Guidewire Software, Inc. - GWRE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BAMCO INC /NY/ History No change 8,994,456 1,106,767 1.66% 1.66% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 8,909,665 1,096,334 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 07, 2026
Linonia Partnership LP History No change 6,933,483 853,165 15.24% 15.24% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,507,288 554,621 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,845,465 473,184 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
Darsana Capital Partners LP History No change 3,804,000 468,082 2.1% 2.1% 6 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 2,681,587 329,960 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 22, 2026
JPMORGAN CHASE & CO History No change 2,249,339 272,333 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 2,028,908 249,648 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 03, 2026
Route One Investment Company, L.P. History No change 1,849,364 227,564 9.14% 9.14% 10 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,635,297 201,272 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 1,249,192 153,717 0.08% 0.08% 12 0 0.0% Q2 2026 Aug 04, 2026
VAN ECK ASSOCIATES CORP History No change 1,215,855 149,610 0.09% 0.09% 13 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 1,198,824 147,516 0.1% 0.1% 14 0 0.0% Q2 2026 Aug 14, 2026
Artisan Partners Limited Partnership History No change 970,325 119,398 0.19% 0.19% 15 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 923,341 113,617 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
WASATCH ADVISORS LP History No change 867,117 106,698 0.7% 0.7% 17 0 0.0% Q2 2026 Jul 09, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 839,337 103,280 0.34% 0.34% 18 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 776,446 95,541 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
Stockbridge Partners LLC History No change 759,827 93,496 1.97% 1.97% 20 0 0.0% Q2 2026 Aug 13, 2026
DF DENT & CO INC History No change 726,645 89,413 1.7% 1.7% 21 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 726,559 89,403 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 726,387 89,381 0.23% 0.23% 23 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 696,536 85,708 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 663,050 81,588 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 658,636 81,045 0.36% 0.36% 26 0 0.0% Q2 2026 Aug 12, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 609,420 74,989 0.23% 0.23% 27 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 604,873 74,429 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
PARNASSUS INVESTMENTS, LLC History No change 594,883 73,200 0.2% 0.2% 29 0 0.0% Q2 2026 Jul 29, 2026
Stephens Investment Management Group LLC History No change 593,454 73,024 0.78% 0.78% 30 0 0.0% Q2 2026 Jul 29, 2026
1832 Asset Management L.P. History No change 554,286 68,204 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 13, 2026
Ardmore Road Asset Management LP History No change 550,000 67,677 3.97% 3.97% 32 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 542,329 66,733 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 533,133 65,602 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 06, 2026
DIMENSIONAL FUND ADVISORS LP History No change 493,769 60,751 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 493,637 60,742 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 455,411 56,038 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 449,647 55,329 0.09% 0.09% 38 0 0.0% Q2 2026 Aug 14, 2026
Sculptor Capital LP History No change 446,500 54,941 0.45% 0.45% 39 0 0.0% Q2 2026 Aug 14, 2026
Greenstone Partners & Co., LLC History No change 404,584 49,784 11.51% 11.51% 40 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 398,264 49,006 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 396,198 48,752 0.08% 0.08% 42 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 372,149 45,792 0.06% 0.06% 43 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 358,729 44,141 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 343,252 42,237 0.16% 0.16% 45 0 0.0% Q2 2026 Jul 23, 2026
Nuveen, LLC History No change 341,881 42,068 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 338,477 41,649 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 07, 2026
Hudson Way Capital Management LLC History No change 333,982 41,096 3.66% 3.66% 48 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CAPITAL MANAGEMENT INC History No change 328,983 40,481 1.82% 1.82% 49 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 318,460 39,186 0.0% 0.0% 50 0 0.0% Q2 2026 Sep 02, 2026
Sandhill Capital Partners LLC History No change 317,667 39,088 3.18% 3.18% 51 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 299,752 36,884 0.04% 0.04% 52 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 290,313 35,727 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 286,448 35,247 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 13, 2026
MAKENA CAPITAL MANAGEMENT LLC History No change 282,984 34,821 3.66% 3.66% 55 0 0.0% Q2 2026 Aug 10, 2026
RIVERBRIDGE PARTNERS LLC History No change 266,959 32,849 0.92% 0.92% 56 0 0.0% Q2 2026 Jul 13, 2026
Clearbridge Investments, LLC History No change 262,114 32,253 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 255,963 31,496 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 247,040 30,398 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 245,828 30,249 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 231,189 28,449 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 229,014 28,180 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Conestoga Capital Advisors, LLC History No change 224,372 27,608 0.6% 0.6% 63 0 0.0% Q2 2026 Jul 24, 2026
RHUMBLINE ADVISERS History No change 223,182 27,462 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 11, 2026
