HORIZON BANCORP INC /IN/ - HBNC

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.
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 7,201,718 143,890 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,203,515 44,026 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 2,235,822 37,047 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
PL Capital Advisors, LLC History No change 1,812,825 36,220 10.07% 10.07% 4 0 0.0% Q2 2026 Jul 31, 2026
STATE STREET CORP History No change 1,808,272 36,129 0.0% 0.0% 5 0 0.0% Q2 2026 Sep 22, 2026
JENNISON ASSOCIATES LLC History No change 1,644,321 32,853 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 03, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 1,368,401 27,340 0.04% 0.04% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,340,734 26,791 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
FJ Capital Management LLC History No change 1,246,550 24,906 3.23% 3.23% 9 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,280,005 24,102 0.0% 0.01% 10 -291,702 -18.56% Q3 2026 Nov 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,090,943 21,797 0.02% 0.02% 11 0 0.0% Q2 2026 Sep 09, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,019,265 20,364 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 970,116 19,382 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 806,618 16,116 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
MALTESE CAPITAL MANAGEMENT LLC History No change 710,000 14,185 2.59% 2.59% 15 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 657,713 13,193 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 624,932 12,487 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
Stieven Capital Advisors, L.P. History No change 589,179 11,771 2.25% 2.25% 18 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 517,082 10,331 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 493,176 9,853 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 481,470 9,619 0.17% 0.17% 21 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 464,197 9,274 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
HORIZON BANCORP INC /IN/ History No change 445,103 8,893 4.17% 4.17% 23 0 0.0% Q2 2026 Aug 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 433,147 8,654 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Pacific Ridge Capital Partners, LLC History No change 425,352 8,498 1.54% 1.54% 25 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 411,959 8,230 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 398,427 7,960 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 339,071 6,774 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 336,168 6,716 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 06, 2026
CSM Advisors, LLC History No change 306,270 6,119 0.13% 0.13% 30 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 289,490 5,784 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 06, 2026
Elizabeth Park Capital Advisors, Ltd. History No change 284,669 5,687 3.93% 3.93% 32 0 0.0% Q2 2026 Aug 13, 2026
Siena Capital Partners GP, LLC History No change 200,000 3,998 0.97% 0.97% 33 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 195,494 3,905 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 188,700 3,770 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 11, 2026
Verition Fund Management LLC History No change 170,787 3,412 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 156,495 3,126 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 155,500 3,106 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 147,606 2,949 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
Harbour Trust & Investment Management Co History Reduced 153,870 2,897 0.28% 0.33% 40 -16,872 -9.88% Q3 2026 Oct 28, 2026
Atom Investors LP History No change 142,466 2,846 0.25% 0.25% 41 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 149,834 2,821 0.0% 0.0% 42 +9,778 6.98% Q3 2026 Nov 02, 2026
Quantinno Capital Management LP History No change 135,782 2,712 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 128,133 2,560 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History No change 121,407 2,425 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 118,578 2,369 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
Bayview Asset Management, LLC History No change 113,500 2,267 0.46% 0.46% 47 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 109,238 2,182 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 111,502 2,099 0.04% 0.04% 49 -6,441 -5.46% Q3 2026 Oct 13, 2026
MARSHALL WACE, LLP History No change 104,144 2,080 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 103,317 2,064 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 102,750 2,052 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 11, 2026
BARCLAYS PLC History No change 98,547 1,968 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 92,190 1,841 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 13, 2026
HoldCo Asset Management, LP History No change 91,756 1,833 0.12% 0.12% 55 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 88,725 1,772 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 84,081 1,679 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 82,812 1,654 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 82,814 1,654 0.08% 0.08% 59 0 0.0% Q2 2026 Aug 11, 2026
Schonfeld Strategic Advisors LLC History No change 76,865 1,535 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 72,526 1,449 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Added to 75,684 1,425 0.03% 0.02% 62 +18,893 33.27% Q3 2026 Oct 16, 2026
Sanctuary Advisors, LLC History No change 69,858 1,395 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 13, 2026
Polymer Capital Management (US) LLC History No change 69,587 1,390 0.18% 0.18% 64 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 69,108 1,380 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 68,753 1,373 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 66,729 1,333 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History Added to 69,022 1,299 0.0% 0.0% 68 +46,443 205.69% Q3 2026 Nov 02, 2026
RHUMBLINE ADVISERS History No change 63,948 1,277 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 61,106 1,220 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 61,045 1,219 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 24, 2026
UBS Group AG History No change 60,870 1,216 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
Numerai GP LLC History No change 57,517 1,149 0.09% 0.09% 73 0 0.0% Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History Reduced 60,060 1,130 0.02% 0.02% 74 -3,326 -5.25% Q3 2026 Oct 08, 2026
State of New Jersey Common Pension Fund D History New 59,872 1,127 0.0% — 75 +59,872 New Q3 2026 Nov 05, 2026
HSBC HOLDINGS PLC History No change 54,847 1,094 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 54,525 1,089 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 06, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 55,939 1,053 0.02% 0.02% 78 +9,984 21.73% Q3 2026 Oct 13, 2026
DEUTSCHE BANK AG\ History No change 50,768 1,014 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 47,392 946 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 49,536 932 0.0% 0.0% 81 -6,358 -11.38% Q3 2026 Nov 04, 2026
Mariner, LLC History No change 42,525 849 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 41,656 832 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 40,125 801 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 39,441 788 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 38,665 753 0.0% 0.0% 86 +17,748 84.85% Q3 2026 Oct 13, 2026
Arkadios Wealth Advisors History No change 37,172 742 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 39,068 735 0.01% 0.01% 88 0 0.0% Q3 2026 Oct 15, 2026
FRANKLIN RESOURCES INC History No change 36,665 732 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
Indiana Trust & Investment Management Co History No change 38,700 728 0.2% 0.21% 90 0 0.0% Q3 2026 Oct 22, 2026
HANCOCK WHITNEY CORP History No change 36,211 723 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 14, 2026
1ST SOURCE BANK History No change 36,000 719 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 06, 2026
Minerva Advisors LLC History No change 35,052 700 0.44% 0.44% 93 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 34,162 683 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 33,697 673 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 11, 2026
Trexquant Investment LP History No change 31,979 638 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History Reduced 33,814 636 0.03% 0.03% 97 -219 -0.64% Q3 2026 Oct 22, 2026
JANE STREET GROUP, LLC History No change 31,400 627 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 31,288 625 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 32,586 613 0.0% 0.0% 100 +1,658 5.36% Q3 2026 Nov 04, 2026
MetLife Investment Management, LLC History No change 29,952 598 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 29,732 594 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 28,979 579 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 28,957 578 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 28,117 562 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 27,152 542 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 27,152 542 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History No change 27,127 541 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 25,867 516 0.0% 0.0% 109 0 0.0% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 25,760 514 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 19, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 24,889 497 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 24,462 488 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 04, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 24,184 483 0.08% 0.08% 113 0 0.0% Q2 2026 Aug 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 23,620 471 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 22,827 456 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 11, 2026
VARCOV Co. History No change 21,605 431 0.16% 0.16% 116 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 21,420 427 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 19,810 395 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 17, 2026
SG Americas Securities, LLC History No change 19,712 394 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 18,772 375 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 18,014 359 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 29, 2026
Jupiter Topco LLC History No change 17,018 340 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 16,894 337 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 15,256 304 0.01% 0.01% 124 0 0.0% Q2 2026 Jul 17, 2026
FIFTH THIRD BANCORP History No change 14,562 290 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 05, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 14,401 287 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,158 282 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 23, 2026
Engineers Gate Manager LP History No change 13,710 273 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History Added to 14,455 272 0.0% 0.0% 129 +320 2.26% Q3 2026 Nov 03, 2026
Amundi History No change 13,537 270 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
GAMCO INVESTORS, INC. ET AL History No change 13,000 259 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 12, 2026
Bedel Financial Consulting, Inc. History No change 12,937 258 0.02% 0.02% 132 0 0.0% Q2 2026 Jul 29, 2026
HighTower Advisors, LLC History No change 12,594 251 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 05, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 12,320 246 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 10, 2026
AMI INVESTMENT MANAGEMENT INC History No change 11,823 222 0.04% 0.05% 135 0 0.0% Q3 2026 Oct 27, 2026
World Investment Advisors History No change 13,325 220 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 10,971 219 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
Bleakley Financial Group, LLC History No change 10,943 218 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 05, 2026
KLP KAPITALFORVALTNING AS History No change 10,900 217 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
Arete Wealth Advisors, LLC History No change 10,729 214 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,673 213 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Investments Australia, Ltd. History No change 10,249 204 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Capital Asset Advisory Services LLC History Reduced 10,164 203 0.01% 0.01% 143 -1,122 -9.94% Q3 2026 Oct 30, 2026
