UBS GROUP AG - H42097107

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
UBS Group AG History No change 116,351,485 5,766,379 0.73% 0.73% 1 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 98,080,411 4,860,963 0.1% 0.1% 2 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 95,849,980 4,750,179 0.47% 0.47% 3 0 0.0% Q2 2026 Aug 12, 2026
Fisher Asset Management, LLC History No change 64,920,294 3,217,449 0.96% 0.96% 4 0 0.0% Q2 2026 Aug 04, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 62,927,553 3,198,086 1.01% 1.01% 5 0 0.0% Q2 2026 Aug 03, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 59,553,311 2,957,547 0.51% 0.51% 6 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 55,541,141 2,753,594 0.12% 0.12% 7 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 55,233,032 2,742,992 5.26% 5.26% 8 0 0.0% Q2 2026 Aug 11, 2026
Cevian Capital II GP LTD History No change 48,117,675 2,384,711 64.5% 64.5% 9 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 36,743,822 1,824,778 1.74% 1.74% 10 0 0.0% Q2 2026 Jul 30, 2026
DODGE & COX History No change 33,630,342 1,666,001 0.87% 0.87% 11 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 29,666,939 1,468,216 0.08% 0.08% 12 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 27,709,028 1,373,287 0.3% 0.3% 13 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 25,862,401 1,281,740 0.11% 0.11% 14 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 25,463,870 1,261,989 0.31% 0.31% 15 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 24,147,522 1,196,751 0.35% 0.35% 16 0 0.0% Q2 2026 Aug 07, 2026
Legal & General Group Plc History No change 22,124,624 1,098,755 0.23% 0.23% 17 0 0.0% Q2 2026 Aug 14, 2026
PZENA INVESTMENT MANAGEMENT LLC History No change 22,604,129 905,521 2.66% 2.66% 18 0 0.0% Q2 2026 Aug 07, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 17,034,727 844,223 0.37% 0.37% 19 0 0.0% Q2 2026 Aug 13, 2026
Assenagon Asset Management S.A. History No change 16,536,418 821,228 1.02% 1.02% 20 0 0.0% Q2 2026 Jul 08, 2026
Vontobel Holding Ltd. History No change 15,731,256 779,617 2.48% 2.48% 21 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 14,828,609 734,920 0.5% 0.5% 22 0 0.0% Q2 2026 Aug 13, 2026
Capital World Investors History No change 14,545,505 720,556 0.09% 0.09% 23 0 0.0% Q2 2026 Aug 12, 2026
SIH Partners, LLLP History No change 13,472,650 667,704 4.2% 4.2% 24 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 10,482,169 520,259 0.12% 0.12% 25 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 10,325,213 511,717 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 10,233,181 507,140 0.28% 0.28% 27 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 7,969,161 395,765 0.13% 0.13% 28 0 0.0% Q2 2026 Aug 03, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 7,812,061 387,961 6.56% 6.56% 29 0 0.0% Q2 2026 Jul 24, 2026
MORGAN STANLEY History No change 7,694,575 381,343 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 7,482,210 371,638 0.15% 0.15% 31 0 0.0% Q2 2026 Aug 14, 2026
Ninety One UK Ltd History No change 7,133,245 354,252 0.79% 0.79% 32 0 0.0% Q2 2026 Jul 16, 2026
Qube Research & Technologies Ltd History No change 7,057,954 349,781 0.32% 0.32% 33 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 6,650,553 329,913 0.25% 0.25% 34 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 6,575,317 325,872 0.05% 0.05% 35 0 0.0% Q2 2026 Aug 06, 2026
Allianz Asset Management GmbH History No change 6,407,087 318,187 0.26% 0.26% 36 0 0.0% Q2 2026 Sep 02, 2026
Russell Investments Group, Ltd. History No change 6,405,254 318,047 0.28% 0.28% 37 0 0.0% Q2 2026 Aug 06, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 6,150,458 304,386 0.55% 0.55% 38 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 5,826,152 288,644 0.06% 0.06% 39 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 5,777,794 286,347 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 5,601,012 278,081 0.72% 0.72% 41 0 0.0% Q2 2026 Aug 10, 2026
Compagnie Lombard Odier SCmA History No change 5,382,576 267,310 2.89% 2.89% 42 0 0.0% Q2 2026 Jul 29, 2026
M&G Plc History No change 5,307,939 262,659 1.31% 1.31% 43 0 0.0% Q2 2026 Aug 06, 2026
DIMENSIONAL FUND ADVISORS LP History No change 4,893,948 242,543 0.04% 0.04% 44 0 0.0% Q2 2026 Aug 11, 2026
BNP Paribas Asset Management Holding S.A. History No change 4,872,034 241,429 0.24% 0.24% 45 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 4,831,556 239,445 0.08% 0.08% 46 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 4,605,772 228,262 0.26% 0.26% 47 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 4,389,280 217,532 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,128,651 202,676 0.08% 0.08% 49 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 4,041,667 200,304 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 07, 2026
AVIVA PLC History No change 3,688,297 182,795 0.27% 0.27% 51 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 3,556,341 176,583 0.21% 0.21% 52 0 0.0% Q2 2026 Aug 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 3,468,512 171,899 0.32% 0.32% 53 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 3,339,552 165,618 0.26% 0.26% 54 0 0.0% Q2 2026 Aug 13, 2026
Clearbridge Investments, LLC History No change 3,295,070 163,303 0.14% 0.14% 55 0 0.0% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History No change 3,283,895 163,084 0.14% 0.14% 56 0 0.0% Q2 2026 Aug 04, 2026
LGT Group Foundation History No change 3,276,919 162,399 1.84% 1.84% 57 0 0.0% Q2 2026 Aug 10, 2026
DekaBank Deutsche Girozentrale History No change 4,269,505 161,985 0.27% 0.27% 58 0 0.0% Q2 2026 Aug 05, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 2,926,309 145,095 0.38% 0.38% 59 0 0.0% Q2 2026 Aug 13, 2026
Liontrust Investment Partners LLP History No change 2,458,659 122,102 1.79% 1.79% 60 0 0.0% Q2 2026 Aug 18, 2026
Border to Coast Pensions Partnership Ltd History Added to 2,510,000 120,939 1.66% 1.75% 61 +115,200 4.81% Q3 2026 Oct 09, 2026
VIKING GLOBAL INVESTORS LP History No change 2,435,805 120,765 0.34% 0.34% 62 0 0.0% Q2 2026 Aug 14, 2026
ASR Vermogensbeheer N.V. History No change 2,401,020 119,238 1.23% 1.23% 63 0 0.0% Q2 2026 Jul 20, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 2,398,700 119,054 0.35% 0.35% 64 0 0.0% Q2 2026 Aug 17, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,381,984 118,051 0.05% 0.05% 65 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 2,269,793 112,490 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,181,783 108,129 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 14, 2026
Korea Investment CORP History No change 2,130,913 105,825 0.2% 0.2% 68 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 2,044,026 101,298 0.03% 0.03% 69 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 2,036,912 100,949 0.15% 0.15% 70 0 0.0% Q2 2026 Aug 13, 2026
Life Cycle Investment Partners Ltd History No change 2,031,327 100,861 0.47% 0.47% 71 0 0.0% Q2 2026 Aug 13, 2026
Generali Asset Management SPA SGR History No change 2,491,590 99,813 1.8% 1.8% 72 0 0.0% Q2 2026 Jul 30, 2026
JANE STREET GROUP, LLC History No change 1,896,283 93,979 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 1,860,583 92,400 0.27% 0.27% 74 0 0.0% Q2 2026 Aug 14, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 1,858,635 92,132 1.37% 1.37% 75 0 0.0% Q2 2026 Aug 14, 2026
1832 Asset Management L.P. History No change 1,697,000 84,103 0.04% 0.04% 76 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,686,431 83,578 0.02% 0.02% 77 0 0.0% Q2 2026 Sep 23, 2026
AMERIPRISE FINANCIAL INC History No change 1,651,479 82,044 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 1,644,169 81,485 0.17% 0.17% 79 0 0.0% Q2 2026 Aug 14, 2026
BANQUE PICTET & CIE SA History No change 1,637,812 81,337 0.51% 0.51% 80 0 0.0% Q2 2026 Jul 24, 2026
ABN AMRO Bank N.V. History No change 1,630,379 80,706 1.04% 1.04% 81 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Investments Australia, Ltd. History No change 1,614,810 80,031 0.2% 0.2% 82 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 1,567,708 77,725 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 1,400,123 69,390 0.01% 0.01% 84 0 0.0% Q2 2026 Sep 02, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 1,398,641 69,317 0.49% 0.49% 85 0 0.0% Q2 2026 Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 1,308,707 64,993 0.15% 0.15% 86 0 0.0% Q2 2026 Aug 13, 2026
SEB Asset Management AB History No change 1,302,198 64,671 0.24% 0.24% 87 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Global Advisers, LLC History No change 1,301,841 64,520 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 13, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 1,295,198 64,322 0.29% 0.29% 89 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,538,463 63,331 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 1,190,788 59,137 0.12% 0.12% 91 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 1,179,032 58,550 0.22% 0.22% 92 0 0.0% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,173,305 58,193 0.05% 0.05% 93 0 0.0% Q2 2026 Sep 09, 2026
Crocodile Capital Partners GmbH History No change 1,170,000 56,300 35.15% 39.44% 94 0 0.0% Q3 2026 Oct 08, 2026
Mediolanum International Funds Ltd History No change 1,111,179 54,941 0.47% 0.47% 95 0 0.0% Q2 2026 Jul 23, 2026
Zurich Insurance Group Ltd/FI History No change 1,083,128 53,703 0.37% 0.37% 96 0 0.0% Q2 2026 Aug 14, 2026
DJE Kapital AG History No change 983,564 48,950 0.92% 0.92% 97 0 0.0% Q2 2026 Aug 04, 2026
Patient Capital Management, LLC History No change 953,734 47,267 1.55% 1.55% 98 0 0.0% Q2 2026 Aug 13, 2026
EFG International AG History No change 898,628 44,534 0.81% 0.81% 99 0 0.0% Q2 2026 Aug 14, 2026
J. Safra Sarasin Holding AG History No change 1,104,367 43,323 0.62% 0.62% 100 0 0.0% Q2 2026 Jul 31, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 853,597 42,390 0.07% 0.07% 101 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 810,448 40,165 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 776,059 38,461 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 976,101 38,136 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
GAM Holding AG History No change 762,272 37,856 2.9% 2.9% 105 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 754,276 37,381 0.04% 0.04% 106 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 884,672 35,439 0.04% 0.04% 107 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 688,537 34,123 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 14, 2026
Systrade AG History Added to 705,200 33,941 17.2% 19.46% 109 +77,900 12.42% Q3 2026 Oct 09, 2026
CHANNING GLOBAL ADVISORS, LLC History No change 672,402 33,390 17.28% 17.28% 110 0 0.0% Q2 2026 Jul 28, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 657,655 32,593 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 624,785 30,964 2.08% 2.08% 112 0 0.0% Q2 2026 Jul 31, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 615,773 30,471 0.4% 0.4% 113 0 0.0% Q2 2026 Aug 10, 2026
STIFEL FINANCIAL CORP History No change 580,682 28,778 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 12, 2026
Fiera Capital Corp History No change 574,968 28,495 0.1% 0.1% 115 0 0.0% Q2 2026 Aug 07, 2026
Maryland State Retirement & Pension System History No change 572,521 28,367 0.49% 0.49% 116 0 0.0% Q2 2026 Jul 30, 2026
Walleye Trading LLC History No change 552,900 27,401 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 03, 2026
Baker Avenue Asset Management, LP History No change 524,274 25,983 0.49% 0.49% 118 0 0.0% Q2 2026 Jul 28, 2026
USS Investment Management Ltd History No change 521,574 25,851 0.09% 0.09% 119 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 504,607 25,008 0.12% 0.12% 120 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 475,312 23,556 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 470,211 23,303 0.03% 0.03% 122 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 456,481 22,623 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 425,511 21,131 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 12, 2026
Haven Global Partners, LLC History No change 423,016 21,007 16.1% 16.1% 125 0 0.0% Q2 2026 Aug 10, 2026
Neuberger Berman Group LLC History No change 416,384 20,665 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 386,657 19,162 0.03% 0.03% 127 0 0.0% Q2 2026 Aug 14, 2026
GREAT LAKES ADVISORS, LLC History No change 376,522 18,660 0.14% 0.14% 128 0 0.0% Q2 2026 Aug 10, 2026
LGT Fund Management Co Ltd. History No change 376,123 18,640 0.78% 0.78% 129 0 0.0% Q2 2026 Aug 10, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 374,138 18,544 0.06% 0.06% 130 0 0.0% Q2 2026 Aug 14, 2026
Pictet North America Advisors SA History No change 369,357 18,343 1.62% 1.62% 131 0 0.0% Q2 2026 Jul 24, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History No change 363,525 18,016 4.01% 4.01% 132 0 0.0% Q2 2026 Aug 12, 2026
Gator Capital Management, LLC History No change 346,600 17,177 3.6% 3.6% 133 0 0.0% Q2 2026 Aug 13, 2026
RBF Capital, LLC History No change 340,000 16,850 0.7% 0.7% 134 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 334,500 16,577 0.31% 0.31% 135 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL PLC History No change 326,475 16,179 0.09% 0.09% 136 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 325,720 16,146 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 325,540 16,133 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 07, 2026
Baader Bank Aktiengesellschaft History No change 321,846 15,948 1.2% 1.2% 139 0 0.0% Q2 2026 Jul 23, 2026
MetLife Investment Management, LLC History No change 311,934 15,482 0.07% 0.07% 140 0 0.0% Q2 2026 Aug 13, 2026
Andra AP-fonden History No change 366,087 14,665 0.17% 0.17% 141 0 0.0% Q2 2026 Sep 22, 2026
GROUPAMA ASSET MANAGMENT History No change 350,855 14,048 0.18% 0.18% 142 0 0.0% Q2 2026 Aug 14, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 276,622 13,709 2.42% 2.42% 143 0 0.0% Q2 2026 Jul 09, 2026
Promethos Capital, LLC History No change 274,025 13,580 3.69% 3.69% 144 0 0.0% Q2 2026 Aug 12, 2026
Henry James International Management Inc. History No change 272,365 13,498 4.04% 4.04% 145 0 0.0% Q2 2026 Jul 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 269,605 13,361 0.23% 0.23% 146 0 0.0% Q2 2026 Jul 23, 2026
Fideuram Asset Management (Ireland) dac History No change 326,107 12,894 0.24% 0.24% 147 0 0.0% Q2 2026 Jul 23, 2026
PEAK6 LLC History No change 254,404 12,608 0.03% 0.03% 148 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 249,033 12,349 0.04% 0.04% 149 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 248,300 12,305 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 245,469 12,165 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 239,614 11,874 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 13, 2026
Value Partners Investments Inc. History No change 238,892 11,820 0.83% 0.83% 153 0 0.0% Q2 2026 Jul 15, 2026
Crossmark Global Holdings, Inc. History No change 222,503 11,027 0.14% 0.14% 154 0 0.0% Q2 2026 Jul 16, 2026
RPg Family Wealth Advisory, LLC History No change 214,465 10,628 2.21% 2.21% 155 0 0.0% Q2 2026 Aug 04, 2026
INGALLS & SNYDER LLC History No change 209,623 10,389 0.28% 0.28% 156 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 201,143 9,968 0.08% 0.08% 157 0 0.0% Q2 2026 Sep 23, 2026
NOMURA HOLDINGS INC History No change 200,000 9,912 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 193,469 9,588 0.08% 0.08% 159 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 190,346 9,433 0.17% 0.17% 160 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 189,448 9,408 0.09% 0.09% 161 0 0.0% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History No change 187,902 9,351 0.02% 0.02% 162 0 0.0% Q2 2026 Jul 27, 2026
FIRST TRUST ADVISORS LP History No change 183,740 9,109 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 182,764 9,058 0.03% 0.03% 164 0 0.0% Q2 2026 Aug 04, 2026
VAN ECK ASSOCIATES CORP History No change 179,747 8,907 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 171,980 8,523 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 170,971 8,473 0.16% 0.16% 167 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 167,457 8,299 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 13, 2026
Exane Asset Management History No change 180,748 8,276 2.99% 2.99% 169 0 0.0% Q2 2026 Jul 17, 2026
MML INVESTORS SERVICES, LLC History No change 163,223 8,089 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 160,099 7,934 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 19, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 158,219 7,841 0.12% 0.12% 172 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 156,520 7,757 0.31% 0.31% 173 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 156,481 7,755 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 155,130 7,703 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 13, 2026
INSPIRE TRUST CO, N.A. History No change 155,000 7,681 1.06% 1.06% 176 0 0.0% Q2 2026 Aug 05, 2026
Triasima Portfolio Management inc. History No change 154,449 7,654 1.03% 1.03% 177 0 0.0% Q2 2026 Jul 20, 2026
BESSEMER GROUP INC History No change 152,569 7,560 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 12, 2026
NatWest Group plc History No change 152,430 7,554 1.35% 1.35% 179 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 151,317 7,499 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 150,741 7,470 0.06% 0.06% 181 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History No change 150,546 7,461 0.09% 0.09% 182 0 0.0% Q2 2026 Jul 29, 2026
Groupe la Francaise History No change 146,890 7,289 0.09% 0.09% 183 0 0.0% Q2 2026 Aug 25, 2026
Dixon Mitchell Investment Counsel Inc. History No change 146,000 7,235 0.24% 0.24% 184 0 0.0% Q2 2026 Aug 13, 2026
Campbell & CO Investment Adviser LLC History No change 142,422 7,059 0.37% 0.37% 185 0 0.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 137,057 6,792 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 07, 2026
Callan Family Office, LLC History No change 136,735 6,776 0.13% 0.13% 187 0 0.0% Q2 2026 Aug 11, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 136,384 6,762 0.26% 0.26% 188 0 0.0% Q2 2026 Aug 06, 2026
HELIOS CAPITAL MANAGEMENT PTE. LTD History No change 136,000 6,739 6.58% 6.58% 189 0 0.0% Q2 2026 Aug 06, 2026
ASSETMARK, INC History No change 135,348 6,707 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 30, 2026
US BANCORP \DE\ History No change 130,512 6,468 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 12, 2026
Mizuho Markets Cayman LP History No change 129,919 6,438 0.24% 0.24% 192 0 0.0% Q2 2026 Jul 24, 2026
Banco Santander, S.A. History No change 128,465 6,366 0.04% 0.04% 193 0 0.0% Q2 2026 Jul 29, 2026
QUADRANT CAPITAL GROUP LLC History No change 126,826 6,285 0.17% 0.17% 194 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 126,700 6,279 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 05, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 126,354 6,275 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 126,000 6,244 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 13, 2026
Jefferies Financial Group Inc. History No change 123,024 6,097 0.04% 0.04% 198 0 0.0% Q2 2026 Aug 17, 2026
Ninety One North America, Inc. History No change 117,577 5,839 0.27% 0.27% 199 0 0.0% Q2 2026 Jul 16, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History No change 117,507 5,834 1.43% 1.43% 200 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 115,794 5,750 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 14, 2026
Gradient Investments LLC History Reduced 119,345 5,744 0.08% 0.09% 202 -13,139 -9.92% Q3 2026 Oct 08, 2026
Timber Creek Capital Management LLC History No change 109,432 5,423 1.11% 1.11% 203 0 0.0% Q2 2026 Aug 10, 2026
LORD, ABBETT & CO. LLC History No change 108,318 5,370 0.02% 0.02% 204 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 107,800 5,342 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 03, 2026
Corient Private Wealth LP History No change 104,646 5,186 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 27, 2026
Squarepoint Ops LLC History No change 103,644 5,136 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 14, 2026
Plato Investment Management Ltd History No change 99,572 4,915 0.28% 0.28% 208 0 0.0% Q2 2026 Aug 06, 2026
HRT FINANCIAL LP History No change 98,423 4,877 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 14, 2026
Osmosis Investment Management UK Ltd History No change 96,968 4,814 0.22% 0.22% 210 0 0.0% Q2 2026 Aug 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 94,387 4,670 0.3% 0.3% 211 0 0.0% Q2 2026 Jul 24, 2026
Bleakley Financial Group, LLC History No change 93,266 4,622 0.06% 0.06% 212 0 0.0% Q2 2026 Aug 05, 2026
Metis Global Partners, LLC History No change 92,411 4,588 0.1% 0.1% 213 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 86,732 4,298 0.06% 0.06% 214 0 0.0% Q2 2026 Jul 23, 2026
Vestmark Advisory Solutions, Inc. History No change 85,946 4,259 0.04% 0.04% 215 0 0.0% Q2 2026 Aug 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 83,806 4,153 0.19% 0.19% 216 0 0.0% Q2 2026 Jul 21, 2026
Polymer Capital Management (HK) LTD History No change 78,801 3,905 0.2% 0.2% 217 0 0.0% Q2 2026 Aug 12, 2026
CenterBook Partners LP History No change 77,849 3,858 0.19% 0.19% 218 0 0.0% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 77,560 3,844 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 76,900 3,811 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 76,800 3,806 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 75,663 3,749 0.0% 0.0% 222 0 0.0% Q2 2026 Jul 28, 2026
ARGA Investment Management, LP History No change 75,301 3,733 0.1% 0.1% 223 0 0.0% Q2 2026 Jul 31, 2026
Vident Advisory, LLC History No change 75,159 3,724 0.03% 0.03% 224 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 75,104 3,722 0.09% 0.09% 225 0 0.0% Q2 2026 Aug 12, 2026
BTC Capital Management, Inc. History No change 74,765 3,705 0.22% 0.22% 226 0 0.0% Q2 2026 Jul 16, 2026
GLENMEDE TRUST CO NA History No change 74,740 3,704 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 10, 2026
EQUITABLE TRUST CO History No change 74,386 3,686 0.15% 0.15% 228 0 0.0% Q2 2026 Jul 23, 2026
IEQ CAPITAL, LLC History No change 73,940 3,664 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 11, 2026
Banque Transatlantique SA History No change 72,543 3,594 0.08% 0.08% 230 0 0.0% Q2 2026 Jul 30, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 69,781 3,458 0.53% 0.53% 231 0 0.0% Q2 2026 Jul 30, 2026
Alaethes Wealth, LLC History No change 69,731 3,455 1.0% 1.0% 232 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 69,570 3,447 0.04% 0.04% 233 0 0.0% Q2 2026 Aug 04, 2026
PDT Partners, LLC History No change 67,648 3,354 0.18% 0.18% 234 0 0.0% Q2 2026 Aug 14, 2026
TrueMark Investments, LLC History No change 67,374 3,339 0.42% 0.42% 235 0 0.0% Q2 2026 Jul 22, 2026
OPAL CAPITAL LLC History No change 67,374 3,339 0.6% 0.6% 236 0 0.0% Q2 2026 Aug 05, 2026
GROUP ONE TRADING LLC History No change 67,158 3,328 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 66,955 3,318 0.08% 0.08% 238 0 0.0% Q2 2026 Jul 22, 2026
CLOVERFIELDS CAPITAL GROUP, LP History No change 65,735 3,257 0.99% 0.99% 239 0 0.0% Q2 2026 Aug 13, 2026
Permanent Capital Management, LP History No change 64,477 3,197 0.43% 0.43% 240 0 0.0% Q2 2026 Aug 12, 2026
Altman Advisors, Inc. History No change 62,585 3,101 1.11% 1.11% 241 0 0.0% Q2 2026 Aug 10, 2026
Stamos Capital Partners, L.P. History No change 62,364 3,090 0.47% 0.47% 242 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 62,012 3,073 0.02% 0.02% 243 0 0.0% Q2 2026 Sep 08, 2026
LANDESBANK BADEN-WUERTTEMBERG History No change 61,435 3,039 1.13% 1.13% 244 0 0.0% Q2 2026 Aug 04, 2026
Bank Pictet & Cie (Europe) AG History No change 61,209 3,039 0.06% 0.06% 245 0 0.0% Q2 2026 Jul 24, 2026
Wealth Alliance Advisory Group, LLC History No change 60,959 3,021 0.44% 0.44% 246 0 0.0% Q2 2026 Jul 23, 2026
IMC-Chicago, LLC History No change 60,720 3,009 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 06, 2026
Orca Wealth Management, LLC History No change 59,821 2,964 1.78% 1.78% 248 0 0.0% Q2 2026 Jul 22, 2026
Parallax Volatility Advisers, L.P. History No change 58,767 2,912 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 58,315 2,890 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 12, 2026
FACTORY MUTUAL INSURANCE CO History No change 57,893 2,869 0.03% 0.03% 251 0 0.0% Q2 2026 Jul 21, 2026
CIGNA INVESTMENTS INC /NEW History No change 57,440 2,853 0.37% 0.37% 252 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 54,506 2,838 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 15, 2026
PARK AVENUE SECURITIES LLC History No change 54,346 2,693 0.02% 0.02% 254 0 0.0% Q2 2026 Jul 20, 2026
CIM, LLC History No change 52,031 2,578 0.33% 0.33% 255 0 0.0% Q2 2026 Aug 13, 2026
Marex Group Ltd History No change 51,382 2,546 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 14, 2026
Bellecapital International Ltd. History No change 51,154 2,533 0.41% 0.41% 257 0 0.0% Q2 2026 Jul 22, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 51,081 2,531 0.93% 0.93% 258 0 0.0% Q2 2026 Jul 10, 2026
Legacy Wealth Asset Management, LLC History Added to 52,066 2,505 0.55% 0.56% 259 +126 0.24% Q3 2026 Oct 08, 2026
Sequoia Financial Advisors, LLC History No change 50,412 2,498 0.01% 0.01% 260 0 0.0% Q2 2026 Jul 17, 2026
NewEdge Advisors, LLC History No change 50,288 2,492 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History No change 50,020 2,478 0.06% 0.06% 262 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 49,691 2,462 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 48,575 2,407 0.03% 0.03% 264 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 47,613 2,359 0.02% 0.02% 265 0 0.0% Q2 2026 Jul 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 46,204 2,289 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History No change 45,243 2,244 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 47,292 2,243 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 42,347 2,098 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 42,046 2,084 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 41,789 2,071 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 10, 2026
Caprock Group, LLC History No change 41,370 2,050 0.04% 0.04% 272 0 0.0% Q2 2026 Jul 27, 2026
Evelyn Partners Group Ltd History No change 40,992 2,031 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 07, 2026
CULLINAN ASSOCIATES INC History No change 40,407 2,002 0.15% 0.15% 274 0 0.0% Q2 2026 Jul 29, 2026
Ballentine Partners, LLC History No change 40,224 1,993 0.02% 0.02% 275 0 0.0% Q2 2026 Jul 17, 2026
RHUMBLINE ADVISERS History No change 39,664 1,965 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 11, 2026
Kathmere Capital Management, LLC History No change 39,599 1,962 0.1% 0.1% 277 0 0.0% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History No change 37,564 1,861 0.02% 0.02% 278 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 36,825 1,825 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 35,334 1,818 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 10, 2026
Baker Ellis Asset Management LLC History No change 36,350 1,801 0.19% 0.19% 281 0 0.0% Q2 2026 Jul 23, 2026
Advisors Asset Management, Inc. History No change 35,985 1,783 0.03% 0.03% 282 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 35,720 1,770 0.02% 0.02% 283 0 0.0% Q2 2026 Aug 11, 2026
NorthCoast Asset Management LLC History No change 35,588 1,763 0.04% 0.04% 284 0 0.0% Q2 2026 Aug 12, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 35,100 1,739 0.48% 0.48% 285 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 34,627 1,716 0.04% 0.04% 286 0 0.0% Q2 2026 Aug 13, 2026
GABELLI FUNDS LLC History No change 34,200 1,694 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 12, 2026
Advisors Capital Management, LLC History No change 34,052 1,687 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 11, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 33,990 1,684 0.02% 0.02% 289 0 0.0% Q2 2026 Jul 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 31,817 1,576 0.02% 0.02% 290 0 0.0% Q2 2026 Aug 03, 2026
Legacy Capital Group California, Inc. History No change 31,602 1,566 0.47% 0.47% 291 0 0.0% Q2 2026 Jul 29, 2026
BAILARD, INC. History No change 31,504 1,561 0.03% 0.03% 292 0 0.0% Q2 2026 Jul 30, 2026
GREENLEAF TRUST History No change 31,467 1,559 0.02% 0.02% 293 0 0.0% Q2 2026 Jul 21, 2026
CULLEN/FROST BANKERS, INC. History No change 30,990 1,535 0.02% 0.02% 294 0 0.0% Q2 2026 Jul 27, 2026
&PARTNERS History No change 30,898 1,531 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 30,650 1,519 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 13, 2026
CHICAGO TRUST Co NA History No change 30,541 1,513 0.22% 0.22% 297 0 0.0% Q2 2026 Jul 16, 2026
Clearstead Advisors, LLC History No change 30,424 1,507 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 06, 2026
FCG Investment Co History No change 29,563 1,465 0.51% 0.51% 299 0 0.0% Q2 2026 Jul 13, 2026
Steward Partners Investment Advisory, LLC History No change 28,825 1,428 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 13, 2026
Future Fund LLC History No change 27,784 1,376 0.39% 0.39% 301 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Added to 28,516 1,372 0.01% 0.01% 302 +3,606 14.48% Q3 2026 Oct 08, 2026
Intesa Sanpaolo Wealth Management History No change 27,095 1,340 0.27% 0.27% 303 0 0.0% Q2 2026 Jul 23, 2026
Morningstar Investment Management LLC History No change 34,188 1,333 0.08% 0.08% 304 0 0.0% Q2 2026 Jul 21, 2026
J.Safra Asset Management Corp History No change 26,778 1,327 0.06% 0.06% 305 0 0.0% Q2 2026 Aug 06, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 26,684 1,322 0.06% 0.06% 306 0 0.0% Q2 2026 Jul 13, 2026
Global Retirement Partners, LLC History No change 26,424 1,309 0.02% 0.02% 307 0 0.0% Q2 2026 Aug 06, 2026
Indivisible Partners History No change 25,999 1,288 0.07% 0.07% 308 0 0.0% Q2 2026 Aug 04, 2026
Henshaw Capital LLC History No change 25,815 1,279 0.04% 0.04% 309 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 25,496 1,263 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 25,447 1,261 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 12, 2026
GeoWealth Management, LLC History No change 25,132 1,245 0.04% 0.04% 312 0 0.0% Q2 2026 Jul 30, 2026
CONNABLE OFFICE INC History No change 24,733 1,225 0.11% 0.11% 313 0 0.0% Q2 2026 Aug 03, 2026
ANTIPODES PARTNERS Ltd History No change 24,604 1,221 0.02% 0.02% 314 0 0.0% Q2 2026 Aug 06, 2026
Jain Global LLC History No change 24,585 1,218 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History No change 24,481 1,213 0.11% 0.11% 316 0 0.0% Q2 2026 Aug 05, 2026
Capula Management Ltd History No change 23,932 1,186 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History No change 23,905 1,184 0.05% 0.05% 318 0 0.0% Q2 2026 Aug 04, 2026
GC Wealth Management RIA, LLC History No change 23,818 1,180 0.07% 0.07% 319 0 0.0% Q2 2026 Jul 16, 2026
JFS WEALTH ADVISORS, LLC History No change 23,592 1,169 0.06% 0.06% 320 0 0.0% Q2 2026 Jul 10, 2026
Qtron Investments LLC History No change 23,519 1,168 0.16% 0.16% 321 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Added to 24,041 1,157 0.1% 0.1% 322 +509 2.16% Q3 2026 Oct 01, 2026
PINNACLE ASSOCIATES LTD History No change 23,342 1,156 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 03, 2026
Storgate, LLC History No change 23,334 1,156 0.24% 0.24% 324 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 22,842 1,132 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 22,806 1,130 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 27, 2026
ATLAS CAPITAL ADVISORS INC. History No change 22,796 1,129 0.12% 0.12% 327 0 0.0% Q2 2026 Aug 13, 2026
Solstein Capital, LLC History No change 22,647 1,124 0.38% 0.38% 328 0 0.0% Q2 2026 Aug 12, 2026
Main Street Financial Solutions, LLC History No change 22,669 1,123 0.07% 0.07% 329 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 22,424 1,111 0.01% 0.01% 330 0 0.0% Q2 2026 Jul 21, 2026
U S GLOBAL INVESTORS INC History No change 22,300 1,105 0.11% 0.11% 331 0 0.0% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 22,252 1,102 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 22,046 1,092 0.02% 0.02% 333 0 0.0% Q2 2026 Aug 05, 2026
Cambridge Investment Research Advisors, Inc. History No change 21,721 1,077 0.0% 0.0% 334 0 0.0% Q2 2026 Jul 27, 2026
SYON CAPITAL LLC History No change 21,313 1,056 0.05% 0.05% 335 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 21,270 1,054 0.05% 0.05% 336 0 0.0% Q2 2026 Aug 20, 2026
OneDigital Investment Advisors LLC History No change 21,071 1,044 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 06, 2026
Massachusetts Wealth Management History No change 21,080 1,044 0.4% 0.4% 338 0 0.0% Q2 2026 Aug 03, 2026
Venturi Wealth Management, LLC History No change 20,559 1,018 0.04% 0.04% 339 0 0.0% Q2 2026 Jul 20, 2026
PDS Planning, Inc History No change 20,470 1,014 0.06% 0.06% 340 0 0.0% Q2 2026 Aug 05, 2026
Centennial Bank/AR/ History No change 19,871 984 0.32% 0.32% 341 0 0.0% Q2 2026 Aug 10, 2026
Themes Management Co LLC History No change 19,708 976 0.65% 0.65% 342 0 0.0% Q2 2026 Jul 21, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 19,488 965 0.14% 0.14% 343 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 19,096 946 0.01% 0.01% 344 0 0.0% Q2 2026 Jul 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 18,989 941 0.01% 0.01% 345 0 0.0% Q2 2026 Jul 28, 2026
Pavaki Capital Management LLC History No change 19,000 941 0.33% 0.33% 346 0 0.0% Q2 2026 Aug 07, 2026
Dorsey & Whitney Trust CO LLC History No change 18,787 931 0.05% 0.05% 347 0 0.0% Q2 2026 Aug 14, 2026
Abacus Wealth Partners, LLC History No change 18,122 898 0.09% 0.09% 348 0 0.0% Q2 2026 Jul 22, 2026
Net Worth Advisory Group History No change 17,947 889 0.22% 0.22% 349 0 0.0% Q2 2026 Jul 13, 2026
Waverly Advisors, LLC History No change 17,093 847 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 14, 2026
Impact Capital Partners LLC History No change 17,006 842 0.23% 0.23% 351 0 0.0% Q2 2026 Jul 14, 2026
NFJ INVESTMENT GROUP, LLC History No change 20,596 826 0.03% 0.03% 352 0 0.0% Q2 2026 Aug 11, 2026
Ascent Group, LLC History No change 16,580 821 0.02% 0.02% 353 0 0.0% Q2 2026 Aug 03, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 16,524 818 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 16,362 810 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 06, 2026
Basecamp Wealth Advisors LLC History No change 16,333 809 0.15% 0.15% 356 0 0.0% Q2 2026 Aug 14, 2026
American Trust Investment Advisors, LLC History No change 16,260 805 0.4% 0.4% 357 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 16,166 801 0.0% 0.0% 358 0 0.0% Q2 2026 Jul 20, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 16,144 800 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 03, 2026
New Vernon Capital Holdings II LLC History No change 16,086 797 0.44% 0.44% 360 0 0.0% Q2 2026 Aug 14, 2026
REYL & Cie S.A. History No change 20,465 786 0.91% 0.91% 361 0 0.0% Q2 2026 Oct 02, 2026
Winning Points Advisors, LLC History No change 30,688 777 1.02% 1.02% 362 0 0.0% Q2 2026 Aug 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 14,975 742 0.01% 0.01% 363 0 0.0% Q2 2026 Jul 14, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 14,981 742 0.07% 0.07% 364 0 0.0% Q2 2026 Aug 13, 2026
KLINGENSTEIN FIELDS & CO LP History No change 14,930 739 0.03% 0.03% 365 0 0.0% Q2 2026 Aug 05, 2026
OSLO PENSJONSFORSIKRING AS History No change 14,896 739 0.08% 0.08% 366 0 0.0% Q2 2026 Jul 31, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 14,763 731 0.01% 0.01% 367 0 0.0% Q2 2026 Jul 20, 2026
Penserra Capital Management LLC History No change 14,756 730 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 13, 2026
Valeo Financial Advisors, LLC History Added to 14,728 708 0.01% 0.01% 369 +2,079 16.44% Q3 2026 Oct 08, 2026
Legacy Financial Advisors, Inc. History No change 14,196 703 0.09% 0.09% 370 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 14,098 698 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 14, 2026
SAGE RHINO CAPITAL LLC History No change 14,030 695 0.11% 0.11% 372 0 0.0% Q2 2026 Aug 03, 2026
swisspartners Advisors Ltd History No change 14,000 693 0.47% 0.47% 373 0 0.0% Q2 2026 Aug 11, 2026
Trust Point Inc. History No change 13,926 690 0.06% 0.06% 374 0 0.0% Q2 2026 Jul 08, 2026
MISSION WEALTH MANAGEMENT, LP History No change 13,650 676 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 20, 2026
Aprio Wealth Management, LLC History No change 13,487 668 0.03% 0.03% 376 0 0.0% Q2 2026 Jul 24, 2026
DAVENPORT & Co LLC History No change 13,334 660 0.0% 0.0% 377 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 13,306 659 0.06% 0.06% 378 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 13,286 657 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 12, 2026
Bridgewater Advisors Inc. History No change 12,218 644 0.04% 0.04% 380 0 0.0% Q2 2026 Aug 05, 2026
Janney Montgomery Scott LLC History No change 12,865 638 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 12,751 631 0.02% 0.02% 382 0 0.0% Q2 2026 Jul 24, 2026
Vigil Wealth Management, LLC History No change 12,700 629 0.45% 0.45% 383 0 0.0% Q2 2026 Aug 05, 2026
Summit Global Investments History No change 12,636 626 0.03% 0.03% 384 0 0.0% Q2 2026 Aug 03, 2026
Beverly Hills Private Wealth, LLC History No change 12,543 621 0.12% 0.12% 385 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 12,502 619 0.01% 0.01% 386 0 0.0% Q2 2026 Jul 29, 2026
Diversify Advisory Services, LLC History No change 11,559 607 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 11,559 607 0.01% 0.01% 388 0 0.0% Q2 2026 Jul 29, 2026
Axxion S.A. History No change 12,134 602 0.04% 0.04% 389 0 0.0% Q2 2026 Aug 14, 2026
First National Bank of Hutchinson History No change 12,117 600 0.33% 0.33% 390 0 0.0% Q2 2026 Aug 03, 2026
MGO ONE SEVEN LLC History No change 12,074 598 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 31, 2026
LEUTHOLD GROUP, LLC History No change 11,983 593 0.06% 0.06% 392 0 0.0% Q2 2026 Aug 04, 2026
Gallacher Capital Management LLC History No change 11,899 589 0.33% 0.33% 393 0 0.0% Q2 2026 Jul 16, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 11,849 587 0.1% 0.1% 394 0 0.0% Q2 2026 Jul 21, 2026
FDx Advisors, Inc. History No change 11,797 585 0.18% 0.18% 395 0 0.0% Q2 2026 Aug 04, 2026
Quantum Portfolio Management LLC History No change 11,823 585 0.21% 0.21% 396 0 0.0% Q2 2026 Aug 14, 2026
Sivia Capital Partners, LLC History No change 11,817 585 0.07% 0.07% 397 0 0.0% Q2 2026 Jul 23, 2026
MAI Capital Management History No change 11,778 583 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 14, 2026
Nilsine Partners, LLC History No change 11,708 580 0.04% 0.04% 399 0 0.0% Q2 2026 Jul 24, 2026
Seed Wealth Management, Inc. History No change 11,695 579 0.37% 0.37% 400 0 0.0% Q2 2026 Jul 27, 2026
Frec Markets, Inc. History No change 11,410 565 0.05% 0.05% 401 0 0.0% Q2 2026 Aug 13, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 11,286 559 0.09% 0.09% 402 0 0.0% Q2 2026 Jul 31, 2026
Private Advisor Group, LLC History No change 11,176 553 0.0% 0.0% 403 0 0.0% Q2 2026 Jul 27, 2026
Ellevest, Inc. History No change 11,105 550 0.06% 0.06% 404 0 0.0% Q2 2026 Aug 10, 2026
SAX WEALTH ADVISORS, LLC History No change 13,693 534 0.02% 0.02% 405 0 0.0% Q2 2026 Jul 09, 2026
BENJAMIN EDWARDS INC History No change 10,744 532 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 24, 2026
Optas, LLC History No change 10,696 530 0.07% 0.07% 407 0 0.0% Q2 2026 Jul 21, 2026
FRED ALGER MANAGEMENT, LLC History No change 10,692 529 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 10,656 528 0.04% 0.04% 409 0 0.0% Q2 2026 Jul 21, 2026
Keebeck Wealth Management History No change 10,584 524 0.05% 0.05% 410 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 10,568 523 0.0% 0.0% 411 0 0.0% Q2 2026 Jul 24, 2026
B. Riley Wealth Advisors, Inc. History No change 10,556 522 0.03% 0.03% 412 0 0.0% Q2 2026 Jul 14, 2026
Oakmont Investment Advisors, Inc. History No change 10,370 513 0.36% 0.36% 413 0 0.0% Q2 2026 Aug 14, 2026
M.E. ALLISON & CO., INC. History No change 10,560 508 0.28% 0.3% 414 0 0.0% Q3 2026 Oct 08, 2026
D'Orazio & Associates, Inc. History No change 10,117 501 0.06% 0.06% 415 0 0.0% Q2 2026 Jul 28, 2026
Aaron Wealth Advisors LLC History No change 10,060 498 0.03% 0.03% 416 0 0.0% Q2 2026 Jul 16, 2026
Roundview Capital LLC History No change 10,022 496 0.03% 0.03% 417 0 0.0% Q2 2026 Jul 30, 2026
Lido Advisors, LLC History No change 10,021 496 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 10,019 496 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 18, 2026
VIKING FUND MANAGEMENT LLC History No change 10,000 495 0.04% 0.04% 420 0 0.0% Q2 2026 Jul 13, 2026
Hirtle & Co., LLC History No change 9,986 494 0.02% 0.02% 421 0 0.0% Q2 2026 Aug 14, 2026
West Family Investments, Inc. History No change 9,606 476 0.14% 0.14% 422 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 9,578 474 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 11, 2026
OSSIAM History No change 9,549 474 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 13, 2026
ANCHYRA PARTNERS LLC History No change 9,564 473 0.11% 0.11% 425 0 0.0% Q2 2026 Jul 23, 2026
Y-Intercept (Hong Kong) Ltd History No change 9,488 470 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 13, 2026
Caitong International Asset Management Co., Ltd History No change 9,476 469 0.06% 0.06% 427 0 0.0% Q2 2026 Aug 04, 2026
COMMERCE BANK History No change 9,312 461 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 9,189 455 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 16, 2026
XTX Topco Ltd History No change 9,172 454 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 14, 2026
PUREfi Wealth, LLC History No change 9,178 454 0.25% 0.25% 431 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL SECURITIES, INC. History No change 9,159 453 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY TRUST CO History No change 9,013 446 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 13, 2026
Credit Capital Investments LLC History No change 9,000 446 0.26% 0.26% 434 0 0.0% Q2 2026 Jul 14, 2026
MATHER GROUP, LLC. History No change 8,967 444 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 27, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 8,940 443 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 13, 2026
Florida Trust Wealth Management Co History No change 8,953 443 0.01% 0.01% 437 0 0.0% Q2 2026 Jul 27, 2026
Greenspring Advisors, LLC History No change 8,881 440 0.02% 0.02% 438 0 0.0% Q2 2026 Aug 11, 2026
FOCUSED ALPHA, LLC History No change 8,892 440 0.11% 0.11% 439 0 0.0% Q2 2026 Aug 07, 2026
LVW Advisors, LLC History No change 8,815 436 0.04% 0.04% 440 0 0.0% Q2 2026 Jul 15, 2026
Compton Wealth Advisory Group, LLC History No change 8,780 436 0.09% 0.09% 441 0 0.0% Q2 2026 Jul 21, 2026
Five Oceans Advisors History No change 8,767 434 0.14% 0.14% 442 0 0.0% Q2 2026 Jul 15, 2026
Empower Advisory Group, LLC History No change 8,764 434 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 8,667 429 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 8,612 426 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 8,511 421 0.0% 0.0% 446 0 0.0% Q2 2026 Sep 23, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 8,461 420 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 14, 2026
Werba Rubin Papier Wealth Management History No change 8,314 412 0.05% 0.05% 448 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Wealth, LLC History No change 8,234 408 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 8,157 404 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 8,159 404 0.01% 0.01% 451 0 0.0% Q2 2026 Jul 07, 2026
Pinnacle Financial Partners, Inc. History No change 8,140 403 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History Added to 8,551 402 0.01% 0.01% 453 +101 1.2% Q3 2026 Oct 09, 2026
Athena Wealth Management, LLC History Added to 8,295 399 0.29% 0.25% 455 +1,387 20.08% Q3 2026 Oct 09, 2026
Perigon Wealth Management, LLC History No change 8,068 399 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 07, 2026
New Republic Capital, LLC History No change 7,972 395 0.09% 0.09% 456 0 0.0% Q2 2026 Jul 31, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 7,958 394 0.03% 0.03% 457 0 0.0% Q2 2026 Jul 16, 2026
Wealthspire Advisors, LLC History No change 7,919 392 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 11, 2026
Collaborative Fund Advisors, LLC History No change 7,895 391 0.23% 0.23% 459 0 0.0% Q2 2026 Jul 30, 2026
Mattson Financial Services, LLC History No change 7,298 390 0.08% 0.08% 460 0 0.0% Q2 2026 Aug 04, 2026
Investors Research Corp History No change 8,036 386 0.07% 0.07% 461 0 0.0% Q3 2026 Oct 07, 2026
Calydon Capital History No change 7,694 381 0.06% 0.06% 462 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 7,607 377 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 11, 2026
Traveka Wealth, LLC History No change 7,500 371 0.12% 0.12% 464 0 0.0% Q2 2026 Jul 21, 2026
Fullerton Fund Management Co Ltd. History No change 7,327 363 0.02% 0.02% 465 0 0.0% Q2 2026 Aug 14, 2026
Westover Capital Advisors, LLC History No change 7,300 361 0.06% 0.06% 466 0 0.0% Q2 2026 Aug 04, 2026
Cromwell Holdings LLC History No change 7,242 358 0.16% 0.16% 467 0 0.0% Q2 2026 Jul 13, 2026
Knights of Columbus Asset Advisors LLC History No change 7,223 357 0.02% 0.02% 468 0 0.0% Q2 2026 Jul 31, 2026
PRIVATE TRUST CO NA History No change 7,185 356 0.03% 0.03% 469 0 0.0% Q2 2026 Jul 28, 2026
Banque Cantonale Vaudoise History No change 7,162,067 355 0.05% 0.05% 470 0 0.0% Q2 2026 Jul 31, 2026
NATURAL INVESTMENTS, LLC History No change 7,171 355 0.08% 0.08% 471 0 0.0% Q2 2026 Jul 31, 2026
55 North Private Wealth, LLC History No change 7,162 354 0.07% 0.07% 472 0 0.0% Q2 2026 Jul 07, 2026
Dynamic Technology Lab Private Ltd History No change 7,054 350 0.08% 0.08% 473 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 7,061 349 0.01% 0.01% 474 0 0.0% Q2 2026 Jul 30, 2026
Ninety One SA (PTY) Ltd History No change 7,000 347 0.02% 0.02% 475 0 0.0% Q2 2026 Jul 16, 2026
SEVEN MILE ADVISORY History No change 6,980 345 0.23% 0.23% 476 0 0.0% Q2 2026 Aug 13, 2026
Marks Group Wealth Management, Inc History No change 6,941 343 0.03% 0.03% 477 0 0.0% Q2 2026 Jul 27, 2026
Brown Financial Advisors History No change 6,844 339 0.12% 0.12% 478 0 0.0% Q2 2026 Aug 26, 2026
Columbia Asset Management History No change 6,798 336 0.06% 0.06% 479 0 0.0% Q2 2026 Jul 21, 2026
AE Wealth Management LLC History No change 6,666 330 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 03, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 6,622 328 0.01% 0.01% 481 0 0.0% Q2 2026 Jul 28, 2026
Havemeyer Place LP History No change 6,637 328 0.03% 0.03% 482 0 0.0% Q2 2026 Aug 13, 2026
Keel Point, LLC History No change 6,613 327 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 14, 2026
RIVERSEDGE ADVISORS, LLC History Added to 6,729 323 0.04% 0.04% 484 +198 3.03% Q3 2026 Oct 09, 2026
Centurion Wealth Management LLC History No change 6,500 322 0.08% 0.08% 485 0 0.0% Q2 2026 Jul 09, 2026
Facet Wealth, Inc. History No change 6,476 320 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 27, 2026
Foster Group, Inc. History No change 6,458 320 0.01% 0.01% 487 0 0.0% Q2 2026 Jul 07, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 6,415 317 0.02% 0.02% 488 0 0.0% Q2 2026 Aug 12, 2026
Hilltop Holdings Inc. History No change 6,363 315 0.02% 0.02% 489 0 0.0% Q2 2026 Aug 13, 2026
Coppell Advisory Solutions LLC History No change 509 307 0.03% 0.03% 490 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 6,199 307 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 6,346 305 0.02% 0.02% 494 -155 -2.38% Q3 2026 Oct 08, 2026
First City Capital Management, Inc. History No change 6,158 305 0.15% 0.15% 492 0 0.0% Q2 2026 Jul 13, 2026
Simplicity Wealth,LLC History No change 6,164 305 0.01% 0.01% 493 0 0.0% Q2 2026 Aug 06, 2026
Sunpointe, LLC History No change 6,144 304 0.09% 0.09% 495 0 0.0% Q2 2026 Jul 24, 2026
Granite Group Advisors, LLC History No change 6,104 302 0.18% 0.18% 496 0 0.0% Q2 2026 Jul 23, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 6,054 300 0.02% 0.02% 497 0 0.0% Q2 2026 Aug 06, 2026
Portside Wealth Group, LLC History No change 6,054 300 0.03% 0.03% 498 0 0.0% Q2 2026 Jul 14, 2026
Savvy Advisors, Inc. History No change 6,059 300 0.01% 0.01% 499 0 0.0% Q2 2026 Aug 03, 2026
SCS Capital Management LLC History No change 6,045 299 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 06, 2026
Greykasell Wealth Strategies, Inc. History No change 6,044 299 0.11% 0.11% 501 0 0.0% Q2 2026 Aug 11, 2026
Gotham Asset Management, LLC History No change 6,021 298 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 14, 2026
Integrated Investment Consultants, LLC History No change 5,981 296 0.06% 0.06% 503 0 0.0% Q2 2026 Aug 17, 2026
Soltis Investment Advisors LLC History No change 5,976 296 0.02% 0.02% 504 0 0.0% Q2 2026 Jul 31, 2026
EJMK Ventures LLC History No change 5,979 296 0.13% 0.13% 505 0 0.0% Q2 2026 Aug 06, 2026
Simmons Bank History No change 5,949 294 0.02% 0.02% 506 0 0.0% Q2 2026 Jul 31, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 5,923 293 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 10, 2026
Aspen Grove Capital, LLC History No change 5,798 287 0.04% 0.04% 508 0 0.0% Q2 2026 Aug 14, 2026
PICTET BANK & TRUST Ltd History No change 5,758 285 0.31% 0.31% 509 0 0.0% Q2 2026 Jul 24, 2026
MONECO ADVISORS, LLC History No change 5,722 283 0.02% 0.02% 510 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History No change 5,720 283 0.01% 0.01% 511 0 0.0% Q2 2026 Jul 09, 2026
HARBOUR INVESTMENTS, INC. History No change 5,704 282 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Family Office, LLC History No change 5,691 282 0.14% 0.14% 513 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 5,688 281 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 10, 2026
WELCH & FORBES LLC History No change 5,660 280 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 30, 2026
Integrity Financial Corp /WA History No change 5,655 280 0.13% 0.13% 516 0 0.0% Q2 2026 Jul 31, 2026
AIRE ADVISORS, LLC History No change 5,647 279 0.05% 0.05% 517 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 5,642 279 0.01% 0.01% 518 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History No change 5,588 276 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 03, 2026
Prime Capital Investment Advisors, LLC History No change 5,584 276 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 05, 2026
Brucke Financial, Inc. History No change 5,503 272 0.12% 0.12% 521 0 0.0% Q2 2026 Jul 21, 2026
PCM Encore, LLC History No change 5,508 272 0.05% 0.05% 522 0 0.0% Q2 2026 Aug 11, 2026
COZAD ASSET MANAGEMENT INC History No change 5,463 270 0.02% 0.02% 523 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 6,750 270 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 5,411 268 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 22, 2026
Permanens Capital L.P. History No change 5,399 267 0.03% 0.03% 526 0 0.0% Q2 2026 Aug 14, 2026
denkapparat Operations GmbH History No change 5,388 266 0.09% 0.09% 527 0 0.0% Q2 2026 Aug 06, 2026
Glen Eagle Advisors, LLC History No change 5,353 265 0.03% 0.03% 528 0 0.0% Q2 2026 Aug 14, 2026
Texas Capital Bank Wealth Management Services Inc History No change 5,281 261 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 07, 2026
Interchange Capital Partners, LLC History No change 5,258 260 0.05% 0.05% 530 0 0.0% Q2 2026 Jul 20, 2026
Ausdal Financial Partners, Inc. History No change 5,211 258 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 14, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 5,225 258 0.07% 0.07% 532 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ALLIANCE, LLC History No change 5,181 256 0.02% 0.02% 533 0 0.0% Q2 2026 Aug 11, 2026
Financial Engines Advisors L.L.C. History No change 5,132 254 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 5,121 253 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,082 251 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 13, 2026
Syverson Strege & Co History No change 5,021 248 0.05% 0.05% 537 0 0.0% Q2 2026 Aug 06, 2026
Inspire Advisors, LLC History No change 5,003 248 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 13, 2026
Tranquilli Financial Advisor LLC History No change 5,008 248 0.13% 0.13% 539 0 0.0% Q2 2026 Aug 07, 2026
Madson Wealth Advisors Inc History No change 5,000 247 0.17% 0.17% 540 0 0.0% Q2 2026 Jul 21, 2026
SYM FINANCIAL Corp History No change 4,982 246 0.02% 0.02% 541 0 0.0% Q2 2026 Aug 04, 2026
Sowell Financial Services LLC History No change 4,965 246 0.01% 0.01% 542 0 0.0% Q2 2026 Jul 17, 2026
OneAscent Financial Services LLC History No change 4,979 246 0.01% 0.01% 543 0 0.0% Q2 2026 Aug 11, 2026
Financial Perspectives, Inc History No change 4,894 242 0.06% 0.06% 544 0 0.0% Q2 2026 Jul 24, 2026
Cheviot Value Management, LLC History No change 4,869 241 0.02% 0.02% 545 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisors, LLC History No change 4,879 241 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 06, 2026
HUB Investment Partners, LLC History No change 4,863 241 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 31, 2026
SEEDS INVESTOR LLC History No change 4,875 241 0.02% 0.02% 548 0 0.0% Q2 2026 Aug 12, 2026
Choate Investment Advisors History No change 4,854 240 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 11, 2026
MACQUARIE GROUP LTD History No change 4,823 239 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 4,830 239 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 07, 2026
GRANVILLE CAPITAL, INC. History No change 4,803 238 0.11% 0.11% 552 0 0.0% Q2 2026 Aug 11, 2026
Independence Bank of Kentucky History No change 4,766 236 0.03% 0.03% 553 0 0.0% Q2 2026 Jul 13, 2026
GDS Wealth Management History No change 4,741 234 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 13, 2026
S Harris Financial Group, LLC History No change 4,700 232 0.18% 0.18% 555 0 0.0% Q2 2026 Jul 24, 2026
Curi Capital, LLC History No change 4,679 231 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 14, 2026
Crestwood Advisors Group, LLC History No change 4,651 230 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 03, 2026
Convergence Financial, LLC History No change 4,660 230 0.02% 0.02% 558 0 0.0% Q2 2026 Aug 05, 2026
PFG Investments, LLC History No change 4,637 229 0.01% 0.01% 559 0 0.0% Q2 2026 Jul 23, 2026
INTRUST BANK NA History No change 4,603 228 0.02% 0.02% 560 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 4,588 227 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 21, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 4,569 226 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 13, 2026
American Trust History No change 4,502 223 0.02% 0.02% 563 0 0.0% Q2 2026 Aug 14, 2026
Warren Street Wealth Advisors, LLC History No change 4,440 220 0.05% 0.05% 564 0 0.0% Q2 2026 Jul 22, 2026
SHELTON CAPITAL MANAGEMENT History No change 4,435 219 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 4,412 219 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 14, 2026
Hilltop National Bank History No change 4,436 219 0.05% 0.05% 567 0 0.0% Q2 2026 Jul 01, 2026
Klingman & Associates, LLC History No change 4,393 217 0.01% 0.01% 568 0 0.0% Q2 2026 Jul 29, 2026
JGP Wealth Management, LLC History No change 4,376 216 0.02% 0.02% 569 0 0.0% Q2 2026 Jul 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,313 213 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 14, 2026
Stonebrook Private Inc. History No change 4,314 213 0.04% 0.04% 571 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History Reduced 4,415 212 0.01% 0.01% 572 -1,412 -24.23% Q3 2026 Oct 07, 2026
Verdence Capital Advisors LLC History No change 4,271 211 0.01% 0.01% 573 0 0.0% Q2 2026 Jul 29, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 4,375 210 0.01% 0.01% 574 -115 -2.56% Q3 2026 Oct 05, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 4,252 210 0.02% 0.02% 575 0 0.0% Q2 2026 Jul 10, 2026
Stronghold Wealth Management L.L.C. History No change 4,183 207 0.28% 0.28% 576 0 0.0% Q2 2026 Jul 24, 2026
Pure Financial Advisors, LLC History No change 4,159 206 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 4,072 202 0.01% 0.01% 578 0 0.0% Q2 2026 Jul 28, 2026
STG SECURITIES, LLC History No change 4,056 201 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 13, 2026
Campbell Deegan Wealth Management, LLC History No change 4,064 201 0.14% 0.14% 580 0 0.0% Q2 2026 Aug 04, 2026
Avidian Wealth Enterprises, LLC History New 4,176 200 0.01% — 582 +4,176 New Q3 2026 Oct 08, 2026
Asset Advisory Group, Inc. History No change 4,045 200 0.09% 0.09% 581 0 0.0% Q2 2026 Jul 09, 2026
Corient IA LP History No change 3,960 196 0.18% 0.18% 583 0 0.0% Q2 2026 Aug 12, 2026
Rosenberg Matthew Hamilton History No change 4,001 192 0.03% 0.04% 584 0 0.0% Q3 2026 Oct 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,814 189 0.01% 0.01% 585 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 3,525 174 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 3,493 173 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 13, 2026
ALLIANZ SE History No change 3,390 168 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 10, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 3,232 160 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 10, 2026
Golden State Wealth Management, LLC History No change 3,212 159 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History No change 3,040 150 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 20, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2,909 144 0.01% 0.01% 592 0 0.0% Q2 2026 Jul 28, 2026
Miller Global Investments, LLC History New 2,758 132 0.11% — 593 +2,758 New Q3 2026 Oct 02, 2026
TIAA Wealth Investment Management LLC History No change 2,616 129 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 10, 2026
Owl Creek Wealth Partners LLC History No change 2,612 129 0.04% 0.04% 595 0 0.0% Q2 2026 Jul 20, 2026
Atlantic Union Bankshares Corp History No change 2,564 127 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 11, 2026
Bruce G. Allen Investments, LLC History No change 2,547 126 0.08% 0.08% 597 0 0.0% Q2 2026 Jul 31, 2026
FIFTH THIRD BANCORP History No change 2,529 125 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 2,436 120 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 2,354 116 0.02% 0.02% 600 0 0.0% Q2 2026 Jul 17, 2026
Westside Investment Management, Inc. History No change 2,095 103 0.01% 0.01% 601 0 0.0% Q2 2026 Jul 27, 2026
PlanVest Financial, Inc History No change 2,096 103 0.07% 0.07% 602 0 0.0% Q2 2026 Aug 10, 2026
Mountain Hill Investment Partners Corp. History No change 2,000 99 0.06% 0.06% 603 0 0.0% Q2 2026 Jul 16, 2026
GAMMA Investing LLC History Added to 2,014 96 0.0% 0.0% 604 +31 1.56% Q3 2026 Oct 08, 2026
Salomon & Ludwin, LLC History No change 1,871 93 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 1,849 91 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 06, 2026
Lavaca Capital LLC History No change 1,784 88 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 14, 2026
Berbice Capital Management LLC History No change 1,700 84 0.04% 0.04% 608 0 0.0% Q2 2026 Jul 23, 2026
Parkside Financial Bank & Trust History No change 1,652 81 0.01% 0.01% 609 0 0.0% Q2 2026 Sep 04, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,604 79 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 10, 2026
First Command Advisory Services, Inc. History No change 1,613 79 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 1,609 79 0.04% 0.04% 612 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 1,590 78 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 28, 2026
Larson Financial Group LLC History No change 1,489 73 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History No change 1,425 70 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 1,284 63 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 23, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,227 60 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Planning Group LLC History No change 1,137 59 0.01% 0.01% 618 0 0.0% Q2 2026 Jul 29, 2026
Ares Financial Consulting, LLC History No change 1,130 56 0.04% 0.04% 619 0 0.0% Q2 2026 Jul 09, 2026
SHP Wealth Management History No change 1,077 53 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 11, 2026
SJS Investment Consulting Inc. History No change 1,057 52 0.01% 0.01% 621 0 0.0% Q2 2026 Jul 22, 2026
Federation des caisses Desjardins du Quebec History No change 1,060 52 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 13, 2026
Rakuten Securities, Inc. History No change 1,033 51 0.01% 0.01% 623 0 0.0% Q2 2026 Aug 11, 2026
Ancora Advisors LLC History No change 999 49 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 14, 2026
Community Bank, N.A. History No change 1,000 49 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 13, 2026
BAYBAN History No change 1,000 49 0.04% 0.04% 626 0 0.0% Q2 2026 Jul 30, 2026
Fairscale Capital, LLC History No change 969 48 0.03% 0.03% 627 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History No change 910 45 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 16, 2026
Smithfield Trust Co History No change 900 44 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 05, 2026
PROSPERITY BANCSHARES INC History No change 870 43 0.03% 0.03% 630 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 836 41 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 16, 2026
FINANCIAL CONSULATE, INC History No change 801 39 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 23, 2026
Bayforest Capital Ltd History No change 799 39 0.04% 0.04% 633 0 0.0% Q2 2026 Aug 05, 2026
Robinswood Financial LLC History No change 798 39 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 14, 2026
HUNTINGTON NATIONAL BANK History No change 779 38 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 773 38 0.01% 0.01% 636 0 0.0% Q2 2026 Jul 24, 2026
V-Square Quantitative Management LLC History No change 730 36 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 27, 2026
MidFirst Bank History No change 715 35 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 697 34 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 700 34 0.01% 0.01% 640 0 0.0% Q2 2026 Jul 27, 2026
First Bancorp, Inc /ME/ History No change 647 32 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 11, 2026
GW&K Investment Management, LLC History No change 653 32 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 641 31 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 13, 2026
Clean Yield Group History No change 591 29 0.01% 0.01% 644 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 524 25 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 20, 2026
WealthCollab, LLC History No change 509 25 0.01% 0.01% 646 0 0.0% Q2 2026 Aug 10, 2026
YANKCOM Partnership History No change 509 25 0.01% 0.01% 647 0 0.0% Q2 2026 Jul 21, 2026
Bank of New Hampshire History New 500 24 0.01% — 651 +500 New Q3 2026 Oct 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 501 24 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 31, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 500 24 0.01% 0.01% 649 0 0.0% Q2 2026 Aug 07, 2026
Elequin Capital, LP History No change 501 24 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 472 23 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 15, 2026
CX Institutional History Added to 424 20 0.0% 0.0% 653 +200 89.29% Q3 2026 Oct 02, 2026
Acumen Wealth Advisors, LLC History No change 413 20 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 03, 2026
Kilter Group LLC History No change 420 20 0.01% 0.01% 655 0 0.0% Q2 2026 Aug 11, 2026
HHM Wealth Advisors, LLC History No change 392 19 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 13, 2026
Nalls Sherbakoff Group, LLC History No change 400 19 0.01% 0.01% 657 0 0.0% Q2 2026 Aug 17, 2026
Bell Investment Advisors, Inc History No change 390 19 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 06, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 382 18 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 15, 2026
Bullock Wealth Management Group History No change 383 18 0.01% 0.01% 660 0 0.0% Q3 2026 Oct 09, 2026
Grove Bank & Trust History Added to 363 17 0.0% 0.0% 663 +250 221.24% Q3 2026 Oct 08, 2026
Hanson & Doremus Investment Management History No change 339 17 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 29, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 348 17 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 27, 2026
Dunhill Financial, LLC History No change 350 17 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 359 17 0.0% 0.0% 665 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Financial Management LLC History No change 363 17 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 28, 2026
CoreCap Advisors, LLC History Reduced 343 16 0.0% 0.0% 670 -177 -34.04% Q3 2026 Oct 08, 2026
BOK Financial Private Wealth, Inc. History No change 342 16 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 07, 2026
Financial Gravity Companies, Inc. History No change 340 16 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 05, 2026
Strategic Wealth Partners, Ltd. History No change 323 16 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 310 15 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 314 15 0.0% 0.0% 672 0 0.0% Q2 2026 Jul 28, 2026
Winch Advisory Services, LLC History No change 303 15 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History No change 270 13 0.0% 0.0% 674 0 0.0% Q2 2026 Jul 14, 2026
AdvisorNet Financial, Inc History No change 279 13 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 23, 2026
JPL Wealth Management, LLC History No change 279 13 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 13, 2026
Principia Wealth Advisory, LLC History No change 263 13 0.01% 0.01% 677 0 0.0% Q2 2026 Aug 26, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 261 12 0.0% 0.0% 678 0 0.0% Q3 2026 Oct 07, 2026
Retirement Wealth Solutions LLC History Reduced 240 11 0.01% 0.01% 683 -1 -0.41% Q3 2026 Oct 07, 2026
MONTAG A & ASSOCIATES INC History No change 237 11 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 05, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 224 11 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Bancorp, Inc. History No change 224 11 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 28, 2026
Main Street Group, LTD History No change 242 11 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 13, 2026
Financial Management Professionals, Inc. History No change 214 10 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 09, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 211 10 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 212 10 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 14, 2026
Nova Wealth Management, Inc. History No change 212 10 0.01% 0.01% 687 0 0.0% Q2 2026 Jul 13, 2026
Roxbury Financial LLC History No change 208 10 0.01% 0.01% 688 0 0.0% Q3 2026 Oct 01, 2026
Manchester Capital Management LLC History No change 183 9 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 199 9 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 20, 2026
Frazier Financial Advisors, LLC History No change 183 9 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 200 9 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 13, 2026
Signature Equity Partners, LLC History No change 196 9 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 30, 2026
MANNING & NAPIER ADVISORS LLC History No change 162 8 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 13, 2026
SOA Wealth Advisors, LLC. History No change 8,098 8 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 21, 2026
Abound Wealth Management History No change 180 8 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 10, 2026
Arlington Trust Co LLC History No change 180 8 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 07, 2026
Atlantic Edge Private Wealth Management, LLC History No change 175 8 0.0% 0.0% 698 0 0.0% Q2 2026 Jul 23, 2026
American Capital Advisory, LLC History No change 174 8 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 146 7 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 07, 2026
MV CAPITAL MANAGEMENT, INC. History No change 157 7 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 30, 2026
Whipplewood Advisors, LLC History No change 151 7 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 27, 2026
North Star Investment Management Corp. History No change 141 6 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 132 6 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 06, 2026
IMA Advisory Services, Inc. History No change 126 6 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 10, 2026
CVA Family Office, LLC History No change 138 6 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Asset Management, LLC History No change 136 6 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 11, 2026
Creative Capital Management Investments LLC History No change 130 6 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 24, 2026
Rossby Financial, LCC History No change 137 6 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 04, 2026
Benson Wealth Management INC History No change 137 6 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 10, 2026
Bravera Wealth History No change 132 6 0.0% 0.0% 711 0 0.0% Q2 2026 Jul 23, 2026
Essential Partners LLC History No change 131 6 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 10, 2026
Planning Strategies Inc. History New 111 5 0.0% — 716 +111 New Q3 2026 Oct 02, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 108 5 0.0% 0.0% 713 0 0.0% Q2 2026 Jul 08, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 116 5 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 07, 2026
Provenance Wealth Advisors, LLC History No change 120 5 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 24, 2026
IFG Advisory, LLC History No change 83 4 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 13, 2026
Kozak & Associates, Inc. History No change 96 4 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 02, 2026
N.E.W. Advisory Services LLC History No change 87 4 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 06, 2026
First Pacific Financial History No change 83 4 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 20, 2026
SITTNER & NELSON, LLC History No change 97 4 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 07, 2026
WEST PACES ADVISORS INC. History No change 85 4 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 17, 2026
Godfrey Financial Associates, Inc. History No change 92 4 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 11, 2026
NBH Bank History No change 100 4 0.0% 0.0% 724 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 75 3 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 67 3 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 17, 2026
Stone House Investment Management, LLC History No change 71 3 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 05, 2026
Bogart Wealth, LLC History No change 71 3 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History No change 65 3 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 31, 2026
Gleason Group, Inc. History No change 80 3 0.0% 0.0% 730 0 0.0% Q2 2026 Jul 13, 2026
Fortitude Family Office, LLC History No change 74 3 0.0% 0.0% 731 0 0.0% Q2 2026 Jul 20, 2026
Aventura Private Wealth, LLC History No change 69 3 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 15, 2026
GK Wealth Management LLC History New 60 2 0.0% — 746 +60 New Q3 2026 Oct 09, 2026
CENTRAL TRUST Co History No change 45 2 0.0% 0.0% 733 0 0.0% Q2 2026 Jul 31, 2026
ST GERMAIN D J CO INC History No change 46 2 0.0% 0.0% 734 0 0.0% Q2 2026 Jul 21, 2026
FEDERATED HERMES, INC. History No change 54 2 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 55 2 0.0% 0.0% 736 0 0.0% Q2 2026 Jul 30, 2026
Tower Research Capital LLC (TRC) History No change 56 2 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 11, 2026
Coston, McIsaac & Partners History No change 52 2 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 12, 2026
SWAN Capital LLC History No change 48 2 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History No change 41 2 0.0% 0.0% 740 0 0.0% Q2 2026 Jul 06, 2026
Burk Holdings LLC History No change 59 2 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 12, 2026
Basepoint Wealth LLC History No change 56 2 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 10, 2026
Sankala Group LLC History No change 44 2 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 18, 2026
Allied Private Wealth LLC History No change 46 2 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 09, 2026
Highland Investment Advisors LLC History No change 53 2 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 13, 2026
Noble Wealth Management PBC History Added to 26 1 0.0% 0.0% 761 +5 23.81% Q3 2026 Oct 01, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 35 1 0.0% 0.0% 747 0 0.0% Q2 2026 Sep 02, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 22 1 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 18, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 39 1 0.0% 0.0% 749 0 0.0% Q2 2026 Jul 21, 2026
TD Capital Management LLC History No change 29 1 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History No change 35 1 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 23, 2026
Game Plan Financial Advisors, LLC History No change 26 1 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 07, 2026
Quent Capital, LLC History No change 31 1 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 38 1 0.0% 0.0% 754 0 0.0% Q3 2026 Oct 09, 2026
Trifecta Capital Advisors, LLC History No change 30 1 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 03, 2026
Cassaday & Co Wealth Management LLC History No change 30 1 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 10, 2026
Caitlin John, LLC History No change 27 1 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 17, 2026
Financial Network Wealth Advisors LLC History No change 38 1 0.0% 0.0% 758 0 0.0% Q2 2026 Jul 29, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 33 1 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 14, 2026
Synergy Investment Management, LLC History No change 38 1 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 14, 2026
Advocate Investing Services LLC History No change 40 1 0.0% 0.0% 762 0 0.0% Q2 2026 Jul 28, 2026
Monetary Solutions, Ltd History No change 38 1 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 23, 2026
Downshift Financial, LLC History No change 39 1 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 12, 2026
Forum Finance Group S.A. History No change 14 1 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 14, 2026
PARK NATIONAL CORP /OH/ History Closed out 0 0 — 0.01% — -4,595 -100.0% Q3 2026 Oct 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 11 0 — — — +11 New Q3 2026 Oct 09, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 13 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Truvestments Capital LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Aberdeen Wealth Management LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 8 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Kingdom Financial Group LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Decker Retirement Planning Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Nemes Rush Group LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Mosley Wealth Management History No change 6 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Midwest Capital Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
AMERIFLEX GROUP, INC. History No change 14 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Nvest Wealth Strategies, Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Jul 10, 2026