HIGHWOODS PROPERTIES, INC. - HIW

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
BlackRock, Inc. History No change 21,011,850 633,717 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
COHEN & STEERS, INC. History No change 16,834,467 507,728 0.8% 0.8% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 12,035,994 363,005 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 7,592,955 229,003 0.01% 0.01% 4 0 0.0% Q2 2026 Sep 22, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 5,856,593 187,484 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,957,271 149,511 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
T. Rowe Price Investment Management, Inc. History No change 3,482,545 105,034 0.07% 0.07% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,222,880 97,217 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 3,099,543 93,482 0.11% 0.11% 9 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,501,704 75,451 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
AEW CAPITAL MANAGEMENT L P History No change 2,399,904 72,381 4.33% 4.33% 11 0 0.0% Q2 2026 Aug 04, 2026
Gotham Asset Management, LLC History No change 2,382,143 71,845 0.17% 0.17% 12 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 2,038,125 61,469 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 1,636,752 49,364 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 1,546,723 46,646 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,571,585 45,605 0.01% 0.01% 16 +56,608 3.74% Q3 2026 Nov 04, 2026
Nuveen, LLC History No change 1,505,944 45,419 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 11, 2026
Daiwa Securities Group Inc. History Reduced 1,542,171 44,753 0.08% 0.12% 18 -526,134 -25.44% Q3 2026 Oct 29, 2026
Bank of New York Mellon Corp History No change 1,279,682 38,595 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 06, 2026
LSV ASSET MANAGEMENT History No change 1,276,900 38,511 0.07% 0.07% 20 0 0.0% Q2 2026 Aug 06, 2026
CORDA Investment Management, LLC. History Reduced 1,275,510 37,015 2.44% 2.38% 21 -9,208 -0.72% Q3 2026 Oct 22, 2026
BANK OF AMERICA CORP /DE/ History No change 1,203,072 36,284 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 1,115,451 33,642 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,083,063 32,665 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 889,927 27,005 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 868,302 26,187 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 842,713 25,431 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 816,994 24,640 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 07, 2026
M&G Plc History Added to 840,364 24,370 0.12% 0.12% 29 +16,636 2.02% Q3 2026 Nov 04, 2026
GRS Advisors, LLC History No change 800,694 24,148 2.04% 2.04% 30 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 750,223 22,626 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 740,923 22,346 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 737,155 22,232 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 733,845 22,132 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 663,408 20,008 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 652,773 19,681 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 641,110 19,335 0.03% 0.03% 37 0 0.0% Q2 2026 Jul 31, 2026
SCS Capital Management LLC History No change 585,500 17,658 0.17% 0.17% 38 0 0.0% Q2 2026 Aug 06, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 539,858 15,666 0.1% 0.08% 39 +95,113 21.39% Q3 2026 Oct 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 527,242 15,300 0.01% 0.01% 40 -5,725 -1.07% Q3 2026 Nov 02, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 410,100 12,368 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 13, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History No change 400,000 11,608 0.37% 0.38% 42 0 0.0% Q3 2026 Nov 03, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 378,826 11,425 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 349,259 10,533 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 27, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 299,570 9,035 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 06, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 307,784 8,931 0.25% 0.28% 46 +1,975 0.65% Q3 2026 Oct 22, 2026
RHUMBLINE ADVISERS History No change 291,910 8,803 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 285,477 8,609 0.0% 0.0% 48 0 0.0% Q2 2026 Sep 02, 2026
CANADA LIFE ASSURANCE Co History No change 283,216 8,540 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 279,951 8,124 0.0% 0.0% 50 +799 0.29% Q3 2026 Nov 02, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 265,161 7,997 0.11% 0.11% 51 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 245,849 7,414 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 233,952 7,062 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 224,261 6,763 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 222,657 6,715 0.01% 0.01% 55 0 0.0% Q2 2026 Sep 02, 2026
Swiss National Bank History No change 221,202 6,671 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 220,606 6,653 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 216,018 6,515 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 202,213 6,098 0.2% 0.2% 59 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 195,594 5,899 0.0% 0.0% 60 0 0.0% Q2 2026 Sep 23, 2026
Russell Investments Group, Ltd. History No change 189,193 5,706 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 06, 2026
STRS OHIO History New 192,800 5,595 0.02% — 62 +192,800 New Q3 2026 Oct 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 176,400 5,320 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 167,614 5,055 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 165,165 4,981 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 07, 2026
Asset Management One Co., Ltd. History Reduced 153,282 4,448 0.01% 0.01% 66 -1,569 -1.01% Q3 2026 Oct 27, 2026
DekaBank Deutsche Girozentrale History Added to 152,660 4,436 0.01% 0.0% 67 +34,468 29.16% Q3 2026 Oct 27, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 141,717 4,275 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 140,800 4,246 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 17, 2026
NATIXIS ADVISORS, LLC History No change 136,022 4,102 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 133,587 4,028 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 127,764 3,853 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 24, 2026
State of Alaska, Department of Revenue History Reduced 129,578 3,758 0.04% 0.04% 73 -19,614 -13.15% Q3 2026 Oct 15, 2026
BARCLAYS PLC History No change 123,461 3,723 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 114,784 3,461 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 111,423 3,360 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 111,355 3,358 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 155,490 3,329 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 113,583 3,296 0.01% 0.01% 79 -729 -0.64% Q3 2026 Oct 22, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 107,587 3,244 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 107,484 3,241 0.16% 0.16% 81 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Investments Australia, Ltd. History No change 103,245 3,113 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 106,989 3,104 0.01% 0.02% 83 -510 -0.47% Q3 2026 Nov 03, 2026
Sterling Capital Management LLC History Reduced 106,316 3,085 0.06% 0.06% 84 -4,077 -3.69% Q3 2026 Oct 22, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 105,949 3,074 0.0% 0.0% 85 -12,065 -10.22% Q3 2026 Oct 29, 2026
Swedbank AB History No change 105,800 3,070 0.0% 0.0% 86 0 0.0% Q3 2026 Oct 27, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 102,433 2,972 0.0% 0.0% 87 +7,053 7.39% Q3 2026 Nov 04, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 101,987 2,959 0.05% 0.05% 88 -128 -0.13% Q3 2026 Oct 13, 2026
PINNACLE ASSOCIATES LTD History Reduced 101,182 2,936 0.03% 0.03% 89 -280 -0.28% Q3 2026 Oct 20, 2026
STIFEL FINANCIAL CORP History No change 90,926 2,742 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 12, 2026
Amundi History No change 87,182 2,629 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 11, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 89,733 2,604 0.02% 0.04% 92 -50,189 -35.87% Q3 2026 Nov 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 86,158 2,598 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Bayhunt Capital LLC History No change 99,315 2,564 3.33% 3.33% 94 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 87,394 2,536 0.0% 0.0% 95 -50,746 -36.74% Q3 2026 Nov 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 98,435 2,423 0.0% 0.0% 96 +49,756 102.21% Q3 2026 Oct 13, 2026
