LEVI STRAUSS & CO - LEVI

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
JPMORGAN CHASE & CO History No change 6,920,808 169,531 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 4,850,839 120,446 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,124,300 102,406 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,979,340 98,807 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 3,254,670 80,813 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 2,801,209 69,554 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 2,731,538 67,824 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 02, 2026
GW&K Investment Management, LLC History No change 2,582,378 64,120 0.5% 0.5% 8 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 2,219,151 55,101 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,127,020 52,813 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,958,174 48,617 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 11, 2026
EASTERN BANK History Reduced 2,450,676 48,278 0.73% 0.93% 12 -130 -0.01% Q3 2026 Oct 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,776,289 44,105 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,771,017 43,974 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,644,561 40,834 0.03% 0.03% 15 0 0.0% Q2 2026 Sep 09, 2026
GOLDMAN SACHS GROUP INC History No change 1,419,649 35,249 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
OBERWEIS ASSET MANAGEMENT INC/ History No change 1,358,100 33,721 0.7% 0.7% 17 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,329,222 33,004 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,238,086 30,752 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 1,207,646 29,985 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History New 1,435,242 28,274 0.49% — 21 +1,435,242 New Q3 2026 Oct 13, 2026
Allspring Global Investments Holdings, LLC History No change 1,138,535 27,894 0.04% 0.04% 22 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 1,114,918 27,683 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 04, 2026
Swedbank AB History Added to 1,379,000 27,166 0.02% 0.03% 24 +37,800 2.82% Q3 2026 Oct 27, 2026
HRT FINANCIAL LP History No change 1,057,212 26,250 0.05% 0.05% 25 0 0.0% Q2 2026 Aug 14, 2026
Bragg Financial Advisors, Inc History No change 1,032,963 25,648 0.69% 0.69% 26 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,015,041 25,203 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 1,011,000 25,103 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 983,097 24,410 0.0% 0.0% 29 0 0.0% Q2 2026 Sep 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 904,272 22,453 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 885,178 21,978 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 811,600 20,152 0.26% 0.26% 32 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 796,300 19,772 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 12, 2026
OFI INVEST ASSET MANAGEMENT History No change 890,547 19,340 0.19% 0.19% 34 0 0.0% Q2 2026 Jul 17, 2026
D. E. Shaw & Co., Inc. History No change 760,572 18,885 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 734,279 18,232 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 726,494 18,038 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 719,177 17,857 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 689,411 17,118 0.2% 0.2% 39 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 648,542 16,103 0.07% 0.07% 40 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 636,253 15,798 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 622,144 15,447 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 574,895 14,274 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 548,046 13,607 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 530,627 13,175 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
M. Kulyk & Associates, LLC History No change 524,975 13,035 2.13% 2.13% 46 0 0.0% Q2 2026 Aug 07, 2026
MetLife Investment Management, LLC History No change 524,287 13,018 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 513,881 12,759 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 508,188 12,618 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 480,129 11,921 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 19, 2026
Walleye Capital LLC History No change 453,421 11,258 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 03, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 432,368 10,584 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 392,152 9,737 0.0% 0.0% 53 0 0.0% Q2 2026 Sep 23, 2026
