Intuitive Machines, Inc. - LUNR

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
ADVENT INTERNATIONAL, L.P. History No change 22,991,028 491,778 2.77% 2.77% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 12,235,626 261,720 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 9,981,949 213,513 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 9,962,216 213,091 0.01% 0.01% 4 0 0.0% Q2 2026 Sep 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 9,643,706 206,278 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 6,180,117 132,192 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 5,866,500 125,484 0.09% 0.09% 7 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 5,123,251 109,586 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 6,932,960 98,725 0.17% 0.22% 9 +109,969 1.61% Q3 2026 Oct 28, 2026
TORONTO DOMINION BANK History No change 4,605,216 98,505 0.11% 0.11% 10 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,016,660 85,916 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 3,845,950 82,264 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 3,723,200 79,639 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 3,446,711 73,725 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 3,442,636 73,637 0.01% 0.01% 15 0 0.0% Q2 2026 Sep 02, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,321,117 71,052 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 12, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 3,173,434 67,879 0.63% 0.63% 17 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,136,070 67,080 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 3,065,109 65,562 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 12, 2026
Tidal Investments LLC History No change 3,013,162 64,451 0.11% 0.11% 20 0 0.0% Q2 2026 Aug 13, 2026
ARK Investment Management LLC History No change 2,699,401 57,740 0.37% 0.37% 21 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 2,020,000 43,207 0.1% 0.1% 22 0 0.0% Q2 2026 Aug 14, 2026
TEMA ETFS LLC History Reduced 2,753,708 39,212 1.46% 2.15% 23 -351,366 -11.32% Q3 2026 Oct 16, 2026
BANK OF AMERICA CORP /DE/ History No change 1,766,496 37,785 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 1,531,549 32,759 0.25% 0.25% 25 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 1,448,272 30,978 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,433,195 30,656 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,407,540 30,107 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History Reduced 1,971,455 28,073 0.01% 0.01% 29 -375,196 -15.99% Q3 2026 Nov 05, 2026
NORTHERN TRUST CORP History No change 1,093,411 23,388 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
Woodline Partners LP History No change 1,091,950 23,356 0.07% 0.07% 31 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 1,090,700 23,330 0.11% 0.11% 32 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,063,930 22,757 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 1,025,100 21,926 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 1,005,247 21,502 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 03, 2026
Point72 Asset Management, L.P. History No change 983,836 21,044 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History No change 959,713 20,528 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 921,412 19,709 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 505,236 19,277 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 10, 2026
WELLS FARGO & COMPANY/MN History No change 896,723 19,180 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Added to 1,308,189 18,628 0.01% 0.01% 41 +731,989 127.04% Q3 2026 Nov 04, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 810,291 17,332 0.08% 0.08% 42 0 0.0% Q2 2026 Aug 13, 2026
CANTOR FITZGERALD, L. P. History No change 800,859 17,130 0.19% 0.19% 43 0 0.0% Q2 2026 Aug 14, 2026
Defiance ETFs, LLC History No change 750,770 15,165 0.21% 0.21% 44 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 1,012,810 14,422 0.0% 0.01% 45 +213,331 26.68% Q3 2026 Nov 04, 2026
Amova Asset Management Americas, Inc. History No change 592,840 12,668 0.16% 0.16% 46 0 0.0% Q2 2026 Aug 13, 2026
Clear Street Group Inc. History No change 570,749 12,208 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 531,510 11,368 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 11, 2026
Marex Group Ltd History No change 519,183 11,105 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 438,343 9,376 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 07, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 640,283 9,117 0.01% 0.01% 51 +54,497 9.3% Q3 2026 Oct 29, 2026
Squarepoint Ops LLC History No change 407,232 8,710 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 390,314 8,348 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 06, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 568,270 8,092 0.0% 0.01% 54 +18,816 3.42% Q3 2026 Nov 04, 2026
Nuveen, LLC History No change 368,171 7,875 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 366,149 7,831 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 177,244 7,591 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 14, 2026
Palisades Investment Partners, LLC History Added to 525,491 7,482 2.18% 2.82% 58 +62,444 13.49% Q3 2026 Nov 03, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 346,257 7,406 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History Added to 475,268 6,767 0.05% 0.09% 60 +11,867 2.56% Q3 2026 Nov 02, 2026
CREDIT AGRICOLE S A History No change 300,000 6,417 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 284,218 6,079 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 258,639 5,532 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD BANCORP History No change 249,357 5,333 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 05, 2026
Swiss National Bank History No change 247,800 5,300 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
Entropy Technologies, LP History No change 238,241 5,095 0.2% 0.2% 66 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 236,849 5,066 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
FORA Capital, LLC History No change 227,265 4,857 0.33% 0.33% 68 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 218,700 4,677 0.04% 0.04% 69 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 214,969 4,598 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 203,818 4,359 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
Spear Advisors LLC History Added to 297,943 4,242 1.85% 2.12% 72 +9,354 3.24% Q3 2026 Oct 27, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 197,700 4,228 0.01% 0.01% 73 0 0.0% Q2 2026 Jul 29, 2026
TD Waterhouse Canada Inc. History Added to 297,202 4,174 0.01% 0.01% 74 +165,110 125.0% Q3 2026 Oct 16, 2026
Man Group plc History No change 193,752 4,144 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 186,530 3,989 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 180,945 3,870 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA History No change 179,994 3,850 3.69% 3.69% 78 0 0.0% Q2 2026 Aug 10, 2026
Virtu Financial LLC History No change 176,638 3,778 0.12% 0.12% 79 0 0.0% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History No change 171,857 3,676 0.12% 0.12% 80 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 171,598 3,671 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Fideuram Asset Management (Ireland) dac History Reduced 215,337 3,645 0.08% 0.14% 82 -24,556 -10.24% Q3 2026 Oct 29, 2026
PEAK6 LLC History No change 161,404 3,452 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 158,098 3,381 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 149,606 3,200 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 06, 2026
GILDER GAGNON HOWE & CO LLC History No change 149,052 3,188 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 148,509 3,176 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 144,141 3,082 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
SIH Partners, LLLP History No change 143,624 3,072 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 143,552 3,070 0.04% 0.04% 90 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 142,429 3,046 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 142,420 3,046 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 147,307 2,734 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 122,228 2,614 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 114,170 2,442 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 104,880 2,243 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 07, 2026
Legal & General Group Plc History No change 101,920 2,180 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 91,797 2,040 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 137,699 1,960 0.0% 0.0% 99 +142 0.1% Q3 2026 Nov 02, 2026
TUDOR INVESTMENT CORP ET AL History No change 88,260 1,887 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Laurion Capital Management LP History No change 132,275 1,883 0.03% 0.07% 101 0 0.0% Q3 2026 Oct 30, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 86,502 1,850 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 86,160 1,843 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 85,400 1,826 0.03% 0.03% 104 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 84,562 1,808 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 80,950 1,731 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 77,574 1,659 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 76,335 1,632 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 74,939 1,602 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 72,322 1,547 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 07, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 71,361 1,526 0.08% 0.08% 111 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 70,743 1,513 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 105,000 1,495 0.32% — 113 +105,000 New Q3 2026 Nov 02, 2026
Strategic Blueprint, LLC History Added to 104,304 1,485 0.07% 0.11% 114 +29 0.03% Q3 2026 Oct 22, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 68,675 1,468 0.0% 0.0% 115 0 0.0% Q2 2026 Sep 09, 2026
Vident Advisory, LLC History No change 62,524 1,337 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 57,822 1,236 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 57,523 1,230 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 85,859 1,222 0.0% 0.01% 119 -16,524 -16.14% Q3 2026 Oct 28, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 55,469 1,186 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 54,876 1,173 0.07% 0.07% 121 0 0.0% Q2 2026 Jul 31, 2026
Vanguard Global Advisers, LLC History No change 54,016 1,155 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Williamson Legacy Group, LLC History No change 53,028 1,134 0.56% 0.56% 123 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Reduced 75,288 1,072 0.0% 0.0% 124 -2,426 -3.12% Q3 2026 Nov 02, 2026
National Philanthropic Trust History No change 50,000 1,069 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 49,400 1,057 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 10, 2026
KEYSTONE INVESTORS PTE LTD History No change 48,534 1,038 0.06% 0.06% 127 0 0.0% Q2 2026 Aug 14, 2026
Legacy Capital Group California, Inc. History No change 47,264 1,010 0.3% 0.3% 128 0 0.0% Q2 2026 Jul 29, 2026
DRW Securities, LLC History No change 47,000 1,005 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 45,484 972 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Atom Investors LP History No change 45,062 963 0.09% 0.09% 131 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History Added to 66,999 954 0.03% 0.03% 132 +17,049 34.13% Q3 2026 Oct 13, 2026
State of New Jersey Common Pension Fund D History Added to 65,415 931 0.0% 0.0% 133 +25,393 63.45% Q3 2026 Nov 05, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 40,296 861 0.0% 0.0% 134 0 0.0% Q2 2026 Sep 23, 2026
CHILTON INVESTMENT CO INC. History No change 39,780 850 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 37,763 807 0.01% 0.01% 136 0 0.0% Q2 2026 Jul 23, 2026
Virtue Capital Management, LLC History No change 55,551 791 0.1% 0.16% 137 0 0.0% Q3 2026 Oct 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 36,782 786 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 10, 2026
Alphadyne Asset Management LP History No change 33,600 718 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History New 50,309 716 0.0% — 140 +50,309 New Q3 2026 Nov 04, 2026
Once Capital Management, LLC History No change 50,000 712 0.09% 0.09% 141 0 0.0% Q3 2026 Nov 02, 2026
TRUIST FINANCIAL CORP History Added to 49,137 699 0.0% 0.0% 142 +8,630 21.3% Q3 2026 Oct 30, 2026
Vanguard Investments Australia, Ltd. History No change 31,719 678 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 31,626 676 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 30,247 646 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
Firsthand Capital Management, Inc. History No change 30,000 641 1.02% 1.02% 146 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 29,848 638 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 27, 2026
AMERIPRISE FINANCIAL INC History No change 29,732 635 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History Added to 44,306 630 0.01% 0.01% 149 +14,871 50.52% Q3 2026 Nov 03, 2026
Caitong International Asset Management Co., Ltd History Added to 43,763 623 0.06% 0.01% 150 +39,450 914.68% Q3 2026 Oct 29, 2026
HighTower Advisors, LLC History No change 29,099 622 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 05, 2026
KLP KAPITALFORVALTNING AS History No change 28,000 598 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History Added to 40,630 578 0.01% 0.01% 153 +10,312 34.01% Q3 2026 Oct 21, 2026
JONES FINANCIAL COMPANIES LLLP History No change 28,743 568 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 26,104 558 0.04% 0.04% 155 0 0.0% Q2 2026 Aug 06, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 25,000 534 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 24,350 520 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 35,521 506 0.0% 0.0% 158 -48,464 -57.71% Q3 2026 Nov 02, 2026
Rafferty Asset Management, LLC History No change 23,607 504 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History Added to 34,989 498 0.0% 0.0% 160 +908 2.66% Q3 2026 Nov 03, 2026
Brevan Howard Capital Management LP History No change 22,577 482 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History Reduced 33,507 477 0.05% 0.07% 162 -1,690 -4.8% Q3 2026 Nov 02, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 22,056 471 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 13, 2026
Headlands Technologies LLC History No change 22,029 471 0.05% 0.05% 164 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 21,065 450 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 21,008 449 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 10, 2026
Polar Asset Management Partners Inc. History No change 21,000 449 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 20,868 444 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
Intellectus Partners, LLC History No change 20,700 442 0.08% 0.08% 169 0 0.0% Q2 2026 Aug 12, 2026
GTS SECURITIES LLC History No change 20,135 430 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 14, 2026
Solstein Capital, LLC History Added to 30,000 427 0.15% 0.18% 171 +5,000 20.0% Q3 2026 Nov 02, 2026
Kestra Advisory Services, LLC History Added to 29,969 426 0.0% 0.0% 172 +1,392 4.87% Q3 2026 Nov 02, 2026
Neuberger Berman Group LLC History No change 19,535 417 0.0% 0.0% 173 0 0.0% Q2 2026 Oct 27, 2026
Connective Capital Management, LLC History No change 18,364 392 0.28% 0.28% 174 0 0.0% Q2 2026 Aug 13, 2026
Green Alpha Advisors, LLC History Added to 26,862 382 0.26% 0.38% 175 +637 2.43% Q3 2026 Oct 08, 2026
Leonteq Securities AG History Added to 26,559 378 0.02% 0.01% 176 +10,946 70.11% Q3 2026 Oct 29, 2026
Golden State Wealth Management, LLC History Added to 26,475 377 0.03% 0.04% 177 +8,489 47.2% Q3 2026 Nov 02, 2026
Wealthfront Advisers LLC History No change 17,086 365 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 07, 2026
AlphaCentric Advisors LLC History No change 25,000 356 0.32% 0.45% 179 0 0.0% Q3 2026 Nov 03, 2026
IHT Wealth Management, LLC History No change 16,363 350 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 16,049 343 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
PHILADELPHIA TRUST CO History No change 23,500 335 0.02% 0.03% 182 0 0.0% Q3 2026 Nov 05, 2026
LBP AM SA History No change 15,000 320 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 24, 2026
Equitable Holdings, Inc. History No change 14,836 317 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 14,788 316 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History No change 14,809 316 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 14,572 311 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 14,338 306 0.0% 0.0% 188 0 0.0% Q2 2026 Jul 27, 2026
Daiwa Securities Group Inc. History New 20,588 293 0.0% — 189 +20,588 New Q3 2026 Oct 29, 2026
TEALWOOD ASSET MANAGEMENT INC History No change 20,350 290 0.12% 0.17% 190 0 0.0% Q3 2026 Oct 13, 2026
Moors & Cabot, Inc. History No change 13,150 281 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 10, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 13,604 278 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 05, 2026
K.J. Harrison & Partners Inc History No change 13,000 278 0.04% 0.04% 193 0 0.0% Q2 2026 Aug 07, 2026
Odyssean, LLC History No change 12,945 276 0.04% 0.04% 194 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 18,845 268 0.0% 0.0% 195 0 0.0% Q3 2026 Nov 03, 2026
Counterpoint Mutual Funds LLC History Reduced 18,367 261 0.02% 0.08% 196 -19,294 -51.23% Q3 2026 Oct 16, 2026
PATRON PARTNERS, LLC History No change 12,107 258 0.1% 0.1% 197 0 0.0% Q2 2026 Aug 11, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 12,053 257 0.03% 0.03% 198 0 0.0% Q2 2026 Aug 13, 2026
Camarda Financial Advisors, LLC History No change 12,000 256 0.08% 0.08% 199 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Securities, Inc. History Added to 17,777 253 0.07% 0.07% 200 +4,382 32.71% Q3 2026 Nov 02, 2026
Vanguard Personalized Indexing Management, LLC History No change 11,746 251 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History Added to 17,559 250 0.0% 0.0% 203 +793 4.73% Q3 2026 Oct 28, 2026
Janney Montgomery Scott LLC History No change 11,672 250 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 05, 2026
M&T BANK CORP History No change 11,699 249 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Investment Partners, Inc. History No change 11,620 248 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 13, 2026
Inspire Advisors, LLC History No change 11,245 240 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 11,043 236 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 10,930 233 0.01% 0.01% 208 0 0.0% Q2 2026 Jul 23, 2026
Phoenix Financial Ltd. History No change 10,895 232 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 16,152 230 0.0% 0.0% 210 +6,362 64.98% Q3 2026 Nov 02, 2026
PIER 88 INVESTMENT PARTNERS LLC History No change 10,300 220 0.05% 0.05% 211 0 0.0% Q2 2026 Aug 04, 2026
Alessandra Capital Management, LLC History New 14,725 209 0.15% — 212 +14,725 New Q3 2026 Oct 30, 2026
Concurrent Investment Advisors, LLC History New 14,317 203 0.0% — 213 +14,317 New Q3 2026 Oct 16, 2026
LJI Wealth Management, LLC History New 14,000 199 0.03% — 214 +14,000 New Q3 2026 Oct 28, 2026
XPONANCE LLC History Added to 13,210 188 0.0% 0.0% 215 +618 4.91% Q3 2026 Nov 03, 2026
HARBOUR INVESTMENTS, INC. History No change 8,628 184 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History Added to 12,284 174 0.0% 0.0% 217 +466 3.94% Q3 2026 Oct 21, 2026
Steward Partners Investment Advisory, LLC History No change 8,060 172 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 13, 2026
Hidden Cove Wealth Management, LLC History Added to 11,908 169 0.09% 0.11% 219 +2,167 22.25% Q3 2026 Oct 19, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 11,083 157 0.01% 0.01% 220 0 0.0% Q3 2026 Oct 28, 2026
INTEGRITY ALLIANCE, LLC. History New 10,933 155 0.0% — 221 +10,933 New Q3 2026 Oct 29, 2026
STACKSTONE WEALTH, LLC History New 10,000 142 0.01% — 222 +10,000 New Q3 2026 Oct 19, 2026
Ensign Peak Advisors, Inc History No change 6,550 140 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 6,080 130 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 6,000 128 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 12, 2026
HHM Wealth Advisors, LLC History No change 6,000 128 0.01% 0.01% 226 0 0.0% Q2 2026 Jul 13, 2026
NATIXIS History No change 5,819 124 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 5,096 109 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 06, 2026
Parvin Asset Management, LLC History No change 4,705 100 0.08% 0.08% 229 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 6,919 98 0.0% 0.0% 230 +1,711 32.85% Q3 2026 Oct 08, 2026
Aster Capital Management (DIFC) Ltd History No change 4,547 97 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 4,470 95 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 13, 2026
Fulcrum Asset Management LLP History New 6,009 87 0.0% — 233 +6,009 New Q3 2026 Nov 04, 2026
Allworth Financial LP History No change 3,414 73 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 11, 2026
STRS OHIO History Reduced 4,800 68 0.0% 0.0% 235 -18,300 -79.22% Q3 2026 Oct 30, 2026
Sterling Capital Management LLC History Added to 4,614 65 0.0% 0.0% 237 +4,164 925.33% Q3 2026 Oct 22, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 4,576 65 0.0% 0.0% 236 -3,151 -40.78% Q3 2026 Oct 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,822 60 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 07, 2026
KBC Group NV History No change 4,247 60 0.0% 0.0% 239 0 0.0% Q3 2026 Oct 22, 2026
JTC Employer Solutions Trustee Ltd History No change 3,170 50 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 31, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 2,200 47 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History No change 2,142 45 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 3,117 44 0.0% 0.0% 243 +363 13.18% Q3 2026 Oct 08, 2026
Quantbot Technologies LP History No change 2,040 43 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,929 41 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History Added to 2,390 34 0.0% 0.0% 246 +1,302 119.67% Q3 2026 Oct 23, 2026
Intesa Sanpaolo S.p.A. History No change 1,200 25 0.0% 0.0% 247 0 0.0% Q2 2026 Jul 31, 2026
Nykredit A/S History No change 1,172 25 0.0% 0.0% 248 0 0.0% Q2 2026 Sep 08, 2026
Clearstead Advisors, LLC History No change 1,002 21 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 06, 2026
AMERIFLEX GROUP, INC. History No change 1,000 21 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 855 18 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 06, 2026
Horizon Investments, LLC History No change 833 17 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 828 17 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 780 16 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 12, 2026
ST GERMAIN D J CO INC History No change 750 16 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 21, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,120 15 0.0% 0.0% 256 +173 18.27% Q3 2026 Oct 05, 2026
American Capital Advisory, LLC History Reduced 1,024 14 0.0% 0.01% 259 -76 -6.91% Q3 2026 Oct 28, 2026
Asset Dedication, LLC History No change 1,010 14 0.0% 0.0% 257 0 0.0% Q3 2026 Nov 02, 2026
Signature Resources Capital Management, LLC History No change 1,000 14 0.01% 0.01% 258 0 0.0% Q3 2026 Oct 16, 2026
Aventura Private Wealth, LLC History No change 683 14 0.0% 0.0% 260 0 0.0% Q2 2026 Jul 15, 2026
Spire Wealth Management History No change 866 12 0.0% 0.0% 261 0 0.0% Q3 2026 Oct 30, 2026
State of Wyoming History Reduced 808 11 0.0% 0.01% 263 -3,696 -82.06% Q3 2026 Oct 28, 2026
Kemnay Advisory Services Inc. History No change 550 11 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 800 11 0.0% 0.0% 264 0 0.0% Q3 2026 Oct 09, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 535 11 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Edge Private Wealth Management, LLC History No change 750 10 0.0% 0.0% 266 0 0.0% Q3 2026 Oct 20, 2026
Parallel Advisors, LLC History Added to 666 9 0.0% 0.0% 269 +581 683.53% Q3 2026 Nov 03, 2026
SJS Investment Consulting Inc. History Added to 663 9 0.0% 0.0% 270 +209 46.04% Q3 2026 Oct 26, 2026
FINANCIAL CONSULATE, INC History Added to 645 9 0.0% 0.0% 268 +145 29.0% Q3 2026 Oct 23, 2026
Arax Advisory Partners History No change 461 9 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 378 8 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History New 500 7 0.0% — 275 +500 New Q3 2026 Oct 19, 2026
Parkside Financial Bank & Trust History Added to 498 7 0.0% — 272 +458 1145.0% Q3 2026 Oct 27, 2026
IFP Advisors, Inc History Added to 547 7 0.0% 0.0% 273 +2 0.37% Q3 2026 Oct 16, 2026
N.E.W. Advisory Services LLC History No change 347 7 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 06, 2026
Ascentis Independent Advisors History New 380 5 0.0% — 281 +380 New Q3 2026 Nov 03, 2026
HARBOR CAPITAL ADVISORS, INC. History New 333 5 0.0% — 280 +333 New Q3 2026 Oct 22, 2026
BOKF, NA History No change 400 5 0.0% 0.0% 276 0 0.0% Q3 2026 Oct 27, 2026
ADIRONDACK TRUST CO History No change 370 5 0.0% 0.0% 277 0 0.0% Q3 2026 Oct 14, 2026
Bradley & Co. Private Wealth Management, LLC History No change 400 5 0.0% 0.0% 278 0 0.0% Q3 2026 Oct 23, 2026
Washington Trust Advisors, Inc. History No change 368 5 0.0% 0.0% 279 0 0.0% Q3 2026 Oct 22, 2026
Avion Wealth History Added to 297 4 0.0% 0.0% 284 +200 206.19% Q3 2026 Nov 03, 2026
Atlantic Union Bankshares Corp History No change 200 4 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 11, 2026
Cranbrook Wealth Management, LLC History No change 291 4 0.0% 0.0% 283 0 0.0% Q3 2026 Oct 28, 2026
WPG Advisers, LLC History No change 336 4 0.0% 0.0% 285 0 0.0% Q3 2026 Oct 27, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History New 216 3 0.0% — 291 +216 New Q3 2026 Oct 29, 2026
EASTERN BANK History New 214 3 0.0% — 290 +214 New Q3 2026 Oct 05, 2026
HAZLETT, BURT & WATSON, INC. History New 200 3 0.0% — 289 +200 New Q3 2026 Nov 04, 2026
CoreCap Advisors, LLC History Reduced 274 3 0.0% 0.0% 287 -49 -15.17% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 158 3 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 165 3 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 12, 2026
Root Financial Partners, LLC History New 148 2 0.0% — 303 +148 New Q3 2026 Oct 21, 2026
Creative Capital Management Investments LLC History Added to 159 2 0.0% — 300 +146 1123.08% Q3 2026 Oct 27, 2026
Fortitude Family Office, LLC History Added to 159 2 0.0% 0.0% 299 +32 25.2% Q3 2026 Oct 14, 2026
Physician Wealth Advisors, Inc. History Reduced 171 2 0.0% 0.0% 297 -20 -10.47% Q3 2026 Oct 20, 2026
EverSource Wealth Advisors, LLC History Added to 166 2 0.0% 0.0% 294 +8 5.06% Q3 2026 Nov 04, 2026
HUNTINGTON NATIONAL BANK History No change 96 2 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 13, 2026
Hurley Capital, LLC History No change 196 2 0.0% 0.0% 293 0 0.0% Q3 2026 Nov 04, 2026
IFG Advisory, LLC History No change 110 2 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 115 2 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 110 2 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 100 2 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 145 2 0.0% 0.0% 302 0 0.0% Q3 2026 Oct 30, 2026
