IRADIMED CORP - IRMD

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.
Rows: 0
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 967,825 92,485 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 396,982 37,935 0.12% 0.12% 2 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 394,412 37,690 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 13, 2026
Copeland Capital Management, LLC History No change 391,860 37,446 0.77% 0.77% 4 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 364,937 34,873 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
T. Rowe Price Investment Management, Inc. History No change 318,680 30,454 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 290,109 27,726 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
Nine Ten Capital Management LLC History No change 256,562 24,517 7.63% 7.63% 8 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 229,340 21,914 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 11, 2026
STATE STREET CORP History No change 221,512 21,167 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 22, 2026
GOLDMAN SACHS GROUP INC History No change 214,151 20,464 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 182,894 17,477 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 157,199 15,021 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 148,179 14,161 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 143,969 13,757 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 133,658 12,772 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 128,655 12,288 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 126,051 12,045 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 125,357 11,979 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
Ranger Investment Management, L.P. History No change 98,346 9,397 0.59% 0.59% 20 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 94,982 9,076 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 06, 2026
FIRST TRUST ADVISORS LP History No change 84,318 8,057 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 11, 2026
SHAKER INVESTMENTS LLC/OH History No change 81,641 7,801 2.8% 2.8% 23 0 0.0% Q2 2026 Jul 15, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 78,559 7,507 0.0% 0.0% 24 0 0.0% Q2 2026 Sep 23, 2026
Bank of New York Mellon Corp History No change 75,885 7,251 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 06, 2026
Granahan Investment Management, LLC History No change 74,966 7,163 0.26% 0.26% 26 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 72,994 6,975 0.08% 0.08% 27 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 71,720 6,853 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Bridge City Capital, LLC History No change 71,043 6,788 1.55% 1.55% 29 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 69,358 6,627 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Uniplan Investment Counsel, Inc. History No change 66,402 6,345 0.59% 0.59% 31 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 61,650 5,891 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD FIDUCIARY TRUST CO History No change 58,287 5,569 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
Davidson Capital Management Inc. History No change 56,684 5,416 0.87% 0.87% 34 0 0.0% Q2 2026 Jul 28, 2026
NORGES BANK History No change 50,600 4,835 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 48,715 4,655 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 47,686 4,557 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 45,626 4,360 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 41,317 3,948 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 40,865 3,905 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 38,678 3,696 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 38,235 3,680 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Aristides Capital LLC History No change 32,463 3,102 0.6% 0.6% 43 0 0.0% Q2 2026 Aug 13, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 30,444 2,909 0.14% 0.14% 44 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 30,324 2,897 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 12, 2026
OAK RIDGE INVESTMENTS LLC History No change 30,172 2,883 0.16% 0.16% 46 0 0.0% Q2 2026 Jul 21, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 26,143 2,498 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 07, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 26,129 2,496 0.02% 0.02% 48 0 0.0% Q2 2026 Jul 23, 2026
ISTHMUS PARTNERS, LLC History No change 25,586 2,444 0.24% 0.24% 49 0 0.0% Q2 2026 Jul 20, 2026
MARSHALL WACE, LLP History No change 25,298 2,417 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 25,254 2,413 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 24,431 2,334 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 23,617 2,256 0.04% 0.04% 53 0 0.0% Q2 2026 Jul 13, 2026
Curi Capital, LLC History No change 23,300 2,226 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 22,165 2,118 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 12, 2026
CREDIT AGRICOLE S A History No change 21,698 2,073 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 21,579 2,062 0.13% 0.13% 57 0 0.0% Q2 2026 Aug 14, 2026
Liontrust Investment Partners LLP History No change 21,255 2,031 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 18, 2026
Conestoga Capital Advisors, LLC History No change 21,085 2,014 0.04% 0.04% 59 0 0.0% Q2 2026 Jul 24, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 20,300 1,939 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 20,056 1,916 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 05, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 20,000 1,911 0.09% 0.09% 62 0 0.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 19,282 1,842 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 19,189 1,833 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 17,734 1,694 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 17,470 1,669 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 12, 2026
ALBERT D MASON INC History No change 17,193 1,642 0.93% 0.93% 67 0 0.0% Q2 2026 Jul 22, 2026
AQR CAPITAL MANAGEMENT LLC History No change 17,002 1,624 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 16,700 1,595 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 15,888 1,518 0.0% 0.0% 70 0 0.0% Q2 2026 Jul 29, 2026
Man Group plc History No change 15,847 1,514 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 15,830 1,512 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 13, 2026
GLOBEFLEX CAPITAL L P History No change 15,546 1,485 0.19% 0.19% 73 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 14,736 1,408 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 13,836 1,322 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 13,593 1,278 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 12,970 1,239 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History No change 12,772 1,220 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 12,690 1,212 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 11, 2026
Quadrature Capital Ltd History No change 12,215 1,167 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 06, 2026
Point72 Asset Management, L.P. History No change 11,909 1,138 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 11,993 1,130 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 11,969 1,125 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 12, 2026
Jump Financial, LLC History No change 11,600 1,108 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
Ellsworth Advisors, LLC History No change 11,177 1,046 0.17% 0.17% 85 0 0.0% Q2 2026 Jul 16, 2026
UBS Group AG History No change 10,662 1,018 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 10,601 1,013 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 04, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 10,598 1,012 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 12, 2026
Trexquant Investment LP History No change 10,156 970 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 9,989 954 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 24, 2026
Vident Advisory, LLC History No change 9,901 946 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 9,700 926 0.0% 0.0% 92 0 0.0% Q2 2026 Sep 02, 2026
SG Americas Securities, LLC History No change 9,408 899 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 07, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 8,701 831 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Calamos Advisors LLC History No change 8,671 828 0.0% 0.0% 95 0 0.0% Q2 2026 Jul 31, 2026
DEUTSCHE BANK AG\ History No change 8,546 816 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 07, 2026
SIT INVESTMENT ASSOCIATES INC History No change 8,175 781 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 7,940 758 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 19, 2026
STRS OHIO History No change 7,900 754 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 30, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 7,872 752 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 7,812 746 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 03, 2026
CIM, LLC History No change 7,712 736 0.1% 0.1% 102 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 7,395 706 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 7,063 675 0.04% 0.04% 104 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 6,973 667 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Kings Path Partners LLC History No change 6,840 653 0.17% 0.17% 106 0 0.0% Q2 2026 Jul 14, 2026
Legal & General Group Plc History No change 6,685 638 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History No change 6,613 631 0.05% 0.05% 108 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 6,148 587 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 6,019 575 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 5,964 569 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 5,800 554 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 5,746 549 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 5,641 539 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
Daiwa Securities Group Inc. History No change 5,455 521 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 31, 2026
Quantbot Technologies LP History No change 5,455 521 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 12, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 5,154 492 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 13, 2026
ALPS ADVISORS INC History No change 5,041 481 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 29, 2026
MetLife Investment Management, LLC History No change 4,974 475 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 4,748 453 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 11, 2026
AVIVA PLC History No change 4,660 445 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 4,173 399 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 4,095 391 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 4,083 390 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 10, 2026
TD ASSET MANAGEMENT INC History No change 3,998 382 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 3,910 373 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 3,896 371 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 3,892 371 0.0% 0.0% 128 0 0.0% Q2 2026 Sep 09, 2026
Summit Global Investments History No change 3,702 354 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 03, 2026
Silver Coast Investments LLC History No change 3,710 354 0.11% 0.11% 130 0 0.0% Q2 2026 Jul 24, 2026
Squarepoint Ops LLC History No change 3,546 338 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History No change 3,499 334 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 3,225 308 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 3,100 296 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 3,087 294 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 2,931 280 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 27, 2026
Snowden Capital Advisors LLC History No change 2,899 277 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 13, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 2,887 275 0.04% 0.04% 138 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Investment Partners, LLC History No change 2,842 271 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 2,785 266 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 13, 2026
HM PAYSON & CO History No change 2,718 259 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 2,687 256 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 2,530 241 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 23, 2026
Entropy Technologies, LP History No change 2,500 238 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 13, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 2,454 234 0.02% 0.02% 145 0 0.0% Q2 2026 Jul 24, 2026
PDT Partners, LLC History No change 2,404 229 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 14, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 2,311 220 0.03% 0.03% 147 0 0.0% Q2 2026 Aug 07, 2026
Arizona State Retirement System History No change 2,293 219 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 07, 2026
Hennion & Walsh Asset Management, Inc. History No change 2,269 216 0.01% 0.01% 149 0 0.0% Q2 2026 Jul 08, 2026
FIFTH THIRD BANCORP History No change 2,233 213 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 05, 2026
Aquatic Capital Management LLC History No change 2,215 211 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 2,172 207 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 17, 2026
&PARTNERS History No change 2,106 201 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 2,113 201 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 2,102 200 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 07, 2026
State of Alaska, Department of Revenue History No change 1,900 181 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 20, 2026
VIRTUS ADVISERS, LLC History No change 1,875 179 0.07% 0.07% 157 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 1,839 175 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
NKCFO LLC History No change 1,725 165 0.05% 0.05% 159 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 1,362 130 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 06, 2026
Inspire Investing, LLC History No change 1,256 120 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,098 104 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 10, 2026
Spire Wealth Management History No change 1,000 95 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 15, 2026
Global Retirement Partners, LLC History No change 877 83 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 841 80 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 721 68 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 706 66 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 649 62 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 645 61 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 569 54 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 20, 2026
Basecamp Wealth Advisors LLC History No change 394 37 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 338 32 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 335 32 0.02% 0.02% 173 0 0.0% Q2 2026 Jul 14, 2026
Farther Finance Advisors, LLC History No change 275 26 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 263 25 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 07, 2026
Key FInancial Inc History No change 225 21 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 24, 2026
Parkside Financial Bank & Trust History No change 190 18 0.0% 0.0% 177 0 0.0% Q2 2026 Sep 04, 2026
Arax Advisory Partners History No change 192 18 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 10, 2026
Optiver Holding B.V. History No change 195 18 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History No change 172 16 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Planning Group LLC History No change 155 14 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 29, 2026
FIRST HORIZON CORP History No change 145 13 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 20, 2026
Retirement Wealth Solutions LLC History No change 145 13 0.01% 0.01% 183 0 0.0% Q2 2026 Jul 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 117 11 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 119 11 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 87 8 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History No change 104 8 0.0% 0.0% 187 0 0.0% Q3 2026 Oct 01, 2026
WPG Advisers, LLC History No change 89 8 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 05, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 65 6 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 70 6 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 73 6 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 50 4 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 47 4 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 30, 2026
GAMMA Investing LLC History No change 42 4 0.0% 0.0% 194 0 0.0% Q2 2026 Jul 07, 2026
AMERIFLEX GROUP, INC. History No change 44 4 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 32 3 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 22, 2026
Synergy Investment Management, LLC History No change 38 3 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 41 3 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 30 2 0.0% 0.0% 199 0 0.0% Q2 2026 Jul 28, 2026
Marquette Asset Management, LLC History No change 30 2 0.0% 0.0% 200 0 0.0% Q2 2026 Jul 09, 2026
Colonial Trust Advisors History No change 25 2 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 30 2 0.0% 0.0% 202 0 0.0% Q2 2026 Jul 24, 2026
WOLFF WIESE MAGANA LLC History No change 27 2 0.0% 0.0% 203 0 0.0% Q2 2026 Jul 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 10 1 0.0% 0.0% 204 0 0.0% Q2 2026 Jul 27, 2026
SIGNATUREFD, LLC History No change 17 1 0.0% 0.0% 205 0 0.0% Q2 2026 Jul 23, 2026
Covestor Ltd History No change 14 1 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 07, 2026
MidFirst Bank History No change 13 1 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 10 0 — 0.0% — -15 -60.0% Q3 2026 Oct 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 7 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
SJS Investment Consulting Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
DecisionPoint Financial, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
True Wealth Design, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Smartleaf Asset Management LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026