TORONTO DOMINION BANK History No change 362,500 9,000 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 359,625 8,930 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 358,247 8,895 0.47% 0.47% 56 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 350,949 8,714 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 07, 2026
Susquehanna Portfolio Strategies, LLC History No change 343,567 8,530 0.14% 0.14% 58 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 338,000 8,392 0.07% 0.07% 59 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 305,057 7,574 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 302,200 7,503 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
AMF Tjanstepension AB History Added to 380,241 7,490 0.04% 0.04% 62 +130,731 52.4% Q3 2026 Oct 22, 2026
Schonfeld Strategic Advisors LLC History No change 294,652 7,316 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 14, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 290,721 7,218 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 286,776 7,115 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 273,294 6,785 0.04% 0.04% 66 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 267,002 6,629 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 06, 2026
RAYMOND JAMES FINANCIAL INC History No change 266,122 6,607 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 258,000 6,406 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 03, 2026
Illinois Municipal Retirement Fund History No change 205,971 5,114 0.06% 0.06% 70 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 201,192 4,995 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 200,211 4,971 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
Swiss National Bank History No change 187,200 4,648 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 11, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 181,597 4,509 0.59% 0.59% 74 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 181,269 4,500 0.24% 0.24% 75 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 180,423 4,427 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
GAM Holding AG History Reduced 207,200 4,081 0.34% 0.44% 77 -22,300 -9.72% Q3 2026 Nov 03, 2026
Invesco Ltd. History No change 163,433 4,058 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 158,801 3,943 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Capricorn Fund Managers Ltd History Added to 200,000 3,940 0.37% 0.33% 80 +31,300 18.55% Q3 2026 Nov 03, 2026
ARMISTICE CAPITAL, LLC History No change 158,000 3,923 0.05% 0.05% 81 0 0.0% Q2 2026 Aug 14, 2026
GLOBEFLEX CAPITAL L P History No change 154,443 3,834 0.49% 0.49% 82 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History No change 146,900 3,647 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 12, 2026
NewSquare Capital LLC History No change 143,393 3,560 0.26% 0.26% 84 0 0.0% Q2 2026 Jul 28, 2026
BESSEMER GROUP INC History No change 142,267 3,532 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 12, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 140,605 3,491 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 138,135 3,429 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 134,060 3,328 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 12, 2026
Fund 1 Investments, LLC History No change 133,627 3,317 0.55% 0.55% 89 0 0.0% Q2 2026 Aug 14, 2026
BancFirst Trust & Investment Management History No change 165,130 3,261 1.71% 1.71% 90 0 0.0% Q3 2026 Oct 29, 2026
Boston Common Asset Management, LLC History New 164,815 3,246 0.19% — 91 +164,815 New Q3 2026 Oct 13, 2026
JENSEN INVESTMENT MANAGEMENT INC History No change 128,120 3,181 0.08% 0.08% 92 0 0.0% Q2 2026 Aug 07, 2026
National Philanthropic Trust History No change 124,019 3,079 0.04% 0.04% 93 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 121,652 3,020 0.04% 0.04% 94 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 120,970 3,003 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 14, 2026
Tabor Asset Management, LP History No change 116,264 2,886 0.88% 0.88% 96 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 114,212 2,835 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 111,098 2,758 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 111,035 2,756 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 109,725 2,724 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 109,113 2,709 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 108,800 2,701 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 108,773 2,700 0.01% 0.01% 103 0 0.0% Q2 2026 Jul 28, 2026
Concentric Capital Strategies, LP History No change 106,850 2,653 0.15% 0.15% 104 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 104,463 2,593 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 24, 2026
FIRST TRUST ADVISORS LP History No change 104,242 2,588 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 102,673 2,549 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 03, 2026
Xcel Wealth Management, LLC History Reduced 129,052 2,542 0.63% 0.83% 108 -10,997 -7.85% Q3 2026 Oct 26, 2026
IMC-Chicago, LLC History No change 101,552 2,521 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 06, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 101,462 2,519 0.89% 0.89% 110 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 96,268 2,390 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
Elo Mutual Pension Insurance Co History No change 92,418 2,294 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 13, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History Reduced 116,069 2,286 0.68% 0.92% 113 -12,287 -9.57% Q3 2026 Oct 30, 2026
Dean Capital Management History No change 90,125 2,237 0.81% 0.81% 114 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 88,737 2,203 0.04% 0.04% 115 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 86,295 2,142 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 06, 2026
Fieldview Capital Management, LLC History No change 85,080 2,112 0.6% 0.6% 117 0 0.0% Q2 2026 Aug 14, 2026
GARDNER RUSSO & QUINN LLC History No change 83,725 2,078 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 13, 2026
Emerald Investment Advisers, LLC History No change 81,190 2,015 0.13% 0.13% 119 0 0.0% Q2 2026 Aug 12, 2026
SANDLER CAPITAL MANAGEMENT History No change 79,860 1,982 0.98% 0.98% 120 0 0.0% Q2 2026 Aug 14, 2026
Vest Financial, LLC History New 95,189 1,875 0.02% — 121 +95,189 New Q3 2026 Oct 21, 2026
Entropy Technologies, LP History No change 75,000 1,862 0.07% 0.07% 122 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History Reduced 91,286 1,798 0.0% 0.01% 123 -4,376 -4.57% Q3 2026 Oct 22, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 72,243 1,793 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 17, 2026
Gotham Asset Management, LLC History No change 72,111 1,790 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 68,141 1,691 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 66,490 1,650 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 65,320 1,622 0.1% 0.1% 128 0 0.0% Q2 2026 Aug 06, 2026
Legal & General Group Plc History No change 63,716 1,582 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History Reduced 77,880 1,534 0.02% 0.02% 130 -850 -1.08% Q3 2026 Oct 26, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 59,787 1,484 0.1% 0.1% 131 0 0.0% Q2 2026 Aug 11, 2026
ExodusPoint Capital Management, LP History No change 59,524 1,477 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 14, 2026
Lancaster Investment Management History Reduced 69,509 1,369 0.84% 1.11% 133 -4,735 -6.38% Q3 2026 Oct 21, 2026
BARCLAYS PLC History No change 52,331 1,299 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History No change 52,056 1,292 1.09% 1.09% 135 0 0.0% Q2 2026 Aug 07, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 50,422 1,251 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
F/m Investments LLC History No change 49,485 1,228 0.06% 0.06% 137 0 0.0% Q2 2026 Aug 05, 2026
AVIVA PLC History No change 48,993 1,216 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 61,549 1,213 0.08% 0.09% 139 +6,194 11.19% Q3 2026 Oct 22, 2026
MACKENZIE FINANCIAL CORP History Reduced 60,368 1,189 0.0% 0.0% 140 -1,715 -2.76% Q3 2026 Nov 02, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 59,370 1,169 0.01% 0.02% 141 -751 -1.25% Q3 2026 Oct 27, 2026
ALLSTATE CORP History No change 43,919 1,090 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 42,783 1,062 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 42,325 1,051 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 42,004 1,042 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 06, 2026
LPL Financial LLC History No change 40,912 1,015 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 07, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 40,600 1,008 0.03% 0.03% 147 0 0.0% Q2 2026 Aug 17, 2026
SIRIOS CAPITAL MANAGEMENT L P History No change 40,446 1,004 0.12% 0.12% 148 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 39,854 989 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
CenterBook Partners LP History New 48,046 946 0.04% — 150 +48,046 New Q3 2026 Nov 02, 2026
SG Americas Securities, LLC History No change 36,639 910 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
Handelsbanken Fonder AB History No change 36,400 904 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 10, 2026
TRUIST FINANCIAL CORP History Added to 45,192 890 0.0% 0.0% 153 +895 2.02% Q3 2026 Oct 30, 2026
Twelve Points Wealth Management LLC History Added to 39,367 885 0.17% 0.18% 154 +3,568 9.97% Q3 2026 Nov 03, 2026
Vanguard Global Advisers, LLC History No change 35,501 881 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 34,689 862 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History New 43,248 852 0.0% — 157 +43,248 New Q3 2026 Oct 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 42,120 802 0.0% 0.0% 159 +12,502 42.21% Q3 2026 Oct 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 32,301 802 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 11, 2026
Sanctuary Advisors, LLC History No change 32,003 794 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
ARISTEIA CAPITAL, L.L.C. History No change 31,549 783 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 31,049 770 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 07, 2026
Weiss Asset Management LP History No change 30,758 763 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 30,719 762 0.03% 0.03% 164 0 0.0% Q2 2026 Aug 12, 2026
EntryPoint Capital, LLC History No change 30,690 762 0.18% 0.18% 165 0 0.0% Q2 2026 Aug 13, 2026
AMI ASSET MANAGEMENT CORP History Reduced 37,778 744 0.04% 0.06% 166 -900 -2.33% Q3 2026 Oct 20, 2026
CAXTON ASSOCIATES LLP History No change 28,909 717 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History New 35,427 697 0.02% — 168 +35,427 New Q3 2026 Oct 16, 2026
Quadrature Capital Ltd History No change 27,691 687 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 06, 2026
Creative Planning History Added to 34,506 679 0.0% 0.0% 170 +1,677 5.11% Q3 2026 Nov 02, 2026
Aurora Investment Counsel History No change 27,343 678 0.35% 0.35% 171 0 0.0% Q2 2026 Aug 10, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 27,270 677 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 25,684 637 0.0% 0.0% 173 0 0.0% Q2 2026 Oct 27, 2026
Vanguard Investments Australia, Ltd. History No change 25,445 631 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
Hikari Tsushin, Inc. History No change 24,500 608 0.04% 0.04% 175 0 0.0% Q2 2026 Aug 11, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 30,500 600 0.41% 0.5% 176 0 0.0% Q3 2026 Oct 19, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 30,500 600 0.07% 0.09% 177 0 0.0% Q3 2026 Oct 14, 2026
TECTONIC ADVISORS LLC History Added to 30,198 594 0.03% 0.03% 178 +4,068 15.57% Q3 2026 Oct 22, 2026
VARCOV Co. History No change 23,955 594 0.23% 0.23% 179 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 22,982 570 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History New 28,690 565 0.0% — 181 +28,690 New Q3 2026 Nov 02, 2026
Cetera Investment Advisers History No change 22,034 547 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History Added to 26,880 529 0.0% 0.0% 183 +1,145 4.45% Q3 2026 Nov 03, 2026
KLP KAPITALFORVALTNING AS History No change 21,100 523 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 12, 2026
Sciencast Management LP History No change 20,936 519 0.11% 0.11% 185 0 0.0% Q2 2026 Jul 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 20,680 513 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 13, 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna History No change 26,000 512 0.18% 0.21% 187 0 0.0% Q3 2026 Oct 21, 2026
Lighthouse Investment Partners, LLC History No change 20,540 510 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 20,197 501 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 12, 2026
Hunter Perkins Capital Management, LLC History No change 20,069 498 0.11% 0.11% 190 0 0.0% Q2 2026 Jul 16, 2026
Pallas Capital Advisors LLC History No change 20,080 498 0.02% 0.02% 191 0 0.0% Q2 2026 Aug 07, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History No change 20,000 496 0.02% 0.02% 192 0 0.0% Q2 2026 Jul 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 18,978 471 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 07, 2026