Investors Research Corp History Reduced 125 1 0.0% 0.0% 306 -237 -65.47% Q3 2026 Oct 07, 2026
Blue Trust, Inc. History New 105 1 0.0% — 311 +105 New Q3 2026 Oct 15, 2026
Latitude Advisors, LLC History New 100 1 0.0% — 310 +100 New Q3 2026 Oct 27, 2026
TOTH FINANCIAL ADVISORY CORP History New 90 1 0.0% — 309 +90 New Q3 2026 Oct 08, 2026
NewEdge Advisors, LLC History No change 50 1 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 12, 2026
Bogart Wealth, LLC History No change 62 1 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 24, 2026
Your Advocates Ltd., LLP History No change 75 1 0.0% 0.0% 307 0 0.0% Q3 2026 Nov 03, 2026
CVA Family Office, LLC History No change 56 1 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 07, 2026
REX Advisers, LLC History Closed out 0 0 — 5.06% — -455,500 -100.0% Q3 2026 Oct 08, 2026
Raiffeisen Bank International AG History Closed out 0 0 — 0.04% — -170,000 -100.0% Q3 2026 Oct 28, 2026
Calamos Advisors LLC History Closed out 0 0 — 0.0% — -52,290 -100.0% Q3 2026 Nov 02, 2026
Vontobel Holding Ltd. History Closed out 0 0 — 0.0% — -19,223 -100.0% Q3 2026 Oct 16, 2026
Total Clarity Wealth Management, Inc. History Closed out 0 0 — 0.06% — -14,825 -100.0% Q3 2026 Oct 26, 2026
Veracity Capital LLC History Closed out 0 0 — 0.08% — -14,395 -100.0% Q3 2026 Oct 08, 2026
IPG Investment Advisors LLC History Closed out 0 0 — 0.03% — -10,600 -100.0% Q3 2026 Oct 29, 2026
GLR Partners, LLC History Closed out 0 0 — 0.1% — -10,225 -100.0% Q3 2026 Nov 04, 2026
Parisi Gray Wealth Management History Closed out 0 0 — 0.04% — -9,917 -100.0% Q3 2026 Oct 16, 2026
Corecam Pte. Ltd. History Closed out 0 0 — 0.08% — -9,826 -100.0% Q3 2026 Oct 23, 2026
Sigma Planning Corp History Closed out 0 0 — 0.01% — -9,773 -100.0% Q3 2026 Oct 23, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.05% — -2,627 -100.0% Q3 2026 Nov 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -1,525 -100.0% Q3 2026 Nov 02, 2026
Hilltop National Bank History Closed out 0 0 — 0.0% — -650 -100.0% Q3 2026 Oct 14, 2026
Concord Wealth Partners History Reduced 40 0 — 0.0% — -125 -75.76% Q3 2026 Oct 30, 2026
Bare Financial Services, Inc History Closed out 0 0 — 0.0% — -104 -100.0% Q3 2026 Nov 04, 2026
West Financial Advisors, LLC History Closed out 0 0 — 0.0% — -72 -100.0% Q3 2026 Oct 22, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 53 0 — — — +53 New Q3 2026 Oct 16, 2026
ASSETMARK, INC History Reduced 26 0 — 0.0% — -45 -63.38% Q3 2026 Oct 21, 2026
Pinnacle Wealth Planning Services, Inc. History New 40 0 — — — +40 New Q3 2026 Oct 27, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -38 -100.0% Q3 2026 Oct 23, 2026
Ascentis Wealth Management, LLC History New 34 0 — — — +34 New Q3 2026 Nov 03, 2026
JFS WEALTH ADVISORS, LLC History Added to 63 0 — — — +29 85.29% Q3 2026 Nov 03, 2026
Capital Advisors, Ltd. LLC History Added to 27 0 — — — +26 2600.0% Q3 2026 Oct 27, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — — — -18 -100.0% Q3 2026 Oct 15, 2026
Covestor Ltd History Added to 33 0 — 0.0% — +8 32.0% Q3 2026 Oct 30, 2026
Bay Harbor Wealth Management, LLC History Added to 10 0 — — — +6 150.0% Q3 2026 Nov 03, 2026
DiNuzzo Private Wealth, Inc. History Added to 10 0 — — — +3 42.86% Q3 2026 Oct 15, 2026
DecisionPoint Financial, LLC History Added to 2 0 — — — +1 100.0% Q3 2026 Oct 27, 2026
Hughes Financial Services, LLC History Reduced 1 0 — — — -1 -50.0% Q3 2026 Oct 30, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 1 0 — — — +1 New Q3 2026 Oct 28, 2026
TFC Financial Management, Inc. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 26, 2026
Navigoe, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Nov 03, 2026
Roble, Belko & Company, Inc History No change 12 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Truvestments Capital LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Prestige Wealth Management Group LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 44 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
LRI Investments, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Rialto Wealth Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Kilter Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Keating Financial Advisory Services, Inc. History No change 21 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 22 0 — — — 0 0.0% Q3 2026 Nov 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 24 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 40 0 — — — 0 0.0% Q3 2026 Oct 14, 2026