MID PENN BANCORP INC - MPB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,307,141 | 80,380 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,726,193 | 60,140 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 999,325 | 34,816 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 970,869 | 34,369 | 0.01% | 0.01% | 4 | +85,258 | 9.63% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 827,225 | 26,603 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 696,171 | 24,254 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 581,743 | 20,273 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 355,669 | 12,391 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 270,643 | 9,429 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BANC FUNDS CO LLC | History | No change | 207,982 | 7,246 | 1.2% | 1.2% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 193,233 | 6,732 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petiole USA ltd | History | No change | 192,411 | 6,703 | 4.82% | 4.82% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 183,840 | 6,404 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 182,414 | 6,355 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 177,553 | 6,185 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 163,956 | 5,712 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 162,411 | 5,658 | 0.2% | 0.2% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 147,304 | 5,132 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 145,792 | 5,079 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 134,855 | 4,698 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 132,679 | 4,622 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 115,200 | 4,078 | 0.0% | 0.0% | 22 | +624 | 0.54% | Q3 2026 | Nov 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 114,837 | 4,000 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 112,353 | 3,914 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 112,107 | 3,905 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENDELL JEFFREY L | History | No change | 108,271 | 3,772 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 106,457 | 3,708 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 105,600 | 3,679 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 104,379 | 3,636 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 103,729 | 3,613 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| De Lisle Partners LLP | History | No change | 92,824 | 3,238 | 0.35% | 0.35% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 66,992 | 2,371 | 0.04% | 0.04% | 32 | -3,833 | -5.41% | Q3 2026 | Oct 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 67,846 | 2,363 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 65,652 | 2,287 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 64,400 | 2,279 | 0.05% | 0.04% | 35 | +15,000 | 30.36% | Q3 2026 | Oct 23, 2026 |
| Rhino Investment Partners, Inc | History | No change | 59,419 | 2,070 | 0.63% | 0.63% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 57,300 | 1,996 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 57,040 | 1,987 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RKL Wealth Management LLC | History | No change | 55,230 | 1,955 | 0.15% | 0.15% | 39 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Minerva Advisors LLC | History | No change | 54,177 | 1,887 | 1.19% | 1.19% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 51,991 | 1,811 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 48,337 | 1,684 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 47,909 | 1,669 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 48,130 | 1,647 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 39,796 | 1,386 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 34,787 | 1,211 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 32,275 | 1,124 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oppenheimer & Close, LLC | History | No change | 31,950 | 1,113 | 0.7% | 0.7% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 29,694 | 1,034 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 29,072 | 1,012 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 28,251 | 984 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRACE & WHITE INC /NY | History | No change | 27,324 | 967 | 0.16% | 0.15% | 52 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 27,547 | 959 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wharton Business Group, LLC | History | No change | 27,108 | 944 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 25,897 | 902 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 22,394 | 780 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 21,568 | 751 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 21,298 | 742 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 21,118 | 735 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 20,733 | 722 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNB Bank | History | No change | 20,140 | 701 | 0.27% | 0.27% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 19,946 | 694 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 19,897 | 693 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 18,973 | 661 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 18,516 | 645 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 17,783 | 620 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 16,967 | 591 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 15,855 | 552 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 15,316 | 533 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | No change | 14,618 | 509 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 13,756 | 486 | 0.0% | 0.0% | 71 | -9,612 | -41.13% | Q3 2026 | Nov 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 13,621 | 482 | 0.01% | — | 72 | +13,621 | New | Q3 2026 | Oct 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,718 | 477 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 13,331 | 471 | 0.0% | 0.01% | 74 | +20 | 0.15% | Q3 2026 | Oct 28, 2026 |
| Mystic Asset Management, Inc. | History | No change | 13,220 | 467 | 0.1% | 0.1% | 75 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Creative Planning | History | Added to | 13,133 | 464 | 0.0% | 0.0% | 76 | +2,059 | 18.59% | Q3 2026 | Nov 02, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 12,913 | 457 | 0.15% | 0.3% | 77 | -12,309 | -48.8% | Q3 2026 | Oct 21, 2026 |
