InterDigital, Inc. - IDCC

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 3,906,777 1,106,125 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 2,614,503 740,245 0.07% 0.07% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,622,206 459,295 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,163,693 329,476 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 1,142,559 323,062 0.29% 0.29% 5 0 0.0% Q2 2026 Aug 04, 2026
UBS Group AG History No change 1,130,671 320,126 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,007,421 285,231 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 920,461 260,644 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 12, 2026
T. Rowe Price Investment Management, Inc. History No change 746,244 211,285 0.14% 0.14% 9 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 668,401 189,231 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 565,307 160,052 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 537,593 152,208 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 458,053 149,357 0.97% 0.73% 13 +36,620 8.69% Q3 2026 Oct 06, 2026
REINHART PARTNERS, LLC. History Reduced 457,070 149,036 3.63% 2.98% 14 -3,334 -0.72% Q3 2026 Oct 09, 2026
DISCIPLINED GROWTH INVESTORS INC /MN History No change 510,096 144,423 2.45% 2.45% 15 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 415,676 117,690 0.07% 0.07% 16 0 0.0% Q2 2026 Aug 11, 2026
NORGES BANK History No change 344,324 97,488 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 339,132 96,019 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 336,916 95,391 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 330,430 93,554 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 318,869 90,281 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 256,809 72,710 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 245,409 69,482 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 232,304 65,772 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
EMERALD ADVISERS, LLC History No change 223,517 63,284 1.49% 1.49% 25 0 0.0% Q2 2026 Aug 05, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 208,936 59,156 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 13, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 189,872 53,758 0.31% 0.31% 27 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 187,107 52,975 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 185,130 52,415 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
Shannon River Fund Management LLC History No change 184,388 52,205 4.66% 4.66% 30 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 182,220 51,591 0.05% 0.05% 31 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 175,176 49,597 0.04% 0.04% 32 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 165,836 46,953 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 165,631 46,895 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 163,649 46,333 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 156,027 44,175 0.01% 0.01% 36 0 0.0% Q2 2026 Sep 23, 2026
AMERICAN CENTURY COMPANIES INC History No change 152,666 43,224 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 12, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History No change 149,579 42,350 2.9% 2.9% 38 0 0.0% Q2 2026 Aug 13, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 148,255 41,975 1.48% 1.48% 39 0 0.0% Q2 2026 Aug 05, 2026
BESSEMER GROUP INC History No change 143,578 40,651 0.06% 0.06% 40 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 140,852 39,879 0.0% 0.0% 41 0 0.0% Q2 2026 Sep 02, 2026
Baird Financial Group, Inc. History No change 133,818 37,888 0.05% 0.05% 42 0 0.0% Q2 2026 Aug 12, 2026
Aperture Investors, LLC History No change 129,243 36,592 3.31% 3.31% 43 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL MANAGEMENT CORP /VA History No change 127,624 36,134 5.42% 5.42% 44 0 0.0% Q2 2026 Jul 29, 2026
TWO SIGMA INVESTMENTS, LP History No change 120,543 34,129 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 119,150 33,734 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 13, 2026
Bragg Financial Advisors, Inc History No change 108,328 30,670 0.82% 0.82% 47 0 0.0% Q2 2026 Aug 12, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 106,804 30,239 0.08% 0.08% 48 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 107,582 30,132 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 105,493 29,868 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 100,600 28,482 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History No change 100,325 28,405 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 88,645 25,098 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 87,988 24,912 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 04, 2026
WELLS FARGO & COMPANY/MN History No change 85,958 24,337 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 83,828 23,734 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History No change 83,334 23,594 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 83,202 23,557 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 78,161 22,129 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 13, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 74,953 21,221 2.28% 2.28% 60 0 0.0% Q2 2026 Aug 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 72,086 20,409 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Pacer Advisors, Inc. History No change 71,455 20,231 0.05% 0.05% 62 0 0.0% Q2 2026 Aug 13, 2026
LOOMIS SAYLES & CO L P History No change 68,278 19,331 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 65,430 18,525 0.08% 0.08% 64 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 60,999 18,421 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 64,710 18,321 0.07% 0.07% 66 0 0.0% Q2 2026 Aug 14, 2026
Summit Street Capital Management, LLC History No change 64,149 18,162 2.55% 2.55% 67 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 61,691 17,476 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 61,624 17,427 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 13, 2026
Fundsmith LLP History No change 60,324 17,079 0.13% 0.13% 70 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 51,892 14,692 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 51,540 14,592 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 48,326 13,682 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 48,000 13,590 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 47,300 13,392 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 47,030 13,315 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
1900 WEALTH MANAGEMENT LLC History No change 46,651 13,208 0.74% 0.74% 77 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 45,332 12,834 0.06% 0.06% 78 0 0.0% Q2 2026 Aug 13, 2026
OBERWEIS ASSET MANAGEMENT INC/ History No change 42,935 12,156 0.25% 0.25% 79 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 40,409 11,441 0.05% 0.05% 80 0 0.0% Q2 2026 Jul 29, 2026
CITIGROUP INC History No change 38,973 11,034 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 03, 2026
BNP Paribas Asset Management Holding S.A. History No change 38,748 10,970 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 37,180 10,526 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 36,723 10,397 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 14, 2026
Prospect Capital Advisors, LLC History No change 36,680 10,385 4.72% 4.72% 85 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 36,289 10,274 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 36,126 10,228 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 35,864 10,154 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 07, 2026
IMC-Chicago, LLC History No change 35,637 10,089 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 06, 2026
AXIOM INVESTORS LLC /DE History No change 33,936 9,608 0.08% 0.08% 90 0 0.0% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History No change 33,754 9,556 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 32,559 9,218 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
JUPITER ASSET MANAGEMENT LTD History No change 30,624 8,670 0.04% 0.04% 93 0 0.0% Q2 2026 Aug 10, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 29,713 8,412 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 24, 2026
Permit Capital, LLC History No change 28,872 8,174 2.29% 2.29% 95 0 0.0% Q2 2026 Aug 11, 2026
Vest Financial, LLC History No change 28,057 7,943 0.08% 0.08% 96 0 0.0% Q2 2026 Jul 24, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 27,308 7,731 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 11, 2026
MetLife Investment Management, LLC History No change 27,225 7,708 0.03% 0.03% 98 0 0.0% Q2 2026 Aug 13, 2026
Retirement Systems of Alabama History No change 26,732 7,568 0.02% 0.02% 99 0 0.0% Q2 2026 Jul 28, 2026
VAN ECK ASSOCIATES CORP History No change 26,558 7,519 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Strid Group, LLC History No change 25,759 7,293 0.81% 0.81% 101 0 0.0% Q2 2026 Jul 23, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 25,320 7,168 0.11% 0.11% 102 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 25,306 7,165 0.01% 0.01% 103 0 0.0% Q2 2026 Jul 30, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 25,258 7,151 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 24,689 6,990 0.01% 0.01% 105 0 0.0% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 24,297 6,879 0.01% 0.01% 106 0 0.0% Q2 2026 Sep 09, 2026
Penserra Capital Management LLC History No change 24,262 6,869 0.05% 0.05% 107 0 0.0% Q2 2026 Aug 13, 2026
Defiance ETFs, LLC History No change 24,262 6,848 0.09% 0.09% 108 0 0.0% Q2 2026 Aug 14, 2026
Emerald Investment Advisers, LLC History No change 24,120 6,829 0.45% 0.45% 109 0 0.0% Q2 2026 Aug 12, 2026
Ensign Peak Advisors, Inc History No change 23,451 6,639 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 22,838 6,466 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 22,653 6,414 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
FRED ALGER MANAGEMENT, LLC History No change 21,261 6,019 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 21,221 6,008 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 21,110 5,976 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 07, 2026
Riverwater Partners LLC History No change 19,812 5,609 1.67% 1.67% 116 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 19,784 5,601 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 19,395 5,491 0.04% 0.04% 118 0 0.0% Q2 2026 Aug 12, 2026
Future Fund LLC History No change 19,313 5,468 1.57% 1.57% 119 0 0.0% Q2 2026 Aug 12, 2026
ALGERT GLOBAL LLC History No change 19,310 5,467 0.06% 0.06% 120 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 19,064 5,398 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 05, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 18,935 5,361 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 18,068 5,115 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 18,038 5,107 0.09% 0.09% 124 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 17,704 5,012 0.06% 0.06% 125 0 0.0% Q2 2026 Aug 12, 2026
S&T BANK/PA History No change 17,561 4,972 1.49% 1.49% 126 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 17,298 4,897 0.05% 0.05% 127 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 16,675 4,721 0.01% 0.01% 128 0 0.0% Q2 2026 Jul 28, 2026
UniSuper Management Pty Ltd History No change 16,498 4,671 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 16,254 4,601 0.08% 0.08% 130 0 0.0% Q2 2026 Jul 31, 2026
CANADA LIFE ASSURANCE Co History No change 15,729 4,446 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 13, 2026
Uniplan Investment Counsel, Inc. History No change 15,621 4,422 0.41% 0.41% 132 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Capital Management History No change 14,580 4,128 0.5% 0.5% 133 0 0.0% Q2 2026 Jul 21, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 13,907 3,937 0.04% 0.04% 134 0 0.0% Q2 2026 Aug 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 13,607 3,852 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
OAK RIDGE INVESTMENTS LLC History No change 13,326 3,772 0.21% 0.21% 136 0 0.0% Q2 2026 Jul 21, 2026
Assenagon Asset Management S.A. History No change 12,777 3,617 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,638 3,578 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 29, 2026
Quantinno Capital Management LP History No change 12,570 3,559 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 12,456 3,526 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
Moran Wealth Management, LLC History No change 12,305 3,483 0.09% 0.09% 141 0 0.0% Q2 2026 Aug 05, 2026
Man Group plc History No change 12,242 3,466 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 12,195 3,452 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 11, 2026
STIFEL FINANCIAL CORP History No change 11,996 3,397 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History No change 11,996 3,396 0.13% 0.13% 145 0 0.0% Q2 2026 Jul 23, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 11,758 3,329 0.23% 0.23% 146 0 0.0% Q2 2026 Aug 07, 2026
Jupiter Topco LLC History No change 11,718 3,315 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
Vestcor Inc History No change 11,607 3,286 0.08% 0.08% 148 0 0.0% Q2 2026 Aug 11, 2026
Toronado Partners, LLC History No change 11,200 3,171 8.92% 8.92% 149 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 11,142 3,154 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History No change 10,981 3,109 0.02% 0.02% 151 0 0.0% Q2 2026 Jul 23, 2026
Walleye Trading LLC History No change 10,975 3,107 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 03, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 10,870 3,077 0.56% 0.56% 153 0 0.0% Q2 2026 Jul 23, 2026
One Capital Management, LLC History No change 10,133 3,060 0.09% 0.09% 154 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 10,762 3,047 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 06, 2026
PRUDENTIAL FINANCIAL INC History No change 10,659 3,017 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History No change 10,485 2,968 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
Nicholas Investment Partners, LP History No change 10,300 2,916 0.16% 0.16% 158 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 9,962 2,820 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 9,558 2,706 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 14, 2026
BURNEY CO/ History No change 9,410 2,664 0.07% 0.07% 161 0 0.0% Q2 2026 Jul 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 9,339 2,644 0.03% 0.03% 162 0 0.0% Q2 2026 Aug 11, 2026
Aquatic Capital Management LLC History No change 9,186 2,600 0.09% 0.09% 163 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 8,950 2,534 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 25, 2026
CAPTRUST FINANCIAL ADVISORS History No change 8,794 2,489 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 8,550 2,421 0.01% 0.01% 166 0 0.0% Q2 2026 Jul 10, 2026
KLP KAPITALFORVALTNING AS History No change 8,501 2,406 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History No change 8,497 2,405 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 8,403 2,379 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 8,178 2,315 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 8,108 2,295 0.02% 0.02% 171 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,710 2,182 0.02% 0.02% 172 0 0.0% Q2 2026 Jul 23, 2026
Louisiana State Employees Retirement System History No change 7,600 2,151 0.03% 0.03% 173 0 0.0% Q2 2026 Jul 21, 2026
Pictet Asset Management Holding SA History No change 7,525 2,130 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 30, 2026
Walleye Capital LLC History No change 7,495 2,122 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 03, 2026
PEAK6 LLC History No change 7,300 2,066 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 7,128 2,018 0.05% 0.05% 177 0 0.0% Q2 2026 Aug 13, 2026
Edgestream Partners, L.P. History No change 7,086 2,006 0.06% 0.06% 178 0 0.0% Q2 2026 Aug 11, 2026
Arizona State Retirement System History No change 7,088 2,006 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 07, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 7,088 2,006 0.02% 0.02% 180 0 0.0% Q2 2026 Jul 16, 2026
Illinois Municipal Retirement Fund History No change 7,046 1,994 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 12, 2026
Amundi History No change 6,946 1,966 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 11, 2026
Gotham Asset Management, LLC History No change 6,530 1,848 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 6,529 1,848 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 6,521 1,846 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 27, 2026
FIFTH THIRD BANCORP History No change 6,431 1,820 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 05, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 6,348 1,797 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 10, 2026
denkapparat Operations GmbH History No change 6,332 1,792 0.59% 0.59% 188 0 0.0% Q2 2026 Aug 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 6,253 1,770 0.05% 0.05% 189 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 6,187 1,751 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 17, 2026
STRS OHIO History No change 6,100 1,727 0.01% 0.01% 191 0 0.0% Q2 2026 Jul 30, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 6,000 1,698 0.01% 0.01% 192 0 0.0% Q2 2026 Jul 30, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 6,000 1,698 0.23% 0.23% 193 0 0.0% Q2 2026 Jul 20, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 6,056 1,689 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History No change 5,945 1,683 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
Bridge City Capital, LLC History No change 5,909 1,673 0.38% 0.38% 196 0 0.0% Q2 2026 Aug 11, 2026
Neuberger Berman Group LLC History No change 5,823 1,648 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 5,814 1,646 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 12, 2026
