H&R BLOCK INC - HRB

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 16,326,241 621,703 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 15,744,303 599,543 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 9,616,406 366,192 0.13% 0.13% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 6,210,650 236,501 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 5,713,146 217,556 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 4,157,916 160,033 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 3,975,923 151,403 0.41% 0.41% 7 0 0.0% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 3,244,474 123,549 0.19% 0.19% 8 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,061,311 116,596 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 2,934,354 111,740 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 2,272,476 86,537 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 2,185,522 83,224 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 2,007,551 76,447 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 1,922,900 73,224 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 1,912,427 72,825 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,845,107 70,261 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 1,714,217 65,277 0.24% 0.24% 17 0 0.0% Q2 2026 Aug 13, 2026
LSV ASSET MANAGEMENT History No change 1,591,990 60,623 0.11% 0.11% 18 0 0.0% Q2 2026 Aug 06, 2026
Bank of New York Mellon Corp History No change 1,476,375 56,220 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 06, 2026
Ranmore Fund Management Ltd History No change 1,400,000 53,312 5.9% 5.9% 20 0 0.0% Q2 2026 Jul 31, 2026
Framtiden Holdings Management Co LLC History No change 1,140,000 47,219 28.62% 28.62% 21 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 1,219,451 46,436 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 12, 2026
ROYCE & ASSOCIATES LP History No change 1,063,355 40,492 0.33% 0.33% 23 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 977,704 37,230 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 908,285 34,587 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 826,467 31,471 0.04% 0.04% 26 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 804,290 30,627 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 790,137 30,088 0.13% 0.13% 28 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 761,467 28,996 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History No change 755,162 28,757 0.07% 0.07% 30 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 752,508 28,656 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 717,424 27,319 0.0% 0.0% 32 0 0.0% Q2 2026 Sep 02, 2026
Prevatt Capital Ltd History No change 710,000 27,036 5.86% 5.86% 33 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 694,524 26,447 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 14, 2026
Boston Trust Walden Corp History No change 673,795 25,658 0.2% 0.2% 35 0 0.0% Q2 2026 Jul 24, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 628,627 23,938 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 626,434 23,854 0.07% 0.07% 37 0 0.0% Q2 2026 Aug 06, 2026
BANK OF AMERICA CORP /DE/ History No change 617,929 23,530 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 604,025 23,001 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 558,757 21,578 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
Lodge Hill Capital, LLC History No change 565,900 21,549 3.61% 3.61% 41 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 505,000 19,230 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 421,459 16,049 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 411,812 15,681 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 401,261 15,280 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 368,323 14,036 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 360,246 13,718 0.06% 0.06% 47 0 0.0% Q2 2026 Jul 29, 2026
Swedbank AB History No change 345,643 13,162 0.01% 0.01% 48 0 0.0% Q2 2026 Jul 15, 2026
RHUMBLINE ADVISERS History No change 339,250 12,918 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 336,833 12,826 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 329,673 12,554 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
South Dakota Investment Council History No change 317,883 12,105 0.21% 0.21% 52 0 0.0% Q2 2026 Aug 11, 2026
MACKENZIE FINANCIAL CORP History No change 308,367 11,742 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 302,752 11,528 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 301,186 11,469 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
RWWM, Inc. History No change 296,272 11,282 0.83% 0.83% 56 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 293,120 11,162 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 287,666 10,954 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 04, 2026
SPROTT INC. History No change 285,000 10,852 0.34% 0.34% 59 0 0.0% Q2 2026 Jul 28, 2026
Robeco Institutional Asset Management B.V. History No change 282,804 10,769 0.01% 0.01% 60 0 0.0% Q2 2026 Jul 21, 2026
TECTONIC ADVISORS LLC History No change 280,725 10,690 0.51% 0.51% 61 0 0.0% Q2 2026 Jul 15, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 271,197 10,327 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 265,980 10,128 0.12% 0.12% 63 0 0.0% Q2 2026 Aug 13, 2026
Forum Finance Group S.A. History No change 326,888 10,059 3.62% 3.62% 64 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History No change 261,903 9,973 0.45% 0.45% 65 0 0.0% Q2 2026 Jul 20, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 258,863 9,857 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 257,760 9,815 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 256,840 9,780 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 254,400 9,687 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 11, 2026
Cambria Investment Management, L.P. History No change 254,284 9,683 0.48% 0.48% 70 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 252,830 9,627 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 273,121 8,668 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 206,260 7,883 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 204,524 7,788 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 27, 2026
Brookstone Capital Management History No change 192,545 7,332 0.07% 0.07% 75 0 0.0% Q2 2026 Jul 15, 2026
Legal & General Group Plc History No change 182,210 6,938 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 180,700 6,881 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 06, 2026
CANADA LIFE ASSURANCE Co History No change 177,891 6,766 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 176,836 6,733 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 171,857 6,544 0.08% 0.08% 80 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 170,134 6,478 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 165,056 6,285 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 11, 2026
Midwest Trust Co History No change 163,659 6,232 0.07% 0.07% 83 0 0.0% Q2 2026 Aug 04, 2026
Trexquant Investment LP History No change 160,540 6,113 0.04% 0.04% 84 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 146,872 5,592 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 24, 2026
SEIZERT CAPITAL PARTNERS, LLC History No change 146,440 5,576 0.23% 0.23% 86 0 0.0% Q2 2026 Aug 05, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 143,770 5,475 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 139,549 5,314 0.01% 0.01% 88 0 0.0% Q2 2026 Jul 23, 2026
Empowered Funds, LLC History No change 138,160 5,261 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 134,228 5,111 0.06% 0.06% 90 0 0.0% Q2 2026 Aug 18, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 134,150 5,108 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History No change 132,793 5,056 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 131,120 4,993 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 19, 2026
Retirement Systems of Alabama History No change 131,106 4,992 0.02% 0.02% 94 0 0.0% Q2 2026 Jul 28, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 126,289 4,809 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 10, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 125,951 4,796 0.31% 0.31% 96 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 125,943 4,795 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 03, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 123,450 4,700 0.08% 0.08% 98 0 0.0% Q2 2026 Aug 14, 2026
Elo Mutual Pension Insurance Co History No change 121,359 4,621 0.06% 0.06% 99 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 121,017 4,608 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 120,120 4,574 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 118,362 4,556 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 10, 2026
Qube Research & Technologies Ltd History No change 117,217 4,463 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History No change 116,980 4,454 0.01% 0.01% 104 0 0.0% Q2 2026 Jul 08, 2026
Inlet Private Wealth, LLC History No change 113,852 4,335 1.05% 1.05% 105 0 0.0% Q2 2026 Aug 07, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 109,003 4,144 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 108,500 4,132 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 108,300 4,124 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 108,041 4,114 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 113,628 4,061 0.01% 0.01% 110 0 0.0% Q2 2026 Jul 15, 2026
Round Hill Asset Management History No change 106,396 4,051 2.54% 2.54% 111 0 0.0% Q2 2026 Aug 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 104,533 3,982 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 103,016 3,922 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 102,900 3,918 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 102,601 3,907 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 100,881 3,841 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 07, 2026
Qsemble Capital Management, LP History No change 97,272 3,704 0.47% 0.47% 117 0 0.0% Q2 2026 Aug 03, 2026
SEGALL BRYANT & HAMILL, LLC History No change 95,000 3,617 0.04% 0.04% 118 0 0.0% Q2 2026 Aug 12, 2026
SummitTX Capital, L.P. History No change 92,998 3,541 0.09% 0.09% 119 0 0.0% Q2 2026 Aug 14, 2026
Mubadala Investment Co PJSC History No change 89,679 3,414 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 88,515 3,370 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 14, 2026
Range Financial Group LLC History No change 88,404 3,366 0.92% 0.92% 122 0 0.0% Q2 2026 Jul 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 86,433 3,291 0.0% 0.0% 123 0 0.0% Q2 2026 Sep 09, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History No change 85,550 3,257 0.05% 0.05% 124 0 0.0% Q2 2026 Jul 10, 2026
Walleye Capital LLC History No change 84,200 3,206 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 03, 2026
Focus Partners Wealth History No change 83,704 3,188 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 12, 2026
Vest Financial, LLC History No change 83,580 3,182 0.03% 0.03% 127 0 0.0% Q2 2026 Jul 24, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 82,312 3,134 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
AGF MANAGEMENT LTD History No change 79,656 3,033 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 77,712 2,992 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 78,379 2,984 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 29, 2026
TEALWOOD ASSET MANAGEMENT INC History No change 72,302 2,753 1.06% 1.06% 132 0 0.0% Q2 2026 Jul 14, 2026
Rodgers Brothers Inc. History No change 71,650 2,728 0.26% 0.26% 133 0 0.0% Q2 2026 Aug 05, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 68,181 2,596 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 12, 2026
CAXTON ASSOCIATES LLP History No change 67,633 2,575 0.05% 0.05% 135 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 67,200 2,558 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Kennondale Capital Management LLC History No change 66,879 2,546 1.7% 1.7% 137 0 0.0% Q2 2026 Aug 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 66,200 2,520 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 25, 2026
WELLS FARGO & COMPANY/MN History No change 64,143 2,442 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 63,500 2,418 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
KLP KAPITALFORVALTNING AS History No change 62,900 2,417 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 63,187 2,406 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 63,124 2,403 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 62,303 2,372 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 61,944 2,358 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 61,730 2,350 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 13, 2026
