NMI Holdings, Inc. - NMIH

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 13,189,334 541,949 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,770,457 178,054 0.03% 0.03% 2 +104,547 2.24% Q3 2026 Nov 04, 2026
STATE STREET CORP History No change 3,478,523 142,932 0.0% 0.0% 3 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,420,198 140,535 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 3,046,624 125,185 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,901,852 119,237 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,110,234 86,724 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 1,883,225 77,382 0.12% 0.12% 8 0 0.0% Q2 2026 Aug 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 1,314,375 54,007 0.15% 0.15% 9 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 1,275,890 52,426 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 1,271,316 52,238 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,208,661 49,663 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,184,503 48,956 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 1,137,279 46,730 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,011,979 41,582 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 977,129 40,150 0.03% 0.03% 16 0 0.0% Q2 2026 Sep 02, 2026
AQR CAPITAL MANAGEMENT LLC History No change 954,073 39,202 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
DONALD SMITH & CO., INC. History No change 882,495 36,261 0.64% 0.64% 18 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 877,573 36,059 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 860,919 35,375 0.33% 0.33% 20 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 832,172 34,193 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 708,850 29,126 0.08% 0.08% 22 0 0.0% Q2 2026 Aug 13, 2026
Clearbridge Investments, LLC History No change 708,685 29,119 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 702,605 28,870 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 670,910 27,567 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 616,768 25,342 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History No change 539,325 22,160 0.0% 0.0% 27 0 0.0% Q2 2026 Sep 02, 2026
Bank of New York Mellon Corp History No change 509,105 20,919 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History No change 506,302 20,803 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
Assenagon Asset Management S.A. History Reduced 537,380 20,055 0.02% 0.03% 30 -142,459 -20.95% Q3 2026 Oct 15, 2026
MILLENNIUM MANAGEMENT LLC History No change 452,967 18,612 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 451,619 18,557 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 450,900 18,527 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 441,838 18,155 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 418,489 17,195 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
WINMILL & CO. INC History No change 396,095 16,275 3.6% 3.6% 36 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 395,346 16,244 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Van Berkom & Associates Inc. History Reduced 434,983 16,234 0.58% 2.46% 38 -1,424,042 -76.6% Q3 2026 Nov 04, 2026
TWO SIGMA INVESTMENTS, LP History No change 375,727 15,438 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
MUHLENKAMP & CO INC History No change 368,558 15,144 4.39% 4.39% 40 0 0.0% Q2 2026 Aug 17, 2026
River Road Asset Management, LLC History No change 358,330 14,723 0.16% 0.16% 41 0 0.0% Q2 2026 Jul 17, 2026
Walleye Capital LLC History No change 351,403 14,439 0.05% 0.05% 42 0 0.0% Q2 2026 Aug 03, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 350,543 14,403 0.04% 0.04% 43 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 341,026 14,012 0.25% 0.25% 44 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 332,963 13,681 0.02% 0.02% 45 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 359,566 13,419 0.01% 0.01% 46 -121,516 -25.26% Q3 2026 Nov 02, 2026
CAPTRUST FINANCIAL ADVISORS History No change 296,480 12,182 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 292,064 12,000 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
First Eagle Investment Management, LLC History No change 288,869 11,869 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 05, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 276,251 11,351 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 12, 2026
Edgestream Partners, L.P. History No change 261,278 10,735 0.32% 0.32% 51 0 0.0% Q2 2026 Aug 11, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 257,250 10,570 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 245,988 10,107 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 241,949 9,942 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 06, 2026
South Dakota Investment Council History No change 241,219 9,912 0.17% 0.17% 55 0 0.0% Q2 2026 Aug 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 223,608 9,188 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 215,188 8,842 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 209,922 8,625 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
Leeward Investments, LLC - MA History Reduced 229,947 8,581 0.43% 0.45% 59 -13,327 -5.48% Q3 2026 Oct 23, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 198,251 8,146 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 198,208 8,145 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
DENALI ADVISORS LLC History No change 198,100 8,139 0.82% 0.82% 62 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History Added to 217,003 8,098 0.0% 0.0% 63 +72,545 50.22% Q3 2026 Nov 02, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 191,498 7,868 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE GROUP LLC History No change 188,936 7,763 0.32% 0.32% 65 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 183,751 7,550 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 180,477 7,415 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 165,648 6,806 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 12, 2026
Dana Investment Advisors, Inc. History No change 164,941 6,777 0.18% 0.18% 69 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 158,688 6,520 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 153,074 6,289 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 11, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 149,295 6,134 0.15% 0.15% 72 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 145,868 5,993 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 145,500 5,978 0.05% 0.05% 74 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 145,258 5,968 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 11, 2026
LAZARD ASSET MANAGEMENT LLC History No change 142,827 5,868 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 138,645 5,696 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 133,590 5,489 0.04% 0.04% 78 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 142,420 5,315 0.09% 0.11% 79 -19,739 -12.17% Q3 2026 Oct 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 126,016 5,177 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 122,693 5,041 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 121,742 5,002 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 119,877 4,925 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 07, 2026
Emerald Investment Advisers, LLC History No change 119,741 4,920 0.33% 0.33% 84 0 0.0% Q2 2026 Aug 12, 2026
ALGERT GLOBAL LLC History No change 111,803 4,593 0.05% 0.05% 85 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 106,629 4,381 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 115,820 4,322 0.01% 0.01% 87 +11,000 10.49% Q3 2026 Oct 22, 2026
UBS Group AG History No change 100,321 4,122 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 99,744 4,099 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 97,839 4,020 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 11, 2026
Trexquant Investment LP History No change 90,464 3,717 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 89,358 3,671 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 05, 2026
Amundi History No change 87,843 3,609 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History No change 87,082 3,578 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 86,341 3,547 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 92,595 3,473 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 83,527 3,432 0.0% 0.0% 97 0 0.0% Q2 2026 Jul 29, 2026
Ellis Investment Partners, LLC History Reduced 87,690 3,272 0.49% 0.55% 98 -1,381 -1.55% Q3 2026 Oct 21, 2026
Cresset Asset Management, LLC History No change 79,118 3,250 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 86,200 3,216 0.11% 0.11% 100 0 0.0% Q3 2026 Oct 21, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 74,082 3,044 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 68,053 2,796 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 07, 2026
CWA Asset Management Group, LLC History Added to 70,590 2,634 0.08% 0.08% 103 +5,851 9.04% Q3 2026 Oct 19, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 63,995 2,629 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Holdings, LLC History No change 62,842 2,582 0.8% 0.8% 105 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 61,838 2,540 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 61,557 2,529 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History Reduced 67,597 2,522 0.0% 0.01% 108 -50,470 -42.75% Q3 2026 Oct 21, 2026
CANADA LIFE ASSURANCE Co History No change 60,024 2,466 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History Added to 65,696 2,451 0.05% 0.01% 110 +55,171 524.19% Q3 2026 Oct 16, 2026
Horizon Investments, LLC History No change 58,835 2,417 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 57,663 2,369 0.0% 0.0% 112 0 0.0% Q2 2026 Sep 23, 2026
Vanguard Global Advisers, LLC History No change 57,532 2,363 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 55,584 2,283 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 54,586 2,242 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
OSSIAM History No change 53,900 2,214 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 52,507 2,157 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 10, 2026
Elo Mutual Pension Insurance Co History No change 52,324 2,149 0.03% 0.03% 118 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 52,200 2,144 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 12, 2026
Polaris Capital Management, LLC History No change 55,700 2,078 0.22% 0.22% 120 0 0.0% Q3 2026 Oct 21, 2026
HSBC HOLDINGS PLC History No change 46,427 1,921 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 45,580 1,872 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
Moran Wealth Management, LLC History Reduced 49,885 1,861 0.05% 0.06% 123 -132 -0.26% Q3 2026 Oct 22, 2026
MetLife Investment Management, LLC History No change 44,747 1,838 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 44,677 1,835 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 42,354 1,740 0.03% 0.03% 126 0 0.0% Q2 2026 Jul 17, 2026
NATIXIS ADVISORS, LLC History No change 42,163 1,732 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 41,621 1,710 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 41,375 1,700 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
Polymer Capital Management (US) LLC History No change 39,799 1,635 0.22% 0.22% 130 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 39,706 1,631 0.06% 0.06% 131 0 0.0% Q2 2026 Aug 12, 2026
VIRTUS ADVISERS, LLC History No change 39,557 1,625 0.62% 0.62% 132 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 37,790 1,552 0.0% 0.0% 133 0 0.0% Q2 2026 Sep 09, 2026
Jefferies Financial Group Inc. History No change 36,720 1,508 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 35,408 1,454 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History Added to 38,958 1,453 0.02% 0.02% 136 +1 0.0% Q3 2026 Nov 05, 2026
Jupiter Topco LLC History No change 35,174 1,445 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 35,480 1,440 0.0% 0.0% 138 +7,520 26.9% Q3 2026 Oct 13, 2026
State of Tennessee, Department of Treasury History No change 34,912 1,434 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Davidson Capital Management Inc. History Added to 34,516 1,288 0.21% 0.22% 140 +748 2.22% Q3 2026 Oct 15, 2026
Financial Strategies Group, Inc. History No change 29,558 1,237 0.2% 0.2% 141 0 0.0% Q2 2026 Aug 10, 2026
Louisiana State Employees Retirement System History Reduced 32,000 1,194 0.02% 0.02% 142 -1,300 -3.9% Q3 2026 Oct 20, 2026
Summit Global Investments History Added to 31,858 1,189 0.06% 0.06% 143 +3,921 14.04% Q3 2026 Oct 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 28,718 1,180 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 19, 2026
Vise Technologies, Inc. History Added to 30,740 1,147 0.01% 0.01% 145 +14,816 93.04% Q3 2026 Oct 28, 2026
Holocene Advisors, LP History No change 27,178 1,116 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
TEALWOOD ASSET MANAGEMENT INC History Reduced 29,736 1,110 0.44% 0.48% 147 -488 -1.61% Q3 2026 Oct 13, 2026
Headlands Technologies LLC History No change 26,359 1,083 0.11% 0.11% 148 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 25,351 1,041 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
WINTON GROUP Ltd History No change 24,747 1,016 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 07, 2026
State of New Jersey Common Pension Fund D History Reduced 27,022 1,008 0.0% 0.0% 151 -6,663 -19.78% Q3 2026 Nov 05, 2026
Engineers Gate Manager LP History No change 24,432 1,003 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History No change 24,339 1,000 0.03% 0.03% 153 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 24,164 992 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
Handelsbanken Fonder AB History No change 23,900 982 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 10, 2026
Legend Financial Advisors, Inc. History No change 23,740 975 0.55% 0.55% 156 0 0.0% Q2 2026 Jul 20, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 23,437 963 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 22,679 931 0.01% 0.01% 158 0 0.0% Q2 2026 Jul 23, 2026
XTX Topco Ltd History No change 22,272 915 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 24,386 910 0.0% 0.01% 160 -6,650 -21.43% Q3 2026 Oct 28, 2026
Freestone Grove Partners LP History No change 21,150 869 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
Ellsworth Advisors, LLC History New 23,129 863 0.14% — 162 +23,129 New Q3 2026 Oct 15, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 20,991 862 0.05% 0.05% 163 0 0.0% Q2 2026 Aug 12, 2026
Voleon Capital Management LP History No change 20,957 861 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 14, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 20,858 857 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 17, 2026
Unison Advisors LLC History No change 22,757 849 0.06% 0.07% 166 0 0.0% Q3 2026 Oct 28, 2026
Schonfeld Strategic Advisors LLC History No change 20,619 847 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 20,341 835 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Investments Australia, Ltd. History No change 20,060 824 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Reduced 22,015 821 0.0% 0.0% 170 -55,585 -71.63% Q3 2026 Nov 04, 2026
ISTHMUS PARTNERS, LLC History No change 22,000 821 0.08% 0.09% 171 0 0.0% Q3 2026 Oct 21, 2026
Steadtrust LLC History No change 20,000 821 0.42% 0.42% 172 0 0.0% Q2 2026 Jul 09, 2026
Arizona State Retirement System History Added to 21,398 798 0.0% 0.0% 173 +384 1.83% Q3 2026 Nov 03, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 19,225 790 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 18,951 778 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History Added to 19,447 769 0.0% 0.0% 176 +9,778 101.13% Q3 2026 Oct 27, 2026
ALLSTATE CORP History No change 18,161 746 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 18,050 741 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 19,761 737 0.01% 0.01% 179 -555 -2.73% Q3 2026 Oct 22, 2026
Entropy Technologies, LP History No change 17,857 733 0.03% 0.03% 180 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History Reduced 19,544 729 0.01% 0.01% 181 -889 -4.35% Q3 2026 Oct 23, 2026
TD ASSET MANAGEMENT INC History No change 17,700 727 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 04, 2026
Achmea Investment Management B.V. History New 19,056 711 0.01% — 183 +19,056 New Q3 2026 Oct 30, 2026
NFC Investments, LLC History No change 16,620 683 0.17% 0.17% 184 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 17,722 661 0.0% 0.0% 185 -294 -1.63% Q3 2026 Nov 03, 2026
GLENMEDE TRUST CO NA History No change 15,877 652 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 10, 2026
Inspire Investing, LLC History Added to 16,862 629 0.03% 0.03% 188 +425 2.59% Q3 2026 Oct 22, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 16,867 629 0.01% 0.01% 187 -400 -2.32% Q3 2026 Oct 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 16,182 603 0.01% 0.01% 190 +473 3.01% Q3 2026 Oct 23, 2026
STIFEL FINANCIAL CORP History No change 14,681 603 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 14,562 598 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 10, 2026
Pathstone Holdings, LLC History No change 14,128 580 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History Reduced 15,538 579 0.01% 0.01% 193 -12,929 -45.42% Q3 2026 Oct 15, 2026
STRS OHIO History New 15,500 578 0.0% — 194 +15,500 New Q3 2026 Oct 30, 2026
US BANCORP \DE\ History No change 14,052 577 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 14,341 567 0.02% 0.02% 196 -74 -0.51% Q3 2026 Oct 20, 2026
Odyssean, LLC History No change 13,780 566 0.09% 0.09% 197 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 13,662 561 0.0% 0.0% 198 0 0.0% Q2 2026 Oct 27, 2026
SG Americas Securities, LLC History No change 13,405 551 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 07, 2026
Daiwa Securities Group Inc. History Reduced 14,600 544 0.0% 0.0% 200 -10,700 -42.29% Q3 2026 Oct 29, 2026
EntryPoint Capital, LLC History No change 13,160 540 0.13% 0.13% 201 0 0.0% Q2 2026 Aug 13, 2026
Keebeck Wealth Management History No change 13,091 537 0.05% 0.05% 202 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Personalized Indexing Management, LLC History No change 12,736 523 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 13,306 496 0.0% 0.01% 204 -14,200 -51.63% Q3 2026 Oct 28, 2026
Allspring Global Investments Holdings, LLC History Added to 12,790 487 0.0% 0.0% 205 +570 4.66% Q3 2026 Nov 04, 2026
AVIVA PLC History No change 11,668 479 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 13, 2026
GUGGENHEIM CAPITAL LLC History No change 11,644 478 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 12, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 11,622 477 0.08% 0.08% 208 0 0.0% Q2 2026 Aug 04, 2026
Corient Private Wealth LP History No change 11,489 472 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 27, 2026
Pictet Asset Management Holding SA History Reduced 12,551 468 0.0% 0.0% 210 -785 -5.89% Q3 2026 Nov 03, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 12,216 455 0.01% 0.0% 211 +2,289 23.06% Q3 2026 Oct 23, 2026
Maryland State Retirement & Pension System History No change 11,038 453 0.01% 0.01% 212 0 0.0% Q2 2026 Jul 30, 2026
MACKENZIE FINANCIAL CORP History No change 11,446 427 0.0% 0.0% 213 0 0.0% Q3 2026 Nov 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10,302 423 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History Added to 11,306 421 0.01% 0.0% 215 +9,756 629.42% Q3 2026 Oct 22, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 10,204 419 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 9,568 393 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 06, 2026
ProShare Advisors LLC History Reduced 10,524 392 0.0% 0.0% 218 -430 -3.93% Q3 2026 Oct 28, 2026
Graham Capital Management, L.P. History No change 9,273 381 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History Added to 9,690 361 0.0% 0.0% 220 +4,461 85.31% Q3 2026 Nov 03, 2026
BANK OF MONTREAL /CAN/ History No change 8,768 360 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 12, 2026
Vestcor Inc History No change 8,445 347 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 11, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History Added to 9,262 345 0.05% 0.05% 223 +113 1.24% Q3 2026 Oct 28, 2026
HB Wealth Management, LLC History New 9,079 338 0.0% — 224 +9,079 New Q3 2026 Oct 23, 2026
R Squared Ltd History No change 8,160 335 0.18% 0.18% 225 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 8,218 333 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History Added to 8,762 326 0.01% 0.01% 227 +1,637 22.98% Q3 2026 Nov 03, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 8,583 320 0.0% 0.0% 228 -118 -1.36% Q3 2026 Oct 23, 2026
CENTAURUS FINANCIAL, INC. History No change 7,540 310 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 17, 2026
JANE STREET GROUP, LLC History No change 7,500 308 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 7,393 304 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 05, 2026
Cetera Investment Advisers History No change 7,152 293 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 7,111 292 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 05, 2026
Atria Investments, Inc History New 7,770 289 0.0% — 234 +7,770 New Q3 2026 Oct 15, 2026
Ameritas Investment Partners, Inc. History No change 6,978 286 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Reduced 7,482 279 0.0% 0.0% 236 -243 -3.15% Q3 2026 Nov 03, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 7,176 267 0.0% 0.0% 237 -5,100 -41.54% Q3 2026 Oct 29, 2026
DRW Securities, LLC History No change 6,472 265 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 6,334 260 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 6,324 259 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 20, 2026
Savant Capital, LLC History No change 6,361 250 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 10, 2026
AXQ CAPITAL, LP History No change 5,949 244 0.03% 0.03% 242 0 0.0% Q2 2026 Aug 06, 2026
Counterpoint Mutual Funds LLC History New 6,206 231 0.02% — 243 +6,206 New Q3 2026 Oct 16, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 5,950 222 0.02% 0.02% 244 +183 3.17% Q3 2026 Nov 03, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 5,894 219 0.0% 0.0% 245 +1,825 44.85% Q3 2026 Oct 20, 2026
Ensign Peak Advisors, Inc History No change 5,273 216 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 14, 2026
BAILARD, INC. History No change 5,700 212 0.0% 0.0% 247 0 0.0% Q3 2026 Oct 13, 2026
Chicago Partners Investment Group LLC History New 4,974 211 0.0% — 248 +4,974 New Q3 2026 Oct 26, 2026
Arax Advisory Partners History No change 5,094 209 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 10, 2026
PROFUND ADVISORS LLC History Reduced 5,600 208 0.01% 0.01% 250 -1,395 -19.94% Q3 2026 Oct 28, 2026
Crossmark Global Holdings, Inc. History Reduced 5,490 204 0.0% 0.0% 251 -157 -2.78% Q3 2026 Oct 21, 2026
Ethic Inc. History New 5,444 203 0.0% — 252 +5,444 New Q3 2026 Nov 03, 2026
State of Wyoming History Added to 4,332 161 0.01% 0.01% 253 +802 22.72% Q3 2026 Oct 28, 2026
Tower Research Capital LLC (TRC) History No change 3,818 156 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,793 155 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 24, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 4,000 149 0.02% 0.02% 256 0 0.0% Q3 2026 Oct 14, 2026
New Age Alpha Advisors, LLC History No change 3,195 131 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 3,343 124 0.0% 0.0% 258 +354 11.84% Q3 2026 Oct 08, 2026
KBC Group NV History No change 2,615 98 0.0% 0.0% 259 0 0.0% Q3 2026 Oct 22, 2026
Smithfield Trust Co History No change 2,354 96 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 2,296 94 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 2,245 92 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 2,184 89 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History Added to 2,251 84 0.0% 0.0% 264 +1,009 81.24% Q3 2026 Oct 23, 2026
OSAIC HOLDINGS, INC. History No change 2,029 83 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 1,979 81 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 12, 2026
Amova Asset Management Americas, Inc. History No change 1,876 77 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History Added to 2,044 76 0.0% 0.0% 268 +482 30.86% Q3 2026 Oct 15, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,879 70 0.0% 0.0% 269 0 0.0% Q3 2026 Oct 28, 2026
Global Retirement Partners, LLC History No change 1,644 67 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 06, 2026
BI Asset Management Fondsmaeglerselskab A/S History New 1,711 64 0.0% — 271 +1,711 New Q3 2026 Oct 22, 2026
Farther Finance Advisors, LLC History Added to 1,670 62 0.0% 0.0% 272 +588 54.34% Q3 2026 Oct 08, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,472 60 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 1,604 59 0.01% 0.01% 275 -1 -0.06% Q3 2026 Oct 27, 2026
FEDERATED HERMES, INC. History No change 1,447 59 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 12, 2026
Lavaca Capital LLC History No change 1,400 57 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History Added to 1,425 53 0.0% 0.0% 279 +63 4.63% Q3 2026 Nov 04, 2026
FINANCIAL CONSULATE, INC History Added to 1,430 53 0.01% 0.01% 278 +5 0.35% Q3 2026 Oct 23, 2026
BESSEMER GROUP INC History No change 1,285 53 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History Reduced 1,417 52 0.03% 0.04% 280 -184 -11.49% Q3 2026 Oct 30, 2026
IFP Advisors, Inc History Added to 1,119 41 0.0% 0.0% 281 +61 5.77% Q3 2026 Oct 16, 2026
Essential Partners LLC History Added to 1,032 38 0.02% 0.02% 282 +12 1.18% Q3 2026 Oct 14, 2026
SJS Investment Consulting Inc. History Added to 983 36 0.0% 0.0% 284 +758 336.89% Q3 2026 Oct 26, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 883 36 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 923 34 0.0% 0.0% 285 +200 27.66% Q3 2026 Oct 22, 2026
Pacer Advisors, Inc. History No change 808 33 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 13, 2026
Nykredit A/S History No change 754 30 0.0% 0.0% 287 0 0.0% Q2 2026 Sep 08, 2026
Optiver Holding B.V. History No change 683 28 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 661 27 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 06, 2026
Root Financial Partners, LLC History New 694 25 0.0% — 291 +694 New Q3 2026 Oct 21, 2026
Salomon & Ludwin, LLC History No change 680 25 0.0% 0.0% 290 0 0.0% Q3 2026 Oct 29, 2026
Kemnay Advisory Services Inc. History No change 527 21 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 492 20 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 27, 2026
UMB Bank, n.a. History No change 462 18 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 13, 2026
Mountain Hill Investment Partners Corp. History No change 500 18 0.01% 0.01% 295 0 0.0% Q3 2026 Oct 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 424 17 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History No change 413 16 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History No change 335 12 0.0% 0.0% 298 0 0.0% Q3 2026 Nov 05, 2026
PRIVATE TRUST CO NA History Added to 296 11 0.0% 0.0% 299 +62 26.5% Q3 2026 Oct 20, 2026
Parkside Financial Bank & Trust History Added to 295 11 0.0% 0.0% 300 +61 26.07% Q3 2026 Oct 27, 2026
Versant Capital Management, Inc History No change 314 11 0.0% 0.0% 301 0 0.0% Q3 2026 Oct 01, 2026
Basecamp Wealth Advisors LLC History No change 280 11 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
Bare Financial Services, Inc History Added to 285 10 0.0% 0.0% 304 +48 20.25% Q3 2026 Nov 04, 2026
Bell Investment Advisors, Inc History No change 269 10 0.0% 0.0% 303 0 0.0% Q3 2026 Oct 28, 2026
Parallel Advisors, LLC History No change 267 9 0.0% 0.0% 305 0 0.0% Q3 2026 Nov 03, 2026
Neo Ivy Capital Management History No change 235 9 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 14, 2026
Provenance Wealth Advisors, LLC History New 239 8 0.0% — 308 +239 New Q3 2026 Oct 30, 2026
Transamerica Financial Advisors, LLC History No change 211 8 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History No change 199 7 0.0% 0.0% 309 0 0.0% Q3 2026 Oct 02, 2026
SBI Securities Co., Ltd. History No change 201 7 0.0% 0.0% 310 0 0.0% Q3 2026 Oct 21, 2026
Steward Partners Investment Advisory, LLC History No change 157 6 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 157 6 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 156 6 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 137 5 0.0% 0.0% 315 -1 -0.72% Q3 2026 Nov 03, 2026
BROWN BROTHERS HARRIMAN & CO History No change 143 5 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 145 5 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 11, 2026
GROUP ONE TRADING LLC History No change 100 4 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 119 4 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 12, 2026
Cedar Mountain Advisors, LLC History No change 116 4 0.0% 0.0% 319 0 0.0% Q3 2026 Oct 15, 2026
LRI Investments, LLC History No change 107 4 0.0% 0.0% 320 0 0.0% Q2 2026 Jul 14, 2026
Persistent Asset Partners Ltd History No change 98 4 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 06, 2026
True Wealth Design, LLC History Added to 90 3 0.0% 0.0% 325 +47 109.3% Q3 2026 Oct 13, 2026
Fortitude Family Office, LLC History Added to 91 3 0.0% 0.0% 324 +12 15.19% Q3 2026 Oct 14, 2026
MassMutual Private Wealth & Trust, FSB History No change 102 3 0.0% 0.0% 322 0 0.0% Q3 2026 Oct 05, 2026
Manchester Capital Management LLC History No change 90 3 0.0% 0.0% 323 0 0.0% Q3 2026 Oct 22, 2026
SIMPLEX TRADING, LLC History Reduced 54 2 0.0% 0.0% 327 -229 -80.92% Q3 2026 Nov 04, 2026
Ascentis Wealth Management, LLC History New 57 2 0.0% — 333 +57 New Q3 2026 Nov 03, 2026
UMB Private Wealth Management, LLC History New 56 2 0.0% — 334 +56 New Q3 2026 Oct 19, 2026
Creative Capital Management Investments LLC History Added to 71 2 0.0% 0.0% 330 +37 108.82% Q3 2026 Oct 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 75 2 0.0% 0.0% 326 +30 66.67% Q3 2026 Oct 22, 2026
Bogart Wealth, LLC History No change 52 2 0.0% 0.0% 328 0 0.0% Q2 2026 Jul 24, 2026
Larson Financial Group LLC History No change 60 2 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 14, 2026
Valued Wealth Advisors LLC History No change 67 2 0.0% 0.0% 331 0 0.0% Q2 2026 Jul 20, 2026
Kilter Group LLC History No change 52 2 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 31 1 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 06, 2026
Prestige Wealth Management Group LLC History No change 28 1 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 27 1 0.0% 0.0% 337 0 0.0% Q3 2026 Oct 20, 2026
High Note Wealth, LLC History No change 42 1 0.0% 0.0% 338 0 0.0% Q3 2026 Oct 27, 2026
Quarry LP History No change 43 1 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 29 1 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History No change 42 1 0.0% 0.0% 341 0 0.0% Q3 2026 Oct 19, 2026
Westfuller Advisors, LLC History No change 39 1 0.0% 0.0% 342 0 0.0% Q2 2026 Jul 29, 2026
Rossby Financial, LCC History No change 48 1 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 04, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Closed out 0 0 — 0.05% — -7,439 -100.0% Q3 2026 Oct 13, 2026
Abel Hall, LLC History Closed out 0 0 — 0.04% — -5,047 -100.0% Q3 2026 Oct 19, 2026
Capital Advisors, Ltd. LLC History Closed out 0 0 — 0.0% — -565 -100.0% Q3 2026 Oct 27, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -47 -100.0% Q3 2026 Oct 07, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — — — -18 -100.0% Q3 2026 Oct 16, 2026
VALLEY NATIONAL ADVISERS INC History New 15 0 — — — +15 New Q3 2026 Oct 23, 2026
GK Wealth Management LLC History New 12 0 — — — +12 New Q3 2026 Oct 09, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -10 -100.0% Q3 2026 Nov 04, 2026
Navigoe, LLC History Closed out 0 0 — — — -8 -100.0% Q3 2026 Nov 03, 2026
Bay Harbor Wealth Management, LLC History Added to 20 0 — — — +5 33.33% Q3 2026 Nov 03, 2026
DecisionPoint Financial, LLC History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 27, 2026
WPG Advisers, LLC History Reduced 17 0 — — — -1 -5.56% Q3 2026 Oct 27, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 29, 2026
HARBOUR INVESTMENTS, INC. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Marquette Asset Management, LLC History No change 18 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
GHP Investment Advisors, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Davis Capital Management History No change 4 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Continuum Advisory, LLC History No change 24 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
CoreCap Advisors, LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Evolution Advisers, Inc. History No change 12 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Abound Wealth Management History No change 6 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
DiNuzzo Private Wealth, Inc. History No change 21 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Ankerstar Wealth, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
Rialto Wealth Management, LLC History No change 24 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
HFM Investment Advisors, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Silver Grove Financial Group, Inc. History No change 25 0 — 0.0% — 0 0.0% Q3 2026 Nov 05, 2026