FEDERATED HERMES, INC. History No change 217,556 26,770 0.04% 0.04% 65 0 0.0% Q2 2026 Aug 12, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 206,923 25,461 0.34% 0.34% 66 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 196,129 24,133 0.03% 0.03% 67 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 192,274 23,661 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 189,611 23,331 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 175,386 21,269 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 165,600 20,377 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 164,341 20,222 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Oakcliff Capital Partners, LP History No change 158,683 19,525 7.27% 7.27% 73 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 154,128 18,965 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 150,914 18,569 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 146,325 18,005 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 140,634 17,305 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 14, 2026
Teca Partners, LP History No change 133,685 16,449 14.14% 14.14% 78 0 0.0% Q2 2026 Aug 13, 2026
BROWN CAPITAL MANAGEMENT LLC History No change 133,623 16,442 3.29% 3.29% 79 0 0.0% Q2 2026 Jul 27, 2026
ALLIANCEBERNSTEIN L.P. History No change 107,373 16,058 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
Anabranch Capital Management, LP History No change 129,697 15,959 12.19% 12.19% 81 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 127,303 15,664 0.09% 0.09% 82 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 124,998 15,381 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 121,342 14,930 0.0% 0.0% 84 0 0.0% Q2 2026 Sep 23, 2026
Creative Planning History No change 119,433 14,696 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 118,621 14,596 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History No change 114,618 14,103 0.02% 0.02% 87 0 0.0% Q2 2026 Jul 08, 2026
Shannon River Fund Management LLC History No change 113,230 13,932 1.24% 1.24% 88 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 108,602 13,363 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 106,542 13,109 0.05% 0.05% 90 0 0.0% Q2 2026 Aug 03, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 105,422 12,972 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 100,860 12,410 0.23% 0.23% 92 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 99,923 12,295 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 99,143 12,199 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 96,146 11,829 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 95,550 11,757 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 24, 2026
Gavilan Investment Partners LLC History No change 95,000 11,689 2.85% 2.85% 97 0 0.0% Q2 2026 Aug 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 94,370 11,613 0.21% 0.21% 98 0 0.0% Q2 2026 Aug 11, 2026
NOMURA HOLDINGS INC History No change 94,225 11,594 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 94,602 11,507 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 91,175 11,219 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 88,056 10,835 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 27, 2026
Retirement Systems of Alabama History No change 87,558 10,774 0.03% 0.03% 103 0 0.0% Q2 2026 Jul 28, 2026
Weiss Asset Management LP History No change 87,310 10,743 0.11% 0.11% 104 0 0.0% Q2 2026 Aug 14, 2026
FRED ALGER MANAGEMENT, LLC History No change 87,029 10,708 0.04% 0.04% 105 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 85,800 10,557 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 82,885 10,198 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 13, 2026
Night Owl Capital Management, LLC History No change 82,825 10,191 1.07% 1.07% 108 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 82,290 10,125 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 79,598 9,794 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO History No change 69,462 9,557 0.09% 0.09% 111 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 77,498 9,536 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 05, 2026
Swedbank AB History No change 77,100 9,487 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 15, 2026
IMC-Chicago, LLC History No change 77,100 9,487 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 06, 2026
OBERNDORF WILLIAM E History No change 71,997 8,859 16.1% 16.1% 115 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 71,094 8,748 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 10, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 71,087 8,747 0.08% 0.08% 117 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 70,694 8,698 0.07% 0.07% 118 0 0.0% Q2 2026 Aug 13, 2026
Marble Harbor Investment Counsel, LLC History No change 70,667 8,695 0.88% 0.88% 119 0 0.0% Q2 2026 Aug 07, 2026
WESTERLY CAPITAL MANAGEMENT, LLC History No change 70,000 8,613 1.59% 1.59% 120 0 0.0% Q2 2026 Aug 14, 2026
Kemnay Advisory Services Inc. History No change 66,672 8,203 1.04% 1.04% 121 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 64,169 7,895 0.16% 0.16% 122 0 0.0% Q2 2026 Jul 13, 2026
XTX Topco Ltd History No change 63,411 7,802 0.1% 0.1% 123 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 61,363 7,550 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 60,957 7,500 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 59,208 7,286 0.01% 0.01% 126 0 0.0% Q2 2026 Jul 23, 2026
Advisors Capital Management, LLC History No change 58,744 7,228 0.08% 0.08% 127 0 0.0% Q2 2026 Aug 11, 2026
Granahan Investment Management, LLC History No change 58,689 7,221 0.26% 0.26% 128 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 58,400 7,186 0.14% 0.14% 129 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 58,256 7,168 0.01% 0.01% 130 0 0.0% Q2 2026 Sep 09, 2026
Jain Global LLC History No change 56,271 6,924 0.03% 0.03% 131 0 0.0% Q2 2026 Aug 14, 2026
M.D. Sass, LLC History No change 55,208 6,793 0.44% 0.44% 132 0 0.0% Q2 2026 Aug 07, 2026
BRX Global LP History No change 53,601 6,595 8.05% 8.05% 133 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 51,800 6,373 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 03, 2026
Holocene Advisors, LP History No change 51,612 6,350 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 51,303 6,312 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 50,201 6,177 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 19, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 45,286 6,164 0.01% 0.01% 138 0 0.0% Q2 2026 Jul 15, 2026
4D Advisors, LLC History No change 50,000 6,152 2.36% 2.36% 139 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 49,693 6,114 0.07% 0.07% 140 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 48,817 6,006 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 48,463 5,966 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 47,498 5,844 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 45,868 5,572 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 45,090 5,548 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 12, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 44,464 5,471 0.11% 0.11% 146 0 0.0% Q2 2026 Jul 31, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 43,236 5,320 0.06% 0.06% 147 0 0.0% Q2 2026 Aug 03, 2026
CI INVESTMENTS INC. History No change 43,088 5,301 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 42,495 5,229 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 42,200 5,192 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 41,427 5,097 0.05% 0.05% 151 0 0.0% Q2 2026 Aug 11, 2026
PEAK6 LLC History No change 40,000 4,922 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 12, 2026
AMICA MUTUAL INSURANCE CO History No change 39,639 4,878 0.41% 0.41% 153 0 0.0% Q2 2026 Aug 05, 2026
AMALGAMATED BANK History No change 38,630 4,753 0.03% 0.03% 154 0 0.0% Q2 2026 Jul 23, 2026
Police & Firemen's Retirement System of New Jersey History No change 38,200 4,700 0.04% 0.04% 155 0 0.0% Q2 2026 Jul 23, 2026
AMERICAN CENTURY COMPANIES INC History No change 37,802 4,651 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 37,736 4,644 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 12, 2026
Greenwich Wealth Management LLC History No change 37,614 4,628 0.17% 0.17% 158 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 33,464 4,586 0.09% 0.09% 159 0 0.0% Q2 2026 Jul 27, 2026
State of Tennessee, Department of Treasury History No change 37,273 4,586 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 36,556 4,498 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
Motley Fool Asset Management LLC History No change 36,085 4,440 0.17% 0.17% 162 0 0.0% Q2 2026 Aug 06, 2026
Treasurer of the State of North Carolina History No change 35,995 4,429 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History No change 35,916 4,419 0.15% 0.15% 164 0 0.0% Q2 2026 Aug 14, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 35,383 4,353 1.49% 1.49% 165 0 0.0% Q2 2026 Aug 06, 2026
Robeco Institutional Asset Management B.V. History No change 35,000 4,306 0.01% 0.01% 166 0 0.0% Q2 2026 Jul 21, 2026
Exane Asset Management History No change 30,390 4,274 1.54% 1.54% 167 0 0.0% Q2 2026 Jul 17, 2026
Verition Fund Management LLC History No change 34,700 4,269 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 33,261 4,092 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 33,084 4,070 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 11, 2026
Highlander Partners, L.P. History No change 33,000 4,060 1.36% 1.36% 171 0 0.0% Q2 2026 Jul 28, 2026
Vanguard Global Advisers, LLC History No change 32,895 4,047 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 32,690 4,022 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 03, 2026
BNP Paribas Asset Management Holding S.A. History No change 30,506 3,753 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 12, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History No change 30,000 3,691 0.06% 0.06% 175 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 28,895 3,556 0.01% 0.01% 176 0 0.0% Q2 2026 Jul 10, 2026
Bayberry Capital Partners LP History No change 28,500 3,506 1.21% 1.21% 177 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 27,486 3,382 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 13, 2026
LYELL WEALTH MANAGEMENT, LP History No change 26,780 3,295 0.2% 0.2% 179 0 0.0% Q2 2026 Aug 05, 2026
State of New Jersey Common Pension Fund D History No change 26,524 3,263 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 04, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 26,170 3,221 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 25,333 3,117 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 07, 2026
Louisiana State Employees Retirement System History No change 24,800 3,051 0.05% 0.05% 183 0 0.0% Q2 2026 Jul 21, 2026
Pathstone Holdings, LLC History No change 24,370 2,998 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 24,338 2,994 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 17, 2026
Ameritas Investment Partners, Inc. History No change 23,940 2,945 0.08% 0.08% 186 0 0.0% Q2 2026 Aug 13, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 23,755 2,923 0.34% 0.34% 187 0 0.0% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 23,566 2,899 0.03% 0.03% 188 0 0.0% Q2 2026 Jul 16, 2026
Sava Infond d.o.o. History No change 23,300 2,867 0.2% 0.2% 189 0 0.0% Q2 2026 Jul 16, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 23,190 2,853 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 13, 2026
Regal Partners Ltd History No change 22,949 2,823 0.16% 0.16% 191 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 22,900 2,817 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History No change 22,776 2,802 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History No change 22,382 2,754 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 13, 2026
AGF MANAGEMENT LTD History No change 21,692 2,669 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 21,429 2,636 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 12, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 21,047 2,589 0.34% 0.34% 197 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Investments Australia, Ltd. History No change 20,914 2,573 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 13, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 20,677 2,544 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 20,267 2,493 0.01% 0.01% 200 0 0.0% Q2 2026 Jul 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 19,800 2,436 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 19,609 2,412 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 19,043 2,343 0.03% 0.03% 203 0 0.0% Q2 2026 Aug 12, 2026
Longaeva Partners L.P. History No change 18,919 2,327 0.05% 0.05% 204 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 18,700 2,301 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 17,779 2,188 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 07, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 17,556 2,160 0.02% 0.02% 207 0 0.0% Q2 2026 Jul 28, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 17,200 2,116 0.05% 0.05% 208 0 0.0% Q2 2026 Jul 29, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 16,972 2,088 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Personalized Indexing Management, LLC History No change 16,501 2,030 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 11, 2026
New Age Alpha Advisors, LLC History No change 16,425 2,021 0.09% 0.09% 211 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 16,410 2,019 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 16,144 1,986 0.01% 0.01% 213 0 0.0% Q2 2026 Jul 29, 2026
XPONANCE LLC History No change 16,018 1,971 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 10, 2026
Allianz Asset Management GmbH History No change 15,834 1,948 0.0% 0.0% 215 0 0.0% Q2 2026 Sep 02, 2026
TD Waterhouse Canada Inc. History No change 14,957 1,910 0.01% 0.01% 216 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 14,365 1,767 0.02% 0.02% 217 0 0.0% Q2 2026 Jul 22, 2026
SIMPLEX TRADING, LLC History No change 13,925 1,713 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 13,905 1,711 0.12% 0.12% 219 0 0.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History No change 13,912 1,711 0.07% 0.07% 220 0 0.0% Q2 2026 Aug 13, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 13,822 1,700 0.02% 0.02% 221 0 0.0% Q2 2026 Jul 20, 2026
B. Metzler seel. Sohn & Co. AG History No change 13,690 1,684 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 11, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 13,430 1,652 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 07, 2026
Summit Trail Advisors, LLC History No change 13,061 1,607 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 11, 2026
Pictet Asset Management Holding SA History No change 12,982 1,597 0.0% 0.0% 225 0 0.0% Q2 2026 Jul 30, 2026
Utah Retirement Systems History No change 12,923 1,590 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 12,915 1,589 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 12,822 1,577 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 12,689 1,561 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History No change 12,354 1,520 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 12,239 1,506 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 12,015 1,478 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 11,848 1,457 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 11, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 11,640 1,432 0.08% 0.08% 234 0 0.0% Q2 2026 Aug 13, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 11,620 1,404 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 11,134 1,370 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 13, 2026
Barbara Oil Co. History No change 10,500 1,367 0.46% 0.46% 237 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,961 1,348 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 10, 2026
Man Group plc History No change 10,939 1,346 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 10,719 1,318 0.12% 0.12% 240 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History No change 10,192 1,254 0.02% 0.02% 241 0 0.0% Q2 2026 Jul 29, 2026
Arax Advisory Partners History No change 10,162 1,250 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 9,951 1,224 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 9,885 1,216 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 9,652 1,187 0.0% 0.0% 245 0 0.0% Q2 2026 Jul 28, 2026
Pacer Advisors, Inc. History No change 9,557 1,176 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 9,473 1,166 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 05, 2026
MIROVA History No change 9,237 1,136 0.04% 0.04% 248 0 0.0% Q2 2026 Aug 13, 2026
Edgestream Partners, L.P. History No change 9,094 1,119 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 9,081 1,117 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 04, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 9,066 1,115 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 25, 2026
ZACKS INVESTMENT MANAGEMENT History No change 9,014 1,109 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 8,745 1,076 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 8,733 1,074 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 13, 2026
Vancity Investment Management Ltd History No change 8,525 1,049 0.16% 0.16% 255 0 0.0% Q2 2026 Aug 24, 2026
Cambridge Investment Research Advisors, Inc. History No change 8,485 1,044 0.0% 0.0% 256 0 0.0% Q2 2026 Jul 27, 2026
State of Alaska, Department of Revenue History No change 8,295 1,020 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 20, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 8,230 1,012 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 8,230 1,012 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,218 1,011 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 10, 2026
ICICI Prudential Asset Management Co Ltd History No change 7,800 959 0.11% 0.11% 261 0 0.0% Q2 2026 Aug 06, 2026
Ares Systematic Credit Ltd History No change 7,790 958 0.58% 0.58% 262 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 7,766 956 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 20, 2026
South Dakota Investment Council History No change 7,700 947 0.02% 0.02% 264 0 0.0% Q2 2026 Aug 11, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 6,199 929 0.03% 0.03% 265 0 0.0% Q2 2026 Jul 23, 2026
Erste Asset Management GmbH History No change 7,596 918 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 28, 2026
TUDOR INVESTMENT CORP ET AL History No change 7,400 910 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 7,394 909 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 7,330 901 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 7,205 886 0.02% 0.02% 270 0 0.0% Q2 2026 Aug 11, 2026
Hennion & Walsh Asset Management, Inc. History No change 7,151 879 0.03% 0.03% 271 0 0.0% Q2 2026 Jul 08, 2026
Stablepoint Partners, LLC History No change 7,021 863 0.12% 0.12% 272 0 0.0% Q2 2026 Jul 09, 2026
&PARTNERS History No change 6,940 841 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 6,812 838 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 13, 2026
GDS Wealth Management History No change 6,807 837 0.04% 0.04% 275 0 0.0% Q2 2026 Aug 13, 2026
Aviso Financial Inc. History No change 6,396 787 0.03% 0.03% 276 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 6,219 765 0.01% 0.01% 277 0 0.0% Q2 2026 Jul 15, 2026
INCEPTIONR LLC History No change 6,059 745 0.18% 0.18% 278 0 0.0% Q2 2026 Aug 10, 2026
ALPS ADVISORS INC History No change 5,898 725 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 29, 2026
CONNABLE OFFICE INC History No change 5,793 712 0.06% 0.06% 280 0 0.0% Q2 2026 Aug 03, 2026
Quadrature Capital Ltd History No change 5,575 686 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 06, 2026
Sunstone Asset Management, LP History No change 24,400 680 0.74% 0.74% 282 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 5,473 673 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 5,428 667 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 5,405 665 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 5,489 664 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 05, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,280 649 0.01% 0.01% 287 0 0.0% Q2 2026 Sep 23, 2026
SIGNATUREFD, LLC History No change 5,252 646 0.01% 0.01% 288 0 0.0% Q2 2026 Jul 23, 2026
Ensign Peak Advisors, Inc History No change 5,203 640 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History No change 5,109 628 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 29, 2026
Inspire Investing, LLC History No change 5,020 617 0.03% 0.03% 291 0 0.0% Q2 2026 Aug 12, 2026
Maryland State Retirement & Pension System History No change 4,996 614 0.01% 0.01% 292 0 0.0% Q2 2026 Jul 30, 2026
AMI ASSET MANAGEMENT CORP History No change 4,969 611 0.04% 0.04% 293 0 0.0% Q2 2026 Jul 21, 2026
QUADRANT CAPITAL GROUP LLC History No change 4,934 607 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History No change 4,923 605 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History Added to 4,210 600 0.0% 0.0% 296 +1,739 70.38% Q3 2026 Oct 08, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,898 597 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Added to 4,129 588 0.02% 0.01% 299 +1,357 48.95% Q3 2026 Oct 08, 2026
Larson Financial Group LLC History No change 4,781 588 0.02% 0.02% 298 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 4,770 586 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 12, 2026
Verdence Capital Advisors LLC History No change 4,753 584 0.03% 0.03% 301 0 0.0% Q2 2026 Jul 29, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 4,713 579 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
Advisors Preferred, LLC History No change 4,245 570 0.09% 0.09% 303 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 3,774 563 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 3,774 563 0.01% 0.01% 305 0 0.0% Q2 2026 Jul 29, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 4,553 560 0.05% 0.05% 306 0 0.0% Q2 2026 Jul 29, 2026
FIRST TRUST ADVISORS LP History No change 4,518 555 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 4,500 553 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 4,414 543 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 06, 2026
Wedmont Private Capital History Added to 3,248 535 0.01% 0.01% 310 +1,475 83.19% Q3 2026 Oct 09, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 4,281 526 0.03% 0.03% 311 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 4,254 523 0.0% 0.0% 312 0 0.0% Q2 2026 Jul 24, 2026
DnB Asset Management AS History No change 4,108 505 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,067 500 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 4,027 495 0.04% 0.04% 315 0 0.0% Q2 2026 Aug 14, 2026
AlphaGrep UK Ltd History No change 4,022 494 0.15% 0.15% 316 0 0.0% Q2 2026 Aug 14, 2026
First Bank & Trust History No change 3,998 491 0.07% 0.07% 317 0 0.0% Q2 2026 Jul 09, 2026
PRUDENTIAL FINANCIAL INC History No change 3,979 489 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 3,978 489 0.0% 0.0% 319 0 0.0% Q2 2026 Jul 30, 2026
MML INVESTORS SERVICES, LLC History No change 3,960 487 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 3,959 487 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 05, 2026
Aaron Wealth Advisors LLC History No change 3,962 487 0.02% 0.02% 322 0 0.0% Q2 2026 Jul 16, 2026
Vise Technologies, Inc. History No change 3,832 471 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 10, 2026
Resona Asset Management Co.,Ltd. History No change 3,801 467 0.0% 0.0% 324 0 0.0% Q2 2026 Jul 29, 2026
PCM Encore, LLC History No change 3,764 463 0.08% 0.08% 325 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History No change 3,745 460 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 03, 2026
Empower Advisory Group, LLC History No change 3,715 457 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,608 443 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 13, 2026
Procyon Advisors, LLC History No change 3,601 443 0.02% 0.02% 329 0 0.0% Q2 2026 Jul 09, 2026
RMR Wealth Builders History No change 3,559 437 0.03% 0.03% 330 0 0.0% Q2 2026 Jul 24, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,537 435 0.01% 0.01% 331 0 0.0% Q2 2026 Jul 23, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 3,505 431 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 3,469 426 0.0% 0.0% 333 0 0.0% Q2 2026 Jul 29, 2026
Hills Bank & Trust Co History No change 3,465 426 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 10, 2026
CHICAGO TRUST Co NA History No change 3,460 425 0.06% 0.06% 335 0 0.0% Q2 2026 Jul 16, 2026
Empowered Funds, LLC History No change 3,426 421 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 3,369 415 0.02% 0.02% 337 0 0.0% Q2 2026 Aug 04, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 3,344 411 0.1% 0.1% 338 0 0.0% Q2 2026 Jul 28, 2026
ProShare Advisors LLC History No change 3,334 410 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 3,309 406 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 3,140 386 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 3,141 386 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 11, 2026
GUGGENHEIM CAPITAL LLC History No change 3,122 384 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,118 383 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 13, 2026
Unique Wealth Strategies, LLC History No change 3,052 375 0.14% 0.14% 345 0 0.0% Q2 2026 Jul 15, 2026
DUTCH ASSET Corp History No change 3,040 374 0.19% 0.19% 346 0 0.0% Q2 2026 Aug 10, 2026
Mesirow Financial Investment Management, Inc. History No change 2,975 366 0.01% 0.01% 347 0 0.0% Q2 2026 Jul 22, 2026
Merit Financial Group, LLC History No change 2,964 364 0.0% 0.0% 348 0 0.0% Q2 2026 Jul 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,940 361 0.03% 0.03% 349 0 0.0% Q2 2026 Jul 07, 2026
Nykredit A/S History No change 2,923 359 0.0% 0.0% 350 0 0.0% Q2 2026 Sep 08, 2026
ALTFEST L J & CO INC History No change 2,887 355 0.03% 0.03% 351 0 0.0% Q2 2026 Jul 30, 2026
MAYPORT, LLC History No change 2,867 352 0.05% 0.05% 352 0 0.0% Q2 2026 Aug 07, 2026
Linscomb Wealth, Inc. History No change 2,817 346 0.01% 0.01% 353 0 0.0% Q2 2026 Jul 31, 2026
LMR Partners LLP History No change 2,804 345 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 2,811 345 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 2,773 341 0.0% 0.0% 356 0 0.0% Q2 2026 Jul 28, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,761 339 0.02% 0.02% 357 0 0.0% Q2 2026 Jul 28, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,752 338 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History No change 2,719 335 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 05, 2026
CIBC Asset Management Inc History No change 2,652 326 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 03, 2026
Graham Capital Management, L.P. History No change 2,618 322 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 14, 2026
CSS LLC/IL History No change 2,600 319 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 2,568 315 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 2,398 315 0.01% 0.01% 364 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 2,534 311 0.0% 0.0% 365 0 0.0% Q2 2026 Jul 17, 2026
North Dakota State Investment Board History No change 2,524 310 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 04, 2026
ATLAS CAPITAL ADVISORS INC. History No change 2,458 302 0.03% 0.03% 367 0 0.0% Q2 2026 Aug 13, 2026
Quantum Private Wealth, LLC History No change 2,406 296 0.08% 0.08% 368 0 0.0% Q2 2026 Jul 29, 2026
Meeder Advisory Services, Inc. History No change 2,341 288 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 07, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 2,327 286 0.02% 0.02% 370 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 2,321 285 0.01% 0.01% 371 0 0.0% Q2 2026 Aug 06, 2026
Engineers Gate Manager LP History No change 2,314 284 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 2,314 284 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History No change 2,303 283 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 14, 2026
Badgley Phelps Wealth Managers, LLC History No change 2,295 282 0.0% 0.0% 375 0 0.0% Q2 2026 Jul 31, 2026
Kera Capital Partners, Inc. History No change 2,270 279 0.03% 0.03% 376 0 0.0% Q2 2026 Aug 14, 2026
Somerset Trust Co History No change 2,262 278 0.08% 0.08% 377 0 0.0% Q2 2026 Jul 06, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 2,237 275 0.08% 0.08% 378 0 0.0% Q2 2026 Aug 14, 2026
INTRUST BANK NA History No change 2,232 274 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History No change 2,231 274 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 17, 2026
Banco BTG Pactual S.A. History No change 2,195 270 0.02% 0.02% 381 0 0.0% Q2 2026 Aug 07, 2026
WEXFORD CAPITAL LP History No change 2,193 269 0.03% 0.03% 382 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 2,188 269 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,162 266 0.0% 0.0% 384 0 0.0% Q2 2026 Jul 14, 2026
Rodgers Brothers Inc. History No change 2,084 256 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 05, 2026
BENJAMIN EDWARDS INC History No change 2,066 254 0.0% 0.0% 386 0 0.0% Q2 2026 Jul 24, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,052 252 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 10, 2026
Beta Wealth Group, Inc. History No change 2,000 246 0.09% 0.09% 388 0 0.0% Q2 2026 Jul 24, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 1,961 241 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 12, 2026
Fifth Third Wealth Advisors LLC History No change 1,946 239 0.01% 0.01% 390 0 0.0% Q2 2026 Jul 17, 2026
Inscription Capital, LLC History No change 1,936 238 0.02% 0.02% 391 0 0.0% Q2 2026 Aug 13, 2026
PROFUND ADVISORS LLC History No change 1,923 236 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 11, 2026
DSM CAPITAL PARTNERS LLC History No change 1,882 231 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 03, 2026
Cambria Investment Management, L.P. History No change 1,838 226 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 1,827 224 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 07, 2026
Ameritas Advisory Services, LLC History No change 1,812 222 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,803 221 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 14, 2026
Crestwood Advisors Group, LLC History No change 1,794 220 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 03, 2026
STRS OHIO History No change 1,782 219 0.0% 0.0% 399 0 0.0% Q2 2026 Jul 30, 2026
Sanctuary Advisors, LLC History No change 1,783 219 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 1,749 215 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 1,751 215 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 1,745 214 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 05, 2026
Trust Point Inc. History No change 1,668 205 0.02% 0.02% 404 0 0.0% Q2 2026 Jul 08, 2026
Compound Planning, Inc. History No change 1,671 205 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 04, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 1,655 200 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL CONSULATE, INC History No change 1,592 195 0.02% 0.02% 407 0 0.0% Q2 2026 Jul 23, 2026
State of Wyoming History No change 1,541 189 0.02% 0.02% 408 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History Added to 1,322 188 0.02% 0.01% 409 +15 1.15% Q3 2026 Oct 01, 2026
Sterling Capital Management LLC History No change 1,503 184 0.0% 0.0% 410 0 0.0% Q2 2026 Jul 28, 2026
Advisors Asset Management, Inc. History No change 1,402 172 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 1,357 166 0.01% 0.01% 412 0 0.0% Q2 2026 Jul 28, 2026
Eurizon Capital SGR S.p.A. History No change 1,314 158 0.0% 0.0% 413 0 0.0% Q2 2026 Jul 29, 2026
DARA CAPITAL US, INC. History No change 1,283 157 0.11% 0.11% 414 0 0.0% Q2 2026 Jul 23, 2026
Hilltop National Bank History No change 1,282 157 0.03% 0.03% 415 0 0.0% Q2 2026 Jul 01, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 1,262 155 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 11, 2026
Horizon Investments, LLC History No change 1,262 155 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 1,231 151 0.01% 0.01% 418 0 0.0% Q2 2026 Sep 04, 2026
DV Trading LLC History No change 1,202 147 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 14, 2026
Planning Strategies Inc. History Added to 978 139 0.08% 0.07% 420 +7 0.72% Q3 2026 Oct 02, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,083 138 0.01% 0.01% 421 0 0.0% Q2 2026 Jul 22, 2026
CX Institutional History Added to 863 123 0.0% 0.0% 422 +68 8.55% Q3 2026 Oct 02, 2026
Cassaday & Co Wealth Management LLC History No change 987 121 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 10, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 747 106 0.03% 0.02% 424 +289 63.1% Q3 2026 Oct 07, 2026
Employees Retirement System of Texas History No change 781 96 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 772 94 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 10, 2026
Caitong International Asset Management Co., Ltd History No change 762 93 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 04, 2026
Allworth Financial LP History No change 646 79 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 603 74 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 601 74 0.04% 0.04% 430 0 0.0% Q2 2026 Aug 07, 2026
1620 INVESTMENT ADVISORS, INC. History No change 596 73 0.05% 0.05% 431 0 0.0% Q2 2026 Jul 14, 2026
Daiwa Securities Group Inc. History No change 580 71 0.0% 0.0% 432 0 0.0% Q2 2026 Jul 31, 2026
Medallion Wealth Advisors, LLC History No change 576 69 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 539 66 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 10, 2026
Global Retirement Partners, LLC History No change 530 65 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 525 63 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 12, 2026
Leonteq Securities AG History No change 483 59 0.0% 0.0% 437 0 0.0% Q2 2026 Jul 27, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 442 54 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 06, 2026
Asset Management One Co., Ltd. History No change 409 50 0.0% 0.0% 439 0 0.0% Q2 2026 Jul 28, 2026
Mirae Asset Global Investments Co., Ltd. History No change 414 50 0.0% 0.0% 440 0 0.0% Q2 2026 Jul 22, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 345 49 0.0% 0.0% 441 -51 -12.88% Q3 2026 Oct 05, 2026
Rakuten Securities, Inc. History No change 401 49 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 11, 2026
UMB Bank, n.a. History No change 379 46 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History No change 359 44 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 350 43 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 28, 2026
Park Place Capital Corp History No change 345 42 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 301 37 0.0% 0.0% 447 0 0.0% Q2 2026 Jul 24, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 300 36 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History No change 278 34 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 27, 2026
SHP Wealth Management History No change 272 33 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 11, 2026
Silvant Capital Management LLC History No change 268 32 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 11, 2026
Washington Trust Advisors, Inc. History No change 250 30 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 29, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 242 29 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 233 28 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 196 24 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 31, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 197 24 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 175 21 0.0% 0.0% 457 0 0.0% Q2 2026 Sep 02, 2026
Quent Capital, LLC History No change 177 21 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 167 20 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 06, 2026
Banque Transatlantique SA History No change 150 18 0.0% 0.0% 460 0 0.0% Q2 2026 Jul 30, 2026
IFP Advisors, Inc History No change 144 17 0.0% 0.0% 461 0 0.0% Q2 2026 Jul 20, 2026
True Wealth Design, LLC History No change 132 16 0.0% 0.0% 462 0 0.0% Q2 2026 Jul 16, 2026
Bogart Wealth, LLC History No change 127 15 0.0% 0.0% 463 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History No change 114 14 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 06, 2026
Rossby Financial, LCC History No change 108 13 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 04, 2026
DANSKE BANK A/S History No change 100 12 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 10, 2026
Bradley & Co. Private Wealth Management, LLC History No change 99 12 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Co / SC History No change 98 12 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 90 11 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds Capital Management, LLC History No change 90 11 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 23, 2026
FIRST HORIZON CORP History No change 84 10 0.0% 0.0% 471 0 0.0% Q2 2026 Jul 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 74 9 0.0% 0.0% 472 0 0.0% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History No change 76 9 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 11, 2026
BAYBAN History No change 76 9 0.01% 0.01% 474 0 0.0% Q2 2026 Jul 30, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 70 8 0.0% 0.0% 475 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 66 8 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 73 8 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 13, 2026
GK Wealth Management LLC History New 53 7 0.0% — 481 +53 New Q3 2026 Oct 09, 2026
Roxbury Financial LLC History New 50 7 0.01% — 480 +50 New Q3 2026 Oct 01, 2026
NewEdge Advisors, LLC History No change 57 7 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 12, 2026
Bell Investment Advisors, Inc History No change 65 7 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 06, 2026
Grove Bank & Trust History No change 45 6 0.0% 0.0% 482 0 0.0% Q3 2026 Oct 08, 2026
Pinnacle Wealth Planning Services, Inc. History No change 49 6 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Planning Group LLC History No change 46 6 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 29, 2026
New England Capital Financial Advisors LLC History No change 50 6 0.0% 0.0% 485 0 0.0% Q2 2026 Jul 27, 2026
Main Street Group, LTD History No change 50 6 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 13, 2026
Physician Wealth Advisors, Inc. History No change 42 5 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 44 5 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 14, 2026
MCDONALD PARTNERS LLC History No change 35 4 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 28, 2026
JNBA Financial Advisors History No change 39 4 0.0% 0.0% 490 0 0.0% Q2 2026 Jul 23, 2026
Osbon Capital Management LLC History No change 34 4 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 40 4 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 31, 2026
SWAN Capital LLC History No change 35 4 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 13, 2026
Birchwood Financial Partners, Inc. History No change 36 4 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Financial Management LLC History No change 34 4 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 28, 2026
Silver Grove Financial Group, Inc. History No change 37 4 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 13, 2026
Owl Creek Wealth Partners LLC History No change 35 4 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 20, 2026
SouthState Bank Corp History No change 28 3 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 06, 2026
GW&K Investment Management, LLC History No change 27 3 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 12, 2026
Fulcrum Asset Management LLP History No change 30 3 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 18, 2026
VISION FINANCIAL MARKETS LLC History No change 25 3 0.0% 0.0% 501 0 0.0% Q2 2026 Jul 24, 2026
Marquette Asset Management, LLC History No change 24 3 0.0% 0.0% 502 0 0.0% Q3 2026 Oct 09, 2026
Johnson Financial Group, Inc. History No change 27 3 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 10, 2026
High Note Wealth, LLC History No change 30 3 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 23, 2026
Bruce G. Allen Investments, LLC History No change 25 3 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 31, 2026
Bare Financial Services, Inc History No change 29 3 0.0% 0.0% 506 0 0.0% Q2 2026 Jul 27, 2026
Bayforest Capital Ltd History No change 27 3 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 05, 2026
MidFirst Bank History No change 26 3 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 07, 2026
Purpose Unlimited Inc. History No change 30 3 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 13, 2026
Retirement Wealth Solutions LLC History Added to 20 2 0.0% 0.0% 520 +3 17.65% Q3 2026 Oct 07, 2026
MANNING & NAPIER ADVISORS LLC History No change 17 2 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 23 2 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 13, 2026
MV CAPITAL MANAGEMENT, INC. History No change 18 2 0.0% 0.0% 512 0 0.0% Q2 2026 Jul 30, 2026
First Command Advisory Services, Inc. History No change 19 2 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 10, 2026
Golden State Wealth Management, LLC History No change 18 2 0.0% 0.0% 514 0 0.0% Q2 2026 Jul 22, 2026
SOA Wealth Advisors, LLC. History No change 23 2 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 21, 2026
SBI Securities Co., Ltd. History No change 23 2 0.0% 0.0% 516 0 0.0% Q2 2026 Jul 22, 2026
Cape Investment Advisory, Inc. History No change 18 2 0.0% 0.0% 517 0 0.0% Q2 2026 Jul 23, 2026
Fortitude Family Office, LLC History No change 20 2 0.0% 0.0% 518 0 0.0% Q2 2026 Jul 20, 2026
Tidemark, LLC History No change 20 2 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 10, 2026
Essential Partners LLC History No change 17 2 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 10, 2026
GILL CAPITAL PARTNERS, LLC History No change 12 1 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 20, 2026
Plante Moran Financial Advisors, LLC History No change 14 1 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 06, 2026
IMA Advisory Services, Inc. History No change 13 1 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 10, 2026
Transamerica Financial Advisors, LLC History No change 15 1 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 9 1 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 04, 2026
Triumph Capital Management History No change 14 1 0.0% 0.0% 527 0 0.0% Q2 2026 Jul 20, 2026
Spire Wealth Management History No change 12 1 0.0% 0.0% 528 0 0.0% Q2 2026 Jul 15, 2026
CoreCap Advisors, LLC History No change 8 1 0.0% — 529 0 0.0% Q3 2026 Oct 08, 2026
Beaird Harris Wealth Management, LLC History No change 11 1 0.0% 0.0% 530 0 0.0% Q2 2026 Jul 08, 2026
Private Wealth Management Group, LLC History No change 9 1 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 27, 2026
Whipplewood Advisors, LLC History No change 9 1 0.0% 0.0% 532 0 0.0% Q2 2026 Jul 27, 2026
AMERIFLEX GROUP, INC. History No change 11 1 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 13, 2026
GoalVest Advisory LLC History New 2 0 — — — +2 New Q3 2026 Oct 02, 2026
MOTCO History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
GHP Investment Advisors, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
AdvisorNet Financial, Inc History No change 6 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
MATHER GROUP, LLC. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MCF Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Trust Co History No change 2 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Anchor Investment Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Sep 15, 2026
Quaker Wealth Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Salomon & Ludwin, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Elequin Capital, LP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
TFC Financial Management, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Activest Wealth Management History No change 3 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
SJS Investment Consulting Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Dunhill Financial, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Vanguard National Trust Co History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
WEST PACES ADVISORS INC. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
American Capital Advisory, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Principia Wealth Advisory, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Oakmont Advisory Group, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
1015 Capital Partners, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026