Valmark Advisers, Inc. History No change 18,794 466 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History Added to 23,390 460 0.0% 0.0% 195 +13,633 139.73% Q3 2026 Oct 08, 2026
Jefferies Financial Group Inc. History No change 17,889 444 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 17, 2026
Janney Montgomery Scott LLC History No change 17,362 431 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 05, 2026
CANADA LIFE ASSURANCE Co History No change 16,673 414 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 16,231 403 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
EVERETT HARRIS & CO /CA/ History No change 19,575 385 0.0% 0.01% 200 0 0.0% Q3 2026 Oct 28, 2026
CAHILL FINANCIAL ADVISORS INC History No change 15,445 383 0.04% 0.04% 201 0 0.0% Q2 2026 Aug 11, 2026
Magnetar Financial LLC History No change 15,289 379 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 15,136 375 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 15,124 375 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 14,704 365 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History Added to 17,979 354 0.0% 0.0% 206 +1,801 11.13% Q3 2026 Nov 02, 2026
TUDOR INVESTMENT CORP ET AL History No change 13,900 345 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 13,665 339 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 12,870 319 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
Ares Systematic Credit Ltd History No change 12,829 318 0.19% 0.19% 210 0 0.0% Q2 2026 Aug 14, 2026
Savoir Faire Capital Management, L.P. History Reduced 16,075 316 0.27% 0.59% 211 -22,301 -58.11% Q3 2026 Nov 03, 2026
Achmea Investment Management B.V. History New 15,895 313 0.0% — 213 +15,895 New Q3 2026 Oct 30, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 12,613 313 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 10, 2026
R Squared Ltd History No change 12,579 312 0.16% 0.16% 214 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 12,251 304 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 06, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 15,353 302 0.02% 0.02% 216 0 0.0% Q3 2026 Nov 03, 2026
State of Wyoming History Added to 15,036 296 0.02% 0.03% 217 +4,069 37.1% Q3 2026 Oct 28, 2026
RWA WEALTH PARTNERS, LLC History No change 11,905 295 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 07, 2026
Pictet Asset Management Holding SA History No change 14,979 295 0.0% 0.0% 219 0 0.0% Q3 2026 Nov 03, 2026
Provenance Wealth Advisors, LLC History New 14,970 294 0.02% — 220 +14,970 New Q3 2026 Oct 30, 2026
Swiss Life Asset Management Ltd History Added to 14,583 287 0.0% 0.0% 221 +1,193 8.91% Q3 2026 Nov 03, 2026
DEUTSCHE BANK AG\ History No change 11,086 275 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 07, 2026
NIA IMPACT ADVISORS, LLC History No change 10,977 272 0.11% 0.11% 223 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD BANCORP History No change 10,913 270 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History Reduced 13,034 257 0.0% 0.0% 225 -415 -3.09% Q3 2026 Oct 26, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 12,989 255 0.0% 0.0% 226 -1,331 -9.29% Q3 2026 Nov 02, 2026
Vanguard Personalized Indexing Management, LLC History No change 10,257 254 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 12,783 252 0.0% 0.0% 228 +3,108 32.12% Q3 2026 Nov 02, 2026
Axxion S.A. History Added to 12,434 244 0.02% 0.02% 229 +1,351 12.19% Q3 2026 Oct 22, 2026
Graham Capital Management, L.P. History No change 9,744 241 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History Added to 12,233 240 0.0% 0.0% 231 +3,972 48.08% Q3 2026 Oct 28, 2026
Hennion & Walsh Asset Management, Inc. History Added to 11,944 235 0.01% 0.01% 232 +2,576 27.5% Q3 2026 Oct 13, 2026
Blueshift Asset Management, LLC History No change 9,423 233 0.05% 0.05% 233 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 9,344 232 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 9,196 228 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 04, 2026
Atria Investments, Inc History New 11,120 219 0.0% — 236 +11,120 New Q3 2026 Oct 15, 2026
Paragon Capital Management Ltd History Added to 10,775 212 0.04% 0.05% 237 +69 0.64% Q3 2026 Oct 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 10,484 206 0.0% 0.0% 238 0 0.0% Q3 2026 Oct 23, 2026
MACQUARIE GROUP LTD History No change 8,361 206 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 8,104 201 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 7,775 193 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 6,127 152 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 6,159 152 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 5,000 124 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 06, 2026
Asset Management One Co., Ltd. History Reduced 5,505 108 0.0% 0.0% 245 -3,596 -39.51% Q3 2026 Oct 27, 2026
CENTAURUS FINANCIAL, INC. History No change 4,132 103 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 17, 2026
SIGNATUREFD, LLC History Added to 5,202 102 0.0% 0.0% 247 +3,724 251.96% Q3 2026 Oct 23, 2026
State of Alaska, Department of Revenue History New 4,890 96 0.0% — 248 +4,890 New Q3 2026 Oct 15, 2026
First Command Advisory Services, Inc. History No change 3,835 95 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 10, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 4,042 79 0.0% 0.0% 250 +3,345 479.91% Q3 2026 Oct 20, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,766 68 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 10, 2026
Essential Partners LLC History Added to 2,714 53 0.02% 0.02% 252 +919 51.2% Q3 2026 Oct 14, 2026
US BANCORP \DE\ History No change 2,060 51 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 12, 2026
MONTAG A & ASSOCIATES INC History Added to 2,438 48 0.0% 0.0% 254 +425 21.11% Q3 2026 Oct 29, 2026
STANCE CAPITAL LLC History No change 1,934 48 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History Reduced 2,131 41 0.0% 0.0% 256 -5,681 -72.72% Q3 2026 Oct 16, 2026
Cape Investment Advisory, Inc. History Added to 1,955 38 0.01% 0.01% 258 +200 11.4% Q3 2026 Oct 13, 2026
Allworth Financial LP History No change 1,562 38 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 11, 2026
Hara Capital LLC History No change 1,955 38 0.02% 0.03% 259 0 0.0% Q3 2026 Oct 30, 2026
Aster Capital Management (DIFC) Ltd History No change 1,558 38 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,504 37 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 12, 2026
Nykredit A/S History No change 1,453 36 0.0% 0.0% 262 0 0.0% Q2 2026 Sep 08, 2026
Tower Research Capital LLC (TRC) History No change 1,448 35 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 11, 2026
Financial Avengers, Inc. History No change 1,275 31 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 18, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 1,246 30 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 1,441 28 0.0% — 266 +1,441 New Q3 2026 Oct 13, 2026
WELLINGTON-ALTUS USA INC. History No change 1,404 25 0.02% 0.02% 267 0 0.0% Q2 2026 Sep 17, 2026
SYNTAX RESEARCH, INC. History No change 1,013 25 0.02% 0.02% 268 0 0.0% Q2 2026 Jul 31, 2026
Bogart Wealth, LLC History No change 1,000 24 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 895 22 0.0% 0.0% 270 0 0.0% Q2 2026 Jul 24, 2026
Manchester Capital Management LLC History No change 1,008 19 0.0% 0.0% 271 0 0.0% Q3 2026 Oct 22, 2026
Global Retirement Partners, LLC History No change 793 19 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 06, 2026
Quarry LP History No change 800 19 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 879 17 0.0% 0.0% 275 +419 91.09% Q3 2026 Oct 01, 2026
Blume Capital Management, Inc. History Added to 872 17 0.0% 0.0% 274 +6 0.69% Q3 2026 Oct 23, 2026
High Note Wealth, LLC History No change 600 11 0.0% 0.0% 276 0 0.0% Q3 2026 Oct 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 432 10 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 12, 2026
St. Johns Investment Management Company, LLC History No change 500 9 0.0% 0.0% 278 0 0.0% Q3 2026 Oct 30, 2026
North Star Investment Management Corp. History Added to 419 8 0.0% 0.0% 280 +1 0.24% Q3 2026 Oct 27, 2026
HUNTINGTON NATIONAL BANK History No change 327 8 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 284 7 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 06, 2026
Institute for Wealth Management, LLC. History No change 297 7 0.0% 0.0% 282 0 0.0% Q2 2026 Jul 28, 2026
Field & Main Bank History No change 300 7 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 19, 2026
Bell Investment Advisors, Inc History No change 400 7 0.0% 0.0% 284 0 0.0% Q3 2026 Oct 28, 2026
SBI Securities Co., Ltd. History Reduced 351 6 0.0% 0.0% 287 -232 -39.79% Q3 2026 Oct 21, 2026
FINANCIAL CONSULATE, INC History No change 321 6 0.0% 0.0% 285 0 0.0% Q3 2026 Oct 23, 2026
Cedar Mountain Advisors, LLC History No change 350 6 0.0% 0.0% 286 0 0.0% Q3 2026 Oct 15, 2026
ALERUS FINANCIAL NA History No change 225 5 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 223 5 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 11, 2026
Root Financial Partners, LLC History New 252 4 0.0% — 293 +252 New Q3 2026 Oct 21, 2026
Parallel Advisors, LLC History Reduced 241 4 0.0% 0.0% 290 -224 -48.17% Q3 2026 Nov 03, 2026
True Wealth Design, LLC History Added to 251 4 0.0% 0.0% 292 +83 49.4% Q3 2026 Oct 13, 2026
Fortitude Family Office, LLC History Reduced 240 4 0.0% 0.0% 291 -6 -2.44% Q3 2026 Oct 14, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 141 3 0.0% 0.0% 294 0 0.0% Q2 2026 Oct 30, 2026
CVA Family Office, LLC History No change 158 3 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 07, 2026
SJS Investment Consulting Inc. History Added to 138 2 0.0% — 298 +130 1625.0% Q3 2026 Oct 26, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 100 2 0.0% 0.0% 296 0 0.0% Q2 2026 Sep 18, 2026
NewEdge Advisors, LLC History No change 100 2 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 100 2 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History New 52 1 0.0% — 312 +52 New Q3 2026 Oct 27, 2026
GAMMA Investing LLC History Added to 82 1 0.0% 0.0% 304 +35 74.47% Q3 2026 Oct 08, 2026
Signature Equity Partners, LLC History Reduced 58 1 0.0% 0.0% 306 -5 -7.94% Q3 2026 Oct 29, 2026
ROTHSCHILD INVESTMENT LLC History No change 74 1 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 06, 2026
Leonteq Securities AG History No change 96 1 0.0% 0.0% 301 0 0.0% Q3 2026 Oct 29, 2026
JFS WEALTH ADVISORS, LLC History No change 54 1 0.0% 0.0% 302 0 0.0% Q3 2026 Nov 03, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 100 1 0.0% 0.0% 303 0 0.0% Q3 2026 Oct 13, 2026
Keating Financial Advisory Services, Inc. History No change 43 1 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 55 1 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 28, 2026
Sunrise Financial Services, LLC History No change 60 1 0.0% 0.0% 308 0 0.0% Q3 2026 Oct 21, 2026
Silver Grove Financial Group, Inc. History No change 46 1 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 45 1 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 13, 2026
BFC Planning, Inc. History No change 61 1 0.0% 0.0% 311 0 0.0% Q2 2026 Oct 29, 2026
CORDA Investment Management, LLC. History Closed out 0 0 — 0.84% — -551,746 -100.0% Q3 2026 Oct 22, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Closed out 0 0 — 0.01% — -36,250 -100.0% Q3 2026 Oct 28, 2026
BANQUE PICTET & CIE SA History Closed out 0 0 — 0.0% — -9,000 -100.0% Q3 2026 Oct 16, 2026
Caitong International Asset Management Co., Ltd History Reduced 25 0 — 0.01% — -4,337 -99.43% Q3 2026 Oct 29, 2026
Golden State Wealth Management, LLC History Closed out 0 0 — 0.0% — -1,143 -100.0% Q3 2026 Nov 02, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -1,071 -100.0% Q3 2026 Oct 28, 2026
Creative Capital Management Investments LLC History Added to 46 0 — — — +19 70.37% Q3 2026 Oct 27, 2026
ASSETMARK, INC History New 18 0 — — — +18 New Q3 2026 Oct 21, 2026
James T. Borello RIA History Added to 13 0 — — — +7 116.67% Q3 2026 Oct 16, 2026
Navigoe, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Nov 03, 2026
Bay Harbor Wealth Management, LLC History Added to 17 0 — — — +2 13.33% Q3 2026 Nov 03, 2026
DecisionPoint Financial, LLC History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 27, 2026
FNY Investment Advisers, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 16, 2026
Westside Investment Management, Inc. History No change 50 0 — 0.0% — 0 0.0% Q3 2026 Nov 02, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
CoreCap Advisors, LLC History No change 28 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Dunhill Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
DiNuzzo Private Wealth, Inc. History No change 11 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Bare Financial Services, Inc History No change 28 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
JPL Wealth Management, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
American Capital Advisory, LLC History No change 13 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
LRI Investments, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Rialto Wealth Management, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Investors Portfolio Services LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Downshift Financial, LLC History No change 16 0 — — — 0 0.0% Q3 2026 Oct 13, 2026