Merchants Bancorp - MBIN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Elser Financial Planning, Inc | History | Reduced | 26,797,327 | 1,311,997 | 57.42% | 58.12% | 1 | -11,298 | -0.04% | Q3 2026 | Oct 16, 2026 |
| BlackRock, Inc. | History | No change | 4,105,193 | 205,259 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,895,306 | 92,796 | 0.02% | 0.02% | 3 | +68,162 | 3.73% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 1,066,972 | 53,463 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,044,992 | 52,250 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,015,813 | 50,790 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 837,052 | 41,852 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Doma Perpetual Capital Management LLC | History | No change | 810,082 | 40,504 | 9.4% | 9.4% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 740,326 | 37,022 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 527,047 | 26,352 | 0.21% | 0.21% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 488,221 | 24,411 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 308,775 | 15,438 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 301,802 | 15,090 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 298,438 | 14,921 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANC FUNDS CO LLC | History | No change | 285,062 | 14,253 | 2.35% | 2.35% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 273,747 | 13,687 | 0.54% | 0.54% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 252,548 | 12,627 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 240,395 | 12,019 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 234,378 | 11,718 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 220,641 | 11,032 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 222,274 | 10,882 | 0.23% | 0.24% | 21 | -4,724 | -2.08% | Q3 2026 | Oct 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 190,624 | 9,531 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 174,576 | 8,728 | 0.88% | 0.88% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballast Asset Management, LP | History | Reduced | 131,322 | 6,429 | 2.79% | 2.7% | 24 | -3,948 | -2.92% | Q3 2026 | Nov 04, 2026 |
| WASATCH ADVISORS LP | History | New | 127,174 | 6,226 | 0.05% | — | 25 | +127,174 | New | Q3 2026 | Oct 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 121,142 | 6,057 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 121,301 | 5,938 | 0.0% | 0.0% | 27 | -21,175 | -14.86% | Q3 2026 | Nov 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 112,021 | 5,601 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 105,673 | 5,283 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 100,916 | 5,045 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 100,763 | 5,038 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 98,874 | 4,943 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 71,239 | 3,561 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 70,459 | 3,523 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 66,756 | 3,337 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 64,985 | 3,249 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 64,385 | 3,219 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 61,772 | 3,088 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 60,521 | 2,963 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 58,134 | 2,906 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SEI INVESTMENTS CO | History | No change | 54,722 | 2,736 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 54,235 | 2,711 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 50,975 | 2,548 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 50,163 | 2,508 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 47,074 | 2,304 | 0.0% | 0.0% | 45 | +4,713 | 11.13% | Q3 2026 | Nov 04, 2026 |
| Swiss National Bank | History | No change | 41,500 | 2,075 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 40,280 | 2,013 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 38,503 | 1,925 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 34,621 | 1,731 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 33,978 | 1,698 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 33,798 | 1,690 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | No change | 33,200 | 1,660 | 0.24% | 0.23% | 52 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 29,615 | 1,480 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 29,329 | 1,466 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 28,425 | 1,421 | 0.26% | 0.26% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,600 | 1,380 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 26,915 | 1,345 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 25,670 | 1,283 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 25,501 | 1,275 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 24,990 | 1,249 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 25,092 | 1,228 | 0.05% | 0.07% | 61 | +73 | 0.29% | Q3 2026 | Oct 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 23,993 | 1,199 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 27,618 | 1,185 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 23,770 | 1,163 | 0.12% | 0.12% | 64 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 22,867 | 1,142 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 21,957 | 1,097 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 18,844 | 981 | 0.18% | 0.2% | 67 | -1,622 | -7.93% | Q3 2026 | Nov 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 19,305 | 965 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 19,018 | 950 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,799 | 945 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 17,050 | 852 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 16,359 | 817 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,174 | 808 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 15,900 | 778 | 0.0% | 0.0% | 74 | +1,700 | 11.97% | Q3 2026 | Oct 30, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 14,873 | 743 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 14,747 | 737 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,708 | 735 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LJI Wealth Management, LLC | History | No change | 15,000 | 734 | 0.1% | 0.11% | 78 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 14,118 | 705 | 0.29% | 0.29% | 79 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 13,646 | 682 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 13,021 | 637 | 0.03% | 0.03% | 81 | -546 | -4.02% | Q3 2026 | Oct 22, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 12,532 | 626 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,658 | 582 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 11,137 | 556 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZEGA Investments, LLC | History | Reduced | 11,300 | 553 | 0.06% | 0.07% | 85 | -3,100 | -21.53% | Q3 2026 | Nov 04, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,800 | 528 | 0.01% | 0.01% | 86 | -2,100 | -16.28% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,575 | 517 | 0.0% | 0.0% | 87 | -1,281 | -10.8% | Q3 2026 | Nov 02, 2026 |
| Aldebaran Capital, LLC | History | No change | 10,125 | 506 | 0.38% | 0.38% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 10,097 | 504 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,991 | 499 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,900 | 495 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 8,720 | 436 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 8,856 | 434 | 0.0% | 0.0% | 93 | -793 | -8.22% | Q3 2026 | Oct 22, 2026 |
| BARCLAYS PLC | History | No change | 8,629 | 431 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,300 | 415 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 8,007 | 400 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 7,628 | 381 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 7,500 | 375 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,300 | 365 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 7,319 | 365 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,177 | 358 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jupiter Topco LLC | History | No change | 7,076 | 353 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 6,608 | 324 | 0.02% | 0.02% | 103 | +369 | 5.91% | Q3 2026 | Oct 22, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,552 | 321 | 0.0% | 0.0% | 104 | -1,235 | -15.86% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,355 | 311 | 0.0% | 0.0% | 105 | -1,436 | -18.43% | Q3 2026 | Oct 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,184 | 309 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,212 | 303 | 0.0% | 0.01% | 107 | -5,437 | -46.67% | Q3 2026 | Oct 15, 2026 |
| Vident Advisory, LLC | History | No change | 5,994 | 299 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,963 | 298 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,953 | 291 | 0.0% | 0.0% | 110 | -1,018 | -14.6% | Q3 2026 | Nov 03, 2026 |
| Arizona State Retirement System | History | Added to | 5,820 | 284 | 0.0% | 0.0% | 111 | +113 | 1.98% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,641 | 282 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 5,601 | 280 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,700 | 279 | 0.0% | 0.0% | 114 | -1,000 | -14.93% | Q3 2026 | Oct 29, 2026 |
| Jump Financial, LLC | History | No change | 5,500 | 275 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peloton Wealth Strategists | History | No change | 5,333 | 267 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,043 | 252 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 5,000 | 250 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,956 | 247 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,899 | 243 | 0.0% | 0.0% | 120 | +386 | 8.55% | Q3 2026 | Oct 13, 2026 |
| Creative Planning | History | Added to | 4,956 | 242 | 0.0% | 0.0% | 121 | +491 | 11.0% | Q3 2026 | Nov 02, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,755 | 237 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,701 | 235 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wellington Grp LLC | History | No change | 4,687 | 234 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| FAIRFIELD, BUSH & CO. | History | No change | 4,650 | 232 | 0.11% | 0.11% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 4,632 | 231 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,495 | 224 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,450 | 222 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 4,531 | 221 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,335 | 216 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 4,253 | 212 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 4,110 | 205 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,858 | 142 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NBH Bank | History | No change | 2,257 | 112 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 4,400 | 110 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,167 | 108 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 1,878 | 93 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,590 | 79 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,456 | 72 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,416 | 69 | 0.01% | — | 140 | +1,416 | New | Q3 2026 | Oct 16, 2026 |
| Arax Advisory Partners | History | No change | 988 | 49 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 723 | 35 | 0.0% | 0.0% | 142 | +295 | 68.93% | Q3 2026 | Nov 04, 2026 |
| Sterling Capital Management LLC | History | Added to | 609 | 29 | 0.0% | 0.0% | 143 | +244 | 66.85% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 608 | 29 | 0.0% | 0.0% | 145 | +137 | 29.09% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | No change | 594 | 29 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 474 | 24 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 395 | 19 | 0.0% | 0.0% | 147 | +9 | 2.33% | Q3 2026 | Oct 20, 2026 |
| Nykredit A/S | History | No change | 375 | 18 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 340 | 16 | 0.0% | 0.0% | 150 | +140 | 70.0% | Q3 2026 | Oct 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 318 | 16 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 326 | 15 | 0.0% | 0.0% | 151 | +26 | 8.67% | Q3 2026 | Oct 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 500 | 12 | 0.02% | 0.01% | 152 | -197 | -28.26% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 240 | 11 | 0.0% | 0.0% | 156 | +21 | 9.59% | Q3 2026 | Nov 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 225 | 11 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 227 | 11 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BESSEMER GROUP INC | History | No change | 220 | 11 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 225 | 11 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 186 | 9 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 160 | 8 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 180 | 8 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Optiver Holding B.V. | History | No change | 151 | 7 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 144 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 100 | 5 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 103 | 5 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 108 | 5 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 83 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 84 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 76 | 3 | 0.0% | 0.0% | 169 | +45 | 145.16% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 43 | 2 | 0.0% | 0.0% | 171 | -358 | -89.28% | Q3 2026 | Oct 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| JPL Wealth Management, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 35 | 1 | 0.0% | — | 181 | +35 | New | Q3 2026 | Nov 03, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 34 | 1 | 0.0% | — | 182 | +34 | New | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 28 | 1 | 0.0% | — | 180 | +28 | New | Q3 2026 | Oct 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 25 | 1 | 0.0% | — | 174 | +10 | 66.67% | Q3 2026 | Oct 22, 2026 |
| UMB Bank, n.a. | History | No change | 24 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Torren Management, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 37 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Clark Wealth Partners | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Oct 16, 2026 |
| ASSETMARK, INC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 21, 2026 |
| UMB Private Wealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 19, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 23, 2026 |
| Covestor Ltd | History | Reduced | 9 | 0 | — | 0.0% | — | -5 | -35.71% | Q3 2026 | Oct 30, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q3 2026 | Oct 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q3 2026 | Oct 09, 2026 |
| Davis Capital Management | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quarry LP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |