HOME BANCORP, INC. - HBCP
Detailed investor-level table based on 13F positions.
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 490,262 | 33,592 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 450,773 | 29,778 | 0.01% | 0.01% | 2 | +5,041 | 1.13% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 345,070 | 23,644 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 296,741 | 20,332 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 219,100 | 15,012 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 181,713 | 12,006 | 0.0% | 0.0% | 6 | -3,088 | -1.67% | Q3 2026 | Nov 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 168,749 | 11,562 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 125,407 | 8,592 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 114,543 | 7,848 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 104,032 | 7,128 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 102,377 | 7,014 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 82,962 | 5,684 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 63,300 | 4,337 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Reduced | 63,787 | 4,213 | 1.48% | 2.31% | 14 | -30,963 | -32.68% | Q3 2026 | Oct 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 55,273 | 3,787 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 52,468 | 3,595 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 51,602 | 3,535 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 49,266 | 3,375 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 48,055 | 3,292 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 47,786 | 3,274 | 0.59% | 0.59% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 45,421 | 3,112 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 43,172 | 2,958 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 39,737 | 2,625 | 0.33% | 0.35% | 23 | +16 | 0.04% | Q3 2026 | Oct 15, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 38,725 | 2,558 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 35,592 | 2,351 | 0.0% | 0.0% | 25 | +146 | 0.41% | Q3 2026 | Nov 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 32,532 | 2,229 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 31,271 | 2,142 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 32,005 | 2,113 | 0.0% | 0.01% | 28 | -60,277 | -65.32% | Q3 2026 | Nov 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 31,929 | 2,109 | 0.0% | — | 29 | +31,929 | New | Q3 2026 | Nov 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 30,703 | 2,103 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 28,840 | 1,976 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 28,628 | 1,961 | 0.25% | 0.25% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 25,693 | 1,760 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 25,000 | 1,713 | 0.31% | 0.31% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| De Lisle Partners LLP | History | No change | 22,985 | 1,576 | 0.17% | 0.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 21,299 | 1,407 | 0.0% | 0.0% | 36 | +9,317 | 77.76% | Q3 2026 | Nov 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 20,236 | 1,386 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Reduced | 20,708 | 1,371 | 0.16% | 0.17% | 38 | -384 | -1.82% | Q3 2026 | Oct 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 18,264 | 1,251 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 16,379 | 1,122 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 15,648 | 1,072 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 13,973 | 957 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,460 | 922 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 13,900 | 918 | 0.0% | 0.0% | 44 | +3,400 | 32.38% | Q3 2026 | Oct 30, 2026 |
| SummerHaven Investment Management, LLC | History | New | 13,473 | 890 | 0.5% | — | 45 | +13,473 | New | Q3 2026 | Oct 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 12,906 | 889 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crawford Fund Management, LLC | History | No change | 12,947 | 887 | 0.14% | 0.14% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 12,709 | 870 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 12,696 | 869 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 12,532 | 858 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Invesco Ltd. | History | No change | 11,917 | 816 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 11,804 | 808 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 11,238 | 770 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 11,617 | 767 | 0.0% | 0.0% | 54 | +3,865 | 49.86% | Q3 2026 | Nov 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 10,747 | 736 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,505 | 719 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 9,412 | 644 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 9,086 | 622 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 8,597 | 589 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,650 | 571 | 0.0% | 0.0% | 60 | -9,373 | -52.01% | Q3 2026 | Nov 06, 2026 |
| SG Americas Securities, LLC | History | No change | 8,269 | 567 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 8,135 | 557 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Capital Management, LLC | History | No change | 8,300 | 548 | 0.19% | 0.19% | 63 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,986 | 547 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 7,507 | 514 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 8,450 | 511 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 7,423 | 508 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,324 | 501 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,057 | 483 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CITIGROUP INC | History | Reduced | 7,156 | 472 | 0.0% | 0.0% | 70 | -3,879 | -35.15% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,101 | 418 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,100 | 417 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,076 | 416 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 6,049 | 399 | 0.0% | 0.0% | 74 | -25 | -0.41% | Q3 2026 | Nov 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 6,029 | 398 | 0.0% | 0.0% | 76 | -871 | -12.62% | Q3 2026 | Nov 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 5,806 | 398 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 5,881 | 388 | 0.03% | 0.04% | 77 | +11 | 0.19% | Q3 2026 | Oct 13, 2026 |
