Ramaco Resources, Inc. - METC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
DISCOVERY CAPITAL MANAGEMENT, LLC / CT History No change 5,440,290 71,371 2.96% 2.96% 1 0 0.0% Q2 2026 Aug 14, 2026
Dayah Capital LLC History No change 5,202,408 68,827 23.19% 23.19% 2 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 4,920,838 62,798 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
Yorktown Energy Partners XI, L.P. History No change 4,245,559 50,245 46.48% 46.48% 4 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,125,851 41,011 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 3,120,117 40,997 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
JANE STREET GROUP, LLC History No change 3,008,900 39,807 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 2,855,233 37,774 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
Yorktown Energy Partners X, L.P. History No change 2,806,157 33,210 69.79% 69.79% 9 0 0.0% Q2 2026 Aug 14, 2026
Yorktown Energy Partners IX, L.P. History No change 2,685,983 29,691 82.29% 82.29% 10 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,098,643 26,074 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,942,534 25,699 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 1,928,757 25,516 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 1,720,670 22,764 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,530,925 19,400 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 1,317,172 17,394 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,401,601 16,984 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,285,080 16,237 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 1,139,000 15,068 0.0% 0.0% 19 0 0.0% Q2 2026 Sep 02, 2026
IMC-Chicago, LLC History No change 1,068,754 14,139 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,050,280 13,895 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 1,399,843 11,574 0.0% 0.0% 22 +838,095 149.19% Q3 2026 Nov 04, 2026
FOURSIXTHREE CAPITAL LP History No change 851,760 11,268 2.32% 2.32% 23 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,353,028 10,981 0.0% 0.0% 24 -102,922 -7.07% Q3 2026 Nov 04, 2026
Point72 Asset Management, L.P. History No change 469,560 6,212 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 456,384 6,037 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 457,013 5,853 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Simcoe Capital LLC History No change 495,297 5,752 3.51% 3.51% 28 0 0.0% Q2 2026 Aug 06, 2026
CenterBook Partners LP History Reduced 690,310 5,708 0.26% 0.47% 29 -38,160 -5.24% Q3 2026 Nov 02, 2026
ROYCE & ASSOCIATES LP History No change 420,939 5,569 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 418,786 5,287 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
First Eagle Investment Management, LLC History No change 612,058 5,233 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 05, 2026
BANK OF AMERICA CORP /DE/ History No change 394,718 5,222 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 382,245 5,057 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Bastion Asset Management Inc. History No change 351,659 4,932 1.67% 1.67% 35 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD FIDUCIARY TRUST CO History No change 329,264 4,186 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
Assenagon Asset Management S.A. History New 482,036 3,986 0.0% — 37 +482,036 New Q3 2026 Oct 15, 2026
JB CAPITAL PARTNERS LP History No change 270,245 3,293 0.51% 0.51% 38 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History Reduced 379,600 3,139 0.0% 0.0% 39 -58,092 -13.27% Q3 2026 Nov 04, 2026
PEAK6 LLC History No change 212,680 2,813 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 12, 2026
Trexquant Investment LP History No change 158,652 2,098 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 156,218 2,066 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 152,219 2,013 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 142,488 1,885 0.04% 0.04% 44 0 0.0% Q2 2026 Aug 12, 2026
GRATIA CAPITAL, LLC History No change 138,000 1,825 1.1% 1.1% 45 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 162,358 1,814 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History No change 135,000 1,786 0.05% 0.05% 47 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 127,404 1,685 0.07% 0.07% 48 0 0.0% Q2 2026 Aug 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 122,998 1,627 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 14, 2026
Marnell Management LLC History No change 122,165 1,616 0.62% 0.62% 50 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 121,598 1,608 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 124,318 1,588 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 06, 2026
Squarepoint Ops LLC History No change 119,986 1,587 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
MIZUHO MARKETS AMERICAS LLC History No change 114,180 1,510 0.02% 0.02% 54 0 0.0% Q2 2026 Jul 24, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 108,395 1,435 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 104,034 1,376 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
ARDSLEY ADVISORY PARTNERS LP History No change 100,000 1,323 0.14% 0.14% 57 0 0.0% Q2 2026 Jul 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 98,651 1,293 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 103,700 1,275 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN CENTURY COMPANIES INC History No change 134,195 1,232 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 89,873 1,181 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 86,567 1,145 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 83,555 1,102 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 82,500 1,091 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 03, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 81,772 1,081 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 14, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 81,710 1,081 0.26% 0.26% 66 0 0.0% Q2 2026 Nov 03, 2026
Caption Management, LLC History No change 80,000 1,058 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
IAT REINSURANCE CO LTD. History No change 80,000 1,015 0.61% 0.61% 68 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 75,065 993 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 113,810 973 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 73,000 965 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 66,989 886 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 105,374 871 0.0% 0.01% 73 -20,125 -16.04% Q3 2026 Oct 28, 2026
ALLIANCEBERNSTEIN L.P. History No change 52,591 813 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 57,329 758 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
South Dakota Investment Council History No change 88,318 755 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 11, 2026
LuminArx Capital Management LP History No change 1,000,000 748 0.33% 0.33% 77 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 57,226 730 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 53,735 710 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
Lunt Capital Management, Inc. History No change 85,170 704 0.27% 0.41% 80 0 0.0% Q3 2026 Oct 30, 2026
Numerai GP LLC History No change 51,755 684 0.06% 0.06% 81 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 54,109 682 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 07, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 48,000 635 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 39,863 527 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 24, 2026
RAYMOND JAMES FINANCIAL INC History No change 39,041 516 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 38,894 514 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 38,379 507 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
J. Derek Lewis & Associates Inc. History Added to 88,840 497 0.09% 0.03% 88 +75,040 543.77% Q3 2026 Nov 03, 2026
Quantinno Capital Management LP History No change 40,162 463 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 34,859 461 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
1492 Capital Management LLC History No change 34,255 453 0.13% 0.13% 91 0 0.0% Q2 2026 Aug 11, 2026
Centiva Capital, LP History No change 32,239 426 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 29,899 388 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 27,265 360 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History No change 26,941 356 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 06, 2026
Walleye Capital LLC History No change 26,200 346 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 03, 2026
MetLife Investment Management, LLC History No change 25,957 343 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 24,900 329 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
CoreCommodity Management, LLC History No change 23,298 308 0.06% 0.06% 99 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 22,809 301 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 26,188 294 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 23,440 294 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 21,892 289 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
Carlyle Group Inc. History No change 21,743 287 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Family Advisors, LLC History No change 21,737 287 0.12% 0.12% 105 0 0.0% Q2 2026 Aug 14, 2026
Pingora Partners LLC History No change 28,772 286 0.17% 0.17% 106 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History Added to 63,003 282 0.09% 0.17% 107 +725 1.16% Q3 2026 Oct 23, 2026
OSAIC HOLDINGS, INC. History No change 21,352 278 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
AXQ CAPITAL, LP History No change 20,374 269 0.03% 0.03% 109 0 0.0% Q2 2026 Aug 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 19,425 256 0.01% 0.01% 110 0 0.0% Q2 2026 Jul 21, 2026
AlphaGrep UK Ltd History No change 18,620 246 0.07% 0.07% 111 0 0.0% Q2 2026 Aug 14, 2026
Circle Wealth Management, LLC History No change 18,375 243 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History No change 19,333 233 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
ALPS ADVISORS INC History Added to 27,757 229 0.0% 0.0% 114 +12,203 78.46% Q3 2026 Nov 02, 2026
TRAVELERS COMPANIES, INC. History No change 15,724 208 0.15% 0.15% 115 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History Added to 25,116 207 0.0% 0.0% 116 +8,413 50.37% Q3 2026 Nov 02, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 24,352 201 0.0% 0.0% 117 -38,495 -61.25% Q3 2026 Nov 02, 2026
Jupiter Topco LLC History No change 14,700 194 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
FAIRFIELD, BUSH & CO. History No change 14,556 192 0.09% 0.09% 119 0 0.0% Q2 2026 Aug 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 13,187 167 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 12,237 161 0.0% 0.0% 121 0 0.0% Q2 2026 Sep 09, 2026
Russell Investments Group, Ltd. History No change 12,435 161 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 06, 2026
Callan Family Office, LLC History No change 12,119 160 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 11, 2026
Parkwood LLC History No change 11,794 156 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 11,568 153 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 11,493 152 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 11,537 152 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 23, 2026
Atom Investors LP History No change 11,089 146 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
FNY Investment Advisers, LLC History Reduced 17,400 140 0.03% 0.37% 129 -61,519 -77.95% Q3 2026 Oct 16, 2026
TUDOR INVESTMENT CORP ET AL History No change 10,500 138 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 10,460 135 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 16,142 133 0.0% 0.0% 132 +1,227 8.23% Q3 2026 Nov 02, 2026
Keystone Financial Group History No change 14,962 127 0.01% 0.01% 133 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Investments Australia, Ltd. History No change 9,589 126 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
OpenArc Corporate Advisory, LLC History New 13,886 114 0.0% — 136 +13,886 New Q3 2026 Oct 21, 2026
Kestra Advisory Services, LLC History Reduced 13,856 114 0.0% 0.0% 135 -3,556 -20.42% Q3 2026 Nov 02, 2026
Global Trust Asset Management, LLC History Added to 18,572 103 0.03% 0.05% 137 +1,199 6.9% Q3 2026 Oct 19, 2026
BankChampaign, National Association History Reduced 12,091 99 0.08% 0.12% 138 -132 -1.08% Q3 2026 Oct 19, 2026
FIFTH THIRD BANCORP History No change 11,275 98 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 05, 2026
SEI INVESTMENTS CO History No change 11,299 96 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 7,650 95 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History Added to 9,440 77 0.01% 0.0% 142 +8,132 621.71% Q3 2026 Oct 29, 2026
Kraft, Davis & Associates, LLC History No change 10,000 76 0.02% 0.03% 143 0 0.0% Q3 2026 Oct 21, 2026
FMR LLC History No change 5,538 64 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 4,619 58 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 4,300 56 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
Alpine Global Management, LLC History No change 250 33 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 14, 2026
M&G Plc History No change 3,931 31 0.0% 0.0% 148 0 0.0% Q3 2026 Nov 04, 2026
State of Alaska, Department of Revenue History New 2,957 24 0.0% — 149 +2,957 New Q3 2026 Oct 15, 2026
Tower Research Capital LLC (TRC) History No change 1,869 22 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 11, 2026
Avalon Trust Co History No change 1,822 22 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 1,540 20 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 1,572 20 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
SUMMIT SECURITIES GROUP LLC History No change 1,500 19 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 1,451 19 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 1,452 18 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 2,100 17 0.0% 0.01% 157 0 0.0% Q3 2026 Oct 14, 2026
GAMMA Investing LLC History Added to 2,547 16 0.0% 0.0% 159 +1,751 219.97% Q3 2026 Oct 08, 2026
Costello Asset Management, INC History No change 2,080 16 0.0% 0.01% 158 0 0.0% Q3 2026 Oct 30, 2026
Farther Finance Advisors, LLC History Added to 2,195 15 0.0% 0.0% 160 +1,161 112.28% Q3 2026 Oct 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,120 14 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
Freestone Grove Partners LP History No change 1,011 13 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
KERR FINANCIAL PLANNING Corp History No change 1,037 13 0.01% 0.01% 163 0 0.0% Q2 2026 Jul 02, 2026
Sterling Capital Management LLC History Added to 1,669 12 0.0% 0.0% 165 +1,490 832.4% Q3 2026 Oct 22, 2026
US BANCORP \DE\ History No change 974 12 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 863 11 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 895 11 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History Reduced 1,229 10 0.0% 0.0% 168 -368 -23.04% Q3 2026 Oct 21, 2026
TD Waterhouse Canada Inc. History No change 1,000 8 0.0% 0.0% 169 0 0.0% Q3 2026 Oct 16, 2026
Pinnacle Wealth Planning Services, Inc. History New 858 6 0.0% — 173 +858 New Q3 2026 Oct 27, 2026
CX Institutional History Added to 770 6 0.0% 0.0% 170 +500 185.19% Q3 2026 Oct 02, 2026
CoreCap Advisors, LLC History Reduced 786 6 0.0% 0.0% 171 -5 -0.63% Q3 2026 Oct 08, 2026
Federation des caisses Desjardins du Quebec History No change 520 6 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 644 5 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 24, 2026
Steward Partners Investment Advisory, LLC History No change 410 5 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 406 5 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
Farmers & Merchants Trust Co of Chambersburg PA History New 514 4 0.0% — 181 +514 New Q3 2026 Oct 14, 2026
SIGNATUREFD, LLC History Added to 544 4 0.0% 0.0% 178 +95 21.16% Q3 2026 Oct 23, 2026
VALLEY WEALTH MANAGERS, INC. History No change 600 4 0.0% 0.0% 177 0 0.0% Q3 2026 Oct 09, 2026
FINANCIAL CONSULATE, INC History No change 500 4 0.0% 0.0% 179 0 0.0% Q3 2026 Oct 23, 2026
Hilton Head Capital Partners, LLC History No change 500 4 0.0% 0.0% 180 0 0.0% Q3 2026 Oct 23, 2026
Covestor Ltd History Added to 411 3 0.0% — 185 +384 1422.22% Q3 2026 Oct 30, 2026
EverSource Wealth Advisors, LLC History Added to 397 3 0.0% 0.0% 182 +214 116.94% Q3 2026 Nov 04, 2026
Geneos Wealth Management Inc. History No change 250 3 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 06, 2026
Private Wealth Asset Management, LLC History No change 300 3 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History New 284 2 0.0% — 194 +284 New Q3 2026 Oct 21, 2026
Parkside Financial Bank & Trust History New 272 2 0.0% — 195 +272 New Q3 2026 Oct 27, 2026
Capital Advisors, Ltd. LLC History Added to 199 2 0.0% — 191 +163 452.78% Q3 2026 Oct 27, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 270 2 0.0% 0.0% 187 -90 -25.0% Q3 2026 Oct 20, 2026
HARBOUR INVESTMENTS, INC. History No change 178 2 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 203 2 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History No change 293 2 0.0% 0.0% 189 0 0.0% Q3 2026 Oct 06, 2026
Arax Advisory Partners History No change 204 2 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 266 2 0.0% 0.0% 192 0 0.0% Q3 2026 Oct 16, 2026
BFC Planning, Inc. History No change 200 2 0.0% 0.0% 193 0 0.0% Q2 2026 Oct 29, 2026
Torren Management, LLC History New 230 1 0.0% — 206 +230 New Q3 2026 Oct 29, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 119 1 0.0% 0.0% 199 -74 -38.34% Q3 2026 Oct 22, 2026
ROTHSCHILD INVESTMENT LLC History No change 95 1 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 06, 2026
CITY HOLDING CO History No change 142 1 0.0% 0.0% 197 0 0.0% Q3 2026 Oct 19, 2026
HM PAYSON & CO History No change 89 1 0.0% 0.0% 198 0 0.0% Q2 2026 Jul 17, 2026
NVWM, LLC History No change 166 1 0.0% 0.0% 200 0 0.0% Q3 2026 Oct 14, 2026
Larson Financial Group LLC History No change 143 1 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 100 1 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 06, 2026
SWAN Capital LLC History No change 100 1 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 218 1 0.0% 0.0% 204 0 0.0% Q3 2026 Oct 07, 2026
Glen Eagle Advisors, LLC History No change 94 1 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Closed out 0 0 — 0.01% — -59,896 -100.0% Q3 2026 Oct 13, 2026
Calamos Advisors LLC History Closed out 0 0 — 0.0% — -15,000 -100.0% Q3 2026 Nov 02, 2026
Arizona State Retirement System History Closed out 0 0 — 0.0% — -10,037 -100.0% Q3 2026 Nov 03, 2026
Byrne Asset Management LLC History Closed out 0 0 — 0.05% — -9,894 -100.0% Q3 2026 Oct 06, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.08% — -6,485 -100.0% Q3 2026 Nov 03, 2026
State of Wyoming History Closed out 0 0 — 0.0% — -1,331 -100.0% Q3 2026 Oct 28, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -122 -100.0% Q3 2026 Oct 13, 2026
Ascentis Independent Advisors History New 120 0 — — — +120 New Q3 2026 Nov 03, 2026
Versant Capital Management, Inc History Closed out 0 0 — 0.0% — -119 -100.0% Q3 2026 Oct 01, 2026
Parallel Advisors, LLC History Added to 78 0 — — — +69 766.67% Q3 2026 Nov 03, 2026
Root Financial Partners, LLC History New 45 0 — — — +45 New Q3 2026 Oct 21, 2026
MCF Advisors LLC History Closed out 0 0 — — — -45 -100.0% Q3 2026 Oct 28, 2026
Essential Partners LLC History Closed out 0 0 — — — -23 -100.0% Q3 2026 Oct 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 30 0 — — — -7 -18.92% Q3 2026 Oct 05, 2026
Ascentis Wealth Management, LLC History New 3 0 — — — +3 New Q3 2026 Nov 03, 2026
SJS Investment Consulting Inc. History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 26, 2026
DANSKE BANK A/S History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 60 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
Clearstead Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 33 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Transamerica Financial Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 100 0 — 0.0% — 0 0.0% Q3 2026 Oct 23, 2026
Physician Wealth Advisors, Inc. History No change 61 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
Elequin Capital, LP History No change 49 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MTM Investment Management, LLC History No change 20 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
Smartleaf Asset Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Gen-Wealth Partners Inc History No change 82 0 — 0.0% — 0 0.0% Q3 2026 Nov 04, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 117 0 — 0.0% — 0 0.0% Q3 2026 Nov 03, 2026
Chung Wu Investment Group, LLC History No change 100 0 — 0.0% — 0 0.0% Q3 2026 Nov 03, 2026
Keating Financial Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Allied Private Wealth LLC History No change 68 0 — — — 0 0.0% Q2 2026 Jul 09, 2026