HINGHAM INSTN SVGS MASS - HIFS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Maren Capital LLC | History | No change | 193,531 | 59,442 | 2.76% | 2.76% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 153,549 | 47,162 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Doma Perpetual Capital Management LLC | History | No change | 123,437 | 37,913 | 8.8% | 8.8% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 109,447 | 33,616 | 0.27% | 0.27% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 90,215 | 27,709 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | No change | 81,582 | 25,057 | 0.83% | 0.83% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 76,867 | 23,609 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 57,231 | 17,578 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 48,286 | 14,831 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 46,558 | 14,303 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 43,660 | 13,410 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 32,741 | 10,056 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | History | No change | 31,680 | 9,730 | 6.39% | 6.39% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 28,746 | 8,829 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| De Lisle Partners LLP | History | No change | 26,759 | 8,223 | 0.9% | 0.9% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 25,575 | 7,855 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 25,273 | 7,762 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crawford Fund Management, LLC | History | No change | 18,662 | 5,732 | 0.88% | 0.88% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 18,462 | 5,670 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 15,709 | 4,825 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 15,173 | 4,660 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 14,338 | 4,403 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 14,219 | 4,367 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 14,000 | 4,300 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 13,581 | 4,171 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HENNESSY ADVISORS INC | History | No change | 13,000 | 3,992 | 0.13% | 0.13% | 26 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 12,492 | 3,836 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 11,144 | 3,422 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,796 | 3,315 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,693 | 2,977 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,037 | 2,468 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,363 | 2,261 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Liontrust Investment Partners LLP | History | No change | 7,350 | 2,257 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Quantinno Capital Management LP | History | No change | 7,073 | 2,172 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,802 | 2,089 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 6,669 | 2,048 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 6,197 | 1,903 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 4,776 | 1,466 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,753 | 1,460 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 4,671 | 1,434 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 4,578 | 1,406 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 4,275 | 1,313 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 3,604 | 1,106 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Invesco Ltd. | History | No change | 3,544 | 1,088 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 3,521 | 1,081 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 3,387 | 1,040 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 3,170 | 973 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,117 | 957 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,014 | 925 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 3,006 | 923 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,951 | 906 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 2,803 | 860 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 2,782 | 854 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 2,664 | 818 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 2,351 | 722 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,440 | 709 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jump Financial, LLC | History | No change | 2,215 | 680 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,197 | 674 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 2,074 | 637 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 2,022 | 621 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centiva Capital, LP | History | No change | 2,019 | 620 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wallace Capital Management Inc. | History | No change | 2,000 | 614 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | No change | 1,881 | 577 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,800 | 566 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,794 | 551 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 1,755 | 539 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 1,720 | 528 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,760 | 503 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,619 | 497 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,567 | 481 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 1,556 | 477 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELCH & FORBES LLC | History | No change | 1,525 | 468 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 1,512 | 464 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,489 | 457 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clean Yield Group | History | No change | 1,445 | 443 | 0.11% | 0.11% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,370 | 421 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 1,341 | 412 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 1,294 | 397 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 1,284 | 394 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 1,230 | 369 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 1,172 | 360 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IEQ CAPITAL, LLC | History | No change | 1,035 | 317 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 972 | 298 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SVRN Asset Management, LLC | History | No change | 862 | 264 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 816 | 250 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 798 | 245 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 801 | 245 | 0.11% | 0.11% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brevan Howard Capital Management LP | History | No change | 783 | 240 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 783 | 240 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 778 | 238 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 753 | 231 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 749 | 230 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 715 | 219 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 713 | 218 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Moors & Cabot, Inc. | History | No change | 710 | 218 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 707 | 217 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 697 | 214 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 680 | 208 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McNamara Financial Services, Inc. | History | No change | 675 | 207 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 542 | 166 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 500 | 153 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 371 | 113 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 275 | 84 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 242 | 74 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 208 | 63 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 161 | 49 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 153 | 46 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 147 | 45 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 146 | 44 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 125 | 38 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Parallel Advisors, LLC | History | No change | 97 | 29 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 81 | 24 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sachetta, LLC | History | No change | 56 | 17 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GAMMA Investing LLC | History | No change | 44 | 13 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 45 | 12 | 0.0% | 0.0% | 116 | -1 | -2.17% | Q3 2026 | Oct 01, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 40 | 12 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 38 | 11 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 29 | 8 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 23 | 7 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 23 | 7 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IFP Advisors, Inc | History | No change | 17 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kilter Group LLC | History | No change | 17 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 15 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 10 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 11 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 8 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Covestor Ltd | History | No change | 1 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hughes Financial Services, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essential Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |