InvenTrust Properties Corp. - IVT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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 Added to 15,348,026 543,320 0.01% 0.01% 1 +5,677,097 58.7% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 7,887,958 279,233 0.01% 0.01% 2 +861,007 12.25% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 7,413,225 262,428 0.13% 0.13% 3 -316,156 -4.09% Q2 2026 Aug 04, 2026
STATE STREET CORP History Added to 3,913,223 139,487 0.0% 0.0% 4 +1,235,167 46.12% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 3,452,072 122,203 0.0% 0.0% 5 +51,534 1.52% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Added to 3,110,669 110,117 0.01% 0.0% 6 +2,010,953 182.86% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,196,917 77,785 0.0% 0.0% 7 +129,801 6.28% Q2 2026 Aug 12, 2026
FMR LLC History Reduced 1,956,436 69,257 0.0% 0.0% 8 -149,896 -7.12% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,471,416 52,088 0.01% 0.01% 9 +67,257 4.79% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,328,433 47,026 0.03% 0.02% 10 +595,218 81.18% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,129,063 39,971 0.01% 0.01% 11 +57,683 5.38% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History Added to 1,029,772 36,453 0.0% 0.0% 12 +115,817 12.67% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 809,303 28,649 0.01% 0.02% 13 -472,684 -36.87% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 719,505 25,470 0.01% 0.01% 14 +5,316 0.74% Q2 2026 Aug 11, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History New 687,891 24,351 0.34% 15 +687,891 New Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Added to 649,319 23,664 0.0% 0.0% 16 +108,100 19.97% Q2 2026 Aug 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 655,096 23,583 0.02% 0.02% 17 -67,096 -9.29% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 647,037 22,905 0.0% 0.0% 18 +613,738 1843.11% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 546,723 19,353 0.0% 0.0% 19 +208,621 61.7% Q2 2026 Aug 06, 2026
Aberdeen Group plc History Added to 534,988 18,938 0.03% 0.03% 20 +16,408 3.16% Q2 2026 Jul 31, 2026
Legal & General Group Plc History Added to 519,034 18,373 0.0% 0.0% 21 +115,190 28.52% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 517,042 18,303 0.0% 0.0% 22 +15,324 3.05% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 488,615 17,296 0.0% 0.0% 23 +243,719 99.52% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 471,366 16,686 0.0% 0.0% 24 +468,964 19523.9% Q2 2026 Aug 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 433,403 15,435 0.49% 0.45% 25 +8,969 2.11% Q2 2026 Aug 04, 2026
MORGAN STANLEY History Added to 433,125 15,332 0.0% 0.0% 26 +212,385 96.22% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History Reduced 402,377 14,244 0.01% 0.01% 27 -80,242 -16.63% Q2 2026 Aug 13, 2026
Adelante Capital Management LLC History Added to 378,545 13,400 0.88% 0.69% 28 +48,509 14.7% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History Added to 405,112 12,887 0.0% 0.0% 29 +75,286 22.83% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History Reduced 327,619 11,597 0.05% 0.05% 30 -14,389 -4.21% Q2 2026 Aug 10, 2026
SG Americas Securities, LLC History Reduced 309,620 10,961 0.01% 0.01% 31 -63,537 -17.03% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 288,139 10,200 0.0% 0.0% 32 +4,530 1.6% Q2 2026 Aug 03, 2026
Vision Capital Corp History Reduced 285,583 10,109 3.27% 5.49% 33 -431,283 -60.16% Q2 2026 Aug 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 267,722 9,477 0.02% 34 +267,722 New Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 240,839 8,525 0.02% 0.03% 35 -169,395 -41.29% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 236,044 8,355 0.01% 0.01% 36 +114,044 93.48% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History Added to 228,199 8,078 0.0% 0.0% 37 +2,023 0.89% Q2 2026 Sep 02, 2026
