N-able, Inc. - NABL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Silver Lake Group, L.L.C. History No change 61,473,869 225,609 4.93% 4.93% 1 0 0.0% Q2 2026 Aug 14, 2026
THOMA BRAVO, L.P. History No change 50,090,643 183,832 2.52% 2.52% 2 0 0.0% Q2 2026 Aug 04, 2026
BlackRock, Inc. History No change 11,733,980 43,063 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History No change 5,064,520 18,587 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,510,843 16,554 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 4,226,862 15,512 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 4,151,792 15,237 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,320,148 12,184 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
AlpInvest Partners B.V. History No change 2,386,000 8,756 14.61% 14.61% 9 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 2,285,876 8,434 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
Dana Investment Advisors, Inc. History No change 2,033,966 7,464 0.19% 0.19% 11 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 1,976,654 7,254 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
Defiance ETFs, LLC History No change 1,788,462 7,010 0.1% 0.1% 13 0 0.0% Q2 2026 Aug 14, 2026
Topline Capital Management, LLC History No change 1,902,005 6,980 1.81% 1.81% 14 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 1,898,352 6,966 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,877,191 6,890 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,863,171 6,837 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 1,849,480 6,787 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 1,788,462 6,563 0.05% 0.05% 19 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,351,895 4,961 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,348,153 4,947 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,295,268 4,753 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
Lexington Partners L.P. History No change 1,239,867 4,550 3.4% 3.4% 23 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 959,212 3,520 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 856,422 3,143 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 843,172 3,094 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 799,956 2,935 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Voss Capital, LP History No change 780,800 2,865 0.13% 0.13% 28 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 778,565 2,857 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 759,962 2,789 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 702,033 2,576 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 699,617 2,567 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 636,594 2,336 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 04, 2026
Invesco Ltd. History No change 600,105 2,202 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Applied Fundamental Research, LLC History No change 577,464 2,119 2.51% 2.51% 35 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 560,693 2,057 0.0% 0.0% 36 0 0.0% Q2 2026 Sep 02, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 528,096 1,938 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 504,102 1,850 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 480,600 1,763 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 419,091 1,538 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 397,145 1,457 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 393,465 1,444 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 06, 2026
D. E. Shaw & Co., Inc. History No change 383,050 1,405 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 380,000 1,394 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Global Advisers, LLC History No change 327,059 1,200 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 308,009 1,130 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 257,477 944 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 257,806 940 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 253,920 931 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 241,616 886 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 229,765 843 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
Pacific Ridge Capital Partners, LLC History No change 213,722 784 0.14% 0.14% 52 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 197,442 724 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 07, 2026
ALLSTATE CORP History No change 180,168 661 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 173,195 635 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 166,856 612 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 11, 2026
EntryPoint Capital, LLC History No change 163,825 601 0.15% 0.15% 57 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 127,313 594 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 156,397 573 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History No change 151,553 556 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 147,958 543 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 132,250 485 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 124,255 456 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 03, 2026
GABELLI FUNDS LLC History No change 116,316 426 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 113,260 415 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 107,053 392 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 07, 2026
CAXTON ASSOCIATES LLP History No change 103,392 379 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 102,993 377 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 100,000 367 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Carlyle Group Inc. History No change 93,732 343 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History No change 89,475 328 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 12, 2026
Graham Capital Management, L.P. History No change 85,853 315 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 76,109 279 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 03, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 75,149 276 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 73,462 269 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 03, 2026
Impact Partnership Wealth, LLC History No change 65,684 241 0.02% 0.02% 76 0 0.0% Q2 2026 Jul 29, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 65,457 240 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 24, 2026
SEI INVESTMENTS CO History No change 63,215 231 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
BRC Group Holdings, Inc. History No change 62,691 230 0.05% 0.05% 79 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 61,894 227 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 61,704 226 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 60,942 223 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 55,562 203 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 52,149 191 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
AXQ CAPITAL, LP History No change 51,711 189 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 49,481 182 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 48,120 176 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 13, 2026
Illinois Municipal Retirement Fund History No change 46,962 172 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 36,609 154 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 15, 2026
MetLife Investment Management, LLC History No change 41,346 151 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 39,107 145 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Y.D. More Investments Ltd History No change 39,629 145 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 39,401 144 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 06, 2026
Quantbot Technologies LP History No change 37,058 136 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 35,558 130 0.0% 0.0% 95 0 0.0% Q2 2026 Sep 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 34,930 128 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 19, 2026
Mariner, LLC History No change 34,502 126 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History No change 33,336 122 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 20, 2026
BARCLAYS PLC History No change 32,971 121 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 33,000 121 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 21, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 32,893 120 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 30,243 110 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 29,693 108 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 29,100 106 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
Verition Fund Management LLC History No change 27,086 99 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 26,527 97 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 26,691 97 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 26,223 96 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 26,079 95 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 06, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 25,490 94 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 07, 2026
Vident Advisory, LLC History No change 24,799 91 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 12, 2026
Teton Advisors, LLC History No change 25,000 91 0.05% 0.05% 112 0 0.0% Q2 2026 Aug 12, 2026
Amundi History No change 23,486 86 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 11, 2026
Aquatic Capital Management LLC History No change 23,313 85 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
McAdam, LLC History No change 22,832 83 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 04, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 22,257 82 0.0% 0.0% 116 0 0.0% Q2 2026 Jul 23, 2026
ROYAL BANK OF CANADA History No change 22,016 80 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 22,000 80 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 21,414 78 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 03, 2026
BANK OF MONTREAL /CAN/ History No change 21,163 77 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 12, 2026
AMALGAMATED BANK History No change 20,077 74 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 23, 2026
Police & Firemen's Retirement System of New Jersey History No change 20,195 74 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 23, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 20,010 73 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 19,293 70 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 10, 2026
IMC-Chicago, LLC History No change 19,300 70 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 06, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 18,600 68 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 16, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 18,465 67 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History No change 18,193 66 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 17,868 65 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 17,590 64 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 17,393 63 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 17,100 62 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 28, 2026
Vanguard Investments Australia, Ltd. History No change 16,998 62 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 16,709 61 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History No change 15,681 57 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History No change 15,500 56 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 12, 2026
Rockbridge Asset Management LLC History No change 14,680 53 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 14,352 52 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 14,350 52 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
GAMCO INVESTORS, INC. ET AL History No change 14,075 51 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
ExodusPoint Capital Management, LP History No change 13,573 49 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
LifePlan Investment Advisors, Inc. History No change 13,492 49 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 11, 2026
R Squared Ltd History No change 12,615 46 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 05, 2026
Zinnia Wealth Advisory, LLC History No change 12,121 44 0.04% 0.04% 144 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 11,859 43 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 11,767 43 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 22, 2026
FMR LLC History No change 11,381 41 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
OXFORD ASSET MANAGEMENT LLP History No change 11,038 40 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 10,897 39 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 30, 2026
ProShare Advisors LLC History No change 10,232 37 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 10,142 37 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 7,482 27 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 6,953 25 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History No change 6,234 22 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 04, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,794 18 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 5,058 18 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 3,517 12 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,852 10 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 07, 2026
BNP Paribas Asset Management Holding S.A. History No change 2,727 10 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 2,445 9 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 07, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 2,300 8 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
Essential Partners LLC History No change 1,908 7 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 1,706 6 0.0% 0.0% 163 0 0.0% Q2 2026 Sep 04, 2026
Sterling Capital Management LLC History No change 1,440 5 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History No change 1,550 5 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 20, 2026
Private Wealth Management Group, LLC History No change 1,213 4 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History Added to 799 3 0.0% — 169 +611 325.0% Q3 2026 Oct 08, 2026
Allworth Financial LP History No change 845 3 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 1,010 3 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 24, 2026
Banque Transatlantique SA History No change 980 3 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 30, 2026
ROTHSCHILD INVESTMENT LLC History No change 554 2 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 676 2 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
Marquette Asset Management, LLC History No change 512 2 0.0% 0.0% 173 0 0.0% Q3 2026 Oct 09, 2026
Optiver Holding B.V. History No change 550 2 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 816 2 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 16, 2026
GAMMA Investing LLC History Reduced 283 1 0.0% 0.0% 181 -224 -44.18% Q3 2026 Oct 08, 2026
Clearstead Advisors, LLC History No change 301 1 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 06, 2026
Avion Wealth History No change 452 1 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 31, 2026
Fortitude Family Office, LLC History No change 454 1 0.0% 0.0% 178 0 0.0% Q2 2026 Jul 20, 2026
Quarry LP History No change 407 1 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
Bare Financial Services, Inc History No change 456 1 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Financial Management LLC History No change 308 1 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 28, 2026
Davis Capital Management History New 6 0 — — — +6 New Q3 2026 Oct 08, 2026
FIRST HORIZON CORP History No change 226 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
JONES FINANCIAL COMPANIES LLLP History No change 198 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 161 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History No change 186 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 42 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Transamerica Financial Advisors, LLC History No change 22 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 81 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Trust Co History No change 56 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
OSAIC HOLDINGS, INC. History No change 208 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 158 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 101 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
SBI Securities Co., Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History No change 63 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Evolution Advisers, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Covestor Ltd History No change 64 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Rialto Wealth Management, LLC History No change 154 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 130 0 — — — 0 0.0% Q2 2026 Aug 14, 2026