| Rafferty Asset Management, LLC | History | No change | 13,081 | 455 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 12,687 | 455 | 0.12% | 0.12% | 79 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,825 | 447 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STRS OHIO | History | New | 12,500 | 442 | 0.0% | — | 81 | +12,500 | New | Q3 2026 | Oct 30, 2026 |
| MetLife Investment Management, LLC | History | No change | 12,668 | 441 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 12,642 | 440 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 12,096 | 421 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,400 | 397 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 11,056 | 391 | 0.02% | 0.01% | 86 | +3,808 | 52.54% | Q3 2026 | Nov 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,177 | 354 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 9,970 | 347 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 9,675 | 337 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 9,500 | 331 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 9,300 | 324 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,220 | 321 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 8,966 | 312 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 8,643 | 300 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 8,332 | 294 | 0.01% | 0.0% | 95 | +7,896 | 1811.01% | Q3 2026 | Oct 22, 2026 |
| Aquatic Capital Management LLC | History | No change | 8,384 | 292 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 7,698 | 268 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 7,007 | 267 | 0.17% | 0.17% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 7,600 | 264 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,455 | 259 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bare Financial Services, Inc | History | No change | 7,189 | 254 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 6,756 | 239 | 0.06% | 0.06% | 102 | +40 | 0.6% | Q3 2026 | Oct 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,832 | 238 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 6,351 | 224 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SG Americas Securities, LLC | History | No change | 6,395 | 223 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 6,343 | 220 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 6,065 | 211 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FULTON BANK, N.A. | History | Added to | 5,869 | 207 | 0.01% | 0.01% | 108 | +27 | 0.46% | Q3 2026 | Oct 14, 2026 |
| Savant Capital, LLC | History | No change | 5,968 | 204 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,524 | 193 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palouse Capital Management, Inc. | History | No change | 2,584 | 90 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Legal & General Group Plc | History | No change | 2,102 | 73 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,965 | 68 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,790 | 62 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 1,410 | 49 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 916 | 32 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| American Capital Advisory, LLC | History | No change | 852 | 30 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Versant Capital Management, Inc | History | No change | 742 | 26 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Friedenthal Financial | History | New | 688 | 24 | 0.01% | — | 120 | +688 | New | Q3 2026 | Oct 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 702 | 24 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 602 | 21 | 0.0% | 0.0% | 121 | -7 | -1.15% | Q3 2026 | Nov 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 468 | 16 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | New | 310 | 10 | 0.0% | — | 124 | +310 | New | Q3 2026 | Oct 14, 2026 |
| Covestor Ltd | History | Reduced | 295 | 10 | 0.01% | 0.01% | 123 | -26 | -8.1% | Q3 2026 | Oct 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 274 | 9 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GAMMA Investing LLC | History | No change | 272 | 9 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 225 | 7 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 200 | 7 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 192 | 6 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Providence Capital Advisors, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Wyoming | History | New | 162 | 5 | 0.0% | — | 131 | +162 | New | Q3 2026 | Oct 28, 2026 |
| Torren Management, LLC | History | No change | 132 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| SJS Investment Consulting Inc. | History | New | 103 | 3 | 0.0% | — | 135 | +103 | New | Q3 2026 | Oct 26, 2026 |
| Carota Wealth Management | History | No change | 100 | 3 | 0.0% | 0.04% | 133 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 98 | 3 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 81 | 2 | 0.0% | — | 139 | +81 | New | Q3 2026 | Oct 21, 2026 |
| First Command Advisory Services, Inc. | History | New | 75 | 2 | 0.0% | — | 138 | +75 | New | Q3 2026 | Nov 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 67 | 2 | 0.0% | 0.0% | 137 | +21 | 45.65% | Q3 2026 | Nov 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 69 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33 | 1 | 0.0% | — | 142 | +24 | 266.67% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 40 | 1 | 0.0% | — | 140 | +16 | 66.67% | Q3 2026 | Nov 04, 2026 |
| Optiver Holding B.V. | History | No change | 48 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -25,866 | -100.0% | Q3 2026 | Oct 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,789 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,182 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Parkside Financial Bank & Trust | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 29, 2026 |
| GK Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 09, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Essential Partners LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |