IMPERIAL OIL LTD - IMO

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
FMR LLC History No change 52,762,117 5,924,172 0.26% 0.26% 1 0 0.0% Q2 2026 Aug 13, 2026
First Eagle Investment Management, LLC History No change 13,590,697 1,524,485 2.54% 2.54% 2 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 10,649,913 1,193,003 0.1% 0.1% 3 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 5,110,625 573,889 0.41% 0.41% 4 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 3,987,048 446,629 0.07% 0.07% 5 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,836,380 430,798 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 3,592,655 402,449 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History No change 3,060,928 343,600 0.3% 0.3% 8 0 0.0% Q2 2026 Aug 04, 2026
BANK OF MONTREAL /CAN/ History No change 2,815,122 315,802 0.1% 0.1% 9 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,721,476 200,529 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 1,571,125 175,997 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,362,053 152,577 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,212,319 134,981 0.1% 0.1% 13 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,147,483 128,854 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,121,868 127,051 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 1,089,379 122,207 0.23% 0.23% 16 0 0.0% Q2 2026 Aug 12, 2026
CIBC WORLD MARKET INC. History No change 1,052,335 118,066 0.19% 0.19% 17 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 818,361 91,863 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 741,411 83,057 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 711,032 78,964 0.21% 0.21% 20 0 0.0% Q2 2026 Jul 27, 2026
BARCLAYS PLC History No change 663,596 74,336 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 653,857 73,278 0.06% 0.06% 22 0 0.0% Q2 2026 Sep 09, 2026
MACKENZIE FINANCIAL CORP History No change 458,290 72,987 0.07% 0.07% 23 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 595,574 66,716 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 11, 2026
BANK OF NOVA SCOTIA History No change 576,667 64,751 0.1% 0.1% 25 0 0.0% Q2 2026 Aug 12, 2026
TORONTO DOMINION BANK History No change 562,254 63,072 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 553,952 62,204 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 526,438 59,094 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 520,844 58,345 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 473,146 53,001 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 07, 2026
Swiss National Bank History No change 468,876 52,498 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 465,238 52,115 0.01% 0.01% 32 0 0.0% Q2 2026 Sep 02, 2026
D. E. Shaw & Co., Inc. History No change 379,898 42,612 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
Fiera Capital Corp History No change 313,781 35,172 0.13% 0.13% 34 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 301,106 33,812 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 283,586 31,798 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 279,074 31,306 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 14, 2026
AustralianSuper Pty Ltd History No change 251,388 28,200 0.12% 0.12% 38 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 248,872 27,878 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 230,701 25,880 0.16% 0.16% 40 0 0.0% Q2 2026 Aug 13, 2026
Capital Wealth Planning, LLC History No change 227,592 25,494 0.13% 0.13% 41 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 225,044 25,260 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 06, 2026
CIBC Asset Management Inc History No change 223,122 25,005 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 03, 2026
NORTHERN TRUST CORP History No change 220,337 24,682 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 214,703 24,050 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 06, 2026
MUFG SECURITIES (CANADA), LTD. History No change 212,062 23,775 0.64% 0.64% 46 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 209,510 23,502 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 197,434 22,116 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 183,650 20,551 0.08% 0.08% 49 0 0.0% Q2 2026 Aug 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 181,210 20,341 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 167,114 18,758 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 163,907 18,360 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
Hillsdale Investment Management Inc. History No change 160,774 18,034 0.41% 0.41% 53 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 158,004 17,725 0.05% 0.05% 54 0 0.0% Q2 2026 Aug 13, 2026
QV Investors Inc. History No change 156,597 17,579 1.35% 1.35% 55 0 0.0% Q2 2026 Jul 21, 2026
