IONIS PHARMACEUTICALS INC - IONS

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 24,631,956 1,953,067 0.08% 0.08% 1 0 0.0% Q2 2026 Aug 13, 2026
Capital World Investors History No change 21,669,226 1,718,152 0.2% 0.2% 2 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 10,704,660 848,772 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 7,859,529 623,182 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 7,651,415 606,680 0.1% 0.1% 5 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 7,211,497 571,799 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 6,252,342 495,748 0.36% 0.36% 7 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 6,182,479 490,209 0.07% 0.07% 8 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 4,334,848 343,710 0.01% 0.01% 9 0 0.0% Q2 2026 Sep 22, 2026
T. Rowe Price Investment Management, Inc. History No change 3,959,372 313,939 0.21% 0.21% 10 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,584,024 294,752 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 3,184,500 252,500 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 3,001,717 242,826 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 12, 2026
Artisan Partners Limited Partnership History No change 2,640,024 209,327 0.33% 0.33% 14 0 0.0% Q2 2026 Aug 13, 2026
Tweedy, Browne Co LLC History No change 2,280,311 180,805 13.7% 13.7% 15 0 0.0% Q2 2026 Aug 07, 2026
Deep Track Capital, LP History No change 2,200,000 174,438 2.54% 2.54% 16 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,126,339 168,597 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 2,109,945 167,297 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
BAKER BROS. ADVISORS LP History No change 2,047,727 162,364 0.81% 0.81% 19 0 0.0% Q2 2026 Aug 14, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History No change 1,979,669 156,967 1.64% 1.64% 20 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,947,076 154,383 0.07% 0.07% 21 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 1,653,136 131,077 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 1,623,377 128,717 0.03% 0.03% 23 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,605,054 127,264 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,602,347 127,050 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 1,596,998 126,981 0.12% 0.12% 26 0 0.0% Q2 2026 Jul 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,454,672 115,340 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 13, 2026
Polar Capital Holdings Plc History No change 1,454,021 115,289 0.27% 0.27% 28 0 0.0% Q2 2026 Aug 14, 2026
Alyeska Investment Group, L.P. History No change 1,417,916 112,426 0.29% 0.29% 29 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 1,300,392 103,108 0.15% 0.15% 30 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,281,444 101,605 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 1,120,707 88,860 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,060,845 84,114 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 13, 2026
Caption Management, LLC History No change 977,659 77,518 0.36% 0.36% 34 0 0.0% Q2 2026 Aug 14, 2026
Bellevue Group AG History No change 972,258 77,090 1.62% 1.62% 35 0 0.0% Q2 2026 Aug 14, 2026
GROUPAMA ASSET MANAGMENT History No change 937,083 75,195 0.95% 0.95% 36 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 913,610 72,440 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 855,284 67,815 0.01% 0.01% 38 0 0.0% Q2 2026 Sep 02, 2026
Capital International Investors History No change 823,764 65,316 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 12, 2026
Davern Capital Partners, LP History No change 798,709 63,329 10.8% 10.8% 40 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 790,990 62,717 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History No change 787,263 62,422 1.1% 1.1% 42 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 746,966 59,227 0.46% 0.46% 43 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 734,219 58,216 0.06% 0.06% 44 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 726,282 57,586 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 11, 2026
Ikarian Capital, LLC History No change 700,000 55,503 5.98% 5.98% 46 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 684,236 54,253 0.1% 0.1% 47 0 0.0% Q2 2026 Aug 12, 2026
Eversept Partners, LP History No change 664,684 52,702 2.73% 2.73% 48 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 655,454 51,970 0.22% 0.22% 49 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 651,816 51,682 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 03, 2026
Neuberger Berman Group LLC History No change 633,533 50,232 0.03% 0.03% 51 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 632,028 50,113 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 624,874 49,546 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 13, 2026
TimesSquare Capital Management, LLC History No change 614,070 48,689 0.72% 0.72% 54 0 0.0% Q2 2026 Aug 07, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 575,000 45,591 0.61% 0.61% 55 0 0.0% Q2 2026 Aug 14, 2026
PERCEPTIVE ADVISORS LLC History No change 566,000 44,878 0.67% 0.67% 56 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 559,414 44,355 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 546,372 43,321 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 542,454 43,011 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 06, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 522,317 41,414 0.11% 0.11% 60 0 0.0% Q2 2026 Aug 14, 2026
BOONE CAPITAL MANAGEMENT LLC History No change 519,977 41,228 9.64% 9.64% 61 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 500,050 39,648 0.05% 0.05% 62 0 0.0% Q2 2026 Jul 29, 2026
NOMURA HOLDINGS INC History No change 461,592 36,599 0.04% 0.04% 63 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 454,649 36,049 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 13, 2026
Candriam S.C.A. History No change 445,019 35,251 0.16% 0.16% 65 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 427,197 33,872 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 11, 2026
PINNACLE ASSOCIATES LTD History No change 419,752 33,282 0.36% 0.36% 67 0 0.0% Q2 2026 Aug 03, 2026
D. E. Shaw & Co., Inc. History No change 384,541 30,490 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 383,211 30,385 0.09% 0.09% 69 0 0.0% Q2 2026 Jul 10, 2026
C WorldWide Group Holding A/S History No change 366,000 29,020 0.7% 0.7% 70 0 0.0% Q2 2026 Aug 04, 2026
TD ASSET MANAGEMENT INC History No change 340,548 27,002 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 04, 2026
Freestone Grove Partners LP History No change 339,967 26,955 0.17% 0.17% 72 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 333,952 26,479 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 14, 2026
Capital Research Global Investors History No change 331,936 26,319 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 12, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 329,554 26,130 0.12% 0.12% 75 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 340,450 25,564 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
Carmignac Gestion History No change 321,000 25,452 0.33% 0.33% 77 0 0.0% Q2 2026 Aug 13, 2026
Privium Fund Management B.V. History No change 319,924 25,366 4.66% 4.66% 78 0 0.0% Q2 2026 Aug 07, 2026
Swiss National Bank History No change 315,000 24,976 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 11, 2026
Jump Financial, LLC History No change 306,330 24,288 0.2% 0.2% 80 0 0.0% Q2 2026 Aug 13, 2026
ARK Investment Management LLC History No change 300,770 23,848 0.15% 0.15% 81 0 0.0% Q2 2026 Aug 14, 2026
Integral Health Asset Management, LLC History No change 300,000 23,787 0.94% 0.94% 82 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 299,184 23,722 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 283,960 22,515 0.11% 0.11% 84 0 0.0% Q2 2026 Jul 13, 2026
Aberdeen Group plc History No change 277,400 21,995 0.03% 0.03% 85 0 0.0% Q2 2026 Jul 31, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 270,843 21,475 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 256,046 20,301 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 03, 2026
IMC-Chicago, LLC History No change 252,700 20,036 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 06, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 252,215 19,998 0.26% 0.26% 89 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 237,348 18,819 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 233,499 18,514 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 226,213 17,936 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 223,608 17,729 0.23% 0.23% 93 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 223,142 17,692 0.09% 0.09% 94 0 0.0% Q2 2026 Aug 14, 2026
Orion Investment Co History No change 220,335 17,470 5.1% 5.1% 95 0 0.0% Q2 2026 Aug 11, 2026
Life Cycle Investment Partners Ltd History No change 219,896 17,435 0.08% 0.08% 96 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 206,853 16,401 0.19% 0.19% 97 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 202,983 16,094 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 196,661 15,593 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 27, 2026
Eagle Health Investments LP History No change 194,577 15,428 2.56% 2.56% 100 0 0.0% Q2 2026 Aug 10, 2026
SIG BROKERAGE, LP History No change 190,000 15,065 0.29% 0.29% 101 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 188,402 15,046 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 14, 2026
SECTOR GAMMA AS History No change 189,468 15,022 3.26% 3.26% 103 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 186,798 14,810 0.03% 0.03% 104 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 180,949 14,347 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 24, 2026
Polymer Capital Management (HK) LTD History No change 177,897 14,105 0.71% 0.71% 106 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 169,614 13,448 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 07, 2026
ADAR1 Capital Management, LLC History No change 166,286 13,184 0.6% 0.6% 108 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 164,911 13,075 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 11, 2026
Sicart Associates LLC History No change 160,694 12,741 3.12% 3.12% 110 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 155,088 12,296 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 13, 2026
CSS LLC/IL History No change 152,289 12,074 0.47% 0.47% 112 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 151,301 11,996 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 150,000 11,893 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 147,917 11,728 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 12, 2026
Hudson Bay Capital Management LP History No change 145,000 11,497 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 14, 2026
Artia Global Partners LP History No change 144,376 11,447 2.11% 2.11% 117 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 137,184 10,877 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 04, 2026
Atle Fund Management AB History No change 137,131 10,873 2.93% 2.93% 119 0 0.0% Q2 2026 Jul 24, 2026
LAZARD ASSET MANAGEMENT LLC History No change 132,480 10,504 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 131,818 10,451 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History No change 127,868 10,138 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 122,804 9,738 0.18% 0.18% 123 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 121,252 9,614 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 120,678 9,568 0.01% 0.01% 125 0 0.0% Q2 2026 Sep 09, 2026
BRAIDWELL LP History No change 116,762 9,258 0.34% 0.34% 126 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 114,359 9,067 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
SEB Asset Management AB History No change 114,334 9,065 0.03% 0.03% 128 0 0.0% Q2 2026 Aug 04, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 113,320 8,985 0.12% 0.12% 129 0 0.0% Q2 2026 Aug 10, 2026
Squarepoint Ops LLC History No change 109,379 8,672 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 107,600 8,531 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 106,893 8,475 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 106,342 8,431 0.15% 0.15% 133 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History No change 100,000 7,929 0.22% 0.22% 134 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 98,124 7,780 0.0% 0.0% 135 0 0.0% Q2 2026 Sep 23, 2026
Tetragon Partners GP Ltd History No change 97,173 7,704 1.21% 1.21% 136 0 0.0% Q2 2026 Aug 12, 2026
Swedbank AB History No change 95,666 7,585 0.01% 0.01% 137 0 0.0% Q2 2026 Jul 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 94,492 7,492 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 90,589 7,183 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 10, 2026
CenterBook Partners LP History No change 89,280 7,079 0.35% 0.35% 140 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 88,182 6,991 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
Exome Asset Management LLC History No change 88,177 6,991 4.31% 4.31% 142 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 87,600 6,945 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History No change 93,807 6,777 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 05, 2026
DIMENSIONAL FUND ADVISORS LP History No change 84,748 6,719 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 81,319 6,447 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 06, 2026
J. Goldman & Co LP History No change 79,966 6,340 0.16% 0.16% 147 0 0.0% Q2 2026 Aug 14, 2026
FRED ALGER MANAGEMENT, LLC History No change 78,932 6,258 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 14, 2026
China Universal Asset Management Co., Ltd. History No change 76,302 6,049 0.36% 0.36% 149 0 0.0% Q2 2026 Jul 24, 2026
Police & Firemen's Retirement System of New Jersey History No change 75,061 5,951 0.04% 0.04% 150 0 0.0% Q2 2026 Jul 23, 2026
SG Americas Securities, LLC History No change 74,589 5,914 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
Erste Asset Management GmbH History No change 71,800 5,793 0.05% 0.05% 152 0 0.0% Q2 2026 Jul 28, 2026
Future Fund LLC History No change 71,362 5,658 1.62% 1.62% 153 0 0.0% Q2 2026 Aug 12, 2026
Hillsdale Investment Management Inc. History No change 70,900 5,621 0.13% 0.13% 154 0 0.0% Q2 2026 Aug 12, 2026
Treasurer of the State of North Carolina History No change 70,021 5,552 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 68,548 5,435 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 68,191 5,407 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 67,705 5,368 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 67,374 5,342 0.11% 0.11% 159 0 0.0% Q2 2026 Jul 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 67,340 5,339 0.05% 0.05% 160 0 0.0% Q2 2026 Aug 10, 2026
GREAT LAKES ADVISORS, LLC History No change 66,924 5,306 0.04% 0.04% 161 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 66,303 5,257 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 65,967 5,230 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Global Advisers, LLC History No change 65,858 5,221 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 65,077 5,159 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 64,914 5,147 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 63,396 5,026 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 62,743 4,975 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 61,125 4,846 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 06, 2026
Stanley-Laman Group, Ltd. History No change 60,842 4,824 0.49% 0.49% 170 0 0.0% Q2 2026 Aug 05, 2026
XTX Topco Ltd History No change 60,776 4,818 0.06% 0.06% 171 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 58,865 4,749 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
Rhenman & Partners Asset Management AB History No change 59,900 4,749 0.45% 0.45% 173 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 84,984 4,699 0.35% 0.35% 174 0 0.0% Q2 2026 Jul 29, 2026
Edgestream Partners, L.P. History No change 56,715 4,496 0.13% 0.13% 175 0 0.0% Q2 2026 Aug 11, 2026
One Capital Management, LLC History No change 58,939 4,425 0.12% 0.12% 176 0 0.0% Q2 2026 Aug 13, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History No change 53,795 4,265 0.13% 0.13% 177 0 0.0% Q2 2026 Jul 23, 2026
NICOLA WEALTH MANAGEMENT LTD. History No change 52,000 4,123 0.47% 0.47% 178 0 0.0% Q2 2026 Aug 06, 2026
KBC Group NV History No change 51,127 4,054 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 05, 2026
PEAK6 LLC History No change 50,760 4,024 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History No change 50,743 4,023 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 04, 2026
Creative Planning History No change 50,554 4,008 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
Campbell & CO Investment Adviser LLC History No change 49,632 3,935 0.21% 0.21% 183 0 0.0% Q2 2026 Aug 03, 2026
CAPITAL COUNSEL LLC/NY History No change 49,580 3,931 0.15% 0.15% 184 0 0.0% Q2 2026 Aug 12, 2026
Tidal Investments LLC History No change 49,178 3,899 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 48,976 3,883 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 47,442 3,851 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 47,836 3,792 0.0% 0.0% 188 0 0.0% Q2 2026 Jul 30, 2026
Amova Asset Management Americas, Inc. History No change 47,656 3,778 0.05% 0.05% 189 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 46,862 3,715 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 17, 2026
Coppell Advisory Solutions LLC History No change 26 3,696 0.31% 0.31% 191 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 44,728 3,546 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History No change 43,302 3,433 0.02% 0.02% 193 0 0.0% Q2 2026 Aug 07, 2026
Aquatic Capital Management LLC History No change 42,581 3,376 0.12% 0.12% 194 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 41,405 3,283 0.02% 0.02% 195 0 0.0% Q2 2026 Aug 12, 2026
Assenagon Asset Management S.A. History No change 40,927 3,245 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 08, 2026
DLD Asset Management, LP History No change 40,000 3,172 0.21% 0.21% 197 0 0.0% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History No change 39,400 3,124 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 38,665 3,065 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 38,627 3,062 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Investments Australia, Ltd. History No change 38,557 3,057 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 13, 2026
STRS OHIO History No change 38,166 3,026 0.01% 0.01% 202 0 0.0% Q2 2026 Jul 30, 2026
Rafferty Asset Management, LLC History No change 37,648 2,985 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 14, 2026
DCF Advisers, LLC History No change 37,500 2,973 0.53% 0.53% 204 0 0.0% Q2 2026 Aug 10, 2026
Raiffeisen Bank International AG History No change 36,754 2,963 0.03% 0.03% 205 0 0.0% Q2 2026 Aug 03, 2026
GRANDFIELD & DODD, LLC History No change 37,077 2,939 0.15% 0.15% 206 0 0.0% Q2 2026 Aug 07, 2026
KLP KAPITALFORVALTNING AS History No change 37,000 2,933 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 12, 2026
Entropy Technologies, LP History No change 36,815 2,919 0.12% 0.12% 208 0 0.0% Q2 2026 Aug 13, 2026
DeepCurrents Investment Group LLC History No change 36,212 2,871 0.09% 0.09% 209 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 35,645 2,826 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 35,338 2,801 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 12, 2026
Point72 Asset Management, L.P. History No change 34,200 2,711 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 34,004 2,696 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 33,300 2,640 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 32,931 2,611 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History No change 31,679 2,511 0.03% 0.03% 216 0 0.0% Q2 2026 Jul 29, 2026
BLAIR WILLIAM & CO/IL History No change 31,606 2,506 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 11, 2026
Trexquant Investment LP History No change 31,538 2,500 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 31,299 2,481 0.02% 0.02% 219 0 0.0% Q2 2026 Aug 11, 2026
Walleye Capital LLC History No change 31,002 2,458 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 03, 2026
Calamos Advisors LLC History No change 29,358 2,327 0.01% 0.01% 221 0 0.0% Q2 2026 Jul 31, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 29,105 2,307 0.05% 0.05% 222 0 0.0% Q2 2026 Jul 31, 2026
BLB&B Advisors, LLC History No change 28,570 2,265 0.08% 0.08% 223 0 0.0% Q2 2026 Aug 05, 2026
LPL Financial LLC History No change 27,868 2,209 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 07, 2026
XPONANCE LLC History No change 26,687 2,116 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 26,041 2,064 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 10, 2026
JUPITER ASSET MANAGEMENT LTD History No change 25,949 2,057 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 10, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 25,727 2,040 0.02% 0.02% 228 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 24,870 1,971 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 24,515 1,941 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
INCEPTIONR LLC History No change 24,251 1,922 0.47% 0.47% 231 0 0.0% Q2 2026 Aug 10, 2026
Dana Investment Advisors, Inc. History No change 23,272 1,845 0.05% 0.05% 232 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 22,059 1,749 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 21,945 1,740 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 21,808 1,729 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 12, 2026
Nicollet Investment Management, Inc. History No change 20,240 1,605 0.5% 0.5% 236 0 0.0% Q2 2026 Aug 05, 2026
Amundi History No change 20,190 1,600 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 11, 2026
PROFUND ADVISORS LLC History No change 18,321 1,452 0.04% 0.04% 238 0 0.0% Q2 2026 Aug 11, 2026
DnB Asset Management AS History No change 17,986 1,426 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 11, 2026
GSA CAPITAL PARTNERS LLP History No change 17,306 1,372 0.09% 0.09% 240 0 0.0% Q2 2026 Aug 06, 2026
ALLSTATE CORP History No change 16,943 1,343 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 16,717 1,325 0.02% 0.02% 242 0 0.0% Q2 2026 Aug 14, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 16,560 1,313 0.05% 0.05% 243 0 0.0% Q2 2026 Aug 18, 2026
BIT Capital GmbH History No change 16,300 1,292 0.04% 0.04% 244 0 0.0% Q2 2026 Aug 12, 2026
Allianz Asset Management GmbH History No change 16,129 1,278 0.0% 0.0% 245 0 0.0% Q2 2026 Sep 02, 2026
Virtus Investment Advisers, LLC History No change 15,870 1,258 0.29% 0.29% 246 0 0.0% Q2 2026 Aug 11, 2026
BROWN ADVISORY INC History No change 15,846 1,256 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 15,819 1,254 0.08% 0.08% 248 0 0.0% Q2 2026 Jul 31, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 15,511 1,229 0.08% 0.08% 249 0 0.0% Q2 2026 Aug 14, 2026
AlphaCentric Advisors LLC History No change 15,430 1,223 1.04% 1.04% 250 0 0.0% Q2 2026 Jul 24, 2026
Engineers Gate Manager LP History No change 14,840 1,176 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 14,800 1,173 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 14,793 1,172 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 14,185 1,124 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 14,068 1,115 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 28, 2026
BAMCO INC /NY/ History No change 14,000 1,110 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 13,931 1,104 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 11, 2026
FORA Capital, LLC History No change 13,833 1,097 0.08% 0.08% 258 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 13,752 1,090 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 03, 2026
Dynasty Wealth Management, LLC History No change 13,661 1,083 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 13,446 1,066 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 13,400 1,062 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 25, 2026
Westmount Partners, LLC History No change 12,961 1,027 0.22% 0.22% 263 0 0.0% Q2 2026 Jul 07, 2026
SBI Okasan Asset Management Co.Ltd. History No change 12,600 1,016 0.03% 0.03% 264 0 0.0% Q2 2026 Jul 21, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 12,801 1,014 0.15% 0.15% 265 0 0.0% Q2 2026 Aug 10, 2026
Man Group plc History No change 12,361 980 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 14, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 12,338 978 0.21% 0.21% 267 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 12,017 952 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 11,933 946 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 11, 2026
COMMERCE BANK History No change 11,681 926 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 12, 2026
AMALGAMATED BANK History No change 11,519 913 0.01% 0.01% 271 0 0.0% Q2 2026 Jul 23, 2026
Militia Capital Management LLC History No change 11,400 903 0.03% 0.03% 272 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 10,925 866 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 12, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 10,904 864 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 11, 2026
MONTANOVA CAPITAL, LLC History No change 10,800 856 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 10,653 844 0.05% 0.05% 276 0 0.0% Q2 2026 Aug 12, 2026
AXQ CAPITAL, LP History No change 10,423 826 0.09% 0.09% 277 0 0.0% Q2 2026 Aug 06, 2026
Swiss Life Asset Management Ltd History No change 10,275 814 0.0% 0.0% 278 0 0.0% Q2 2026 Jul 29, 2026
&PARTNERS History No change 10,184 807 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 10,187 807 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 12, 2026
Marex Group Ltd History No change 10,189 807 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 10,061 797 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 05, 2026
ASSETMARK, INC History No change 9,939 788 0.0% 0.0% 283 0 0.0% Q2 2026 Jul 30, 2026
MACKENZIE FINANCIAL CORP History No change 9,289 736 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 9,120 723 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 8,977 711 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 10, 2026
MetLife Investment Management, LLC History No change 8,776 695 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
iA Global Asset Management Inc. History No change 8,658 686 0.01% 0.01% 288 0 0.0% Q2 2026 Jul 29, 2026
Utah Retirement Systems History No change 8,577 680 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 8,501 674 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 13, 2026
denkapparat Operations GmbH History No change 8,364 663 0.22% 0.22% 291 0 0.0% Q2 2026 Aug 06, 2026
Maryland State Retirement & Pension System History No change 8,343 661 0.01% 0.01% 292 0 0.0% Q2 2026 Jul 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 8,153 646 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 29, 2026
Inspire Investing, LLC History No change 8,127 644 0.03% 0.03% 294 0 0.0% Q2 2026 Aug 12, 2026
Plancorp, LLC History No change 11,128 631 0.02% 0.02% 295 0 0.0% Q2 2026 Jul 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 7,867 623 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 22, 2026
Stratos Wealth Partners, LTD. History No change 7,801 618 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 11, 2026
Meeder Advisory Services, Inc. History No change 7,660 607 0.02% 0.02% 298 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 7,510 595 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 04, 2026
Savant Capital, LLC History No change 7,476 587 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY TRUST CO History No change 7,399 586 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 13, 2026
SECTORAL ASSET MANAGEMENT INC History No change 7,200 570 0.4% 0.4% 302 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7,166 568 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 13, 2026
Callan Family Office, LLC History No change 7,143 566 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 7,055 559 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 6,918 548 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 19, 2026
PSP Research LLC History No change 6,800 539 0.29% 0.29% 307 0 0.0% Q2 2026 Jul 09, 2026
J. Safra Sarasin Holding AG History No change 6,751 535 0.01% 0.01% 308 0 0.0% Q2 2026 Jul 31, 2026
Significant Wealth Partners LLC History No change 6,613 524 0.57% 0.57% 309 0 0.0% Q2 2026 Jul 14, 2026
US BANCORP \DE\ History No change 6,366 504 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 12, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 6,232 494 0.03% 0.03% 311 0 0.0% Q2 2026 Aug 04, 2026
Janney Montgomery Scott LLC History No change 6,138 487 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 05, 2026
Nykredit A/S History No change 6,154 487 0.0% 0.0% 313 0 0.0% Q2 2026 Sep 08, 2026
MCF Advisors LLC History No change 6,136 486 0.02% 0.02% 314 0 0.0% Q2 2026 Aug 12, 2026
Cypress Capital, LLC History No change 6,000 475 0.13% 0.13% 315 0 0.0% Q2 2026 Jul 17, 2026
Cerity Partners LLC History No change 5,989 474 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
Frank, Rimerman Advisors LLC History No change 5,807 460 0.03% 0.03% 317 0 0.0% Q2 2026 Jul 27, 2026
REGIONS FINANCIAL CORP History No change 5,604 444 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 10, 2026
Robeco Institutional Asset Management B.V. History No change 5,578 442 0.0% 0.0% 319 0 0.0% Q2 2026 Jul 21, 2026
E Fund Management Co., Ltd. History No change 5,569 441 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 10, 2026
TEMA ETFS LLC History No change 5,525 438 0.01% 0.01% 321 0 0.0% Q2 2026 Jul 10, 2026
ProShare Advisors LLC History No change 5,417 429 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 11, 2026
VARCOV Co. History No change 5,390 427 0.16% 0.16% 323 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 5,352 424 0.01% 0.01% 324 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 5,345 423 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 06, 2026
R Squared Ltd History No change 5,313 421 0.22% 0.22% 326 0 0.0% Q2 2026 Aug 05, 2026
CAPTRUST FINANCIAL ADVISORS History No change 5,030 398 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 13, 2026
Granite Investment Partners, LLC History No change 5,026 398 0.02% 0.02% 328 0 0.0% Q2 2026 Aug 07, 2026
CIBC Asset Management Inc History No change 5,017 397 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 03, 2026
Moisand Fitzgerald Tamayo, LLC History No change 5,000 396 0.04% 0.04% 330 0 0.0% Q2 2026 Jul 13, 2026
AlphaCore Capital LLC History No change 4,986 395 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 06, 2026
Vontobel Holding Ltd. History No change 4,957 393 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History No change 4,822 382 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 12, 2026
Quantbot Technologies LP History No change 4,812 381 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 12, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 4,784 379 0.03% 0.03% 335 0 0.0% Q2 2026 Jul 29, 2026
North Dakota State Investment Board History No change 4,703 372 0.02% 0.02% 336 0 0.0% Q2 2026 Aug 04, 2026
Atria Investments, Inc History No change 4,690 371 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 28, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 4,630 367 0.0% 0.0% 338 0 0.0% Q2 2026 Jul 20, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 4,373 352 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 14, 2026
Blueshift Asset Management, LLC History No change 4,433 351 0.08% 0.08% 340 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 4,410 349 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 14, 2026
Yorktown Management & Research Co Inc History No change 4,400 348 0.21% 0.21% 342 0 0.0% Q2 2026 Jul 23, 2026
Kestra Advisory Services, LLC History No change 4,384 347 0.0% 0.0% 343 0 0.0% Q2 2026 Jul 28, 2026
INTRUST BANK NA History No change 4,339 344 0.03% 0.03% 344 0 0.0% Q2 2026 Aug 05, 2026
Checchi Capital Advisers, LLC History No change 4,308 341 0.02% 0.02% 345 0 0.0% Q2 2026 Aug 04, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 4,233 335 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 4,194 332 0.0% 0.0% 347 0 0.0% Q2 2026 Jul 15, 2026
HighTower Advisors, LLC History No change 4,084 323 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 5,394 314 0.0% 0.0% 349 0 0.0% Q2 2026 Jul 15, 2026
Prime Capital Investment Advisors, LLC History No change 3,938 312 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History No change 3,938 312 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 3,935 312 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 14, 2026
Qsemble Capital Management, LP History No change 3,887 308 0.04% 0.04% 353 0 0.0% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History No change 3,832 303 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 13, 2026
Bridgefront Capital, LLC History No change 3,778 299 0.08% 0.08% 355 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 3,780 299 0.03% 0.03% 356 0 0.0% Q2 2026 Aug 07, 2026
ANB BANK History No change 3,733 295 0.11% 0.11% 357 0 0.0% Q2 2026 Aug 11, 2026
Eurizon Capital SGR S.p.A. History No change 3,639 293 0.0% 0.0% 358 0 0.0% Q2 2026 Jul 29, 2026
PARK AVENUE SECURITIES LLC History No change 3,677 292 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 20, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 3,630 287 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 05, 2026
Crossmark Global Holdings, Inc. History No change 3,615 286 0.0% 0.0% 361 0 0.0% Q2 2026 Jul 16, 2026
MML INVESTORS SERVICES, LLC History No change 3,600 285 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 3,567 282 0.0% 0.0% 363 0 0.0% Q2 2026 Jul 17, 2026
Wedmont Private Capital History Reduced 6,400 277 0.01% 0.01% 364 -323 -4.8% Q3 2026 Oct 09, 2026
GF FUND MANAGEMENT CO. LTD. History No change 3,497 277 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 07, 2026
Perigon Wealth Management, LLC History No change 3,477 275 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 3,458 274 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 10, 2026
Victrix Investment Advisors History No change 3,400 269 0.11% 0.11% 368 0 0.0% Q2 2026 Jul 08, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 3,261 258 0.09% 0.09% 369 0 0.0% Q2 2026 Jul 10, 2026
NWAM LLC History No change 3,238 256 0.01% 0.01% 370 0 0.0% Q2 2026 Jul 23, 2026
Raab & Moskowitz Asset Management LLC History No change 3,115 246 0.05% 0.05% 371 0 0.0% Q2 2026 Jul 28, 2026
M&G Plc History No change 3,090 244 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 06, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,079 244 0.0% 0.0% 373 0 0.0% Q2 2026 Sep 23, 2026
Venturi Wealth Management, LLC History No change 3,061 242 0.01% 0.01% 374 0 0.0% Q2 2026 Jul 20, 2026
Argent Trust Co History No change 3,018 239 0.01% 0.01% 375 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 3,025 239 0.0% 0.0% 376 0 0.0% Q2 2026 Jul 29, 2026
Larson Financial Group LLC History No change 3,000 237 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 14, 2026
B. Riley Wealth Advisors, Inc. History No change 2,897 233 0.01% 0.01% 378 0 0.0% Q2 2026 Jul 14, 2026
AlphaGrep UK Ltd History No change 2,946 233 0.07% 0.07% 379 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 2,926 232 0.0% 0.0% 380 0 0.0% Q2 2026 Sep 08, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 2,923 231 0.03% 0.03% 381 0 0.0% Q2 2026 Aug 03, 2026
Cambria Investment Management, L.P. History No change 2,885 228 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History No change 2,862 226 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 14, 2026
Montis Financial, LLC History No change 2,700 214 0.04% 0.04% 384 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 2,678 212 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 13, 2026
NORDEN GROUP LLC History No change 2,685 212 0.02% 0.02% 386 0 0.0% Q2 2026 Jul 29, 2026
KOM Wealth Management Group, LLC History No change 2,654 210 0.13% 0.13% 387 0 0.0% Q2 2026 Jul 23, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 2,618 207 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 07, 2026
Mesirow Financial Investment Management, Inc. History No change 2,530 200 0.0% 0.0% 389 0 0.0% Q2 2026 Jul 22, 2026
Steward Partners Investment Advisory, LLC History No change 2,355 186 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 2,282 180 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 2,215 175 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History No change 2,024 160 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 1,880 149 0.0% 0.0% 394 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History No change 1,684 133 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 1,416 114 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,407 111 0.01% 0.01% 397 0 0.0% Q2 2026 Jul 07, 2026
Sterling Capital Management LLC History No change 1,289 102 0.0% 0.0% 398 0 0.0% Q2 2026 Jul 28, 2026
Graticule Asia Macro Advisors LLC History No change 1,264 100 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,232 97 0.01% 0.01% 400 0 0.0% Q2 2026 Jul 22, 2026
Versant Capital Management, Inc History Added to 2,000 89 0.01% 0.01% 401 +540 36.99% Q3 2026 Oct 01, 2026
IMA Advisory Services, Inc. History No change 1,037 82 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 1,004 79 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Reduced 1,763 78 0.0% 0.01% 404 -405 -18.68% Q3 2026 Oct 08, 2026
IFP Advisors, Inc History No change 952 75 0.0% 0.0% 405 0 0.0% Q2 2026 Jul 20, 2026
AdvisorNet Financial, Inc History No change 904 71 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 23, 2026
Tripletail Wealth Management, LLC History No change 850 69 0.08% 0.08% 407 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 858 68 0.0% 0.0% 408 0 0.0% Q2 2026 Jul 24, 2026
HUNTINGTON NATIONAL BANK History No change 734 58 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 700 55 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 13, 2026
Pacer Advisors, Inc. History No change 629 50 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 600 47 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 03, 2026
NISA INVESTMENT ADVISORS, LLC History No change 580 45 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 558 44 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 12, 2026
Silvant Capital Management LLC History No change 540 42 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 516 40 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Reduced 732 32 0.0% 0.0% 418 -379 -34.11% Q3 2026 Oct 08, 2026
MATHER GROUP, LLC. History No change 410 32 0.0% 0.0% 417 0 0.0% Q2 2026 Jul 27, 2026
Cassaday & Co Wealth Management LLC History No change 400 31 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 10, 2026
Ascentis Wealth Management, LLC History No change 400 31 0.0% 0.0% 420 0 0.0% Q2 2026 Jul 30, 2026
Golden State Wealth Management, LLC History No change 376 29 0.0% 0.0% 421 0 0.0% Q2 2026 Jul 22, 2026
BROWN BROTHERS HARRIMAN & CO History No change 341 27 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 332 26 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History No change 295 23 0.0% 0.0% 424 0 0.0% Q2 2026 Jul 16, 2026
WELLINGTON-ALTUS USA INC. History No change 317 23 0.02% 0.02% 425 0 0.0% Q2 2026 Sep 17, 2026
Global X Japan Co., Ltd. History No change 279 22 0.0% 0.0% 426 0 0.0% Q2 2026 Jul 14, 2026
LANARK FINANCIAL, INC. History No change 273 21 0.0% 0.0% 427 0 0.0% Q2 2026 Jul 21, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 270 21 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 265 21 0.0% 0.0% 429 0 0.0% Q2 2026 Jul 22, 2026
Parkside Financial Bank & Trust History No change 254 20 0.0% 0.0% 430 0 0.0% Q2 2026 Sep 04, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 260 20 0.01% 0.01% 431 0 0.0% Q2 2026 Jul 22, 2026
MTM Investment Management, LLC History No change 258 20 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 03, 2026
SMA Capital LLC History No change 260 20 0.01% 0.01% 433 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 245 19 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 250 19 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 10, 2026
Harvest Fund Management Co., Ltd History No change 234 19 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 19, 2026
Caitong International Asset Management Co., Ltd History No change 248 19 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 04, 2026
Westside Investment Management, Inc. History No change 231 18 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 27, 2026
FIL Ltd History No change 227 17 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 13, 2026
Cedar Mountain Advisors, LLC History No change 223 17 0.0% 0.0% 440 0 0.0% Q2 2026 Jul 02, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 214 16 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 31, 2026
Global Trust Asset Management, LLC History No change 213 16 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 03, 2026
CoreCap Advisors, LLC History No change 370 16 0.0% 0.0% 443 0 0.0% Q3 2026 Oct 08, 2026
Covestor Ltd History No change 196 16 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 07, 2026
Owl Creek Wealth Partners LLC History No change 210 16 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 20, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 200 15 0.01% 0.01% 446 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Union Bankshares Corp History No change 200 15 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 11, 2026
LifeSteps Financial, Inc. History No change 200 15 0.01% 0.01% 448 0 0.0% Q2 2026 Jul 17, 2026
Aster Capital Management (DIFC) Ltd History No change 190 15 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 185 14 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 11, 2026
EASTERN BANK History No change 300 13 0.0% 0.0% 451 0 0.0% Q3 2026 Oct 05, 2026
United Financial Planning Group LLC History No change 158 12 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 150 11 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 12, 2026
Silver Grove Financial Group, Inc. History No change 143 11 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 132 10 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 22, 2026
Bogart Wealth, LLC History No change 123 9 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 118 9 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 101 8 0.0% 0.0% 458 0 0.0% Q2 2026 Jul 15, 2026
Quent Capital, LLC History No change 105 8 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 07, 2026
LRI Investments, LLC History No change 110 8 0.0% 0.0% 460 0 0.0% Q2 2026 Jul 14, 2026
WPG Advisers, LLC History No change 103 8 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 05, 2026
DANSKE BANK A/S History No change 100 7 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 10, 2026
BESSEMER GROUP INC History No change 94 7 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 98 7 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 04, 2026
Main Street Group, LTD History No change 100 7 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 13, 2026
Basecamp Wealth Advisors LLC History No change 98 7 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 14, 2026
Orion Capital Management LLC History No change 80 6 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 17, 2026
AMERIFLEX GROUP, INC. History No change 87 6 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 88 6 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History Added to 124 5 0.0% 0.0% 471 +34 37.78% Q3 2026 Oct 05, 2026
MEEDER ASSET MANAGEMENT INC History No change 72 5 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 07, 2026
Leonteq Securities AG History No change 73 5 0.0% 0.0% 472 0 0.0% Q2 2026 Jul 27, 2026
Truvestments Capital LLC History No change 70 5 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Management Group, LLC History No change 65 5 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 27, 2026
Rossby Financial, LCC History No change 74 5 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 04, 2026
FIRST HORIZON CORP History No change 62 4 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 20, 2026
Bell Investment Advisors, Inc History No change 61 4 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 06, 2026
Hilton Head Capital Partners, LLC History No change 55 4 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 36 3 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 13, 2026
Triumph Capital Management History No change 50 3 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 20, 2026
TD Waterhouse Canada Inc. History No change 48 3 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 27, 2026
Sachetta, LLC History No change 47 3 0.0% 0.0% 482 0 0.0% Q2 2026 Jul 15, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 38 3 0.0% 0.0% 483 0 0.0% Q2 2026 Jul 15, 2026
CX Institutional History Reduced 46 2 0.0% 0.0% 487 -157 -77.34% Q3 2026 Oct 02, 2026
Cheviot Value Management, LLC History No change 28 2 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 06, 2026
Horizon Investments, LLC History No change 26 2 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 28 2 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 27, 2026
Cromwell Holdings LLC History No change 34 2 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 13, 2026
Quarry LP History No change 29 2 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 14, 2026
Principia Wealth Advisory, LLC History No change 32 2 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 26, 2026
ROTHSCHILD INVESTMENT LLC History No change 13 1 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 06, 2026
SouthState Bank Corp History No change 14 1 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 19 1 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 06, 2026
NBT BANK, N.A. History No change 20 1 0.0% 0.0% 494 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 22 1 0.0% 0.0% 495 0 0.0% Q2 2026 Jul 28, 2026
Transamerica Financial Advisors, LLC History No change 21 1 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 14, 2026
Mascoma Wealth Management LLC History No change 14 1 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 24, 2026
Quaker Wealth Management, LLC History No change 15 1 0.0% 0.0% 498 0 0.0% Q2 2026 Jul 24, 2026
TFC Financial Management, Inc. History No change 21 1 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 23, 2026
Cape Investment Advisory, Inc. History No change 14 1 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 23, 2026
Fortitude Family Office, LLC History No change 17 1 0.0% 0.0% 501 0 0.0% Q2 2026 Jul 20, 2026
Bruce G. Allen Investments, LLC History No change 23 1 0.0% 0.0% 502 0 0.0% Q2 2026 Jul 31, 2026
Whipplewood Advisors, LLC History No change 15 1 0.0% 0.0% 503 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Financial Management LLC History No change 15 1 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 28, 2026
Everhart Financial Group, Inc. History Closed out 0 0 — 0.02% — -3,503 -100.0% Q3 2026 Oct 08, 2026
MJT & Associates Financial Advisory Group, Inc. History Closed out 0 0 — 0.0% — -15 -100.0% Q3 2026 Oct 07, 2026
Planning Strategies Inc. History Added to 12 0 — — — +4 50.0% Q3 2026 Oct 02, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 07, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1 0 — — — +1 New Q3 2026 Oct 09, 2026
VALLEY NATIONAL ADVISERS INC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Plante Moran Financial Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Activest Wealth Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Evolution Advisers, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
True Wealth Design, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
American Capital Advisory, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Hughes Financial Services, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Signature Equity Partners, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Downshift Financial, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Medallion Wealth Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
3 FACTOR INDEXING, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Essential Partners LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 10, 2026