Magnum Ice Cream Co N.V. - MICC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 32,799,430 571,039 0.06% 0.03% 1 +15,007,919 84.35% Q2 2026 Aug 14, 2026
First Eagle Investment Management, LLC History Added to 23,021,501 400,636 0.67% 0.57% 2 +312,157 1.37% Q2 2026 Aug 05, 2026
FMR LLC History Added to 20,835,766 362,722 0.02% 0.01% 3 +6,222,530 42.58% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 15,628,560 272,215 0.05% 0.07% 4 -10,475,407 -40.13% Q2 2026 Aug 14, 2026
M&G Plc History Added to 15,244,068 261,175 1.3% 1.1% 5 +1,071,816 7.56% Q2 2026 Aug 06, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 12,921,508 224,511 0.0% 0.01% 6 -1,590,713 -10.96% Q2 2026 Aug 13, 2026
FLOSSBACH VON STORCH SE History Added to 12,556,043 218,506 0.99% 0.4% 7 +6,667,847 113.24% Q2 2026 Aug 10, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 13,199,616 201,109 0.59% 0.29% 8 +6,163,429 87.6% Q2 2026 Aug 07, 2026
Madison Avenue Partners, LP History Reduced 10,892,592 189,640 8.16% 7.44% 9 -552,937 -4.83% Q2 2026 Aug 14, 2026
Sessa Capital IM, L.P. History Added to 9,589,219 166,948 2.79% 1.3% 10 +4,816,409 100.91% Q2 2026 Aug 14, 2026
NORGES BANK History New 9,547,081 166,109 0.02% — 11 +9,547,081 New Q2 2026 Aug 12, 2026
FIL Ltd History Reduced 6,177,581 107,507 0.08% 0.22% 12 -13,435,001 -68.5% Q2 2026 Aug 13, 2026
Legal & General Group Plc History Reduced 4,647,254 80,894 0.02% 0.02% 13 -1,756,839 -27.43% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 4,393,528 76,491 0.0% 0.0% 14 +553,262 14.41% Q2 2026 Aug 14, 2026
Aristotle Capital Management, LLC History Added to 4,081,786 71,035 0.15% 0.01% 15 +3,889,375 2021.39% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History Added to 3,967,522 69,095 0.05% 0.03% 16 +1,303,504 48.93% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Reduced 3,804,284 66,099 0.01% 0.02% 17 -439,944 -10.37% Q2 2026 Aug 13, 2026
UBS Group AG History Reduced 3,638,458 63,345 0.01% 0.01% 18 -2,261,030 -38.33% Q2 2026 Aug 13, 2026
Amundi History Reduced 3,521,058 61,301 0.01% 0.01% 19 -72,236 -2.01% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 3,498,905 60,915 0.01% 0.01% 20 -2,241,128 -39.04% Q2 2026 Aug 14, 2026
Orbis Allan Gray Ltd History Reduced 3,112,401 54,186 0.19% 0.27% 21 -1,142,459 -26.85% Q2 2026 Aug 14, 2026
First Pacific Advisors, LP History Added to 2,971,716 51,737 0.64% 0.47% 22 +716,606 31.78% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Added to 2,223,215 38,726 0.03% 0.02% 23 +951,781 74.86% Q2 2026 Aug 06, 2026
J. Goldman & Co LP History Added to 2,137,483 37,211 0.96% 0.03% 24 +2,077,483 3462.47% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Reduced 2,022,708 35,144 0.02% 0.03% 25 -169,870 -7.75% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History Added to 1,997,013 34,768 0.01% 0.0% 26 +577,385 40.67% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Reduced 1,922,220 33,465 0.01% 0.01% 27 -1,053,638 -35.41% Q2 2026 Aug 07, 2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd History Added to 1,869,066 32,534 21.37% 20.27% 28 +30,300 1.65% Q2 2026 Aug 11, 2026
Allianz Asset Management GmbH History Reduced 1,832,714 31,924 0.03% 0.04% 29 -562,527 -23.49% Q2 2026 Sep 02, 2026
Invesco Ltd. History Added to 1,761,500 30,667 0.0% 0.0% 30 +238,332 15.65% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History New 1,723,346 30,008 0.01% — 31 +1,723,346 New Q2 2026 Aug 11, 2026
Swiss National Bank History Reduced 1,661,902 28,860 0.02% 0.01% 32 -34,089 -2.01% Q2 2026 Aug 11, 2026
CREDIT AGRICOLE S A History Reduced 1,428,300 24,866 0.05% 0.07% 33 -438,510 -23.49% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 1,342,752 23,389 0.01% 0.0% 34 +854,594 175.07% Q2 2026 Aug 03, 2026
BANK OF MONTREAL /CAN/ History Added to 1,315,465 22,892 0.01% 0.01% 35 +86,255 7.02% Q2 2026 Aug 12, 2026
SIH Partners, LLLP History Added to 1,211,800 21,097 0.13% 0.18% 36 +284,217 30.64% Q2 2026 Aug 14, 2026
Nuveen, LLC History Reduced 1,207,791 21,038 0.01% 0.01% 37 -521,462 -30.16% Q2 2026 Aug 11, 2026
AVIVA PLC History Reduced 1,116,241 19,411 0.03% 0.06% 38 -1,507,233 -57.45% Q2 2026 Aug 13, 2026
Ruffer LLP History Added to 1,082,605 18,825 0.67% 0.45% 39 +327,041 43.28% Q2 2026 Jul 30, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 1,079,369 18,791 0.03% 0.04% 40 -144,659 -11.82% Q2 2026 Aug 13, 2026
Ninety One UK Ltd History Added to 1,069,929 18,624 0.04% 0.02% 41 +341,323 46.85% Q2 2026 Jul 16, 2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ History Reduced 1,001,588 17,437 0.91% 1.19% 42 -618,032 -38.16% Q2 2026 Aug 14, 2026
Rathbones Group PLC History Reduced 955,981 16,644 0.06% 0.07% 43 -206,665 -17.78% Q2 2026 Jul 23, 2026
BNP Paribas Asset Management Holding S.A. History Added to 952,498 16,535 0.02% 0.01% 44 +251,465 35.87% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Added to 916,876 15,962 0.0% 0.0% 45 +34,274 3.88% Q2 2026 Aug 06, 2026
MORGAN STANLEY History Added to 912,786 15,891 0.0% 0.0% 46 +171,640 23.16% Q2 2026 Aug 13, 2026
Beutel, Goodman & Co Ltd. History Reduced 794,297 13,828 0.1% 0.1% 47 -185,518 -18.93% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History Added to 677,199 11,790 0.0% 0.0% 48 +618,521 1054.09% Q2 2026 Sep 02, 2026
BlackRock, Inc. History Reduced 667,275 11,617 0.0% 0.0% 49 -40,477 -5.72% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History Added to 618,430 10,766 0.01% 0.0% 50 +601,290 3508.11% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Reduced 526,229 9,161 0.0% 0.01% 51 -1,310,843 -71.36% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 489,344 8,524 0.02% 0.01% 52 +59,889 13.95% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History Added to 483,613 8,419 0.0% 0.0% 53 +17,656 3.79% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History Added to 394,773 6,876 0.01% 0.01% 54 +56,848 16.82% Q2 2026 Jul 30, 2026
Quantinno Capital Management LP History Reduced 375,739 6,542 0.01% 0.01% 55 -28,056 -6.95% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Reduced 368,441 6,469 0.0% 0.0% 56 -16,344 -4.25% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 352,424 6,135 0.0% 0.0% 57 +167,124 90.19% Q2 2026 Aug 14, 2026
Korea Investment CORP History Reduced 349,689 6,090 0.01% 0.02% 58 -183,075 -34.36% Q2 2026 Aug 11, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 317,191 5,540 0.01% 0.01% 59 +18,902 6.34% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History New 283,065 4,928 0.0% — 60 +283,065 New Q2 2026 Aug 14, 2026
MAVERICK CAPITAL LTD History New 263,278 4,581 0.04% — 61 +263,278 New Q2 2026 Aug 14, 2026
Fideuram Asset Management (Ireland) dac History New 335,877 4,573 0.09% — 62 +335,877 New Q2 2026 Jul 23, 2026
JANE STREET GROUP, LLC History Reduced 255,164 4,438 0.0% 0.0% 63 -206,861 -44.77% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History Reduced 245,496 4,274 0.0% 0.0% 64 -44,984 -15.49% Q2 2026 Aug 04, 2026
TRIAN FUND MANAGEMENT, L.P. History No change 241,042 4,196 0.1% 0.09% 65 0 0.0% Q2 2026 Aug 12, 2026
JANUS HENDERSON GROUP PLC History No change 283,065 4,140 0.0% 0.0% 66 0 0.0% Q1 2026 May 18, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 236,368 4,115 0.0% 0.0% 67 +123,313 109.07% Q2 2026 Sep 23, 2026
Centiva Capital, LP History New 230,766 4,017 0.04% — 68 +230,766 New Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History Reduced 230,017 3,996 0.01% 0.01% 69 -9,131 -3.82% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History Added to 228,818 3,986 0.03% 0.02% 70 +80,575 54.35% Q2 2026 Aug 12, 2026
LONDON CO OF VIRGINIA History Added to 224,531 3,904 0.02% 0.02% 71 +5,232 2.39% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History New 221,876 3,862 0.0% — 72 +221,876 New Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History Reduced 206,417 3,732 0.01% 0.01% 73 -6,517 -3.06% Q2 2026 Jul 27, 2026
CenterBook Partners LP History New 213,480 3,716 0.18% — 74 +213,480 New Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History Reduced 208,448 3,626 0.0% 0.0% 75 -67,582 -24.48% Q2 2026 Aug 14, 2026
BOUSSARD & GAVAUDAN GESTION SAS History New 206,671 3,598 0.18% — 76 +206,671 New Q2 2026 Aug 19, 2026
683 Capital Management, LLC History New 201,000 3,499 0.17% — 77 +201,000 New Q2 2026 Aug 14, 2026
Boussard & Gavaudan Investment Management LLP History No change 226,500 3,318 0.31% 0.31% 78 0 0.0% Q1 2026 May 15, 2026
Evelyn Partners Group Ltd History New 189,966 3,305 0.01% — 79 +189,966 New Q2 2026 Aug 07, 2026
BLI - Banque de Luxembourg Investments History Reduced 168,800 2,938 0.1% 0.15% 80 -148,798 -46.85% Q2 2026 Aug 10, 2026
Vanguard Global Advisers, LLC History Added to 168,005 2,919 0.0% 0.0% 81 +31,037 22.66% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History Added to 162,321 2,824 0.0% 0.0% 82 +29,597 22.3% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History Reduced 158,067 2,751 0.0% 0.0% 83 -3,751 -2.32% Q2 2026 Aug 13, 2026
SEB Asset Management AB History Reduced 154,639 2,693 0.01% 0.01% 84 -6,090 -3.79% Q2 2026 Aug 04, 2026
DekaBank Deutsche Girozentrale History Added to 149,800 2,682 0.0% 0.0% 85 +74,896 99.99% Q2 2026 Aug 05, 2026
Evelyn Partners Investment Management LLP History No change 182,664 2,682 0.07% 0.07% 86 0 0.0% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 153,833 2,679 0.01% 0.01% 87 -663 -0.43% Q2 2026 Aug 14, 2026
Legacy Wealth Asset Management, LLC History New 151,505 2,637 0.58% — 88 +151,505 New Q2 2026 Jul 09, 2026
Te Ahumairangi Investment Management Ltd History Added to 149,280 2,600 0.42% 0.35% 89 +7,800 5.51% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 146,273 2,545 0.0% 0.0% 90 -6,671 -4.36% Q2 2026 Sep 09, 2026
Lansforsakringar Fondforvaltning AB (publ) History New 145,295 2,530 0.01% — 91 +145,295 New Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History New 136,316 2,373 0.0% — 92 +136,316 New Q2 2026 Aug 11, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 125,962 2,191 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 140,702 2,103 0.0% 0.0% 94 +54,981 64.14% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History Reduced 120,653 2,100 0.0% 0.0% 95 -262,664 -68.52% Q2 2026 Aug 12, 2026
MACKENZIE FINANCIAL CORP History Added to 135,859 2,069 0.0% 0.0% 96 +14,581 12.02% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History Added to 113,261 1,972 0.0% 0.0% 97 +783 0.7% Q2 2026 Aug 04, 2026
EVERETT HARRIS & CO /CA/ History Reduced 103,665 1,804 0.02% 0.05% 98 -181,320 -63.62% Q2 2026 Aug 03, 2026
INGALLS & SNYDER LLC History Reduced 100,580 1,751 0.05% 0.05% 99 -731 -0.72% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History Added to 93,250 1,623 0.01% 0.01% 100 +2,432 2.68% Q2 2026 Aug 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 92,983 1,618 0.0% 0.0% 101 +23,046 32.95% Q2 2026 Aug 14, 2026
ASR Vermogensbeheer N.V. History Added to 90,308 1,573 0.02% 0.0% 102 +76,699 563.59% Q2 2026 Jul 20, 2026
Privium Fund Management B.V. History New 98,221 1,496 0.27% — 103 +98,221 New Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 79,059 1,376 0.0% 0.0% 104 -26,237 -24.92% Q2 2026 Aug 14, 2026
Temasek Holdings (Private) Ltd History No change 79,000 1,372 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 07, 2026
LPL Financial LLC History Reduced 74,763 1,301 0.0% 0.0% 106 -6,873 -8.42% Q2 2026 Aug 07, 2026
BROWN ADVISORY INC History Reduced 71,549 1,245 0.0% 0.0% 107 -2,923 -3.92% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 65,654 1,143 0.0% 0.0% 108 +3,794 6.13% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History Reduced 65,678 1,143 0.0% 0.0% 109 -380 -0.58% Q2 2026 Aug 14, 2026
Evelyn Partners Investment Management Services Ltd History No change 76,689 1,126 0.13% 0.13% 110 0 0.0% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Reduced 55,966 974 0.0% 0.0% 111 -12,975 -18.82% Q2 2026 Aug 14, 2026
EFG International AG History Reduced 51,248 888 0.02% 0.02% 112 -6,916 -11.89% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 50,596 880 0.0% — 113 +50,596 New Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 50,107 872 0.0% 0.0% 114 -327 -0.65% Q2 2026 Aug 07, 2026
Crossmark Global Holdings, Inc. History Reduced 49,190 856 0.01% 0.01% 115 -49 -0.1% Q2 2026 Jul 16, 2026
MetLife Investment Management, LLC History Added to 49,016 853 0.0% 0.0% 116 +1,482 3.12% Q2 2026 Aug 13, 2026
Kennon-Green & Company, LLC History Added to 48,375 842 0.66% 0.56% 117 +2,393 5.2% Q2 2026 Aug 06, 2026
Creative Planning History Reduced 47,204 821 0.0% 0.0% 118 -1,610 -3.3% Q2 2026 Aug 13, 2026
Assenagon Asset Management S.A. History Reduced 45,554 793 0.0% 0.0% 119 -11,814 -20.59% Q2 2026 Jul 08, 2026
Banque Transatlantique SA History Reduced 45,193 785 0.02% 0.02% 120 -1,722 -3.67% Q2 2026 Jul 30, 2026
Camelot Portfolios, LLC History New 44,800 779 0.55% — 121 +44,800 New Q2 2026 Jul 17, 2026
Cheviot Value Management, LLC History Reduced 44,016 766 0.08% 0.11% 122 -27,315 -38.29% Q2 2026 Aug 06, 2026
Cerity Partners LLC History Reduced 40,689 708 0.0% 0.0% 123 -6,145 -13.12% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History Reduced 40,610 707 0.0% 0.0% 124 -80,215 -66.39% Q2 2026 Aug 14, 2026
Crossingbridge Advisors, LLC History New 40,000 696 0.12% — 125 +40,000 New Q2 2026 Aug 13, 2026
AlphaCentric Advisors LLC History New 40,000 696 0.59% — 126 +40,000 New Q2 2026 Jul 24, 2026
NORTHSTAR ASSET MANAGEMENT INC History Reduced 38,605 671 0.2% 0.19% 127 -1,775 -4.4% Q2 2026 Jul 28, 2026
GRANDFIELD & DODD, LLC History Reduced 37,665 655 0.03% 0.05% 128 -26,965 -41.72% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 36,777 640 0.0% 0.0% 129 -5,039 -12.05% Q2 2026 Aug 17, 2026
Focus Partners Wealth History Added to 36,094 628 0.0% 0.0% 130 +2,814 8.46% Q2 2026 Aug 12, 2026
Matthew Goff Investment Advisor, LLC History Reduced 35,137 611 0.1% 0.09% 131 -1,148 -3.16% Q2 2026 Jul 07, 2026
Gulf International Bank (UK) Ltd History Reduced 35,000 609 0.01% 0.01% 132 -550 -1.55% Q2 2026 Aug 13, 2026
SCS Capital Management LLC History Reduced 34,692 604 0.01% 0.01% 133 -77 -0.22% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History Added to 34,521 601 0.0% 0.0% 134 +2,012 6.19% Q2 2026 Aug 27, 2026
ExodusPoint Capital Management, LP History Added to 34,240 596 0.0% 0.0% 135 +1,455 4.44% Q2 2026 Aug 14, 2026
American Assets Investment Management, LLC History No change 34,000 591 0.04% 0.03% 136 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 24,747 579 0.0% 0.0% 137 -2,311 -8.54% Q2 2026 Aug 10, 2026
STIFEL FINANCIAL CORP History Reduced 31,922 555 0.0% 0.0% 138 -2,837 -8.16% Q2 2026 Aug 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 30,169 525 0.01% 0.01% 139 -7,180 -19.22% Q2 2026 Jul 23, 2026
AMERIPRISE FINANCIAL INC History Reduced 29,456 512 0.0% 0.0% 140 -13,292 -31.09% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 29,362 511 0.0% 0.0% 141 -6,755 -18.7% Q2 2026 Jul 29, 2026
Mariner, LLC History Added to 29,049 505 0.0% 0.0% 142 +1,625 5.93% Q2 2026 Aug 13, 2026
ROCKLAND TRUST CO History Reduced 28,138 489 0.02% 0.02% 143 -689 -2.39% Q2 2026 Jul 08, 2026
GFS Advisors, LLC History New 5,840 468 0.05% — 144 +5,840 New Q2 2026 Aug 04, 2026
Destination Wealth Management History Reduced 26,764 465 0.01% 0.01% 145 -55 -0.21% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Reduced 26,471 460 0.0% 0.0% 146 -11,355 -30.02% Q2 2026 Jul 28, 2026
Sequoia Financial Advisors, LLC History Added to 26,476 460 0.0% 0.0% 147 +6,748 34.21% Q2 2026 Jul 17, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 25,256 441 0.0% 0.0% 148 -14,065 -35.77% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 23,657 411 0.0% 0.01% 149 -12,932 -35.34% Q2 2026 Aug 11, 2026
PRUDENTIAL PLC History New 23,243 404 0.0% — 150 +23,243 New Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 23,163 403 0.0% 0.0% 151 +11,305 95.34% Q2 2026 Aug 14, 2026
AUXIER ASSET MANAGEMENT LLC History Reduced 21,933 381 0.05% 0.05% 152 -153 -0.69% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History New 21,741 377 0.0% — 153 +21,741 New Q2 2026 Aug 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 20,261 375 0.0% 0.0% 154 -2,120 -9.47% Q2 2026 Jul 15, 2026
HighTower Advisors, LLC History Reduced 21,422 372 0.0% 0.0% 155 -3,625 -14.47% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History Reduced 21,398 372 0.0% 0.0% 156 -1,415 -6.2% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History Reduced 21,349 371 0.0% 0.0% 157 -1,466 -6.43% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 20,060 349 0.0% 0.0% 158 -5 -0.02% Q2 2026 Aug 13, 2026
Wallace Capital Management Inc. History Reduced 19,789 344 0.04% 0.05% 159 -11,811 -37.38% Q2 2026 Aug 14, 2026
Axxion S.A. History New 25,905 339 0.02% — 160 +25,905 New Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 18,803 327 0.0% 0.0% 161 -19,339 -50.7% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History Reduced 18,763 326 0.0% 0.0% 162 -400 -2.09% Q2 2026 Aug 12, 2026
Groupe la Francaise History Reduced 18,778 325 0.0% 0.01% 163 -21,834 -53.76% Q2 2026 Aug 25, 2026
Portland Global Advisors LLC History Reduced 18,075 314 0.03% 0.03% 165 -2,765 -13.27% Q2 2026 Aug 13, 2026
KEATING INVESTMENT COUNSELORS INC History Reduced 18,057 314 0.09% 0.08% 164 -2,693 -12.98% Q2 2026 Jul 16, 2026
Moran Wealth Management, LLC History Reduced 17,886 311 0.01% 0.01% 166 -1,442 -7.46% Q2 2026 Aug 05, 2026
FRANKLIN RESOURCES INC History Reduced 16,165 281 0.0% 0.0% 167 -262,985 -94.21% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History New 15,642 272 0.0% — 168 +15,642 New Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History Reduced 15,443 268 0.0% 0.0% 169 -11,331 -42.32% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 15,350 267 0.0% 0.0% 170 -9,829 -39.04% Q2 2026 Aug 13, 2026
ADVOCATE GROUP LLC History Reduced 15,309 266 0.04% 0.05% 171 -6,867 -30.97% Q2 2026 Jul 17, 2026
FIDUCIARY TRUST CO History Reduced 15,005 261 0.0% 0.0% 172 -8,913 -37.26% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History New 14,859 259 0.0% — 173 +14,859 New Q2 2026 Aug 05, 2026
Versant Capital Management, Inc History Reduced 14,600 254 0.02% 0.02% 174 -418 -2.78% Q2 2026 Jul 02, 2026
AQR CAPITAL MANAGEMENT LLC History New 14,484 251 0.0% — 176 +14,484 New Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History New 14,472 251 0.0% — 175 +14,472 New Q2 2026 Aug 14, 2026
SHUFRO ROSE & CO LLC History Reduced 14,315 249 0.01% 0.02% 177 -1,966 -12.08% Q2 2026 Aug 12, 2026
Gilman Hill Asset Management, LLC History Added to 14,329 249 0.03% 0.03% 178 +164 1.16% Q2 2026 Jul 09, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 14,210 247 0.01% 0.01% 179 -1,226 -7.94% Q2 2026 Jul 31, 2026
Kestra Advisory Services, LLC History Reduced 14,084 245 0.0% 0.0% 180 -5,208 -27.0% Q2 2026 Jul 28, 2026
QUADRANT CAPITAL GROUP LLC History Added to 13,933 242 0.01% 0.01% 181 +408 3.02% Q2 2026 Aug 14, 2026
M&T BANK CORP History Reduced 13,756 239 0.0% 0.0% 182 -11,590 -45.73% Q2 2026 Aug 04, 2026
&PARTNERS History Reduced 13,698 238 0.0% 0.0% 183 -4,868 -26.22% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Added to 13,593 236 0.0% 0.0% 184 +1,953 16.78% Q2 2026 Aug 11, 2026
Perbak Capital Partners LLP History No change 15,564 232 0.06% 0.06% 185 0 0.0% Q1 2026 May 15, 2026
STEPHENS INC /AR/ History Reduced 13,308 231 0.0% 0.0% 186 -788 -5.59% Q2 2026 Jul 29, 2026
MML INVESTORS SERVICES, LLC History Reduced 12,988 226 0.0% 0.0% 187 -1,264 -8.87% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History New 12,253 213 0.0% — 188 +12,253 New Q2 2026 Aug 14, 2026
REGATTA CAPITAL GROUP, LLC History New 12,222 212 0.03% — 189 +12,222 New Q2 2026 Aug 12, 2026
1832 Asset Management L.P. History Reduced 12,011 209 0.0% 0.0% 190 -149,697 -92.57% Q2 2026 Aug 13, 2026
Tweedy, Browne Co LLC History Reduced 11,654 202 0.02% 0.01% 191 -393 -3.26% Q2 2026 Aug 07, 2026
Coston, McIsaac & Partners History Reduced 11,538 199 0.04% 0.05% 192 -3,599 -23.78% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History Reduced 11,314 196 0.0% 0.0% 193 -7,003 -38.23% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 11,093 193 0.0% 0.0% 194 +844 8.23% Q2 2026 Sep 23, 2026
Banque de Luxembourg S.A. History Added to 11,074 193 0.09% 0.08% 195 +1 0.01% Q2 2026 Jul 09, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 10,762 187 0.01% 0.01% 196 0 0.0% Q2 2026 Jul 31, 2026
Snowden Capital Advisors LLC History Reduced 10,728 186 0.0% 0.0% 197 -690 -6.04% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 10,332 179 0.0% 0.0% 198 -1,600 -13.41% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History Reduced 10,256 178 0.0% 0.0% 199 -24,536 -70.52% Q2 2026 Aug 03, 2026
Blue Trust, Inc. History Added to 10,181 177 0.0% 0.0% 200 +1,434 16.39% Q2 2026 Jul 21, 2026
Naviter Wealth, LLC History New 10,141 176 0.02% — 201 +10,141 New Q2 2026 Aug 07, 2026
GROUP ONE TRADING LLC History Reduced 10,036 174 0.0% 0.0% 202 -1,896 -15.89% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History Reduced 9,584 166 0.01% 0.03% 203 -35,737 -78.85% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History Reduced 9,105 158 0.0% 0.0% 204 -102 -1.11% Q2 2026 Jul 23, 2026
ALLIANZ SE History Reduced 8,510 148 0.0% 0.0% 205 -8,500 -49.97% Q2 2026 Aug 10, 2026
Sava Infond d.o.o. History New 8,460 146 0.01% — 206 +8,460 New Q2 2026 Jul 16, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 7,731 134 0.0% 0.0% 207 -100 -1.28% Q2 2026 Jul 30, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 7,377 128 0.0% 0.0% 208 -9,969 -57.47% Q2 2026 Aug 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 7,110 123 0.0% 0.0% 209 -6,989 -49.57% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 6,395 111 0.0% 0.0% 210 -1,265 -16.51% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History New 6,109 106 0.0% — 211 +6,109 New Q2 2026 Aug 06, 2026
ALERUS FINANCIAL NA History Reduced 5,804 101 0.0% 0.0% 212 -226 -3.75% Q2 2026 Aug 13, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 6,366 93 0.03% 0.03% 213 0 0.0% Q1 2026 May 15, 2026
Generali Asset Management SPA SGR History No change 6,498 86 0.0% 0.0% 214 0 0.0% Q2 2026 Jul 30, 2026
Wilmington Savings Fund Society, FSB History Reduced 4,738 82 0.0% 0.0% 215 -1,775 -27.25% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History Reduced 4,368 76 0.0% 0.0% 216 -942 -17.74% Q2 2026 Jul 17, 2026
Clearstead Advisors, LLC History Added to 4,071 70 0.0% 0.0% 217 +3,938 2960.9% Q2 2026 Aug 06, 2026
OSLO PENSJONSFORSIKRING AS History New 3,728 64 0.01% — 218 +3,728 New Q2 2026 Jul 31, 2026
Ninety One SA (PTY) Ltd History No change 3,511 61 0.0% 0.0% 219 0 0.0% Q2 2026 Jul 16, 2026
Advisors Asset Management, Inc. History Reduced 3,107 54 0.0% 0.0% 221 -1,405 -31.14% Q2 2026 Aug 13, 2026
HM PAYSON & CO History Reduced 3,110 54 0.0% 0.0% 220 -500 -13.85% Q2 2026 Jul 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 3,050 53 0.0% 0.0% 222 +2,232 272.86% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History Reduced 2,923 50 0.0% 0.01% 223 -1,828 -38.48% Q2 2026 Sep 15, 2026
Bollard Group LLC History Reduced 2,815 49 0.0% 0.0% 224 -352 -11.11% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History Reduced 2,839 49 0.0% 0.0% 225 -324 -10.24% Q2 2026 Aug 05, 2026
Allworth Financial LP History Reduced 2,773 48 0.0% 0.0% 226 -1,255 -31.16% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History Reduced 2,648 46 0.0% 0.0% 227 -1,073 -28.84% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History Reduced 2,618 45 0.0% 0.0% 228 -36 -1.36% Q2 2026 Jul 28, 2026
CWM, LLC History No change 3,044 45 0.0% 0.0% 229 0 0.0% Q1 2026 May 14, 2026
Arax Advisory Partners History Added to 2,495 43 0.0% 0.0% 230 +1,113 80.54% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History Reduced 2,486 43 0.0% 0.0% 231 -23 -0.92% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History Added to 2,418 42 0.01% 0.0% 232 +192 8.63% Q2 2026 Aug 13, 2026
V-Square Quantitative Management LLC History Added to 2,376 41 0.0% 0.0% 233 +288 13.79% Q2 2026 Jul 27, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Reduced 2,241 38 0.0% 0.0% 234 -716 -24.21% Q2 2026 Jul 24, 2026
Compagnie Lombard Odier SCmA History Reduced 2,096 36 0.0% 0.03% 235 -139,749 -98.52% Q2 2026 Jul 29, 2026
GAMMA Investing LLC History Reduced 2,072 36 0.0% 0.0% 236 -316 -13.23% Q2 2026 Jul 07, 2026
Smartleaf Asset Management LLC History No change 1,991 34 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History Reduced 1,910 33 0.0% 0.0% 238 -59 -3.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History Added to 1,522 26 0.0% 0.0% 239 +49 3.33% Q2 2026 Jul 27, 2026
Costello Asset Management, INC History No change 1,500 26 0.01% 0.01% 240 0 0.0% Q2 2026 Jul 28, 2026
EASTERN BANK History Added to 1,479 25 0.0% 0.0% 241 +15 1.02% Q2 2026 Jul 01, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1,399 24 0.0% 0.0% 242 -99 -6.61% Q2 2026 Jul 24, 2026
Intesa Sanpaolo Wealth Management History Reduced 1,358 23 0.0% 0.01% 244 -1,749 -56.29% Q2 2026 Jul 23, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,384 23 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 10, 2026
Aberdeen Wealth Management LLC History New 1,278 22 0.01% — 245 +1,278 New Q2 2026 Aug 13, 2026
Ancora Advisors LLC History Reduced 1,219 21 0.0% 0.0% 247 -569 -31.82% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History Added to 1,242 21 0.0% 0.0% 246 +267 27.38% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History Reduced 1,222 21 0.0% 0.0% 248 -1 -0.08% Q2 2026 Aug 14, 2026
MASECO LLP History Reduced 1,171 20 0.0% 0.0% 250 -94 -7.43% Q2 2026 Aug 05, 2026
HAZLETT, BURT & WATSON, INC. History Added to 1,191 20 0.01% 0.01% 249 +34 2.94% Q2 2026 Jul 30, 2026
Smithfield Trust Co History No change 1,099 19 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 05, 2026
CVA Family Office, LLC History No change 1,123 19 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History Added to 1,003 17 0.0% 0.0% 254 +887 764.66% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 1,023 17 0.0% 0.0% 253 +3 0.29% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 909 15 0.0% 0.0% 255 +2 0.22% Q2 2026 Aug 06, 2026
Cromwell Holdings LLC History No change 888 15 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 855 14 0.0% 0.0% 257 +659 336.22% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History Reduced 835 14 0.0% 0.0% 258 -653 -43.88% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 842 14 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 07, 2026
Clean Yield Group History Reduced 795 13 0.0% 0.01% 260 -430 -35.1% Q2 2026 Aug 05, 2026
IFP Advisors, Inc History Reduced 756 13 0.0% 0.0% 261 -293 -27.93% Q2 2026 Jul 20, 2026
FEDERATED HERMES, INC. History Reduced 741 12 0.0% 0.0% 262 -276 -27.14% Q2 2026 Aug 12, 2026
FIRST HORIZON CORP History No change 632 11 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 20, 2026
BARD ASSOCIATES INC History No change 666 11 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 11, 2026
SITTNER & NELSON, LLC History No change 665 11 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Edge Private Wealth Management, LLC History No change 680 11 0.0% 0.0% 266 0 0.0% Q2 2026 Jul 23, 2026
Millstone Evans Group, LLC History No change 666 11 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 11, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 660 11 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 07, 2026
PlanVest Financial, Inc History No change 687 11 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 586 10 0.0% 0.0% 271 -730 -55.47% Q2 2026 Aug 12, 2026
Rosenberg Matthew Hamilton History Reduced 596 10 0.0% 0.0% 273 -265 -30.78% Q2 2026 Jul 17, 2026
BAILLIE GIFFORD & CO History Reduced 619 10 0.0% 0.0% 272 -45 -6.78% Q2 2026 Aug 06, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 590 10 0.0% 0.0% 270 -20 -3.28% Q2 2026 Jul 29, 2026
Sterling Capital Management LLC History No change 526 9 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 540 9 0.0% 0.0% 275 0 0.0% Q2 2026 Jul 08, 2026
CULLEN/FROST BANKERS, INC. History Reduced 494 8 0.0% 0.0% 276 -1,170 -70.31% Q2 2026 Jul 27, 2026
EverSource Wealth Advisors, LLC History Reduced 480 8 0.0% 0.0% 277 -699 -59.29% Q2 2026 Jul 24, 2026
Salomon & Ludwin, LLC History Added to 411 7 0.0% — 282 +373 981.58% Q2 2026 Aug 07, 2026
Dixon Mitchell Investment Counsel Inc. History Reduced 405 7 0.0% 0.0% 283 -201 -33.17% Q2 2026 Aug 13, 2026
JPL Wealth Management, LLC History Reduced 440 7 0.0% 0.0% 284 -19 -4.14% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 436 7 0.0% 0.0% 278 0 0.0% Q2 2026 Jul 21, 2026
ALBION FINANCIAL GROUP /UT History No change 422 7 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 22, 2026
Grove Bank & Trust History No change 414 7 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 07, 2026
CX Institutional History No change 394 7 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 01, 2026
Purpose Unlimited Inc. History Reduced 384 6 0.0% 0.0% 288 -147 -27.68% Q2 2026 Aug 13, 2026
Global Trust Asset Management, LLC History Reduced 345 6 0.0% 0.0% 286 -1 -0.29% Q2 2026 Aug 03, 2026
Parkside Financial Bank & Trust History No change 387 6 0.0% 0.0% 285 0 0.0% Q2 2026 Sep 04, 2026
Hara Capital LLC History No change 376 6 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 11, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Reduced 300 5 0.0% 0.01% 290 -689 -69.67% Q2 2026 Aug 04, 2026
LRI Investments, LLC History Added to 343 5 0.0% 0.0% 294 +147 75.0% Q2 2026 Jul 14, 2026
AMERIFLEX GROUP, INC. History Reduced 337 5 0.0% 0.0% 295 -112 -24.94% Q2 2026 Aug 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 332 5 0.0% 0.0% 289 -108 -24.55% Q2 2026 Aug 04, 2026
Physician Wealth Advisors, Inc. History Reduced 314 5 0.0% 0.0% 292 -9 -2.79% Q2 2026 Jul 20, 2026
Strategic Wealth Partners, Ltd. History No change 329 5 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 12, 2026
Avalon Trust Co History No change 300 5 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE TRUST CO NA History New 282 4 0.0% — 299 +282 New Q2 2026 Jul 28, 2026
ELEVATION WEALTH PARTNERS, LLC History New 275 4 0.0% — 300 +275 New Q2 2026 Jul 07, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 231 4 0.0% 0.0% 297 -26 -10.12% Q2 2026 Jul 14, 2026
MONTAG A & ASSOCIATES INC History No change 280 4 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 05, 2026
GHP Investment Advisors, Inc. History No change 279 4 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 17, 2026
MACQUARIE GROUP LTD History Reduced 198 3 0.0% 0.0% 309 -5,122 -96.28% Q2 2026 Aug 14, 2026
Hanson & Doremus Investment Management History Reduced 156 3 0.0% 0.0% 308 -1,502 -90.59% Q2 2026 Jul 29, 2026
Tacita Capital Inc History Reduced 200 3 0.0% 0.01% 314 -680 -77.27% Q2 2026 Aug 10, 2026
ASSETMARK, INC History Reduced 189 3 0.0% 0.0% 307 -386 -67.13% Q2 2026 Jul 30, 2026
FIFTH THIRD BANCORP History Reduced 184 3 0.0% 0.0% 301 -268 -59.29% Q2 2026 Aug 05, 2026
FLAGSHIP WEALTH ADVISORS, LLC History New 214 3 0.0% — 322 +214 New Q2 2026 Jul 27, 2026
Ameritas Advisory Services, LLC History New 208 3 0.0% — 321 +208 New Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History Reduced 225 3 0.0% 0.0% 302 -154 -40.63% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 189 3 0.0% 0.0% 304 +102 117.24% Q2 2026 Jul 02, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 188 3 0.0% 0.0% 306 -50 -21.01% Q2 2026 Jul 20, 2026
Ascentis Independent Advisors History Reduced 195 3 0.01% 0.0% 313 -45 -18.75% Q2 2026 Aug 04, 2026
LANARK FINANCIAL, INC. History Reduced 203 3 0.0% 0.0% 303 -43 -17.48% Q2 2026 Jul 21, 2026
Owl Creek Wealth Partners LLC History Reduced 191 3 0.0% 0.0% 320 -14 -6.83% Q2 2026 Jul 20, 2026
FIRST UNITED BANK & TRUST History No change 215 3 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 20, 2026
Sunbelt Securities, Inc. History No change 263 3 0.0% 0.0% 310 0 0.0% Q1 2026 May 15, 2026
Quaker Wealth Management, LLC History No change 195 3 0.0% 0.0% 311 0 0.0% Q2 2026 Jul 24, 2026
Prestige Wealth Management Group LLC History No change 190 3 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 14, 2026
Beaird Harris Wealth Management, LLC History No change 188 3 0.0% 0.0% 315 0 0.0% Q2 2026 Jul 08, 2026
Olistico Wealth, LLC History No change 200 3 0.0% 0.0% 316 0 0.0% Q2 2026 Jul 13, 2026
Park Place Capital Corp History No change 209 3 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 200 3 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 10, 2026
Fairscale Capital, LLC History No change 208 3 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Co / SC History Reduced 146 2 0.0% 0.0% 337 -1,000 -87.26% Q2 2026 Aug 11, 2026
Addison Advisors LLC History Reduced 134 2 0.0% 0.0% 335 -890 -86.91% Q2 2026 Aug 10, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 127 2 0.0% 0.0% 323 -243 -65.68% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History New 156 2 0.0% — 349 +156 New Q2 2026 Jul 28, 2026
LifeSteps Financial, Inc. History New 154 2 0.0% — 350 +154 New Q2 2026 Jul 17, 2026
First Bancorp, Inc /ME/ History New 146 2 0.0% — 348 +146 New Q2 2026 Aug 11, 2026
Evolution Advisers, Inc. History New 140 2 0.0% — 351 +140 New Q2 2026 Jul 31, 2026
CoreCap Advisors, LLC History Reduced 122 2 0.0% 0.0% 336 -81 -39.9% Q2 2026 Jul 06, 2026
FINANCIAL CONSULATE, INC History Reduced 126 2 0.0% 0.0% 331 -33 -20.75% Q2 2026 Jul 23, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 146 2 0.0% 0.0% 324 -26 -15.12% Q2 2026 Aug 05, 2026
ABOUND FINANCIAL, LLC History Reduced 136 2 0.0% 0.0% 340 -25 -15.53% Q2 2026 Aug 14, 2026
Hickory Point Bank & Trust History Reduced 116 2 0.0% 0.0% 341 -11 -8.66% Q2 2026 Jul 17, 2026
SHP Wealth Management History Reduced 146 2 0.0% 0.0% 334 -10 -6.41% Q2 2026 Aug 11, 2026
Hilton Head Capital Partners, LLC History Reduced 125 2 0.0% 0.0% 347 -10 -7.41% Q2 2026 Jul 27, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 163 2 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 07, 2026
