INDEPENDENT BANK CORP - INDB

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 6,979,611 584,333 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,273,358 274,045 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 2,645,824 223,177 0.01% 0.01% 3 0 0.0% Q2 2026 Sep 22, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,692,388 209,065 0.04% 0.04% 4 +58,748 2.23% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,171,265 181,778 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,440,396 120,606 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
ROCKLAND TRUST CO History Reduced 1,389,563 107,899 4.13% 4.69% 7 -38,388 -2.69% Q3 2026 Oct 05, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,179,183 88,686 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 917,172 76,786 0.12% 0.12% 9 0 0.0% Q2 2026 Aug 14, 2026
Channing Capital Management, LLC History Reduced 913,220 70,911 1.86% 1.84% 10 -40,215 -4.22% Q3 2026 Nov 02, 2026
CITADEL ADVISORS LLC History No change 733,718 61,426 0.01% 0.01% 11 0 0.0% Q2 2026 Sep 02, 2026
MORGAN STANLEY History No change 714,013 59,777 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
Verition Fund Management LLC History No change 627,376 52,523 0.27% 0.27% 13 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 616,226 51,590 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 12, 2026
REINHART PARTNERS, LLC. History Reduced 638,976 49,616 1.21% 1.26% 15 -18,895 -2.87% Q3 2026 Oct 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 592,448 49,599 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 556,997 46,631 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 533,209 44,640 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 531,514 44,498 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 500,477 41,899 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 469,098 39,273 0.26% 0.26% 21 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 487,710 37,870 0.01% 0.01% 22 -5,213 -1.06% Q3 2026 Nov 05, 2026
NFJ INVESTMENT GROUP, LLC History No change 421,384 35,278 1.19% 1.19% 23 0 0.0% Q2 2026 Aug 11, 2026
GW&K Investment Management, LLC History No change 345,765 28,948 0.23% 0.23% 24 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 333,192 27,895 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 326,056 27,297 0.02% 0.02% 26 0 0.0% Q2 2026 Sep 09, 2026
VANGUARD FIDUCIARY TRUST CO History No change 321,764 26,938 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 339,688 26,376 0.01% 0.01% 28 +106,108 45.43% Q3 2026 Nov 02, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 295,399 24,730 0.03% 0.03% 29 0 0.0% Q2 2026 Jul 29, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 252,173 21,111 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 243,160 20,357 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 07, 2026
Leeward Investments, LLC - MA History Reduced 245,922 19,095 0.97% 0.99% 32 -14,423 -5.54% Q3 2026 Oct 23, 2026
Bridgewater Associates, LP History No change 200,771 16,808 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 199,371 16,691 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 166,042 13,901 0.04% 0.04% 35 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 160,624 13,447 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 151,545 12,687 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 144,721 12,116 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 137,646 11,523 0.46% 0.46% 39 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 136,208 11,403 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 06, 2026
PRUDENTIAL FINANCIAL INC History No change 129,563 10,847 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 124,040 10,384 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 122,920 10,291 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 120,391 10,079 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History Added to 121,950 9,469 0.01% 0.01% 45 +33,457 37.81% Q3 2026 Oct 28, 2026
Legal & General Group Plc History No change 112,026 9,378 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
MOODY ALDRICH PARTNERS LLC History Added to 118,716 9,218 1.76% 1.72% 47 +4,497 3.94% Q3 2026 Oct 27, 2026
CIBC WORLD MARKET INC. History No change 100,522 8,415 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 98,830 8,274 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 04, 2026
Swiss National Bank History No change 97,378 8,152 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN CENTURY COMPANIES INC History No change 96,081 8,043 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 99,713 7,742 0.01% 0.01% 52 +892 0.9% Q3 2026 Nov 02, 2026
JPMORGAN CHASE & CO History No change 87,667 7,490 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 88,775 7,439 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 86,698 7,258 0.22% 0.22% 55 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 86,411 7,234 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
MALTESE CAPITAL MANAGEMENT LLC History No change 85,000 7,116 1.3% 1.3% 57 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 83,191 6,958 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 80,704 6,756 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 82,067 6,425 0.34% 0.4% 60 0 0.0% Q3 2026 Oct 30, 2026
Crestwood Advisors Group, LLC History Reduced 80,482 6,249 0.09% 0.1% 61 -42 -0.05% Q3 2026 Oct 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 73,806 6,179 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 65,348 5,470 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 65,123 5,452 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 64,142 5,370 0.04% 0.04% 65 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 63,882 5,348 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 63,582 5,324 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 55,150 4,617 0.09% 0.09% 68 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 54,980 4,602 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 24, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 52,328 4,380 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 51,361 4,299 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 51,316 4,296 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 06, 2026
DEUTSCHE BANK AG\ History No change 50,988 4,268 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 50,616 4,237 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 49,022 4,104 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 47,423 3,970 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 47,168 3,948 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 52,329 3,935 0.07% 0.07% 78 0 0.0% Q2 2026 Aug 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 49,800 3,898 0.14% 0.15% 79 0 0.0% Q3 2026 Oct 22, 2026
TWO SIGMA INVESTMENTS, LP History No change 46,190 3,867 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 44,515 3,726 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 44,461 3,722 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Siena Capital Partners GP, LLC History No change 42,370 3,547 0.86% 0.86% 83 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 41,953 3,512 0.05% 0.05% 84 0 0.0% Q2 2026 Aug 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 41,015 3,433 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 40,738 3,410 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 42,313 3,285 0.01% 0.0% 87 +10,181 31.68% Q3 2026 Nov 05, 2026
ISTHMUS PARTNERS, LLC History Added to 42,190 3,276 0.31% 0.34% 88 +130 0.31% Q3 2026 Oct 21, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 41,617 3,231 0.06% 0.53% 89 -338,106 -89.04% Q3 2026 Oct 13, 2026
WHITE PINE CAPITAL LLC History No change 38,160 3,194 0.75% 0.75% 90 0 0.0% Q2 2026 Aug 05, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 37,916 3,174 0.0% 0.0% 91 0 0.0% Q2 2026 Sep 23, 2026
Pathstone Holdings, LLC History No change 37,572 3,146 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 36,062 3,019 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 34,369 2,877 0.11% 0.11% 94 0 0.0% Q2 2026 Aug 10, 2026