WBI INVESTMENTS, LLC History No change 60,192 2,292 0.57% 0.57% 147 0 0.0% Q2 2026 Aug 11, 2026
Carolina Wealth Advisors, LLC History No change 58,629 2,232 0.87% 0.87% 148 0 0.0% Q2 2026 Jul 09, 2026
Police & Firemen's Retirement System of New Jersey History No change 58,418 2,224 0.02% 0.02% 149 0 0.0% Q2 2026 Jul 23, 2026
Optimist Retirement Group LLC History No change 58,076 2,211 0.85% 0.85% 150 0 0.0% Q2 2026 Aug 10, 2026
Redwood Investment Management, LLC History No change 57,857 2,203 0.22% 0.22% 151 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History No change 57,613 2,194 0.02% 0.02% 152 0 0.0% Q2 2026 Jul 23, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 57,500 2,189 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 57,179 2,177 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 55,554 2,115 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 55,109 2,105 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 53,871 2,051 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 53,792 2,049 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 53,448 2,035 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
Kendall Capital Management History No change 53,000 2,018 0.34% 0.34% 160 0 0.0% Q2 2026 Aug 12, 2026
Rings Capital Management LLC History No change 53,000 2,018 1.03% 1.03% 161 0 0.0% Q2 2026 Aug 14, 2026
Longaeva Partners L.P. History No change 52,713 2,007 0.04% 0.04% 162 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 52,675 2,006 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 52,114 1,984 0.0% 0.0% 164 0 0.0% Q2 2026 Sep 23, 2026
Ensign Peak Advisors, Inc History No change 51,107 1,946 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 50,906 1,938 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History No change 50,893 1,937 0.02% 0.02% 167 0 0.0% Q2 2026 Jul 20, 2026
Y-Intercept (Hong Kong) Ltd History No change 50,890 1,937 0.04% 0.04% 168 0 0.0% Q2 2026 Jul 13, 2026
State of Tennessee, Department of Treasury History No change 50,255 1,913 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 14, 2026
CHASE INVESTMENT COUNSEL CORP History No change 50,000 1,904 0.4% 0.4% 170 0 0.0% Q2 2026 Aug 06, 2026
Summit Trail Advisors, LLC History No change 49,956 1,902 0.02% 0.02% 171 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 48,741 1,856 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 48,669 1,853 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 14, 2026
Cygnus Capital Advisors, LLC History No change 48,664 1,853 1.26% 1.26% 174 0 0.0% Q2 2026 Sep 03, 2026
Convergence Investment Partners, LLC History No change 48,412 1,843 0.17% 0.17% 175 0 0.0% Q2 2026 Jul 31, 2026
Walleye Trading LLC History No change 48,300 1,839 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 03, 2026
AMERICAN CENTURY COMPANIES INC History No change 47,752 1,818 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 47,051 1,791 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 11, 2026
Edgestream Partners, L.P. History No change 45,473 1,731 0.05% 0.05% 179 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 45,170 1,720 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 07, 2026
Aquatic Capital Management LLC History No change 45,115 1,717 0.06% 0.06% 181 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 44,733 1,703 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 44,559 1,696 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 44,486 1,694 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 11, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 44,300 1,686 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 43,474 1,655 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 04, 2026
State of New Jersey Common Pension Fund D History No change 43,157 1,643 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 04, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 42,628 1,623 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 12, 2026
AUXIER ASSET MANAGEMENT LLC History No change 42,211 1,607 0.22% 0.22% 189 0 0.0% Q2 2026 Aug 14, 2026
Oak Thistle LLC History No change 41,994 1,599 0.15% 0.15% 190 0 0.0% Q2 2026 Jul 20, 2026
Vanguard Personalized Indexing Management, LLC History No change 41,807 1,592 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 41,519 1,581 0.0% 0.0% 192 0 0.0% Q2 2026 Jul 29, 2026
Tidal Investments LLC History No change 41,504 1,580 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 41,326 1,573 0.01% 0.01% 194 0 0.0% Q2 2026 Jul 20, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 39,320 1,497 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 06, 2026
CEERA INVESTMENTS, LLC History No change 38,743 1,475 0.63% 0.63% 196 0 0.0% Q2 2026 Aug 05, 2026
Ethic Inc. History No change 38,444 1,463 0.02% 0.02% 197 0 0.0% Q2 2026 Jul 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 38,343 1,460 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 17, 2026
Handelsbanken Fonder AB History No change 37,500 1,428 0.0% 0.0% 199 0 0.0% Q2 2026 Jul 10, 2026
Cunning Capital Partners, LP History No change 37,360 1,423 0.57% 0.57% 200 0 0.0% Q2 2026 Aug 11, 2026
Louisiana State Employees Retirement System History No change 37,100 1,412 0.02% 0.02% 201 0 0.0% Q2 2026 Jul 21, 2026
BNP Paribas Asset Management Holding S.A. History No change 37,042 1,410 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History No change 36,538 1,391 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 36,003 1,370 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 34,992 1,332 0.01% 0.01% 205 0 0.0% Q2 2026 Jul 16, 2026
Arizona State Retirement System History No change 34,977 1,331 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 07, 2026
Point Nemo Capital, LLC History No change 34,831 1,326 0.67% 0.67% 207 0 0.0% Q2 2026 Aug 07, 2026
Man Group plc History No change 34,551 1,315 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 34,107 1,298 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 32,485 1,277 0.0% 0.0% 210 0 0.0% Q2 2026 Jul 27, 2026
Neuberger Berman Group LLC History No change 33,418 1,272 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 33,204 1,264 0.05% 0.05% 212 0 0.0% Q2 2026 Aug 06, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 33,076 1,259 0.09% 0.09% 213 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 32,306 1,230 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 13, 2026
Linden Thomas Advisory Services, LLC History No change 31,121 1,185 0.1% 0.1% 215 0 0.0% Q2 2026 Jul 16, 2026
Quadrature Capital Ltd History No change 30,865 1,175 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Technology Lab Private Ltd History No change 30,839 1,174 0.26% 0.26% 217 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 30,661 1,167 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 30,347 1,155 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 17, 2026
Quinn Opportunity Partners LLC History No change 30,000 1,142 0.05% 0.05% 220 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 29,744 1,132 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 29,668 1,129 0.0% 0.0% 222 0 0.0% Q2 2026 Jul 30, 2026
Havemeyer Place LP History No change 29,443 1,121 0.11% 0.11% 223 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 29,039 1,105 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 03, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 28,514 1,085 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 28,149 1,072 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 27,800 1,059 0.03% 0.03% 227 0 0.0% Q2 2026 Jul 29, 2026
FIRST CITIZENS BANK & TRUST CO History No change 27,577 1,050 0.02% 0.02% 228 0 0.0% Q2 2026 Jul 13, 2026
Bleakley Financial Group, LLC History No change 27,427 1,044 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 05, 2026
Eschler Asset Management LLP History No change 27,000 1,028 1.83% 1.83% 230 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 26,224 998 0.01% 0.01% 231 0 0.0% Q2 2026 Jul 28, 2026
Huber Capital Management LLC History No change 26,100 993 0.15% 0.15% 232 0 0.0% Q2 2026 Aug 12, 2026
Human Investing LLC History No change 25,831 983 0.13% 0.13% 233 0 0.0% Q2 2026 Jul 21, 2026
Sequoia Financial Advisors, LLC History No change 25,097 955 0.0% 0.0% 234 0 0.0% Q2 2026 Jul 17, 2026
BANK OF MONTREAL /CAN/ History No change 25,048 953 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 24,921 948 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History No change 24,668 939 0.03% 0.03% 237 0 0.0% Q2 2026 Jul 08, 2026
denkapparat Operations GmbH History No change 24,170 920 0.3% 0.3% 238 0 0.0% Q2 2026 Aug 06, 2026
SG Americas Securities, LLC History No change 23,847 908 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 23,475 893 0.01% 0.01% 240 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Investment Partners, Inc. History No change 23,352 889 0.02% 0.02% 241 0 0.0% Q2 2026 Aug 13, 2026
Argyle Capital Management, LLC History No change 23,233 884 0.25% 0.25% 242 0 0.0% Q2 2026 Jul 28, 2026
BRIGHTON JONES LLC History No change 22,367 851 0.02% 0.02% 243 0 0.0% Q2 2026 Aug 11, 2026
LGT Group Foundation History No change 22,257 847 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 10, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 22,021 838 0.08% 0.08% 245 0 0.0% Q2 2026 Jul 31, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 22,013 838 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 11, 2026
Envestnet Portfolio Solutions, Inc. History No change 21,854 832 0.0% 0.0% 247 0 0.0% Q2 2026 Sep 23, 2026
Cambridge Investment Research Advisors, Inc. History No change 21,540 820 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 27, 2026
Baird Financial Group, Inc. History No change 21,426 815 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 12, 2026
Sovereign's Capital Management, LLC History No change 21,239 808 0.54% 0.54% 250 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 20,171 805 0.02% 0.02% 251 0 0.0% Q2 2026 Jul 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 20,845 793 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 20,541 782 0.05% 0.05% 253 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 19,902 757 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History No change 19,881 757 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 30, 2026
NewEdge Advisors, LLC History No change 19,433 740 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 12, 2026
Chesley Taft & Associates LLC History No change 19,382 738 0.03% 0.03% 257 0 0.0% Q2 2026 Jul 08, 2026
XTX Topco Ltd History No change 19,394 738 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 18,906 719 0.01% 0.01% 259 0 0.0% Q2 2026 Jul 17, 2026
Lighthouse Investment Partners, LLC History No change 18,757 714 0.02% 0.02% 260 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 18,500 704 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 18,451 702 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 18,389 700 0.0% 0.0% 263 0 0.0% Q2 2026 Sep 08, 2026
Arax Advisory Partners History No change 18,184 692 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History No change 18,013 685 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 14, 2026
MSH Capital Advisors LLC History No change 17,578 669 0.12% 0.12% 266 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Wealth, LLC History No change 17,388 662 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 10, 2026
Crossmark Global Holdings, Inc. History No change 17,245 656 0.01% 0.01% 268 0 0.0% Q2 2026 Jul 16, 2026
Lido Advisors, LLC History No change 16,955 653 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 07, 2026
XPONANCE LLC History No change 16,994 647 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 10, 2026
ROCKLAND TRUST CO History No change 16,866 642 0.03% 0.03% 271 0 0.0% Q2 2026 Jul 08, 2026
Focus Partners Advisor Solutions, LLC History No change 16,766 638 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 06, 2026
Bull Harbor Capital LLC History No change 16,740 637 0.12% 0.12% 273 0 0.0% Q2 2026 Aug 10, 2026
MAI Capital Management History No change 16,673 636 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 16,720 636 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 07, 2026
Claret Asset Management Corp History No change 16,410 625 0.07% 0.07% 276 0 0.0% Q2 2026 Jul 27, 2026
Archer Investment Corp History No change 16,300 620 0.12% 0.12% 277 0 0.0% Q2 2026 Aug 03, 2026
CHOREO, LLC History No change 16,060 619 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 04, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 16,067 611 0.32% 0.32% 279 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 16,036 605 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 15,911 605 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 14, 2026
Ifrah Financial Services, Inc. History No change 15,700 597 0.15% 0.15% 282 0 0.0% Q2 2026 Jul 21, 2026
TCM Advisors, LLC History No change 15,500 590 0.05% 0.05% 283 0 0.0% Q2 2026 Aug 13, 2026
Curi Capital, LLC History No change 15,342 583 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 14, 2026
Legacy Bridge, LLC History No change 15,265 581 0.18% 0.18% 285 0 0.0% Q2 2026 Aug 13, 2026
CSS LLC/IL History No change 15,179 578 0.02% 0.02% 286 0 0.0% Q2 2026 Aug 14, 2026
RBF Capital, LLC History No change 15,000 571 0.02% 0.02% 287 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 14,305 545 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 13, 2026
Ascent Group, LLC History No change 14,314 545 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 03, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 14,290 544 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 10, 2026
Pallas Capital Advisors LLC History No change 14,225 541 0.02% 0.02% 291 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 14,168 539 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 11, 2026
Swiss Life Asset Management Ltd History No change 13,842 527 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 29, 2026
New Age Alpha Advisors, LLC History No change 13,825 526 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 13, 2026
Abacus Wealth Partners, LLC History No change 13,220 503 0.05% 0.05% 295 0 0.0% Q2 2026 Jul 22, 2026
D.A. DAVIDSON & CO. History No change 12,533 477 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 24, 2026
Affinity Capital Advisors, LLC History No change 12,094 474 0.06% 0.06% 297 0 0.0% Q2 2026 Jul 08, 2026
Blackstone Inc. History No change 12,124 461 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 11,893 452 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 13, 2026
Simplicity Wealth,LLC History No change 11,731 446 0.02% 0.02% 300 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 11,703 445 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History No change 11,663 444 0.01% 0.01% 302 0 0.0% Q2 2026 Jul 27, 2026
OMERS ADMINISTRATION Corp History No change 11,600 441 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Added to 10,724 438 0.01% 0.01% 304 +786 7.91% Q3 2026 Oct 02, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 11,523 438 0.02% 0.02% 305 0 0.0% Q2 2026 Aug 05, 2026
NorthCrest Asset Manangement, LLC History No change 11,317 437 0.01% 0.01% 306 0 0.0% Q2 2026 Jul 15, 2026
Frec Markets, Inc. History No change 11,239 427 0.04% 0.04% 307 0 0.0% Q2 2026 Aug 13, 2026
Frank, Rimerman Advisors LLC History No change 11,192 426 0.02% 0.02% 308 0 0.0% Q2 2026 Jul 27, 2026
EP Wealth Advisors, LLC History No change 11,031 420 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 11, 2026
West Family Investments, Inc. History No change 10,929 416 0.12% 0.12% 310 0 0.0% Q2 2026 Aug 10, 2026
Nykredit A/S History No change 10,685 406 0.0% 0.0% 311 0 0.0% Q2 2026 Sep 08, 2026
NATIXIS ADVISORS, LLC History No change 10,472 398 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 10,354 394 0.01% 0.01% 313 0 0.0% Q2 2026 Jul 28, 2026
HighTower Advisors, LLC History No change 10,350 394 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 05, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 9,343 393 0.01% 0.01% 315 0 0.0% Q2 2026 Jul 23, 2026
Waverly Advisors, LLC History No change 10,223 389 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 10,114 385 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 12, 2026
SYON CAPITAL LLC History No change 10,034 382 0.02% 0.02% 318 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 9,997 380 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 10, 2026
CWC Advisors, LLC. History No change 9,798 373 0.17% 0.17% 320 0 0.0% Q2 2026 Jul 21, 2026
FEDERATED HERMES, INC. History No change 9,794 372 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 9,586 368 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 07, 2026
AVISO WEALTH MANAGEMENT History No change 9,639 367 0.13% 0.13% 323 0 0.0% Q2 2026 Aug 04, 2026
Tower Research Capital LLC (TRC) History No change 9,497 361 0.01% 0.01% 324 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 9,381 357 0.04% 0.04% 325 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 9,142 348 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 8,960 343 0.01% 0.01% 327 0 0.0% Q2 2026 Jul 23, 2026
Taylor Hoffman Capital Management LLC History No change 9,027 343 0.08% 0.08% 328 0 0.0% Q2 2026 Aug 11, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 8,918 342 0.02% 0.02% 329 0 0.0% Q2 2026 Aug 12, 2026
Diversified Trust Co History No change 8,905 339 0.01% 0.01% 330 0 0.0% Q2 2026 Jul 17, 2026
HM PAYSON & CO History No change 8,750 333 0.0% 0.0% 331 0 0.0% Q2 2026 Jul 17, 2026
Bridgewater Associates, LP History No change 8,759 333 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 14, 2026
FCG Investment Co History No change 8,690 330 0.11% 0.11% 333 0 0.0% Q2 2026 Jul 13, 2026
Inscription Capital, LLC History No change 8,432 321 0.03% 0.03% 334 0 0.0% Q2 2026 Aug 13, 2026
WADDELL & ASSOCIATES, LLC History No change 8,438 321 0.02% 0.02% 335 0 0.0% Q2 2026 Jul 15, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 8,249 314 0.02% 0.02% 336 0 0.0% Q2 2026 Aug 06, 2026
Dorsey & Whitney Trust CO LLC History No change 8,141 310 0.02% 0.02% 337 0 0.0% Q2 2026 Aug 14, 2026
Bayforest Capital Ltd History No change 8,109 308 0.28% 0.28% 338 0 0.0% Q2 2026 Aug 05, 2026
Kera Capital Partners, Inc. History No change 8,065 307 0.03% 0.03% 339 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 8,006 304 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 7,963 303 0.0% 0.0% 341 0 0.0% Q2 2026 Jul 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 7,904 300 0.0% 0.0% 342 0 0.0% Q2 2026 Jul 20, 2026
Savant Capital, LLC History No change 7,421 296 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 10, 2026
TUDOR INVESTMENT CORP ET AL History No change 7,600 289 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 7,531 289 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 06, 2026
Caerus Investment Advisors, LLC History No change 7,443 283 0.09% 0.09% 346 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 7,263 276 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 04, 2026
Blue Trust, Inc. History No change 7,213 274 0.0% 0.0% 348 0 0.0% Q2 2026 Jul 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 7,113 270 0.0% 0.0% 349 0 0.0% Q2 2026 Jul 28, 2026
OneDigital Investment Advisors LLC History No change 6,978 265 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 6,873 261 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 6,789 258 0.0% 0.0% 352 0 0.0% Q2 2026 Jul 28, 2026
PARK NATIONAL CORP /OH/ History No change 6,800 258 0.01% 0.01% 353 0 0.0% Q2 2026 Jul 15, 2026
ALLSTATE CORP History No change 6,800 258 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 13, 2026
Utah Retirement Systems History No change 6,719 255 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 6,665 253 0.0% 0.0% 356 0 0.0% Q2 2026 Jul 31, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 6,506 248 0.01% 0.01% 357 0 0.0% Q2 2026 Aug 04, 2026
Blueshift Asset Management, LLC History No change 6,520 248 0.06% 0.06% 358 0 0.0% Q2 2026 Aug 14, 2026
DnB Asset Management AS History No change 6,509 247 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 11, 2026
Maryland State Retirement & Pension System History No change 6,486 246 0.0% 0.0% 360 0 0.0% Q2 2026 Jul 30, 2026
MOKAN Wealth Management Inc. History No change 6,434 245 0.09% 0.09% 361 0 0.0% Q2 2026 Jul 27, 2026
Proficio Capital Partners LLC History No change 6,422 244 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 14, 2026
Silver Coast Investments LLC History No change 6,428 244 0.07% 0.07% 363 0 0.0% Q2 2026 Jul 24, 2026
Applied Finance Capital Management, LLC History No change 6,350 241 0.02% 0.02% 364 0 0.0% Q2 2026 Jul 28, 2026
Compound Planning, Inc. History No change 6,298 239 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 04, 2026
Legato Capital Management LLC History No change 6,110 232 0.02% 0.02% 366 0 0.0% Q2 2026 Aug 06, 2026
Integrated Quantitative Investments LLC History No change 6,110 232 0.04% 0.04% 367 0 0.0% Q2 2026 Aug 14, 2026
Waldron Private Wealth LLC History No change 6,075 231 0.01% 0.01% 368 0 0.0% Q2 2026 Jul 20, 2026
Robertson Stephens Wealth Management, LLC History No change 5,999 230 0.01% 0.01% 369 0 0.0% Q2 2026 Jul 29, 2026
GLENMEDE TRUST CO NA History No change 5,978 227 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 10, 2026
JMN Financial LLC History No change 5,897 227 0.18% 0.18% 371 0 0.0% Q2 2026 Aug 10, 2026
Rothschild Wealth LLC History No change 5,945 226 0.02% 0.02% 372 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 5,890 224 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 5,879 223 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 5,828 221 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History No change 5,538 219 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 13, 2026
Arnhold LLC History No change 5,600 213 0.01% 0.01% 377 0 0.0% Q2 2026 Jul 27, 2026
Bridgefront Capital, LLC History No change 5,591 212 0.06% 0.06% 378 0 0.0% Q2 2026 Aug 14, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 5,542 211 0.17% 0.17% 379 0 0.0% Q2 2026 Aug 11, 2026
Apollon Wealth Management, LLC History No change 5,564 211 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 22, 2026
Parcion Private Wealth LLC History No change 5,544 211 0.01% 0.01% 381 0 0.0% Q2 2026 Jul 27, 2026
Optas, LLC History No change 5,558 211 0.03% 0.03% 382 0 0.0% Q2 2026 Jul 21, 2026
UMB Bank, n.a. History No change 5,537 210 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 13, 2026
Crestwood Advisors Group, LLC History No change 5,501 209 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 03, 2026
SYM FINANCIAL Corp History No change 5,401 205 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History No change 5,358 204 0.01% 0.01% 386 0 0.0% Q2 2026 Jul 24, 2026
Cypress Point Wealth Management, LLC History No change 5,378 204 0.04% 0.04% 387 0 0.0% Q2 2026 Jul 17, 2026
SIGNATUREFD, LLC History No change 5,063 192 0.0% 0.0% 388 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History No change 4,919 187 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 4,449 170 0.1% 0.1% 390 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 4,456 170 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 12, 2026
STRS OHIO History No change 4,459 169 0.0% 0.0% 392 0 0.0% Q2 2026 Jul 30, 2026
State of Wyoming History No change 4,378 166 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History Added to 3,879 158 0.01% 0.01% 394 +1,796 86.22% Q3 2026 Oct 01, 2026
1620 INVESTMENT ADVISORS, INC. History No change 4,053 154 0.1% 0.1% 395 0 0.0% Q2 2026 Jul 14, 2026
KBC Group NV History No change 3,929 150 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 05, 2026
Essential Partners LLC History No change 3,852 146 0.07% 0.07% 397 0 0.0% Q2 2026 Aug 10, 2026
New Vernon Capital Holdings II LLC History No change 3,763 143 0.08% 0.08% 398 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 3,472 132 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 3,344 127 0.0% 0.0% 400 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 3,339 127 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 05, 2026
SBI Securities Co., Ltd. History No change 3,278 124 0.0% 0.0% 402 0 0.0% Q2 2026 Jul 22, 2026
Global Retirement Partners, LLC History No change 2,929 111 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 06, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2,566 97 0.01% 0.01% 404 0 0.0% Q2 2026 Jul 13, 2026
Medallion Wealth Advisors, LLC History No change 2,400 91 0.03% 0.03% 405 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 2,315 88 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 07, 2026
Center for Financial Planning, Inc. History No change 2,303 87 0.01% 0.01% 407 0 0.0% Q2 2026 Jul 21, 2026
Eurizon Capital SGR S.p.A. History No change 2,084 79 0.0% 0.0% 408 0 0.0% Q2 2026 Jul 29, 2026
Independence Bank of Kentucky History No change 2,000 76 0.01% 0.01% 409 0 0.0% Q2 2026 Jul 13, 2026
True Wealth Design, LLC History No change 1,959 74 0.02% 0.02% 410 0 0.0% Q2 2026 Jul 16, 2026
BARD ASSOCIATES INC History No change 1,898 73 0.02% 0.02% 411 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 1,874 71 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 1,744 66 0.02% 0.02% 413 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History No change 1,697 64 0.01% 0.01% 414 0 0.0% Q2 2026 Jul 28, 2026
Plato Investment Management Ltd History No change 1,614 61 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 06, 2026
Quarry LP History No change 1,598 60 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 1,395 53 0.0% 0.0% 417 0 0.0% Q2 2026 Jul 24, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,241 47 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 10, 2026
MEEDER ASSET MANAGEMENT INC History No change 1,204 45 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History No change 1,197 45 0.0% 0.0% 420 0 0.0% Q2 2026 Jul 22, 2026
High Point Wealth Management, LLC History No change 1,168 44 0.04% 0.04% 421 0 0.0% Q2 2026 Jul 20, 2026
Clearstead Advisors, LLC History No change 1,027 39 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 06, 2026
Corsicana & Co. History No change 1,050 39 0.02% 0.02% 423 0 0.0% Q2 2026 Jul 24, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 1,040 39 0.01% 0.01% 424 0 0.0% Q2 2026 Jul 07, 2026
Employees Retirement System of Texas History No change 1,000 38 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 984 37 0.0% 0.0% 426 0 0.0% Q2 2026 Sep 04, 2026
Steward Partners Investment Advisory, LLC History No change 936 35 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History No change 895 34 0.0% 0.0% 428 0 0.0% Q2 2026 Jul 02, 2026
QVIDTVM Management LLC History No change 844 32 0.04% 0.04% 429 0 0.0% Q2 2026 Aug 13, 2026
Quent Capital, LLC History No change 849 32 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 07, 2026
VALLEY NATIONAL ADVISERS INC History No change 800 30 0.0% 0.0% 431 0 0.0% Q2 2026 Jul 29, 2026
SALEM INVESTMENT COUNSELORS INC History No change 714 27 0.0% 0.0% 432 0 0.0% Q2 2026 Jul 14, 2026
Wilmington Savings Fund Society, FSB History No change 700 26 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 28, 2026
Leonteq Securities AG History No change 700 26 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 27, 2026
WPG Advisers, LLC History No change 692 26 0.02% 0.02% 435 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 671 25 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 07, 2026
Penserra Capital Management LLC History No change 641 24 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 636 24 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 604 23 0.0% 0.0% 439 0 0.0% Q2 2026 Jul 20, 2026
Salomon & Ludwin, LLC History No change 590 23 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 07, 2026
WealthCollab, LLC History No change 613 23 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 10, 2026
Owl Creek Wealth Partners LLC History No change 624 23 0.01% 0.01% 442 0 0.0% Q2 2026 Jul 20, 2026
CENTRAL TRUST Co History No change 603 22 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 31, 2026
ATWOOD & PALMER INC History No change 570 21 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 08, 2026
BESSEMER GROUP INC History No change 558 21 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 531 20 0.0% 0.0% 446 0 0.0% Q2 2026 Jul 27, 2026
Fulcrum Asset Management LLP History No change 502 19 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 18, 2026
NFSG Corp History No change 500 19 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 14, 2026
Tanglewood Legacy Advisors, LLC History No change 500 19 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 10, 2026
Nemes Rush Group LLC History No change 500 19 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 14, 2026
Kemnay Advisory Services Inc. History No change 480 18 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 410 15 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History No change 400 15 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 01, 2026
Manchester Capital Management LLC History No change 403 15 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 392 14 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 17, 2026
SJS Investment Consulting Inc. History No change 374 14 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 22, 2026
Harbor Asset Planning, Inc. History No change 379 14 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 22, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 357 13 0.0% 0.0% 458 0 0.0% Q2 2026 Jul 31, 2026
Cherry Tree Wealth Management, LLC History No change 358 13 0.0% 0.0% 459 0 0.0% Q2 2026 Sep 15, 2026
Basecamp Wealth Advisors LLC History No change 359 13 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 292 11 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 314 11 0.0% 0.0% 462 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Asset Management, LLC History No change 300 11 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 11, 2026
Bell Investment Advisors, Inc History No change 302 11 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 06, 2026
Oakmont Advisory Group, LLC History No change 309 11 0.01% 0.01% 465 0 0.0% Q2 2026 Aug 03, 2026
Pacific Center for Financial Services History No change 280 10 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 05, 2026
TSFG, LLC History No change 263 10 0.0% 0.0% 467 0 0.0% Q2 2026 Jul 23, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 271 10 0.0% 0.0% 468 0 0.0% Q2 2026 Jul 15, 2026
AdvisorNet Financial, Inc History No change 228 8 0.0% 0.0% 469 0 0.0% Q2 2026 Jul 23, 2026
LRI Investments, LLC History No change 216 8 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 14, 2026
Basepoint Wealth LLC History No change 211 8 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 10, 2026
SITTNER & NELSON, LLC History No change 200 7 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 200 7 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 10, 2026
Wealth Enhancement Trust Services, Inc. History No change 193 7 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 22, 2026
North Star Investment Management Corp. History No change 178 6 0.0% 0.0% 475 0 0.0% Q2 2026 Jul 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 165 6 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 22, 2026
Dogwood Wealth Management LLC History No change 180 6 0.0% 0.0% 477 0 0.0% Q2 2026 Jul 06, 2026
Wilkerson Advisory Group LLC History No change 167 6 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 21, 2026
Geneos Wealth Management Inc. History No change 133 5 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 06, 2026
Centennial Bank/AR/ History No change 140 5 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 10, 2026
Sachetta, LLC History No change 142 5 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 15, 2026
Keating Financial Advisory Services, Inc. History No change 139 5 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 125 4 0.0% 0.0% 483 0 0.0% Q2 2026 Jul 20, 2026
Grove Bank & Trust History No change 113 4 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 07, 2026
Avion Wealth History No change 124 4 0.0% 0.0% 485 0 0.0% Q2 2026 Jul 31, 2026
Cedar Mountain Advisors, LLC History No change 121 4 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 02, 2026
High Note Wealth, LLC History No change 118 4 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 23, 2026
McMillan Office, Inc. History No change 130 4 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 88 3 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 30, 2026
JFS WEALTH ADVISORS, LLC History No change 81 3 0.0% 0.0% 490 0 0.0% Q2 2026 Jul 10, 2026
Darwin Wealth Management, LLC History No change 94 3 0.0% 0.0% 491 0 0.0% Q2 2026 Jul 21, 2026
Bare Financial Services, Inc History No change 82 3 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 85 3 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 13, 2026
Polaris Financial Partners History New 44 2 0.0% — 503 +44 New Q3 2026 Oct 02, 2026
SouthState Bank Corp History No change 64 2 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 53 2 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 75 2 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 07, 2026
Blume Capital Management, Inc. History No change 66 2 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 27, 2026
CVA Family Office, LLC History No change 76 2 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 07, 2026
JPL Wealth Management, LLC History No change 67 2 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 70 2 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 10, 2026
Kilter Group LLC History No change 64 2 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 73 2 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 28, 2026
GoalVest Advisory LLC History New 27 1 0.0% — 519 +27 New Q3 2026 Oct 02, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 15 1 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 18, 2026
Financial Management Professionals, Inc. History No change 42 1 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 09, 2026
Capital Advisors, Ltd. LLC History No change 17 1 0.0% 0.0% 506 0 0.0% Q2 2026 Jul 16, 2026
CKW FINANCIAL GROUP History No change 19 1 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 24, 2026
Prestige Wealth Management Group LLC History No change 51 1 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History No change 33 1 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 29, 2026
CoreCap Advisors, LLC History No change 36 1 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 06, 2026
Fortitude Family Office, LLC History No change 28 1 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 20, 2026
Strategic Investment Solutions, Inc. /IL History No change 52 1 0.0% 0.0% 512 0 0.0% Q2 2026 Jul 08, 2026
Principia Wealth Advisory, LLC History No change 34 1 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 26, 2026
Rialto Wealth Management, LLC History No change 46 1 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 46 1 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 13, 2026
Barnes Dennig Private Wealth Management LLC History No change 39 1 0.0% 0.0% 516 0 0.0% Q2 2026 Jul 15, 2026
Torren Management, LLC History No change 33 1 0.0% 0.0% 517 0 0.0% Q2 2026 Jul 10, 2026
Silver Grove Financial Group, Inc. History No change 48 1 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 7 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 10 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
NBT BANK, N.A. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Plante Moran Financial Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Asset Dedication, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Transamerica Financial Advisors, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
IFG Advisory, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Quaker Wealth Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Bay Harbor Wealth Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Physician Wealth Advisors, Inc. History No change 16 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Cordant, Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Cromwell Holdings LLC History No change 24 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 2 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
DecisionPoint Financial, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Dunhill Financial, LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Creative Capital Management Investments LLC History No change 17 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Trifecta Capital Advisors, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Cassaday & Co Wealth Management LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
DiNuzzo Private Wealth, Inc. History No change 12 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
WEST PACES ADVISORS INC. History No change 9 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Mosley Wealth Management History No change 7 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 21 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Navigoe, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Rossby Financial, LCC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
HFM Investment Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Aventura Private Wealth, LLC History No change 26 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Sunrise Financial Services, LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Planning Strategies Inc. History No change 15 0 — — — 0 0.0% Q3 2026 Oct 02, 2026