Kearny Financial Corp. - KRNY

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 8,928,263 84,461 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,020,863 27,670 0.01% 0.01% 2 +27,380 0.91% Q3 2026 Nov 04, 2026
T. Rowe Price Investment Management, Inc. History No change 2,643,127 25,004 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,575,124 24,360 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 2,479,729 23,458 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 2,233,683 21,130 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,126,241 20,114 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,806,315 17,087 0.0% 0.0% 8 0 0.0% Q2 2026 Sep 22, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,668,122 15,780 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 1,542,352 14,590 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,552,180 14,222 0.0% 0.0% 11 -9,293 -0.6% Q3 2026 Nov 06, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 1,233,340 11,667 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 784,527 7,421 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
ICON ADVISERS INC/CO History No change 726,400 6,871 1.29% 1.29% 14 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 617,420 5,840 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 580,220 5,488 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 541,903 5,126 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 509,000 4,662 0.0% 0.0% 18 +115,749 29.43% Q3 2026 Nov 02, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 487,405 4,610 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 393,717 3,724 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Added to 399,646 3,660 0.0% 0.0% 21 +10,145 2.6% Q3 2026 Nov 05, 2026
VANGUARD FIDUCIARY TRUST CO History No change 382,596 3,619 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 382,172 3,615 0.06% 0.06% 23 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 378,516 3,580 0.0% 0.0% 24 0 0.0% Q2 2026 Sep 02, 2026
Nuveen, LLC History Added to 387,880 3,552 0.0% 0.0% 25 +189,075 95.11% Q3 2026 Nov 10, 2026
ALGERT GLOBAL LLC History No change 370,979 3,509 0.04% 0.04% 26 0 0.0% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 357,017 3,377 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 322,258 3,048 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 313,151 2,962 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
HENNESSY ADVISORS INC History Added to 298,000 2,729 0.1% 0.09% 30 +8,000 2.76% Q3 2026 Oct 28, 2026
MORGAN STANLEY History No change 270,968 2,563 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
WHITE PINE CAPITAL LLC History Reduced 277,600 2,542 0.61% 0.62% 32 -170 -0.06% Q3 2026 Nov 09, 2026
BANK OF AMERICA CORP /DE/ History No change 252,687 2,390 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 245,710 2,324 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 230,281 2,178 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 284,718 2,149 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 215,762 2,041 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 187,338 1,772 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History Added to 185,883 1,702 0.01% 0.01% 39 +11,850 6.81% Q3 2026 Nov 10, 2026
River Wealth Advisors LLC History No change 166,946 1,529 0.16% 0.17% 40 0 0.0% Q3 2026 Nov 09, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 155,081 1,420 0.0% 0.0% 41 +58,290 60.22% Q3 2026 Nov 09, 2026
Schonfeld Strategic Advisors LLC History No change 149,805 1,417 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History Reduced 127,315 1,166 0.0% 0.0% 43 -494,208 -79.52% Q3 2026 Nov 10, 2026
BAILARD, INC. History No change 119,825 1,097 0.02% 0.02% 44 0 0.0% Q3 2026 Oct 13, 2026
Vanguard Global Advisers, LLC History No change 113,873 1,077 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History Added to 104,783 959 0.0% 0.0% 46 +12,709 13.8% Q3 2026 Nov 06, 2026
Focus Partners Wealth History No change 99,278 939 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 97,007 918 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 100,200 917 0.0% 0.0% 49 +19,400 24.01% Q3 2026 Oct 30, 2026
Pinnacle Holdings, LLC History No change 95,575 904 0.28% 0.28% 50 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 93,375 883 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 86,212 815 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 04, 2026
FMR LLC History Added to 85,822 786 0.0% 0.0% 53 +23,326 37.32% Q3 2026 Nov 10, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 78,907 746 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 78,225 740 0.07% 0.07% 55 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 73,055 691 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Added to 74,504 682 0.0% 0.0% 57 +1,947 2.68% Q3 2026 Nov 10, 2026
WELLS FARGO & COMPANY/MN History No change 70,797 669 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Reduced 72,522 664 0.0% 0.0% 59 -13,371 -15.57% Q3 2026 Nov 06, 2026
Qube Research & Technologies Ltd History No change 69,046 653 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 70,173 642 0.0% 0.0% 61 +13,149 23.06% Q3 2026 Nov 10, 2026
Mariner, LLC History No change 63,934 604 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
Odyssean, LLC History No change 63,262 598 0.1% 0.1% 63 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 61,838 584 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 19, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 63,473 583 0.0% 0.0% 65 +5,933 10.31% Q3 2026 Oct 13, 2026
Y-Intercept (Hong Kong) Ltd History New 62,470 572 0.01% — 66 +62,470 New Q3 2026 Oct 16, 2026
Watershed Asset Management, L.L.C. History No change 58,916 557 0.5% 0.5% 67 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 57,351 542 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 51,128 483 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 17, 2026
DEUTSCHE BANK AG\ History Reduced 50,160 459 0.0% 0.0% 70 -7,186 -12.53% Q3 2026 Nov 06, 2026
ROYAL BANK OF CANADA History No change 48,464 458 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 46,067 435 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 27, 2026
GSA CAPITAL PARTNERS LLP History No change 45,441 430 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History Reduced 42,877 392 0.0% 0.0% 74 -5,187 -10.79% Q3 2026 Nov 04, 2026
HSBC HOLDINGS PLC History No change 39,529 370 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History No change 36,389 344 0.04% 0.04% 76 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 36,096 341 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History Reduced 36,127 330 0.0% 0.0% 78 -15,432 -29.93% Q3 2026 Nov 10, 2026
MetLife Investment Management, LLC History No change 33,989 321 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 32,308 305 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History Reduced 32,313 295 0.0% 0.0% 81 -180 -0.55% Q3 2026 Nov 10, 2026
JPMORGAN CHASE & CO History No change 30,513 282 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 12, 2026
Cambria Investment Management, L.P. History No change 29,422 278 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History Added to 30,637 277 0.01% 0.01% 84 +525 1.74% Q3 2026 Oct 20, 2026
Graham Capital Management, L.P. History No change 29,280 276 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 28,133 266 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 28,068 265 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 27,066 256 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Semanteon Capital Management, LP History Added to 27,886 255 0.94% 1.17% 89 +381 1.39% Q3 2026 Nov 09, 2026
Arax Advisory Partners History No change 25,867 244 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 10, 2026
Rafferty Asset Management, LLC History No change 25,672 242 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 25,589 242 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 24,669 233 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 21,766 205 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 18,810 177 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 19,293 176 0.0% 0.0% 96 -30 -0.16% Q3 2026 Nov 05, 2026
AXQ CAPITAL, LP History No change 18,042 170 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 06, 2026
Police & Firemen's Retirement System of New Jersey History No change 17,980 164 0.0% 0.0% 98 0 0.0% Q3 2026 Nov 09, 2026
Pallas Capital Advisors LLC History No change 17,307 163 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 17,077 161 0.0% 0.0% 100 0 0.0% Q2 2026 Sep 09, 2026
Caprock Group, LLC History No change 16,890 159 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 27, 2026
Savant Capital, LLC History New 16,977 155 0.0% — 102 +16,977 New Q3 2026 Nov 05, 2026
Merit Financial Group, LLC History Added to 16,736 153 0.0% 0.0% 103 +3,087 22.62% Q3 2026 Nov 06, 2026
Eurizon Capital SGR S.p.A. History Reduced 16,813 153 0.0% 0.0% 104 -537 -3.1% Q3 2026 Nov 06, 2026
Private Advisor Group, LLC History Added to 16,665 152 0.0% 0.0% 105 +589 3.66% Q3 2026 Nov 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 15,185 143 0.0% 0.0% 106 0 0.0% Q2 2026 Jul 29, 2026
Aquatic Capital Management LLC History No change 14,809 140 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Focus Advisor Solutions, LLC History New 14,809 135 0.0% — 109 +14,809 New Q3 2026 Nov 10, 2026
Inscription Capital, LLC History No change 14,760 135 0.01% 0.01% 108 0 0.0% Q3 2026 Nov 02, 2026
Kingsview Wealth Management, LLC History No change 13,753 130 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 18, 2026
CWA Asset Management Group, LLC History No change 14,184 129 0.0% 0.0% 111 0 0.0% Q3 2026 Oct 19, 2026
BRIGHTON JONES LLC History Added to 13,968 127 0.0% 0.0% 112 +915 7.01% Q3 2026 Nov 03, 2026
Bluesphere Advisors LLC History No change 13,804 126 0.04% 0.04% 113 0 0.0% Q3 2026 Oct 19, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 13,532 123 0.0% 0.0% 114 -367 -2.64% Q3 2026 Nov 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 12,736 120 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 12,383 113 0.0% 0.0% 116 0 0.0% Q3 2026 Oct 23, 2026
Ballentine Partners, LLC History No change 11,959 113 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 17, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 11,928 112 0.0% 0.0% 118 0 0.0% Q2 2026 Sep 23, 2026
Equitable Holdings, Inc. History No change 11,715 110 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 17, 2026
Vise Technologies, Inc. History Added to 11,937 109 0.0% 0.0% 120 +1,611 15.6% Q3 2026 Oct 28, 2026
Neuberger Berman Group LLC History No change 10,306 97 0.0% 0.0% 121 0 0.0% Q2 2026 Oct 27, 2026
Krilogy Financial LLC History Reduced 10,618 96 0.0% 0.0% 122 -778 -6.83% Q3 2026 Oct 13, 2026
HB Wealth Management, LLC History New 10,436 95 0.0% — 126 +10,436 New Q3 2026 Oct 23, 2026
Chicago Partners Investment Group LLC History New 10,247 95 0.0% — 125 +10,247 New Q3 2026 Oct 26, 2026
PRUDENTIAL FINANCIAL INC History No change 10,112 95 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 10,118 95 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
Longboard Asset Management, LP History New 10,049 92 2.48% — 127 +10,049 New Q3 2026 Oct 14, 2026
SIGNATUREFD, LLC History Added to 9,930 90 0.0% 0.0% 128 +1,406 16.49% Q3 2026 Oct 23, 2026
USA FINANCIAL FORMULAS History New 7,690 70 0.01% — 129 +7,690 New Q3 2026 Oct 16, 2026
CANADA LIFE ASSURANCE Co History No change 7,189 68 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History Added to 6,218 56 0.01% 0.0% 131 +5,590 890.13% Q3 2026 Oct 14, 2026
Legal & General Group Plc History No change 5,724 54 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 5,244 49 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 4,724 44 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 11, 2026
Employees Retirement System of Texas History New 3,562 33 0.0% — 137 +3,562 New Q3 2026 Nov 10, 2026
GAMMA Investing LLC History Added to 3,675 33 0.0% 0.0% 136 +1,846 100.93% Q3 2026 Oct 08, 2026
Versant Capital Management, Inc History Added to 3,661 33 0.0% 0.0% 135 +200 5.78% Q3 2026 Oct 01, 2026
Allworth Financial LP History Added to 3,271 30 0.0% 0.0% 138 +429 15.1% Q3 2026 Nov 06, 2026
Parallel Advisors, LLC History Added to 3,124 28 0.0% 0.0% 139 +1,901 155.44% Q3 2026 Nov 03, 2026
State of Alaska, Department of Revenue History New 2,563 23 0.0% — 140 +2,563 New Q3 2026 Oct 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,081 19 0.0% 0.0% 141 +1,222 142.26% Q3 2026 Nov 06, 2026
