LATAM AIRLINES GROUP S.A. - LTM
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Newport Trust Company, LLC | History | No change | 3,242,366 | 188,932 | 0.46% | 0.46% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ninety One UK Ltd | History | No change | 1,806,307 | 105,253 | 0.24% | 0.24% | 2 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MORGAN STANLEY | History | No change | 1,742,056 | 101,509 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 1,452,921 | 84,661 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,412,630 | 82,313 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SPX Gestao de Recursos Ltda | History | No change | 1,046,638 | 60,987 | 6.79% | 6.79% | 6 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,182,639 | 58,469 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 933,781 | 54,411 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 918,400 | 53,515 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 808,628 | 47,116 | 0.14% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INCA Investments LLC | History | No change | 807,079 | 47,028 | 13.31% | 13.31% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 764,613 | 44,553 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 737,008 | 42,945 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 669,818 | 39,030 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ninety One North America, Inc. | History | No change | 620,111 | 36,133 | 1.69% | 1.69% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 591,328 | 34,456 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olympus Peak Asset Management LP | History | No change | 465,522 | 27,125 | 100.0% | 100.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 397,202 | 23,315 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | History | No change | 326,007 | 18,996 | 12.85% | 12.85% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 306,461 | 17,857 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Planning, LLC | History | No change | 277,590 | 16,175 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORY RESEARCH INC | History | No change | 274,022 | 15,967 | 1.59% | 1.59% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 251,180 | 14,638 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 249,565 | 14,542 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 249,541 | 14,540 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 212,740 | 12,396 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 207,562 | 12,094 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 184,622 | 10,757 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Perpetual Ltd | History | No change | 167,681 | 9,770 | 0.14% | 0.14% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J. Goldman & Co LP | History | No change | 163,334 | 9,517 | 0.25% | 0.25% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| U S GLOBAL INVESTORS INC | History | No change | 161,198 | 9,393 | 0.9% | 0.9% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 160,949 | 9,378 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 142,900 | 8,326 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 114,774 | 6,687 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 85,823 | 5,000 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 83,977 | 4,893 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 81,216 | 4,732 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 80,559 | 4,694 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 79,763 | 4,647 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quantinno Capital Management LP | History | No change | 75,771 | 4,415 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 73,502 | 4,282 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Investment Partners (US) LP | History | No change | 65,709 | 3,828 | 1.07% | 1.07% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 61,218 | 3,567 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 59,800 | 3,484 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 57,947 | 3,376 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 57,107 | 3,327 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 56,249 | 3,277 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XTX Topco Ltd | History | No change | 56,091 | 3,268 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 51,969 | 3,028 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 45,910 | 2,675 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 44,528 | 2,595 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 44,424 | 2,588 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | No change | 43,635 | 2,542 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Man Group plc | History | No change | 42,519 | 2,477 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verde Servicos Internacionais S.A. | History | No change | 40,000 | 2,331 | 0.85% | 0.85% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bridgewater Associates, LP | History | No change | 38,396 | 2,237 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 37,150 | 2,164 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 31,769 | 1,851 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moneda S.A. Administradora General de Fondos | History | No change | 30,610 | 1,783 | 1.46% | 1.46% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 25,958 | 1,512 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 25,253 | 1,471 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 24,902 | 1,451 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vident Advisory, LLC | History | No change | 22,538 | 1,313 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 22,369 | 1,303 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 20,432 | 1,190 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TT International Asset Management LTD | History | No change | 19,894 | 1,159 | 0.15% | 0.15% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,578 | 966 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 16,132 | 940 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 15,507 | 903 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 15,113 | 881 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Graham Capital Management, L.P. | History | No change | 14,696 | 856 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 14,581 | 849 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 14,149 | 824 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | No change | 13,876 | 808 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 13,744 | 800 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aquatic Capital Management LLC | History | No change | 12,215 | 711 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 11,700 | 681 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,593 | 675 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 11,530 | 671 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 11,523 | 671 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,388 | 663 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 11,002 | 641 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,793 | 628 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qtron Investments LLC | History | No change | 10,687 | 622 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 10,071 | 586 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARSHALL WACE, LLP | History | No change | 10,034 | 584 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 9,881 | 575 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 9,774 | 569 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| National Philanthropic Trust | History | No change | 9,522 | 554 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 9,403 | 547 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 8,995 | 528 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,757 | 510 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Invesco Ltd. | History | No change | 8,725 | 508 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 8,703 | 507 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 8,263 | 481 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 8,000 | 466 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 7,661 | 446 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FMR LLC | History | No change | 7,176 | 418 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,025 | 409 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axxion S.A. | History | No change | 7,000 | 407 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 6,399 | 372 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 5,905 | 344 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WINTON GROUP Ltd | History | No change | 5,900 | 343 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 5,370 | 312 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 5,371 | 312 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 5,094 | 296 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,192 | 244 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PROFUND ADVISORS LLC | History | No change | 4,169 | 242 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 4,088 | 238 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 4,061 | 236 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 3,956 | 230 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 3,861 | 224 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,809 | 221 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,796 | 221 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 3,754 | 218 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 2,699 | 157 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 2,500 | 145 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Liontrust Investment Partners LLP | History | No change | 2,500 | 145 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 2,460 | 143 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Point Nemo Capital, LLC | History | No change | 2,362 | 137 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elequin Capital, LP | History | No change | 2,004 | 116 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1,700 | 99 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 1,647 | 95 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,622 | 94 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 1,386 | 80 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,203 | 70 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,024 | 59 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 1,026 | 59 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 600 | 34 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 511 | 29 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 511 | 29 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 313 | 18 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 269 | 15 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 179 | 10 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 116 | 6 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 115 | 6 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 77 | 4 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 72 | 4 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 56 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 53 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HM PAYSON & CO | History | No change | 51 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 44 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| IMA Advisory Services, Inc. | History | No change | 37 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dogwood Wealth Management LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 38 | 1 | 0.0% | 0.0% | 149 | +11 | 40.74% | Q3 2026 | Oct 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 19 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kilter Group LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizon Investments, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Banque Cantonale Vaudoise | History | No change | 2,150 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| True Wealth Design, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LRI Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Portfolio Services LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |