HEALTHEQUITY, INC. - HQY

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 11,277,914 1,018,621 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
WASATCH ADVISORS LP History No change 7,960,735 719,013 4.71% 4.71% 2 0 0.0% Q2 2026 Jul 09, 2026
MORGAN STANLEY History No change 4,547,219 410,704 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,057,643 366,486 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,640,776 328,834 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 3,241,046 292,717 0.01% 0.01% 6 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,374,467 214,497 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,999,209 176,050 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,869,036 168,794 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 11, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 1,773,227 160,157 0.48% 0.48% 10 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 1,538,387 138,947 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 1,372,624 123,975 0.19% 0.19% 12 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 1,296,765 117,123 0.1% 0.1% 13 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,188,902 107,381 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
Greenhouse Funds LLLP History No change 1,183,024 106,850 5.46% 5.46% 15 0 0.0% Q2 2026 Aug 14, 2026
GENEVA CAPITAL MANAGEMENT LLC History No change 1,149,680 103,839 2.38% 2.38% 16 0 0.0% Q2 2026 Aug 06, 2026
BANK OF AMERICA CORP /DE/ History No change 1,146,735 103,573 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,158,837 102,097 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 12, 2026
DAVENPORT & Co LLC History No change 1,087,218 98,197 0.48% 0.48% 19 0 0.0% Q2 2026 Jul 13, 2026
NORTHERN TRUST CORP History No change 1,072,119 96,833 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 1,007,434 90,991 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 994,551 89,829 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 965,807 87,231 0.04% 0.04% 23 0 0.0% Q2 2026 Aug 13, 2026
Atalan Capital Partners, LP History No change 915,270 82,667 5.07% 5.07% 24 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 908,554 82,060 0.1% 0.1% 25 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 872,972 78,846 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 14, 2026
Swedbank AB History No change 851,400 76,898 0.07% 0.07% 27 0 0.0% Q2 2026 Jul 15, 2026
Park West Asset Management LLC History No change 776,651 70,147 4.78% 4.78% 28 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 759,978 68,641 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 12, 2026
BAMCO INC /NY/ History No change 750,394 67,775 0.1% 0.1% 30 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 732,750 66,181 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 11, 2026
Stephens Investment Management Group LLC History No change 729,080 65,850 0.71% 0.71% 32 0 0.0% Q2 2026 Jul 29, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 703,313 63,523 0.21% 0.21% 33 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 697,561 63,003 0.01% 0.01% 34 0 0.0% Q2 2026 Sep 02, 2026
SEI INVESTMENTS CO History No change 683,320 61,716 0.05% 0.05% 35 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 678,537 61,285 0.09% 0.09% 36 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 666,260 60,176 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 06, 2026
GW&K Investment Management, LLC History No change 632,382 57,117 0.45% 0.45% 38 0 0.0% Q2 2026 Aug 12, 2026
CADIAN CAPITAL MANAGEMENT, LP History No change 626,700 56,603 4.28% 4.28% 39 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 601,824 54,356 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 533,946 48,226 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 12, 2026
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. History No change 456,922 41,269 2.26% 2.26% 42 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 435,457 39,330 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 431,967 39,015 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 400,613 36,183 0.11% 0.11% 45 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 387,894 35,034 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
Artisan Partners Limited Partnership History No change 384,107 34,692 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 360,659 32,574 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
12th Street Asset Management Company, LLC History No change 345,390 31,195 4.44% 4.44% 49 0 0.0% Q2 2026 Aug 13, 2026
Aristotle Capital Boston, LLC History No change 332,884 30,066 2.02% 2.02% 50 0 0.0% Q2 2026 Aug 14, 2026
Ranger Investment Management, L.P. History No change 319,253 28,834 1.82% 1.82% 51 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 318,565 28,772 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 04, 2026
CIBC Bancorp USA Inc. History No change 311,395 28,129 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 275,693 24,900 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 254,403 22,977 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 11, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 253,441 22,890 2.45% 2.45% 56 0 0.0% Q2 2026 Aug 21, 2026
MILLENNIUM MANAGEMENT LLC History No change 249,975 22,577 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 14, 2026
DF DENT & CO INC History No change 247,132 22,320 0.42% 0.42% 58 0 0.0% Q2 2026 Aug 14, 2026
SEGALL BRYANT & HAMILL, LLC History No change 238,243 21,518 0.26% 0.26% 59 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 233,378 21,078 0.22% 0.22% 60 0 0.0% Q2 2026 Aug 03, 2026
OBERWEIS ASSET MANAGEMENT INC/ History No change 228,291 20,619 0.43% 0.43% 61 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 212,264 19,171 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 202,691 18,706 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 222,480 18,592 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 198,095 17,891 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History No change 196,278 17,727 0.05% 0.05% 66 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 193,492 17,476 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 190,425 17,199 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 184,308 16,646 0.16% 0.16% 69 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 175,182 15,822 0.0% 0.0% 70 0 0.0% Q2 2026 Sep 23, 2026
GLENMEDE TRUST CO NA History No change 173,867 15,703 0.07% 0.07% 71 0 0.0% Q2 2026 Aug 10, 2026
Swiss National Bank History No change 169,500 15,309 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 156,786 14,161 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 06, 2026
Qube Research & Technologies Ltd History No change 156,551 14,139 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 155,319 14,028 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 150,273 13,572 0.02% 0.02% 76 0 0.0% Q2 2026 Jul 29, 2026
Premier Fund Managers Ltd History No change 145,243 12,755 1.16% 1.16% 77 0 0.0% Q2 2026 Jul 22, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 140,952 12,730 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 137,365 12,406 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 13, 2026
GDS Wealth Management History No change 137,092 12,382 0.59% 0.59% 80 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 135,600 12,247 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 132,705 11,985 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 07, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 132,691 11,984 0.39% 0.39% 83 0 0.0% Q2 2026 Jul 17, 2026
CASTLEARK MANAGEMENT LLC History No change 127,770 11,540 0.31% 0.31% 84 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 125,882 11,369 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
AXIOM INVESTORS LLC /DE History No change 120,911 10,920 0.09% 0.09% 86 0 0.0% Q2 2026 Aug 12, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 119,832 10,823 0.05% 0.05% 87 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 118,522 10,704 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Ensign Peak Advisors, Inc History No change 117,281 10,592 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 116,950 10,562 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 111,986 10,114 0.06% 0.06% 91 0 0.0% Q2 2026 Aug 11, 2026
B. Metzler seel. Sohn & Co. AG History No change 111,108 10,035 0.09% 0.09% 92 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 108,898 9,834 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 108,688 9,817 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 102,875 9,291 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 14, 2026
TECTONIC ADVISORS LLC History No change 100,323 9,061 0.44% 0.44% 96 0 0.0% Q2 2026 Jul 15, 2026
Diversify Advisory Services, LLC History No change 90,675 8,981 0.15% 0.15% 97 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 90,675 8,981 0.15% 0.15% 98 0 0.0% Q2 2026 Jul 29, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 97,794 8,832 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 24, 2026
Granahan Investment Management, LLC History No change 97,318 8,789 0.31% 0.31% 100 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE GROUP LLC History No change 96,839 8,746 0.36% 0.36% 101 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 94,631 8,547 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 94,237 8,511 0.32% 0.32% 103 0 0.0% Q2 2026 Jul 08, 2026
Motley Fool Asset Management LLC History No change 93,043 8,403 0.32% 0.32% 104 0 0.0% Q2 2026 Aug 06, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 92,647 8,367 0.08% 0.08% 105 0 0.0% Q2 2026 Aug 11, 2026
Amundi History No change 90,327 8,158 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 11, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 89,467 8,080 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 07, 2026
Portolan Capital Management, LLC History No change 89,274 8,063 0.3% 0.3% 108 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 88,645 8,006 0.04% 0.04% 109 0 0.0% Q2 2026 Aug 13, 2026
Summit Creek Advisors LLC History No change 84,157 7,601 2.59% 2.59% 110 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 83,393 7,532 0.25% 0.25% 111 0 0.0% Q2 2026 Jul 24, 2026
MARSHALL WACE, LLP History No change 83,056 7,501 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 81,944 7,401 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 80,893 7,306 0.01% 0.01% 114 0 0.0% Q2 2026 Sep 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 80,674 7,286 0.03% 0.03% 115 0 0.0% Q2 2026 Aug 10, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 81,684 7,200 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 79,363 7,168 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 78,409 7,082 0.01% 0.01% 118 0 0.0% Q2 2026 Jul 23, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 76,000 6,864 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 75,326 6,803 0.14% 0.14% 120 0 0.0% Q2 2026 Jul 31, 2026
Moran Wealth Management, LLC History No change 74,194 6,701 0.18% 0.18% 121 0 0.0% Q2 2026 Aug 05, 2026
Waverly Advisors, LLC History No change 73,569 6,644 0.04% 0.04% 122 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 72,502 6,548 0.05% 0.05% 123 0 0.0% Q2 2026 Jul 22, 2026
BEACON INVESTMENT ADVISORS LLC History No change 71,799 6,484 2.04% 2.04% 124 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 67,560 6,102 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 67,512 6,097 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 14, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 65,000 5,998 0.69% 0.69% 127 0 0.0% Q2 2026 Jul 07, 2026
Hilton Capital Management, LLC History No change 64,850 5,857 0.4% 0.4% 128 0 0.0% Q2 2026 Aug 04, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 64,547 5,829 0.67% 0.67% 129 0 0.0% Q2 2026 Jul 13, 2026
CITIGROUP INC History No change 61,708 5,573 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 03, 2026
Madison Asset Management, LLC History No change 60,491 5,463 0.07% 0.07% 131 0 0.0% Q2 2026 Aug 10, 2026
Future Fund LLC History No change 60,154 5,433 1.56% 1.56% 132 0 0.0% Q2 2026 Aug 12, 2026
Elk River Wealth Management LLC History No change 57,389 5,183 0.83% 0.83% 133 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 54,531 4,925 0.03% 0.03% 134 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 53,246 4,809 0.09% 0.09% 135 0 0.0% Q2 2026 Aug 06, 2026
Pier Capital, LLC History No change 53,230 4,807 0.64% 0.64% 136 0 0.0% Q2 2026 Aug 05, 2026
BRIDGER MANAGEMENT, LLC History No change 51,616 4,661 3.11% 3.11% 137 0 0.0% Q2 2026 Aug 17, 2026
1492 Capital Management LLC History No change 51,501 4,651 1.37% 1.37% 138 0 0.0% Q2 2026 Aug 11, 2026
WINTON GROUP Ltd History No change 51,336 4,636 0.15% 0.15% 139 0 0.0% Q2 2026 Aug 07, 2026
XTX Topco Ltd History No change 49,328 4,455 0.06% 0.06% 140 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 49,079 4,431 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 48,587 4,388 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 47,414 4,282 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 05, 2026
Montanaro Asset Management Ltd History No change 47,400 4,281 1.35% 1.35% 144 0 0.0% Q2 2026 Aug 12, 2026
Physician Wealth Advisors, Inc. History No change 47,045 4,249 0.51% 0.51% 145 0 0.0% Q2 2026 Jul 20, 2026
BNP Paribas Asset Management Holding S.A. History No change 45,813 4,137 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 45,425 4,102 0.04% 0.04% 147 0 0.0% Q2 2026 Jul 28, 2026
CAPTRUST FINANCIAL ADVISORS History No change 45,312 4,092 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 43,609 3,938 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 43,383 3,918 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 43,615 3,916 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 42,335 3,823 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 42,235 3,814 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 13, 2026
EFG International AG History No change 41,028 3,705 0.07% 0.07% 154 0 0.0% Q2 2026 Aug 14, 2026
LEUTHOLD GROUP, LLC History No change 41,018 3,704 0.37% 0.37% 155 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Investment Partners, Inc. History No change 40,504 3,658 0.1% 0.1% 156 0 0.0% Q2 2026 Aug 13, 2026
HOMESTEAD ADVISERS CORP History No change 40,200 3,630 0.09% 0.09% 157 0 0.0% Q2 2026 Aug 13, 2026
Covea Finance History No change 39,200 3,540 0.11% 0.11% 158 0 0.0% Q2 2026 Jul 13, 2026
Apollon Wealth Management, LLC History No change 38,780 3,502 0.04% 0.04% 159 0 0.0% Q2 2026 Jul 22, 2026
Cambridge Investment Research Advisors, Inc. History No change 38,298 3,459 0.01% 0.01% 160 0 0.0% Q2 2026 Jul 27, 2026
Oxbow Advisors, LLC History No change 37,990 3,431 0.28% 0.28% 161 0 0.0% Q2 2026 Aug 07, 2026
Faithward Advisors, LLC History No change 37,045 3,345 0.41% 0.41% 162 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 36,846 3,327 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 36,497 3,296 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 36,492 3,295 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 36,443 3,291 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 36,316 3,280 0.01% 0.01% 167 0 0.0% Q2 2026 Jul 10, 2026
Entropy Technologies, LP History No change 36,184 3,268 0.13% 0.13% 168 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History No change 35,876 3,240 0.02% 0.02% 169 0 0.0% Q2 2026 Jul 23, 2026
State of Tennessee, Department of Treasury History No change 35,571 3,212 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 14, 2026
ADVISORY RESEARCH INC History No change 35,026 3,163 0.32% 0.32% 171 0 0.0% Q2 2026 Aug 13, 2026
STRS OHIO History No change 35,000 3,161 0.01% 0.01% 172 0 0.0% Q2 2026 Jul 30, 2026
FORMULA GROWTH LTD History No change 34,417 3,108 1.09% 1.09% 173 0 0.0% Q2 2026 Aug 17, 2026
Vanguard Global Advisers, LLC History No change 32,966 2,977 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
Aureus Asset Management, LLC History No change 31,670 2,860 0.17% 0.17% 175 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 31,528 2,847 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 30,526 2,757 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 30,496 2,754 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 11, 2026
Maridea Wealth Management LLC History No change 30,479 2,752 0.3% 0.3% 179 0 0.0% Q2 2026 Aug 06, 2026
KLP KAPITALFORVALTNING AS History No change 30,300 2,736 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 29,789 2,690 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 27, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 29,788 2,690 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 29,000 2,619 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 25, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 28,886 2,608 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 19, 2026
Steward Partners Investment Advisory, LLC History No change 28,761 2,597 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 13, 2026
One Capital Management, LLC History No change 29,923 2,500 0.07% 0.07% 186 0 0.0% Q2 2026 Aug 13, 2026
Paralel Advisors LLC History No change 27,661 2,498 0.1% 0.1% 187 0 0.0% Q2 2026 Aug 11, 2026
State of New Jersey Common Pension Fund D History No change 26,565 2,399 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 04, 2026
Baird Financial Group, Inc. History No change 26,198 2,366 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 33,843 2,336 0.0% 0.0% 190 0 0.0% Q2 2026 Jul 15, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 25,500 2,303 1.05% 1.05% 191 0 0.0% Q2 2026 Jul 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 25,356 2,290 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 10, 2026
Chesley Taft & Associates LLC History No change 25,255 2,281 0.09% 0.09% 193 0 0.0% Q2 2026 Jul 08, 2026
Police & Firemen's Retirement System of New Jersey History No change 25,032 2,260 0.02% 0.02% 194 0 0.0% Q2 2026 Jul 23, 2026
Louisiana State Employees Retirement System History No change 24,700 2,230 0.03% 0.03% 195 0 0.0% Q2 2026 Jul 21, 2026
Expect Equity LLC History No change 24,200 2,185 1.41% 1.41% 196 0 0.0% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 24,127 2,179 0.02% 0.02% 197 0 0.0% Q2 2026 Jul 16, 2026
Arizona State Retirement System History No change 23,310 2,105 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 23,173 2,093 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 05, 2026
Cache Advisors, LLC History No change 23,000 2,077 0.18% 0.18% 200 0 0.0% Q2 2026 Jul 14, 2026
MOODY ALDRICH PARTNERS LLC History No change 22,590 2,040 0.37% 0.37% 201 0 0.0% Q2 2026 Jul 15, 2026
Gotham Asset Management, LLC History No change 22,545 2,036 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 22,390 2,022 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 22,192 2,004 0.13% 0.13% 204 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 22,494 1,989 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 21,918 1,979 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Investments Australia, Ltd. History No change 21,864 1,974 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
New Age Alpha Advisors, LLC History No change 21,773 1,966 0.08% 0.08% 208 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 21,344 1,927 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 04, 2026
Assenagon Asset Management S.A. History No change 21,215 1,916 0.0% 0.0% 210 0 0.0% Q2 2026 Jul 08, 2026
CHOREO, LLC History No change 20,967 1,893 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 04, 2026
Campbell & CO Investment Adviser LLC History No change 20,767 1,875 0.1% 0.1% 212 0 0.0% Q2 2026 Aug 03, 2026
STIFEL FINANCIAL CORP History No change 20,573 1,858 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 20,431 1,845 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 20,332 1,836 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 20,224 1,826 0.01% 0.01% 216 0 0.0% Q2 2026 Jul 17, 2026
TWINBEECH CAPITAL LP History No change 20,182 1,822 0.33% 0.33% 217 0 0.0% Q2 2026 Aug 14, 2026
First American Bank History No change 19,797 1,788 0.1% 0.1% 218 0 0.0% Q2 2026 Jul 15, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 19,722 1,781 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 30, 2026
Henshaw Capital LLC History No change 19,569 1,767 0.06% 0.06% 220 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 19,414 1,753 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History No change 19,105 1,725 0.02% 0.02% 222 0 0.0% Q2 2026 Jul 28, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 19,063 1,721 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 19,003 1,716 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 18,759 1,694 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
Gradient Investments LLC History No change 18,357 1,658 0.02% 0.02% 226 0 0.0% Q2 2026 Jul 08, 2026
Elo Mutual Pension Insurance Co History No change 18,189 1,642 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 13, 2026
CAMBIAR INVESTORS LLC History No change 18,046 1,629 0.07% 0.07% 228 0 0.0% Q2 2026 Jul 31, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 17,476 1,578 0.02% 0.02% 229 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 17,474 1,578 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 12, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 17,300 1,563 0.04% 0.04% 231 0 0.0% Q2 2026 Jul 29, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 17,258 1,558 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 14, 2026
SUMITOMO LIFE INSURANCE CO History No change 17,142 1,548 0.03% 0.03% 233 0 0.0% Q2 2026 Aug 11, 2026
Three Seasons Wealth, LLC History No change 16,980 1,533 0.14% 0.14% 234 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 16,778 1,515 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 16,750 1,513 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 07, 2026
ALLSTATE CORP History No change 16,314 1,473 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 13, 2026
Shay Capital LLC History No change 16,000 1,445 0.09% 0.09% 238 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 15,641 1,412 0.03% 0.03% 239 0 0.0% Q2 2026 Jul 13, 2026
US BANCORP \DE\ History No change 15,131 1,366 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 15,135 1,366 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 14,949 1,350 0.01% 0.01% 242 0 0.0% Q2 2026 Sep 08, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 14,811 1,337 0.21% 0.21% 243 0 0.0% Q2 2026 Jul 15, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 14,732 1,330 0.09% 0.09% 244 0 0.0% Q2 2026 Jul 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 14,513 1,310 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 07, 2026
ProShare Advisors LLC History No change 14,447 1,304 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 11, 2026
Coyle Financial Counsel LLC History No change 14,260 1,287 0.23% 0.23% 247 0 0.0% Q2 2026 Aug 07, 2026
BENJAMIN EDWARDS INC History No change 14,233 1,285 0.01% 0.01% 248 0 0.0% Q2 2026 Jul 24, 2026
IMC-Chicago, LLC History No change 14,200 1,282 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 06, 2026
HANCOCK WHITNEY CORP History No change 13,984 1,263 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History No change 13,983 1,262 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 03, 2026
Vanguard Personalized Indexing Management, LLC History No change 13,933 1,258 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 11, 2026
MIROVA History No change 12,875 1,162 0.04% 0.04% 253 0 0.0% Q2 2026 Aug 13, 2026
Jackson Creek Investment Advisors LLC History No change 11,550 1,162 0.39% 0.39% 254 0 0.0% Q2 2026 Aug 10, 2026
Pictet Asset Management Holding SA History No change 12,874 1,162 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Wealth History No change 12,458 1,125 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 12, 2026
XPONANCE LLC History No change 12,465 1,125 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 11,839 1,069 0.03% 0.03% 258 0 0.0% Q2 2026 Aug 11, 2026
AMICA MUTUAL INSURANCE CO History No change 11,805 1,066 0.09% 0.09% 259 0 0.0% Q2 2026 Aug 05, 2026
Concurrent Investment Advisors, LLC History No change 11,318 1,022 0.01% 0.01% 260 0 0.0% Q2 2026 Jul 27, 2026
TWO SIGMA SECURITIES, LLC History No change 11,311 1,021 0.09% 0.09% 261 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 10,927 986 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History No change 10,083 910 0.02% 0.02% 263 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Financial Partners, Inc. History No change 9,964 899 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 9,842 888 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 9,842 888 0.08% 0.08% 266 0 0.0% Q2 2026 Jul 28, 2026
Pacer Advisors, Inc. History No change 9,729 879 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
NorthCrest Asset Manangement, LLC History No change 9,052 858 0.02% 0.02% 268 0 0.0% Q2 2026 Jul 15, 2026
OSAIC HOLDINGS, INC. History No change 9,108 822 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 8,952 809 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History No change 8,906 804 0.03% 0.03% 271 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 8,817 796 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 06, 2026
Prospera Financial Services Inc History No change 8,738 789 0.01% 0.01% 273 0 0.0% Q2 2026 Jul 15, 2026
HC Advisors, LLC History No change 8,690 784 0.48% 0.48% 274 0 0.0% Q2 2026 Aug 07, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 8,630 779 0.51% 0.51% 275 0 0.0% Q2 2026 Jul 21, 2026
Suncoast Equity Management History No change 8,635 779 0.1% 0.1% 276 0 0.0% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 8,467 764 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 06, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 8,292 748 0.07% 0.07% 278 0 0.0% Q2 2026 Jul 13, 2026
State of Alaska, Department of Revenue History No change 8,278 747 0.01% 0.01% 279 0 0.0% Q2 2026 Jul 20, 2026
Overbrook Management Corp History No change 8,249 745 0.11% 0.11% 280 0 0.0% Q2 2026 Jul 30, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,231 743 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 10, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 8,212 740 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 13, 2026
Radnor Capital Management, LLC History No change 8,716 740 0.1% 0.1% 283 0 0.0% Q2 2026 Jul 16, 2026
Graham Capital Management, L.P. History No change 8,184 739 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 14, 2026
FULTON BANK, N.A. History No change 8,114 732 0.02% 0.02% 285 0 0.0% Q2 2026 Jul 09, 2026
Peterson Wealth Services History No change 8,089 730 0.16% 0.16% 286 0 0.0% Q2 2026 Jul 27, 2026
Callan Family Office, LLC History No change 7,954 718 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 11, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 7,704 695 0.06% 0.06% 288 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 7,668 692 0.0% 0.0% 289 0 0.0% Q2 2026 Jul 29, 2026
Steadtrust LLC History No change 7,520 679 0.34% 0.34% 290 0 0.0% Q2 2026 Jul 09, 2026
MANGROVE PARTNERS IM, LLC History No change 7,395 667 0.04% 0.04% 291 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 7,350 663 0.0% 0.0% 292 0 0.0% Q2 2026 Jul 20, 2026
QUADRANT CAPITAL GROUP LLC History No change 7,201 650 0.02% 0.02% 293 0 0.0% Q2 2026 Aug 14, 2026
BTC Capital Management, Inc. History No change 6,951 638 0.04% 0.04% 294 0 0.0% Q2 2026 Jul 16, 2026
COMMERCE BANK History No change 7,003 632 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 6,911 624 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 29, 2026
Freestone Grove Partners LP History No change 6,892 622 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 6,827 616 0.02% 0.02% 298 0 0.0% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 6,266 612 0.02% 0.02% 299 0 0.0% Q2 2026 Jul 23, 2026
Sanctuary Advisors, LLC History No change 6,695 604 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History No change 6,658 601 0.0% 0.0% 301 0 0.0% Q2 2026 Jul 29, 2026
CSS LLC/IL History No change 6,630 598 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 14, 2026
Sepio Capital, LP History No change 6,606 596 0.03% 0.03% 303 0 0.0% Q2 2026 Jul 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 6,556 592 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 10, 2026
FEDERATED HERMES, INC. History No change 6,527 589 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,525 589 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 12, 2026
Abel Hall, LLC History No change 6,489 586 0.1% 0.1% 307 0 0.0% Q2 2026 Jul 24, 2026
NICOLET BANKSHARES INC History No change 6,012 580 0.02% 0.02% 308 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 6,300 569 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 05, 2026
Federation des caisses Desjardins du Quebec History No change 6,022 543 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 13, 2026
Blackstone Inc. History No change 5,974 539 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History No change 5,960 538 0.01% 0.01% 312 0 0.0% Q2 2026 Jul 16, 2026
Sivia Capital Partners, LLC History No change 5,964 538 0.07% 0.07% 313 0 0.0% Q2 2026 Jul 23, 2026
ARISTEIA CAPITAL, L.L.C. History No change 5,722 516 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 5,669 512 0.03% 0.03% 315 0 0.0% Q2 2026 Jul 31, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 5,664 512 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 5,649 510 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 11, 2026
BRIGHTON JONES LLC History No change 5,602 505 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 11, 2026
Vinva Investment Management Ltd History No change 3,824 488 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 14, 2026
Mattson Financial Services, LLC History No change 4,901 483 0.1% 0.1% 320 0 0.0% Q2 2026 Aug 04, 2026
CAXTON ASSOCIATES LLP History No change 5,321 480 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 5,271 476 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 5,247 473 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 03, 2026
SUMMITRY LLC History No change 5,159 465 0.02% 0.02% 324 0 0.0% Q2 2026 Jul 21, 2026
Mutual Advisors, LLC History No change 5,096 460 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 5,071 458 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 28, 2026
Keebeck Wealth Management History No change 5,061 457 0.04% 0.04% 327 0 0.0% Q2 2026 Aug 11, 2026
Van Hulzen Asset Management, LLC History No change 5,000 451 0.03% 0.03% 328 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 4,932 445 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 14, 2026
Grandeur Peak Global Advisors, LLC History No change 4,875 440 0.1% 0.1% 330 0 0.0% Q2 2026 Aug 17, 2026
iA Global Asset Management Inc. History No change 4,762 430 0.01% 0.01% 331 0 0.0% Q2 2026 Jul 29, 2026
HB Wealth Management, LLC History No change 4,671 421 0.0% 0.0% 332 0 0.0% Q2 2026 Jul 29, 2026
FIDUCIARY TRUST CO History No change 4,645 419 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 13, 2026
Narus Financial Partners, LLC History No change 4,522 408 0.1% 0.1% 334 0 0.0% Q2 2026 Jul 31, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 4,408 398 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 07, 2026
Arax Advisory Partners History No change 4,376 395 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 10, 2026
Iron Gate Global Advisors LLC History No change 4,358 393 0.04% 0.04% 337 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 4,290 387 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 10, 2026
Fieldview Capital Management, LLC History No change 4,280 386 0.11% 0.11% 339 0 0.0% Q2 2026 Aug 14, 2026
Blueshift Asset Management, LLC History No change 4,219 381 0.09% 0.09% 340 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History No change 4,169 376 0.04% 0.04% 341 0 0.0% Q2 2026 Aug 06, 2026
Ares Systematic Credit Ltd History No change 4,100 370 0.22% 0.22% 342 0 0.0% Q2 2026 Aug 14, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 4,142 366 0.09% 0.1% 344 +77 1.89% Q3 2026 Oct 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 4,053 366 0.01% 0.01% 343 0 0.0% Q2 2026 Jul 23, 2026
CIM INVESTMENT MANAGEMENT INC History No change 4,007 361 0.09% 0.09% 345 0 0.0% Q2 2026 Sep 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,889 351 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 13, 2026
Numerai GP LLC History No change 3,881 350 0.03% 0.03% 347 0 0.0% Q2 2026 Aug 14, 2026
Curated Wealth Partners LLC History No change 3,880 350 0.04% 0.04% 348 0 0.0% Q2 2026 Aug 14, 2026
DnB Asset Management AS History No change 3,720 335 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 11, 2026
Walleye Trading LLC History No change 3,700 334 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 03, 2026
PROFUND ADVISORS LLC History No change 3,658 330 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 3,593 324 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 10, 2026
Avanza Fonder AB History No change 3,469 313 0.01% 0.01% 353 0 0.0% Q2 2026 Jul 17, 2026
Sowell Financial Services LLC History No change 3,462 312 0.01% 0.01% 354 0 0.0% Q2 2026 Jul 17, 2026
Vise Technologies, Inc. History No change 3,412 308 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 10, 2026
Ethic Inc. History No change 3,409 307 0.0% 0.0% 356 0 0.0% Q2 2026 Jul 29, 2026
Vestcor Inc History No change 3,377 305 0.01% 0.01% 357 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 3,373 304 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 06, 2026
GREENLEAF TRUST History No change 3,353 302 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 21, 2026
Hennion & Walsh Asset Management, Inc. History No change 3,304 298 0.01% 0.01% 360 0 0.0% Q2 2026 Jul 08, 2026
MML INVESTORS SERVICES, LLC History No change 3,280 296 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 07, 2026
Orion Porfolio Solutions, LLC History No change 3,285 296 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 3,257 294 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 3,211 290 0.0% 0.0% 364 0 0.0% Q2 2026 Sep 08, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,173 286 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 11, 2026
Bull Harbor Capital LLC History No change 3,089 278 0.05% 0.05% 366 0 0.0% Q2 2026 Aug 10, 2026
MeadowBrook Investment Advisors LLC History No change 3,035 274 0.22% 0.22% 367 0 0.0% Q2 2026 Jul 20, 2026
Fifth Third Wealth Advisors LLC History No change 2,893 261 0.01% 0.01% 368 0 0.0% Q2 2026 Jul 17, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,766 249 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 14, 2026
West Family Investments, Inc. History No change 2,708 244 0.07% 0.07% 370 0 0.0% Q2 2026 Aug 10, 2026
CIBC Asset Management Inc History No change 2,700 243 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 03, 2026
Chicago Partners Investment Group LLC History No change 2,555 241 0.0% 0.0% 372 0 0.0% Q2 2026 Jul 29, 2026
1620 INVESTMENT ADVISORS, INC. History No change 2,671 241 0.15% 0.15% 373 0 0.0% Q2 2026 Jul 14, 2026
Private Advisory Group LLC History No change 2,594 234 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 06, 2026
Keating Financial Advisory Services, Inc. History No change 2,592 234 0.03% 0.03% 375 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS History No change 2,589 233 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 13, 2026
Holocene Advisors, LP History No change 2,563 231 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 14, 2026
Acorn Wealth Advisors, LLC History No change 2,527 228 0.06% 0.06% 378 0 0.0% Q2 2026 Jul 30, 2026
111 Capital History No change 2,534 228 0.04% 0.04% 379 0 0.0% Q2 2026 Aug 04, 2026
Polar Capital Holdings Plc History No change 2,515 227 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 2,464 222 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 11, 2026
KBC Group NV History No change 2,411 218 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 05, 2026
Axxion S.A. History No change 2,397 216 0.02% 0.02% 383 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 2,338 211 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 06, 2026
Estate Planners Group, LLC History No change 2,347 211 0.1% 0.1% 385 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 2,315 209 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 11, 2026
Grant Private Wealth Management Inc History No change 2,276 205 0.09% 0.09% 387 0 0.0% Q2 2026 Jul 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,259 204 0.0% 0.0% 388 0 0.0% Q2 2026 Jul 29, 2026
Vident Advisory, LLC History No change 2,230 201 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 12, 2026
Edgestream Partners, L.P. History No change 2,220 200 0.01% 0.01% 390 0 0.0% Q2 2026 Aug 11, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 2,164 195 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 2,139 193 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,628 150 0.01% 0.01% 393 0 0.0% Q2 2026 Jul 22, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,643 148 0.0% 0.0% 394 0 0.0% Q2 2026 Jul 24, 2026
Aviso Financial Inc. History No change 1,588 143 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 1,500 135 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 12, 2026
Daiwa Securities Group Inc. History No change 1,430 129 0.0% 0.0% 397 0 0.0% Q2 2026 Jul 31, 2026
Eurizon Capital SGR S.p.A. History No change 1,368 120 0.0% 0.0% 398 0 0.0% Q2 2026 Jul 29, 2026
GAMMA Investing LLC History No change 1,321 119 0.0% 0.0% 399 0 0.0% Q2 2026 Jul 07, 2026
Farther Finance Advisors, LLC History No change 1,260 113 0.0% 0.0% 400 0 0.0% Q2 2026 Jul 17, 2026
SIGNATUREFD, LLC History No change 1,217 109 0.0% 0.0% 401 0 0.0% Q2 2026 Jul 23, 2026
ASSETMARK, INC History No change 1,187 107 0.0% 0.0% 402 0 0.0% Q2 2026 Jul 30, 2026
UMB Bank, n.a. History No change 1,123 101 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 883 79 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 836 75 0.01% 0.01% 405 0 0.0% Q2 2026 Jul 07, 2026
Employees Retirement System of Texas History No change 727 66 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 14, 2026
Leonteq Securities AG History No change 740 66 0.0% 0.0% 407 0 0.0% Q2 2026 Jul 27, 2026
IFP Advisors, Inc History No change 614 55 0.0% 0.0% 408 0 0.0% Q2 2026 Jul 20, 2026
GROUP ONE TRADING LLC History No change 600 54 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 554 50 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 558 50 0.01% 0.01% 411 0 0.0% Q2 2026 Jul 16, 2026
Sellwood Investment Partners LLC History No change 550 49 0.02% 0.02% 412 0 0.0% Q2 2026 Jul 27, 2026
DekaBank Deutsche Girozentrale History No change 549 45 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 464 41 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 07, 2026
WPG Advisers, LLC History No change 443 40 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 05, 2026
Kemnay Advisory Services Inc. History No change 437 39 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 430 38 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 17, 2026
Smartleaf Asset Management LLC History No change 430 37 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 405 36 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 14, 2026
Axiom Investment Management LLC History No change 396 35 0.02% 0.02% 420 0 0.0% Q2 2026 Jul 30, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 388 35 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 381 34 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 06, 2026
Silvant Capital Management LLC History No change 385 34 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 11, 2026
Acumen Wealth Advisors, LLC History No change 374 33 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 03, 2026
Parkside Financial Bank & Trust History No change 327 29 0.0% 0.0% 425 0 0.0% Q2 2026 Sep 04, 2026
SBI Securities Co., Ltd. History No change 328 29 0.0% 0.0% 426 0 0.0% Q2 2026 Jul 22, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 318 28 0.0% 0.0% 427 -4 -1.24% Q3 2026 Oct 05, 2026
CoreCap Advisors, LLC History No change 316 28 0.0% 0.0% 428 0 0.0% Q2 2026 Jul 06, 2026
HUNTINGTON NATIONAL BANK History No change 302 27 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 300 27 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 28, 2026
Versant Capital Management, Inc History No change 292 25 0.0% 0.0% 431 0 0.0% Q3 2026 Oct 01, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 267 24 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 252 24 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 27, 2026
BURKETT FINANCIAL SERVICES, LLC History New 242 21 0.01% — 435 +242 New Q3 2026 Oct 01, 2026
PRIVATE TRUST CO NA History No change 236 21 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 28, 2026
Mirae Asset Global Investments Co., Ltd. History No change 223 20 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History No change 223 20 0.0% 0.0% 437 0 0.0% Q2 2026 Jul 22, 2026
Essential Partners LLC History No change 224 20 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 214 19 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 04, 2026
Basecamp Wealth Advisors LLC History No change 211 19 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 183 16 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 20, 2026
MATHER GROUP, LLC. History No change 180 16 0.0% 0.0% 442 0 0.0% Q2 2026 Jul 27, 2026
Asset Dedication, LLC History No change 171 15 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 30, 2026
Salomon & Ludwin, LLC History No change 157 14 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 07, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 128 12 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 07, 2026
Covestor Ltd History No change 129 12 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 07, 2026
CITY HOLDING CO History No change 125 11 0.0% 0.0% 447 0 0.0% Q2 2026 Jul 10, 2026
VISION FINANCIAL MARKETS LLC History No change 115 10 0.01% 0.01% 448 0 0.0% Q2 2026 Jul 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 94 8 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 12, 2026
CVA Family Office, LLC History No change 90 8 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 07, 2026
Accent Capital Management, LLC History No change 80 7 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 74 6 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 20, 2026
JFS WEALTH ADVISORS, LLC History No change 67 6 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 10, 2026
Cedar Mountain Advisors, LLC History No change 75 6 0.0% 0.0% 454 0 0.0% Q2 2026 Jul 02, 2026
Continuum Advisory, LLC History No change 73 6 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 06, 2026
Wealth Enhancement Trust Services, Inc. History No change 69 6 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 62 5 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 49 4 0.0% 0.0% 458 0 0.0% Q2 2026 Jul 31, 2026
Bogart Wealth, LLC History No change 53 4 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 24, 2026
Blue Trust, Inc. History No change 54 4 0.0% 0.0% 460 0 0.0% Q2 2026 Jul 21, 2026
Bell Investment Advisors, Inc History No change 47 4 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 06, 2026
Fortitude Family Office, LLC History No change 47 4 0.0% 0.0% 462 0 0.0% Q2 2026 Jul 20, 2026
Sachetta, LLC History No change 52 4 0.0% 0.0% 463 0 0.0% Q2 2026 Jul 15, 2026
Greykasell Wealth Strategies, Inc. History No change 55 4 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 50 4 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 28, 2026
Clearstead Trust, LLC History No change 38 3 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 06, 2026
High Note Wealth, LLC History No change 41 3 0.0% 0.0% 467 0 0.0% Q2 2026 Jul 23, 2026
Manchester Capital Management LLC History No change 23 2 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 13, 2026
Marquette Asset Management, LLC History No change 24 2 0.0% 0.0% 469 0 0.0% Q2 2026 Jul 09, 2026
BAYBAN History No change 29 2 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 30, 2026
Silver Grove Financial Group, Inc. History No change 32 2 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 16 1 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 12, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 19 1 0.0% 0.0% 473 0 0.0% Q2 2026 Sep 02, 2026
Bay Harbor Wealth Management, LLC History No change 13 1 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 28, 2026
SHP Wealth Management History No change 12 1 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 11, 2026
Creative Capital Management Investments LLC History No change 17 1 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 24, 2026
Kingdom Financial Group LLC. History No change 18 1 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 07, 2026
DiNuzzo Private Wealth, Inc. History No change 13 1 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 10, 2026
JPL Wealth Management, LLC History No change 12 1 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History No change 22 1 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 27, 2026
Rialto Wealth Management, LLC History No change 16 1 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 11, 2026
Torren Management, LLC History No change 21 1 0.0% 0.0% 482 0 0.0% Q2 2026 Jul 10, 2026
Planning Strategies Inc. History New 2 0 — — — +2 New Q3 2026 Oct 02, 2026
SouthState Bank Corp History No change 7 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
GHP Investment Advisors, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Financial Management Professionals, Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Quaker Wealth Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Golden State Wealth Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Avion Wealth History No change 7 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
TFC Financial Management, Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Activest Wealth Management History No change 4 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
DecisionPoint Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Dunhill Financial, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 10 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Cassaday & Co Wealth Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Quarry LP History No change 9 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
LRI Investments, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Navigoe, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HFM Investment Advisors, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Investors Portfolio Services LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026