ST JOE Co - JOE

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
FAIRHOLME CAPITAL MANAGEMENT LLC History No change 18,182,367 1,138,761 76.43% 76.43% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 6,148,018 385,050 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,922,394 245,659 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,800,077 112,738 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,554,006 97,327 0.0% 0.0% 5 0 0.0% Q2 2026 Sep 22, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,375,496 90,480 0.02% 0.02% 6 +21,837 1.61% Q3 2026 Nov 04, 2026
Select Equity Group, L.P. History No change 1,341,063 83,990 0.42% 0.42% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,198,445 75,071 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
Praetorian PR LLC History No change 675,000 42,275 13.47% 13.47% 9 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 651,353 40,794 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 592,608 37,115 0.42% 0.42% 11 0 0.0% Q2 2026 Aug 11, 2026
Nitor Capital Management, LLC History Added to 529,996 34,863 23.36% 22.26% 12 +3,500 0.66% Q3 2026 Nov 04, 2026
FIRST TRUST ADVISORS LP History No change 533,471 33,411 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 11, 2026
GABELLI FUNDS LLC History No change 505,400 31,653 0.2% 0.2% 14 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 492,857 30,867 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 477,972 29,935 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
GAMCO INVESTORS, INC. ET AL History No change 467,170 29,258 0.26% 0.26% 17 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 409,952 25,675 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 07, 2026
Invesco Ltd. History No change 402,756 25,224 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 376,859 23,602 1.17% 1.17% 20 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 370,424 23,199 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 302,778 19,916 0.0% 0.0% 22 -6,047 -1.96% Q3 2026 Nov 05, 2026
VANGUARD FIDUCIARY TRUST CO History No change 283,923 17,782 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
Diversified Investment Strategies, LLC History Reduced 259,375 17,061 11.07% 10.54% 24 -8,800 -3.28% Q3 2026 Oct 28, 2026
Front Street Capital Management, Inc. History No change 271,931 17,031 1.93% 1.93% 25 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 241,231 15,868 0.01% 0.01% 26 +17,023 7.59% Q3 2026 Nov 02, 2026
AQR CAPITAL MANAGEMENT LLC History No change 246,533 15,440 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
SCHWARTZ INVESTMENT COUNSEL INC History No change 224,400 14,761 0.51% 0.47% 28 0 0.0% Q3 2026 Oct 26, 2026
Qube Research & Technologies Ltd History No change 219,696 13,759 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
BERKLEY W R CORP History No change 209,542 13,123 0.63% 0.63% 30 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 203,144 12,722 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 188,359 11,796 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 168,370 10,546 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 157,021 9,834 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 154,762 9,692 0.03% 0.03% 35 0 0.0% Q2 2026 Aug 13, 2026
River Road Asset Management, LLC History No change 146,741 9,190 0.1% 0.1% 36 0 0.0% Q2 2026 Jul 17, 2026
PRUDENTIAL FINANCIAL INC History No change 136,750 8,564 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 131,322 8,224 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 125,294 7,847 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 121,652 7,619 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 115,548 7,236 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Accordant Advisory Group Inc History Added to 101,513 6,677 4.19% 4.25% 42 +837 0.83% Q3 2026 Oct 29, 2026
ALGERT GLOBAL LLC History No change 104,099 6,519 0.08% 0.08% 43 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 94,554 6,076 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 94,642 5,927 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 92,889 5,817 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
Mills Wealth Advisors LLC History Reduced 87,169 5,733 1.81% 1.73% 47 -656 -0.75% Q3 2026 Oct 22, 2026
Intrinsic Value Partners, LLC History No change 91,091 5,705 3.9% 3.9% 48 0 0.0% Q2 2026 Jul 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 88,600 5,549 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 87,809 5,499 0.0% 0.0% 50 0 0.0% Q2 2026 Sep 02, 2026
Gem Investment Advisors, LLC History No change 81,142 5,081 3.12% 3.12% 51 0 0.0% Q2 2026 Aug 10, 2026
Journey Advisory Group, LLC History Added to 76,297 5,018 0.37% 0.36% 52 +263 0.35% Q3 2026 Nov 04, 2026
ROYCE & ASSOCIATES LP History No change 78,800 4,935 0.04% 0.04% 53 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 75,100 4,703 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 11, 2026
Trexquant Investment LP History No change 74,170 4,645 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 14, 2026
Rye Brook Capital LLC History Added to 69,195 4,552 2.95% 3.01% 56 +610 0.89% Q3 2026 Oct 07, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 68,082 4,478 0.3% 0.16% 57 +30,381 80.58% Q3 2026 Oct 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 71,361 4,469 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 67,186 4,383 0.01% 0.0% 59 +22,172 49.26% Q3 2026 Oct 13, 2026
WELLS FARGO & COMPANY/MN History No change 69,940 4,380 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 69,251 4,337 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 68,495 4,289 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 62,639 3,924 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 58,782 3,682 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 58,200 3,645 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 53,303 3,338 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 52,939 3,324 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Mraz, Amerine & Associates, Inc. History Reduced 49,752 3,272 0.51% 0.45% 68 -75 -0.15% Q3 2026 Oct 30, 2026
HRT FINANCIAL LP History No change 52,147 3,265 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 48,990 3,063 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 48,060 3,010 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 45,362 2,841 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 12, 2026
RMR Capital Management, LLC History No change 42,964 2,826 1.98% 1.85% 73 0 0.0% Q3 2026 Oct 23, 2026
Russell Investments Group, Ltd. History No change 42,449 2,658 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 42,070 2,634 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 24, 2026
STIFEL FINANCIAL CORP History No change 41,992 2,629 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 41,829 2,619 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 07, 2026
ExodusPoint Capital Management, LP History No change 41,635 2,607 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History Reduced 39,500 2,598 0.0% 0.0% 79 -5,264 -11.76% Q3 2026 Nov 05, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 41,060 2,571 0.14% 0.14% 80 0 0.0% Q2 2026 Aug 13, 2026
Dauntless Investment Group, LLC History No change 36,167 2,265 1.78% 1.78% 81 0 0.0% Q2 2026 Aug 13, 2026
Annex Advisory Services, LLC History Added to 33,457 2,200 0.04% 0.03% 82 +3,539 11.83% Q3 2026 Oct 15, 2026
Susquehanna Portfolio Strategies, LLC History No change 34,494 2,160 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 34,015 2,130 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 33,129 2,074 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 32,302 2,023 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Vest Financial, LLC History Added to 30,544 2,009 0.02% 0.02% 87 +1,029 3.49% Q3 2026 Oct 21, 2026
Blackhawk Capital Partners, LLC History No change 31,534 1,974 0.64% 0.64% 88 0 0.0% Q2 2026 Jul 20, 2026
Creative Planning History Added to 29,527 1,942 0.0% 0.0% 89 +400 1.37% Q3 2026 Nov 02, 2026
Horizon Investments, LLC History No change 30,581 1,915 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 30,088 1,884 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 11, 2026
Institute for Wealth Management, LLC. History No change 29,034 1,818 0.16% 0.16% 92 0 0.0% Q2 2026 Jul 28, 2026
Schonfeld Strategic Advisors LLC History No change 28,395 1,778 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
Linden Thomas Advisory Services, LLC History New 26,713 1,757 0.14% — 94 +26,713 New Q3 2026 Oct 19, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 24,260 1,596 0.0% 0.0% 95 -1,752 -6.74% Q3 2026 Nov 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 25,175 1,576 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
RBF Capital, LLC History No change 25,000 1,565 0.06% 0.06% 97 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 24,200 1,515 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 24,116 1,510 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 24,066 1,507 0.18% 0.18% 100 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 22,644 1,418 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 21,175 1,393 0.0% 0.0% 102 +6,214 41.53% Q3 2026 Oct 22, 2026
Illinois Municipal Retirement Fund History Added to 21,084 1,386 0.02% 0.01% 103 +319 1.54% Q3 2026 Nov 05, 2026
Pflug Koory, LLC History No change 20,694 1,361 0.56% 0.52% 104 0 0.0% Q3 2026 Oct 26, 2026
NORGES BANK History No change 21,400 1,340 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History Reduced 20,191 1,328 0.85% 0.85% 107 -3,402 -14.42% Q3 2026 Oct 30, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 21,215 1,328 0.0% 0.0% 106 0 0.0% Q2 2026 Sep 09, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 21,128 1,323 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 10, 2026
Kerrisdale Advisers, LLC History No change 20,610 1,290 0.32% 0.32% 109 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 20,374 1,276 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 10, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 20,004 1,252 0.16% 0.16% 111 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Added to 18,700 1,230 0.0% 0.0% 112 +13,938 292.69% Q3 2026 Nov 04, 2026
Lumbard & Kellner, LLC History No change 18,572 1,163 0.35% 0.35% 113 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 18,283 1,145 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 18,214 1,139 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History Reduced 17,045 1,121 0.0% 0.0% 116 -896 -4.99% Q3 2026 Nov 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 17,913 1,121 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 17,116 1,072 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History Reduced 16,200 1,065 0.02% 0.02% 119 -1,200 -6.9% Q3 2026 Oct 20, 2026
LPL Financial LLC History No change 16,059 1,005 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 07, 2026
State of Tennessee, Department of Treasury History No change 15,776 988 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 14,934 982 0.81% 0.83% 122 0 0.0% Q3 2026 Oct 27, 2026
Vanguard Global Advisers, LLC History No change 15,593 976 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 14,791 926 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 29, 2026
Squarepoint Ops LLC History No change 14,333 897 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Meixler Investment Management, Ltd. History Reduced 13,398 881 0.48% 0.47% 126 -257 -1.88% Q3 2026 Nov 03, 2026
CITIGROUP INC History Reduced 13,114 862 0.0% 0.0% 127 -14,754 -52.94% Q3 2026 Nov 04, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 13,700 858 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Byrne Asset Management LLC History Reduced 13,027 848 0.47% 0.46% 129 -500 -3.7% Q3 2026 Oct 06, 2026
Steward Partners Investment Advisory, LLC History No change 13,397 839 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
180 WEALTH ADVISORS, LLC History Reduced 12,720 836 0.08% 0.08% 131 -688 -5.13% Q3 2026 Nov 03, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 12,600 828 0.18% — 132 +12,600 New Q3 2026 Nov 02, 2026
XTX Topco Ltd History No change 12,847 804 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 12,721 796 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 12,580 787 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 12,522 784 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 12,520 784 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 12,532 784 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 12,019 752 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 10, 2026
GSA CAPITAL PARTNERS LLP History No change 11,945 748 0.05% 0.05% 140 0 0.0% Q2 2026 Aug 06, 2026
Erste Asset Management GmbH History No change 11,500 724 0.01% 0.01% 141 0 0.0% Q2 2026 Jul 28, 2026
Argent Trust Co History No change 11,520 721 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 06, 2026
Arizona State Retirement System History Added to 10,916 718 0.0% 0.0% 143 +596 5.78% Q3 2026 Nov 03, 2026
Police & Firemen's Retirement System of New Jersey History No change 11,474 718 0.01% 0.01% 144 0 0.0% Q2 2026 Jul 23, 2026
Forest Hill Capital, LLC History No change 11,400 713 0.55% 0.55% 145 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 11,289 707 0.07% 0.07% 146 0 0.0% Q2 2026 Jul 31, 2026
STRS OHIO History Added to 10,600 697 0.0% 0.0% 147 +3,000 39.47% Q3 2026 Oct 30, 2026
FRANKLIN RESOURCES INC History No change 11,055 692 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 10,296 677 0.03% 0.03% 149 0 0.0% Q3 2026 Oct 26, 2026
Quadrature Capital Ltd History No change 10,613 664 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 06, 2026
Aquatic Capital Management LLC History No change 10,607 664 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Reduced 9,909 652 0.0% 0.0% 152 -713 -6.71% Q3 2026 Oct 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 9,862 648 0.01% 0.01% 153 -751 -7.08% Q3 2026 Oct 22, 2026
Corient Private Wealth LP History No change 10,247 641 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 27, 2026
Inspire Investing, LLC History Reduced 9,648 634 0.03% 0.03% 155 -1,216 -11.19% Q3 2026 Oct 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 10,000 626 0.03% 0.03% 156 0 0.0% Q2 2026 Jul 23, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 9,822 615 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 9,655 604 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Investments Australia, Ltd. History No change 9,640 603 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
GUGGENHEIM CAPITAL LLC History No change 9,621 602 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 12, 2026
KLP KAPITALFORVALTNING AS History No change 9,500 594 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 8,987 591 0.0% 0.0% 162 -407 -4.33% Q3 2026 Nov 03, 2026
State of Alaska, Department of Revenue History Reduced 8,790 577 0.01% 0.01% 164 -7,607 -46.39% Q3 2026 Oct 15, 2026
FIFTH THIRD BANCORP History No change 9,227 577 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 8,550 562 0.01% 0.01% 165 -500 -5.52% Q3 2026 Oct 29, 2026
Groupe la Francaise History No change 8,759 548 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 25, 2026
Viewpoint Capital Management LLC History No change 8,180 538 0.25% 0.26% 167 0 0.0% Q3 2026 Oct 27, 2026
Engineers Gate Manager LP History No change 8,490 531 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History Reduced 7,648 503 0.23% 0.27% 169 -199 -2.54% Q3 2026 Nov 05, 2026
Independent Advisor Alliance History No change 8,006 501 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 12, 2026
Callan Family Office, LLC History No change 7,993 500 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 7,845 491 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
PKS Advisory Services, LLC History No change 7,592 475 0.08% 0.08% 173 0 0.0% Q3 2026 Oct 26, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 7,548 472 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 7,445 466 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 7,369 461 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 7,286 456 0.17% 0.17% 177 0 0.0% Q2 2026 Aug 05, 2026
Tidal Investments LLC History No change 7,196 450 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 7,189 450 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 6,767 445 0.0% — 180 +6,767 New Q3 2026 Oct 30, 2026
ALLSTATE CORP History No change 7,036 440 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 6,962 436 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 6,768 423 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 19, 2026
Pictet Asset Management Holding SA History Reduced 6,144 404 0.0% 0.0% 185 -520 -7.8% Q3 2026 Nov 03, 2026
Bridgewater Associates, LP History No change 6,461 404 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 6,347 397 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 6,182 387 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 6,106 382 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 06, 2026
Laird Norton Wetherby Trust Company, LLC History No change 6,042 378 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 5,934 371 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 12, 2026
Quantbot Technologies LP History No change 5,831 365 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 5,509 362 0.0% 0.0% 193 +3,316 151.21% Q3 2026 Oct 28, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 5,858 362 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 05, 2026
Maryland State Retirement & Pension System History No change 5,762 360 0.01% 0.01% 194 0 0.0% Q2 2026 Jul 30, 2026
SEI INVESTMENTS CO History No change 5,658 354 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Technology Lab Private Ltd History No change 5,640 353 0.08% 0.08% 196 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History Reduced 5,326 350 0.0% 0.0% 197 -232 -4.17% Q3 2026 Oct 28, 2026
Cresset Asset Management, LLC History No change 5,577 349 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 5,462 342 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
Sage Investment Counsel LLC History No change 5,200 342 0.34% 0.33% 200 0 0.0% Q3 2026 Oct 26, 2026
CULLEN INVESTMENT GROUP, LTD. History Added to 5,060 333 0.04% 0.04% 201 +8 0.16% Q3 2026 Oct 13, 2026
FIRST CITIZENS BANK & TRUST CO History New 5,036 331 0.0% — 202 +5,036 New Q3 2026 Oct 13, 2026
Fifth Third Wealth Advisors LLC History New 4,963 326 0.01% — 204 +4,963 New Q3 2026 Oct 22, 2026
Focus Partners Wealth History No change 5,210 326 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 5,117 320 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,084 318 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History New 4,709 309 0.01% — 207 +4,709 New Q3 2026 Nov 03, 2026
Sequoia Financial Advisors, LLC History No change 4,930 308 0.0% 0.0% 208 0 0.0% Q2 2026 Jul 17, 2026
J. Safra Sarasin Holding AG History No change 4,840 303 0.0% 0.0% 209 0 0.0% Q3 2026 Oct 26, 2026
StoneX Group Inc. History New 4,574 300 0.01% — 210 +4,574 New Q3 2026 Nov 03, 2026
Cerity Partners LLC History No change 4,766 298 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 14, 2026
Cordoba Advisory Partners LLC History No change 4,472 294 0.04% 0.06% 212 0 0.0% Q3 2026 Oct 19, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 4,353 286 0.0% 0.0% 213 -185 -4.08% Q3 2026 Oct 23, 2026
Neuberger Berman Group LLC History No change 4,456 279 0.0% 0.0% 214 0 0.0% Q2 2026 Oct 27, 2026
ARMISTICE CAPITAL, LLC History No change 4,370 273 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 4,040 268 0.01% 0.01% 216 0 0.0% Q3 2026 Oct 20, 2026
First City Capital Management, Inc. History Reduced 4,045 266 0.13% 0.16% 217 -1,200 -22.88% Q3 2026 Oct 27, 2026
Freestone Grove Partners LP History No change 4,253 266 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 14, 2026
Cross Staff Investments Inc History Added to 3,901 256 0.15% 0.14% 220 +1 0.03% Q3 2026 Oct 22, 2026
M&T BANK CORP History No change 4,104 256 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,014 251 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 11, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 3,992 250 0.07% 0.07% 222 0 0.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History No change 3,976 249 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Reduced 3,725 245 0.0% 0.0% 225 -63 -1.66% Q3 2026 Nov 03, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 3,919 245 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 06, 2026
CAPTRUST FINANCIAL ADVISORS History No change 3,784 236 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 3,710 232 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 3,690 231 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 03, 2026
Ameritas Investment Partners, Inc. History No change 3,530 221 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 13, 2026
Fermata Advisors, LLC History Added to 3,293 216 0.04% 0.04% 230 +12 0.37% Q3 2026 Oct 09, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,429 214 0.0% 0.0% 231 0 0.0% Q2 2026 Sep 23, 2026
Beacon Pointe Advisors, LLC History No change 3,343 209 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 18, 2026
Fruth Investment Management History New 3,150 207 0.05% — 233 +3,150 New Q3 2026 Oct 13, 2026
OneDigital Investment Advisors LLC History No change 3,281 205 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 06, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 3,217 200 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,196 200 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 3,152 197 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Added to 2,880 189 0.0% 0.0% 238 +1,930 203.16% Q3 2026 Oct 08, 2026
Ensign Peak Advisors, Inc History No change 2,974 186 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,700 177 0.0% 0.0% 240 +153 6.01% Q3 2026 Oct 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,713 169 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History Added to 2,537 166 0.01% 0.01% 242 +344 15.69% Q3 2026 Oct 08, 2026
Nykredit A/S History No change 2,524 158 0.0% 0.0% 243 0 0.0% Q2 2026 Sep 08, 2026
Granite FO LLC History No change 2,000 131 0.07% 0.07% 244 0 0.0% Q3 2026 Oct 14, 2026
Tower Research Capital LLC (TRC) History No change 1,843 115 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,681 110 0.01% 0.01% 246 +34 2.06% Q3 2026 Oct 27, 2026
New Age Alpha Advisors, LLC History No change 1,718 107 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History No change 1,346 89 0.0% 0.0% 248 0 0.0% Q3 2026 Oct 22, 2026
Sterling Capital Management LLC History Added to 1,283 84 0.0% 0.0% 249 +1,146 836.5% Q3 2026 Oct 22, 2026
FEDERATED HERMES, INC. History No change 1,286 80 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,268 79 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 1,200 78 0.01% 0.01% 252 0 0.0% Q3 2026 Oct 09, 2026
US BANCORP \DE\ History No change 1,150 72 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History Added to 920 60 0.0% 0.0% 254 +861 1459.32% Q3 2026 Nov 03, 2026
JONES FINANCIAL COMPANIES LLLP History No change 849 56 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Wealth Management LLC History No change 820 51 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History Added to 696 45 0.0% 0.0% 257 +10 1.46% Q3 2026 Oct 27, 2026
SIGNATUREFD, LLC History Added to 656 43 0.0% 0.0% 258 +10 1.55% Q3 2026 Oct 23, 2026
Kemnay Advisory Services Inc. History No change 682 42 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL CONSULATE, INC History Added to 629 41 0.0% 0.0% 260 +4 0.64% Q3 2026 Oct 23, 2026
Blue Trust, Inc. History Added to 614 40 0.0% 0.0% 261 +383 165.8% Q3 2026 Oct 15, 2026
EverSource Wealth Advisors, LLC History Added to 600 39 0.0% 0.0% 263 +65 12.15% Q3 2026 Nov 04, 2026
BNP Paribas Asset Management Holding S.A. History No change 625 39 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 12, 2026
LOOMIS SAYLES & CO L P History No change 474 29 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 391 24 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 393 24 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 373 23 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History Reduced 336 22 0.0% 0.0% 268 -14 -4.0% Q3 2026 Oct 21, 2026
Optiver Holding B.V. History No change 360 22 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 318 20 0.0% 0.0% 270 0 0.0% Q3 2026 Oct 29, 2026
Essential Partners LLC History Reduced 258 16 0.01% 0.01% 273 -41 -13.71% Q3 2026 Oct 14, 2026
UMB Bank, n.a. History No change 264 16 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 268 16 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Added to 194 12 0.0% 0.0% 276 +117 151.95% Q3 2026 Oct 01, 2026
HUNTINGTON NATIONAL BANK History No change 193 12 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 185 12 0.0% 0.0% 275 0 0.0% Q3 2026 Oct 16, 2026
SJS Investment Consulting Inc. History No change 172 11 0.0% 0.0% 277 0 0.0% Q3 2026 Oct 26, 2026
Root Financial Partners, LLC History New 166 10 0.0% — 278 +166 New Q3 2026 Oct 21, 2026
TD Capital Management LLC History No change 154 9 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 06, 2026
Basecamp Wealth Advisors LLC History No change 154 9 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 125 8 0.0% 0.0% 281 0 0.0% Q3 2026 Nov 04, 2026
Bare Financial Services, Inc History No change 123 8 0.0% 0.0% 282 0 0.0% Q3 2026 Nov 04, 2026
True Wealth Design, LLC History No change 108 7 0.0% 0.0% 283 0 0.0% Q3 2026 Oct 13, 2026
Fortitude Family Office, LLC History Added to 101 6 0.0% 0.0% 284 +1 1.0% Q3 2026 Oct 14, 2026
Quarry LP History No change 110 6 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 80 5 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 06, 2026
Wilkerson Advisory Group LLC History No change 85 5 0.0% 0.0% 287 0 0.0% Q3 2026 Oct 20, 2026
MassMutual Private Wealth & Trust, FSB History No change 67 4 0.0% 0.0% 288 0 0.0% Q3 2026 Oct 05, 2026
High Note Wealth, LLC History No change 69 4 0.0% 0.0% 289 0 0.0% Q3 2026 Oct 27, 2026
Medallion Wealth Advisors, LLC History No change 74 4 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History New 59 3 0.0% — 297 +59 New Q3 2026 Oct 14, 2026
Clark Wealth Partners History New 54 3 0.0% — 298 +54 New Q3 2026 Oct 16, 2026
LANARK FINANCIAL, INC. History Added to 50 3 0.0% 0.0% 291 +25 100.0% Q3 2026 Oct 26, 2026
JFS WEALTH ADVISORS, LLC History Reduced 46 3 0.0% 0.0% 292 -1 -2.13% Q3 2026 Nov 03, 2026
CVA Family Office, LLC History No change 62 3 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 07, 2026
SBI Securities Co., Ltd. History No change 48 3 0.0% 0.0% 294 0 0.0% Q3 2026 Oct 21, 2026
Bell Investment Advisors, Inc History No change 55 3 0.0% 0.0% 295 0 0.0% Q3 2026 Oct 28, 2026
Keating Financial Advisory Services, Inc. History No change 54 3 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 39 2 0.0% 0.0% 299 +16 69.57% Q3 2026 Oct 22, 2026
Marquette Asset Management, LLC History No change 33 2 0.0% 0.0% 300 0 0.0% Q3 2026 Oct 09, 2026
IFG Advisory, LLC History No change 44 2 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History New 25 1 0.0% — 306 +25 New Q3 2026 Oct 08, 2026
UMB Private Wealth Management, LLC History New 24 1 0.0% — 307 +24 New Q3 2026 Oct 19, 2026
VALLEY NATIONAL ADVISERS INC History New 16 1 0.0% — 305 +16 New Q3 2026 Oct 23, 2026
Creative Capital Management Investments LLC History Added to 19 1 0.0% — 302 +7 58.33% Q3 2026 Oct 27, 2026
Dogwood Wealth Management LLC History No change 22 1 0.0% 0.0% 303 0 0.0% Q2 2026 Jul 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 19 1 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History Closed out 0 0 — 0.01% — -7,750 -100.0% Q3 2026 Nov 04, 2026
Chicago Partners Investment Group LLC History Closed out 0 0 — 0.0% — -3,251 -100.0% Q3 2026 Oct 26, 2026
Gallacher Capital Management LLC History Closed out 0 0 — 0.11% — -3,201 -100.0% Q3 2026 Oct 29, 2026
State of Wyoming History Closed out 0 0 — 0.0% — -409 -100.0% Q3 2026 Oct 28, 2026
MONTAG A & ASSOCIATES INC History Closed out 0 0 — 0.0% — -200 -100.0% Q3 2026 Oct 29, 2026
Founders Capital Management History Closed out 0 0 — 0.01% — -200 -100.0% Q3 2026 Oct 13, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -47 -100.0% Q3 2026 Oct 16, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -15 -100.0% Q3 2026 Oct 07, 2026
Ascentis Wealth Management, LLC History New 13 0 — — — +13 New Q3 2026 Nov 03, 2026
Provenance Wealth Advisors, LLC History New 9 0 — — — +9 New Q3 2026 Oct 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 1 0 — — — -4 -80.0% Q3 2026 Oct 09, 2026
Navigoe, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Nov 03, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2026 Nov 04, 2026
Cedar Mountain Advisors, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 15, 2026
DiNuzzo Private Wealth, Inc. History Reduced 7 0 — — — -2 -22.22% Q3 2026 Oct 15, 2026
Bay Harbor Wealth Management, LLC History Reduced 12 0 — — — -1 -7.69% Q3 2026 Nov 03, 2026
Signature Resources Capital Management, LLC History New 1 0 — — — +1 New Q3 2026 Oct 16, 2026
Hughes Financial Services, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 30, 2026
Clearstead Advisors, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 12 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
Transamerica Financial Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 9 0 — — — 0 0.0% Q3 2026 Nov 05, 2026
Rockefeller Capital Management L.P. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Davis Capital Management History No change 2 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Evolution Advisers, Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 4 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
LRI Investments, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Ankerstar Wealth, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 04, 2026