GHP Investment Advisors, Inc. History Added to 36,557 2,838 0.11% 0.11% 95 +445 1.23% Q3 2026 Oct 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 36,191 2,810 0.01% 0.01% 96 +1,022 2.91% Q3 2026 Oct 22, 2026
Polaris Capital Management, LLC History No change 35,239 2,736 0.29% 0.28% 97 0 0.0% Q3 2026 Oct 21, 2026
CITIGROUP INC History Reduced 35,158 2,730 0.0% 0.0% 98 -15,847 -31.07% Q3 2026 Nov 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 33,831 2,609 0.0% 0.0% 99 +9,966 41.76% Q3 2026 Oct 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 33,090 2,569 0.17% 0.17% 100 +2,553 8.36% Q3 2026 Oct 22, 2026
RBF Capital, LLC History No change 30,000 2,511 0.1% 0.1% 101 0 0.0% Q2 2026 Aug 14, 2026
HENNESSY ADVISORS INC History Reduced 32,000 2,484 0.09% 0.09% 102 -2,000 -5.88% Q3 2026 Oct 28, 2026
Vanguard Global Advisers, LLC History No change 28,797 2,410 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 28,548 2,390 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History No change 28,389 2,376 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
SPINNAKER TRUST History No change 26,835 2,246 0.11% 0.11% 106 0 0.0% Q2 2026 Aug 03, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History New 28,279 2,195 0.04% — 107 +28,279 New Q3 2026 Oct 13, 2026
GLENMEDE TRUST CO NA History No change 25,879 2,166 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 10, 2026
LPL Financial LLC History No change 23,637 1,978 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 23,341 1,954 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
71 West Capital Partners History No change 24,953 1,937 0.06% 0.07% 111 0 0.0% Q3 2026 Nov 04, 2026
Illinois Municipal Retirement Fund History Reduced 24,441 1,897 0.02% 0.02% 112 -1,003 -3.94% Q3 2026 Nov 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 22,600 1,892 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History Reduced 23,173 1,799 0.03% 0.03% 114 -1,752 -7.03% Q3 2026 Oct 05, 2026
Jupiter Topco LLC History No change 21,482 1,798 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Stablepoint Partners, LLC History Reduced 23,097 1,793 0.24% 0.27% 116 -214 -0.92% Q3 2026 Nov 03, 2026
Carl P. Sherr & Co., LLC History No change 21,087 1,765 0.74% 0.74% 117 0 0.0% Q2 2026 Jul 31, 2026
HighTower Advisors, LLC History No change 20,930 1,752 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 05, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 20,746 1,736 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 19,684 1,647 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Kelly Financial Services LLC History Added to 20,777 1,613 0.35% 0.37% 121 +6 0.03% Q3 2026 Oct 20, 2026
Louisiana State Employees Retirement System History Reduced 20,200 1,568 0.02% 0.03% 122 -1,000 -4.72% Q3 2026 Oct 20, 2026
State of New Jersey Common Pension Fund D History Reduced 20,071 1,558 0.01% 0.01% 123 -5,158 -20.44% Q3 2026 Nov 05, 2026
EXCALIBUR MANAGEMENT CORP History No change 19,200 1,490 0.48% 0.53% 124 0 0.0% Q3 2026 Oct 30, 2026
Squarepoint Ops LLC History No change 17,448 1,460 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Integrated Quantitative Investments LLC History No change 17,211 1,440 0.24% 0.24% 126 0 0.0% Q2 2026 Aug 14, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 17,152 1,435 0.19% 0.19% 127 0 0.0% Q2 2026 Aug 14, 2026
Rosenthal | Henry Capital Advisors, Inc. History Added to 18,500 1,433 1.32% 0.11% 128 +17,000 1133.33% Q3 2026 Oct 27, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 17,011 1,424 0.31% 0.31% 129 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 16,351 1,368 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
GREAT LAKES ADVISORS, LLC History No change 16,137 1,350 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 15,386 1,288 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 15,132 1,266 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Added to 16,128 1,252 0.0% 0.0% 134 +4,209 35.31% Q3 2026 Nov 05, 2026
MEEDER ASSET MANAGEMENT INC History No change 14,384 1,204 0.06% 0.06% 135 0 0.0% Q2 2026 Aug 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,251 1,193 0.01% 0.01% 136 0 0.0% Q2 2026 Jul 23, 2026
Aries Wealth Management History No change 14,872 1,154 0.22% 0.24% 137 0 0.0% Q3 2026 Oct 23, 2026
ROYAL BANK OF CANADA History No change 13,525 1,133 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 13,429 1,124 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 13,104 1,097 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 12,952 1,084 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 12,651 1,059 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 13,611 1,056 0.01% 0.01% 143 +208 1.55% Q3 2026 Nov 03, 2026
Dean Capital Management History No change 12,458 1,042 0.38% 0.38% 144 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 12,420 1,040 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 12,245 1,025 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
WILLIAM JOHN SEMPOLINSKI History Reduced 12,939 1,004 0.39% 0.5% 147 -1,750 -11.91% Q3 2026 Oct 20, 2026
New England Research & Management, Inc. History No change 12,730 988 0.38% 0.41% 148 0 0.0% Q3 2026 Oct 16, 2026
Cresset Asset Management, LLC History No change 11,722 988 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Reduced 12,326 957 0.01% 0.01% 150 -677 -5.21% Q3 2026 Oct 23, 2026
MARSHALL WACE, LLP History No change 11,300 946 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 12,068 937 0.01% 0.01% 152 -941 -7.23% Q3 2026 Oct 22, 2026
State of Tennessee, Department of Treasury History No change 11,095 928 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 11,051 925 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
KLP KAPITALFORVALTNING AS History No change 10,942 922 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 10,858 909 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,565 884 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 11,161 866 0.0% 0.0% 158 -299 -2.61% Q3 2026 Nov 03, 2026
Vanguard Personalized Indexing Management, LLC History No change 10,288 861 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 11, 2026
Sanctuary Advisors, LLC History No change 10,070 843 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 10,636 825 0.01% 0.01% 161 -349 -3.18% Q3 2026 Oct 29, 2026
Maryland State Retirement & Pension System History Added to 10,510 816 0.01% 0.01% 162 +3,481 49.52% Q3 2026 Nov 05, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 9,128 764 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History Reduced 9,824 761 0.01% 0.01% 164 -7,872 -44.48% Q3 2026 Oct 15, 2026
Atom Investors LP History No change 8,966 750 0.07% 0.07% 165 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 8,938 748 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 8,850 740 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 19, 2026
PANAGORA ASSET MANAGEMENT INC History No change 8,634 722 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 06, 2026
Alliance Private Wealth, LLC History No change 9,238 717 0.27% 0.27% 169 0 0.0% Q3 2026 Oct 20, 2026
Amundi History No change 8,337 697 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 11, 2026
Sachetta, LLC History No change 7,518 629 0.31% 0.31% 171 0 0.0% Q2 2026 Jul 15, 2026
Jefferies Financial Group Inc. History Added to 8,100 628 0.0% 0.0% 172 +3,962 95.75% Q3 2026 Nov 05, 2026
MENDON CAPITAL ADVISORS CORP History No change 7,500 627 0.22% 0.22% 173 0 0.0% Q2 2026 Aug 11, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 7,433 622 0.06% 0.06% 174 0 0.0% Q2 2026 Jul 31, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 7,199 602 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History Reduced 7,649 593 0.0% 0.0% 176 -592 -7.18% Q3 2026 Nov 03, 2026
Brevan Howard Capital Management LP History No change 7,034 588 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 7,018 587 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 07, 2026
Legato Capital Management LLC History No change 6,497 543 0.04% 0.04% 179 0 0.0% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History No change 6,480 542 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 6,456 540 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 6,105 511 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 11, 2026
DRW Securities, LLC History No change 6,095 510 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 6,009 503 0.0% 0.0% 184 0 0.0% Q2 2026 Oct 27, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 6,446 500 0.01% 0.01% 185 +162 2.58% Q3 2026 Oct 27, 2026
Cambridge Investment Research Advisors, Inc. History Added to 6,389 496 0.0% 0.0% 186 +3 0.05% Q3 2026 Nov 02, 2026
Jain Global LLC History No change 5,931 496 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 6,332 495 0.03% 0.03% 188 +30 0.48% Q3 2026 Oct 23, 2026
Atria Investments, Inc History Reduced 6,327 491 0.0% 0.01% 189 -258 -3.92% Q3 2026 Oct 15, 2026
CIBC Bancorp USA Inc. History No change 5,657 473 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 5,606 469 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 5,958 466 0.0% 0.0% 192 +15 0.25% Q3 2026 Oct 20, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,412 453 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 10, 2026
Independence Financial Advisors, LLC History Added to 5,769 447 0.11% 0.12% 194 +35 0.61% Q3 2026 Oct 08, 2026
US BANCORP \DE\ History Added to 5,681 441 0.0% 0.0% 195 +293 5.44% Q3 2026 Nov 05, 2026
COMMERCE BANK History No change 5,218 436 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 12, 2026
Medallion Wealth Advisors, LLC History No change 5,038 421 0.13% 0.13% 197 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 5,406 419 0.0% 0.0% 198 -130 -2.35% Q3 2026 Oct 23, 2026
MML INVESTORS SERVICES, LLC History No change 4,607 385 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 07, 2026
Ensign Peak Advisors, Inc History No change 4,574 382 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 4,454 372 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Reduced 4,690 364 0.0% 0.0% 202 -213 -4.34% Q3 2026 Nov 03, 2026
Tidal Investments LLC History No change 4,345 363 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 4,480 347 0.0% 0.0% 204 +276 6.57% Q3 2026 Nov 02, 2026
Integrated Wealth Concepts LLC History No change 4,086 342 0.0% 0.0% 205 0 0.0% Q2 2026 Sep 08, 2026
BridgePort Financial Solutions, LLC History Reduced 4,386 340 0.08% 0.09% 207 -5 -0.11% Q3 2026 Nov 02, 2026
CABOT WEALTH MANAGEMENT INC History No change 4,384 340 0.03% 0.04% 206 0 0.0% Q3 2026 Nov 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,984 333 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 13, 2026
SIT INVESTMENT ASSOCIATES INC History No change 3,965 332 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 12, 2026
Two Point Capital Management, Inc. History Reduced 4,234 328 0.15% 0.17% 210 -950 -18.33% Q3 2026 Oct 16, 2026
PLIMOTH TRUST CO LLC History Reduced 4,085 317 0.06% 0.1% 211 -2,020 -33.09% Q3 2026 Oct 26, 2026
Teza Capital Management LLC History Added to 4,089 317 0.28% 0.52% 212 +884 27.58% Q3 2026 Oct 23, 2026
MILLENNIUM MANAGEMENT LLC History No change 3,743 313 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 3,712 310 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 3,605 301 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 10, 2026
Abel Hall, LLC History Added to 3,834 297 0.05% 0.05% 216 +28 0.74% Q3 2026 Oct 19, 2026
MQS Management LLC History No change 3,524 295 0.36% 0.36% 217 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 3,491 292 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 27, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 3,364 281 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 3,275 274 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 3,238 271 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 12, 2026
SALZHAUER MICHAEL History No change 3,462 268 0.11% 0.1% 222 0 0.0% Q3 2026 Oct 27, 2026
FIDUCIARY TRUST CO History No change 3,195 267 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
PROFUND ADVISORS LLC History Reduced 3,308 256 0.01% 0.01% 224 -399 -10.76% Q3 2026 Oct 28, 2026
Bollard Group LLC History No change 3,055 256 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 3,030 253 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 3,200 248 0.0% 0.01% 227 -11,200 -77.78% Q3 2026 Oct 28, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 2,967 248 0.02% 0.02% 228 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History Added to 3,145 244 0.0% 0.0% 230 +479 17.97% Q3 2026 Oct 23, 2026
CIBC Asset Management Inc History Reduced 3,153 244 0.0% 0.0% 229 -19 -0.6% Q3 2026 Nov 05, 2026
STRS OHIO History Added to 3,100 240 0.0% 0.0% 231 +900 40.91% Q3 2026 Oct 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 3,063 237 0.0% 0.0% 232 +56 1.86% Q3 2026 Nov 04, 2026
Swiss Life Asset Management Ltd History No change 3,020 234 0.0% 0.0% 233 0 0.0% Q3 2026 Nov 03, 2026
Moss Adams Wealth Advisors LLC History New 2,942 230 0.01% — 235 +2,942 New Q3 2026 Oct 28, 2026
Vident Advisory, LLC History No change 2,750 230 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 2,705 226 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 12, 2026
55 North Private Wealth, LLC History Added to 2,878 223 0.04% 0.05% 237 +133 4.85% Q3 2026 Oct 20, 2026
NICHOLS & PRATT ADVISERS LLP /MA History No change 2,750 217 0.01% 0.01% 238 0 0.0% Q3 2026 Oct 13, 2026
Waverly Advisors, LLC History No change 2,595 217 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
Napier Financial, LLC History No change 2,567 214 0.04% 0.04% 240 0 0.0% Q2 2026 Jul 31, 2026
OSAIC HOLDINGS, INC. History No change 2,554 213 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
Impact Capital Partners LLC History Added to 2,737 212 0.06% 0.06% 242 +136 5.23% Q3 2026 Oct 22, 2026
Sequoia Financial Advisors, LLC History No change 2,519 210 0.0% 0.0% 243 0 0.0% Q2 2026 Jul 17, 2026
OneDigital Investment Advisors LLC History No change 2,444 204 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 06, 2026
DnB Asset Management AS History No change 2,410 201 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 11, 2026
Summit Trail Advisors, LLC History No change 2,405 201 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 2,571 199 0.0% — 247 +2,571 New Q3 2026 Oct 28, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 2,454 190 0.02% 0.02% 248 +12 0.49% Q3 2026 Oct 27, 2026
ST GERMAIN D J CO INC History No change 2,239 187 0.01% 0.01% 249 0 0.0% Q2 2026 Jul 21, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,175 185 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 2,048 171 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 1,944 162 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 1,932 161 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 2,000 155 0.03% 0.04% 254 0 0.0% Q3 2026 Nov 03, 2026
Freestone Grove Partners LP History No change 1,744 146 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 1,673 140 0.0% 0.0% 256 0 0.0% Q2 2026 Sep 08, 2026
KBC Group NV History No change 1,780 138 0.0% 0.0% 257 0 0.0% Q3 2026 Oct 22, 2026
Global Retirement Partners, LLC History No change 1,655 138 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History Added to 1,270 98 0.0% 0.0% 259 +168 15.25% Q3 2026 Oct 08, 2026
Sterling Capital Management LLC History Reduced 941 73 0.0% 0.0% 260 -48 -4.85% Q3 2026 Oct 22, 2026
CULLEN/FROST BANKERS, INC. History Added to 930 72 0.0% 0.0% 261 +145 18.47% Q3 2026 Oct 28, 2026
EverSource Wealth Advisors, LLC History Added to 707 54 0.0% 0.0% 262 +57 8.77% Q3 2026 Nov 04, 2026
S&T BANK/PA History No change 631 52 0.02% 0.02% 263 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History Added to 650 50 0.0% 0.0% 264 +14 2.2% Q3 2026 Oct 21, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 574 48 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 17, 2026
Strategic Wealth Partners, Ltd. History No change 565 47 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 536 45 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 539 44 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 504 42 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 483 37 0.0% 0.0% 270 0 0.0% Q3 2026 Oct 09, 2026
Optiver Holding B.V. History No change 437 36 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 12, 2026
Canton Hathaway, LLC History No change 424 32 0.01% 0.01% 272 0 0.0% Q3 2026 Oct 23, 2026
Versant Capital Management, Inc History Added to 410 31 0.0% 0.0% 273 +9 2.24% Q3 2026 Oct 01, 2026
Caitong International Asset Management Co., Ltd History New 370 28 0.0% — 274 +370 New Q3 2026 Oct 29, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 354 27 0.0% 0.0% 277 -25 -6.6% Q3 2026 Oct 09, 2026
Kemnay Advisory Services Inc. History No change 334 27 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 358 27 0.0% 0.0% 276 0 0.0% Q3 2026 Oct 29, 2026
Piscataqua Savings Bank History No change 342 26 0.02% 0.02% 278 0 0.0% Q3 2026 Oct 21, 2026
HARBOUR INVESTMENTS, INC. History No change 302 25 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 306 25 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 13, 2026
Cedar Mountain Advisors, LLC History No change 298 23 0.0% 0.0% 281 0 0.0% Q3 2026 Oct 15, 2026
Root Financial Partners, LLC History New 296 22 0.0% — 282 +296 New Q3 2026 Oct 21, 2026
Bare Financial Services, Inc History Added to 258 20 0.0% 0.0% 283 +16 6.61% Q3 2026 Nov 04, 2026
Basecamp Wealth Advisors LLC History No change 249 20 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History Reduced 240 18 0.0% 0.0% 285 -265 -52.48% Q3 2026 Oct 26, 2026
SJS Investment Consulting Inc. History Reduced 224 17 0.0% 0.0% 286 -2 -0.88% Q3 2026 Oct 26, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 200 16 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History Added to 201 15 0.0% 0.0% 288 +45 28.85% Q3 2026 Oct 14, 2026
HighMark Wealth Management LLC History No change 188 15 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Reduced 191 14 0.0% 0.0% 291 -1,367 -87.74% Q3 2026 Oct 08, 2026
Covestor Ltd History Reduced 186 14 0.01% 0.01% 290 -67 -26.48% Q3 2026 Oct 30, 2026
HUNTINGTON NATIONAL BANK History No change 159 13 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 13, 2026
Harbor Asset Planning, Inc. History No change 161 12 0.01% 0.01% 293 0 0.0% Q3 2026 Oct 23, 2026
1620 INVESTMENT ADVISORS, INC. History No change 143 11 0.01% 0.01% 294 0 0.0% Q3 2026 Nov 04, 2026
True Wealth Design, LLC History No change 146 11 0.0% 0.0% 295 0 0.0% Q3 2026 Oct 13, 2026
Ares Financial Consulting, LLC History No change 147 11 0.01% 0.01% 296 0 0.0% Q3 2026 Oct 19, 2026
Larson Financial Group LLC History Reduced 138 10 0.0% 0.0% 298 -17 -10.97% Q3 2026 Nov 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 131 10 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 06, 2026
SOA Wealth Advisors, LLC. History No change 128 10 0.0% 0.0% 299 0 0.0% Q2 2026 Jul 21, 2026
WPG Advisers, LLC History No change 119 9 0.0% 0.01% 300 0 0.0% Q3 2026 Oct 27, 2026
DANSKE BANK A/S History No change 100 8 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 105 8 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 86 6 0.0% 0.0% 303 -75 -46.58% Q3 2026 Oct 05, 2026
Parkside Financial Bank & Trust History Added to 68 5 0.0% 0.0% 304 +10 17.24% Q3 2026 Oct 27, 2026
Prestige Wealth Management Group LLC History No change 71 5 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 66 5 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 07, 2026
High Note Wealth, LLC History No change 72 5 0.0% 0.0% 307 0 0.0% Q3 2026 Oct 27, 2026
Continuum Advisory, LLC History No change 70 5 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 06, 2026
Quarry LP History No change 69 5 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 71 5 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History Added to 59 4 0.0% 0.0% 312 +7 13.46% Q3 2026 Nov 05, 2026
Fortitude Family Office, LLC History Added to 60 4 0.0% 0.0% 311 +4 7.14% Q3 2026 Oct 14, 2026
Essential Partners LLC History No change 54 4 0.0% 0.0% 313 0 0.0% Q3 2026 Oct 14, 2026
Provenance Wealth Advisors, LLC History New 46 3 0.0% — 318 +46 New Q3 2026 Oct 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 46 3 0.0% 0.0% 314 +19 70.37% Q3 2026 Oct 22, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 42 3 0.0% 0.0% 315 0 0.0% Q2 2026 Jul 27, 2026
JFS WEALTH ADVISORS, LLC History No change 41 3 0.0% 0.0% 316 0 0.0% Q3 2026 Nov 03, 2026
Blue Trust, Inc. History No change 45 3 0.0% 0.0% 317 0 0.0% Q3 2026 Oct 15, 2026
Ascentis Wealth Management, LLC History New 38 2 0.0% — 325 +38 New Q3 2026 Nov 03, 2026
GK Wealth Management LLC History New 34 2 0.0% — 326 +34 New Q3 2026 Oct 09, 2026
Creative Capital Management Investments LLC History Added to 34 2 0.0% 0.0% 321 +18 112.5% Q3 2026 Oct 27, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 26 2 0.0% 0.0% 319 0 0.0% Q2 2026 Oct 30, 2026
Clearstead Advisors, LLC History No change 28 2 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 28 2 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 36 2 0.0% 0.0% 323 0 0.0% Q3 2026 Oct 16, 2026
BFC Planning, Inc. History No change 26 2 0.0% 0.0% 324 0 0.0% Q2 2026 Oct 29, 2026
PRIVATE TRUST CO NA History Added to 25 1 0.0% 0.0% 327 +4 19.05% Q3 2026 Oct 20, 2026
Private Wealth Management Group, LLC History Reduced 25 1 0.0% 0.0% 331 -2 -7.41% Q3 2026 Oct 19, 2026
Transamerica Financial Advisors, LLC History No change 15 1 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 24 1 0.0% 0.0% 329 0 0.0% Q3 2026 Oct 16, 2026
Physician Wealth Advisors, Inc. History No change 15 1 0.0% 0.0% 330 0 0.0% Q3 2026 Oct 20, 2026
Rialto Wealth Management, LLC History No change 15 1 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 11, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.05% — -28,993 -100.0% Q3 2026 Oct 16, 2026
MY Wealth Management Inc. History Closed out 0 0 — 0.27% — -10,757 -100.0% Q3 2026 Oct 21, 2026
Revolve Wealth Partners, LLC History Closed out 0 0 — 0.02% — -2,645 -100.0% Q3 2026 Oct 23, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Closed out 0 0 — 0.0% — -927 -100.0% Q3 2026 Oct 26, 2026
Fulcrum Asset Management LLP History Closed out 0 0 — 0.0% — -88 -100.0% Q3 2026 Nov 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Closed out 0 0 — 0.0% — -71 -100.0% Q3 2026 Nov 04, 2026
TRUST CO OF VERMONT History Closed out 0 0 — 0.0% — -48 -100.0% Q3 2026 Oct 21, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.0% — -19 -100.0% Q3 2026 Oct 23, 2026
Washington Trust Advisors, Inc. History Closed out 0 0 — 0.0% — -19 -100.0% Q3 2026 Oct 22, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2026 Nov 03, 2026
VALLEY NATIONAL ADVISERS INC History New 11 0 — — — +11 New Q3 2026 Oct 23, 2026
SBI Securities Co., Ltd. History Added to 12 0 — — — +10 500.0% Q3 2026 Oct 21, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2026 Nov 04, 2026
UMB Private Wealth Management, LLC History New 5 0 — — — +5 New Q3 2026 Oct 19, 2026
Navigoe, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Nov 03, 2026
Bay Harbor Wealth Management, LLC History Added to 9 0 — — — +3 50.0% Q3 2026 Nov 03, 2026
FINANCIAL CONSULATE, INC History New 3 0 — — — +3 New Q3 2026 Oct 23, 2026
DecisionPoint Financial, LLC History Added to 3 0 — — — +2 200.0% Q3 2026 Oct 27, 2026
Davis Capital Management History Reduced 2 0 — — — -1 -33.33% Q3 2026 Oct 08, 2026
Rossby Financial, LCC History Reduced 8 0 — — — -1 -11.11% Q3 2026 Nov 05, 2026
SIGNATUREFD, LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 10 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Spire Wealth Management History No change 12 0 — 0.0% — 0 0.0% Q3 2026 Oct 30, 2026
Bell Investment Advisors, Inc History No change 11 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
DiNuzzo Private Wealth, Inc. History No change 8 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
LRI Investments, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Ankerstar Wealth, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 12 0 — 0.0% — 0 0.0% Q3 2026 Oct 09, 2026
HFM Investment Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Torren Management, LLC History No change 11 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Signature Equity Partners, LLC History No change 7 0 — — — 0 0.0% Q3 2026 Oct 29, 2026