COUNTRY TRUST BANK History No change 118 2 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 15, 2026
TD Capital Management LLC History No change 131 2 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 06, 2026
Financial Management Professionals, Inc. History No change 149 2 0.0% 0.0% 328 0 0.0% Q2 2026 Jul 09, 2026
Oakworth Capital, Inc. History No change 153 2 0.0% 0.0% 329 0 0.0% Q2 2026 Jul 22, 2026
MCF Advisors LLC History No change 120 2 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 12, 2026
Roble, Belko & Company, Inc History No change 106 2 0.0% 0.0% 332 0 0.0% Q2 2026 Jul 24, 2026
Golden State Wealth Management, LLC History No change 124 2 0.0% 0.0% 333 0 0.0% Q2 2026 Jul 22, 2026
LGT Financial Advisors LLC History No change 158 2 0.01% 0.01% 338 0 0.0% Q2 2026 Jul 24, 2026
Financial Perspectives, Inc History No change 126 2 0.0% 0.0% 339 0 0.0% Q2 2026 Jul 24, 2026
Murphy & Mullick Capital Management Corp History No change 137 2 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 14, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 162 2 0.0% 0.0% 343 0 0.0% Q2 2026 Jul 22, 2026
Aventura Private Wealth, LLC History No change 138 2 0.0% 0.0% 344 0 0.0% Q2 2026 Jul 15, 2026
Ares Financial Consulting, LLC History No change 118 2 0.0% 0.0% 345 0 0.0% Q2 2026 Jul 09, 2026
High Point Wealth Management, LLC History No change 120 2 0.0% 0.0% 346 0 0.0% Q2 2026 Jul 20, 2026
Rossby Financial, LCC History Reduced 106 1 0.0% 0.0% 384 -180 -62.94% Q2 2026 Aug 04, 2026
INVESTMENT COUNSEL CO OF NEVADA History New 107 1 0.0% — 392 +107 New Q2 2026 Aug 10, 2026
10Elms LLP History New 101 1 0.0% — 393 +101 New Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 96 1 0.0% 0.0% 355 -100 -51.02% Q2 2026 Aug 10, 2026
MCDONALD PARTNERS LLC History New 100 1 0.0% — 387 +100 New Q2 2026 Jul 28, 2026
Continuum Advisory, LLC History New 100 1 0.0% — 389 +100 New Q2 2026 Aug 06, 2026
Atlatl Advisers LLC History New 100 1 0.0% — 391 +100 New Q2 2026 Jul 22, 2026
Allied Private Wealth LLC History New 85 1 0.0% — 394 +85 New Q2 2026 Jul 09, 2026
Mascoma Wealth Management LLC History New 62 1 0.0% — 388 +62 New Q2 2026 Jul 24, 2026
Cape Investment Advisory, Inc. History New 60 1 0.0% — 390 +60 New Q2 2026 Jul 23, 2026
Boreal Capital Management LLC History Reduced 79 1 0.0% 0.0% 386 -47 -37.3% Q2 2026 Aug 13, 2026
Frazier Financial Advisors, LLC History Reduced 107 1 0.0% 0.0% 379 -36 -25.17% Q2 2026 Aug 10, 2026
American Capital Advisory, LLC History Added to 92 1 0.0% — 380 +31 50.82% Q2 2026 Jul 28, 2026
CENTRAL TRUST Co History Reduced 90 1 0.0% 0.0% 352 -12 -11.76% Q2 2026 Jul 31, 2026
Bell Investment Advisors, Inc History Reduced 81 1 0.0% 0.0% 373 -11 -11.96% Q2 2026 Aug 06, 2026
Asset Dedication, LLC History Added to 81 1 0.0% 0.0% 361 +2 2.53% Q2 2026 Jul 30, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 61 1 0.0% — 382 -2 -3.17% Q2 2026 Jul 15, 2026
SouthState Bank Corp History No change 96 1 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 06, 2026
BARRETT & COMPANY, INC. History No change 80 1 0.0% 0.0% 354 0 0.0% Q2 2026 Jul 24, 2026
ARVEST INVESTMENTS, INC. History No change 114 1 0.0% 0.0% 356 0 0.0% Q2 2026 Jul 17, 2026
WEBSTER BANK, N. A. History No change 80 1 0.0% 0.0% 357 0 0.0% Q2 2026 Jul 20, 2026
Bangor Savings Bank History No change 93 1 0.0% 0.0% 358 0 0.0% Q2 2026 Jul 06, 2026
Horrell Capital Management, Inc. History No change 49 1 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 90 1 0.0% 0.0% 360 0 0.0% Q2 2026 Jul 07, 2026
Trust Co History No change 82 1 0.0% 0.0% 362 0 0.0% Q2 2026 Jul 10, 2026
NVWM, LLC History No change 100 1 0.0% 0.0% 363 0 0.0% Q2 2026 Jul 28, 2026
McIlrath & Eck, LLC History No change 70 1 0.0% 0.0% 364 0 0.0% Q1 2026 May 19, 2026
Vermillion Wealth Management, Inc. History No change 94 1 0.0% 0.0% 365 0 0.0% Q2 2026 Jul 15, 2026
Kozak & Associates, Inc. History No change 57 1 0.0% — 366 0 0.0% Q2 2026 Jul 02, 2026
Core Alternative Capital History No change 80 1 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 14, 2026
PETERSON WEALTH MANAGEMENT History No change 111 1 0.0% 0.0% 368 0 0.0% Q2 2026 Jul 30, 2026
Citizens National Bank Trust Department History No change 71 1 0.0% 0.0% 369 0 0.0% Q2 2026 Jul 22, 2026
MTM Investment Management, LLC History No change 64 1 0.0% — 370 0 0.0% Q2 2026 Aug 03, 2026
SOA Wealth Advisors, LLC. History No change 86 1 0.0% 0.0% 371 0 0.0% Q2 2026 Jul 21, 2026
NFSG Corp History No change 110 1 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 109 1 0.0% 0.0% 374 0 0.0% Q2 2026 Jul 14, 2026
Red Tortoise LLC History No change 102 1 0.0% 0.0% 375 0 0.0% Q1 2026 Apr 21, 2026
City State Bank History No change 96 1 0.0% 0.0% 376 0 0.0% Q2 2026 Jul 14, 2026
Smallwood Wealth Investment Management, LLC History No change 60 1 0.0% — 377 0 0.0% Q2 2026 Jul 23, 2026
Lodestone Wealth Management LLC History No change 58 1 0.0% — 378 0 0.0% Q2 2026 Jul 23, 2026
Seneschal Advisors, LLC History No change 63 1 0.0% — 381 0 0.0% Q2 2026 Aug 13, 2026
Financial Life Planners History No change 99 1 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 21, 2026
Vision Retirement, LLC History No change 60 1 0.0% — 385 0 0.0% Q2 2026 Jul 21, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Closed out 0 0 — 0.09% — -2,388,829 -100.0% Q2 2026 Aug 13, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History Closed out 0 0 — 0.0% — -199,618 -100.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.02% — -161,237 -100.0% Q2 2026 Aug 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.0% — -82,991 -100.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Closed out 0 0 — 0.02% — -80,920 -100.0% Q2 2026 Aug 14, 2026
USS Investment Management Ltd History Closed out 0 0 — 0.0% — -79,526 -100.0% Q2 2026 Aug 11, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.02% — -78,005 -100.0% Q2 2026 Jul 13, 2026
Aquatic Capital Management LLC History Closed out 0 0 — 0.03% — -68,891 -100.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History Closed out 0 0 — 0.0% — -58,017 -100.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.02% — -54,123 -100.0% Q2 2026 Aug 11, 2026
Mediolanum International Funds Ltd History Reduced 2 0 — 0.01% — -45,846 -100.0% Q2 2026 Jul 23, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 — 0.0% — -42,993 -100.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 — 0.0% — -37,646 -100.0% Q2 2026 Jul 27, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.01% — -32,965 -100.0% Q2 2026 Aug 10, 2026
Modera Wealth Management, LLC History Closed out 0 0 — 0.0% — -27,647 -100.0% Q2 2026 Aug 03, 2026
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 — 0.0% — -23,571 -100.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 — 0.0% — -19,878 -100.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History Closed out 0 0 — 0.0% — -19,845 -100.0% Q2 2026 Aug 18, 2026
Pathstone Holdings, LLC History Closed out 0 0 — 0.0% — -17,009 -100.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History Closed out 0 0 — 0.0% — -15,345 -100.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History Closed out 0 0 — 0.0% — -14,520 -100.0% Q2 2026 Aug 11, 2026
GROUPAMA ASSET MANAGMENT History Closed out 0 0 — 0.0% — -13,898 -100.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Closed out 0 0 — 0.0% — -13,761 -100.0% Q2 2026 Jul 28, 2026
Squarepoint Ops LLC History Closed out 0 0 — 0.0% — -13,128 -100.0% Q2 2026 Aug 14, 2026
BONNESS ENTERPRISES INC History Closed out 0 0 — 0.07% — -12,844 -100.0% Q2 2026 Jul 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Closed out 0 0 — 0.0% — -12,539 -100.0% Q2 2026 Aug 19, 2026
ABN AMRO Bank N.V. History Closed out 0 0 — 0.0% — -11,771 -100.0% Q2 2026 Aug 06, 2026
M. Kulyk & Associates, LLC History Closed out 0 0 — 0.03% — -11,672 -100.0% Q2 2026 Aug 07, 2026
SYON CAPITAL LLC History Closed out 0 0 — 0.01% — -11,284 -100.0% Q2 2026 Aug 14, 2026
NorthCrest Asset Manangement, LLC History Closed out 0 0 — 0.0% — -10,646 -100.0% Q2 2026 Jul 15, 2026
Scientech Research LLC History Closed out 0 0 — 0.12% — -10,019 -100.0% Q2 2026 Aug 14, 2026
Cardinal Capital Management History Closed out 0 0 — 0.02% — -8,483 -100.0% Q2 2026 Jul 21, 2026
Banque Cantonale Vaudoise History Added to 9,846 0 — 0.0% — +7,313 288.71% Q2 2026 Jul 31, 2026
Westerkirk Capital Inc. History Closed out 0 0 — 0.01% — -5,640 -100.0% Q2 2026 Aug 10, 2026
Zurich Insurance Group Ltd/FI History Closed out 0 0 — 0.0% — -5,448 -100.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -5,352 -100.0% Q2 2026 Aug 12, 2026
MAI Capital Management History Closed out 0 0 — 0.0% — -5,204 -100.0% Q2 2026 Aug 14, 2026
Hurley Capital, LLC History Closed out 0 0 — 0.04% — -4,705 -100.0% Q2 2026 Aug 10, 2026
MOTCO History Closed out 0 0 — 0.0% — -1,731 -100.0% Q2 2026 Jul 31, 2026
UMB Bank, n.a. History Reduced 48 0 — 0.0% — -1,452 -96.8% Q2 2026 Aug 13, 2026
Corient IA LP History Closed out 0 0 — 0.02% — -1,192 -100.0% Q2 2026 Aug 12, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -997 -100.0% Q2 2026 Jul 20, 2026
Parvin Asset Management, LLC History Closed out 0 0 — 0.01% — -837 -100.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History Closed out 0 0 — 0.03% — -608 -100.0% Q2 2026 Aug 14, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -448 -100.0% Q2 2026 Jul 22, 2026
BROADWATER CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -398 -100.0% Q2 2026 Jul 24, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -329 -100.0% Q2 2026 Jul 29, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 — 0.0% — -283 -100.0% Q2 2026 Aug 10, 2026
Innovative Asset Advisors Group, LLC History Closed out 0 0 — 0.0% — -205 -100.0% Q2 2026 Aug 05, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -171 -100.0% Q2 2026 Aug 13, 2026
Destiny Wealth Partners, LLC History Closed out 0 0 — 0.0% — -164 -100.0% Q2 2026 Aug 07, 2026
Colonial Trust Advisors History Reduced 50 0 — 0.0% — -160 -76.19% Q2 2026 Aug 11, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Closed out 0 0 — 0.0% — -132 -100.0% Q2 2026 Jul 13, 2026
ATLAS CAPITAL ADVISORS INC. History Closed out 0 0 — 0.0% — -116 -100.0% Q2 2026 Aug 13, 2026
Global Wealth Strategies & Associates History Closed out 0 0 — 0.0% — -100 -100.0% Q2 2026 Jul 01, 2026
Whipplewood Advisors, LLC History Reduced 17 0 — 0.0% — -93 -84.55% Q2 2026 Jul 27, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 17 0 — 0.0% — -90 -84.11% Q2 2026 Sep 02, 2026
Towne Trust Company, N.A History Closed out 0 0 — 0.0% — -83 -100.0% Q2 2026 Jul 30, 2026
Financial Avengers, Inc. History Reduced 40 0 — 0.0% — -81 -66.94% Q2 2026 Aug 18, 2026
Roxbury Financial LLC History Closed out 0 0 — 0.0% — -72 -100.0% Q2 2026 Jul 01, 2026
United Community Bank History Closed out 0 0 — 0.0% — -70 -100.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 5 0 — 0.0% — -68 -93.15% Q2 2026 Aug 13, 2026
TRUST CO OF TOLEDO NA /OH/ History Closed out 0 0 — 0.0% — -67 -100.0% Q2 2026 Jul 16, 2026
Westside Investment Management, Inc. History Closed out 0 0 — — — -64 -100.0% Q2 2026 Jul 27, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Reduced 4 0 — — — -59 -93.65% Q2 2026 Jul 21, 2026
LOGAN CAPITAL MANAGEMENT INC History New 57 0 — — — +57 New Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History New 55 0 — — — +55 New Q2 2026 Aug 13, 2026
Hilltop National Bank History Reduced 5 0 — — — -44 -89.8% Q2 2026 Jul 01, 2026
Financial Gravity Companies, Inc. History New 41 0 — — — +41 New Q2 2026 Aug 05, 2026
Measured Wealth Private Client Group, LLC History Reduced 25 0 — — — -35 -58.33% Q2 2026 Aug 10, 2026
Legacy Wealth Managment, LLC/ID History Closed out 0 0 — — — -35 -100.0% Q2 2026 Aug 13, 2026
ADIRONDACK TRUST CO History Closed out 0 0 — — — -34 -100.0% Q2 2026 Jul 16, 2026
Plante Moran Financial Advisors, LLC History Added to 36 0 — — — +33 1100.0% Q2 2026 Aug 06, 2026
SRH ADVISORS, LLC History Reduced 20 0 — — — -33 -62.26% Q2 2026 Jul 24, 2026
SECURITY NATIONAL BANK OF SO DAK History New 32 0 — — — +32 New Q2 2026 Sep 18, 2026
BankPlus Trust Department History New 32 0 — — — +32 New Q2 2026 Jul 28, 2026
True Wealth Design, LLC History Reduced 11 0 — — — -31 -73.81% Q2 2026 Jul 16, 2026
Quent Capital, LLC History New 31 0 — — — +31 New Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History New 29 0 — — — +29 New Q2 2026 Aug 14, 2026
BALLAST ADVISORS LLC History Closed out 0 0 — — — -29 -100.0% Q2 2026 Aug 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 3 0 — — — -28 -90.32% Q2 2026 Jul 28, 2026
Abound Wealth Management History Closed out 0 0 — — — -28 -100.0% Q2 2026 Jul 10, 2026
Caitong International Asset Management Co., Ltd History New 27 0 — — — +27 New Q2 2026 Aug 04, 2026
Silver Grove Financial Group, Inc. History New 27 0 — — — +27 New Q2 2026 Aug 13, 2026
S&T BANK/PA History Reduced 26 0 — — — -26 -50.0% Q2 2026 Aug 12, 2026
TopTier Wealth Management, LLC History Closed out 0 0 — — — -26 -100.0% Q2 2026 Jul 14, 2026
Tripletail Wealth Management, LLC History Closed out 0 0 — — — -25 -100.0% Q2 2026 Aug 14, 2026
TFC Financial Management, Inc. History Closed out 0 0 — — — -23 -100.0% Q2 2026 Jul 23, 2026
Meramec Financial Planners, LLC History Closed out 0 0 — — — -23 -100.0% Q2 2026 Jul 28, 2026
Private Wealth Asset Management, LLC History Reduced 5 0 — — — -22 -81.48% Q2 2026 Aug 11, 2026
Buck Wealth Strategies, LLC History New 20 0 — — — +20 New Q2 2026 Jul 30, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History New 18 0 — — — +18 New Q2 2026 Aug 07, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 38 0 — — — +17 80.95% Q2 2026 Aug 04, 2026
Lloyd Advisory Services, LLC. History Closed out 0 0 — — — -16 -100.0% Q2 2026 Aug 07, 2026
Kingdom Financial Group LLC. History Closed out 0 0 — — — -16 -100.0% Q2 2026 Aug 07, 2026
GW&K Investment Management, LLC History New 14 0 — — — +14 New Q2 2026 Aug 12, 2026
Commonwealth Retirement Investments LLC History New 14 0 — — — +14 New Q2 2026 Aug 03, 2026
Axiom Investment Management LLC History New 13 0 — — — +13 New Q2 2026 Jul 30, 2026
Burk Holdings LLC History Reduced 3 0 — — — -12 -80.0% Q2 2026 Aug 12, 2026
Highland Investment Advisors LLC History New 12 0 — — — +12 New Q2 2026 Aug 13, 2026
Principia Wealth Advisory, LLC History Reduced 33 0 — — — -11 -25.0% Q2 2026 Aug 26, 2026
Jackson, Grant Investment Advisers, Inc. History New 11 0 — — — +11 New Q2 2026 Jul 31, 2026
Providence Capital Advisors, LLC History New 11 0 — — — +11 New Q2 2026 Aug 11, 2026
Minot DeBlois Advisors LLC History Closed out 0 0 — — — -10 -100.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History Reduced 2 0 — — — -8 -80.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History Reduced 17 0 — — — -7 -29.17% Q2 2026 Jul 23, 2026
First Command Advisory Services, Inc. History Reduced 9 0 — — — -7 -43.75% Q2 2026 Aug 10, 2026
Raleigh Capital Management Inc. History Closed out 0 0 — — — -7 -100.0% Q2 2026 Jul 21, 2026
Retirement Wealth Solutions LLC History Closed out 0 0 — — — -7 -100.0% Q2 2026 Jul 07, 2026
Nemes Rush Group LLC History Reduced 21 0 — — — -5 -19.23% Q2 2026 Aug 14, 2026
Monetary Solutions, Ltd History New 5 0 — — — +5 New Q2 2026 Jul 23, 2026
Signature Equity Partners, LLC History Closed out 0 0 — — — -5 -100.0% Q2 2026 Jul 30, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 4 0 — — — +4 New Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History Closed out 0 0 — — — -4 -100.0% Q2 2026 Jul 07, 2026
Strive Financial Group ,LLC History Reduced 35 0 — 0.0% — -3 -7.89% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History Reduced 3 0 — — — -3 -50.0% Q2 2026 Aug 28, 2026
Downshift Financial, LLC History New 3 0 — — — +3 New Q2 2026 Aug 12, 2026
BFSG, LLC History Closed out 0 0 — — — -3 -100.0% Q2 2026 Jul 20, 2026
Transamerica Financial Advisors, LLC History Added to 20 0 — — — +2 11.11% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History Reduced 30 0 — — — -1 -3.23% Q2 2026 Aug 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 19 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
NBT BANK, N.A. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
ATWOOD & PALMER INC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 52 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 22 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Indiana Trust & Investment Management Co History No change 12 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Darwin Wealth Management, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Bogart Wealth, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Triumph Capital Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Pflug Koory, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 20 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Financial Gravity Asset Management, Inc. History No change 41 0 — — — 0 0.0% Q1 2026 May 08, 2026
HHM Wealth Advisors, LLC History No change 32 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
WELLINGTON-ALTUS USA INC. History No change 19 0 — — — 0 0.0% Q2 2026 Sep 17, 2026
Nalls Sherbakoff Group, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
HOEY INVESTMENTS, INC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Key FInancial Inc History No change 30 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Archer Investment Corp History No change 30 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Planning Group LLC History No change 27 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
WOLFF WIESE MAGANA LLC History No change 57 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
GoalVest Advisory LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
DHJJ Financial Advisors, Ltd. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Robbins Farley History No change 2 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Piscataqua Savings Bank History No change 26 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Washington Trust Advisors, Inc. History No change 20 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Western Pacific Wealth Management, LP History No change 10 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Covestor Ltd History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Glass Jacobson Investment Advisors llc History No change 24 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
New England Capital Financial Advisors LLC History No change 36 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
UNION SAVINGS BANK History No change 25 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Strategic Advocates LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
CGC Financial Services, LLC History No change 35 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Bruce G. Allen Investments, LLC History No change 53 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Cetera Trust Company, N.A History No change 49 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 40 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Fairman Group, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
WealthCollab, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Quest 10 Wealth Builders, Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
YANKCOM Partnership History No change 20 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Comprehensive Financial Planning, Inc./PA History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
VSM Wealth Advisory, LLC History No change 50 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Rialto Wealth Management, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
WPG Advisers, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Harbor Asset Planning, Inc. History No change 26 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
MidFirst Bank History No change 8 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Holos Integrated Wealth LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Basepoint Wealth LLC History No change 24 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Godfrey Financial Associates, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Sunrise Financial Services, LLC History No change 40 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
NorthAvenue LLC History No change 20 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Medallion Wealth Advisors, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Paladin Partners, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 07, 2026