MSC INDUSTRIAL DIRECT CO INC - MSM

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 5,560,498 661,421 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,139,176 254,454 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,026,407 241,041 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 1,887,419 224,508 0.61% 0.61% 4 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,743,956 207,443 0.09% 0.09% 5 0 0.0% Q2 2026 Aug 12, 2026
Boston Partners History No change 1,714,389 203,954 0.18% 0.18% 6 0 0.0% Q2 2026 Aug 04, 2026
FIRST TRUST ADVISORS LP History No change 1,676,859 199,462 0.12% 0.12% 7 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,530,616 182,066 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,463,620 174,097 0.01% 0.01% 9 0 0.0% Q2 2026 Sep 22, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,207,267 149,366 0.03% 0.03% 10 -40,820 -3.27% Q3 2026 Nov 04, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,168,449 139,014 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 12, 2026
Epoch Investment Partners, Inc. History No change 926,830 110,246 0.63% 0.63% 12 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 783,623 93,212 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 751,553 89,397 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 07, 2026
Quantinno Capital Management LP History No change 653,578 77,743 0.09% 0.09% 15 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 639,107 76,021 0.01% 0.01% 16 0 0.0% Q2 2026 Sep 02, 2026
Alberta Investment Management Corp History No change 570,000 67,801 0.38% 0.38% 17 0 0.0% Q2 2026 Aug 06, 2026
Bahl & Gaynor LLC History Added to 484,854 59,986 0.29% 0.13% 18 +243,106 100.56% Q3 2026 Nov 05, 2026
Bank of New York Mellon Corp History Reduced 464,443 57,460 0.01% 0.01% 19 -6,397 -1.36% Q3 2026 Nov 05, 2026
AQR CAPITAL MANAGEMENT LLC History No change 457,743 53,588 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 444,741 52,901 0.04% 0.04% 21 0 0.0% Q2 2026 Sep 02, 2026
NORTHERN TRUST CORP History No change 435,234 51,771 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
Alyeska Investment Group, L.P. History No change 419,828 49,938 0.13% 0.13% 23 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 402,667 47,897 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History Reduced 387,098 47,891 3.12% 2.81% 25 -151,928 -28.19% Q3 2026 Nov 05, 2026
NORGES BANK History No change 398,005 47,342 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 392,387 46,674 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 375,210 44,631 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 374,896 44,593 0.74% 0.74% 29 0 0.0% Q2 2026 Aug 14, 2026
Boston Trust Walden Corp History Reduced 356,317 44,083 0.36% 0.38% 30 -59,123 -14.23% Q3 2026 Oct 30, 2026
BANK OF AMERICA CORP /DE/ History No change 366,572 43,603 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 360,477 42,878 0.6% 0.6% 32 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 356,897 42,452 0.34% 0.34% 33 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 352,087 41,880 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 13, 2026
SG Capital Management LLC History No change 343,793 40,894 3.38% 3.38% 35 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 331,101 39,384 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 321,239 38,211 0.25% 0.25% 37 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 292,848 34,834 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 288,483 34,315 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 13, 2026
Bragg Financial Advisors, Inc History No change 281,492 33,483 0.9% 0.9% 40 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 278,004 33,068 0.08% 0.08% 41 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 352,999 32,571 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
Medina Value Partners, LLC History No change 258,570 30,756 6.03% 6.03% 43 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 257,328 30,242 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 248,481 29,556 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 247,342 29,419 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
Interval Partners, LP History No change 244,604 29,095 0.75% 0.75% 47 0 0.0% Q2 2026 Aug 14, 2026
PZENA INVESTMENT MANAGEMENT LLC History Reduced 235,135 29,090 0.09% 0.13% 48 -138,529 -37.07% Q3 2026 Oct 30, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 236,504 28,132 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 229,504 27,299 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 228,179 27,141 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
DekaBank Deutsche Girozentrale History Added to 205,391 25,581 0.03% 0.02% 52 +49,272 31.56% Q3 2026 Oct 27, 2026
Schonfeld Strategic Advisors LLC History No change 210,343 25,020 0.09% 0.09% 53 0 0.0% Q2 2026 Aug 14, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History No change 209,296 24,895 0.19% 0.19% 54 0 0.0% Q2 2026 Aug 14, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 186,882 23,121 0.41% 1.08% 55 -353,627 -65.42% Q3 2026 Oct 13, 2026
Russell Investments Group, Ltd. History No change 194,122 23,090 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 06, 2026
Intrinsic Edge Capital Management LLC History No change 170,000 20,221 2.09% 2.09% 57 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 166,064 19,753 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 162,241 19,298 0.13% 0.13% 59 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 161,582 19,220 0.62% 0.62% 60 0 0.0% Q2 2026 Aug 07, 2026
LONE PEAK GLOBAL INVESTORS LLC History No change 161,417 19,200 2.64% 2.64% 61 0 0.0% Q2 2026 Aug 10, 2026
TWO SIGMA INVESTMENTS, LP History No change 160,747 19,120 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 140,214 17,347 0.01% 0.01% 63 +50,320 55.98% Q3 2026 Nov 02, 2026
ARGENT CAPITAL MANAGEMENT LLC History Reduced 135,583 16,774 0.53% 0.53% 64 -5,013 -3.57% Q3 2026 Oct 05, 2026
RHUMBLINE ADVISERS History No change 134,145 15,956 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 11, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 128,175 15,246 0.04% 0.04% 66 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 118,538 14,100 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
TECTONIC ADVISORS LLC History Reduced 111,074 13,742 0.64% 0.67% 68 -6,198 -5.29% Q3 2026 Oct 22, 2026
1832 Asset Management L.P. History No change 113,933 13,552 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 105,896 12,596 0.09% 0.09% 70 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 102,651 12,450 0.02% 0.0% 71 +83,420 433.78% Q3 2026 Oct 13, 2026
HANCOCK WHITNEY CORP History No change 103,001 12,251 0.2% 0.2% 72 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 99,119 11,790 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 95,005 11,754 0.01% 0.01% 74 -8,972 -8.63% Q3 2026 Nov 02, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 96,908 11,527 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 95,742 11,388 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 89,700 10,669 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 11, 2026
Hudson Bay Capital Management LP History No change 86,265 10,261 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 85,257 10,141 0.09% 0.09% 79 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 83,464 9,928 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 82,126 9,768 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 78,485 9,335 0.01% 0.01% 82 0 0.0% Q2 2026 Jul 29, 2026
ICON ADVISERS INC/CO History No change 78,380 9,323 1.75% 1.75% 83 0 0.0% Q2 2026 Aug 13, 2026
Ceredex Value Advisors LLC History No change 77,750 9,248 0.26% 0.26% 84 0 0.0% Q2 2026 Aug 11, 2026
BW Gestao de Investimentos Ltda. History No change 77,102 9,171 0.18% 0.18% 85 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 76,130 9,056 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 68,717 8,173 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
NewSquare Capital LLC History No change 66,672 7,930 0.59% 0.59% 88 0 0.0% Q2 2026 Jul 28, 2026
Jain Global LLC History No change 66,544 7,915 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 63,750 7,583 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 14, 2026
Altrius Capital Management Inc History Reduced 60,061 7,430 1.32% 1.41% 91 -2,167 -3.48% Q3 2026 Nov 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 58,892 7,286 0.01% 0.01% 92 -7,360 -11.11% Q3 2026 Nov 05, 2026
Verition Fund Management LLC History No change 60,386 7,182 0.04% 0.04% 93 0 0.0% Q2 2026 Aug 14, 2026
CASTLEARK MANAGEMENT LLC History No change 58,250 6,928 0.19% 0.19% 94 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History Added to 55,903 6,916 0.08% 0.06% 95 +9,464 20.38% Q3 2026 Nov 05, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 57,721 6,865 0.0% 0.0% 96 0 0.0% Q2 2026 Sep 23, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Reduced 54,270 6,714 1.66% 1.72% 97 -4,243 -7.25% Q3 2026 Oct 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 53,137 6,574 0.01% 0.01% 98 -1,016 -1.88% Q3 2026 Oct 22, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 54,391 6,469 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 13, 2026
Robeco Institutional Asset Management B.V. History New 51,365 6,354 0.01% — 100 +51,365 New Q3 2026 Oct 20, 2026
HighTower Advisors, LLC History No change 53,235 6,332 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 05, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 52,900 6,292 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History Added to 50,433 6,239 0.23% 0.21% 103 +1,273 2.59% Q3 2026 Oct 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 51,550 6,131 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 24, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 51,311 6,103 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 50,915 6,057 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 50,019 5,949 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 46,024 5,694 0.0% 0.0% 108 +36,073 362.51% Q3 2026 Nov 04, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 46,469 5,527 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 10, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 43,643 5,399 0.01% 0.01% 110 +5,383 14.07% Q3 2026 Oct 28, 2026
IEQ CAPITAL, LLC History No change 45,177 5,373 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 44,903 5,341 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
Retirement Systems of Alabama History Reduced 42,624 5,273 0.02% 0.02% 113 -4,730 -9.99% Q3 2026 Nov 04, 2026
BARCLAYS PLC History No change 43,853 5,216 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Rokos Capital Management LLP History No change 42,980 5,108 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 14, 2026
OLD REPUBLIC INTERNATIONAL CORP History Reduced 40,000 4,949 0.22% 1.84% 116 -372,400 -90.3% Q3 2026 Oct 26, 2026
CANADA LIFE ASSURANCE Co History No change 40,329 4,792 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 38,400 4,567 0.03% 0.03% 118 0 0.0% Q2 2026 Aug 14, 2026
Willis Investment Counsel History Added to 34,981 4,327 0.22% 0.18% 119 +3,723 11.91% Q3 2026 Oct 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 35,652 4,240 0.12% 0.12% 120 0 0.0% Q2 2026 Aug 10, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 34,185 4,229 0.03% 0.02% 121 +13,490 65.18% Q3 2026 Oct 21, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 35,391 4,209 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 33,493 4,143 0.02% 0.0% 123 +31,949 2069.24% Q3 2026 Oct 30, 2026
Corient Private Wealth LP History No change 34,436 4,096 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 27, 2026
WealthPlan Investment Management, LLC History Reduced 32,638 4,037 0.2% 0.24% 125 -7,961 -19.61% Q3 2026 Oct 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 33,744 4,013 0.0% 0.0% 126 0 0.0% Q2 2026 Sep 09, 2026
Arjuna Capital History Added to 31,433 3,888 0.87% 0.69% 127 +5,745 22.36% Q3 2026 Nov 03, 2026
SANDLER CAPITAL MANAGEMENT History No change 32,085 3,816 1.89% 1.89% 128 0 0.0% Q2 2026 Aug 14, 2026
VELA Investment Management, LLC History No change 31,854 3,789 0.83% 0.83% 129 0 0.0% Q2 2026 Aug 27, 2026
Capricorn Fund Managers Ltd History Added to 30,000 3,711 0.35% 0.19% 130 +10,000 50.0% Q3 2026 Nov 03, 2026
LPL Financial LLC History No change 30,014 3,570 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 29,880 3,554 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Auto-Owners Insurance Co History No change 26,500 3,278 0.1% 0.07% 133 0 0.0% Q3 2026 Oct 15, 2026
BANK OF MONTREAL /CAN/ History No change 27,086 3,221 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Aquatic Capital Management LLC History No change 26,733 3,179 0.11% 0.11% 135 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 26,487 3,150 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 25,680 3,054 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History New 24,630 3,047 0.01% — 138 +24,630 New Q3 2026 Nov 03, 2026
Red Spruce Capital, LLC History Reduced 24,590 3,042 1.08% 1.02% 139 -9 -0.04% Q3 2026 Oct 07, 2026
XTX Topco Ltd History No change 25,581 3,042 0.04% 0.04% 140 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 25,200 2,997 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 03, 2026
Penserra Capital Management LLC History No change 24,085 2,864 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 23,865 2,838 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 22,872 2,720 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 22,770 2,708 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 13, 2026
Advisors Asset Management, Inc. History No change 22,433 2,668 0.04% 0.04% 146 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 22,035 2,621 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 13, 2026
CREDIT AGRICOLE S A History No change 21,536 2,561 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 21,333 2,541 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 21,307 2,534 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 19, 2026
Summit Trail Advisors, LLC History No change 21,296 2,533 0.03% 0.03% 151 0 0.0% Q2 2026 Aug 11, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 21,127 2,513 0.16% 0.16% 152 0 0.0% Q2 2026 Aug 11, 2026
Empowered Funds, LLC History No change 21,052 2,504 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 20,911 2,487 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 20,787 2,472 0.02% 0.02% 155 0 0.0% Q2 2026 Jul 23, 2026
AMALGAMATED BANK History Reduced 19,139 2,368 0.02% 0.02% 156 -1,620 -7.8% Q3 2026 Oct 23, 2026
Linden Thomas Advisory Services, LLC History Added to 18,900 2,338 0.19% 0.18% 157 +328 1.77% Q3 2026 Oct 19, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 18,613 2,302 0.21% 0.22% 158 -1,584 -7.84% Q3 2026 Oct 13, 2026
Treasurer of the State of North Carolina History No change 19,295 2,295 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History No change 18,767 2,232 0.09% 0.09% 160 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 17,506 2,165 0.01% 0.01% 161 +1,725 10.93% Q3 2026 Oct 20, 2026
Vanguard Global Advisers, LLC History No change 17,746 2,110 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 17,602 2,093 0.0% 0.0% 163 0 0.0% Q2 2026 Oct 27, 2026
State of Tennessee, Department of Treasury History No change 17,347 2,063 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 14, 2026
Oak Thistle LLC History Reduced 16,409 2,030 0.19% 0.31% 165 -10,413 -38.82% Q3 2026 Oct 21, 2026
Mariner, LLC History No change 16,794 1,997 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 16,800 1,996 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 16,035 1,983 0.06% 0.06% 168 -1,684 -9.5% Q3 2026 Oct 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 15,600 1,930 0.01% 0.01% 169 +3,900 33.33% Q3 2026 Oct 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 16,077 1,900 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 15,813 1,881 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 15,101 1,868 0.02% 0.02% 172 -1,892 -11.13% Q3 2026 Oct 23, 2026
Squarepoint Ops LLC History No change 15,317 1,821 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 15,300 1,819 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 12, 2026
Frank, Rimerman Advisors LLC History No change 14,703 1,819 0.1% 0.1% 175 0 0.0% Q3 2026 Oct 16, 2026
State of New Jersey Common Pension Fund D History Reduced 14,275 1,766 0.01% 0.01% 176 -1,635 -10.28% Q3 2026 Nov 05, 2026
BEACON INVESTMENT ADVISORS LLC History No change 14,445 1,718 0.54% 0.54% 177 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History Reduced 13,752 1,701 0.0% 0.0% 178 -1,731 -11.18% Q3 2026 Nov 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 14,306 1,701 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 11, 2026
ARGA Investment Management, LP History No change 13,297 1,645 0.04% 0.04% 180 0 0.0% Q3 2026 Oct 30, 2026
Elo Mutual Pension Insurance Co History No change 13,258 1,577 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 13,251 1,576 0.06% 0.06% 182 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 12,589 1,557 0.01% 0.01% 183 +264 2.14% Q3 2026 Nov 03, 2026
Chicago Partners Investment Group LLC History Added to 13,433 1,529 0.03% 0.02% 184 +4,674 53.36% Q3 2026 Oct 26, 2026
Louisiana State Employees Retirement System History Reduced 12,300 1,521 0.02% 0.02% 185 -1,100 -8.21% Q3 2026 Oct 20, 2026
Caprock Group, LLC History No change 12,743 1,515 0.03% 0.03% 186 0 0.0% Q2 2026 Jul 27, 2026
GABELLI FUNDS LLC History No change 12,300 1,463 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 12, 2026
Atom Investors LP History No change 12,286 1,461 0.13% 0.13% 188 0 0.0% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 11,608 1,436 0.02% 0.02% 189 -1,837 -13.66% Q3 2026 Oct 22, 2026
SMA Capital LLC History No change 12,000 1,427 0.6% 0.6% 190 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 11,901 1,415 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Investments Australia, Ltd. History No change 11,901 1,415 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 11,343 1,403 0.0% 0.0% 193 +217 1.95% Q3 2026 Nov 02, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 11,371 1,352 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History Added to 10,896 1,348 0.01% 0.0% 195 +7,678 238.6% Q3 2026 Oct 23, 2026
WELLS FARGO & COMPANY/MN History No change 10,884 1,294 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 10,800 1,284 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
Horizon Investments, LLC History No change 10,515 1,241 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 10,887 1,226 0.94% 0.94% 199 0 0.0% Q2 2026 Aug 04, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 10,299 1,225 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 9,864 1,220 0.01% 0.01% 201 -1,097 -10.01% Q3 2026 Nov 03, 2026
&PARTNERS History No change 10,147 1,207 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 9,700 1,200 0.03% 0.03% 203 0 0.0% Q3 2026 Nov 05, 2026
111 Capital History Added to 9,667 1,196 0.18% 0.06% 204 +6,769 233.57% Q3 2026 Nov 03, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 9,665 1,195 0.01% 0.01% 205 -1,000 -9.38% Q3 2026 Oct 27, 2026
Handelsbanken Fonder AB History No change 10,030 1,193 0.0% 0.0% 206 0 0.0% Q2 2026 Jul 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 9,478 1,172 0.0% 0.0% 207 -365 -3.71% Q3 2026 Nov 02, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 9,264 1,146 0.03% — 208 +9,264 New Q3 2026 Oct 22, 2026
SG Americas Securities, LLC History No change 9,473 1,127 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 9,376 1,115 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 04, 2026
SYON CAPITAL LLC History No change 9,164 1,090 0.05% 0.05% 211 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF VERMONT History No change 8,733 1,080 0.04% 0.04% 212 0 0.0% Q3 2026 Oct 21, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 8,926 1,061 0.07% 0.07% 213 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 8,529 1,055 0.01% 0.01% 214 -964 -10.15% Q3 2026 Oct 29, 2026
LECAP ASSET MANAGEMENT LTD History Added to 8,501 1,051 0.5% 0.2% 215 +4,583 116.97% Q3 2026 Oct 27, 2026
Ameritas Investment Partners, Inc. History No change 8,384 997 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 7,948 983 0.01% — 217 +7,948 New Q3 2026 Oct 23, 2026
Precision Wealth Strategies, LLC History No change 7,986 949 0.29% 0.29% 218 0 0.0% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History Reduced 7,287 936 0.0% 0.0% 220 -966 -11.7% Q3 2026 Oct 16, 2026
DEUTSCHE BANK AG\ History No change 7,876 936 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 7,834 931 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 17, 2026
Martin Capital Partners, LLC History Reduced 7,519 930 0.33% 0.34% 222 -188 -2.44% Q3 2026 Oct 07, 2026
Invst, LLC History No change 7,811 929 0.09% 0.09% 223 0 0.0% Q2 2026 Aug 14, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 7,796 927 0.25% 0.25% 224 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 7,374 912 0.02% 0.01% 225 +898 13.87% Q3 2026 Oct 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 7,364 911 0.01% 0.01% 226 +3,552 93.18% Q3 2026 Oct 27, 2026
Dynamic Technology Lab Private Ltd History No change 7,590 903 0.2% 0.2% 227 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 7,592 903 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 12, 2026
BOKF, NA History Added to 7,288 901 0.01% 0.01% 229 +33 0.45% Q3 2026 Oct 27, 2026
Twelve Points Wealth Management LLC History Reduced 7,373 892 0.17% 0.18% 230 -64 -0.86% Q3 2026 Nov 03, 2026
Ridgewood Investments LLC History Reduced 7,195 890 0.33% 0.44% 231 -2,774 -27.83% Q3 2026 Oct 05, 2026
TRUIST FINANCIAL CORP History Added to 7,181 888 0.0% 0.0% 232 +2,676 59.4% Q3 2026 Oct 30, 2026
Lido Advisors, LLC History Added to 7,129 882 0.0% 0.0% 233 +2,322 48.3% Q3 2026 Nov 04, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 7,112 879 0.02% 0.02% 234 -270 -3.66% Q3 2026 Oct 28, 2026
WealthPLAN Partners, LLC History Reduced 6,888 852 0.16% 0.2% 235 -2,035 -22.81% Q3 2026 Oct 15, 2026
Integrated Wealth Concepts LLC History No change 6,945 826 0.01% 0.01% 236 0 0.0% Q2 2026 Sep 08, 2026
Bridgefront Capital, LLC History No change 6,901 820 0.22% 0.22% 237 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 6,754 803 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History No change 6,494 803 0.0% 0.0% 239 0 0.0% Q3 2026 Nov 03, 2026
Aaron Wealth Advisors LLC History Added to 6,453 798 0.04% 0.03% 240 +2,041 46.26% Q3 2026 Oct 13, 2026
Ethic Inc. History Added to 6,392 790 0.01% 0.01% 241 +963 17.74% Q3 2026 Nov 03, 2026
Tidal Investments LLC History No change 6,588 783 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
NorthCrest Asset Manangement, LLC History New 6,073 782 0.02% — 243 +6,073 New Q3 2026 Oct 09, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 6,389 759 0.13% 0.13% 244 0 0.0% Q2 2026 Aug 04, 2026
Kera Capital Partners, Inc. History No change 6,365 757 0.07% 0.07% 245 0 0.0% Q2 2026 Aug 14, 2026
Cinctive Capital Management LP History No change 6,315 751 0.03% 0.03% 246 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History New 6,038 747 0.02% — 247 +6,038 New Q3 2026 Oct 16, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Reduced 6,003 742 0.12% 0.11% 248 -100 -1.64% Q3 2026 Oct 29, 2026
Snowden Capital Advisors LLC History No change 6,107 726 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History Added to 5,736 709 0.01% 0.0% 250 +3,052 113.71% Q3 2026 Oct 28, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 5,960 708 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 5,876 698 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 12, 2026
XPONANCE LLC History Reduced 5,639 697 0.0% 0.0% 253 -71 -1.24% Q3 2026 Nov 03, 2026
Aster Capital Management (DIFC) Ltd History No change 5,764 685 0.15% 0.15% 254 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 5,686 676 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 05, 2026
LOWE BROCKENBROUGH & CO INC History No change 5,626 669 0.03% 0.03% 256 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 5,571 662 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 5,310 657 0.03% 0.03% 258 0 0.0% Q3 2026 Nov 03, 2026
INCEPTIONR LLC History No change 5,480 651 0.16% 0.16% 259 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Personalized Indexing Management, LLC History No change 5,469 650 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 11, 2026
Krilogy Financial LLC History Added to 5,029 647 0.02% 0.01% 261 +1,863 58.84% Q3 2026 Oct 13, 2026
Crestwood Advisors Group, LLC History Added to 5,111 632 0.01% 0.01% 262 +1,280 33.41% Q3 2026 Oct 27, 2026
BESSEMER GROUP INC History No change 5,302 631 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History Added to 4,991 617 0.0% 0.0% 264 +1,699 51.61% Q3 2026 Nov 05, 2026
Pacer Advisors, Inc. History No change 5,154 613 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 5,112 608 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 5,021 597 0.02% 0.02% 267 0 0.0% Q2 2026 Jul 21, 2026
NATIXIS History No change 4,998 594 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History Added to 4,736 585 0.0% 0.0% 269 +11 0.23% Q3 2026 Nov 03, 2026
HUB Investment Partners, LLC History Added to 4,728 584 0.01% 0.01% 270 +249 5.56% Q3 2026 Nov 03, 2026
ROCKLAND TRUST CO History Reduced 4,562 564 0.02% 0.02% 271 -129 -2.75% Q3 2026 Oct 05, 2026
Inscription Capital, LLC History Added to 4,478 554 0.06% 0.05% 272 +167 3.87% Q3 2026 Nov 02, 2026
MBL Wealth, LLC History New 4,461 551 0.03% — 273 +4,461 New Q3 2026 Oct 22, 2026
QUADRANT CAPITAL GROUP LLC History Added to 4,144 547 0.01% 0.01% 274 +40 0.97% Q3 2026 Oct 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 4,491 534 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 4,481 533 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 31, 2026
CERTUITY, LLC History Added to 4,250 525 0.02% 0.02% 277 +918 27.55% Q3 2026 Nov 02, 2026
Twin Tree Management, LP History No change 4,400 523 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 4,368 519 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Reduced 3,917 484 0.01% 0.01% 280 -3,788 -49.16% Q3 2026 Oct 15, 2026
Arax Advisory Partners History No change 3,986 474 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History New 3,809 471 0.01% — 282 +3,809 New Q3 2026 Nov 04, 2026
Parallel Advisors, LLC History Added to 3,737 462 0.01% 0.01% 283 +369 10.96% Q3 2026 Nov 03, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 3,638 450 0.0% — 284 +3,638 New Q3 2026 Oct 28, 2026
Fieldview Capital Management, LLC History No change 3,753 446 0.13% 0.13% 285 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 3,706 440 0.01% 0.01% 286 0 0.0% Q2 2026 Jul 28, 2026
Odyssean, LLC History No change 3,686 438 0.07% 0.07% 287 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 3,662 435 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History Reduced 3,500 433 0.03% 0.1% 290 -4,796 -57.81% Q3 2026 Oct 28, 2026
Michael J. Porro & Co. Financial Advisors, Inc. History Reduced 3,506 433 0.26% 0.24% 291 -11 -0.31% Q3 2026 Oct 15, 2026
Tower Research Capital LLC (TRC) History No change 3,644 433 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 11, 2026
West Family Investments, Inc. History No change 3,613 429 0.12% 0.12% 292 0 0.0% Q2 2026 Aug 10, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 3,406 424 0.02% 0.02% 293 0 0.0% Q2 2026 Jul 23, 2026
FEDERATED HERMES, INC. History No change 3,537 420 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 12, 2026
Frec Markets, Inc. History No change 3,443 409 0.04% 0.04% 295 0 0.0% Q2 2026 Aug 13, 2026
R Squared Ltd History No change 3,429 407 0.21% 0.21% 296 0 0.0% Q2 2026 Aug 05, 2026
Asset Advisory Group, Inc. History Reduced 3,269 404 0.17% 0.19% 297 -403 -10.97% Q3 2026 Oct 20, 2026
PRUDENTIAL FINANCIAL INC History No change 3,360 399 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History Added to 3,201 396 0.01% 0.0% 299 +1,484 86.43% Q3 2026 Nov 03, 2026
QP WEALTH MANAGEMENT, LLC History Reduced 3,202 396 0.6% 0.55% 301 -72 -2.2% Q3 2026 Oct 20, 2026
EP Wealth Advisors, LLC History No change 3,336 396 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History Added to 3,138 388 0.0% 0.0% 302 +811 34.85% Q3 2026 Oct 23, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 3,067 379 0.06% 0.06% 304 +76 2.54% Q3 2026 Oct 27, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 3,065 379 0.0% 0.0% 303 0 0.0% Q3 2026 Nov 05, 2026
Larson Financial Group LLC History Added to 3,025 374 0.01% 0.0% 305 +2,127 236.86% Q3 2026 Nov 05, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 3,000 371 0.03% 0.04% 307 -2,000 -40.0% Q3 2026 Nov 02, 2026
COMMERCE BANK History No change 3,126 371 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 12, 2026
AlphaGrep UK Ltd History No change 3,127 371 0.11% 0.11% 308 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 2,888 357 0.03% 0.02% 309 +641 28.53% Q3 2026 Oct 01, 2026
Farther Finance Advisors, LLC History Added to 2,840 351 0.0% 0.0% 310 +862 43.58% Q3 2026 Oct 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 2,829 350 0.0% 0.0% 311 -4,088 -59.1% Q3 2026 Nov 04, 2026
Merit Financial Group, LLC History No change 2,935 349 0.0% 0.0% 312 0 0.0% Q2 2026 Jul 20, 2026
Verity Asset Management, Inc. History No change 2,774 343 0.13% 0.12% 313 0 0.0% Q3 2026 Oct 30, 2026
Ballentine Partners, LLC History No change 2,882 342 0.0% 0.0% 314 0 0.0% Q2 2026 Jul 17, 2026
Maryland State Retirement & Pension System History Added to 2,687 332 0.01% 0.0% 315 +539 25.09% Q3 2026 Nov 05, 2026
Sanctuary Advisors, LLC History No change 2,761 328 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 13, 2026
Venturi Wealth Management, LLC History No change 2,743 326 0.01% 0.01% 317 0 0.0% Q2 2026 Jul 20, 2026
Prosperity Consulting Group, LLC History No change 2,738 325 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 13, 2026
Advisor OS, LLC History Reduced 2,592 320 0.02% 0.02% 319 -460 -15.07% Q3 2026 Nov 03, 2026
Machina Capital S.A.S. History New 2,574 318 0.04% — 320 +2,574 New Q3 2026 Nov 05, 2026
Crossmark Global Holdings, Inc. History Reduced 2,555 316 0.0% 0.0% 321 -125 -4.66% Q3 2026 Oct 21, 2026
Gladstone Institutional Advisory LLC History No change 2,650 315 0.01% 0.01% 322 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History New 2,521 311 0.01% — 323 +2,521 New Q3 2026 Nov 05, 2026
StoneX Group Inc. History New 2,536 310 0.01% — 326 +2,536 New Q3 2026 Nov 03, 2026
TWO SIGMA SECURITIES, LLC History No change 2,613 310 0.03% 0.03% 324 0 0.0% Q2 2026 Aug 14, 2026
Krane Funds Advisors LLC History No change 2,614 310 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 14, 2026
MQS Management LLC History No change 2,585 307 0.37% 0.37% 327 0 0.0% Q2 2026 Aug 07, 2026
Holocene Advisors, LP History No change 2,578 306 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 2,400 285 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 2,375 282 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 11, 2026
Ensign Peak Advisors, Inc History No change 2,340 278 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 14, 2026
TradeLink Capital LLC History No change 2,324 276 2.71% 2.71% 332 0 0.0% Q2 2026 Aug 05, 2026
Blue Trust, Inc. History Reduced 2,184 270 0.0% 0.0% 333 -639 -22.64% Q3 2026 Oct 15, 2026
CHOREO, LLC History Reduced 2,126 263 0.0% 0.0% 334 -100 -4.49% Q3 2026 Oct 28, 2026
Virtu Financial LLC History No change 2,174 259 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Group, LLC History Added to 2,051 253 0.01% 0.01% 336 +307 17.6% Q3 2026 Nov 02, 2026
Kestra Investment Management, LLC History Reduced 2,015 249 0.0% 0.01% 337 -396 -16.42% Q3 2026 Nov 04, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 2,088 248 0.02% 0.02% 338 0 0.0% Q2 2026 Jul 29, 2026
Apollon Wealth Management, LLC History New 1,999 247 0.0% — 339 +1,999 New Q3 2026 Oct 23, 2026
Callan Family Office, LLC History No change 2,072 246 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,053 244 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 2,035 242 0.0% 0.0% 342 0 0.0% Q2 2026 Jul 29, 2026
Camelot Portfolios, LLC History No change 2,000 237 0.17% 0.17% 343 0 0.0% Q2 2026 Jul 17, 2026
Koshinski Asset Management, Inc. History Reduced 1,911 236 0.01% 0.01% 344 -222 -10.41% Q3 2026 Oct 29, 2026
Focus Partners Advisor Solutions, LLC History No change 1,973 234 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 06, 2026
PCM Encore, LLC History No change 1,973 234 0.04% 0.04% 346 0 0.0% Q2 2026 Aug 11, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,967 233 0.0% 0.0% 347 0 0.0% Q2 2026 Sep 23, 2026
MAI Capital Management History No change 1,942 231 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 1,930 229 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 11, 2026
Ausdal Financial Partners, Inc. History No change 1,898 225 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 14, 2026
Interchange Capital Partners, LLC History New 1,817 224 0.04% — 353 +1,817 New Q3 2026 Oct 27, 2026
Parcion Private Wealth LLC History New 1,814 224 0.01% — 352 +1,814 New Q3 2026 Oct 28, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 1,812 224 0.02% 0.02% 351 -46 -2.48% Q3 2026 Oct 23, 2026
Silver Lake Advisory, LLC History Added to 1,810 223 0.08% 0.08% 355 +10 0.56% Q3 2026 Oct 22, 2026
CIBC Asset Management Inc History No change 1,805 223 0.0% 0.0% 354 0 0.0% Q3 2026 Nov 05, 2026
Curated Wealth Partners LLC History New 1,783 220 0.02% — 357 +1,783 New Q3 2026 Oct 15, 2026
Clearbridge Investments, LLC History No change 1,852 220 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 13, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 1,834 218 0.05% 0.05% 358 0 0.0% Q2 2026 Aug 07, 2026
DnB Asset Management AS History No change 1,834 218 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History Added to 1,721 212 0.01% 0.01% 360 +187 12.19% Q3 2026 Oct 08, 2026
Carnegie Investment Counsel History Added to 1,709 211 0.0% 0.0% 361 +14 0.83% Q3 2026 Oct 20, 2026
Optas, LLC History No change 1,781 211 0.03% 0.03% 362 0 0.0% Q2 2026 Jul 21, 2026
Meeder Advisory Services, Inc. History No change 1,752 208 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 07, 2026
Leo Wealth, LLC History New 1,676 207 0.04% — 364 +1,676 New Q3 2026 Oct 26, 2026
Graham Capital Management, L.P. History No change 1,735 206 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History New 1,665 205 0.0% — 366 +1,665 New Q3 2026 Nov 05, 2026
Fifth Third Wealth Advisors LLC History New 1,661 205 0.01% — 367 +1,661 New Q3 2026 Oct 22, 2026
CERTIOR FINANCIAL GROUP, LLC History New 1,656 204 0.11% — 368 +1,656 New Q3 2026 Oct 19, 2026
JMN Financial LLC History No change 1,691 201 0.16% 0.16% 369 0 0.0% Q2 2026 Aug 10, 2026
Nykredit A/S History No change 1,684 200 0.0% 0.0% 370 0 0.0% Q2 2026 Sep 08, 2026
Impact Partnership Wealth, LLC History No change 1,688 200 0.02% 0.02% 371 0 0.0% Q2 2026 Jul 29, 2026
TOMPKINS FINANCIAL CORP History No change 1,600 197 0.01% 0.01% 372 0 0.0% Q3 2026 Oct 05, 2026
KBC Group NV History No change 1,561 193 0.0% 0.0% 373 0 0.0% Q3 2026 Oct 22, 2026
Rockefeller Capital Management L.P. History No change 1,479 175 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 13, 2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD History No change 1,400 166 0.03% 0.03% 375 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History Reduced 1,310 162 0.0% 0.0% 376 -53 -3.89% Q3 2026 Oct 22, 2026
Allworth Financial LP History No change 1,329 158 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 11, 2026
Global Trust Asset Management, LLC History Reduced 1,236 152 0.05% 0.05% 378 -1 -0.08% Q3 2026 Oct 19, 2026
EverSource Wealth Advisors, LLC History Added to 1,224 151 0.0% 0.0% 379 +873 248.72% Q3 2026 Nov 04, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,205 149 0.02% 0.02% 380 0 0.0% Q3 2026 Oct 30, 2026