Invesco Ltd. History Added to 222,545 7,878 0.0% 0.0% 38 +28,305 14.57% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History New 206,567 7,312 0.05% 39 +206,567 New Q2 2026 Aug 17, 2026
RHUMBLINE ADVISERS History Added to 199,337 7,056 0.01% 0.0% 40 +92,750 87.02% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History Added to 182,969 6,490 0.0% 0.0% 41 +38,758 26.88% Q2 2026 Aug 14, 2026
GSI Capital Advisors LLC History Added to 168,160 5,952 2.81% 2.74% 42 +2,684 1.62% Q2 2026 Aug 07, 2026
LPL Financial LLC History Reduced 165,559 5,860 0.0% 0.0% 43 -6,208 -3.61% Q2 2026 Aug 07, 2026
Russell Investments Group, Ltd. History Reduced 165,352 5,853 0.01% 0.01% 44 -84,014 -33.69% Q2 2026 Aug 06, 2026
Asset Management One Co., Ltd. History Added to 156,747 5,548 0.01% 0.01% 45 +14,711 10.36% Q2 2026 Jul 28, 2026
Swiss National Bank History Added to 155,900 5,518 0.0% 0.0% 46 +2,800 1.83% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History Added to 153,906 5,448 0.0% 0.0% 47 +32,346 26.61% Q2 2026 Aug 11, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 148,699 5,263 0.04% 0.04% 48 -10,853 -6.8% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 146,681 5,193 0.01% 0.01% 49 +55,915 61.6% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 132,800 4,701 0.0% 0.0% 50 +38,548 40.9% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 129,490 4,583 0.01% 0.01% 51 +9,910 8.29% Q2 2026 Aug 13, 2026
UBS Group AG History Reduced 117,401 4,155 0.0% 0.0% 52 -5,986 -4.85% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History Added to 116,605 4,128 0.0% 0.0% 53 +3,763 3.33% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 113,175 4,006 0.02% 0.04% 54 -65,225 -36.56% Q2 2026 Aug 25, 2026
DEUTSCHE BANK AG\ History Added to 112,111 3,968 0.0% 0.0% 55 +10,272 10.09% Q2 2026 Aug 07, 2026
FRANKLIN RESOURCES INC History Added to 110,474 3,910 0.0% 0.0% 56 +8,535 8.37% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History Added to 107,604 3,809 0.0% 0.0% 57 +12,517 13.16% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 106,873 3,784 0.0% 0.0% 58 +23,803 28.65% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History Added to 102,986 3,643 0.01% 0.0% 59 +56,427 121.19% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 100,391 3,553 0.0% 0.0% 60 +2,582 2.64% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 90,649 3,208 0.01% 0.01% 61 -42,326 -31.83% Q2 2026 Aug 17, 2026
BARCLAYS PLC History Reduced 89,881 3,181 0.0% 0.0% 62 -55,674 -38.25% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 89,020 3,151 0.0% 0.0% 63 +18,333 25.94% Q2 2026 Aug 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 84,148 2,978 0.0% 0.0% 64 -9,017 -9.68% Q2 2026 Jul 29, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 83,179 2,944 0.01% 0.01% 65 -20,819 -20.02% Q2 2026 Aug 06, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 81,988 2,902 0.0% 0.0% 66 -1,636 -1.96% Q2 2026 Jul 30, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 81,695 2,892 0.07% 0.08% 67 -21,833 -21.09% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 94,531 2,879 0.0% 0.0% 68 +5,414 6.08% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History Added to 78,250 2,770 0.0% 0.0% 69 +65,870 532.07% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History Added to 77,280 2,736 0.0% 0.0% 70 +16,971 28.14% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 76,262 2,699 0.01% 0.01% 71 +41,146 117.17% Q2 2026 Jul 17, 2026
Greenland Capital Management LP History Added to 75,000 2,655 0.33% 0.19% 72 +27,000 56.25% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 72,512 2,566 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History Added to 69,970 2,476 0.0% 0.0% 74 +161 0.23% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History Added to 68,808 2,433 0.02% 0.01% 75 +25,896 60.35% Q2 2026 Jul 20, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 67,571 2,392 0.0% 0.0% 76 +3,332 5.19% Q2 2026 Aug 07, 2026
FJ Capital Management LLC History Reduced 66,542 2,355 0.31% 0.38% 77 -45,411 -40.56% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 65,266 2,310 0.0% 0.0% 78 +19,102 41.38% Q2 2026 Aug 03, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 64,996 2,300 0.0% 0.0% 79 +3,833 6.27% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History Reduced 64,552 2,285 0.0% 0.0% 80 -1,882 -2.83% Q2 2026 Aug 27, 2026
STRS OHIO History Added to 62,900 2,226 0.01% 0.01% 81 +6,600 11.72% Q2 2026 Jul 30, 2026
Cambridge Investment Research Advisors, Inc. History Added to 60,460 2,140 0.0% 0.0% 82 +742 1.24% Q2 2026 Jul 27, 2026
Quantbot Technologies LP History Added to 60,270 2,133 0.08% 0.01% 83 +49,634 466.66% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History Reduced 58,535 2,072 0.01% 0.01% 84 -18,633 -24.15% Q2 2026 Aug 04, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 57,734 2,044 0.14% 0.14% 85 +1,373 2.44% Q2 2026 Aug 07, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 56,942 2,015 0.0% 86 +56,942 New Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 54,922 1,944 0.0% 0.0% 87 +4,326 8.55% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 54,355 1,924 0.0% 0.0% 88 +1,018 1.91% Q2 2026 Aug 14, 2026
XTX Topco Ltd History New 50,580 1,790 0.02% 89 +50,580 New Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History Added to 50,110 1,773 0.01% 0.01% 90 +1,778 3.68% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History Reduced 49,583 1,755 0.0% 0.0% 91 -56,790 -53.39% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 49,058 1,736 0.0% 0.0% 92 +10,513 27.27% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Added to 48,590 1,720 0.01% 0.01% 93 +2,366 5.12% Q2 2026 Aug 13, 2026
Amundi History Added to 45,954 1,626 0.0% 0.0% 94 +1,815 4.11% Q2 2026 Aug 11, 2026
Creative Planning History Added to 45,903 1,624 0.0% 0.0% 95 +1,171 2.62% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History Reduced 40,177 1,422 0.0% 0.03% 96 -891,163 -95.69% Q2 2026 Aug 14, 2026
B&I Capital AG History Reduced 39,800 1,408 3.11% 3.21% 97 -270,450 -87.17% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 38,319 1,356 0.0% 0.0% 98 +3,446 9.88% Q2 2026 Sep 09, 2026
AMERICAN CENTURY COMPANIES INC History Added to 37,755 1,336 0.0% 0.0% 99 +2,995 8.62% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 36,536 1,293 0.0% 0.0% 100 -86 -0.23% Q2 2026 Aug 14, 2026
Moran Wealth Management, LLC History Reduced 36,242 1,282 0.03% 0.03% 101 -1,123 -3.01% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History Added to 35,356 1,260 0.0% 0.0% 102 +18,500 109.75% Q2 2026 Aug 14, 2026
Resona Asset Management Co.,Ltd. History Reduced 34,319 1,241 0.01% 0.01% 103 -82 -0.24% Q2 2026 Jul 29, 2026
Prime Capital Investment Advisors, LLC History Reduced 34,958 1,237 0.01% 0.01% 104 -127 -0.36% Q2 2026 Aug 05, 2026
Louisiana State Employees Retirement System History New 34,200 1,210 0.02% 105 +34,200 New Q2 2026 Jul 21, 2026
Jupiter Topco LLC History New 33,872 1,199 0.0% 106 +33,872 New Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 32,764 1,158 0.0% 0.0% 107 +1,033 3.26% Q2 2026 Jul 15, 2026
Sterling Capital Management LLC History Reduced 32,288 1,142 0.02% 0.02% 108 -2,612 -7.48% Q2 2026 Jul 28, 2026