Paralel Advisors LLC History No change 79,800 2,406 0.09% 0.09% 97 0 0.0% Q2 2026 Aug 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 76,411 2,304 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 72,413 2,184 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 70,274 2,119 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 69,122 2,085 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 68,179 2,056 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History No change 68,148 2,055 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 67,136 2,024 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
Summit Trail Advisors, LLC History No change 67,091 2,023 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 65,100 1,963 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 62,897 1,896 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 19, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 60,841 1,834 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
Hazelview Securities Inc. History No change 57,083 1,818 0.25% 0.25% 109 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 59,959 1,808 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 58,591 1,767 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History No change 57,847 1,744 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History Added to 57,231 1,660 0.02% 0.02% 113 +7,001 13.94% Q3 2026 Nov 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 54,662 1,648 0.0% 0.0% 114 0 0.0% Q2 2026 Sep 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 54,763 1,589 0.02% 0.02% 115 +17,495 46.94% Q3 2026 Oct 27, 2026
Polymer Capital Management (US) LLC History No change 52,605 1,586 0.21% 0.21% 116 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 51,932 1,566 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
Holocene Advisors, LP History No change 51,419 1,550 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 51,254 1,545 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Odyssean, LLC History No change 50,792 1,531 0.25% 0.25% 120 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 52,010 1,509 0.0% 0.0% 121 -1,020 -1.92% Q3 2026 Oct 20, 2026
Caprock Group, LLC History No change 49,918 1,505 0.03% 0.03% 122 0 0.0% Q2 2026 Jul 27, 2026
BTG Pactual Asset Management US LLC History No change 49,789 1,501 0.09% 0.09% 123 0 0.0% Q2 2026 Aug 14, 2026
Resona Asset Management Co.,Ltd. History No change 48,422 1,461 0.01% 0.01% 124 0 0.0% Q2 2026 Jul 29, 2026
Cerity Partners LLC History No change 47,339 1,427 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Ilmarinen Mutual Pension Insurance Co History No change 47,000 1,418 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 47,032 1,418 0.28% 0.28% 127 0 0.0% Q2 2026 Aug 11, 2026
UMB Bank, n.a. History No change 45,729 1,379 0.02% 0.02% 128 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History Reduced 47,000 1,363 0.02% 0.02% 129 -1,300 -2.69% Q3 2026 Oct 20, 2026
ATWOOD & PALMER INC History Reduced 45,507 1,320 0.07% 0.08% 130 -2,500 -5.21% Q3 2026 Oct 08, 2026
Vanguard Global Advisers, LLC History No change 42,408 1,279 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 41,348 1,247 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History Reduced 42,565 1,235 0.0% 0.01% 133 -17,128 -28.69% Q3 2026 Nov 05, 2026
Fideuram Asset Management (Ireland) dac History Reduced 38,185 1,215 0.03% 0.03% 134 -28,045 -42.34% Q3 2026 Oct 29, 2026
TWO SIGMA INVESTMENTS, LP History No change 39,776 1,199 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 39,385 1,187 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 29, 2026
Handelsbanken Fonder AB History No change 39,223 1,183 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 10, 2026
Edgestream Partners, L.P. History No change 37,839 1,141 0.03% 0.03% 138 0 0.0% Q2 2026 Aug 11, 2026
Cambria Investment Management, L.P. History No change 37,060 1,117 0.06% 0.06% 139 0 0.0% Q2 2026 Aug 14, 2026
Miller Global Investments, LLC History Reduced 38,273 1,110 0.9% 0.97% 140 -660 -1.7% Q3 2026 Oct 02, 2026
VAN ECK ASSOCIATES CORP History No change 35,955 1,084 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 35,381 1,067 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
Ethic Inc. History New 36,583 1,061 0.01% — 143 +36,583 New Q3 2026 Nov 03, 2026
Friedenthal Financial History New 35,881 1,041 0.45% — 144 +35,881 New Q3 2026 Oct 27, 2026
Vanguard Personalized Indexing Management, LLC History No change 34,183 1,030 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisory Services, LLC History Reduced 35,191 1,021 0.06% 0.07% 146 -1,641 -4.46% Q3 2026 Oct 30, 2026
Police & Firemen's Retirement System of New Jersey History No change 32,968 994 0.01% 0.01% 147 0 0.0% Q2 2026 Jul 23, 2026