Coppell Advisory Solutions LLC History No change 4,612 1,580 0.13% 0.13% 199 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 5,580 1,579 0.0% 0.0% 200 0 0.0% Q2 2026 Jul 29, 2026
PFA Pension, Forsikringsaktieselskab History No change 5,549 1,571 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 12, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 5,549 1,571 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 10, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 5,500 1,557 0.04% 0.04% 203 0 0.0% Q2 2026 Jul 29, 2026
ProShare Advisors LLC History No change 5,365 1,518 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 5,341 1,512 0.02% 0.02% 205 0 0.0% Q2 2026 Jul 28, 2026
South Dakota Investment Council History No change 5,033 1,425 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 11, 2026
Partners Group Holding AG History No change 4,879 1,381 0.09% 0.09% 207 0 0.0% Q2 2026 Aug 04, 2026
Sigma Planning Corp History No change 4,780 1,353 0.03% 0.03% 208 0 0.0% Q2 2026 Aug 07, 2026
GLENMEDE TRUST CO NA History No change 4,627 1,310 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 4,559 1,290 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 4,460 1,263 0.0% 0.0% 211 0 0.0% Q2 2026 Jul 27, 2026
DekaBank Deutsche Girozentrale History No change 4,258 1,261 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 05, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 4,454 1,261 0.08% 0.08% 213 0 0.0% Q2 2026 Aug 12, 2026
Bridgewater Associates, LP History No change 4,343 1,229 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 42,700 1,203 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 4,237 1,199 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 04, 2026
AVIVA PLC History No change 4,215 1,193 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 13, 2026
Resona Asset Management Co.,Ltd. History No change 4,212 1,192 0.01% 0.01% 218 0 0.0% Q2 2026 Jul 29, 2026
Main Street Financial Solutions, LLC History No change 4,165 1,179 0.08% 0.08% 219 0 0.0% Q2 2026 Aug 07, 2026
GUGGENHEIM CAPITAL LLC History No change 4,009 1,135 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History No change 4,009 1,135 0.01% 0.01% 221 0 0.0% Q2 2026 Aug 14, 2026
Bancreek Capital Management, LP History No change 4,000 1,132 4.28% 4.28% 222 0 0.0% Q2 2026 Jul 27, 2026
XPONANCE LLC History No change 3,947 1,117 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 10, 2026
Portside Wealth Group, LLC History No change 3,832 1,084 0.13% 0.13% 224 0 0.0% Q2 2026 Jul 14, 2026
Bernardo Wealth Planning LLC History No change 3,784 1,071 0.18% 0.18% 225 0 0.0% Q2 2026 Jul 27, 2026
RASP WEALTH SOLUTIONS, LLC History No change 3,781 1,070 0.36% 0.36% 226 0 0.0% Q2 2026 Aug 11, 2026
OAK FAMILY ADVISORS, LLC History No change 3,670 1,039 0.27% 0.27% 227 0 0.0% Q2 2026 Jul 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 3,607 1,021 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 19, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 3,541 1,002 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 03, 2026
Equitable Holdings, Inc. History No change 3,502 991 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 17, 2026
Westside Investment Management, Inc. History No change 3,467 981 0.13% 0.13% 231 0 0.0% Q2 2026 Jul 27, 2026
State of Alaska, Department of Revenue History No change 3,433 971 0.01% 0.01% 232 0 0.0% Q2 2026 Jul 20, 2026
AMERIFLEX GROUP, INC. History No change 3,347 947 0.39% 0.39% 233 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,244 918 0.02% 0.02% 234 0 0.0% Q2 2026 Jul 17, 2026
Marshall Financial Group, LLC History No change 3,238 916 0.13% 0.13% 235 0 0.0% Q2 2026 Jul 17, 2026
US BANCORP \DE\ History No change 3,193 904 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 12, 2026
F/m Investments LLC History No change 3,186 902 0.05% 0.05% 237 0 0.0% Q2 2026 Aug 05, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 3,150 891 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 10, 2026
Larson Financial Group LLC History No change 3,147 890 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 3,133 887 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 18, 2026
Vanguard Personalized Indexing Management, LLC History No change 3,127 885 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 11, 2026
Asset Management One Co., Ltd. History No change 3,122 883 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History No change 3,109 877 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 13, 2026
NOVEM GROUP History No change 3,041 861 0.09% 0.09% 244 0 0.0% Q2 2026 Jul 21, 2026
FOSTER & MOTLEY INC History No change 3,037 860 0.04% 0.04% 245 0 0.0% Q2 2026 Aug 07, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 3,021 855 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 3,022 855 0.0% 0.0% 247 0 0.0% Q2 2026 Sep 23, 2026
HighTower Advisors, LLC History No change 3,004 850 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 05, 2026
Human Investing LLC History No change 3,000 849 0.11% 0.11% 249 0 0.0% Q2 2026 Jul 21, 2026
Apollon Wealth Management, LLC History No change 2,988 846 0.01% 0.01% 250 0 0.0% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,961 838 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 07, 2026
Point72 Asset Management, L.P. History No change 2,900 821 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,853 807 0.03% 0.03% 253 0 0.0% Q2 2026 Jul 21, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 2,851 807 0.63% 0.63% 254 0 0.0% Q2 2026 Jul 22, 2026
BANK OF MONTREAL /CAN/ History No change 2,828 800 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 2,781 787 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 2,714 768 0.02% 0.02% 257 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,706 766 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 10, 2026
Legato Capital Management LLC History No change 2,705 765 0.06% 0.06% 259 0 0.0% Q2 2026 Aug 06, 2026
BOKF, NA History No change 2,640 747 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 10, 2026
SG Americas Securities, LLC History No change 2,612 740 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History No change 2,600 736 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 2,594 734 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 28, 2026
Caprock Group, LLC History No change 2,588 732 0.01% 0.01% 264 0 0.0% Q2 2026 Jul 27, 2026
Crossmark Global Holdings, Inc. History No change 2,486 703 0.01% 0.01% 265 0 0.0% Q2 2026 Jul 16, 2026
Vestmark Advisory Solutions, Inc. History No change 2,439 690 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 2,081 678 0.02% 0.02% 268 +38 1.86% Q3 2026 Oct 08, 2026
Blackstone Inc. History No change 2,398 678 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 14, 2026
Indivisible Partners History No change 2,382 674 0.04% 0.04% 269 0 0.0% Q2 2026 Aug 04, 2026
FIRST CITIZENS BANK & TRUST CO History No change 2,377 673 0.01% 0.01% 270 0 0.0% Q2 2026 Jul 13, 2026
Peterson Wealth Services History No change 2,375 672 0.15% 0.15% 271 0 0.0% Q2 2026 Jul 27, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 2,350 665 0.1% 0.1% 272 0 0.0% Q2 2026 Aug 12, 2026
WATERS PARKERSON & CO., LLC History No change 2,350 665 0.03% 0.03% 273 0 0.0% Q2 2026 Jul 30, 2026
Kennondale Capital Management LLC History No change 2,352 665 0.44% 0.44% 274 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History No change 2,327 658 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History No change 2,308 653 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 11, 2026
SYON CAPITAL LLC History No change 2,281 645 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 2,277 644 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 13, 2026
CITY HOLDING CO History No change 2,244 635 0.07% 0.07% 279 0 0.0% Q2 2026 Jul 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,227 630 0.01% 0.01% 280 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,340 619 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 15, 2026
Advyzon Investment Management, LLC History No change 2,185 618 0.04% 0.04% 282 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 2,180 617 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,123 601 0.01% 0.01% 284 0 0.0% Q2 2026 Jul 14, 2026
Cohen Klingenstein LLC History No change 2,122 600 0.02% 0.02% 285 0 0.0% Q2 2026 Jul 15, 2026
Federation des caisses Desjardins du Quebec History No change 2,113 598 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 2,097 593 0.06% 0.06% 287 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 2,029 574 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 20, 2026
Empirical Asset Management, LLC History No change 2,011 569 0.13% 0.13% 289 0 0.0% Q2 2026 Aug 10, 2026
RiverFront Investment Group, LLC History No change 2,009 568 0.01% 0.01% 290 0 0.0% Q2 2026 Jul 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,948 551 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 1,944 550 0.06% 0.06% 292 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 1,932 547 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 27, 2026
Counterpoint Mutual Funds LLC History No change 1,893 535 0.05% 0.05% 294 0 0.0% Q2 2026 Jul 20, 2026
Entropy Technologies, LP History No change 1,893 535 0.02% 0.02% 295 0 0.0% Q2 2026 Aug 13, 2026
Essex LLC History No change 1,847 522 0.08% 0.08% 296 0 0.0% Q2 2026 Jul 24, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 1,839 520 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,830 504 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 1,747 494 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 12, 2026
Headland Capital, LLC History No change 1,748 494 0.12% 0.12% 300 0 0.0% Q2 2026 Jul 29, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 1,894 493 0.02% 0.02% 301 0 0.0% Q2 2026 Jul 23, 2026
Swiss Life Asset Management Ltd History No change 1,676 474 0.0% 0.0% 302 0 0.0% Q2 2026 Jul 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 1,613 456 0.01% 0.01% 303 0 0.0% Q2 2026 Jul 28, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 1,604 454 0.06% 0.06% 304 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 1,586 449 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 04, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,585 448 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 12, 2026
Smithfield Trust Co History No change 1,544 437 0.02% 0.02% 307 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 1,541 436 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 07, 2026
NESTEGG ADVISORS, INC. History No change 1,532 433 0.31% 0.31% 309 0 0.0% Q2 2026 Jul 14, 2026
Sanctuary Advisors, LLC History No change 1,512 427 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 1,497 423 0.03% 0.03% 311 0 0.0% Q2 2026 Aug 05, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 1,492 423 0.07% 0.07% 312 0 0.0% Q2 2026 Aug 10, 2026
Boston Trust Walden Corp History No change 1,468 415 0.0% 0.0% 313 0 0.0% Q2 2026 Jul 24, 2026
Yorktown Management & Research Co Inc History No change 1,450 410 0.25% 0.25% 314 0 0.0% Q2 2026 Jul 23, 2026
Integrated Wealth Concepts LLC History No change 1,447 409 0.0% 0.0% 315 0 0.0% Q2 2026 Sep 08, 2026
Inscription Capital, LLC History No change 1,439 407 0.04% 0.04% 316 0 0.0% Q2 2026 Aug 13, 2026
Argos Wealth Advisors, LLC History No change 1,436 406 0.11% 0.11% 317 0 0.0% Q2 2026 Aug 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 1,402 397 0.02% 0.02% 318 0 0.0% Q2 2026 Aug 04, 2026
BRIGHTON JONES LLC History No change 1,340 379 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 11, 2026
Monument Capital Management History No change 1,154 376 0.08% 0.07% 320 0 0.0% Q3 2026 Oct 08, 2026
D'Orazio & Associates, Inc. History No change 1,314 372 0.04% 0.04% 321 0 0.0% Q2 2026 Jul 28, 2026
Advisors Capital Management, LLC History No change 1,310 370 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 1,292 365 0.01% 0.01% 323 0 0.0% Q2 2026 Jul 20, 2026
Ethic Inc. History No change 1,291 365 0.0% 0.0% 324 0 0.0% Q2 2026 Jul 29, 2026