CAPTRUST FINANCIAL ADVISORS History No change 10,127 202 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 10,156 202 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
AMG National Trust Bank History No change 10,000 199 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 06, 2026
SENTINEL TRUST CO LBA History New 10,400 196 0.02% — 147 +10,400 New Q3 2026 Nov 03, 2026
One Capital Management, LLC History No change 11,389 188 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 9,395 187 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 9,101 174 0.0% 0.0% 150 0 0.0% Q3 2026 Oct 20, 2026
CX Institutional History Added to 8,496 160 0.0% 0.0% 151 +66 0.78% Q3 2026 Oct 02, 2026
Pathway Financial Advisers, LLC History New 7,327 137 0.03% — 152 +7,327 New Q3 2026 Oct 26, 2026
ROYAL BANK OF CANADA History No change 6,635 133 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 6,412 128 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,137 122 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 07, 2026
Aquatic Capital Management LLC History No change 4,908 98 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 4,759 95 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 4,655 93 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 4,498 89 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History Added to 4,555 85 0.0% 0.0% 160 +54 1.2% Q3 2026 Nov 03, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,139 83 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 10, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 4,100 81 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 10, 2026
Quantbot Technologies LP History No change 3,504 70 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History Added to 3,603 67 0.0% 0.0% 164 +254 7.58% Q3 2026 Oct 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,725 55 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 2,477 49 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 1,898 37 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,871 37 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
Plante Moran Financial Advisors, LLC History No change 1,949 36 0.0% 0.0% 169 0 0.0% Q3 2026 Nov 04, 2026
Allworth Financial LP History No change 1,570 31 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 11, 2026
GROUP ONE TRADING LLC History No change 1,500 29 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History No change 1,036 19 0.0% 0.0% 172 0 0.0% Q3 2026 Oct 01, 2026
Sterling Capital Management LLC History Reduced 999 18 0.0% 0.0% 173 -35 -3.38% Q3 2026 Oct 22, 2026
Larson Financial Group LLC History No change 807 16 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 805 15 0.0% 0.0% 175 +203 33.72% Q3 2026 Oct 08, 2026
Fortitude Family Office, LLC History New 756 14 0.0% — 178 +756 New Q3 2026 Oct 14, 2026
Farther Finance Advisors, LLC History Added to 782 14 0.0% 0.0% 176 +258 49.24% Q3 2026 Oct 08, 2026
Smartleaf Asset Management LLC History No change 699 14 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 732 13 0.0% 0.0% 179 0 0.0% Q3 2026 Nov 04, 2026
OSAIC HOLDINGS, INC. History No change 613 12 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 443 8 0.0% — 184 +443 New Q3 2026 Oct 16, 2026
SJS Investment Consulting Inc. History Added to 465 8 0.0% 0.0% 183 +399 604.55% Q3 2026 Oct 26, 2026
ROTHSCHILD INVESTMENT LLC History No change 441 8 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 460 8 0.0% 0.0% 182 0 0.0% Q3 2026 Oct 27, 2026
JPL Wealth Management, LLC History No change 382 7 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History Added to 288 5 0.0% 0.0% 186 +38 15.2% Q3 2026 Oct 20, 2026
Essential Partners LLC History No change 311 5 0.0% 0.0% 187 0 0.0% Q3 2026 Oct 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 245 4 0.0% 0.0% 188 0 0.0% Q2 2026 Jul 31, 2026
IFP Advisors, Inc History No change 247 4 0.0% 0.0% 189 0 0.0% Q3 2026 Oct 16, 2026
Quarry LP History No change 233 4 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History New 134 2 0.0% — 195 +134 New Q3 2026 Oct 27, 2026
Silver Grove Financial Group, Inc. History Reduced 152 2 0.0% 0.0% 194 -5 -3.18% Q3 2026 Nov 05, 2026
BESSEMER GROUP INC History No change 105 2 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 12, 2026
Optiver Holding B.V. History No change 142 2 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 117 2 0.0% 0.0% 193 0 0.0% Q3 2026 Oct 13, 2026
SIMPLEX TRADING, LLC History New 100 1 0.0% — 199 +100 New Q3 2026 Nov 04, 2026
Root Financial Partners, LLC History New 89 1 0.0% — 200 +89 New Q3 2026 Oct 21, 2026
Ascentis Wealth Management, LLC History New 56 1 0.0% — 201 +56 New Q3 2026 Nov 03, 2026
James T. Borello RIA History Added to 58 1 0.0% 0.0% 198 +3 5.45% Q3 2026 Oct 16, 2026
NISA INVESTMENT ADVISORS, LLC History No change 86 1 0.0% 0.0% 196 0 0.0% Q3 2026 Oct 20, 2026
MassMutual Private Wealth & Trust, FSB History No change 58 1 0.0% 0.0% 197 0 0.0% Q3 2026 Oct 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 — 0.26% — -35,913 -100.0% Q3 2026 Oct 14, 2026
B.O.S.S. Retirement Advisors, LLC History Closed out 0 0 — 0.17% — -31,276 -100.0% Q3 2026 Oct 26, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Closed out 0 0 — 0.0% — -27,700 -100.0% Q3 2026 Oct 28, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 — 0.03% — -16,748 -100.0% Q3 2026 Oct 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -11,286 -100.0% Q3 2026 Oct 21, 2026
State of Alaska, Department of Revenue History Closed out 0 0 — 0.0% — -1,751 -100.0% Q3 2026 Oct 15, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -50 -100.0% Q3 2026 Oct 23, 2026
ASSETMARK, INC History New 4 0 — — — +4 New Q3 2026 Oct 21, 2026
HUNTINGTON NATIONAL BANK History No change 14 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 34 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Trust Co History No change 30 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 39 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
SBI Securities Co., Ltd. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
CoreCap Advisors, LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Bare Financial Services, Inc History No change 49 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
American Capital Advisory, LLC History No change 12 0 — — — 0 0.0% Q3 2026 Oct 28, 2026