EverSource Wealth Advisors, LLC History Reduced 2,142 19 0.0% 0.0% 142 -21 -0.97% Q3 2026 Nov 04, 2026
Farther Finance Advisors, LLC History Added to 2,072 18 0.0% 0.0% 144 +688 49.71% Q3 2026 Oct 08, 2026
Rockefeller Capital Management L.P. History No change 1,982 18 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 1,491 14 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Reduced 1,138 10 0.0% 0.01% 147 -31,297 -96.49% Q3 2026 Oct 22, 2026
Essential Partners LLC History Reduced 1,145 10 0.0% 0.01% 148 -154 -11.86% Q3 2026 Oct 14, 2026
FIFTH THIRD BANCORP History No change 1,098 10 0.0% 0.0% 146 0 0.0% Q3 2026 Nov 05, 2026
IFP Advisors, Inc History Reduced 985 9 0.0% 0.0% 149 -183 -15.67% Q3 2026 Oct 16, 2026
Pinnacle Wealth Planning Services, Inc. History No change 990 9 0.0% 0.0% 150 0 0.0% Q3 2026 Oct 27, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 911 8 0.0% 0.0% 151 0 0.0% Q3 2026 Oct 13, 2026
SJS Investment Consulting Inc. History Added to 869 7 0.0% — 155 +804 1236.92% Q3 2026 Oct 26, 2026
Larson Financial Group LLC History Added to 770 7 0.0% 0.0% 154 +409 113.3% Q3 2026 Nov 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 769 7 0.0% 0.0% 152 +83 12.1% Q3 2026 Nov 10, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 802 7 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 24, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 729 6 0.0% — 158 +729 New Q3 2026 Oct 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 680 6 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 658 6 0.0% 0.0% 157 0 0.0% Q3 2026 Oct 20, 2026
True Wealth Design, LLC History Added to 546 5 0.0% 0.0% 160 +2 0.37% Q3 2026 Oct 13, 2026
US BANCORP \DE\ History No change 626 5 0.0% 0.0% 159 0 0.0% Q3 2026 Nov 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 459 4 0.0% 0.0% 161 -30,843 -98.53% Q3 2026 Nov 10, 2026
SBI Securities Co., Ltd. History Added to 533 4 0.0% 0.0% 162 +3 0.57% Q3 2026 Oct 21, 2026
Kilter Group LLC History No change 335 3 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History New 300 2 0.0% — 167 +300 New Q3 2026 Nov 10, 2026
Clark Wealth Partners History New 295 2 0.0% — 171 +295 New Q3 2026 Oct 16, 2026
Root Financial Partners, LLC History New 266 2 0.0% — 168 +266 New Q3 2026 Oct 21, 2026
Smartleaf Asset Management LLC History New 243 2 0.0% — 169 +243 New Q3 2026 Nov 10, 2026
Provenance Wealth Advisors, LLC History New 223 2 0.0% — 170 +223 New Q3 2026 Oct 30, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 221 2 0.0% — 166 +221 New Q3 2026 Nov 09, 2026
Parkside Financial Bank & Trust History Added to 290 2 0.0% 0.0% 165 +50 20.83% Q3 2026 Oct 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 300 2 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History Added to 58 1 0.0% — 174 +7 13.73% Q3 2026 Oct 30, 2026
JONES FINANCIAL COMPANIES LLLP History No change 146 1 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 132 1 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Closed out 0 0 — 0.0% — -70,395 -100.0% Q3 2026 Nov 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.0% — -15,253 -100.0% Q3 2026 Nov 09, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 63 0 — 0.0% — -992 -94.03% Q3 2026 Oct 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -140 -100.0% Q3 2026 Nov 02, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -64 -100.0% Q3 2026 Oct 29, 2026
Avion Wealth History Closed out 0 0 — — — -59 -100.0% Q3 2026 Nov 03, 2026
Breakwater Investment Management History New 50 0 — — — +50 New Q3 2026 Oct 20, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -45 -100.0% Q3 2026 Oct 07, 2026
Silver Grove Financial Group, Inc. History New 15 0 — — — +15 New Q3 2026 Nov 05, 2026
Clearstead Advisors, LLC History Reduced 15 0 — — — -6 -28.57% Q3 2026 Nov 06, 2026
MassMutual Private Wealth & Trust, FSB History No change 103 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
NewEdge Advisors, LLC History No change 59 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 25 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
IMG Wealth Management, Inc. History No change 10 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Basecamp Wealth Advisors LLC History No change 93 0 — — — 0 0.0% Q2 2026 Aug 14, 2026