Chicago Partners Investment Group LLC History Added to 32,382 987 0.02% 0.02% 148 +9,426 41.06% Q3 2026 Oct 26, 2026
Achmea Investment Management B.V. History New 33,147 962 0.01% — 149 +33,147 New Q3 2026 Oct 30, 2026
Campbell & CO Investment Adviser LLC History No change 31,604 953 0.05% 0.05% 150 0 0.0% Q2 2026 Aug 03, 2026
Swiss Life Asset Management Ltd History Reduced 32,839 952 0.0% 0.0% 151 -51 -0.16% Q3 2026 Nov 03, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 31,246 942 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 10, 2026
Kestra Investment Management, LLC History Reduced 31,840 923 0.02% 0.02% 153 -4,418 -12.18% Q3 2026 Nov 04, 2026
Arizona State Retirement System History Added to 31,052 901 0.0% 0.0% 154 +628 2.06% Q3 2026 Nov 03, 2026
Knights of Columbus Asset Advisors LLC History Reduced 30,281 878 0.04% 0.05% 155 -892 -2.86% Q3 2026 Nov 05, 2026
Sequoia Financial Advisors, LLC History No change 29,055 876 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 17, 2026
Inscription Capital, LLC History Reduced 30,115 873 0.1% 0.08% 158 -1,314 -4.18% Q3 2026 Nov 02, 2026
Bramshill Investments, LLC History No change 28,960 873 0.07% 0.07% 157 0 0.0% Q2 2026 Aug 14, 2026
Metis Global Partners, LLC History No change 28,761 867 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 28,871 837 0.01% 0.01% 160 -178 -0.61% Q3 2026 Oct 27, 2026
AMALGAMATED BANK History Reduced 28,635 831 0.01% 0.01% 161 -1,021 -3.44% Q3 2026 Oct 23, 2026
Kera Capital Partners, Inc. History No change 27,381 825 0.08% 0.08% 162 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 26,995 814 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 27,985 812 0.01% 0.01% 164 -1,495 -5.07% Q3 2026 Oct 22, 2026
EntryPoint Capital, LLC History No change 26,922 811 0.2% 0.2% 165 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 27,805 806 0.0% 0.0% 166 +24 0.09% Q3 2026 Nov 02, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 26,383 795 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 26,255 791 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 25,969 783 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
HUB Investment Partners, LLC History Added to 26,532 769 0.01% 0.01% 170 +4,312 19.41% Q3 2026 Nov 03, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 26,487 768 0.01% 0.0% 171 +3,103 13.27% Q3 2026 Oct 20, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 25,308 763 0.13% 0.13% 172 0 0.0% Q2 2026 Aug 04, 2026
New Age Alpha Advisors, LLC History No change 24,502 738 0.03% 0.03% 173 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 24,200 729 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 24,126 727 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 07, 2026
Aaron Wealth Advisors LLC History Added to 25,001 725 0.04% 0.03% 176 +6,289 33.61% Q3 2026 Oct 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 24,727 717 0.01% 0.01% 177 -300 -1.2% Q3 2026 Oct 29, 2026
Vident Advisory, LLC History No change 23,418 706 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 12, 2026
EFG International AG History No change 23,033 694 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 22,988 693 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 22,805 687 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 14, 2026
Vestcor Inc History No change 21,636 653 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 11, 2026
IFM Investors Pty Ltd History Added to 22,146 642 0.0% 0.0% 183 +4,237 23.66% Q3 2026 Oct 13, 2026
Inspire Investing, LLC History Reduced 21,823 633 0.03% 0.03% 184 -501 -2.24% Q3 2026 Oct 22, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 20,869 629 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 20,863 629 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 20,376 614 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 20,385 614 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
Resurgent Financial Advisors LLC History No change 20,273 611 0.17% 0.17% 189 0 0.0% Q2 2026 Aug 14, 2026
CERTUITY, LLC History Added to 20,571 596 0.03% 0.02% 190 +4,648 29.19% Q3 2026 Nov 02, 2026
M&T BANK CORP History No change 19,484 588 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 04, 2026
Arax Advisory Partners History No change 19,373 584 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 10, 2026
Atom Investors LP History No change 19,150 577 0.05% 0.05% 193 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 19,090 575 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 13, 2026
Pensionfund PDN History No change 19,802 575 0.34% 0.31% 195 0 0.0% Q3 2026 Oct 05, 2026
Fifth Third Wealth Advisors LLC History New 19,804 574 0.02% — 196 +19,804 New Q3 2026 Oct 22, 2026
Sanctuary Advisors, LLC History No change 18,972 572 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 18,934 571 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 11, 2026
Neuberger Berman Group LLC History No change 18,589 560 0.0% 0.0% 199 0 0.0% Q2 2026 Oct 27, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 18,515 558 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 18,263 550 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 17,880 539 0.01% 0.01% 202 0 0.0% Q2 2026 Jul 28, 2026
LAZARD ASSET MANAGEMENT LLC History No change 17,814 537 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 14, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 17,163 517 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History Added to 17,481 507 0.01% 0.0% 205 +3,771 27.51% Q3 2026 Oct 28, 2026
Kestra Advisory Services, LLC History Added to 17,438 506 0.0% 0.0% 206 +934 5.66% Q3 2026 Nov 02, 2026
Pictet Asset Management Holding SA History No change 17,423 505 0.0% 0.0% 207 0 0.0% Q3 2026 Nov 03, 2026
Maryland State Retirement & Pension System History No change 16,018 483 0.01% 0.01% 208 0 0.0% Q2 2026 Jul 30, 2026
Versant Capital Management, Inc History Added to 16,330 473 0.04% 0.04% 209 +1,353 9.03% Q3 2026 Oct 01, 2026
Crestwood Advisors Group, LLC History Added to 15,769 457 0.01% 0.0% 210 +5,761 57.56% Q3 2026 Oct 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 15,730 456 0.01% 0.01% 211 -441 -2.73% Q3 2026 Oct 23, 2026
Janney Montgomery Scott LLC History No change 15,072 455 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 05, 2026
Greenland Capital Management LP History No change 15,000 452 0.06% 0.06% 213 0 0.0% Q2 2026 Aug 12, 2026
NorthCrest Asset Manangement, LLC History New 15,394 449 0.01% — 215 +15,394 New Q3 2026 Oct 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 14,902 449 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 07, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 15,414 447 0.01% 0.02% 216 -1,558 -9.18% Q3 2026 Oct 28, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 14,782 445 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History Reduced 15,307 444 0.0% 0.0% 218 -616 -3.87% Q3 2026 Oct 28, 2026
INCEPTIONR LLC History No change 14,710 443 0.11% 0.11% 219 0 0.0% Q2 2026 Aug 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 14,317 431 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 10, 2026
Cullen Capital Management, LLC History No change 13,217 398 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 13,109 395 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 13, 2026
Optas, LLC History No change 12,764 384 0.05% 0.05% 223 0 0.0% Q2 2026 Jul 21, 2026
UniSuper Management Pty Ltd History No change 13,100 380 0.0% 0.0% 224 0 0.0% Q3 2026 Oct 26, 2026
Pasadena Private Wealth, LLC History No change 12,490 376 0.05% 0.05% 225 0 0.0% Q2 2026 Aug 10, 2026
GeoWealth Management, LLC History No change 12,466 375 0.01% 0.01% 226 0 0.0% Q2 2026 Jul 30, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 12,587 365 0.0% 0.0% 227 -43 -0.34% Q3 2026 Oct 23, 2026
Everhart Financial Group, Inc. History Added to 11,881 344 0.02% 0.02% 228 +2,131 21.86% Q3 2026 Oct 08, 2026
Empowered Funds, LLC History No change 11,233 338 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 10,999 328 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 10,785 325 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 11, 2026
TCV Trust & Wealth Management, Inc. History No change 11,025 319 0.02% 0.03% 232 0 0.0% Q3 2026 Oct 16, 2026
XPONANCE LLC History Reduced 10,990 318 0.0% 0.0% 233 -346 -3.05% Q3 2026 Nov 03, 2026
Frec Markets, Inc. History No change 10,408 313 0.03% 0.03% 234 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 10,145 305 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 13, 2026
CIBC Asset Management Inc History Reduced 10,453 303 0.0% 0.0% 236 -265 -2.47% Q3 2026 Nov 05, 2026
Harbor Advisors LLC History No change 10,000 301 0.04% 0.04% 237 0 0.0% Q2 2026 Jul 28, 2026
Hardman Johnston Global Advisors LLC History No change 9,700 292 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 9,639 290 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 9,396 283 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 05, 2026
Pensionfund Sabic History No change 9,698 281 0.34% 0.31% 241 0 0.0% Q3 2026 Oct 05, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 9,102 274 0.0% 0.0% 242 0 0.0% Q2 2026 Sep 23, 2026
READYSTATE ASSET MANAGEMENT LP History No change 8,928 269 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History Added to 8,948 259 0.08% 0.08% 244 +313 3.62% Q3 2026 Oct 23, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,321 251 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 10, 2026
Interchange Capital Partners, LLC History New 8,600 249 0.04% — 246 +8,600 New Q3 2026 Oct 27, 2026
Parallel Advisors, LLC History Reduced 8,561 248 0.0% 0.0% 247 -154 -1.77% Q3 2026 Nov 03, 2026
Sound Income Strategies, LLC History Reduced 8,350 243 0.01% 0.01% 248 -1,039 -11.07% Q3 2026 Oct 09, 2026
Arrow Investment Advisors, LLC History Reduced 8,348 242 0.21% 0.26% 249 -434 -4.94% Q3 2026 Nov 02, 2026
GAMMA Investing LLC History Added to 8,204 238 0.01% 0.01% 250 +1,144 16.2% Q3 2026 Oct 08, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 7,870 237 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 7,700 232 0.0% 0.0% 252 0 0.0% Q2 2026 Jul 17, 2026
HighTower Advisors, LLC History No change 7,573 228 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA SECURITIES, LLC History No change 7,528 227 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Reduced 7,774 225 0.0% 0.0% 255 -685 -8.1% Q3 2026 Nov 02, 2026
Summit Financial, LLC History No change 7,265 219 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 12, 2026
BTC Capital Management, Inc. History No change 7,230 218 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 16, 2026
Sagewood Asset Management LP History No change 7,254 218 0.05% 0.05% 258 0 0.0% Q2 2026 Jul 29, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 7,169 216 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 7,045 212 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 7,300 211 0.0% 0.01% 261 -57,900 -88.8% Q3 2026 Oct 28, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 7,304 211 0.01% 0.01% 262 +110 1.53% Q3 2026 Oct 23, 2026
DnB Asset Management AS History No change 6,992 210 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 7,108 206 0.0% 0.0% 264 +105 1.5% Q3 2026 Nov 04, 2026
Crossmark Global Holdings, Inc. History Reduced 6,998 203 0.0% 0.0% 265 -759 -9.78% Q3 2026 Oct 21, 2026
Cornerstone Investment Partners, LLC History No change 6,720 202 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History Reduced 6,938 201 0.0% 0.0% 267 -1,551 -18.27% Q3 2026 Oct 30, 2026
MML INVESTORS SERVICES, LLC History No change 6,679 201 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 07, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 6,901 200 0.0% — 270 +6,901 New Q3 2026 Oct 22, 2026
State of Wyoming History Added to 6,913 200 0.02% 0.01% 269 +4,161 151.2% Q3 2026 Oct 28, 2026
Ensign Peak Advisors, Inc History No change 6,389 192 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Reduced 5,833 169 0.0% 0.0% 272 -5 -0.09% Q3 2026 Oct 23, 2026
FIL Ltd History No change 5,334 160 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History Reduced 5,445 158 0.0% 0.0% 274 -106 -1.91% Q3 2026 Oct 21, 2026
Quantbot Technologies LP History No change 5,000 150 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Added to 4,999 145 0.0% 0.0% 276 +2,657 113.45% Q3 2026 Oct 08, 2026
Larson Financial Group LLC History No change 4,304 129 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 4,064 122 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 3,846 115 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,652 110 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 12, 2026
KBC Group NV History No change 3,718 108 0.0% 0.0% 281 0 0.0% Q3 2026 Oct 22, 2026
Quarry LP History No change 3,209 96 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 14, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 3,097 93 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 13, 2026
Fulcrum Asset Management LLP History Added to 2,618 74 0.0% — 284 +2,590 9250.0% Q3 2026 Nov 04, 2026
Nykredit A/S History No change 2,196 66 0.0% 0.0% 285 0 0.0% Q2 2026 Sep 08, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 2,094 60 0.02% 0.01% 286 +1,029 96.62% Q3 2026 Oct 07, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 2,000 58 0.01% 0.01% 287 0 0.0% Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Added to 1,937 56 0.0% 0.0% 288 +151 8.45% Q3 2026 Nov 04, 2026
Rockefeller Capital Management L.P. History No change 1,860 56 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
Elyxium Wealth, LLC History New 1,697 49 0.0% — 290 +1,697 New Q3 2026 Oct 27, 2026
True Wealth Design, LLC History Added to 1,463 42 0.01% 0.01% 291 +421 40.4% Q3 2026 Oct 13, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,455 42 0.0% 0.0% 292 -33 -2.22% Q3 2026 Oct 26, 2026
Allworth Financial LP History No change 1,261 38 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Strategies CORP History No change 1,300 37 0.02% 0.02% 294 0 0.0% Q3 2026 Oct 14, 2026
Strengthening Families & Communities, LLC History Added to 1,244 36 0.01% 0.01% 295 +20 1.63% Q3 2026 Oct 21, 2026
BROOKFIELD Corp /ON/ History No change 1,103 33 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 14, 2026
Heritage Wealth Advisors History No change 1,017 30 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 1,000 30 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 1,019 29 0.0% 0.0% 299 -37 -3.5% Q3 2026 Oct 27, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 970 28 0.01% — 301 +970 New Q3 2026 Oct 16, 2026
Salomon & Ludwin, LLC History No change 969 28 0.0% 0.0% 300 0 0.0% Q3 2026 Oct 29, 2026
Kemnay Advisory Services Inc. History No change 805 24 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
Sachetta, LLC History No change 773 23 0.01% 0.01% 303 0 0.0% Q2 2026 Jul 15, 2026
Parkside Financial Bank & Trust History Added to 753 21 0.0% 0.0% 304 +240 46.78% Q3 2026 Oct 27, 2026
Bare Financial Services, Inc History Added to 691 20 0.0% 0.0% 305 +57 8.99% Q3 2026 Nov 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 656 19 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 06, 2026
Optiver Holding B.V. History No change 649 19 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 510 15 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 13, 2026
GoalVest Advisory LLC History New 446 12 0.0% — 312 +446 New Q3 2026 Oct 02, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 433 12 0.0% — 311 +433 New Q3 2026 Oct 28, 2026
Geneos Wealth Management Inc. History No change 406 12 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 06, 2026
WealthCollab, LLC History No change 405 12 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 10, 2026
Osbon Capital Management LLC History No change 394 11 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History No change 359 10 0.0% 0.0% 314 0 0.0% Q3 2026 Oct 05, 2026
Covestor Ltd History Reduced 301 9 0.01% 0.02% 316 -1,113 -78.71% Q3 2026 Oct 30, 2026
Steigerwald, Gordon & Koch Inc. History No change 300 9 0.0% 0.0% 315 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History New 262 8 0.0% — 319 +262 New Q3 2026 Oct 27, 2026
SJS Investment Consulting Inc. History Added to 276 8 0.0% 0.0% 317 +161 140.0% Q3 2026 Oct 26, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 306 8 0.0% 0.0% 318 0 0.0% Q3 2026 Oct 19, 2026
Root Financial Partners, LLC History New 249 7 0.0% — 321 +249 New Q3 2026 Oct 21, 2026
Fortitude Family Office, LLC History Added to 262 7 0.0% 0.0% 320 +219 509.3% Q3 2026 Oct 14, 2026
Essential Partners LLC History Reduced 177 5 0.0% 0.01% 326 -295 -62.5% Q3 2026 Oct 14, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 174 5 0.0% 0.0% 323 -280 -61.67% Q3 2026 Oct 28, 2026
PROSPERITY BANCSHARES INC History No change 193 5 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 14, 2026
LRI Investments, LLC History No change 170 5 0.0% 0.0% 324 0 0.0% Q2 2026 Jul 14, 2026
Synergy Investment Management, LLC History No change 166 5 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 163 4 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 13, 2026
Prestige Wealth Management Group LLC History No change 141 4 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 14, 2026
Cedar Mountain Advisors, LLC History No change 161 4 0.0% 0.0% 329 0 0.0% Q3 2026 Oct 15, 2026
High Note Wealth, LLC History No change 155 4 0.0% 0.0% 330 0 0.0% Q3 2026 Oct 27, 2026
JPL Wealth Management, LLC History No change 163 4 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 143 4 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 14, 2026
Clark Wealth Partners History New 122 3 0.0% — 340 +122 New Q3 2026 Oct 16, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 106 3 0.0% 0.0% 335 +45 73.77% Q3 2026 Oct 22, 2026
SouthState Bank Corp History No change 130 3 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 112 3 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 136 3 0.0% 0.0% 336 0 0.0% Q3 2026 Oct 20, 2026
IMA Advisory Services, Inc. History No change 107 3 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 10, 2026
Transamerica Financial Advisors, LLC History No change 113 3 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 125 3 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 77 2 0.0% 0.0% 342 -90 -53.89% Q3 2026 Oct 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 72 2 0.0% — 349 +60 500.0% Q3 2026 Oct 09, 2026
S&T BANK/PA History No change 99 2 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 12, 2026
Grove Bank & Trust History No change 97 2 0.0% 0.0% 343 0 0.0% Q3 2026 Oct 08, 2026
Activest Wealth Management History No change 88 2 0.0% 0.0% 344 0 0.0% Q3 2026 Oct 15, 2026
Bell Investment Advisors, Inc History No change 70 2 0.0% 0.0% 345 0 0.0% Q3 2026 Oct 28, 2026
Bruce G. Allen Investments, LLC History No change 77 2 0.0% 0.0% 346 0 0.0% Q2 2026 Jul 31, 2026
Private Wealth Management Group, LLC History No change 79 2 0.0% 0.0% 347 0 0.0% Q3 2026 Oct 19, 2026
AMERIFLEX GROUP, INC. History No change 74 2 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 13, 2026
WPG Advisers, LLC History No change 96 2 0.0% 0.0% 350 0 0.0% Q3 2026 Oct 27, 2026
Keating Financial Advisory Services, Inc. History No change 87 2 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 11, 2026
BFC Planning, Inc. History No change 79 2 0.0% 0.0% 352 0 0.0% Q2 2026 Oct 29, 2026
JFS WEALTH ADVISORS, LLC History Added to 45 1 0.0% — 354 +39 650.0% Q3 2026 Nov 03, 2026
HARBOUR INVESTMENTS, INC. History No change 39 1 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 43 1 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 04, 2026
Oak Thistle LLC History Closed out 0 0 — 0.26% — -88,340 -100.0% Q3 2026 Oct 21, 2026
IMC-Chicago, LLC History Closed out 0 0 — 0.0% — -43,001 -100.0% Q3 2026 Nov 05, 2026
Perpetual Ltd History Closed out 0 0 — 0.01% — -15,546 -100.0% Q3 2026 Oct 13, 2026
OPPENHEIMER & CO INC History Closed out 0 0 — 0.0% — -11,000 -100.0% Q3 2026 Oct 26, 2026
Atria Investments, Inc History Closed out 0 0 — 0.0% — -7,567 -100.0% Q3 2026 Oct 15, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -4,576 -100.0% Q3 2026 Oct 13, 2026
V-Square Quantitative Management LLC History Closed out 0 0 — 0.0% — -735 -100.0% Q3 2026 Oct 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 5 0 — 0.0% — -505 -99.02% Q3 2026 Nov 04, 2026
TRUST CO OF TOLEDO NA /OH/ History Closed out 0 0 — 0.0% — -256 -100.0% Q3 2026 Oct 16, 2026
Physician Wealth Advisors, Inc. History Reduced 20 0 — 0.0% — -100 -83.33% Q3 2026 Oct 20, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -69 -100.0% Q3 2026 Oct 16, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -27 -100.0% Q3 2026 Nov 04, 2026
Avion Wealth History Closed out 0 0 — — — -24 -100.0% Q3 2026 Nov 03, 2026
VALLEY NATIONAL ADVISERS INC History New 22 0 — — — +22 New Q3 2026 Oct 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — — — -21 -100.0% Q3 2026 Nov 02, 2026
Silver Grove Financial Group, Inc. History Added to 30 0 — — — +15 100.0% Q3 2026 Nov 05, 2026
Caitong International Asset Management Co., Ltd History New 13 0 — — — +13 New Q3 2026 Oct 29, 2026
UMB Private Wealth Management, LLC History New 13 0 — — — +13 New Q3 2026 Oct 19, 2026
FINANCIAL CONSULATE, INC History New 10 0 — — — +10 New Q3 2026 Oct 23, 2026
Davis Capital Management History Added to 9 0 — — — +3 50.0% Q3 2026 Oct 08, 2026
Clearstead Advisors, LLC History No change 32 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
GHP Investment Advisors, Inc. History No change 12 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
MV CAPITAL MANAGEMENT, INC. History No change 21 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
IFP Advisors, Inc History No change 4 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
Silicon Valley Capital Partners History No change 14 0 — — — 0 0.0% Q2 2026 Sep 21, 2026
Steward Partners Investment Advisory, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 18 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Spire Wealth Management History No change 24 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
Cromwell Holdings LLC History No change 18 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Evolution Advisers, Inc. History No change 20 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Ankerstar Wealth, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 26 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Owl Creek Wealth Partners LLC History No change 10 0 — — — 0 0.0% Q3 2026 Oct 20, 2026