| BCM ADVISORS, LLC | History | Added to | 6,275 | 380 | 0.07% | 0.09% | 78 | +24 | 0.38% | Q3 2026 | Nov 03, 2026 |
| Engineers Gate Manager LP | History | No change | 5,360 | 367 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 5,294 | 362 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 5,102 | 350 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 5,049 | 345 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Broussard Financial Group LLC | History | No change | 5,150 | 340 | 0.25% | 0.28% | 83 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,984 | 332 | 0.0% | 0.0% | 84 | +134 | 2.76% | Q3 2026 | Oct 13, 2026 |
| BARCLAYS PLC | History | Reduced | 4,787 | 316 | 0.0% | 0.0% | 85 | -2,539 | -34.66% | Q3 2026 | Nov 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,526 | 310 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| R Squared Ltd | History | New | 4,298 | 283 | 0.15% | — | 87 | +4,298 | New | Q3 2026 | Nov 05, 2026 |
| PDT Partners, LLC | History | No change | 4,054 | 277 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 4,017 | 275 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 3,859 | 264 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 3,708 | 254 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,805 | 251 | 0.01% | 0.0% | 92 | -4 | -0.11% | Q3 2026 | Oct 22, 2026 |
| Cetera Investment Advisers | History | No change | 3,259 | 223 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 3,257 | 223 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,160 | 216 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,142 | 215 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stone Wealth Partners | History | New | 3,066 | 203 | 0.07% | — | 97 | +3,066 | New | Q3 2026 | Nov 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 2,960 | 202 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,800 | 191 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Canton Hathaway, LLC | History | Added to | 2,212 | 146 | 0.03% | 0.03% | 100 | +11 | 0.5% | Q3 2026 | Oct 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,827 | 120 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| GAMMA Investing LLC | History | Added to | 1,641 | 108 | 0.0% | 0.0% | 102 | +211 | 14.76% | Q3 2026 | Oct 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,536 | 105 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,415 | 93 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,103 | 72 | 0.0% | 0.0% | 105 | +604 | 121.04% | Q3 2026 | Nov 06, 2026 |
| Legal & General Group Plc | History | No change | 679 | 46 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 638 | 43 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 613 | 42 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 500 | 33 | 0.0% | 0.0% | 109 | +28 | 5.93% | Q3 2026 | Nov 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 478 | 32 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 461 | 30 | 0.0% | 0.0% | 111 | +410 | 803.92% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | New | 437 | 29 | 0.0% | — | 112 | +437 | New | Q3 2026 | Nov 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 409 | 27 | 0.0% | 0.0% | 113 | +34 | 9.07% | Q3 2026 | Oct 28, 2026 |
| Fortitude Family Office, LLC | History | Added to | 339 | 22 | 0.0% | — | 114 | +335 | 8375.0% | Q3 2026 | Oct 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 308 | 20 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 271 | 18 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 255 | 17 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 181 | 12 | 0.0% | 0.0% | 118 | -6 | -3.21% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | No change | 169 | 11 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 126 | 8 | 0.0% | — | 121 | +126 | New | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 135 | 8 | 0.0% | 0.0% | 120 | +35 | 35.0% | Q3 2026 | Nov 04, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 96 | 6 | 0.0% | 0.2% | 124 | -24,009 | -99.6% | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 99 | 6 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 96 | 6 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Essential Partners LLC | History | No change | 80 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 72 | 4 | 0.0% | 0.0% | 126 | +56 | 350.0% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 46 | 3 | 0.0% | — | 128 | +46 | New | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 47 | 3 | 0.0% | 0.0% | 127 | +14 | 42.42% | Q3 2026 | Nov 03, 2026 |
| Continuum Advisory, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 36 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 24 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 18 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Versant Capital Management, Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Quarry LP | History | No change | 25 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,648 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,670 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,386 | -100.0% | Q3 2026 | Oct 16, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,003 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -181 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 23, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 4 | 0 | — | — | — | -8 | -66.67% | Q3 2026 | Nov 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13 | 0 | — | — | — | +3 | 30.0% | Q3 2026 | Nov 05, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |