Heartflow, Inc. - HTFL

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
Bain Capital Life Sciences Investors, LLC History No change 8,448,158 247,868 14.74% 14.74% 1 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 7,864,226 230,736 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 5,197,747 152,501 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 4,820,944 141,446 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,584,428 105,167 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
BAMCO INC /NY/ History No change 3,225,133 94,625 0.14% 0.14% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,753,206 80,779 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 2,419,336 70,983 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 2,298,718 67,444 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 1,721,279 50,502 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History No change 1,694,651 49,721 0.87% 0.87% 11 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,924,268 46,817 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,465,895 43,271 0.0% 0.0% 13 0 0.0% Q2 2026 Sep 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,465,650 43,002 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,360,391 39,917 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 1,353,168 39,701 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 1,054,889 30,950 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 975,510 28,621 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 931,160 27,320 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 922,893 27,077 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
12 West Capital Management LP History No change 902,500 26,479 4.95% 4.95% 21 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 846,083 24,824 0.0% 0.0% 22 0 0.0% Q2 2026 Sep 02, 2026
FRANKLIN RESOURCES INC History No change 817,701 23,991 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
Champlain Investment Partners, LLC History No change 733,607 21,524 0.55% 0.55% 24 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 733,183 21,511 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 12, 2026
NEXT CENTURY GROWTH INVESTORS LLC History No change 671,404 19,698 1.04% 1.04% 26 0 0.0% Q2 2026 Aug 14, 2026
NZS Capital, LLC History No change 656,014 19,247 0.5% 0.5% 27 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 650,849 19,095 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 06, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 636,942 18,688 0.25% 0.25% 29 0 0.0% Q2 2026 Aug 14, 2026
XXEC, Inc. History No change 599,194 18,363 2.38% 2.38% 30 0 0.0% Q2 2026 Aug 17, 2026
GOLDMAN SACHS GROUP INC History No change 607,387 17,820 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
Catalio Capital Management, LP History No change 583,055 17,106 3.21% 3.21% 32 0 0.0% Q2 2026 Aug 14, 2026
Rock Springs Capital Management LP History No change 573,500 16,826 0.82% 0.82% 33 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 567,030 16,636 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
FRED ALGER MANAGEMENT, LLC History No change 539,160 15,818 0.05% 0.05% 35 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 537,902 15,782 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 441,237 15,497 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 511,523 15,008 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 498,812 14,635 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 03, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 382,700 11,228 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 13, 2026
Alyeska Investment Group, L.P. History No change 350,000 10,269 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 303,220 8,896 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 298,568 8,759 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 03, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 297,254 8,721 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
RTW INVESTMENTS, LP History No change 295,000 8,655 0.07% 0.07% 45 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 238,268 6,992 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 235,809 6,918 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
LORD, ABBETT & CO. LLC History No change 200,536 5,884 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
Lisanti Capital Growth, LLC History No change 189,675 5,565 1.22% 1.22% 49 0 0.0% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History No change 163,009 4,782 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Temasek Holdings (Private) Ltd History No change 157,644 4,625 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 07, 2026
EMERALD ADVISERS, LLC History No change 154,196 4,524 0.11% 0.11% 52 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 167,206 4,467 0.01% 0.01% 53 0 0.0% Q2 2026 Jul 15, 2026
ROYAL BANK OF CANADA History No change 145,773 4,277 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 136,584 4,007 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 127,665 3,745 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 118,330 3,471 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
INTREPID FAMILY OFFICE LLC History No change 110,000 3,227 2.39% 2.39% 58 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 106,115 3,113 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 104,017 3,051 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 102,482 3,006 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 11, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 94,099 2,760 0.1% 0.1% 62 0 0.0% Q2 2026 Aug 05, 2026
RHUMBLINE ADVISERS History No change 93,820 2,752 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 93,212 2,734 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 03, 2026
GILDER GAGNON HOWE & CO LLC History No change 88,615 2,599 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 87,052 2,554 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 82,295 2,414 0.0% 0.0% 67 0 0.0% Q2 2026 Jul 29, 2026
BROWN CAPITAL MANAGEMENT LLC History No change 82,091 2,408 0.48% 0.48% 68 0 0.0% Q2 2026 Jul 27, 2026
DEUTSCHE BANK AG\ History No change 79,080 2,320 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 07, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 77,366 2,270 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 77,400 2,270 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 75,587 2,217 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 69,778 2,047 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 11, 2026
Legato Capital Management LLC History No change 69,525 2,039 0.17% 0.17% 74 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 67,801 1,989 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 06, 2026
Burkehill Global Management, LP History No change 65,000 1,907 0.07% 0.07% 76 0 0.0% Q2 2026 Aug 14, 2026
Ensign Peak Advisors, Inc History No change 64,602 1,895 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
TFC Financial Management, Inc. History No change 55,598 1,631 0.18% 0.18% 78 0 0.0% Q2 2026 Jul 23, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 55,167 1,618 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 54,797 1,607 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 54,760 1,606 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
Allianz Asset Management GmbH History No change 53,061 1,556 0.0% 0.0% 82 0 0.0% Q2 2026 Sep 02, 2026
Corient Private Wealth LP History No change 52,724 1,546 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 27, 2026
XTX Topco Ltd History No change 50,826 1,491 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 14, 2026
Ghisallo Capital Management LLC History No change 50,000 1,467 0.03% 0.03% 85 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 50,022 1,467 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 47,011 1,379 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 46,722 1,370 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 43,981 1,290 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 24, 2026
Intellectus Partners, LLC History No change 41,159 1,207 0.21% 0.21% 90 0 0.0% Q2 2026 Aug 12, 2026
Quantbot Technologies LP History No change 41,128 1,206 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 38,924 1,142 0.0% 0.0% 92 0 0.0% Q2 2026 Sep 09, 2026
AlpInvest Partners B.V. History No change 36,504 1,071 1.79% 1.79% 93 0 0.0% Q2 2026 Aug 07, 2026
LAZARD ASSET MANAGEMENT LLC History No change 34,362 1,008 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 34,020 998 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
BCWM, LLC History No change 31,878 935 0.27% 0.27% 96 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 31,000 910 0.0% 0.0% 97 0 0.0% Q2 2026 Jul 10, 2026
ALLSTATE CORP History No change 29,078 853 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History No change 28,584 838 0.03% 0.03% 99 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 27,439 805 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 27,218 798 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 26,778 785 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 26,758 785 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 24,811 727 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 24,800 727 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 24,525 719 0.01% 0.01% 106 0 0.0% Q2 2026 Jul 17, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 23,869 700 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 23,713 695 0.01% 0.01% 108 0 0.0% Q2 2026 Jul 23, 2026
Mariner, LLC History No change 23,307 683 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Voleon Capital Management LP History No change 23,179 680 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 20,977 615 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 20,106 589 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 20,000 586 0.04% 0.04% 113 0 0.0% Q2 2026 Aug 07, 2026
FORA Capital, LLC History No change 18,846 552 0.04% 0.04% 114 0 0.0% Q2 2026 Aug 13, 2026
WEXFORD CAPITAL LP History No change 18,698 548 0.07% 0.07% 115 0 0.0% Q2 2026 Aug 14, 2026
TWINBEECH CAPITAL LP History No change 18,004 528 0.1% 0.1% 116 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 17,690 519 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 16,384 480 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 15,860 465 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Perpetual Ltd History No change 15,741 461 0.01% 0.01% 120 0 0.0% Q2 2026 Jul 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 14,259 418 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 11, 2026
STALEY CAPITAL ADVISERS INC History No change 14,000 410 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 11, 2026
STIFEL FINANCIAL CORP History No change 13,217 387 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 12,825 376 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 19, 2026
Numerai GP LLC History No change 12,740 373 0.03% 0.03% 125 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 12,530 367 0.01% 0.01% 126 0 0.0% Q2 2026 Jul 07, 2026
Amundi History No change 12,278 360 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 11, 2026
MAYPORT, LLC History No change 12,000 352 0.05% 0.05% 128 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 11,771 345 0.0% 0.0% 129 0 0.0% Q2 2026 Sep 23, 2026
Accretive Wealth Partners, LLC History No change 11,200 328 0.08% 0.08% 130 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Investments Australia, Ltd. History No change 10,783 316 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History No change 10,648 312 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 07, 2026
ProShare Advisors LLC History No change 10,528 308 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 11, 2026
BRANDYWINE MANAGERS, LLC History No change 10,024 294 0.15% 0.15% 134 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 9,931 291 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 9,792 287 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
Entropy Technologies, LP History No change 9,484 278 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 9,209 270 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 8,700 255 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 8,681 254 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Investment Partners, LLC History No change 8,427 247 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 8,313 243 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 8,211 240 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
nVerses Capital, LLC History No change 8,021 235 0.36% 0.36% 144 0 0.0% Q2 2026 Aug 04, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 7,991 234 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 05, 2026
XPONANCE LLC History No change 7,868 230 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 10, 2026
Blackstone Inc. History No change 7,659 224 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
CONNABLE OFFICE INC History No change 7,552 221 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 03, 2026
SG Americas Securities, LLC History No change 7,420 218 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 7,348 215 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 7,296 214 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 7,126 209 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 6,625 194 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Global Advisers, LLC History No change 6,425 188 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Sofinnova Investments, Inc. History No change 5,079 149 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
RiverPark Advisors, LLC History No change 4,774 140 0.06% 0.06% 156 0 0.0% Q2 2026 Jul 24, 2026
Tower Research Capital LLC (TRC) History No change 2,286 67 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,884 55 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Reduced 698 34 0.0% 0.0% 159 -358 -33.9% Q3 2026 Oct 01, 2026
OSAIC HOLDINGS, INC. History No change 1,144 33 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
MCF Advisors LLC History No change 816 23 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 600 21 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History No change 728 21 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 645 18 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 529 15 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 11, 2026
Kemnay Advisory Services Inc. History No change 534 15 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 503 14 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 24, 2026
Essential Partners LLC History No change 400 11 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History No change 366 10 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 07, 2026
Larson Financial Group LLC History No change 315 9 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 282 8 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 28, 2026
Center for Financial Planning, Inc. History No change 268 7 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 222 6 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 06, 2026
J.Safra Asset Management Corp History No change 210 6 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 06, 2026
True Wealth Design, LLC History No change 173 5 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History No change 172 5 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 17, 2026
FNY Investment Advisers, LLC History No change 130 3 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 08, 2026
Quarry LP History No change 122 3 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 85 2 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 20, 2026
Leo H. Evart, Inc. History No change 100 2 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 17, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 100 2 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 55 1 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 62 1 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 17 1 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History No change 57 1 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 20, 2026
MassMutual Private Wealth & Trust, FSB History New 5 0 — — — +5 New Q3 2026 Oct 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
GROUP ONE TRADING LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 16 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History No change 21 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Caitong International Asset Management Co., Ltd History No change 7 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Nemes Rush Group LLC History No change 27 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Ares Financial Consulting, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Silver Grove Financial Group, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Aug 13, 2026