USA FINANCIAL FORMULAS History New 1,196 147 0.03% — 381 +1,196 New Q3 2026 Oct 16, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,222 145 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History Reduced 1,111 137 0.0% 0.0% 383 -3,295 -74.78% Q3 2026 Nov 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,136 135 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 07, 2026
SJS Investment Consulting Inc. History Added to 1,085 134 0.01% 0.01% 385 +623 134.85% Q3 2026 Oct 26, 2026
UMB Bank, n.a. History No change 1,100 130 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,064 126 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 12, 2026
Parvin Asset Management, LLC History No change 1,050 124 0.1% 0.1% 388 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Wealth Management LLC History No change 1,009 120 0.06% 0.06% 389 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 999 118 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 06, 2026
Quarry LP History No change 922 109 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 900 107 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 06, 2026
Bogart Wealth, LLC History No change 782 93 0.0% 0.0% 393 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 767 91 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 06, 2026
Sawyer & Company, Inc History Reduced 670 82 0.03% 0.06% 395 -715 -51.62% Q3 2026 Oct 21, 2026
IFP Advisors, Inc History Added to 636 78 0.0% 0.0% 396 +535 529.7% Q3 2026 Oct 16, 2026
Root Financial Partners, LLC History New 605 74 0.0% — 397 +605 New Q3 2026 Oct 21, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 552 68 0.02% 0.01% 398 +307 125.31% Q3 2026 Oct 07, 2026
FIRST HORIZON CORP History Reduced 517 63 0.0% 0.0% 399 -95 -15.52% Q3 2026 Oct 26, 2026
BNP Paribas Asset Management Holding S.A. History No change 537 63 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 536 63 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 12, 2026
HM PAYSON & CO History No change 520 61 0.0% 0.0% 402 0 0.0% Q2 2026 Jul 17, 2026
True Wealth Design, LLC History Added to 470 58 0.01% 0.01% 403 +202 75.37% Q3 2026 Oct 13, 2026
CENTRAL TRUST Co History Added to 425 52 0.0% 0.0% 404 +306 257.14% Q3 2026 Nov 05, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 431 51 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 14, 2026
Provenance Wealth Advisors, LLC History New 402 49 0.0% — 406 +402 New Q3 2026 Oct 30, 2026
United Community Bank History New 358 44 0.01% — 407 +358 New Q3 2026 Oct 28, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 323 39 0.0% 0.0% 408 -41 -11.26% Q3 2026 Oct 09, 2026
Parkside Financial Bank & Trust History Added to 323 39 0.0% 0.0% 409 +4 1.25% Q3 2026 Oct 27, 2026
Truvestments Capital LLC History No change 335 39 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 12, 2026
Quantum Portfolio Management LLC History No change 331 39 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 320 38 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History Added to 284 35 0.02% 0.0% 414 +204 255.0% Q3 2026 Oct 14, 2026
WELLINGTON-ALTUS USA INC. History No change 383 35 0.02% 0.02% 413 0 0.0% Q2 2026 Sep 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 290 34 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 276 34 0.0% 0.0% 416 0 0.0% Q3 2026 Oct 09, 2026
Elyxium Wealth, LLC History New 267 33 0.0% — 417 +267 New Q3 2026 Oct 27, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 262 32 0.01% — 419 +262 New Q3 2026 Oct 16, 2026
V-Square Quantitative Management LLC History No change 263 32 0.0% 0.0% 418 0 0.0% Q3 2026 Oct 15, 2026
Geneos Wealth Management Inc. History No change 250 29 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Trust, LLC History No change 218 25 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 06, 2026
Measured Wealth Private Client Group, LLC History No change 215 25 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History Added to 195 24 0.0% 0.0% 423 +178 1047.06% Q3 2026 Oct 21, 2026
DANSKE BANK A/S History No change 200 23 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 10, 2026
HHM Wealth Advisors, LLC History No change 200 23 0.0% 0.0% 425 0 0.0% Q2 2026 Jul 13, 2026
Covestor Ltd History Reduced 161 20 0.01% 0.05% 426 -530 -76.7% Q3 2026 Oct 30, 2026
Quent Capital, LLC History No change 170 20 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 07, 2026
Reyes Financial Architecture, Inc. History New 135 16 0.01% — 428 +135 New Q3 2026 Oct 21, 2026
GoalVest Advisory LLC History New 127 15 0.0% — 429 +127 New Q3 2026 Oct 02, 2026
JPL Wealth Management, LLC History No change 113 13 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 98 12 0.0% 0.0% 431 0 0.0% Q3 2026 Oct 19, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 93 11 0.0% 0.0% 434 -27 -22.5% Q3 2026 Oct 07, 2026
CVA Family Office, LLC History No change 94 11 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Management Group, LLC History No change 95 11 0.0% 0.0% 433 0 0.0% Q3 2026 Oct 19, 2026
Eurizon Capital SGR S.p.A. History No change 100 11 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 29, 2026
Clearstead Advisors, LLC History No change 86 10 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 06, 2026
LRI Investments, LLC History No change 76 9 0.0% 0.0% 437 0 0.0% Q2 2026 Jul 14, 2026
Keating Financial Advisory Services, Inc. History No change 79 9 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History New 67 8 0.0% — 439 +67 New Q3 2026 Oct 27, 2026
MONTAG A & ASSOCIATES INC History New 59 7 0.0% — 445 +59 New Q3 2026 Oct 29, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 64 7 0.0% 0.0% 440 -6 -8.57% Q3 2026 Oct 05, 2026
SBI Securities Co., Ltd. History Added to 64 7 0.0% 0.0% 442 +1 1.59% Q3 2026 Oct 21, 2026
BOK Financial Private Wealth, Inc. History No change 65 7 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 59 7 0.0% 0.0% 443 0 0.0% Q3 2026 Nov 04, 2026
BFC Planning, Inc. History No change 66 7 0.0% 0.0% 444 0 0.0% Q2 2026 Oct 29, 2026
Caldwell Trust Co History New 49 6 0.0% — 451 +49 New Q3 2026 Oct 30, 2026
Physician Wealth Advisors, Inc. History No change 49 6 0.0% 0.0% 446 0 0.0% Q3 2026 Oct 20, 2026
Elevated Capital Advisors, LLC History No change 51 6 0.0% 0.0% 447 0 0.0% Q3 2026 Nov 04, 2026
Sachetta, LLC History No change 55 6 0.0% 0.0% 448 0 0.0% Q2 2026 Jul 15, 2026
Atlantic Edge Private Wealth Management, LLC History No change 50 6 0.0% 0.0% 449 0 0.0% Q3 2026 Oct 20, 2026
Harbor Asset Planning, Inc. History No change 50 6 0.0% 0.0% 450 0 0.0% Q3 2026 Oct 23, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 43 5 0.0% 0.0% 454 +33 330.0% Q3 2026 Oct 27, 2026
Fortitude Family Office, LLC History Added to 44 5 0.0% 0.0% 455 +4 10.0% Q3 2026 Oct 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 43 5 0.0% 0.0% 452 0 0.0% Q3 2026 Nov 04, 2026
Steward Partners Investment Advisory, LLC History No change 46 5 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 13, 2026
UMB Private Wealth Management, LLC History New 33 4 0.0% — 458 +33 New Q3 2026 Oct 19, 2026
FNY Investment Advisers, LLC History Reduced 36 4 0.0% 0.0% 457 -20 -35.71% Q3 2026 Oct 16, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 39 4 0.0% 0.0% 456 0 0.0% Q3 2026 Oct 22, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 29 3 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 30 3 0.0% 0.0% 460 0 0.0% Q3 2026 Nov 03, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 29 3 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 13, 2026
Meriwether Wealth & Planning, LLC History New 22 2 0.0% — 467 +22 New Q3 2026 Oct 13, 2026
Creative Capital Management Investments LLC History Added to 18 2 0.0% 0.0% 464 +3 20.0% Q3 2026 Oct 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 20 2 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 21 2 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 21 2 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 22 2 0.0% 0.0% 466 0 0.0% Q3 2026 Nov 05, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 12 1 0.0% 0.0% 468 0 0.0% Q3 2026 Oct 16, 2026
HORIZON BANCORP INC /IN/ History No change 6 1 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 04, 2026
Manchester Capital Management LLC History No change 9 1 0.0% 0.0% 470 0 0.0% Q3 2026 Oct 22, 2026
Bay Harbor Wealth Management, LLC History No change 11 1 0.0% 0.0% 471 0 0.0% Q3 2026 Nov 03, 2026
DiNuzzo Private Wealth, Inc. History No change 10 1 0.0% 0.0% 472 0 0.0% Q3 2026 Oct 15, 2026
Bruce G. Allen Investments, LLC History No change 11 1 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 31, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 11 1 0.0% 0.0% 474 0 0.0% Q3 2026 Nov 04, 2026
Rialto Wealth Management, LLC History No change 14 1 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 11, 2026
Kilter Group LLC History No change 14 1 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 11, 2026
Ares Financial Consulting, LLC History No change 11 1 0.0% 0.0% 477 0 0.0% Q3 2026 Oct 19, 2026
Cornerstone Financial Management LLC History No change 14 1 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 28, 2026
Total Wealth Planning & Management, Inc. History Closed out 0 0 — 0.74% — -9,200 -100.0% Q3 2026 Oct 23, 2026
REGIONS FINANCIAL CORP History Closed out 0 0 — 0.0% — -3,195 -100.0% Q3 2026 Nov 05, 2026
EQUITABLE TRUST CO History Closed out 0 0 — 0.01% — -3,024 -100.0% Q3 2026 Oct 13, 2026
Atria Investments, Inc History Closed out 0 0 — 0.0% — -2,851 -100.0% Q3 2026 Oct 15, 2026
J. Safra Sarasin Holding AG History Closed out 0 0 — 0.0% — -2,598 -100.0% Q3 2026 Oct 26, 2026
Leonteq Securities AG History Closed out 0 0 — 0.01% — -1,990 -100.0% Q3 2026 Oct 29, 2026
Integrated Advisors Network LLC History Closed out 0 0 — 0.01% — -1,913 -100.0% Q3 2026 Oct 20, 2026
ProShare Advisors LLC History Closed out 0 0 — 0.0% — -1,806 -100.0% Q3 2026 Oct 28, 2026
Destiny Wealth Partners, LLC History Closed out 0 0 — 0.03% — -1,678 -100.0% Q3 2026 Nov 04, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.01% — -1,387 -100.0% Q3 2026 Oct 15, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -323 -100.0% Q3 2026 Oct 28, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — — — -8 -100.0% Q3 2026 Oct 20, 2026
Rakuten Securities, Inc. History Closed out 0 0 — — — -7 -100.0% Q3 2026 Nov 02, 2026
Clark Wealth Partners History New 6 0 — — — +6 New Q3 2026 Oct 16, 2026
NBH Bank History New 6 0 — — — +6 New Q3 2026 Nov 05, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 16, 2026
LANARK FINANCIAL, INC. History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 26, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 29, 2026
Navigoe, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Nov 03, 2026
PRIVATE TRUST CO NA History Reduced 8 0 — 0.0% — -2 -20.0% Q3 2026 Oct 20, 2026
DecisionPoint Financial, LLC History Added to 3 0 — — — +2 200.0% Q3 2026 Oct 27, 2026
MASECO LLP History New 2 0 — — — +2 New Q3 2026 Oct 27, 2026
Activest Wealth Management History Added to 6 0 — — — +1 20.0% Q3 2026 Oct 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
S&T BANK/PA History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
SHP Wealth Management History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Cromwell Holdings LLC History No change 8 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Evolution Advisers, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Millstone Evans Group, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Synergy Investment Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
ROSS\JOHNSON & Associates LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
HFM Investment Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Godfrey Financial Associates, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Hilton Head Capital Partners, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Basecamp Wealth Advisors LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026