Intercorp Financial Services Inc. - IFS
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 2,312,795 | 131,736 | 0.01% | 0.0% | 1 | +427,662 | 22.69% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 1,562,470 | 88,998 | 0.0% | 0.0% | 2 | -199,690 | -11.33% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 1,117,663 | 63,662 | 0.1% | 0.01% | 3 | +946,324 | 552.31% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,089,628 | 62,031 | 0.07% | 0.08% | 4 | -8,910 | -0.81% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,013,265 | 57,715 | 0.01% | 0.02% | 5 | -222,917 | -18.03% | Q2 2026 | Aug 13, 2026 |
| NWI MANAGEMENT LP | History | No change | 1,022,210 | 57,295 | 2.65% | 2.9% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 983,083 | 55,996 | 0.04% | 0.02% | 7 | +622,996 | 173.01% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 695,294 | 39,603 | 0.03% | 0.03% | 8 | -104,872 | -13.11% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 538,777 | 30,333 | 0.0% | 0.0% | 9 | -33,451 | -5.85% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 511,572 | 29,139 | 0.01% | 0.01% | 10 | -5,212 | -1.01% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 433,042 | 24,666 | 0.0% | 0.0% | 11 | -106,003 | -19.66% | Q2 2026 | Aug 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 408,951 | 23,293 | 2.98% | 3.26% | 12 | -20,594 | -4.79% | Q2 2026 | Aug 12, 2026 |
| SPX Gestao de Recursos Ltda | History | Added to | 401,546 | 22,872 | 2.55% | 0.0% | 13 | +401,346 | 200673.0% | Q2 2026 | Aug 19, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 383,724 | 21,856 | 0.07% | 0.08% | 14 | -82,002 | -17.61% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 331,336 | 18,872 | 0.02% | 0.02% | 15 | +8,458 | 2.62% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 301,661 | 17,182 | 0.0% | 0.0% | 16 | -7,989 | -2.58% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 272,741 | 15,535 | 0.01% | 0.01% | 17 | -114,795 | -29.62% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 245,231 | 13,968 | 0.08% | 0.11% | 18 | -52,197 | -17.55% | Q2 2026 | Aug 14, 2026 |
| Hood River Capital Management LLC | History | New | 154,961 | 8,826 | 0.06% | — | 19 | +154,961 | New | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 146,390 | 8,338 | 0.0% | 0.01% | 20 | -186,840 | -56.07% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 145,914 | 8,311 | 0.01% | — | 21 | +145,914 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 131,931 | 7,514 | 0.0% | 0.0% | 22 | +110,250 | 508.51% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 123,032 | 7,007 | 0.0% | 0.0% | 23 | -6,667 | -5.14% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 107,006 | 6,095 | 0.0% | 0.01% | 24 | -106,344 | -49.84% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 105,680 | 6,019 | 0.0% | 0.0% | 25 | +86,712 | 457.15% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | New | 91,376 | 5,204 | 0.0% | — | 26 | +91,376 | New | Q2 2026 | Sep 02, 2026 |
| FIL Ltd | History | Reduced | 88,471 | 5,039 | 0.0% | 0.0% | 27 | -31,807 | -26.44% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 83,956 | 4,782 | 0.0% | 0.0% | 28 | -18 | -0.02% | Q2 2026 | Aug 07, 2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | History | Added to | 81,938 | 4,667 | 1.6% | 1.47% | 29 | +9,554 | 13.2% | Q2 2026 | Jul 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 81,266 | 4,628 | 0.0% | 0.0% | 30 | +25,555 | 45.87% | Q2 2026 | Aug 14, 2026 |
| Rokos Capital Management LLP | History | New | 80,623 | 4,598 | 0.02% | — | 31 | +80,623 | New | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 80,252 | 4,571 | 0.0% | 0.01% | 32 | -581,823 | -87.88% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 79,554 | 4,531 | 0.0% | 0.01% | 33 | -3,124 | -3.78% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 73,914 | 4,210 | 0.03% | 0.03% | 34 | -5,640 | -7.09% | Q2 2026 | Jul 23, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 72,649 | 4,138 | 0.01% | 0.05% | 35 | -221,961 | -75.34% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 70,877 | 4,037 | 0.01% | 0.01% | 36 | +3,193 | 4.72% | Q2 2026 | Aug 06, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 70,302 | 4,004 | 0.0% | 0.0% | 37 | -2,497 | -3.43% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 64,990 | 3,701 | 0.05% | 0.04% | 38 | +5,206 | 8.71% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 62,661 | 3,569 | 0.0% | 0.0% | 39 | -365 | -0.58% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 62,813 | 3,536 | 0.0% | 0.0% | 40 | +4 | 0.01% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Added to | 59,732 | 3,402 | 0.04% | 0.02% | 41 | +35,776 | 149.34% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 54,043 | 3,078 | 0.01% | 0.01% | 42 | +9,377 | 20.99% | Q2 2026 | Aug 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 53,790 | 3,063 | 0.0% | 0.0% | 43 | -12,188 | -18.47% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 47,996 | 2,733 | 0.0% | 0.01% | 44 | +472 | 0.99% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 39,087 | 2,226 | 0.0% | — | 45 | +39,087 | New | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 36,503 | 2,079 | 0.0% | 0.0% | 46 | -7,830 | -17.66% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 33,796 | 1,925 | 0.0% | 0.0% | 47 | -4,410 | -11.54% | Q2 2026 | Aug 03, 2026 |
| Boston Partners | History | Added to | 32,187 | 1,833 | 0.0% | 0.0% | 48 | +6,063 | 23.21% | Q2 2026 | Aug 04, 2026 |
| Man Group plc | History | New | 30,514 | 1,738 | 0.0% | — | 49 | +30,514 | New | Q2 2026 | Aug 14, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Added to | 27,407 | 1,561 | 0.81% | 0.65% | 50 | +5,282 | 23.87% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 27,106 | 1,543 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PDT Partners, LLC | History | Reduced | 26,770 | 1,524 | 0.08% | 0.19% | 52 | -37,681 | -58.46% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | Reduced | 26,244 | 1,494 | 0.03% | 0.03% | 53 | -3,423 | -11.54% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 26,187 | 1,491 | 0.0% | 0.0% | 54 | -5,067 | -16.21% | Q2 2026 | Jul 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 25,243 | 1,437 | 0.0% | — | 55 | +25,243 | New | Q2 2026 | Aug 07, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 24,752 | 1,409 | 0.81% | 0.8% | 56 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 24,355 | 1,387 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 22,893 | 1,303 | 0.05% | 0.05% | 58 | -377 | -1.62% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Reduced | 22,179 | 1,263 | 0.0% | 0.0% | 59 | -3,043 | -12.06% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | New | 21,137 | 1,203 | 0.01% | — | 60 | +21,137 | New | Q2 2026 | Aug 06, 2026 |
| Nipun Capital, L.P. | History | New | 19,900 | 1,133 | 0.53% | — | 61 | +19,900 | New | Q2 2026 | Jul 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 19,790 | 1,127 | 0.0% | 0.0% | 62 | +14,266 | 258.25% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 19,795 | 1,127 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 19,348 | 1,102 | 0.01% | 0.0% | 64 | +5,386 | 38.58% | Q2 2026 | Aug 13, 2026 |
| Itau Unibanco Holding S.A. | History | New | 18,588 | 1,058 | 0.02% | — | 65 | +18,588 | New | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 18,375 | 1,047 | 0.0% | 0.0% | 66 | -480 | -2.55% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 17,783 | 1,012 | 0.0% | 0.0% | 67 | +1,231 | 7.44% | Q2 2026 | Aug 14, 2026 |
| DODGE & COX | History | No change | 17,391 | 990 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centiva Capital, LP | History | Reduced | 17,102 | 974 | 0.01% | 0.01% | 69 | -4,314 | -20.14% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Added to | 17,022 | 969 | 0.0% | 0.0% | 70 | +296 | 1.77% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | Added to | 16,283 | 927 | 0.04% | 0.03% | 71 | +1,507 | 10.2% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 14,789 | 842 | 0.0% | 0.0% | 72 | -6,548 | -30.69% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 12,933 | 736 | 0.0% | 0.0% | 73 | +38 | 0.29% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 10,744 | 611 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WINTON GROUP Ltd | History | New | 10,300 | 586 | 0.02% | — | 75 | +10,300 | New | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | Added to | 8,241 | 469 | 0.0% | 0.0% | 76 | +118 | 1.45% | Q2 2026 | Aug 14, 2026 |
| Employees Retirement System of Texas | History | Reduced | 7,707 | 439 | 0.0% | 0.0% | 77 | -2,054 | -21.04% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,600 | 432 | 0.0% | 0.0% | 78 | +400 | 5.56% | Q2 2026 | Jul 30, 2026 |
| Entropy Technologies, LP | History | New | 7,035 | 400 | 0.02% | — | 79 | +7,035 | New | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,521 | 371 | 0.01% | — | 80 | +6,521 | New | Q2 2026 | Jul 13, 2026 |
| Jain Global LLC | History | New | 5,711 | 325 | 0.0% | — | 81 | +5,711 | New | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 5,600 | 318 | 0.0% | 0.0% | 82 | -224 | -3.85% | Q2 2026 | Aug 03, 2026 |
| SG Americas Securities, LLC | History | New | 5,249 | 299 | 0.0% | — | 83 | +5,249 | New | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 4,889 | 278 | 0.0% | — | 84 | +4,889 | New | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | New | 4,661 | 265 | 0.02% | — | 85 | +4,661 | New | Q2 2026 | Aug 14, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 4,393 | 250 | 0.02% | — | 86 | +4,393 | New | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 4,354 | 248 | 0.0% | — | 87 | +4,354 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Reduced | 4,167 | 237 | 0.0% | 0.0% | 88 | -556 | -11.77% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 4,000 | 227 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 3,981 | 226 | 0.0% | — | 90 | +3,981 | New | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 3,955 | 225 | 0.0% | 0.0% | 91 | -3,398 | -46.21% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,807 | 216 | 0.0% | 0.0% | 92 | -68,351 | -94.72% | Q2 2026 | Sep 02, 2026 |
| Caprock Group, LLC | History | New | 3,755 | 213 | 0.0% | — | 94 | +3,755 | New | Q2 2026 | Jul 27, 2026 |
| DGS Capital Management, LLC | History | No change | 4,250 | 213 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Penserra Capital Management LLC | History | New | 2,135 | 121 | 0.0% | — | 95 | +2,135 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 977 | 55 | 0.0% | — | 96 | +977 | New | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 867 | 49 | 0.0% | 0.0% | 97 | -1,351 | -60.91% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 536 | 30 | 0.0% | 0.0% | 98 | +399 | 291.24% | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | Added to | 460 | 26 | 0.0% | — | 99 | +456 | 11400.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 381 | 21 | 0.0% | 0.01% | 100 | -326 | -46.11% | Q2 2026 | Aug 04, 2026 |
| WealthCollab, LLC | History | No change | 341 | 19 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elequin Capital, LP | History | Reduced | 326 | 18 | 0.0% | 0.01% | 102 | -1,809 | -84.73% | Q2 2026 | Aug 13, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 234 | 13 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 205 | 11 | 0.0% | 0.0% | 104 | +17 | 9.04% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 100 | 5 | 0.0% | 0.0% | 105 | -1 | -0.99% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 102 | 5 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 100 | 5 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 54 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 43 | 2 | 0.0% | 0.0% | 110 | -25 | -36.76% | Q2 2026 | Jul 06, 2026 |
| Cornerstone Planning Group LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | New | 22 | 1 | 0.0% | — | 111 | +22 | New | Q2 2026 | Aug 06, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Closed out | 0 | 0 | — | 2.76% | — | -1,057,404 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Sail Capital LP | History | Closed out | 0 | 0 | — | 3.05% | — | -369,900 | -100.0% | Q2 2026 | Aug 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.24% | — | -49,469 | -100.0% | Q2 2026 | Jul 31, 2026 |
| ARIEL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -46,465 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BARINGS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,880 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,836 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,367 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -6,917 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -4,186 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 2.74% | — | -4,076 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Quarry LP | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13 | 0 | — | — | — | -5 | -27.78% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |