MODINE MANUFACTURING CO - MOD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 2,866,977 765,540 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,380,183 635,556 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,204,937 588,762 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
Capital Research Global Investors History No change 1,483,974 396,250 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 12, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY History No change 1,453,598 388,139 10.56% 10.56% 5 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 1,343,453 358,728 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 1,266,552 338,194 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 14, 2026
Artisan Partners Limited Partnership History No change 1,191,876 318,254 0.5% 0.5% 8 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,169,085 312,015 0.01% 0.01% 9 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,152,691 307,859 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 1,131,419 302,111 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 1,116,729 298,188 0.81% 0.81% 12 0 0.0% Q2 2026 Aug 12, 2026
T. Rowe Price Investment Management, Inc. History No change 1,115,215 297,785 0.2% 0.2% 13 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,053,778 281,379 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 961,169 256,651 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 944,797 252,280 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 820,626 221,659 0.07% 0.07% 17 0 0.0% Q2 2026 Aug 03, 2026
CITADEL ADVISORS LLC History No change 784,204 209,398 0.02% 0.02% 18 0 0.0% Q2 2026 Sep 02, 2026
MORGAN STANLEY History No change 776,527 207,348 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 767,849 205,031 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
REINHART PARTNERS, LLC. History Added to 980,220 183,497 4.46% 3.39% 21 +424,534 76.4% Q3 2026 Oct 09, 2026
Capital World Investors History No change 675,428 180,352 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 12, 2026
NORGES BANK History No change 587,047 156,753 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 581,073 155,158 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 539,766 144,129 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 767,031 143,580 0.03% 0.03% 26 +135,671 21.49% Q3 2026 Nov 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 639,778 138,646 0.05% 0.05% 27 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 515,354 137,609 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 497,004 132,709 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 489,969 130,831 1.17% 1.17% 30 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 463,924 123,873 0.05% 0.05% 31 0 0.0% Q2 2026 Aug 14, 2026
Blue Whale Capital LLP History No change 463,437 123,746 3.93% 3.93% 32 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 462,629 123,531 0.06% 0.06% 33 0 0.0% Q2 2026 Aug 14, 2026
Munro Partners History No change 443,360 118,385 2.61% 2.61% 34 0 0.0% Q2 2026 Aug 10, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 422,646 112,854 0.65% 0.65% 35 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 420,364 112,246 0.32% 0.32% 36 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 380,778 98,177 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 364,265 97,266 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 359,999 96,126 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 354,751 94,725 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 353,450 94,378 0.17% 0.17% 41 0 0.0% Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 343,868 91,819 0.86% 0.86% 42 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 340,376 90,887 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 13, 2026
Clearbridge Investments, LLC History No change 337,023 89,991 0.07% 0.07% 44 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 330,996 88,375 0.15% 0.15% 45 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 316,781 84,586 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 11, 2026
Portolan Capital Management, LLC History No change 313,683 83,759 3.14% 3.14% 47 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 312,203 83,364 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History Added to 441,705 82,687 0.08% 0.03% 49 +314,668 247.7% Q3 2026 Nov 03, 2026
NORTHERN TRUST CORP History No change 293,548 78,383 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 271,068 72,380 0.09% 0.09% 51 0 0.0% Q2 2026 Jul 29, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 265,247 70,826 0.11% 0.11% 52 0 0.0% Q2 2026 Aug 14, 2026
Granahan Investment Management, LLC History No change 263,572 70,378 2.51% 2.51% 53 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 245,065 65,437 0.21% 0.21% 54 0 0.0% Q2 2026 Aug 13, 2026
FengHe Fund Management Pte. Ltd. History Added to 334,300 62,580 3.03% 4.72% 55 +147,776 79.23% Q3 2026 Nov 02, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 321,006 60,092 0.03% 0.04% 56 +1,307 0.41% Q3 2026 Nov 02, 2026
CastleKnight Management LP History No change 214,856 57,370 0.78% 0.78% 57 0 0.0% Q2 2026 Aug 14, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 213,929 57,123 0.17% 0.17% 58 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History Reduced 301,285 57,006 0.09% 0.14% 59 -70,122 -18.88% Q3 2026 Nov 04, 2026
SEI INVESTMENTS CO History No change 207,765 55,478 0.05% 0.05% 60 0 0.0% Q2 2026 Aug 14, 2026
EMERALD ADVISERS, LLC History No change 202,754 54,139 1.27% 1.27% 61 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 193,619 51,700 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 192,740 51,465 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 06, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 197,947 50,741 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 187,587 50,089 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 06, 2026
Fiera Capital Corp History No change 186,592 49,823 0.18% 0.18% 66 0 0.0% Q2 2026 Aug 07, 2026
DekaBank Deutsche Girozentrale History New 271,030 49,794 0.06% — 67 +271,030 New Q3 2026 Oct 27, 2026
Nuveen, LLC History No change 184,018 49,136 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 11, 2026
Van Berkom & Associates Inc. History Added to 249,114 46,634 1.66% 1.88% 69 +30,126 13.76% Q3 2026 Nov 04, 2026
Qube Research & Technologies Ltd History No change 168,341 44,950 0.04% 0.04% 70 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 167,285 44,668 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 159,453 42,577 0.07% 0.07% 72 0 0.0% Q2 2026 Aug 13, 2026
Zimmer Partners, LP History No change 158,830 42,410 0.98% 0.98% 73 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 155,079 41,409 0.05% 0.05% 74 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 143,052 38,197 0.03% 0.03% 75 0 0.0% Q2 2026 Oct 27, 2026
GABELLI FUNDS LLC History No change 142,300 37,996 0.24% 0.24% 76 0 0.0% Q2 2026 Aug 12, 2026
FRED ALGER MANAGEMENT, LLC History No change 141,464 37,773 0.13% 0.13% 77 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 141,258 37,720 0.05% 0.05% 78 0 0.0% Q2 2026 Aug 12, 2026
LOOMIS SAYLES & CO L P History No change 140,604 37,544 0.05% 0.05% 79 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 136,155 36,356 0.09% 0.09% 80 0 0.0% Q2 2026 Aug 11, 2026
Empowered Funds, LLC History No change 132,490 35,377 0.19% 0.19% 81 0 0.0% Q2 2026 Aug 14, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 131,187 35,029 1.23% 1.23% 82 0 0.0% Q2 2026 Aug 05, 2026
SEGALL BRYANT & HAMILL, LLC History No change 127,347 34,004 0.4% 0.4% 83 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 122,745 32,775 0.03% 0.03% 84 0 0.0% Q2 2026 Aug 12, 2026
USS Investment Management Ltd History No change 122,440 32,692 0.12% 0.12% 85 0 0.0% Q2 2026 Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 121,906 32,551 0.21% 0.21% 86 0 0.0% Q2 2026 Aug 14, 2026
