HEALTHSTREAM INC - HSTM

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 4,080,144 111,183 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,557,981 42,454 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 11, 2026
Copeland Capital Management, LLC History No change 1,248,384 34,018 0.7% 0.7% 3 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,045,298 28,484 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,004,170 27,363 0.0% 0.0% 5 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 880,543 23,994 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 805,584 21,952 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 779,219 21,236 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 665,917 18,146 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 635,565 17,242 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
First Eagle Investment Management, LLC History No change 591,898 16,129 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 05, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 571,823 15,562 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 433,651 11,816 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 423,000 11,526 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 382,954 10,435 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 379,711 10,347 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 285,852 7,789 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 240,950 6,565 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 240,232 6,546 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 237,710 6,477 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 227,493 6,199 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 06, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 191,504 5,218 0.09% 0.09% 22 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 189,904 5,174 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 189,539 5,164 0.0% 0.0% 24 0 0.0% Q2 2026 Sep 23, 2026
FMR LLC History No change 166,812 4,545 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 157,794 4,300 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 156,225 4,257 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 152,870 4,165 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 04, 2026
UBS Group AG History No change 150,118 4,090 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 150,000 4,080 0.55% 0.55% 30 0 0.0% Q2 2026 Jul 23, 2026
Man Group plc History No change 142,907 3,894 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 136,688 3,724 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 127,003 3,460 0.06% 0.06% 33 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 122,914 3,349 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 121,342 3,306 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 104,374 2,844 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 98,152 2,674 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 06, 2026
CONNORS INVESTOR SERVICES INC History No change 97,391 2,653 0.23% 0.23% 38 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 95,127 2,592 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 84,476 2,301 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 83,597 2,278 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 82,156 2,236 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 80,925 2,206 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 79,196 2,158 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 77,048 2,099 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 75,514 2,057 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 73,617 2,006 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
GLOBEFLEX CAPITAL L P History No change 72,988 1,988 0.25% 0.25% 48 0 0.0% Q2 2026 Aug 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 72,818 1,984 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History No change 69,534 1,894 0.15% 0.15% 50 0 0.0% Q2 2026 Aug 14, 2026
CAMBIAR INVESTORS LLC History No change 67,694 1,844 0.08% 0.08% 51 0 0.0% Q2 2026 Jul 31, 2026
Campbell & CO Investment Adviser LLC History No change 66,601 1,814 0.1% 0.1% 52 0 0.0% Q2 2026 Aug 03, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 63,400 1,727 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 07, 2026
Legal & General Group Plc History No change 58,272 1,587 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 57,487 1,566 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 11, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 54,132 1,475 0.03% 0.03% 56 0 0.0% Q2 2026 Jul 31, 2026
AMERICAN CENTURY COMPANIES INC History No change 53,037 1,445 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 12, 2026
AM INVESTMENT STRATEGIES LLC History No change 52,738 1,437 0.28% 0.28% 58 0 0.0% Q2 2026 Jul 16, 2026
Bridge City Capital, LLC History No change 51,765 1,410 0.32% 0.32% 59 0 0.0% Q2 2026 Aug 11, 2026
KLP KAPITALFORVALTNING AS History No change 50,100 1,365 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 48,727 1,327 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 47,200 1,286 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
Hillsdale Investment Management Inc. History No change 43,839 1,194 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 12, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 37,703 1,027 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 36,903 1,005 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 03, 2026
Susquehanna Portfolio Strategies, LLC History No change 35,480 966 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 32,836 895 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 32,376 882 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 32,254 878 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 29,533 804 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 28,185 768 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 26,701 727 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 12, 2026
EntryPoint Capital, LLC History No change 26,218 714 0.17% 0.17% 73 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 26,001 708 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 25,602 697 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 25,506 695 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
Pathstone Holdings, LLC History No change 25,160 685 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Inspire Investing, LLC History No change 25,050 682 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 21,764 593 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 24, 2026
Tidal Investments LLC History No change 21,084 574 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 20,610 561 0.02% 0.02% 81 0 0.0% Q2 2026 Jul 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 20,506 558 0.0% 0.0% 82 0 0.0% Q2 2026 Jul 29, 2026
Amundi History No change 20,371 555 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 20,292 552 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 20,272 552 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 11, 2026
Formidable Asset Management, LLC History No change 19,479 530 0.08% 0.08% 86 0 0.0% Q2 2026 Jul 17, 2026
Graham Capital Management, L.P. History No change 19,410 528 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
VARCOV Co. History No change 18,956 516 0.2% 0.2% 88 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 18,120 493 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 23,300 482 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 17,361 473 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 11, 2026
Diversified Trust Co History No change 16,868 459 0.01% 0.01% 92 0 0.0% Q2 2026 Jul 17, 2026
STRS OHIO History No change 16,700 455 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 30, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 16,025 436 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 15,348 418 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 14,885 405 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 14,705 400 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 06, 2026
MetLife Investment Management, LLC History No change 14,577 397 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 14,489 394 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 14,360 391 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 13,902 378 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 03, 2026
Summit Global Investments History No change 13,674 373 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 03, 2026
BESSEMER GROUP INC History No change 13,421 365 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 13,379 364 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 13,328 363 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 23, 2026
Corient Private Wealth LP History No change 13,290 362 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 12,135 340 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 15, 2026
Vestcor Inc History No change 12,458 339 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 11, 2026
State of Wyoming History No change 12,446 339 0.03% 0.03% 109 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 12,246 333 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 12,139 330 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 12,049 328 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 12,000 327 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History No change 11,332 308 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
Diametric Capital, LP History No change 11,037 300 0.03% 0.03% 115 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 11,006 299 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 10,946 298 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 10,383 282 0.0% 0.0% 118 0 0.0% Q2 2026 Sep 02, 2026
Vise Technologies, Inc. History No change 10,372 282 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
Robeco Institutional Asset Management B.V. History No change 10,289 280 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 21, 2026
Louisiana State Employees Retirement System History No change 10,200 277 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 21, 2026
MANGROVE PARTNERS IM, LLC History No change 9,782 266 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 9,530 259 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History No change 9,500 258 0.01% 0.01% 124 0 0.0% Q2 2026 Jul 30, 2026
D. E. Shaw & Co., Inc. History No change 9,404 256 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 9,355 254 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History No change 9,323 253 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 9,022 245 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 19, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 8,834 240 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 07, 2026
Park Capital Management, LLC / WI History No change 8,821 240 0.14% 0.14% 130 0 0.0% Q2 2026 Jul 10, 2026
Vanguard Global Advisers, LLC History No change 8,772 239 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 8,719 237 0.01% 0.01% 132 0 0.0% Q2 2026 Jul 27, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 8,366 227 0.03% 0.03% 133 0 0.0% Q2 2026 Aug 07, 2026
Squarepoint Ops LLC History No change 8,149 222 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 8,135 221 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 17, 2026
Vanguard Personalized Indexing Management, LLC History No change 7,917 215 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 7,696 209 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
Swiss Life Asset Management Ltd History No change 7,491 204 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 29, 2026
Abel Hall, LLC History No change 7,466 203 0.04% 0.04% 139 0 0.0% Q2 2026 Jul 24, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,099 193 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 23, 2026
MEEDER ASSET MANAGEMENT INC History No change 6,325 172 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 6,307 171 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 5,967 162 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History No change 5,522 150 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 5,327 145 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,103 139 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 4,856 132 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History No change 4,401 130 0.01% 0.01% 148 0 0.0% Q3 2026 Oct 01, 2026
Mirae Asset Global Investments Co., Ltd. History No change 4,153 113 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 22, 2026
Eurizon Capital SGR S.p.A. History No change 4,142 112 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 29, 2026
SIMPLEX TRADING, LLC History No change 4,087 111 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 3,659 99 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 3,486 94 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 3,008 81 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 10, 2026
Ensign Peak Advisors, Inc History No change 2,250 61 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 2,048 55 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,798 48 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History No change 1,754 47 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 17, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,749 46 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 1,647 44 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 1,594 43 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 1,536 41 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 23, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,400 38 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 1,161 31 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 1,131 30 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 1,028 28 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,025 27 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 02, 2026
OSAIC HOLDINGS, INC. History No change 924 25 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 738 20 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 13, 2026
Persistent Asset Partners Ltd History No change 648 17 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History No change 586 15 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 29, 2026
Sterling Capital Management LLC History No change 482 13 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 28, 2026
UMB Bank, n.a. History No change 474 12 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 422 11 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 07, 2026
WealthCollab, LLC History No change 437 11 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 276 7 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 255 6 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 173 4 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 06, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 163 4 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 04, 2026
Bare Financial Services, Inc History No change 171 4 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 27, 2026
Owl Creek Wealth Partners LLC History No change 160 4 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 20, 2026
US BANCORP \DE\ History No change 111 3 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 12, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 106 3 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History No change 98 3 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 16, 2026
Pacer Advisors, Inc. History No change 121 3 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 13, 2026
High Note Wealth, LLC History No change 143 3 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 23, 2026
Optiver Holding B.V. History No change 132 3 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History No change 138 3 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 10, 2026
JPL Wealth Management, LLC History No change 103 2 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 91 2 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
WPG Advisers, LLC History No change 92 2 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 05, 2026
Keating Financial Advisory Services, Inc. History No change 89 2 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 11, 2026
SouthState Bank Corp History No change 50 1 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 06, 2026
MCF Advisors LLC History No change 41 1 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 41 1 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History No change 42 1 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 07, 2026
Caitong International Asset Management Co., Ltd History No change 45 1 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 04, 2026
Kilter Group LLC History No change 60 1 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 11, 2026
Investors Portfolio Services LLC History No change 46 1 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 33 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
GHP Investment Advisors, Inc. History No change 18 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Plante Moran Financial Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Cedar Mountain Advisors, LLC History No change 31 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Davis Capital Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
SBI Securities Co., Ltd. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Evolution Advisers, Inc. History No change 12 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 25 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Ankerstar Wealth, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 21 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
MidFirst Bank History No change 24 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Medallion Wealth Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026