Formidable Asset Management, LLC History No change 1,200 362 0.06% 0.06% 325 0 0.0% Q2 2026 Jul 17, 2026
Ridgepath Capital Management LLC History No change 1,278 361 0.16% 0.16% 326 0 0.0% Q2 2026 Aug 20, 2026
Abel Hall, LLC History No change 1,277 361 0.06% 0.06% 327 0 0.0% Q2 2026 Jul 24, 2026
Arax Advisory Partners History No change 1,258 356 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 10, 2026
DnB Asset Management AS History No change 1,254 355 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Reduced 1,082 352 0.0% 0.01% 330 -2,746 -71.73% Q3 2026 Oct 08, 2026
Waldron Private Wealth LLC History No change 1,234 349 0.01% 0.01% 331 0 0.0% Q2 2026 Jul 20, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 1,207 341 0.06% 0.06% 332 0 0.0% Q2 2026 Jul 09, 2026
LSV ASSET MANAGEMENT History No change 1,200 340 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 06, 2026
Qube Research & Technologies Ltd History No change 1,203 340 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History No change 1,192 337 0.01% 0.01% 335 0 0.0% Q2 2026 Jul 17, 2026
Kestra Advisory Services, LLC History No change 1,181 334 0.0% 0.0% 336 0 0.0% Q2 2026 Jul 28, 2026
Inspire Investing, LLC History No change 1,165 329 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 12, 2026
NORDEN GROUP LLC History No change 1,158 327 0.03% 0.03% 338 0 0.0% Q2 2026 Jul 29, 2026
Savant Capital, LLC History No change 1,001 323 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 10, 2026
StoneX Group Inc. History No change 1,130 321 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 12, 2026
One Wealth Advisors, LLC History No change 1,133 320 0.04% 0.04% 341 0 0.0% Q2 2026 Aug 06, 2026
PROFUND ADVISORS LLC History No change 1,122 317 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 11, 2026
Outlook Wealth Advisors, LLC History No change 1,114 315 0.07% 0.07% 343 0 0.0% Q2 2026 Aug 03, 2026
Krane Funds Advisors LLC History No change 1,112 314 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 1,071 303 0.0% 0.0% 345 0 0.0% Q2 2026 Jul 23, 2026
Financial & Tax Architects, LLC History No change 1,066 301 0.06% 0.06% 346 0 0.0% Q2 2026 Jul 23, 2026
Round Hill Asset Management History No change 1,058 299 0.19% 0.19% 347 0 0.0% Q2 2026 Aug 12, 2026
Argent Trust Co History No change 1,015 287 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 06, 2026
Tilson Financial Group, Inc. History No change 1,008 285 0.08% 0.08% 349 0 0.0% Q2 2026 Jul 27, 2026
WEYBOSSET RESEARCH & MANAGEMENT LLC History No change 1,005 284 0.07% 0.07% 350 0 0.0% Q2 2026 Jul 28, 2026
Bluespring Wealth Management, LLC History No change 1,000 283 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 11, 2026
Summit Trail Advisors, LLC History No change 1,001 283 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 11, 2026
Avantra Family Wealth, Inc. History No change 1,000 283 0.18% 0.18% 353 0 0.0% Q2 2026 Jul 29, 2026
Key FInancial Inc History No change 1,000 283 0.05% 0.05% 354 0 0.0% Q2 2026 Jul 24, 2026
LCM Capital Management Inc History No change 1,000 283 0.12% 0.12% 355 0 0.0% Q2 2026 Jul 30, 2026
SEEDS INVESTOR LLC History No change 994 281 0.03% 0.03% 356 0 0.0% Q2 2026 Aug 12, 2026
RHS Financial, LLC History No change 967 273 0.11% 0.11% 357 0 0.0% Q2 2026 Aug 07, 2026
Engineers Gate Manager LP History No change 958 271 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 943 266 0.03% 0.03% 359 0 0.0% Q2 2026 Aug 07, 2026
Rydar Equities, Inc. History No change 1,008 262 0.15% 0.15% 360 0 0.0% Q2 2026 Jul 20, 2026
Nykredit A/S History No change 915 259 0.0% 0.0% 361 0 0.0% Q2 2026 Sep 08, 2026
SkyOak Wealth, LLC History No change 902 255 0.04% 0.04% 362 0 0.0% Q2 2026 Jul 30, 2026
PANAGORA ASSET MANAGEMENT INC History No change 900 254 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 06, 2026
Fort Sheridan Advisors LLC History No change 898 254 0.03% 0.03% 364 0 0.0% Q2 2026 Aug 05, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 903 250 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 882 249 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 03, 2026
Ascent Group, LLC History No change 860 243 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 03, 2026
PCM Encore, LLC History No change 859 243 0.04% 0.04% 368 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 856 242 0.0% 0.0% 369 0 0.0% Q2 2026 Jul 21, 2026
Three Cord True Wealth Management, LLC History No change 858 242 0.12% 0.12% 370 0 0.0% Q2 2026 Jul 23, 2026
Morton Brown Family Wealth, LLC History No change 850 240 0.05% 0.05% 371 0 0.0% Q2 2026 Jul 21, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 847 239 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 13, 2026
SHELTON CAPITAL MANAGEMENT History No change 839 237 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 14, 2026
Sanchez Gaunt Capital Management, LLC History No change 829 234 0.13% 0.13% 374 0 0.0% Q2 2026 Aug 14, 2026
Ruggiero Investments, Inc. History No change 825 233 0.2% 0.2% 375 0 0.0% Q2 2026 Aug 14, 2026
River Street Advisors LLC History No change 820 232 0.07% 0.07% 376 0 0.0% Q2 2026 Jul 21, 2026
Mach-1 Financial Group, LLC History No change 812 229 0.09% 0.09% 377 0 0.0% Q2 2026 Jul 29, 2026
HSBC HOLDINGS PLC History No change 804 227 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History No change 804 227 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 03, 2026
Archer Investment Corp History No change 800 226 0.04% 0.04% 380 0 0.0% Q2 2026 Aug 03, 2026
Icon Wealth Advisors, LLC History No change 800 226 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 05, 2026
Linden Thomas Advisory Services, LLC History No change 796 225 0.02% 0.02% 382 0 0.0% Q2 2026 Jul 16, 2026
KBC Group NV History No change 777 220 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 05, 2026
Kathmere Capital Management, LLC History No change 780 220 0.01% 0.01% 384 0 0.0% Q2 2026 Jul 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 769 217 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 17, 2026
Claro Advisors Inc. History No change 767 217 0.02% 0.02% 386 0 0.0% Q2 2026 Jul 30, 2026
Procyon Advisors, LLC History No change 763 216 0.01% 0.01% 387 0 0.0% Q2 2026 Jul 09, 2026
Pallas Capital Advisors LLC History No change 760 215 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 07, 2026
STONERIDGE INVESTMENT PARTNERS LLC History No change 698 213 0.14% 0.14% 389 0 0.0% Q2 2026 Aug 06, 2026
Impact Investors, Inc History No change 745 210 0.15% 0.15% 390 0 0.0% Q2 2026 Jul 31, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 739 209 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 17, 2026
Farringdon Capital, Ltd. History No change 740 209 0.1% 0.1% 392 0 0.0% Q2 2026 Aug 12, 2026
Blueshift Asset Management, LLC History No change 733 207 0.05% 0.05% 393 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 797 206 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 797 206 0.0% 0.0% 395 0 0.0% Q2 2026 Jul 29, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 630 205 0.05% 0.12% 398 -1,042 -62.32% Q3 2026 Oct 06, 2026
OLD NATIONAL BANCORP /IN/ History No change 727 205 0.0% 0.0% 396 0 0.0% Q2 2026 Jul 15, 2026
HARBOUR INVESTMENTS, INC. History No change 724 205 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 12, 2026
OP Asset Management Ltd History No change 725 205 0.0% 0.0% 399 0 0.0% Q2 2026 Jul 28, 2026
RETIREMENT GUYS FORMULA LLC History No change 721 204 0.08% 0.08% 400 0 0.0% Q2 2026 Jul 30, 2026
TOWNSQUARE CAPITAL LLC History No change 713 201 0.04% 0.04% 401 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 707 200 0.04% 0.04% 402 0 0.0% Q2 2026 Jul 17, 2026
Harvest Fund Management Co., Ltd History No change 696 197 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 19, 2026
NISA INVESTMENT ADVISORS, LLC History No change 691 195 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 10, 2026
Bayforest Capital Ltd History No change 658 186 0.17% 0.17% 405 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 605 171 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 13, 2026
Seneschal Advisors, LLC History No change 600 169 0.12% 0.12% 407 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 559 158 0.02% 0.02% 408 0 0.0% Q2 2026 Jul 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 507 143 0.01% 0.01% 409 0 0.0% Q2 2026 Jul 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 501 141 0.01% 0.01% 410 0 0.0% Q2 2026 Jul 22, 2026
Parkside Financial Bank & Trust History No change 496 140 0.01% 0.01% 411 0 0.0% Q2 2026 Sep 04, 2026
JFS WEALTH ADVISORS, LLC History No change 456 129 0.01% 0.01% 412 0 0.0% Q2 2026 Jul 10, 2026
Horizon Investments, LLC History No change 450 127 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 444 125 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 430 122 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 396 112 0.0% 0.0% 416 0 0.0% Q2 2026 Jul 22, 2026
Allworth Financial LP History No change 337 95 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 11, 2026
GROUP ONE TRADING LLC History No change 300 84 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 13, 2026
New Vernon Capital Holdings II LLC History No change 285 80 0.04% 0.04% 419 0 0.0% Q2 2026 Aug 14, 2026
Employees Retirement System of Texas History No change 258 73 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 249 70 0.04% 0.04% 421 0 0.0% Q2 2026 Jul 14, 2026
Hickory Point Bank & Trust History No change 200 65 0.04% 0.03% 422 0 0.0% Q3 2026 Oct 01, 2026
UMB Bank, n.a. History No change 227 64 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 13, 2026
Prudent Man Investment Management, Inc. History No change 200 63 0.02% 0.02% 424 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 221 62 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 197 54 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 12, 2026
Optiver Holding B.V. History No change 190 53 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 12, 2026
Reyes Financial Architecture, Inc. History No change 186 52 0.03% 0.03% 428 0 0.0% Q2 2026 Jul 16, 2026
Glass Jacobson Investment Advisors llc History No change 175 49 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 30, 2026
Advisors Asset Management, Inc. History No change 166 47 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 169 47 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 04, 2026
Versant Capital Management, Inc History Added to 132 43 0.0% 0.0% 432 +6 4.76% Q3 2026 Oct 01, 2026
Eurizon Capital SGR S.p.A. History No change 145 40 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 29, 2026
EverSource Wealth Advisors, LLC History No change 140 39 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 24, 2026
Kemnay Advisory Services Inc. History No change 137 38 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 134 37 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 27, 2026
Ares Financial Consulting, LLC History No change 130 36 0.03% 0.03% 437 0 0.0% Q2 2026 Jul 09, 2026
MCF Advisors LLC History No change 125 35 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 121 34 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 13, 2026
Polaris Financial Partners History New 100 33 0.01% — 440 +100 New Q3 2026 Oct 02, 2026
Costello Asset Management, INC History No change 100 28 0.01% 0.01% 441 0 0.0% Q2 2026 Jul 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 95 26 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History No change 92 26 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 28, 2026
Keating Financial Advisory Services, Inc. History No change 89 25 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 80 22 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 28, 2026
Silver Grove Financial Group, Inc. History No change 79 22 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 77 21 0.0% 0.0% 447 0 0.0% Q2 2026 Jul 23, 2026
Tidemark, LLC History No change 74 20 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 10, 2026
Kings Path Partners LLC History No change 71 20 0.01% 0.01% 449 0 0.0% Q2 2026 Jul 14, 2026
Covestor Ltd History No change 62 18 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 58 16 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 20, 2026
Bare Financial Services, Inc History No change 58 16 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 27, 2026
Basecamp Wealth Advisors LLC History No change 55 15 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 46 14 0.0% 0.0% 454 -1 -2.13% Q3 2026 Oct 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 48 13 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 49 13 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 31, 2026
Rakuten Securities, Inc. History No change 49 13 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 11, 2026
GK Wealth Management LLC History New 38 12 0.01% — 459 +38 New Q3 2026 Oct 09, 2026
Accent Capital Management, LLC History No change 45 12 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 12, 2026
DANSKE BANK A/S History No change 40 11 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 10, 2026
Solstein Capital, LLC History No change 40 11 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 12, 2026
HAZLETT, BURT & WATSON, INC. History No change 37 10 0.0% 0.0% 462 0 0.0% Q2 2026 Jul 30, 2026
Ancora Advisors LLC History No change 38 10 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 14, 2026
Cedar Mountain Advisors, LLC History No change 37 10 0.0% 0.0% 464 0 0.0% Q2 2026 Jul 02, 2026
Bell Investment Advisors, Inc History No change 36 10 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 06, 2026
Owl Creek Wealth Partners LLC History No change 37 10 0.0% 0.0% 466 0 0.0% Q2 2026 Jul 20, 2026
CENTRAL TRUST Co History No change 33 9 0.0% 0.0% 467 0 0.0% Q2 2026 Jul 31, 2026
HUNTINGTON NATIONAL BANK History No change 35 9 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 35 9 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 13, 2026
First Pacific Financial History No change 34 9 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 20, 2026
Cassaday & Co Wealth Management LLC History No change 31 8 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 31 8 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 26 7 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History No change 27 7 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 20, 2026
Private Wealth Management Group, LLC History No change 28 7 0.0% 0.0% 475 0 0.0% Q2 2026 Jul 27, 2026
Clearstead Advisors, LLC History No change 24 6 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 06, 2026
WPG Advisers, LLC History No change 22 6 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 21 5 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 20, 2026
PRIVATE TRUST CO NA History No change 15 4 0.0% 0.0% 479 0 0.0% Q2 2026 Jul 28, 2026
High Note Wealth, LLC History No change 16 4 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 23, 2026
SJS Investment Consulting Inc. History No change 15 4 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 22, 2026
Caitlin John, LLC History No change 15 4 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 17, 2026
Torren Management, LLC History No change 16 4 0.0% 0.0% 483 0 0.0% Q2 2026 Jul 10, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 13 3 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 27, 2026
Truvestments Capital LLC History No change 13 3 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 12, 2026
Financial Network Wealth Advisors LLC History No change 11 3 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 29, 2026
Dogwood Wealth Management LLC History No change 11 3 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 06, 2026
Essential Partners LLC History No change 14 3 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 10, 2026
Spectrum Wealth Advisory Group, LLC History No change 8 2 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 06, 2026
LRI Investments, LLC History No change 9 2 0.0% 0.0% 490 0 0.0% Q2 2026 Jul 14, 2026
Hughes Financial Services, LLC History No change 9 2 0.0% 0.0% 491 0 0.0% Q2 2026 Jul 20, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 8 2 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 14, 2026
Stone House Investment Management, LLC History No change 6 1 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 05, 2026
Bogart Wealth, LLC History No change 6 1 0.0% 0.0% 494 0 0.0% Q2 2026 Jul 24, 2026
Bay Harbor Wealth Management, LLC History No change 4 1 0.0% 0.0% 495 0 0.0% Q2 2026 Jul 28, 2026
Prestige Wealth Management Group LLC History No change 4 1 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 5 1 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 6 1 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 06, 2026
Creative Capital Management Investments LLC History No change 7 1 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 24, 2026
DiNuzzo Private Wealth, Inc. History No change 6 1 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 10, 2026
Bruce G. Allen Investments, LLC History No change 4 1 0.0% 0.0% 501 0 0.0% Q2 2026 Jul 31, 2026
Sachetta, LLC History No change 4 1 0.0% 0.0% 502 0 0.0% Q2 2026 Jul 15, 2026
Kilter Group LLC History No change 5 1 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 7 1 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Financial Management LLC History No change 4 1 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 28, 2026
CoreCap Advisors, LLC History Closed out 0 0 — 0.0% — -150 -100.0% Q3 2026 Oct 08, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -7 -100.0% Q3 2026 Oct 07, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TD Capital Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Avion Wealth History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
SHP Wealth Management History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Activest Wealth Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Rialto Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Godfrey Financial Associates, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 30, 2026