AVIVA PLC History No change 146,211 16,391 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 144,259 16,159 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 14, 2026
Guardian Partners Inc. History No change 140,984 15,825 1.43% 1.43% 58 0 0.0% Q2 2026 Jul 29, 2026
Waratah Capital Advisors Ltd. History No change 138,623 15,528 0.53% 0.53% 59 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 135,360 15,163 0.07% 0.07% 60 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 134,785 15,098 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 131,539 14,764 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 14, 2026
SIG North Trading, ULC History No change 130,658 14,636 0.27% 0.27% 63 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 123,262 13,836 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 13, 2026
SIR Capital Management, L.P. History No change 119,300 13,363 1.54% 1.54% 65 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 110,862 12,418 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 109,497 12,295 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 109,293 12,268 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History No change 92,062 12,043 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 107,133 12,001 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 07, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 104,858 11,772 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 103,933 11,630 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 13, 2026
Guinness Asset Management LTD History No change 102,697 11,520 0.19% 0.19% 73 0 0.0% Q2 2026 Jul 29, 2026
ExodusPoint Capital Management, LP History No change 100,423 11,249 0.07% 0.07% 74 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 99,082 11,099 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 97,924 10,969 0.02% 0.02% 76 0 0.0% Q2 2026 Aug 13, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 68,070 10,840 3.01% 3.01% 77 0 0.0% Q2 2026 Aug 12, 2026
Aventail Capital Group, LP History No change 90,600 10,149 0.58% 0.58% 78 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 85,254 9,570 0.03% 0.03% 79 0 0.0% Q2 2026 Aug 14, 2026
Murchinson Ltd. History No change 80,212 8,985 1.24% 1.24% 80 0 0.0% Q2 2026 Aug 13, 2026
Northwest & Ethical Investments L.P. History No change 73,762 8,273 0.19% 0.19% 81 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 73,056 8,183 0.0% 0.0% 82 0 0.0% Q2 2026 Sep 23, 2026
Vanguard Investments Australia, Ltd. History No change 70,197 7,882 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 69,595 7,796 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 67,035 7,524 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 66,021 7,414 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 65,341 7,334 0.01% 0.01% 87 0 0.0% Q2 2026 Jul 30, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 63,769 7,158 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 14, 2026
Korea Investment CORP History No change 61,924 6,951 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 60,695 6,799 0.07% 0.07% 90 0 0.0% Q2 2026 Aug 10, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 59,019 6,621 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA INVESTMENTS, LP History No change 55,800 6,250 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 55,365 6,202 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 54,350 6,088 0.09% 0.09% 94 0 0.0% Q2 2026 Aug 11, 2026
Turas Capital Management LP History No change 53,900 6,037 2.77% 2.77% 95 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 52,834 5,923 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Triasima Portfolio Management inc. History No change 50,745 5,696 0.77% 0.77% 97 0 0.0% Q2 2026 Jul 20, 2026
1832 Asset Management L.P. History No change 47,942 5,370 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 47,465 5,317 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 46,800 5,242 0.1% 0.1% 100 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 45,356 5,090 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
Plancorp, LLC History No change 36,951 4,568 0.11% 0.11% 102 0 0.0% Q2 2026 Jul 14, 2026
Alberta Investment Management Corp History No change 40,581 4,552 0.03% 0.03% 103 0 0.0% Q2 2026 Aug 06, 2026
STIFEL FINANCIAL CORP History No change 39,843 4,462 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
Investment Management Corp of Ontario History No change 37,071 4,152 0.05% 0.05% 105 0 0.0% Q2 2026 Aug 14, 2026
BURNEY CO/ History No change 36,824 4,125 0.11% 0.11% 106 0 0.0% Q2 2026 Jul 14, 2026
DekaBank Deutsche Girozentrale History No change 30,782 4,011 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 05, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 34,452 3,859 0.34% 0.34% 108 0 0.0% Q2 2026 Jul 29, 2026
Maryland State Retirement & Pension System History No change 32,977 3,698 0.06% 0.06% 109 0 0.0% Q2 2026 Jul 30, 2026
BNP Paribas Asset Management Holding S.A. History No change 32,894 3,686 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
CANADA LIFE ASSURANCE Co History No change 32,293 3,605 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 13, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 31,778 3,567 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 13, 2026
Genus Capital Management Inc. History No change 30,478 3,421 0.34% 0.34% 113 0 0.0% Q2 2026 Jul 29, 2026
IFG Advisory, LLC History No change 30,411 3,406 0.12% 0.12% 114 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History No change 29,828 3,342 0.01% 0.01% 115 0 0.0% Q2 2026 Jul 29, 2026
AGF MANAGEMENT LTD History No change 27,870 3,245 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 10, 2026
Gold Investment Management Ltd. History No change 28,408 3,188 0.86% 0.86% 117 0 0.0% Q2 2026 Aug 05, 2026
Argent Trust Co History No change 27,705 3,103 0.09% 0.09% 118 0 0.0% Q2 2026 Aug 06, 2026
OMERS ADMINISTRATION Corp History No change 27,396 3,075 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 13, 2026
GUARDIAN CAPITAL LP History No change 24,653 2,767 0.07% 0.07% 120 0 0.0% Q2 2026 Aug 14, 2026
Beutel, Goodman & Co Ltd. History No change 23,717 2,662 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 23,370 2,623 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 10, 2026
BESSEMER GROUP INC History No change 23,235 2,604 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Personalized Indexing Management, LLC History No change 22,451 2,514 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 11, 2026
Purpose Unlimited Inc. History No change 22,095 2,489 0.1% 0.1% 125 0 0.0% Q2 2026 Aug 13, 2026
Laird Norton Wetherby Trust Company, LLC History No change 20,250 2,280 0.04% 0.04% 126 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 19,612 2,196 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 19,504 2,189 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 19,474 2,186 0.02% 0.02% 129 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 17,665 1,982 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 04, 2026
QUADRANT CAPITAL GROUP LLC History No change 17,418 1,951 0.05% 0.05% 131 0 0.0% Q2 2026 Aug 14, 2026
Anson Funds Management LP History No change 17,200 1,926 0.11% 0.11% 132 0 0.0% Q2 2026 Aug 13, 2026
Lester Murray Antman dba SimplyRich History No change 17,166 1,922 0.45% 0.45% 133 0 0.0% Q2 2026 Jul 31, 2026
Mariner, LLC History No change 16,860 1,888 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 16,151 1,819 0.03% 0.03% 135 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 15,516 1,738 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
Walleye Trading LLC History No change 15,289 1,712 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 03, 2026
Corient Private Wealth LP History No change 15,282 1,712 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 27, 2026
USS Investment Management Ltd History No change 14,827 1,670 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 11, 2026
Fideuram Asset Management (Ireland) dac History No change 10,244 1,668 0.03% 0.03% 140 0 0.0% Q2 2026 Jul 23, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 14,522 1,635 0.1% 0.1% 141 0 0.0% Q2 2026 Aug 12, 2026
DRW Securities, LLC History No change 10,137 1,582 0.04% 0.04% 142 0 0.0% Q2 2026 Aug 14, 2026
Woodbridge CO LTD History No change 13,809 1,546 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 13,613 1,524 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 13,326 1,492 0.06% 0.06% 145 0 0.0% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 13,276 1,487 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 13, 2026
Mediolanum International Funds Ltd History No change 12,954 1,464 0.01% 0.01% 147 0 0.0% Q2 2026 Jul 23, 2026
Gulf International Bank (UK) Ltd History No change 12,934 1,451 0.03% 0.03% 148 0 0.0% Q2 2026 Aug 13, 2026
Utah Retirement Systems History No change 12,911 1,449 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 12,885 1,443 0.02% 0.02% 150 0 0.0% Q2 2026 Aug 14, 2026
Hara Capital LLC History No change 12,330 1,388 0.73% 0.73% 151 0 0.0% Q2 2026 Aug 11, 2026
Aviso Financial Inc. History No change 12,116 1,359 0.05% 0.05% 152 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 11,840 1,334 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
CHELSEA COUNSEL CO History No change 11,839 1,333 0.56% 0.56% 154 0 0.0% Q2 2026 Aug 11, 2026
STEPHENS INC /AR/ History No change 11,656 1,305 0.01% 0.01% 155 0 0.0% Q2 2026 Jul 29, 2026
Blue Trust, Inc. History No change 11,488 1,286 0.01% 0.01% 156 0 0.0% Q2 2026 Jul 21, 2026
IEQ CAPITAL, LLC History No change 11,444 1,282 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 10,998 1,232 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 10,758 1,205 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
Jain Global LLC History No change 10,617 1,192 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 10,508 1,179 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 17, 2026
Callan Family Office, LLC History No change 10,451 1,170 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 11, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 10,432 1,168 0.32% 0.32% 163 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 10,306 1,155 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
Metis Global Partners, LLC History No change 10,283 1,154 0.03% 0.03% 165 0 0.0% Q2 2026 Aug 10, 2026
SEARLE & CO. History No change 10,000 1,120 0.25% 0.25% 166 0 0.0% Q2 2026 Jul 27, 2026
Texas Capital Bank Wealth Management Services Inc History No change 10,000 1,120 0.06% 0.06% 167 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 9,930 1,112 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 29, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History No change 9,334 1,045 0.54% 0.54% 169 0 0.0% Q2 2026 Jul 22, 2026
Atria Investments, Inc History No change 9,321 1,044 0.01% 0.01% 170 0 0.0% Q2 2026 Jul 28, 2026
Nykredit A/S History No change 9,263 1,039 0.0% 0.0% 171 0 0.0% Q2 2026 Sep 08, 2026
Ashton Thomas Private Wealth, LLC History No change 9,241 1,035 0.02% 0.02% 172 0 0.0% Q2 2026 Jul 29, 2026
CIDEL ASSET MANAGEMENT INC History No change 9,000 1,010 0.05% 0.05% 173 0 0.0% Q2 2026 Jul 17, 2026
Indivisible Partners History No change 8,843 990 0.06% 0.06% 174 0 0.0% Q2 2026 Aug 04, 2026
PATTEN & PATTEN INC/TN History No change 8,750 980 0.05% 0.05% 175 0 0.0% Q2 2026 Aug 05, 2026
Mraz, Amerine & Associates, Inc. History No change 8,435 944 0.14% 0.14% 176 0 0.0% Q2 2026 Jul 16, 2026
Fruth Investment Management History No change 8,400 940 0.22% 0.22% 177 0 0.0% Q2 2026 Jul 10, 2026
Pathstone Holdings, LLC History No change 8,215 920 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
Westerkirk Capital Inc. History No change 8,220 920 0.09% 0.09% 179 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 8,084 905 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 23, 2026
AMERIPRISE FINANCIAL INC History No change 7,432 895 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 7,851 884 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 28, 2026
Ensign Peak Advisors, Inc History No change 7,724 867 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
PCM Encore, LLC History No change 7,745 867 0.15% 0.15% 184 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 7,501 840 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 19, 2026
MAI Capital Management History No change 7,260 813 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 7,064 791 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 12, 2026
Pacifica Partners Inc. History No change 7,030 789 0.24% 0.24% 188 0 0.0% Q2 2026 Jul 13, 2026
BENJAMIN EDWARDS INC History No change 7,042 788 0.01% 0.01% 189 0 0.0% Q2 2026 Jul 24, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 7,041 788 0.05% 0.05% 190 0 0.0% Q2 2026 Aug 04, 2026
Parallel Advisors, LLC History No change 7,028 787 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 05, 2026
FOUNDATION RESOURCE MANAGEMENT INC History No change 6,945 777 0.09% 0.09% 192 0 0.0% Q2 2026 Jul 21, 2026
Rathbones Group PLC History No change 6,851 769 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial, LLC History No change 6,822 768 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 6,763 757 0.0% 0.0% 195 0 0.0% Q2 2026 Sep 08, 2026
Cetera Investment Advisers History No change 6,712 751 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 6,607 740 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 6,510 729 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 03, 2026
Kathmere Capital Management, LLC History No change 6,480 725 0.04% 0.04% 199 0 0.0% Q2 2026 Jul 29, 2026
Private Advisory Group LLC History No change 6,433 720 0.04% 0.04% 200 0 0.0% Q2 2026 Aug 06, 2026
Qtron Investments LLC History No change 6,356 713 0.1% 0.1% 201 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 6,249 700 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 6,074 680 0.03% 0.03% 203 0 0.0% Q2 2026 Jul 20, 2026
CIBC Bancorp USA Inc. History No change 4,405 679 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 6,010 673 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 05, 2026
D.A. DAVIDSON & CO. History No change 5,868 657 0.0% 0.0% 206 0 0.0% Q2 2026 Jul 24, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 5,779 648 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 5,326 596 0.01% 0.01% 208 0 0.0% Q2 2026 Jul 20, 2026
Diversified Enterprises, LLC History No change 5,320 595 0.03% 0.03% 209 0 0.0% Q2 2026 Jul 31, 2026
Meixler Investment Management, Ltd. History No change 5,263 589 0.33% 0.33% 210 0 0.0% Q2 2026 Aug 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,213 583 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 5,111 572 0.0% 0.0% 212 0 0.0% Q2 2026 Jul 17, 2026
CAPTRUST FINANCIAL ADVISORS History No change 5,020 562 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 13, 2026
Chou Associates Management Inc. History No change 5,000 561 0.26% 0.26% 214 0 0.0% Q2 2026 Aug 12, 2026
UniSuper Management Pty Ltd History No change 3,488 555 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 4,851 543 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 17, 2026
Fielder Capital Group LLC History No change 4,700 526 0.11% 0.11% 217 0 0.0% Q2 2026 Aug 06, 2026
Aprio Wealth Management, LLC History No change 4,689 525 0.03% 0.03% 218 0 0.0% Q2 2026 Jul 24, 2026
Fisher Asset Management, LLC History No change 4,631 518 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 04, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 4,460 500 0.02% 0.02% 220 0 0.0% Q2 2026 Aug 14, 2026
Baker Ellis Asset Management LLC History No change 4,450 498 0.05% 0.05% 221 0 0.0% Q2 2026 Jul 23, 2026
Belpointe Asset Management LLC History No change 4,441 497 0.02% 0.02% 222 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Advisors, LLC History No change 4,427 495 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 4,399 495 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 07, 2026
Stirlingshire Investments, Inc. History No change 4,311 484 0.36% 0.36% 225 0 0.0% Q2 2026 Jul 31, 2026
Addenda Capital Inc. History No change 2,990 478 0.01% 0.01% 226 0 0.0% Q2 2026 Jul 14, 2026
Focus Partners Wealth History No change 4,193 469 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 12, 2026
Advyzon Investment Management, LLC History No change 4,126 462 0.03% 0.03% 228 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 4,066 456 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 14, 2026
Financial & Tax Architects, LLC History No change 4,036 452 0.1% 0.1% 230 0 0.0% Q2 2026 Jul 23, 2026
Baron Wealth Management LLC History No change 4,024 450 0.12% 0.12% 231 0 0.0% Q2 2026 Jul 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 4,017 449 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 3,719 448 0.0% 0.0% 233 0 0.0% Q2 2026 Jul 15, 2026
Guinness Atkinson Asset Management Inc History No change 3,991 447 0.2% 0.2% 234 0 0.0% Q2 2026 Jul 29, 2026
Ballentine Partners, LLC History No change 3,971 444 0.01% 0.01% 235 0 0.0% Q2 2026 Jul 17, 2026
Wealth Architects, LLC History No change 3,971 444 0.04% 0.04% 236 0 0.0% Q2 2026 Jul 23, 2026
Holistic Financial Partners History No change 3,954 442 0.27% 0.27% 237 0 0.0% Q2 2026 Jul 23, 2026
Generali Asset Management SPA SGR History No change 2,707 431 0.01% 0.01% 238 0 0.0% Q2 2026 Jul 30, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 3,825 428 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 17, 2026
HighTower Advisors, LLC History No change 3,816 427 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 05, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 3,740 419 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 3,723 417 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 3,719 416 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 13, 2026
Fractal Investments LLC History No change 3,710 415 0.05% 0.05% 244 0 0.0% Q2 2026 Jul 23, 2026
BCV Asset Management Inc. History No change 3,554 402 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 10, 2026
Baader Bank Aktiengesellschaft History No change 3,303 370 0.03% 0.03% 246 0 0.0% Q2 2026 Jul 23, 2026
Canopy Partners, LLC History No change 3,303 370 0.11% 0.11% 247 0 0.0% Q2 2026 Jul 22, 2026
Caitong International Asset Management Co., Ltd History No change 3,206 359 0.05% 0.05% 248 0 0.0% Q2 2026 Aug 04, 2026
D'Orazio & Associates, Inc. History No change 3,148 352 0.04% 0.04% 249 0 0.0% Q2 2026 Jul 28, 2026
TABR Capital Management, LLC History No change 3,143 352 0.3% 0.3% 250 0 0.0% Q2 2026 Jul 24, 2026
IMC-Chicago, LLC History No change 3,117 349 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 06, 2026
Checchi Capital Advisers, LLC History No change 3,062 343 0.02% 0.02% 252 0 0.0% Q2 2026 Aug 04, 2026
Rempart Asset Management Inc. History No change 3,050 341 0.07% 0.07% 253 0 0.0% Q2 2026 Jul 16, 2026
Brevan Howard Capital Management LP History No change 3,032 339 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 14, 2026
Polar Asset Management Partners Inc. History No change 2,995 335 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 14, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 2,950 330 0.11% 0.11% 256 0 0.0% Q2 2026 Jul 21, 2026
Y-Intercept (Hong Kong) Ltd History No change 2,907 325 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 13, 2026
Henry James International Management Inc. History No change 2,900 324 0.1% 0.1% 258 0 0.0% Q2 2026 Jul 09, 2026
Corps Capital Advisors, LLC History No change 2,900 324 0.26% 0.26% 259 0 0.0% Q2 2026 Jul 22, 2026
PDS Planning, Inc History No change 2,804 314 0.02% 0.02% 260 0 0.0% Q2 2026 Aug 05, 2026
CIGNA INVESTMENTS INC /NEW History No change 2,701 303 0.04% 0.04% 261 0 0.0% Q2 2026 Jul 21, 2026
WATERS PARKERSON & CO., LLC History No change 2,710 303 0.01% 0.01% 262 0 0.0% Q2 2026 Jul 30, 2026
Wilkinson Global Asset Management LLC History No change 2,695 301 0.02% 0.02% 263 0 0.0% Q2 2026 Aug 06, 2026
Compound Planning, Inc. History No change 2,680 300 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 04, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 2,599 291 0.05% 0.05% 265 0 0.0% Q2 2026 Jul 09, 2026
Legacy Capital Group California, Inc. History No change 2,575 288 0.09% 0.09% 266 0 0.0% Q2 2026 Jul 29, 2026
Quantbot Technologies LP History No change 2,530 283 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 2,516 281 0.01% 0.01% 268 0 0.0% Q2 2026 Jul 24, 2026
CREDIT AGRICOLE S A History No change 2,477 277 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
Mirador Capital Partners LP History No change 2,322 260 0.03% 0.03% 270 0 0.0% Q2 2026 Jul 07, 2026
KLCM Advisors, Inc. History No change 2,295 257 0.02% 0.02% 271 0 0.0% Q2 2026 Aug 06, 2026
J. Safra Sarasin Holding AG History No change 4,474 252 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 31, 2026
&PARTNERS History No change 2,220 248 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 1,796 248 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 07, 2026
Argyle Capital Management, LLC History No change 2,200 246 0.07% 0.07% 275 0 0.0% Q2 2026 Jul 28, 2026
Candriam S.C.A. History No change 2,200 246 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
Ascent Group, LLC History No change 2,203 246 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 03, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,144 241 0.01% 0.01% 278 0 0.0% Q2 2026 Jul 28, 2026
SEI INVESTMENTS CO History No change 2,138 239 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 2,142 239 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 11, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 2,141 239 0.0% 0.0% 281 0 0.0% Q2 2026 Sep 23, 2026
BTG Pactual Asset Management US LLC History No change 2,115 236 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Advisors Inc. History No change 1,838 232 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 05, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,066 231 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 2,037 228 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 2,043 228 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 13, 2026
Meeder Advisory Services, Inc. History No change 2,028 227 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 07, 2026
WealthTrust Axiom LLC History No change 2,000 224 0.05% 0.05% 288 0 0.0% Q2 2026 Aug 11, 2026
GLENMEDE TRUST CO NA History No change 1,987 222 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 10, 2026
Cumberland Partners Ltd History No change 1,970 220 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 06, 2026
Graham Capital Management, L.P. History No change 1,962 219 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 1,944 218 0.0% 0.0% 292 0 0.0% Q2 2026 Jul 23, 2026
Quantum Portfolio Management LLC History No change 1,950 218 0.08% 0.08% 293 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History New 1,770 217 0.01% — 294 +1,770 New Q3 2026 Oct 07, 2026
WIMMER ASSOCIATES 1, LLC History No change 1,935 216 0.1% 0.1% 295 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 1,928 215 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 13, 2026
Nicholas Hoffman & Company, LLC. History No change 1,901 212 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 04, 2026
Jefferies Financial Group Inc. History No change 1,882 211 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 17, 2026
AE Wealth Management LLC History No change 1,883 210 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 03, 2026
NATIXIS History No change 1,860 208 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 1,840 206 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 14, 2026
Hanson & Doremus Investment Management History No change 1,822 204 0.02% 0.02% 302 0 0.0% Q2 2026 Jul 29, 2026
Crossmark Global Holdings, Inc. History No change 1,811 202 0.0% 0.0% 303 0 0.0% Q2 2026 Jul 16, 2026
CITIZENS & NORTHERN CORP History No change 1,800 201 0.05% 0.05% 304 0 0.0% Q2 2026 Jul 17, 2026
Wilmington Savings Fund Society, FSB History No change 1,800 201 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 28, 2026
SANDERS MORRIS HARRIS LLC History No change 1,800 201 0.12% 0.12% 306 0 0.0% Q2 2026 Jul 07, 2026
Safir Wealth Advisors, LLC History No change 1,800 201 0.13% 0.13% 307 0 0.0% Q2 2026 Jul 09, 2026
State of Wyoming History No change 1,780 199 0.02% 0.02% 308 0 0.0% Q2 2026 Aug 06, 2026
Nova Wealth Management, Inc. History No change 1,754 196 0.11% 0.11% 309 0 0.0% Q2 2026 Jul 13, 2026
Siemens Fonds Invest GmbH History No change 1,224 194 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,657 187 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 1,425 159 0.03% 0.03% 312 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 1,358 152 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,311 146 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 1,300 145 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 1,300 145 0.01% 0.01% 316 0 0.0% Q2 2026 Jul 22, 2026
SIMPLEX TRADING, LLC History No change 1,291 144 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 12, 2026
Cromwell Holdings LLC History No change 1,141 128 0.06% 0.06% 318 0 0.0% Q2 2026 Jul 13, 2026
EASTERN BANK History No change 1,000 123 0.0% 0.0% 319 0 0.0% Q3 2026 Oct 05, 2026
Corient IA LP History No change 1,100 123 0.11% 0.11% 320 0 0.0% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History No change 954 106 0.0% 0.0% 321 0 0.0% Q2 2026 Jul 06, 2026
Arax Advisory Partners History No change 879 98 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 873 97 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 11, 2026
Tacita Capital Inc History No change 856 95 0.05% 0.05% 324 0 0.0% Q2 2026 Aug 10, 2026
Washington Trust Advisors, Inc. History No change 780 87 0.01% 0.01% 325 0 0.0% Q2 2026 Jul 29, 2026
Spire Wealth Management History No change 735 82 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 15, 2026
ASSETMARK, INC History No change 657 73 0.0% 0.0% 327 0 0.0% Q2 2026 Jul 30, 2026
Evelyn Partners Group Ltd History No change 630 70 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 619 69 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 600 67 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 575 64 0.0% 0.0% 331 0 0.0% Q2 2026 Jul 23, 2026
Smartleaf Asset Management LLC History No change 551 62 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 502 56 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 12, 2026
Aberdeen Wealth Management LLC History No change 500 56 0.03% 0.03% 334 0 0.0% Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History No change 430 48 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 06, 2026
Westside Investment Management, Inc. History No change 426 47 0.01% 0.01% 336 0 0.0% Q2 2026 Jul 27, 2026
Mondrian Investment Partners LTD History No change 281 44 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 30, 2026
MassMutual Private Wealth & Trust, FSB History Added to 352 43 0.0% 0.0% 338 +4 1.15% Q3 2026 Oct 05, 2026
Transamerica Financial Advisors, LLC History No change 376 42 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 328 36 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 10, 2026
WELLINGTON-ALTUS USA INC. History No change 266 34 0.02% 0.02% 341 0 0.0% Q2 2026 Sep 17, 2026
Global Retirement Partners, LLC History No change 300 33 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 06, 2026
PFS Partners, LLC History No change 300 33 0.01% 0.01% 343 0 0.0% Q2 2026 Jul 20, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 300 33 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 07, 2026
McMillan Office, Inc. History No change 300 33 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 287 32 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 261 29 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 13, 2026
Sawyer & Company, Inc History No change 222 24 0.01% 0.01% 348 0 0.0% Q2 2026 Jul 23, 2026
Institute for Wealth Management, LLC. History No change 174 19 0.0% 0.0% 349 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD BANCORP History No change 168 18 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 05, 2026
BNP PARIBAS History No change 162 18 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 155 17 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 149 16 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 07, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 116 14 0.01% 0.01% 354 0 0.0% Q3 2026 Oct 07, 2026
Continuum Advisory, LLC History No change 124 13 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 06, 2026
Harvest Fund Management Co., Ltd History No change 111 12 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 19, 2026
UMB Bank, n.a. History No change 100 11 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 97 10 0.0% 0.0% 358 0 0.0% Q2 2026 Jul 23, 2026
MONTAG A & ASSOCIATES INC History No change 83 9 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 05, 2026
Asset Dedication, LLC History No change 89 9 0.0% 0.0% 360 0 0.0% Q2 2026 Jul 30, 2026
JFS WEALTH ADVISORS, LLC History No change 87 9 0.0% 0.0% 361 0 0.0% Q2 2026 Jul 10, 2026
Geneos Wealth Management Inc. History No change 86 9 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 91 9 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 72 8 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 64 7 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 68 7 0.0% 0.0% 366 0 0.0% Q2 2026 Sep 04, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 62 6 0.0% 0.0% 367 0 0.0% Q2 2026 Sep 02, 2026
MATHER GROUP, LLC. History No change 56 6 0.0% 0.0% 368 0 0.0% Q2 2026 Jul 27, 2026
Moisand Fitzgerald Tamayo, LLC History No change 60 6 0.0% 0.0% 369 0 0.0% Q2 2026 Jul 13, 2026
Bell Investment Advisors, Inc History No change 56 6 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 51 5 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 50 5 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
FNY Investment Advisers, LLC History No change 50 5 0.0% 0.0% 373 0 0.0% Q2 2026 Jul 08, 2026
Osbon Capital Management LLC History No change 45 5 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 40 4 0.0% 0.0% 375 0 0.0% Q2 2026 Jul 28, 2026
North Star Investment Management Corp. History No change 39 4 0.0% 0.0% 376 0 0.0% Q2 2026 Jul 28, 2026
Bogart Wealth, LLC History No change 41 4 0.0% 0.0% 377 0 0.0% Q2 2026 Jul 24, 2026
CENTRAL TRUST Co History No change 31 3 0.0% 0.0% 378 0 0.0% Q2 2026 Jul 31, 2026
Physician Wealth Advisors, Inc. History No change 29 3 0.0% 0.0% 379 0 0.0% Q2 2026 Jul 20, 2026
True Wealth Design, LLC History No change 30 3 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 16, 2026
Bruce G. Allen Investments, LLC History No change 29 3 0.0% 0.0% 381 0 0.0% Q2 2026 Jul 31, 2026
Bare Financial Services, Inc History No change 34 3 0.0% 0.0% 382 0 0.0% Q2 2026 Jul 27, 2026
Kilter Group LLC History No change 30 3 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 31 3 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 28, 2026
MANNING & NAPIER ADVISORS LLC History No change 26 2 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 23 2 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 04, 2026
Abound Wealth Management History No change 25 2 0.0% 0.0% 387 0 0.0% Q2 2026 Jul 10, 2026
Trifecta Capital Advisors, LLC History No change 23 2 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 03, 2026
Aventura Private Wealth, LLC History No change 25 2 0.0% 0.0% 389 0 0.0% Q2 2026 Jul 15, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 7 1 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 6 1 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 18, 2026
BOK Financial Private Wealth, Inc. History No change 15 1 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 07, 2026
KELLEHER FINANCIAL ADVISORS History No change 14 1 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 06, 2026
JNBA Financial Advisors History No change 16 1 0.0% 0.0% 394 0 0.0% Q2 2026 Jul 23, 2026
CKW FINANCIAL GROUP History No change 13 1 0.0% 0.0% 395 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Asset Management, LLC History No change 10 1 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History No change 11 1 0.0% 0.0% 397 0 0.0% Q2 2026 Jul 07, 2026
Dogwood Wealth Management LLC History No change 15 1 0.0% 0.0% 398 0 0.0% Q2 2026 Jul 06, 2026
RHUMBLINE ADVISERS History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Financial Gravity Companies, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Tower Research Capital LLC (TRC) History No change 7 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Horizon Investments, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Planning Group LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
SBI Securities Co., Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Decker Retirement Planning Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Nemes Rush Group LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Mosley Wealth Management History No change 8 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
LRI Investments, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Godfrey Financial Associates, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Nvest Wealth Strategies, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 10, 2026