Kinetik Holdings Inc. - KNTK

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
Blackstone Inc. History No change 11,918,786 576,154 1.75% 1.75% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 8,595,744 415,518 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 4,260,188 205,937 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,242,907 156,762 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,408,767 116,439 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,998,756 96,619 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
CITADEL ADVISORS LLC History No change 1,879,429 90,851 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 02, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History Added to 1,773,000 89,004 4.08% 3.79% 8 +21,000 1.2% Q3 2026 Oct 26, 2026
Invesco Ltd. History No change 1,834,178 88,664 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
COHEN & STEERS, INC. History No change 1,516,790 73,322 0.12% 0.12% 10 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 1,419,099 68,599 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,327,945 64,205 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 1,256,175 60,752 0.04% 0.04% 13 0 0.0% Q2 2026 Oct 27, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,126,430 56,546 0.03% 0.03% 14 -61,959 -5.21% Q3 2026 Nov 02, 2026
UBS Group AG History No change 1,155,740 55,868 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 13, 2026
Yaupon Capital Management LP History No change 1,002,184 48,445 0.95% 0.95% 16 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,001,272 48,401 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 978,263 47,289 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
Zimmer Partners, LP History No change 838,050 40,511 0.93% 0.93% 19 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 806,591 40,495 0.01% 0.01% 20 +83,589 11.56% Q3 2026 Nov 04, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 824,217 39,843 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 14, 2026
RR Advisors, LLC History No change 797,999 38,575 11.16% 11.16% 22 0 0.0% Q2 2026 Aug 13, 2026
Advisors Capital Management, LLC History No change 689,811 33,345 0.35% 0.35% 23 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 651,900 31,512 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 630,237 30,465 0.23% 0.23% 25 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 617,145 29,832 0.04% 0.04% 26 0 0.0% Q2 2026 Aug 14, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 597,843 28,899 0.48% 0.48% 27 0 0.0% Q2 2026 Aug 14, 2026
NEOS Investment Management LLC History Added to 543,894 27,303 0.09% 0.07% 28 +151,766 38.7% Q3 2026 Nov 04, 2026
NORTHERN TRUST CORP History No change 548,078 26,494 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
CHICKASAW CAPITAL MANAGEMENT LLC History Reduced 495,159 24,856 0.89% 0.88% 30 -12,683 -2.5% Q3 2026 Oct 07, 2026
Pictet Asset Management Holding SA History Added to 481,466 24,169 0.02% 0.02% 31 +30,550 6.78% Q3 2026 Nov 03, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 497,603 24,054 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 484,188 23,405 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 481,120 23,257 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History Reduced 450,466 22,613 0.01% 0.01% 35 -208,352 -31.63% Q3 2026 Nov 04, 2026
BROOKFIELD Corp /ON/ History No change 416,225 20,120 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 14, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 386,650 19,409 0.64% 0.62% 37 -20 -0.01% Q3 2026 Nov 02, 2026
Catalyst Capital Advisors LLC History Reduced 352,775 17,709 0.29% 0.3% 38 -17,855 -4.82% Q3 2026 Nov 02, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History No change 364,543 17,622 0.18% 0.18% 39 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 359,204 17,363 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History No change 350,944 16,964 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 324,400 15,681 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Longaeva Partners L.P. History No change 311,859 15,075 0.33% 0.33% 43 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 301,519 14,575 0.05% 0.05% 44 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 281,913 13,627 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Alyeska Investment Group, L.P. History No change 274,961 13,291 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 14, 2026
M&G Plc History New 261,924 13,096 0.07% — 47 +261,924 New Q3 2026 Nov 04, 2026
MORGAN STANLEY History No change 268,216 12,965 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 266,660 12,890 0.04% 0.04% 49 0 0.0% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History No change 261,559 12,643 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 03, 2026
Gilman Hill Asset Management, LLC History Reduced 245,130 12,305 1.71% 1.65% 51 -3,834 -1.54% Q3 2026 Oct 13, 2026
D. E. Shaw & Co., Inc. History No change 240,768 11,638 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 239,179 11,561 0.01% 0.01% 53 0 0.0% Q2 2026 Sep 09, 2026
RAYMOND JAMES FINANCIAL INC History No change 237,314 11,471 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 202,905 9,808 0.15% 0.15% 55 0 0.0% Q2 2026 Aug 13, 2026
Bridgewater Associates, LP History No change 199,024 9,620 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 14, 2026
CAXTON ASSOCIATES LLP History No change 193,197 9,339 0.18% 0.18% 57 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Added to 182,568 9,164 0.04% 0.04% 58 +18,949 11.58% Q3 2026 Nov 02, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 178,685 8,969 0.24% 0.18% 59 +39,950 28.8% Q3 2026 Oct 26, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 179,517 8,677 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 170,814 8,257 0.04% 0.04% 61 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 163,269 7,892 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 13, 2026
Aventail Capital Group, LP History No change 155,763 7,529 0.43% 0.43% 63 0 0.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 137,037 6,624 0.11% 0.11% 64 0 0.0% Q2 2026 Aug 14, 2026
Covalis Capital LLP History No change 135,983 6,573 0.37% 0.37% 65 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 127,046 6,141 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 126,577 6,118 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 125,248 6,054 0.0% 0.0% 68 0 0.0% Q2 2026 Sep 02, 2026
Legal & General Group Plc History No change 124,106 5,999 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 123,870 5,987 0.07% 0.07% 70 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 120,101 5,805 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 119,018 5,753 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 113,757 5,710 0.02% 0.02% 73 +13,336 13.28% Q3 2026 Oct 28, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 117,726 5,690 2.15% 2.15% 74 0 0.0% Q2 2026 Aug 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 109,474 5,291 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 108,698 5,254 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 106,100 5,128 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 105,800 5,114 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 105,440 5,096 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 103,348 4,995 0.0% 0.0% 80 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 90,181 4,612 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Added to 90,862 4,561 0.23% 0.19% 82 +7,117 8.5% Q3 2026 Nov 05, 2026
Kingsview Wealth Management, LLC History No change 93,344 4,512 0.05% 0.05% 83 0 0.0% Q2 2026 Aug 18, 2026
Pinnacle Holdings, LLC History No change 92,598 4,476 1.38% 1.38% 84 0 0.0% Q2 2026 Aug 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 92,279 4,460 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 12, 2026
Jump Financial, LLC History No change 91,000 4,398 0.04% 0.04% 86 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 87,534 4,394 0.0% 0.0% 87 +9,264 11.84% Q3 2026 Nov 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 88,750 4,290 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 82,389 3,982 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 76,338 3,695 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Senator Investment Group LP History No change 75,500 3,649 0.13% 0.13% 91 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 72,463 3,502 0.05% 0.05% 92 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 71,936 3,477 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 69,526 3,361 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 65,046 3,144 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 62,499 3,021 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 27, 2026
Vident Advisory, LLC History No change 62,487 3,020 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 59,951 2,898 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 24, 2026
Squarepoint Ops LLC History No change 57,710 2,789 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 54,613 2,640 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 54,358 2,627 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 53,770 2,599 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
HITE Hedge Asset Management LLC History No change 52,889 2,556 0.14% 0.14% 103 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 51,596 2,494 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 07, 2026
Uniplan Investment Counsel, Inc. History No change 50,514 2,441 0.23% 0.23% 105 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 48,253 2,332 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 45,790 2,298 0.0% 0.0% 107 +787 1.75% Q3 2026 Nov 02, 2026
NewEdge Advisors, LLC History No change 46,187 2,232 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 43,327 2,094 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 38,262 1,849 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 05, 2026
NOMURA HOLDINGS INC History No change 37,883 1,831 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History Added to 33,972 1,815 0.03% 0.03% 112 +126 0.37% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 33,972 1,815 0.03% 0.03% 113 +126 0.37% Q3 2026 Oct 20, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 37,049 1,790 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
Treasurer of the State of North Carolina History No change 35,375 1,710 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
SL ADVISORS, LLC History Reduced 33,972 1,705 3.33% 2.96% 116 -1,000 -2.86% Q3 2026 Oct 13, 2026
SEI INVESTMENTS CO History No change 35,241 1,703 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 34,316 1,659 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 33,851 1,636 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 32,890 1,590 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 07, 2026
SIR Capital Management, L.P. History No change 32,391 1,565 0.18% 0.18% 121 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 31,292 1,512 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 30,155 1,457 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 29,777 1,439 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
Bramshill Investments, LLC History No change 29,411 1,421 0.11% 0.11% 125 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History Added to 27,926 1,401 0.06% 0.03% 126 +14,016 100.76% Q3 2026 Oct 22, 2026
Fractal Investments LLC History No change 27,502 1,380 0.16% 0.15% 127 0 0.0% Q3 2026 Oct 28, 2026
Louisiana State Employees Retirement System History Added to 27,100 1,360 0.02% 0.02% 128 +4,200 18.34% Q3 2026 Oct 20, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 27,995 1,353 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 11, 2026
GROUP ONE TRADING LLC History No change 27,900 1,348 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Illinois Municipal Retirement Fund History Added to 26,566 1,333 0.01% 0.01% 131 +3,736 16.36% Q3 2026 Nov 05, 2026
FEDERATED HERMES, INC. History No change 27,042 1,307 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 25,265 1,268 0.01% 0.01% 133 +2,936 13.15% Q3 2026 Oct 15, 2026
Cetera Investment Advisers History No change 25,966 1,255 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 25,808 1,247 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Reduced 24,841 1,246 0.01% 0.02% 136 -6,535 -20.83% Q3 2026 Oct 15, 2026
Jupiter Topco LLC History No change 25,606 1,238 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 25,358 1,225 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 07, 2026
Orion Porfolio Solutions, LLC History No change 25,200 1,218 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 24,481 1,183 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Reduced 23,146 1,161 0.0% 0.0% 141 -4,454 -16.14% Q3 2026 Nov 04, 2026
Pacer Advisors, Inc. History No change 24,001 1,160 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 23,016 1,155 0.35% 0.35% 143 -945 -3.94% Q3 2026 Oct 19, 2026
MFG WEALTH MANAGEMENT, INC. History Reduced 22,434 1,126 0.82% 0.79% 144 -395 -1.73% Q3 2026 Oct 08, 2026
Royal Fund Management, LLC History Added to 21,876 1,098 0.09% 0.09% 146 +289 1.34% Q3 2026 Oct 22, 2026
GUGGENHEIM CAPITAL LLC History No change 22,727 1,098 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History New 21,564 1,082 0.0% — 147 +21,564 New Q3 2026 Nov 05, 2026
Kestra Advisory Services, LLC History Reduced 20,964 1,052 0.0% 0.0% 148 -510 -2.37% Q3 2026 Nov 02, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 20,862 1,047 0.0% 0.0% 149 -2,984 -12.51% Q3 2026 Oct 22, 2026
WESPAC Advisors, LLC History Reduced 20,043 1,006 0.51% 0.49% 150 -649 -3.14% Q3 2026 Oct 26, 2026
Vanguard Global Advisers, LLC History No change 20,220 977 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 19,842 959 0.02% 0.02% 152 0 0.0% Q2 2026 Aug 06, 2026
Barnett & Company, Inc. History No change 19,740 954 0.71% 0.71% 153 0 0.0% Q2 2026 Aug 12, 2026
Essex Financial Services, Inc. History No change 19,589 946 0.05% 0.05% 154 0 0.0% Q2 2026 Aug 10, 2026
PFG Investments, LLC History No change 19,100 923 0.04% 0.04% 155 0 0.0% Q2 2026 Jul 23, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 18,806 909 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 29, 2026
SALEM INVESTMENT COUNSELORS INC History No change 18,035 905 0.02% 0.02% 157 0 0.0% Q3 2026 Oct 13, 2026
VAN ECK ASSOCIATES CORP History No change 18,513 894 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 17,804 893 0.04% 0.01% 159 -42 -0.24% Q3 2026 Oct 21, 2026
Bridgefront Capital, LLC History No change 18,044 872 0.23% 0.23% 160 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 17,356 838 0.08% 0.08% 161 0 0.0% Q2 2026 Jul 31, 2026
Dakota Wealth Management History No change 17,035 823 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 07, 2026
AMALGAMATED BANK History Added to 16,153 811 0.01% 0.0% 163 +2,131 15.2% Q3 2026 Oct 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 16,013 803 0.01% 0.01% 164 +2,817 21.35% Q3 2026 Oct 22, 2026
NORGES BANK History No change 16,438 794 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History Added to 15,550 780 0.0% 0.0% 166 +1,001 6.88% Q3 2026 Nov 03, 2026
AMERICAN FINANCIAL GROUP INC History No change 16,000 773 0.27% 0.27% 167 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 14,973 751 0.0% 0.0% 168 +2,581 20.83% Q3 2026 Nov 03, 2026
FIFTH THIRD BANCORP History No change 15,371 743 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 05, 2026
GLENMEDE TRUST CO NA History No change 15,340 741 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,246 736 0.01% 0.01% 171 0 0.0% Q2 2026 Jul 23, 2026
DIVIDEND ASSETS CAPITAL, LLC History No change 15,135 731 0.14% 0.14% 172 0 0.0% Q2 2026 Aug 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 14,287 717 0.01% 0.01% 173 +2,400 20.19% Q3 2026 Oct 29, 2026
Icon Wealth Advisors, LLC History No change 14,773 714 0.04% 0.04% 174 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 14,220 687 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 13,488 652 0.11% 0.11% 176 0 0.0% Q2 2026 Aug 04, 2026
KLP KAPITALFORVALTNING AS History No change 13,500 652 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 12, 2026
Waterloo Capital, L.P. History No change 12,555 606 0.03% 0.03% 178 0 0.0% Q2 2026 Jul 29, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 12,555 606 0.15% 0.15% 179 0 0.0% Q2 2026 Nov 03, 2026
OSAIC HOLDINGS, INC. History No change 12,185 589 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 12,184 588 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 10,549 573 0.0% 0.0% 182 +239 2.32% Q3 2026 Oct 13, 2026
Amundi History No change 11,807 570 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Investments Australia, Ltd. History No change 11,812 570 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
Soltis Investment Advisors LLC History New 11,303 567 0.03% — 185 +11,303 New Q3 2026 Oct 28, 2026
Advisory Services Network, LLC History No change 10,948 529 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 12, 2026
Hardy Reed LLC History No change 10,651 514 0.03% 0.03% 187 0 0.0% Q2 2026 Aug 03, 2026
CASTLEARK MANAGEMENT LLC History No change 10,370 501 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 14, 2026
Park Place Capital Corp History No change 10,294 497 0.08% 0.08% 189 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,262 496 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 10,180 492 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 19, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 9,977 482 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 12, 2026
Recurrent Investment Advisors LLC History No change 9,970 481 0.03% 0.03% 193 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History Added to 9,458 474 0.01% 0.01% 194 +12 0.13% Q3 2026 Oct 23, 2026
ExodusPoint Capital Management, LP History No change 9,723 470 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 9,658 466 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 9,500 459 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 9,440 456 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 10, 2026
New Age Alpha Advisors, LLC History No change 9,322 450 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 13, 2026
Inspire Advisors, LLC History No change 9,266 445 0.03% 0.03% 200 0 0.0% Q2 2026 Aug 13, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 8,706 437 0.02% 0.02% 201 -276 -3.07% Q3 2026 Oct 13, 2026
Mutual Advisors, LLC History No change 8,854 428 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 8,620 416 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 8,546 413 0.03% 0.03% 204 0 0.0% Q2 2026 Aug 06, 2026
Jefferies Financial Group Inc. History No change 8,389 405 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 17, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 8,313 401 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 8,122 392 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History Added to 7,676 385 0.0% 0.0% 208 +295 4.0% Q3 2026 Oct 28, 2026
Vanguard Personalized Indexing Management, LLC History No change 7,937 383 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 7,900 381 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 13, 2026
Maryland State Retirement & Pension System History No change 7,657 370 0.01% 0.01% 211 0 0.0% Q2 2026 Jul 30, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 7,251 364 0.0% 0.0% 212 +1,266 21.15% Q3 2026 Oct 23, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 7,489 362 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 13, 2026
Fieldview Capital Management, LLC History No change 6,938 335 0.1% 0.1% 214 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 6,655 321 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 12, 2026
iSAM Funds (UK) Ltd History No change 6,400 309 0.22% 0.22% 216 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 6,385 308 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 5,725 276 0.0% 0.0% 218 0 0.0% Q2 2026 Jul 20, 2026
SALZHAUER MICHAEL History No change 5,300 266 0.11% 0.09% 219 0 0.0% Q3 2026 Oct 27, 2026
Jain Global LLC History No change 5,470 264 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History Added to 5,254 263 0.0% 0.0% 221 +140 2.74% Q3 2026 Nov 03, 2026
Engineers Gate Manager LP History No change 5,355 258 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 14, 2026
Arrow Investment Advisors, LLC History Added to 5,040 253 0.22% 0.21% 223 +467 10.21% Q3 2026 Nov 02, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 4,942 248 0.0% 0.0% 224 0 0.0% Q3 2026 Oct 27, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History No change 5,116 247 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History Added to 4,905 246 0.0% 0.0% 226 +605 14.07% Q3 2026 Oct 15, 2026
Papamarkou Wellner Asset Management inc. History No change 5,050 244 0.15% 0.15% 227 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History Reduced 4,240 236 0.0% 0.0% 228 -8 -0.19% Q3 2026 Oct 26, 2026
Principle Wealth Partners LLC History No change 4,707 236 0.01% 0.01% 229 0 0.0% Q3 2026 Nov 02, 2026
Tower Research Capital LLC (TRC) History No change 4,879 235 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 4,840 233 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 10, 2026
Schonfeld Strategic Advisors LLC History No change 4,784 231 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 4,778 230 0.05% 0.05% 233 0 0.0% Q2 2026 Jul 17, 2026
Delta Investment Management, LLC History No change 4,727 228 0.04% 0.04% 234 0 0.0% Q2 2026 Aug 13, 2026
Bright Futures Wealth Management, LLC. History Reduced 4,539 227 0.16% 0.14% 235 -49 -1.07% Q3 2026 Oct 23, 2026
Ameritas Investment Partners, Inc. History No change 4,691 226 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 13, 2026
J. Team Financial, Inc. History Reduced 4,443 223 0.19% 0.21% 237 -73 -1.62% Q3 2026 Nov 03, 2026
Quantbot Technologies LP History No change 4,584 221 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 4,538 219 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 12, 2026
Caprock Group, LLC History No change 4,386 212 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 27, 2026
Palo Duro Investment Partners, LP History No change 4,406 212 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History Added to 4,190 210 0.0% 0.0% 242 +769 22.48% Q3 2026 Oct 21, 2026
Interval Partners, LP History No change 4,317 208 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History New 4,133 207 0.0% — 244 +4,133 New Q3 2026 Nov 05, 2026
Virtus Investment Advisers, LLC History No change 4,153 200 0.05% 0.05% 245 0 0.0% Q2 2026 Aug 11, 2026
North Star Investment Management Corp. History No change 3,750 188 0.01% 0.01% 246 0 0.0% Q3 2026 Oct 27, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 3,321 166 0.0% 0.0% 247 +2,140 181.2% Q3 2026 Oct 20, 2026
IFP Advisors, Inc History Added to 3,168 159 0.0% 0.0% 248 +67 2.16% Q3 2026 Oct 16, 2026
GAMMA Investing LLC History Added to 3,069 154 0.01% 0.01% 249 +187 6.49% Q3 2026 Oct 08, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,839 137 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 13, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 2,500 125 0.02% 0.02% 251 0 0.0% Q3 2026 Oct 14, 2026
Caitong International Asset Management Co., Ltd History Reduced 2,447 122 0.01% 0.02% 252 -104 -4.08% Q3 2026 Oct 29, 2026
Nykredit A/S History No change 2,249 108 0.0% 0.0% 253 0 0.0% Q2 2026 Sep 08, 2026
Covestor Ltd History Added to 2,000 100 0.06% 0.0% 254 +1,985 13233.33% Q3 2026 Oct 30, 2026
Westend Capital Management, LLC History No change 1,907 92 0.02% 0.02% 255 0 0.0% Q2 2026 Aug 07, 2026
KBC Group NV History No change 1,825 92 0.0% 0.0% 256 0 0.0% Q3 2026 Oct 22, 2026
SIGNATUREFD, LLC History Added to 1,714 86 0.0% 0.0% 257 +301 21.3% Q3 2026 Oct 23, 2026
Versant Capital Management, Inc History No change 1,612 80 0.01% 0.01% 258 0 0.0% Q3 2026 Oct 01, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,552 75 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 12, 2026
SBI Okasan Asset Management Co.Ltd. History No change 1,300 64 0.0% 0.0% 260 0 0.0% Q2 2026 Jul 21, 2026
Sterling Capital Management LLC History Added to 1,135 56 0.0% 0.0% 261 +166 17.13% Q3 2026 Oct 22, 2026
Chung Wu Investment Group, LLC History No change 1,040 52 0.04% 0.03% 262 0 0.0% Q3 2026 Nov 03, 2026
Farther Finance Advisors, LLC History Added to 1,014 50 0.0% 0.0% 263 +258 34.13% Q3 2026 Oct 08, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 927 46 0.0% — 264 +911 5693.75% Q3 2026 Oct 27, 2026
Steward Partners Investment Advisory, LLC History No change 943 45 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 821 39 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History Added to 743 37 0.01% 0.0% 268 +364 96.04% Q3 2026 Nov 05, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 742 37 0.0% 0.0% 267 +24 3.34% Q3 2026 Oct 22, 2026
US BANCORP \DE\ History No change 694 33 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 675 32 0.0% 0.0% 270 0 0.0% Q2 2026 Jul 24, 2026
Rialto Wealth Management, LLC History No change 603 29 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 569 27 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 533 26 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 532 26 0.0% 0.0% 274 0 0.0% Q3 2026 Oct 29, 2026
SUMMIT SECURITIES GROUP LLC History New 500 25 0.0% — 275 +500 New Q3 2026 Nov 05, 2026
Kemnay Advisory Services Inc. History No change 486 23 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 422 20 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 06, 2026
SBI Securities Co., Ltd. History Added to 391 19 0.0% 0.0% 278 +20 5.39% Q3 2026 Oct 21, 2026
Optiver Holding B.V. History No change 360 17 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History Added to 304 15 0.0% 0.0% 282 +35 13.01% Q3 2026 Oct 27, 2026
SJS Investment Consulting Inc. History Reduced 318 15 0.0% 0.0% 284 -21 -6.19% Q3 2026 Oct 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 311 15 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 07, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 320 15 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History No change 330 15 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 06, 2026
Osbon Capital Management LLC History No change 296 14 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 13, 2026
BFC Planning, Inc. History No change 300 14 0.0% 0.0% 286 0 0.0% Q2 2026 Oct 29, 2026
Acumen Wealth Advisors, LLC History New 269 13 0.0% — 291 +269 New Q3 2026 Nov 05, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 269 13 0.0% 0.0% 290 +5 1.89% Q3 2026 Oct 19, 2026