Charter Oak Advisors LP History No change 121,642 32,480 17.87% 17.87% 87 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 120,228 32,103 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 06, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History No change 119,400 31,882 2.18% 2.18% 89 0 0.0% Q2 2026 Aug 13, 2026
KTF INVESTMENTS, LLC History Added to 169,508 31,731 3.4% 4.47% 90 +3,859 2.33% Q3 2026 Oct 23, 2026
AMERICAN CENTURY COMPANIES INC History No change 112,432 30,021 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 12, 2026
Nicholas Investment Partners, LP History No change 111,261 29,708 1.67% 1.67% 92 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 108,070 28,857 0.1% 0.1% 93 0 0.0% Q2 2026 Aug 10, 2026
WESTWOOD HOLDINGS GROUP INC History No change 105,857 28,265 0.21% 0.21% 94 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 101,497 27,101 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 100,500 26,835 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 11, 2026
RBF Capital, LLC History No change 100,000 26,702 1.11% 1.11% 97 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 97,200 25,954 0.12% 0.12% 98 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 96,456 25,755 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
Pembroke Management, LTD History Added to 148,871 25,658 3.17% 6.03% 100 +4,972 3.46% Q3 2026 Oct 21, 2026
LPL Financial LLC History No change 95,914 25,610 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 07, 2026
ROYCE & ASSOCIATES LP History No change 94,815 25,317 0.2% 0.2% 102 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 90,887 24,268 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 06, 2026
GW&K Investment Management, LLC History No change 87,710 23,420 0.18% 0.18% 104 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 83,117 22,193 0.01% 0.01% 105 0 0.0% Q2 2026 Sep 23, 2026
ROYAL BANK OF CANADA History No change 77,471 20,686 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC History No change 76,603 20,454 2.75% 2.75% 107 0 0.0% Q2 2026 Aug 14, 2026
Waratah Capital Advisors Ltd. History No change 75,084 20,048 0.68% 0.68% 108 0 0.0% Q2 2026 Aug 11, 2026
CenterBook Partners LP History Added to 106,992 20,028 0.92% 0.06% 109 +102,191 2128.54% Q3 2026 Nov 02, 2026
BNP Paribas Asset Management Holding S.A. History No change 74,518 19,897 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 12, 2026
TD ASSET MANAGEMENT INC History No change 74,076 19,779 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 04, 2026
Front Street Capital Management, Inc. History No change 71,492 19,089 2.17% 2.17% 112 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 70,926 18,938 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 14, 2026
Telemark Asset Management, LLC History No change 70,000 18,691 1.35% 1.35% 114 0 0.0% Q2 2026 Aug 10, 2026
Intrinsic Edge Capital Management LLC History No change 70,000 18,691 1.93% 1.93% 115 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 68,965 18,415 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 07, 2026
Ranger Investment Management, L.P. History No change 67,226 17,950 1.14% 1.14% 117 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 66,972 17,882 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 64,544 17,234 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 64,400 17,196 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 62,590 16,712 0.2% 0.2% 121 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 62,032 16,563 0.1% 0.1% 122 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 61,478 16,415 0.13% 0.13% 123 0 0.0% Q2 2026 Aug 13, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 61,231 16,349 0.53% 0.53% 124 0 0.0% Q2 2026 Jul 17, 2026
Rockefeller Capital Management L.P. History No change 61,064 16,305 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 60,851 16,248 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 59,213 15,811 0.18% 0.18% 127 0 0.0% Q2 2026 Jul 29, 2026
Bridgewater Associates, LP History No change 58,526 15,627 0.06% 0.06% 128 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 58,186 15,536 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 24, 2026
RHUMBLINE ADVISERS History No change 55,579 14,840 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History No change 55,555 14,834 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 11, 2026
Ensign Peak Advisors, Inc History No change 52,859 14,114 0.02% 0.02% 132 0 0.0% Q2 2026 Aug 14, 2026
Aventail Capital Group, LP History No change 52,021 13,890 0.8% 0.8% 133 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 48,064 12,834 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 13, 2026
Catalyst Funds Management Pty Ltd History No change 47,475 12,676 0.71% 0.71% 135 0 0.0% Q2 2026 Aug 10, 2026
Hudson Bay Capital Management LP History No change 47,424 12,663 0.03% 0.03% 136 0 0.0% Q2 2026 Aug 14, 2026
TimesSquare Capital Management, LLC History Added to 65,663 12,292 0.2% 0.24% 137 +4,630 7.59% Q3 2026 Nov 03, 2026
NOMURA HOLDINGS INC History No change 46,000 12,282 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 14, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 45,713 12,206 0.17% 0.17% 139 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 45,065 12,033 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
ARDSLEY ADVISORY PARTNERS LP History No change 45,000 12,015 1.25% 1.25% 141 0 0.0% Q2 2026 Jul 13, 2026
B. Metzler seel. Sohn & Co. AG History Added to 64,001 11,980 0.1% 0.14% 142 +2,615 4.26% Q3 2026 Oct 30, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 44,508 11,884 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 10, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 44,062 11,765 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 07, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History No change 42,990 11,479 0.12% 0.12% 145 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 42,462 11,338 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 05, 2026
AustralianSuper Pty Ltd History No change 42,458 11,337 0.05% 0.05% 147 0 0.0% Q2 2026 Aug 12, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 42,179 11,262 0.46% 0.46% 148 0 0.0% Q2 2026 Aug 05, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History No change 41,326 11,034 1.36% 1.36% 149 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 41,029 10,955 0.02% 0.02% 150 0 0.0% Q2 2026 Aug 14, 2026
NEXT CENTURY GROWTH INVESTORS LLC History No change 40,689 10,864 0.58% 0.58% 151 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 40,427 10,794 0.52% 0.52% 152 0 0.0% Q2 2026 Aug 11, 2026
VAN ECK ASSOCIATES CORP History No change 39,910 10,656 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 14, 2026
KR Capital LP History No change 39,672 10,593 1.05% 1.05% 154 0 0.0% Q2 2026 Aug 14, 2026
SIR Capital Management, L.P. History No change 39,144 10,452 1.2% 1.2% 155 0 0.0% Q2 2026 Aug 14, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 38,000 10,146 0.31% 0.31% 156 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 36,259 9,681 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
MIROVA History No change 35,804 9,560 0.35% 0.35% 158 0 0.0% Q2 2026 Aug 13, 2026
KEYSTONE INVESTORS PTE LTD History No change 35,054 9,360 0.5% 0.5% 159 0 0.0% Q2 2026 Aug 14, 2026
Informed Momentum Co LLC History No change 34,702 9,266 0.83% 0.83% 160 0 0.0% Q2 2026 Aug 13, 2026
Verition Fund Management LLC History No change 34,634 9,247 0.05% 0.05% 161 0 0.0% Q2 2026 Aug 14, 2026
Swedbank AB History Reduced 49,010 9,174 0.01% 0.01% 162 -4,990 -9.24% Q3 2026 Oct 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 34,105 9,106 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 17, 2026
RENAISSANCE GROUP LLC History No change 33,888 9,048 0.37% 0.37% 164 0 0.0% Q2 2026 Aug 13, 2026
Legato Capital Management LLC History No change 33,630 8,979 0.74% 0.74% 165 0 0.0% Q2 2026 Aug 06, 2026
Robinhood Asset Management, LLC History No change 33,135 8,847 0.47% 0.47% 166 0 0.0% Q2 2026 Aug 11, 2026
Emerald Investment Advisers, LLC History No change 33,034 8,820 0.59% 0.59% 167 0 0.0% Q2 2026 Aug 12, 2026
AGF MANAGEMENT LTD History Reduced 46,814 8,763 0.04% 0.08% 168 -31,567 -40.27% Q3 2026 Nov 03, 2026
DEUTSCHE BANK AG\ History No change 32,519 8,683 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 07, 2026
Polymer Capital Management (HK) LTD History No change 32,442 8,662 0.44% 0.44% 170 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History Added to 46,154 8,640 0.05% 0.07% 171 +1,794 4.04% Q3 2026 Oct 27, 2026
WISCONSIN CAPITAL MANAGEMENT LLC History No change 32,052 8,558 4.06% 4.06% 172 0 0.0% Q2 2026 Jul 27, 2026
Impax Asset Management Group plc History No change 32,000 8,544 0.06% 0.06% 173 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 31,155 8,319 0.11% 0.11% 174 0 0.0% Q2 2026 Aug 14, 2026
G2 Investment Partners Management LLC History No change 31,000 8,277 1.51% 1.51% 175 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 30,508 8,146 0.06% 0.06% 176 0 0.0% Q2 2026 Aug 14, 2026
Pier Capital, LLC History No change 30,368 8,108 1.07% 1.07% 177 0 0.0% Q2 2026 Aug 05, 2026
TUDOR INVESTMENT CORP ET AL History No change 30,042 8,021 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 42,272 7,913 0.0% 0.0% 179 +24,397 136.49% Q3 2026 Nov 04, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 29,335 7,833 0.07% 0.07% 180 0 0.0% Q2 2026 Aug 04, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 41,114 7,696 0.08% 0.11% 181 -547 -1.31% Q3 2026 Oct 23, 2026
CASTLEARK MANAGEMENT LLC History No change 27,970 7,468 0.2% 0.2% 182 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 27,919 7,454 0.03% 0.03% 183 0 0.0% Q2 2026 Aug 13, 2026
Weiss Asset Management LP History No change 27,840 7,433 0.08% 0.08% 184 0 0.0% Q2 2026 Aug 14, 2026
Bridge City Capital, LLC History Added to 39,036 7,307 1.52% 2.08% 185 +4,833 14.13% Q3 2026 Oct 29, 2026
Champlain Investment Partners, LLC History No change 26,945 7,194 0.18% 0.18% 186 0 0.0% Q2 2026 Aug 12, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 37,783 7,072 0.89% 1.14% 187 +5,503 17.05% Q3 2026 Nov 02, 2026
PEAK6 LLC History No change 26,434 7,058 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 12, 2026
NICHOLAS COMPANY, INC. History No change 26,275 7,015 0.13% 0.13% 189 0 0.0% Q2 2026 Aug 05, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History Added to 35,368 6,620 0.5% 0.64% 190 +3,095 9.59% Q3 2026 Oct 22, 2026
HITE Hedge Asset Management LLC History No change 24,077 6,429 0.35% 0.35% 191 0 0.0% Q2 2026 Aug 14, 2026
Lisanti Capital Growth, LLC History No change 23,975 6,401 1.41% 1.41% 192 0 0.0% Q2 2026 Aug 10, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 33,994 6,363 0.04% 0.04% 193 +12,156 55.66% Q3 2026 Oct 28, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 23,824 6,361 0.11% 0.11% 194 0 0.0% Q2 2026 Aug 14, 2026
Silvant Capital Management LLC History No change 23,680 6,323 0.18% 0.18% 195 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 23,507 6,276 0.05% 0.05% 196 0 0.0% Q2 2026 Jul 23, 2026
Covalis Capital LLP History No change 23,391 6,245 0.35% 0.35% 197 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 23,175 6,188 0.08% 0.08% 198 0 0.0% Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 32,774 6,135 0.42% 0.53% 199 +3,536 12.09% Q3 2026 Oct 22, 2026
OPPENHEIMER & CO INC History Reduced 32,465 6,077 0.06% 0.1% 200 -2,824 -8.0% Q3 2026 Oct 26, 2026
Parallax Volatility Advisers, L.P. History No change 22,700 6,061 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Added to 32,319 6,050 0.0% 0.0% 202 +8,251 34.28% Q3 2026 Nov 04, 2026
Vanguard Global Advisers, LLC History No change 22,189 5,924 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 22,175 5,921 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 12, 2026
Treasurer of the State of North Carolina History No change 22,140 5,912 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History Added to 30,636 5,735 0.17% 0.23% 206 +1,091 3.69% Q3 2026 Oct 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 21,160 5,650 0.36% 0.36% 207 0 0.0% Q2 2026 Aug 14, 2026
De Lisle Partners LLP History No change 21,000 5,606 0.61% 0.61% 208 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 20,917 5,585 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 20,913 5,584 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 14, 2026
TWINBEECH CAPITAL LP History No change 20,649 5,513 1.0% 1.0% 211 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 20,601 5,500 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Reduced 28,994 5,427 0.0% 0.01% 213 -15,148 -34.32% Q3 2026 Nov 02, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 20,177 5,387 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 11, 2026
Entropy Technologies, LP History No change 19,946 5,325 0.21% 0.21% 215 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 20,711 5,301 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 19,651 5,247 0.02% 0.02% 217 0 0.0% Q2 2026 Jul 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 18,928 5,054 0.02% 0.02% 218 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 18,888 5,043 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
HOMESTEAD ADVISERS CORP History No change 18,700 4,993 0.12% 0.12% 220 0 0.0% Q2 2026 Aug 13, 2026
Sone Capital Management, LLC History No change 18,301 4,886 0.37% 0.37% 221 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 17,177 4,586 0.1% 0.1% 222 0 0.0% Q2 2026 Aug 14, 2026
DUTCH ASSET Corp History Added to 24,356 4,559 2.12% 2.64% 223 +4,516 22.76% Q3 2026 Oct 20, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 16,769 4,477 0.0% 0.0% 224 0 0.0% Q2 2026 Sep 09, 2026
TEMA ETFS LLC History Reduced 23,707 4,437 0.16% 0.98% 225 -89,972 -79.15% Q3 2026 Oct 16, 2026
Game Creek Capital, LP History No change 16,500 4,405 1.55% 1.55% 226 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 16,400 4,379 0.01% 0.01% 227 0 0.0% Q2 2026 Jul 10, 2026
Oak Thistle LLC History New 23,300 4,361 0.4% — 228 +23,300 New Q3 2026 Oct 21, 2026
Jain Global LLC History No change 16,271 4,344 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 16,246 4,338 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 04, 2026
Candelo Capital Management LP History No change 16,100 4,299 2.65% 2.65% 231 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 15,370 4,104 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 14, 2026
Eurizon Capital SGR S.p.A. History No change 15,357 4,093 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 29, 2026
EFG International AG History No change 15,023 4,010 0.07% 0.07% 234 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 15,000 4,005 0.25% 0.25% 235 0 0.0% Q2 2026 Aug 07, 2026
ExodusPoint Capital Management, LP History No change 14,759 3,940 0.03% 0.03% 236 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 14,300 3,818 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 14, 2026
Main Management ETF Advisors, LLC History No change 13,820 3,690 0.11% 0.11% 238 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 13,550 3,618 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 05, 2026
FORMULA GROWTH LTD History No change 13,540 3,615 1.27% 1.27% 240 0 0.0% Q2 2026 Aug 17, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 13,473 3,597 0.44% 0.44% 241 0 0.0% Q2 2026 Aug 05, 2026
Union Bancaire Privee, UBP SA History Reduced 22,050 3,554 0.03% 0.06% 242 -3,516 -13.75% Q3 2026 Nov 04, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 13,133 3,506 0.04% 0.04% 243 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 18,623 3,486 0.04% 0.03% 244 +6,819 57.77% Q3 2026 Oct 27, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 20,080 3,460 0.01% 0.01% 245 +860 4.47% Q3 2026 Oct 28, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 18,416 3,447 0.07% 0.18% 246 -13,615 -42.51% Q3 2026 Nov 03, 2026
KLP KAPITALFORVALTNING AS History No change 12,900 3,444 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 12, 2026
Panoramic Capital, LLC History No change 12,866 3,435 1.48% 1.48% 248 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 12,707 3,393 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 13, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 17,887 3,388 0.44% 0.47% 250 +5,986 50.3% Q3 2026 Oct 20, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 12,576 3,358 0.05% 0.05% 251 0 0.0% Q2 2026 Aug 11, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 12,171 3,249 0.04% 0.04% 252 0 0.0% Q2 2026 Aug 10, 2026
OAK RIDGE INVESTMENTS LLC History Added to 17,273 3,233 0.19% 0.25% 253 +457 2.72% Q3 2026 Oct 30, 2026
Raiffeisen Bank International AG History Added to 17,522 3,219 0.04% 0.01% 254 +13,522 338.05% Q3 2026 Oct 28, 2026
NATIXIS ADVISORS, LLC History No change 12,048 3,217 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
Truvestments Capital LLC History No change 11,916 3,181 0.47% 0.47% 256 0 0.0% Q2 2026 Aug 12, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History No change 11,688 3,120 0.19% 0.19% 257 0 0.0% Q2 2026 Aug 13, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 11,406 3,045 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 12, 2026
Bullseye Asset Management LLC History No change 11,090 2,962 1.51% 1.51% 259 0 0.0% Q2 2026 Aug 12, 2026
Callan Family Office, LLC History No change 10,937 2,920 0.06% 0.06% 260 0 0.0% Q2 2026 Aug 11, 2026
Perigon Wealth Management, LLC History Added to 15,256 2,855 0.04% 0.06% 261 +2,096 15.93% Q3 2026 Oct 22, 2026
CREDIT AGRICOLE S A History No change 10,566 2,821 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 10,281 2,745 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 10,238 2,733 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 10,086 2,693 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 14,204 2,658 0.01% 0.02% 266 +381 2.76% Q3 2026 Nov 03, 2026
Ameritas Advisory Services, LLC History No change 9,817 2,621 0.05% 0.05% 267 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 9,575 2,556 0.05% 0.05% 268 0 0.0% Q2 2026 Aug 06, 2026
Walleye Trading LLC History No change 9,400 2,509 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 03, 2026
BROWN ADVISORY INC History No change 9,151 2,443 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 9,121 2,435 0.02% 0.02% 271 0 0.0% Q2 2026 Aug 14, 2026
Welch Group, LLC History No change 13,000 2,433 0.08% 0.12% 272 0 0.0% Q3 2026 Oct 29, 2026
Tower Research Capital LLC (TRC) History No change 8,945 2,388 0.06% 0.06% 273 0 0.0% Q2 2026 Aug 11, 2026
Grandeur Peak Global Advisors, LLC History No change 8,906 2,378 0.55% 0.55% 274 0 0.0% Q2 2026 Aug 17, 2026
Orion Porfolio Solutions, LLC History No change 8,831 2,357 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 14, 2026
Blackstone Inc. History No change 8,830 2,357 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 14, 2026
Dana Investment Advisors, Inc. History No change 8,395 2,241 0.06% 0.06% 277 0 0.0% Q2 2026 Aug 13, 2026
Groupe la Francaise History No change 8,342 2,229 0.03% 0.03% 278 0 0.0% Q2 2026 Aug 25, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 8,332 2,224 0.03% 0.03% 279 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 11,660 2,120 0.0% 0.0% 280 -132 -1.12% Q3 2026 Oct 13, 2026
Knights of Columbus Asset Advisors LLC History No change 7,942 2,120 0.11% 0.11% 281 0 0.0% Q2 2026 Jul 31, 2026
1832 Asset Management L.P. History No change 7,900 2,109 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 13, 2026
ABN AMRO INVESTMENT SOLUTIONS History New 10,917 2,043 0.02% — 283 +10,917 New Q3 2026 Oct 21, 2026
Legend Financial Advisors, Inc. History No change 7,577 2,023 1.15% 1.15% 284 0 0.0% Q2 2026 Jul 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 7,547 2,015 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 19, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 7,539 2,013 0.76% 0.76% 286 0 0.0% Q2 2026 Aug 05, 2026
Havemeyer Place LP History No change 7,440 1,986 0.2% 0.2% 287 0 0.0% Q2 2026 Aug 13, 2026
TEALWOOD ASSET MANAGEMENT INC History Reduced 10,558 1,976 0.79% 1.11% 288 -278 -2.57% Q3 2026 Oct 13, 2026
MML INVESTORS SERVICES, LLC History No change 7,388 1,972 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 7,316 1,953 0.03% 0.03% 290 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 7,282 1,944 0.02% 0.02% 291 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 7,207 1,924 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 12, 2026
Register Financial Advisors LLC History Added to 10,200 1,909 0.6% 0.61% 293 +2,700 36.0% Q3 2026 Oct 23, 2026
Savant Capital, LLC History No change 7,660 1,850 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 10, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 6,879 1,835 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 6,805 1,817 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Personalized Indexing Management, LLC History No change 6,709 1,791 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 11, 2026
CIM, LLC History No change 6,676 1,782 0.23% 0.23% 298 0 0.0% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History No change 6,626 1,769 0.03% 0.03% 299 0 0.0% Q2 2026 Aug 12, 2026
ALLSTATE CORP History No change 6,397 1,708 0.02% 0.02% 300 0 0.0% Q2 2026 Aug 13, 2026
Expect Equity LLC History No change 6,361 1,698 1.09% 1.09% 301 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 6,202 1,656 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 6,124 1,635 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 6,102 1,621 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 14, 2026
Penn Capital Management Company, LLC History Added to 8,501 1,607 0.12% 0.11% 305 +2,297 37.02% Q3 2026 Nov 04, 2026
US BANCORP \DE\ History No change 6,012 1,605 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 12, 2026
XPONANCE LLC History Reduced 8,521 1,595 0.01% 0.01% 307 -73 -0.85% Q3 2026 Nov 03, 2026
SIG BROKERAGE, LP History No change 5,886 1,571 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 5,711 1,524 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 04, 2026
Aquatic Capital Management LLC History No change 5,680 1,516 0.05% 0.05% 310 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 5,645 1,504 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 5,565 1,485 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 14, 2026
Aster Capital Management (DIFC) Ltd History No change 5,554 1,483 0.32% 0.32% 313 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 5,509 1,471 0.02% 0.02% 314 0 0.0% Q2 2026 Jul 29, 2026
Sanctuary Advisors, LLC History No change 5,375 1,435 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 13, 2026
O'Neil Global Advisors, Inc. History No change 5,307 1,417 0.32% 0.32% 316 0 0.0% Q2 2026 Aug 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 7,300 1,366 0.01% 0.01% 317 +500 7.35% Q3 2026 Oct 28, 2026
LMR Partners LLP History No change 5,078 1,355 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 14, 2026
INTRUST BANK NA History No change 5,011 1,338 0.1% 0.1% 319 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 4,998 1,335 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 14, 2026
Cruiser Capital Advisors, LLC History No change 5,000 1,335 0.82% 0.82% 321 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 4,985 1,331 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 4,847 1,294 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 13, 2026
ARGENT CAPITAL MANAGEMENT LLC History Added to 6,712 1,256 0.04% 0.06% 324 +159 2.43% Q3 2026 Oct 05, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 4,702 1,255 0.1% 0.1% 325 0 0.0% Q2 2026 Aug 05, 2026
Diametric Capital, LP History No change 4,669 1,246 0.13% 0.13% 326 0 0.0% Q2 2026 Aug 14, 2026
LECAP ASSET MANAGEMENT LTD History New 6,563 1,228 0.59% — 327 +6,563 New Q3 2026 Oct 27, 2026
F/m Investments LLC History No change 4,603 1,227 0.06% 0.06% 328 0 0.0% Q2 2026 Aug 05, 2026
Lighthouse Investment Partners, LLC History No change 4,533 1,210 0.03% 0.03% 329 0 0.0% Q2 2026 Aug 14, 2026
Bay Rivers Group History No change 4,378 1,169 0.4% 0.4% 330 0 0.0% Q2 2026 Jul 09, 2026
FNY Investment Advisers, LLC History New 6,000 1,123 0.28% — 331 +6,000 New Q3 2026 Oct 16, 2026
CIBC Bancorp USA Inc. History No change 4,167 1,106 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 13, 2026
Aristides Capital LLC History No change 4,136 1,104 0.21% 0.21% 333 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 4,027 1,075 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 13, 2026
Jefferies Financial Group Inc. History No change 4,006 1,069 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 17, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 5,697 1,066 0.09% 0.49% 336 -16,404 -74.22% Q3 2026 Oct 06, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 5,483 1,026 0.01% 1.03% 337 -623,785 -99.13% Q3 2026 Oct 06, 2026
TRUIST FINANCIAL CORP History Reduced 5,435 1,017 0.0% 0.0% 338 -1,406 -20.55% Q3 2026 Oct 30, 2026
CAPTRUST FINANCIAL ADVISORS History No change 3,739 998 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 13, 2026
MRA Advisory Group History Added to 5,304 992 0.37% 0.42% 340 +982 22.72% Q3 2026 Oct 07, 2026
OP Asset Management Ltd History No change 3,674 981 0.01% 0.01% 341 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 3,554 949 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 27, 2026
Dynamic Technology Lab Private Ltd History No change 3,511 938 0.21% 0.21% 343 0 0.0% Q2 2026 Aug 13, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 5,000 936 0.08% 0.12% 344 0 0.0% Q3 2026 Oct 30, 2026
Inspire Investing, LLC History Reduced 4,947 926 0.04% 0.14% 345 -7,819 -61.25% Q3 2026 Oct 22, 2026
Stratos Wealth Partners, LTD. History No change 3,399 907 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 3,382 903 0.01% 0.01% 347 0 0.0% Q2 2026 Jul 20, 2026
Cambridge Investment Research Advisors, Inc. History Added to 4,815 901 0.0% 0.0% 348 +366 8.23% Q3 2026 Nov 02, 2026
Advisory Services Network, LLC History No change 3,316 885 0.01% 0.01% 349 0 0.0% Q2 2026 Aug 12, 2026
JENNISON ASSOCIATES LLC History No change 3,258 869 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 03, 2026
Illinois Municipal Retirement Fund History No change 3,202 854 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 12, 2026
Ethic Inc. History Added to 4,487 839 0.01% 0.01% 352 +1,619 56.45% Q3 2026 Nov 03, 2026
Vident Advisory, LLC History No change 3,093 825 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 4,403 824 0.0% 0.02% 354 -11,640 -72.56% Q3 2026 Oct 28, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 3,038 811 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 3,025 807 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 06, 2026
Walleye Capital LLC History No change 2,985 797 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 03, 2026
Yorktown Management & Research Co Inc History No change 4,150 776 0.52% 0.68% 358 0 0.0% Q3 2026 Oct 28, 2026
MetLife Investment Management, LLC History No change 2,889 771 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 13, 2026
Fieldview Capital Management, LLC History No change 2,868 765 0.22% 0.22% 360 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 2,801 747 0.01% 0.01% 361 0 0.0% Q2 2026 Jul 30, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 2,791 745 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 10, 2026
WESPAC Advisors, LLC History Added to 3,929 735 0.37% 0.31% 364 +1,542 64.6% Q3 2026 Oct 26, 2026
LANARK FINANCIAL, INC. History Reduced 3,929 735 0.05% 0.09% 363 -791 -16.76% Q3 2026 Oct 26, 2026
Utah Retirement Systems History No change 2,712 724 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 2,684 716 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 05, 2026
Snowden Capital Advisors LLC History No change 2,681 715 0.02% 0.02% 367 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History Reduced 3,760 704 0.0% 0.01% 368 -19 -0.5% Q3 2026 Oct 23, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 2,638 704 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 14, 2026
Blueshift Asset Management, LLC History No change 2,599 693 0.16% 0.16% 370 0 0.0% Q2 2026 Aug 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 3,666 685 0.0% 0.0% 371 -1,270 -25.73% Q3 2026 Oct 29, 2026
PFG Investments, LLC History No change 2,521 673 0.03% 0.03% 372 0 0.0% Q2 2026 Jul 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,473 660 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 06, 2026
Wealth Enhancement Trust Services, Inc. History Added to 3,425 641 0.07% 0.09% 374 +325 10.48% Q3 2026 Oct 07, 2026
Diversified Trust Co History No change 2,382 636 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 17, 2026
Vestcor Inc History No change 2,354 629 0.02% 0.02% 376 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History No change 3,350 627 0.01% 0.02% 377 0 0.0% Q3 2026 Oct 13, 2026
DnB Asset Management AS History No change 2,340 624 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 11, 2026
PINEBRIDGE INVESTMENTS LLC History No change 2,324 620 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 13, 2026
Systematic Alpha Investments, LLC History No change 2,300 614 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 13, 2026
Significant Wealth Partners LLC History No change 2,291 611 0.66% 0.66% 381 0 0.0% Q2 2026 Jul 14, 2026
Ashton Thomas Private Wealth, LLC History Reduced 3,256 609 0.01% 0.02% 382 -576 -15.03% Q3 2026 Nov 02, 2026
Swiss Life Asset Management Ltd History Added to 3,195 598 0.0% 0.0% 383 +43 1.36% Q3 2026 Nov 03, 2026
ASSETMARK, INC History Reduced 3,118 583 0.0% 0.0% 385 -6,817 -68.62% Q3 2026 Oct 21, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 3,119 583 0.06% 0.08% 384 0 0.0% Q3 2026 Oct 22, 2026
Keebeck Wealth Management History No change 2,099 560 0.05% 0.05% 386 0 0.0% Q2 2026 Aug 11, 2026
State of Wyoming History Added to 2,988 559 0.04% 0.07% 387 +485 19.38% Q3 2026 Oct 28, 2026
Williams & Novak Wealth Management, LLC History Reduced 2,983 558 0.33% 0.53% 388 -1 -0.03% Q3 2026 Oct 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 2,978 557 0.01% 0.01% 389 0 0.0% Q3 2026 Oct 30, 2026
GUGGENHEIM CAPITAL LLC History No change 2,082 555 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History Reduced 2,948 551 0.02% 0.03% 391 -371 -11.18% Q3 2026 Oct 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 2,916 545 0.0% 0.0% 392 +54 1.89% Q3 2026 Nov 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,004 535 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 12, 2026
Independent Family Office, LLC History No change 2,000 534 0.21% 0.21% 394 0 0.0% Q2 2026 Aug 11, 2026
Teton Advisors, LLC History No change 2,000 534 0.31% 0.31% 395 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History Reduced 2,824 528 0.01% 0.01% 396 -1,589 -36.01% Q3 2026 Oct 15, 2026
AdvisorShares Investments LLC History No change 1,972 526 0.06% 0.06% 397 0 0.0% Q2 2026 Aug 11, 2026
Numerai GP LLC History No change 1,961 523 0.04% 0.04% 398 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,947 519 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 07, 2026
Equitable Holdings, Inc. History No change 1,936 516 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 17, 2026
Simplicity Wealth,LLC History Added to 2,698 505 0.01% 0.01% 402 +1,415 110.29% Q3 2026 Oct 23, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 1,894 505 0.14% 0.14% 401 0 0.0% Q2 2026 Aug 14, 2026
CIM INVESTMENT MANAGEMENT INC History No change 1,853 494 0.12% 0.12% 403 0 0.0% Q2 2026 Sep 29, 2026
HARBOUR INVESTMENTS, INC. History No change 1,785 476 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 12, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History No change 1,786 476 0.1% 0.1% 405 0 0.0% Q2 2026 Aug 06, 2026
Nykredit A/S History No change 1,775 473 0.0% 0.0% 406 0 0.0% Q2 2026 Sep 08, 2026
HUB Investment Partners, LLC History New 2,510 469 0.01% — 407 +2,510 New Q3 2026 Nov 03, 2026
Vise Technologies, Inc. History Reduced 2,491 466 0.0% 0.01% 408 -1,052 -29.69% Q3 2026 Oct 28, 2026
Total Clarity Wealth Management, Inc. History New 2,482 464 0.09% — 409 +2,482 New Q3 2026 Oct 26, 2026
Severin Investments, LLC History No change 1,720 459 0.35% 0.35% 410 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Reduced 2,449 458 0.0% 0.01% 411 -36 -1.45% Q3 2026 Oct 08, 2026
Eurizon SLJ Capital Ltd History No change 1,711 456 0.17% 0.17% 412 0 0.0% Q2 2026 Aug 03, 2026
AE Wealth Management LLC History No change 1,706 455 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 03, 2026
Koshinski Asset Management, Inc. History Reduced 2,385 446 0.02% 0.04% 414 -123 -4.9% Q3 2026 Oct 29, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 1,661 443 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Asset Management, LLC History New 2,327 435 0.1% — 416 +2,327 New Q3 2026 Oct 08, 2026
CIBC Asset Management Inc History No change 1,616 431 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 03, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,595 425 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 1,566 418 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 06, 2026
Phoenix Financial Ltd. History No change 1,539 410 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 11, 2026
BCS Private Wealth Management, Inc. History No change 1,530 408 0.12% 0.12% 421 0 0.0% Q2 2026 Jul 31, 2026
SteelPeak Wealth, LLC History Added to 2,151 402 0.01% 0.01% 422 +28 1.32% Q3 2026 Oct 16, 2026
SeaCrest Wealth Management, LLC History Reduced 2,085 390 0.04% 0.1% 423 -1,385 -39.91% Q3 2026 Oct 21, 2026
Y.D. More Investments Ltd History Added to 2,044 382 0.01% 0.02% 424 +119 6.18% Q3 2026 Nov 02, 2026
Williams Jones Wealth Management, LLC. History No change 1,400 373 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 05, 2026
Marex Group Ltd History No change 1,400 373 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 1,372 366 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 1,366 364 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History Reduced 1,911 357 0.0% 0.01% 429 -4,215 -68.81% Q3 2026 Nov 02, 2026
GSA CAPITAL PARTNERS LLP History No change 1,333 356 0.02% 0.02% 430 0 0.0% Q2 2026 Aug 06, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 1,330 355 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 11, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 1,322 353 0.03% 0.03% 432 0 0.0% Q2 2026 Jul 31, 2026
DAVENPORT & Co LLC History Reduced 2,044 352 0.0% 0.0% 433 -31 -1.49% Q3 2026 Oct 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 1,308 349 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History No change 1,270 339 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 12, 2026
M1 Capital Management LLC History No change 1,266 338 0.12% 0.12% 436 0 0.0% Q2 2026 Aug 11, 2026
Accredited Investors Inc. History No change 1,800 336 0.01% 0.02% 437 0 0.0% Q3 2026 Nov 03, 2026
Elm3 Financial Group, LLC History Reduced 1,785 334 0.22% 0.41% 439 -478 -21.12% Q3 2026 Oct 07, 2026
Cresset Asset Management, LLC History No change 1,254 334 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History Added to 1,751 327 0.0% 0.0% 440 +159 9.99% Q3 2026 Oct 16, 2026
HB Wealth Management, LLC History Reduced 1,730 323 0.0% 0.0% 441 -494 -22.21% Q3 2026 Oct 23, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 1,721 322 0.02% 0.03% 442 -86 -4.76% Q3 2026 Nov 03, 2026
Abel Hall, LLC History Reduced 1,676 313 0.06% 0.13% 444 -1,203 -41.79% Q3 2026 Oct 19, 2026
World Investment Advisors History No change 1,442 313 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,160 309 0.0% 0.0% 445 0 0.0% Q2 2026 Sep 23, 2026
Fideuram Asset Management (Ireland) dac History New 1,711 305 0.01% — 446 +1,711 New Q3 2026 Oct 29, 2026
Fulcrum Asset Management LLP History Reduced 1,644 302 0.01% 0.13% 447 -3,422 -67.55% Q3 2026 Nov 04, 2026
North Dakota State Investment Board History Added to 1,592 298 0.01% 0.02% 449 +60 3.92% Q3 2026 Oct 27, 2026
Ballentine Partners, LLC History No change 1,117 298 0.0% 0.0% 448 0 0.0% Q2 2026 Jul 17, 2026
Storgate, LLC History No change 1,118 298 0.06% 0.06% 450 0 0.0% Q2 2026 Aug 12, 2026
BEACON FINANCIAL GROUP History Added to 1,587 297 0.03% 0.03% 451 +318 25.06% Q3 2026 Oct 19, 2026
KBC Group NV History No change 1,573 294 0.0% 0.0% 452 0 0.0% Q3 2026 Oct 22, 2026
Hilltop Holdings Inc. History No change 1,089 290 0.02% 0.02% 453 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 1,079 288 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 10, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 1,076 287 0.07% 0.07% 455 0 0.0% Q2 2026 Nov 03, 2026
Nippon Life Global Investors Americas, Inc. History Reduced 1,530 286 0.01% 1.14% 456 -105,790 -98.57% Q3 2026 Oct 29, 2026
Allworth Financial LP History No change 1,069 285 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 11, 2026
INTEGRITY ALLIANCE, LLC. History New 1,492 279 0.01% — 460 +1,492 New Q3 2026 Oct 29, 2026
WEXFORD CAPITAL LP History No change 1,047 279 0.04% 0.04% 458 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 1,492 279 0.0% 0.0% 459 0 0.0% Q3 2026 Oct 29, 2026
Apollon Wealth Management, LLC History Reduced 1,466 274 0.0% 0.01% 461 -87 -5.6% Q3 2026 Oct 23, 2026
Wealthfront Advisers LLC History No change 1,025 273 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 07, 2026
Sound Income Strategies, LLC History Reduced 1,500 272 0.01% 0.02% 463 -5 -0.33% Q3 2026 Oct 09, 2026
CHOREO, LLC History Added to 1,448 271 0.0% 0.0% 464 +658 83.29% Q3 2026 Oct 28, 2026
SHARPEPOINT LLC History No change 1,006 268 0.13% 0.13% 465 0 0.0% Q2 2026 Jul 29, 2026
Caprock Group, LLC History No change 1,001 267 0.01% 0.01% 466 0 0.0% Q2 2026 Jul 27, 2026
Militia Capital Management LLC History No change 1,000 267 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 12, 2026
Peregrine Asset Advisers, Inc. History No change 973 259 0.06% 0.06% 468 0 0.0% Q2 2026 Aug 10, 2026
TWO SIGMA SECURITIES, LLC History No change 955 255 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 954 254 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 18, 2026
MINDSET WEALTH MANAGEMENT, LLC History New 1,354 253 0.05% — 471 +1,354 New Q3 2026 Oct 19, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 1,350 252 0.06% — 472 +1,350 New Q3 2026 Oct 16, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 930 248 0.0% 0.0% 473 0 0.0% Q2 2026 Sep 23, 2026
Integrated Investment Consultants, LLC History No change 927 247 0.05% 0.05% 474 0 0.0% Q2 2026 Aug 17, 2026
OneDigital Investment Advisors LLC History No change 917 244 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 06, 2026
AlphaGrep UK Ltd History No change 909 242 0.07% 0.07% 476 0 0.0% Q2 2026 Aug 14, 2026
Quantessence Capital LLC History No change 887 236 0.69% 0.69% 477 0 0.0% Q2 2026 Aug 14, 2026
DIVERSIFIED MANAGEMENT INC History New 1,260 235 0.04% — 479 +1,260 New Q3 2026 Oct 08, 2026
Claret Asset Management Corp History No change 880 235 0.03% 0.03% 478 0 0.0% Q2 2026 Jul 27, 2026
Morse Asset Management, Inc History No change 880 234 0.04% 0.04% 480 0 0.0% Q2 2026 Aug 13, 2026
Meeder Advisory Services, Inc. History No change 862 230 0.01% 0.01% 481 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,175 220 0.0% 0.0% 482 -581 -33.09% Q3 2026 Oct 26, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 1,170 219 0.0% 0.0% 483 +275 30.73% Q3 2026 Oct 27, 2026
VISTA FINANCE, LLC History Reduced 1,155 216 0.12% 0.18% 484 -71 -5.79% Q3 2026 Oct 23, 2026
HOWE & RUSLING INC History No change 793 211 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History Reduced 1,123 210 0.0% 0.0% 487 -324 -22.39% Q3 2026 Nov 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 787 210 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History New 1,118 209 0.0% — 489 +1,118 New Q3 2026 Oct 28, 2026
Expressive Wealth LLC History No change 785 209 0.2% 0.2% 488 0 0.0% Q2 2026 Aug 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 1,105 206 0.0% 0.0% 490 +72 6.97% Q3 2026 Oct 23, 2026
Harbour Trust & Investment Management Co History No change 1,100 205 0.02% 0.03% 491 0 0.0% Q3 2026 Oct 28, 2026
SBI Securities Co., Ltd. History Reduced 1,080 202 0.0% 0.01% 492 -135 -11.11% Q3 2026 Oct 21, 2026
Optas, LLC History No change 751 200 0.03% 0.03% 493 0 0.0% Q2 2026 Jul 21, 2026
American Trust History No change 751 200 0.02% 0.02% 494 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 1,007 188 0.02% 0.03% 495 -6 -0.59% Q3 2026 Oct 27, 2026
Quantbot Technologies LP History No change 701 187 0.01% 0.01% 496 0 0.0% Q2 2026 Aug 12, 2026
FIRST HORIZON CORP History Added to 980 183 0.01% 0.01% 497 +87 9.74% Q3 2026 Oct 26, 2026
CENTAURUS FINANCIAL, INC. History No change 683 182 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 667 178 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 24, 2026
SIGNATUREFD, LLC History Added to 848 158 0.0% 0.0% 500 +88 11.58% Q3 2026 Oct 23, 2026
FEDERATED HERMES, INC. History No change 572 152 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Added to 785 146 0.0% 0.01% 502 +102 14.93% Q3 2026 Oct 08, 2026
CKW FINANCIAL GROUP History No change 750 142 0.01% 0.02% 503 0 0.0% Q3 2026 Oct 29, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 747 139 0.0% 0.0% 504 -835 -52.78% Q3 2026 Oct 20, 2026
RiverPark Advisors, LLC History No change 523 139 0.06% 0.06% 505 0 0.0% Q2 2026 Jul 24, 2026
STRS OHIO History Reduced 714 133 0.0% 0.0% 506 -392 -35.44% Q3 2026 Oct 30, 2026
Central Pacific Bank - Trust Division History No change 600 112 0.01% 0.02% 507 0 0.0% Q3 2026 Oct 05, 2026
Smartleaf Asset Management LLC History No change 422 108 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 12, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Reduced 554 103 0.01% 0.03% 509 -263 -32.19% Q3 2026 Nov 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 518 96 0.01% 0.01% 510 0 0.0% Q3 2026 Oct 13, 2026
Parallel Advisors, LLC History Added to 485 90 0.0% 0.0% 511 +41 9.23% Q3 2026 Nov 03, 2026
Arax Advisory Partners History No change 326 87 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 10, 2026
Root Financial Partners, LLC History New 462 86 0.0% — 513 +462 New Q3 2026 Oct 21, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 457 85 0.01% 0.01% 514 +7 1.56% Q3 2026 Oct 08, 2026
Versant Capital Management, Inc History Added to 416 77 0.01% 0.01% 515 +10 2.46% Q3 2026 Oct 01, 2026
Persistent Asset Partners Ltd History No change 271 72 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 268 71 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 245 65 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History Reduced 326 61 0.0% 0.0% 519 -614 -65.32% Q3 2026 Oct 16, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 228 60 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 216 57 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 13, 2026
Leonteq Securities AG History Added to 299 55 0.0% 0.0% 522 +26 9.52% Q3 2026 Oct 29, 2026
VEGA INVESTMENT SOLUTIONS History No change 195 52 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 13, 2026
MACQUARIE GROUP LTD History No change 181 48 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 14, 2026
Silicon Valley Capital Partners History No change 169 45 0.0% 0.0% 525 0 0.0% Q2 2026 Sep 21, 2026
PenderFund Capital Management Ltd. History No change 159 42 0.01% 0.01% 526 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 121 32 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 12, 2026
Crewe Advisors LLC History No change 114 30 0.0% 0.0% 528 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 127 29 0.0% 0.0% 529 0 0.0% Q2 2026 Jul 27, 2026
Acumen Wealth Advisors, LLC History No change 111 29 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 03, 2026
Rossby Financial, LCC History No change 111 29 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 04, 2026
PRIVATE TRUST CO NA History Added to 153 28 0.0% 0.0% 532 +113 282.5% Q3 2026 Oct 20, 2026
EverSource Wealth Advisors, LLC History No change 151 28 0.0% 0.0% 533 0 0.0% Q3 2026 Nov 04, 2026
Elequin Capital, LP History No change 107 28 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History Reduced 126 23 0.0% 0.0% 535 -100 -44.25% Q3 2026 Oct 16, 2026
Sterling Capital Management LLC History Reduced 119 22 0.0% 0.02% 536 -3,947 -97.07% Q3 2026 Oct 22, 2026
Continuum Advisory, LLC History No change 79 21 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History Added to 108 20 0.0% 0.0% 538 +31 40.26% Q3 2026 Oct 08, 2026
JPL Wealth Management, LLC History No change 75 20 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 99 19 0.0% 0.0% 540 0 0.0% Q3 2026 Oct 22, 2026
Measured Wealth Private Client Group, LLC History No change 71 18 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 10, 2026
VALLEY WEALTH MANAGERS, INC. History No change 96 17 0.0% 0.0% 542 0 0.0% Q3 2026 Oct 09, 2026
LRI Investments, LLC History No change 64 17 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 14, 2026
Parkside Financial Bank & Trust History Added to 87 16 0.0% 0.0% 544 +45 107.14% Q3 2026 Oct 27, 2026
Covestor Ltd History Reduced 86 16 0.01% 0.02% 545 -20 -18.87% Q3 2026 Oct 30, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 89 16 0.0% 0.0% 546 0 0.0% Q3 2026 Oct 09, 2026
USA FINANCIAL FORMULAS History No change 55 14 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 04, 2026
CVA Family Office, LLC History No change 53 14 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Management Group, LLC History New 70 13 0.0% — 550 +70 New Q3 2026 Oct 19, 2026
BFC Planning, Inc. History No change 49 13 0.0% 0.0% 549 0 0.0% Q2 2026 Oct 29, 2026
Ascentis Independent Advisors History New 68 12 0.0% — 554 +68 New Q3 2026 Nov 03, 2026
Putney Financial Group LLC History New 66 12 0.01% — 555 +66 New Q3 2026 Oct 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 68 12 0.0% 0.0% 551 +5 7.94% Q3 2026 Nov 04, 2026
ALERUS FINANCIAL NA History No change 45 12 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 65 12 0.0% 0.0% 553 0 0.0% Q3 2026 Oct 29, 2026
Owl Creek Wealth Partners LLC History Reduced 60 11 0.0% 0.0% 558 -5 -7.69% Q3 2026 Oct 20, 2026
Bell Investment Advisors, Inc History Added to 60 11 0.0% 0.0% 557 +3 5.26% Q3 2026 Oct 28, 2026
Bogart Wealth, LLC History No change 43 11 0.0% 0.0% 556 0 0.0% Q2 2026 Jul 24, 2026
Blue Trust, Inc. History Added to 55 10 0.0% 0.0% 560 +19 52.78% Q3 2026 Oct 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 38 10 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 31, 2026
Fortitude Family Office, LLC History No change 54 10 0.0% 0.0% 561 0 0.0% Q3 2026 Oct 14, 2026
Advocate Investing Services LLC History No change 54 10 0.01% 0.01% 562 0 0.0% Q3 2026 Oct 26, 2026
Larson Financial Group LLC History No change 32 8 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 30 8 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 11, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 29 7 0.0% 0.0% 565 0 0.0% Q2 2026 Oct 30, 2026
Itau Unibanco Holding S.A. History No change 27 7 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 27 7 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 13, 2026
Westfuller Advisors, LLC History No change 28 7 0.0% 0.0% 568 0 0.0% Q2 2026 Jul 29, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 37 6 0.0% 0.0% 570 -36 -49.32% Q3 2026 Oct 13, 2026
SJS Investment Consulting Inc. History Added to 33 6 0.0% 0.0% 572 +20 153.85% Q3 2026 Oct 26, 2026
MEEDER ASSET MANAGEMENT INC History No change 25 6 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 07, 2026
GoalVest Advisory LLC History No change 33 6 0.0% 0.0% 571 0 0.0% Q3 2026 Oct 02, 2026
MidFirst Bank History No change 25 6 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 07, 2026
Provenance Wealth Advisors, LLC History New 28 5 0.0% — 578 +28 New Q3 2026 Oct 30, 2026
JFS WEALTH ADVISORS, LLC History Reduced 32 5 0.0% 0.0% 574 -1 -3.03% Q3 2026 Nov 03, 2026
Quarry LP History No change 20 5 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 22 5 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 21 5 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 15 4 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 11, 2026
Caitong International Asset Management Co., Ltd History Reduced 20 3 0.0% 0.16% 584 -4,413 -99.55% Q3 2026 Oct 29, 2026
Cromwell Holdings LLC History Added to 17 3 0.0% 0.0% 583 +5 41.67% Q3 2026 Oct 28, 2026
ADIRONDACK TRUST CO History No change 19 3 0.0% 0.0% 580 0 0.0% Q3 2026 Oct 14, 2026
Manchester Capital Management LLC History No change 19 3 0.0% 0.0% 581 0 0.0% Q3 2026 Oct 22, 2026
Capital Advisors, Ltd. LLC History No change 17 3 0.0% 0.0% 582 0 0.0% Q3 2026 Oct 27, 2026
CULLEN/FROST BANKERS, INC. History New 12 2 0.0% — 590 +12 New Q3 2026 Oct 28, 2026
True Wealth Design, LLC History Added to 13 2 0.0% 0.0% 588 +5 62.5% Q3 2026 Oct 13, 2026
Creative Capital Management Investments LLC History Added to 12 2 0.0% 0.0% 587 +3 33.33% Q3 2026 Oct 27, 2026
Avion Wealth History Reduced 12 2 0.0% 0.0% 586 -2 -14.29% Q3 2026 Nov 03, 2026
ALLIANZ SE History No change 8 2 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 10, 2026
HFM Investment Advisors, LLC History No change 8 2 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 04, 2026
Ascentis Wealth Management, LLC History New 10 1 0.0% — 602 +10 New Q3 2026 Nov 03, 2026
Essential Partners LLC History New 10 1 0.0% — 603 +10 New Q3 2026 Oct 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 10 1 0.0% 0.0% 592 -9 -47.37% Q3 2026 Oct 05, 2026
Physician Wealth Advisors, Inc. History Reduced 6 1 0.0% 0.0% 594 -5 -45.45% Q3 2026 Oct 20, 2026
Hughes Financial Services, LLC History Added to 12 1 0.0% 0.0% 597 +2 20.0% Q3 2026 Oct 30, 2026
Bay Harbor Wealth Management, LLC History Reduced 10 1 0.0% 0.0% 593 -1 -9.09% Q3 2026 Nov 03, 2026
CENTRAL TRUST Co History No change 5 1 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 31, 2026
Park Place Capital Corp History No change 6 1 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 13, 2026
DiNuzzo Private Wealth, Inc. History No change 6 1 0.0% 0.0% 596 0 0.0% Q3 2026 Oct 15, 2026
Rialto Wealth Management, LLC History No change 6 1 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 11, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 10 1 0.0% 0.0% 599 0 0.0% Q3 2026 Oct 28, 2026
Kilter Group LLC History No change 4 1 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 4 1 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 28, 2026
WT Asset Management Ltd History Closed out 0 0 — 1.55% — -293,655 -100.0% Q3 2026 Oct 28, 2026
Geneva Partners, LLC History Closed out 0 0 — 3.0% — -42,163 -100.0% Q3 2026 Oct 26, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.16% — -30,517 -100.0% Q3 2026 Oct 16, 2026
Schear Investment Advisers, LLC History Closed out 0 0 — 2.43% — -27,236 -100.0% Q3 2026 Oct 14, 2026
Assenagon Asset Management S.A. History Closed out 0 0 — 0.01% — -26,379 -100.0% Q3 2026 Oct 15, 2026
MITCHELL CAPITAL MANAGEMENT CO History Closed out 0 0 — 0.88% — -21,763 -100.0% Q3 2026 Oct 29, 2026
CV Advisors LLC History Closed out 0 0 — 0.42% — -8,555 -100.0% Q3 2026 Oct 13, 2026
Riverwater Partners LLC History Closed out 0 0 — 0.66% — -8,311 -100.0% Q3 2026 Nov 03, 2026
Gibbs Wealth Management History Closed out 0 0 — 0.21% — -6,476 -100.0% Q3 2026 Oct 22, 2026
Virtue Capital Management, LLC History Closed out 0 0 — 0.21% — -6,026 -100.0% Q3 2026 Oct 29, 2026
Maxi Investments CY Ltd History Closed out 0 0 — 0.32% — -5,900 -100.0% Q3 2026 Oct 26, 2026
HANSEATIC MANAGEMENT SERVICES INC History Closed out 0 0 — 1.06% — -5,384 -100.0% Q3 2026 Oct 27, 2026
Portside Wealth Group, LLC History Closed out 0 0 — 0.12% — -4,014 -100.0% Q3 2026 Oct 20, 2026
Harbour Capital Advisors, LLC History Closed out 0 0 — 0.18% — -3,930 -100.0% Q3 2026 Oct 13, 2026
Vontobel Holding Ltd. History Closed out 0 0 — 0.0% — -3,604 -100.0% Q3 2026 Oct 16, 2026
State of Alaska, Department of Revenue History Closed out 0 0 — 0.01% — -3,156 -100.0% Q3 2026 Oct 15, 2026
RATIONAL ADVISORS, INC. History Closed out 0 0 — 0.07% — -2,991 -100.0% Q3 2026 Nov 02, 2026
Capstone Capital Management Ltd History Closed out 0 0 — 0.35% — -2,924 -100.0% Q3 2026 Oct 21, 2026
New England Research & Management, Inc. History Closed out 0 0 — 0.3% — -2,850 -100.0% Q3 2026 Oct 16, 2026
NFSG Corp History Closed out 0 0 — 0.08% — -2,472 -100.0% Q3 2026 Oct 15, 2026
WESTCO ADVISORY SERVICES INC /ADV History Closed out 0 0 — 0.4% — -2,455 -100.0% Q3 2026 Oct 14, 2026
Patten Group, Inc. History Closed out 0 0 — 0.09% — -2,190 -100.0% Q3 2026 Oct 26, 2026
ANB BANK History Closed out 0 0 — 0.18% — -1,798 -100.0% Q3 2026 Oct 09, 2026
Chicago Partners Investment Group LLC History Closed out 0 0 — 0.01% — -1,782 -100.0% Q3 2026 Oct 26, 2026
NORDEN GROUP LLC History Closed out 0 0 — 0.04% — -1,696 -100.0% Q3 2026 Oct 20, 2026
Laurion Capital Management LP History Closed out 0 0 — 0.01% — -1,663 -100.0% Q3 2026 Oct 30, 2026
Tactive Advisors, LLC History Closed out 0 0 — 0.1% — -1,500 -100.0% Q3 2026 Oct 08, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -1,429 -100.0% Q3 2026 Oct 26, 2026
Prospera Financial Services Inc History Closed out 0 0 — 0.0% — -1,265 -100.0% Q3 2026 Nov 04, 2026
Strid Group, LLC History Closed out 0 0 — 0.03% — -1,000 -100.0% Q3 2026 Oct 28, 2026
Arista Wealth Management, LLC History Closed out 0 0 — 0.03% — -1,000 -100.0% Q3 2026 Oct 29, 2026
Abacus Wealth Partners, LLC History Closed out 0 0 — 0.03% — -954 -100.0% Q3 2026 Nov 03, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.0% — -926 -100.0% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -926 -100.0% Q3 2026 Oct 20, 2026
Stronghold Wealth Management L.L.C. History Closed out 0 0 — 0.32% — -901 -100.0% Q3 2026 Oct 16, 2026
Valeo Financial Advisors, LLC History Closed out 0 0 — 0.01% — -898 -100.0% Q3 2026 Oct 08, 2026
Realta Investment Advisors History Closed out 0 0 — 0.07% — -872 -100.0% Q3 2026 Oct 14, 2026
WEDBUSH SECURITIES INC History Closed out 0 0 — 0.01% — -862 -100.0% Q3 2026 Oct 22, 2026
J. Safra Sarasin Holding AG History Closed out 0 0 — 0.0% — -851 -100.0% Q3 2026 Oct 26, 2026
ADELL HARRIMAN & CARPENTER INC History Closed out 0 0 — 0.01% — -820 -100.0% Q3 2026 Nov 02, 2026
West Tower Group, LLC History Closed out 0 0 — 0.6% — -800 -100.0% Q3 2026 Oct 14, 2026
Sowell Financial Services LLC History Closed out 0 0 — 0.01% — -785 -100.0% Q3 2026 Oct 23, 2026
MOODY ALDRICH PARTNERS LLC History Closed out 0 0 — 0.04% — -780 -100.0% Q3 2026 Oct 27, 2026
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 — 0.0% — -761 -100.0% Q3 2026 Oct 20, 2026
Gradient Investments LLC History Closed out 0 0 — 0.0% — -760 -100.0% Q3 2026 Oct 08, 2026
Revolve Wealth Partners, LLC History Closed out 0 0 — 0.02% — -758 -100.0% Q3 2026 Oct 23, 2026
Rakuten Securities, Inc. History Closed out 0 0 — 0.01% — -150 -100.0% Q3 2026 Nov 02, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.02% — -98 -100.0% Q3 2026 Nov 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -85 -100.0% Q3 2026 Nov 02, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -77 -100.0% Q3 2026 Oct 28, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Closed out 0 0 — 0.0% — -65 -100.0% Q3 2026 Oct 26, 2026
Bank of New Hampshire History Closed out 0 0 — 0.0% — -28 -100.0% Q3 2026 Oct 06, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.0% — -18 -100.0% Q3 2026 Oct 13, 2026
Financial Network Wealth Advisors LLC History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2026 Oct 27, 2026
Clark Wealth Partners History New 5 0 — — — +5 New Q3 2026 Oct 16, 2026
MONTAG A & ASSOCIATES INC History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 29, 2026
Navigoe, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2026 Nov 03, 2026
NVWM, LLC History New 2 0 — — — +2 New Q3 2026 Oct 14, 2026
Birchwood Financial Partners, Inc. History New 2 0 — — — +2 New Q3 2026 Nov 02, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 15, 2026
DecisionPoint Financial, LLC History Added to 2 0 — — — +1 100.0% Q3 2026 Oct 27, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 23, 2026
Marquette Asset Management, LLC History No change 4 0 — 0.0% — 0 0.0% Q3 2026 Oct 09, 2026
GHP Investment Advisors, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Banque Cantonale Vaudoise History No change 227 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Bare Financial Services, Inc History No change 5 0 — 0.0% — 0 0.0% Q3 2026 Nov 04, 2026
WPG Advisers, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 27, 2026