Verition Fund Management LLC History Reduced 30,569 1,082 0.01% 0.03% 109 -109,191 -78.13% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 30,200 1,069 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 10, 2026
Daiwa Securities Group Inc. History Reduced 29,955 1,060 0.0% 0.0% 111 -687 -2.24% Q2 2026 Jul 31, 2026
SummitTX Capital, L.P. History Reduced 29,859 1,057 0.03% 0.12% 112 -94,891 -76.06% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History Reduced 29,368 1,039 0.0% 0.0% 113 -1,728 -5.56% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 29,331 1,038 0.0% 0.0% 114 +613 2.13% Q2 2026 Aug 06, 2026
JANUS HENDERSON GROUP PLC History No change 33,872 1,031 0.0% 0.0% 115 0 0.0% Q1 2026 May 18, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 27,874 986 0.0% 0.0% 116 +3,900 16.27% Q2 2026 Jul 29, 2026
Erste Asset Management GmbH History Added to 27,200 986 0.01% 0.01% 117 +3,600 15.25% Q2 2026 Jul 28, 2026
Kestra Advisory Services, LLC History Reduced 26,781 954 0.0% 0.0% 118 -1,110 -3.98% Q2 2026 Jul 28, 2026
GAMCO INVESTORS, INC. ET AL History No change 26,500 938 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 12, 2026
Advisor OS, LLC History Added to 26,224 928 0.06% 0.06% 120 +4 0.02% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History Reduced 25,817 913 0.0% 0.0% 121 -132,924 -83.74% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History Reduced 25,017 885 0.05% 0.05% 122 -348 -1.37% Q2 2026 Jul 27, 2026
Police & Firemen's Retirement System of New Jersey History Added to 23,401 828 0.01% 0.01% 123 +1,778 8.22% Q2 2026 Jul 23, 2026
D. E. Shaw & Co., Inc. History Reduced 22,958 812 0.0% 0.0% 124 -184,266 -88.92% Q2 2026 Aug 14, 2026
WOLVERINE ASSET MANAGEMENT LLC History Added to 22,766 805 0.01% 0.0% 125 +11,905 109.61% Q2 2026 Aug 10, 2026
VAN ECK ASSOCIATES CORP History Added to 22,055 780 0.0% 0.0% 126 +29 0.13% Q2 2026 Aug 14, 2026
Arizona State Retirement System History Added to 21,440 758 0.0% 0.0% 127 +113 0.53% Q2 2026 Aug 07, 2026
AMALGAMATED BANK History New 20,973 742 0.01% 128 +20,973 New Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History New 20,792 736 0.01% 129 +20,792 New Q2 2026 Jul 16, 2026
HighTower Advisors, LLC History Reduced 20,295 718 0.0% 0.0% 130 -476 -2.29% Q2 2026 Aug 05, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 19,420 687 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History New 19,000 673 0.0% 132 +19,000 New Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 18,565 657 0.01% 0.01% 133 -986 -5.04% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History Added to 18,432 652 0.0% 0.0% 134 +15,881 622.54% Q2 2026 Aug 05, 2026
Groupe la Francaise History Reduced 18,419 652 0.01% 0.01% 135 -2,256 -10.91% Q2 2026 Aug 25, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History New 17,700 626 0.01% 136 +17,700 New Q2 2026 Jul 28, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 17,661 625 0.0% 0.0% 137 +8,848 100.4% Q2 2026 Aug 07, 2026
KLP KAPITALFORVALTNING AS History No change 17,300 616 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
Vanderbilt University History Reduced 17,278 611 0.08% 0.13% 139 -4,416 -20.36% Q2 2026 Jul 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 16,532 585 0.01% 0.01% 140 -3,419 -17.14% Q2 2026 Jul 15, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 16,365 579 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 15,935 564 0.0% 0.0% 142 -359,155 -95.75% Q2 2026 Aug 14, 2026
Vestcor Inc History No change 15,283 541 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 14,823 524 0.0% 0.0% 144 +1,409 10.5% Q2 2026 Aug 12, 2026
DekaBank Deutsche Girozentrale History No change 16,310 500 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 05, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 13,884 491 0.0% 0.0% 146 -24,659 -63.98% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History Added to 13,730 486 0.0% 0.0% 147 +144 1.06% Q2 2026 Jul 20, 2026
INCEPTIONR LLC History New 13,717 485 0.12% 150 +13,717 New Q2 2026 Aug 10, 2026
Dynamic Technology Lab Private Ltd History Reduced 13,697 485 0.11% 0.08% 148 -2,703 -16.48% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History Reduced 13,712 485 0.01% 0.01% 149 -1,118 -7.54% Q2 2026 Aug 06, 2026
Significant Wealth Partners LLC History Added to 13,582 480 0.52% 0.5% 151 +323 2.44% Q2 2026 Jul 14, 2026
CHOREO, LLC History Added to 13,474 477 0.01% 0.01% 152 +70 0.52% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 13,446 475 0.0% 0.0% 153 +580 4.51% Q2 2026 Aug 19, 2026
Beacon Pointe Advisors, LLC History Added to 13,197 467 0.0% 0.0% 154 +52 0.4% Q2 2026 Aug 18, 2026
SUN LIFE FINANCIAL INC History No change 13,122 465 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 12, 2026
VARCOV Co. History Reduced 12,951 458 0.17% 0.49% 156 -30,338 -70.08% Q2 2026 Aug 14, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 12,818 453 0.0% 0.0% 157 +487 3.95% Q2 2026 Aug 14, 2026
IFM Investors Pty Ltd History Added to 12,728 450 0.0% 0.0% 158 +151 1.2% Q2 2026 Jul 21, 2026
Elo Mutual Pension Insurance Co History New 12,528 443 0.01% 161 +12,528 New Q2 2026 Aug 13, 2026
Gross & Hartman Investments LLC History Added to 12,530 443 0.2% 0.18% 159 +1,315 11.73% Q2 2026 Aug 13, 2026
Safe Harbor Family Capital, LLC History Added to 12,530 443 0.3% 0.27% 160 +1,315 11.73% Q2 2026 Aug 10, 2026
Pictet Asset Management Holding SA History No change 12,372 437 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 30, 2026
MML INVESTORS SERVICES, LLC History Reduced 12,208 432 0.0% 0.0% 163 -849 -6.5% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History Reduced 11,966 423 0.01% 0.01% 164 -727 -5.73% Q2 2026 Jul 21, 2026
Waverly Advisors, LLC History Reduced 11,582 410 0.0% 0.0% 165 -1,803 -13.47% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History No change 11,558 409 0.02% 0.02% 166 0 0.0% Q2 2026 Jul 29, 2026
Squarepoint Ops LLC History Reduced 11,344 401 0.0% 0.0% 168 -10,173 -47.28% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History Reduced 11,342 401 0.01% 0.01% 167 -567 -4.76% Q2 2026 Jul 15, 2026
Maryland State Retirement & Pension System History New 11,311 400 0.01% 169 +11,311 New Q2 2026 Jul 30, 2026
ProShare Advisors LLC History Reduced 11,297 399 0.0% 0.0% 170 -19 -0.17% Q2 2026 Aug 11, 2026
Graham Capital Management, L.P. History Reduced 11,202 396 0.01% 0.01% 171 -7,175 -39.04% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History New 11,169 395 0.03% 172 +11,169 New Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History Reduced 10,980 389 0.0% 0.0% 173 -335 -2.96% Q2 2026 Jul 20, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 10,754 380 0.0% 0.0% 174 -686 -6.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History Added to 10,716 379 0.0% 0.0% 175 +368 3.56% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History Added to 10,588 374 0.0% 0.0% 176 +462 4.56% Q2 2026 Sep 08, 2026
Intrua Financial, LLC History Reduced 10,424 369 0.03% 0.03% 177 -253 -2.37% Q2 2026 Jul 24, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 10,417 368 0.0% 0.0% 178 +2,740 35.69% Q2 2026 Aug 14, 2026
Cerity Partners LLC History Reduced 10,352 366 0.0% 0.0% 179 -100 -0.96% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History Reduced 9,968 352 0.01% 0.01% 180 -475 -4.55% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History Added to 9,645 341 0.0% 0.0% 181 +145 1.53% Q2 2026 Jul 28, 2026
Allworth Financial LP History Added to 9,368 331 0.0% 0.0% 182 +153 1.66% Q2 2026 Aug 11, 2026
UniSuper Management Pty Ltd History Reduced 9,300 329 0.0% 0.0% 183 -6,500 -41.14% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History Added to 9,314 329 0.0% 0.0% 184 +32 0.34% Q2 2026 Aug 13, 2026
CWM, LLC History No change 10,585 322 0.0% 0.0% 185 0 0.0% Q1 2026 May 14, 2026
ALLSTATE CORP History Reduced 9,074 321 0.0% 0.0% 186 -3,302 -26.68% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History Added to 9,069 321 0.0% 0.0% 187 +1,065 13.31% Q2 2026 Aug 11, 2026
Virtu Financial LLC History New 8,973 318 0.01% 189 +8,973 New Q2 2026 Aug 13, 2026
Certified Advisory Corp History Added to 8,997 318 0.03% 0.02% 188 +257 2.94% Q2 2026 Jul 16, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History New 8,926 315 0.0% 190 +8,926 New Q2 2026 Aug 11, 2026
SkyOak Wealth, LLC History No change 8,885 314 0.05% 0.05% 191 0 0.0% Q2 2026 Jul 30, 2026
Harvest Investment Services, LLC History Reduced 8,820 312 0.05% 0.05% 192 -509 -5.46% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 8,708 308 0.01% 0.01% 193 -320 -3.54% Q2 2026 Jul 14, 2026
HighPoint Advisor Group LLC History Reduced 8,596 304 0.01% 0.01% 194 -81 -0.93% Q2 2026 Aug 05, 2026
XPONANCE LLC History Added to 8,569 303 0.0% 0.0% 195 +479 5.92% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Added to 8,262 292 0.0% 0.0% 196 +217 2.7% Q2 2026 Jul 17, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History New 8,220 290 0.05% 197 +8,220 New Q2 2026 Jul 09, 2026
Madden Advisory Services, Inc. History No change 8,173 289 0.1% 0.1% 198 0 0.0% Q2 2026 Aug 04, 2026
M&T BANK CORP History Reduced 7,996 282 0.0% 0.0% 199 -50 -0.62% Q2 2026 Aug 04, 2026
Vanguard Personalized Indexing Management, LLC History Added to 7,757 274 0.0% 0.0% 200 +587 8.19% Q2 2026 Aug 11, 2026
Brookstone Capital Management History Added to 7,695 272 0.0% 0.0% 201 +5 0.07% Q2 2026 Jul 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 7,773 271 0.02% 0.02% 202 -369 -4.53% Q2 2026 Jul 22, 2026
Longboard Asset Management, LP History No change 7,572 268 4.49% 3.97% 203 0 0.0% Q2 2026 Jul 08, 2026
Ameritas Investment Partners, Inc. History Added to 7,201 254 0.01% 0.01% 204 +679 10.41% Q2 2026 Aug 13, 2026
Focus Financial Network, Inc. History Reduced 6,760 239 0.01% 0.01% 206 -205 -2.94% Q2 2026 Jul 09, 2026
Investmark Advisory Group LLC History Reduced 6,778 239 0.09% 0.09% 205 -80 -1.17% Q2 2026 Aug 07, 2026
OpenArc Corporate Advisory, LLC History New 6,692 236 0.0% 208 +6,692 New Q2 2026 Aug 05, 2026
Diversified Enterprises, LLC History No change 6,678 236 0.01% 0.01% 207 0 0.0% Q2 2026 Jul 31, 2026
Savant Capital, LLC History New 6,691 235 0.0% 209 +6,691 New Q2 2026 Aug 10, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 6,627 234 0.0% 0.04% 210 -339,639 -98.09% Q2 2026 Aug 14, 2026
Dakota Wealth Management History Reduced 6,518 230 0.0% 0.01% 211 -1,632 -20.02% Q2 2026 Aug 07, 2026
State of Tennessee, Department of Treasury History New 6,346 224 0.0% 212 +6,346 New Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History New 6,161 218 0.0% 214 +6,161 New Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 6,160 218 0.0% 0.0% 213 -498 -7.48% Q2 2026 Aug 12, 2026
CIBC Asset Management Inc History New 6,065 214 0.0% 215 +6,065 New Q2 2026 Aug 03, 2026
Capstone Financial Advisors, Inc. History New 6,065 214 0.01% 216 +6,065 New Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History New 6,024 213 0.0% 218 +6,024 New Q2 2026 Aug 12, 2026
ASSETMARK, INC History Added to 6,018 213 0.0% 0.0% 217 +485 8.77% Q2 2026 Jul 30, 2026
Concurrent Investment Advisors, LLC History Reduced 6,006 212 0.0% 0.0% 219 -2,379 -28.37% Q2 2026 Jul 27, 2026
True North Advisors, LLC History New 5,929 209 0.02% 220 +5,929 New Q2 2026 Jul 22, 2026
Gallacher Capital Management LLC History Reduced 5,820 206 0.12% 0.1% 221 -2,777 -32.3% Q2 2026 Jul 16, 2026
Diversify Advisory Services, LLC History New 5,602 201 0.0% 222 +5,602 New Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 5,602 201 0.0% 223 +5,602 New Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History Reduced 5,578 197 0.0% 0.0% 224 -1,704 -23.4% Q2 2026 Aug 12, 2026
Smallwood Wealth Investment Management, LLC History Reduced 5,507 194 0.08% 0.1% 225 -557 -9.19% Q2 2026 Jul 23, 2026
Arax Advisory Partners History New 4,662 165 0.0% 226 +4,662 New Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 4,631 164 0.0% 0.0% 227 +2,582 126.01% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History Reduced 4,587 162 0.0% 0.0% 228 -1,464 -24.19% Q2 2026 Jul 20, 2026
Tower Research Capital LLC (TRC) History Reduced 4,456 157 0.0% 0.01% 229 -1,912 -30.03% Q2 2026 Aug 11, 2026
PETERSON WEALTH MANAGEMENT History Added to 4,268 151 0.07% 0.07% 230 +33 0.78% Q2 2026 Jul 30, 2026
Global Retirement Partners, LLC History New 3,639 128 0.0% 231 +3,639 New Q2 2026 Aug 06, 2026
Kingdom Financial Group LLC. History Added to 3,408 120 0.03% 0.03% 232 +26 0.77% Q2 2026 Aug 07, 2026
Northwest & Ethical Investments L.P. History Reduced 3,275 118 0.0% 0.01% 233 -5,387 -62.19% Q2 2026 Aug 13, 2026
Spire Wealth Management History Added to 3,115 110 0.0% 0.0% 234 +900 40.63% Q2 2026 Jul 15, 2026
Itau Unibanco Holding S.A. History Reduced 3,059 108 0.0% 0.0% 235 -981 -24.28% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History Reduced 3,016 106 0.0% 0.0% 236 -165 -5.19% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,936 103 0.0% 0.0% 237 +290 10.96% Q2 2026 Aug 12, 2026
FIL Ltd History Reduced 2,839 100 0.0% 0.0% 238 -172 -5.71% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 2,760 97 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,626 94 0.0% 0.0% 240 +179 7.32% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History New 2,638 93 0.0% 241 +2,638 New Q2 2026 Aug 13, 2026
KBC Group NV History No change 2,598 92 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History Added to 2,587 91 0.0% 0.0% 243 +1,428 123.21% Q2 2026 Jul 24, 2026
Avalon Trust Co History Added to 2,400 84 0.01% 0.0% 244 +205 9.34% Q2 2026 Aug 06, 2026
McIlrath & Eck, LLC History No change 2,629 80 0.01% 0.01% 245 0 0.0% Q1 2026 May 19, 2026
PRIVATE TRUST CO NA History No change 2,242 79 0.01% 0.01% 246 0 0.0% Q2 2026 Jul 28, 2026
AMERIFLEX GROUP, INC. History Added to 2,139 75 0.03% 0.03% 247 +17 0.8% Q2 2026 Aug 13, 2026
Bulwark Capital Corp History No change 2,088 73 0.04% 0.04% 248 0 0.0% Q2 2026 Jul 06, 2026
PROSPERITY BANCSHARES INC History Added to 1,772 62 0.04% 0.04% 249 +104 6.24% Q2 2026 Aug 14, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,720 60 0.0% 0.0% 250 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Advisors, LLC History No change 1,717 60 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History New 1,600 57 0.0% 252 +1,600 New Q2 2026 Jul 23, 2026
Versant Capital Management, Inc History No change 1,513 53 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 02, 2026
Quaker Wealth Management, LLC History No change 1,447 51 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 24, 2026
Parallel Advisors, LLC History Added to 1,339 47 0.0% 0.0% 255 +5 0.37% Q2 2026 Aug 05, 2026
Heritage Wealth Advisors History No change 1,250 44 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
Winch Advisory Services, LLC History Added to 1,161 41 0.01% 0.01% 258 +9 0.78% Q2 2026 Aug 06, 2026
Plante Moran Financial Advisors, LLC History No change 1,176 41 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 06, 2026
Nykredit A/S History New 1,089 38 0.0% 260 +1,089 New Q2 2026 Sep 08, 2026
Bernard Wealth Management Corp. History Added to 1,075 38 0.01% 0.01% 259 +8 0.75% Q2 2026 Aug 21, 2026
Buck Wealth Strategies, LLC History New 1,051 37 0.0% 262 +1,051 New Q2 2026 Jul 30, 2026
SIGNATUREFD, LLC History Added to 1,051 37 0.0% 0.0% 261 +153 17.04% Q2 2026 Jul 23, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,040 36 0.0% 0.0% 263 -134 -11.41% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 946 33 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 10, 2026
Millstone Evans Group, LLC History No change 905 32 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 11, 2026
LOOMIS SAYLES & CO L P History No change 902 31 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History No change 881 31 0.0% 0.0% 267 0 0.0% Q2 2026 Jul 01, 2026
SUMMIT SECURITIES GROUP LLC History New 821 29 0.0% 269 +821 New Q2 2026 Aug 03, 2026
Bear Mountain Capital, Inc. History No change 844 29 0.01% 0.01% 268 0 0.0% Q2 2026 Jul 20, 2026
Trust Co History New 800 28 0.0% 270 +800 New Q2 2026 Jul 10, 2026
CoreCap Advisors, LLC History Added to 768 27 0.0% 0.0% 271 +18 2.4% Q2 2026 Jul 06, 2026
Asset Dedication, LLC History No change 739 26 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 30, 2026
Cherry Tree Wealth Management, LLC History No change 754 26 0.0% 0.0% 273 0 0.0% Q2 2026 Sep 15, 2026
Larson Financial Group LLC History Added to 613 21 0.0% 0.0% 274 +35 6.06% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 589 20 0.0% 0.0% 275 -2,292 -79.56% Q2 2026 Aug 07, 2026
First Pacific Financial History New 581 20 0.0% 278 +581 New Q2 2026 Jul 20, 2026
Quarry LP History New 580 20 0.0% 279 +580 New Q2 2026 Aug 14, 2026
Kemnay Advisory Services Inc. History Reduced 575 20 0.0% 0.0% 276 -64 -10.02% Q2 2026 Aug 14, 2026
Cranbrook Wealth Management, LLC History No change 591 20 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 06, 2026
Princeton Global Asset Management LLC History No change 539 19 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 16, 2026
Optiver Holding B.V. History Added to 518 18 0.0% 0.0% 281 +318 159.0% Q2 2026 Aug 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 491 17 0.0% 0.0% 282 +1 0.2% Q2 2026 Jul 28, 2026
TSFG, LLC History No change 464 16 0.0% 0.0% 283 0 0.0% Q2 2026 Jul 23, 2026
GAMMA Investing LLC History Added to 442 15 0.0% 0.0% 284 +90 25.57% Q2 2026 Jul 07, 2026
Luminist Capital LLC History New 391 13 0.01% 288 +391 New Q2 2026 Aug 07, 2026
MCF Advisors LLC History No change 389 13 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 12, 2026
WPG Advisers, LLC History No change 373 13 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 05, 2026
Robinswood Financial LLC History No change 384 13 0.0% 0.0% 287 0 0.0% Q2 2026 Jul 14, 2026
Bank & Trust Co History No change 360 12 0.01% 0.01% 289 0 0.0% Q2 2026 Jul 10, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 320 11 0.0% 0.0% 291 -1,279 -79.99% Q2 2026 Jul 22, 2026
Pinnacle Wealth Planning Services, Inc. History New 325 11 0.0% 293 +325 New Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History Added to 327 11 0.0% 0.0% 290 +40 13.94% Q2 2026 Aug 06, 2026
Aspect Partners, LLC History No change 330 11 0.0% 0.0% 292 0 0.0% Q2 2026 Jul 16, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 300 10 0.0% 0.0% 295 -212 -41.41% Q2 2026 Aug 11, 2026
ALERUS FINANCIAL NA History No change 300 10 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 293 10 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 13, 2026
WHI TRUST Co LLC History No change 292 10 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 257 9 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 252 8 0.0% 0.0% 299 -4,019 -94.1% Q2 2026 Aug 10, 2026
Planning Strategies Inc. History New 250 8 0.0% 304 +250 New Q2 2026 Jul 27, 2026