Larson Financial Group LLC History Added to 275 13 0.0% 0.0% 288 +1 0.36% Q3 2026 Nov 05, 2026
UMB Bank, n.a. History No change 282 13 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 275 13 0.0% 0.0% 289 0 0.0% Q3 2026 Oct 20, 2026
Smartleaf Asset Management LLC History No change 243 12 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History New 225 11 0.0% — 295 +225 New Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Reduced 234 11 0.0% 0.0% 294 -112 -32.37% Q3 2026 Nov 04, 2026
Parallel Advisors, LLC History Added to 224 11 0.0% 0.0% 293 +1 0.45% Q3 2026 Nov 03, 2026
IFS Advisors, LLC History No change 200 10 0.0% 0.0% 296 0 0.0% Q3 2026 Oct 14, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 200 9 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 172 8 0.0% 0.0% 298 0 0.0% Q3 2026 Oct 14, 2026
Bare Financial Services, Inc History New 153 7 0.0% — 301 +153 New Q3 2026 Nov 04, 2026
Root Financial Partners, LLC History New 148 7 0.0% — 300 +148 New Q3 2026 Oct 21, 2026
FINANCIAL CONSULATE, INC History Added to 144 7 0.0% — 299 +139 2780.0% Q3 2026 Oct 23, 2026
FIRST HORIZON CORP History Added to 127 6 0.0% 0.0% 302 +99 353.57% Q3 2026 Oct 26, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 131 6 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 13, 2026
STRS OHIO History No change 100 5 0.0% 0.0% 304 0 0.0% Q3 2026 Oct 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 103 4 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 12, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 80 4 0.0% 0.0% 306 0 0.0% Q3 2026 Oct 28, 2026
CVA Family Office, LLC History No change 69 3 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 57 2 0.0% — 308 +37 185.0% Q3 2026 Oct 22, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 45 2 0.0% 0.0% 309 +12 36.36% Q3 2026 Oct 28, 2026
Fortitude Family Office, LLC History Added to 42 2 0.0% 0.0% 311 +11 35.48% Q3 2026 Oct 14, 2026
JFS WEALTH ADVISORS, LLC History Added to 45 2 0.0% 0.0% 310 +10 28.57% Q3 2026 Nov 03, 2026
Essential Partners LLC History Added to 41 2 0.0% 0.0% 313 +1 2.5% Q3 2026 Oct 14, 2026
Keating Financial Advisory Services, Inc. History No change 42 2 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 11, 2026
True Wealth Design, LLC History Reduced 24 1 0.0% 0.0% 317 -44 -64.71% Q3 2026 Oct 13, 2026
UMB Private Wealth Management, LLC History New 33 1 0.0% — 319 +33 New Q3 2026 Oct 19, 2026
Ascentis Wealth Management, LLC History New 27 1 0.0% — 318 +27 New Q3 2026 Nov 03, 2026
MassMutual Private Wealth & Trust, FSB History Added to 22 1 0.0% — 315 +18 450.0% Q3 2026 Oct 05, 2026
Clearstead Advisors, LLC History No change 25 1 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 33 1 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
Fulcrum Asset Management LLP History Closed out 0 0 — 0.02% — -3,888 -100.0% Q3 2026 Nov 04, 2026
VALLEY NATIONAL ADVISERS INC History New 16 0 — — — +16 New Q3 2026 Oct 23, 2026
Canton Hathaway, LLC History New 10 0 — — — +10 New Q3 2026 Oct 23, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -9 -100.0% Q3 2026 Nov 04, 2026
Creative Capital Management Investments LLC History Added to 19 0 — — — +8 72.73% Q3 2026 Oct 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Closed out 0 0 — — — -6 -100.0% Q3 2026 Nov 04, 2026
Rakuten Securities, Inc. History Added to 9 0 — — — +5 125.0% Q3 2026 Nov 02, 2026
Davis Capital Management History Added to 6 0 — — — +4 200.0% Q3 2026 Oct 08, 2026
Bay Harbor Wealth Management, LLC History Added to 12 0 — — — +2 20.0% Q3 2026 Nov 03, 2026
DecisionPoint Financial, LLC History Added to 4 0 — — — +2 100.0% Q3 2026 Oct 27, 2026
Navigoe, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Nov 03, 2026
GHP Investment Advisors, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Cedar Mountain Advisors, LLC History No change 9 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Evolution Advisers, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
DiNuzzo Private Wealth, Inc. History No change 5 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
LRI Investments, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Ankerstar Wealth, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 9 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
HFM Investment Advisors, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Financial Management LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 28, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 20 0 — — — 0 0.0% Q2 2026 Aug 13, 2026