NATIONAL PRESTO INDUSTRIES INC - NPK

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
BlackRock, Inc. History No change 977,724 122,205 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 466,124 58,260 0.0% 0.0% 2 0 0.0% Q2 2026 Sep 22, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 311,204 46,107 0.01% 0.01% 3 -4,590 -1.45% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 224,893 28,109 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
Medina Value Partners, LLC History No change 173,578 21,695 4.25% 4.25% 5 0 0.0% Q2 2026 Aug 14, 2026
ADVISORY RESEARCH INC History No change 161,764 20,218 2.02% 2.02% 6 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 150,851 18,858 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 123,800 15,473 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 13, 2026
J. Goldman & Co LP History No change 123,182 15,396 0.4% 0.4% 9 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 104,632 13,077 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
GAMCO INVESTORS, INC. ET AL History No change 87,630 10,952 0.1% 0.1% 11 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 80,161 10,019 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 74,636 9,328 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 66,746 8,342 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 64,730 8,035 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 60,090 7,510 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 06, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 56,655 7,081 0.13% 0.13% 17 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 52,778 6,596 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 51,601 6,449 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 44,139 5,516 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 38,495 4,811 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 36,552 4,568 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
STEEL PARTNERS HOLDINGS L.P. History No change 36,469 4,558 5.84% 5.84% 23 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD FIDUCIARY TRUST CO History No change 35,907 4,488 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Topline Capital Management, LLC History No change 32,282 4,034 1.05% 1.05% 25 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 30,383 3,797 0.34% 0.34% 26 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 24,696 3,658 0.0% 0.0% 27 -1,029 -4.0% Q3 2026 Nov 02, 2026
MARTIN & CO INC /TN/ History No change 29,138 3,641 0.57% 0.57% 28 0 0.0% Q2 2026 Aug 12, 2026
GABELLI FUNDS LLC History No change 25,452 3,181 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 25,141 3,142 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 24,363 3,045 0.0% 0.0% 31 0 0.0% Q2 2026 Sep 02, 2026
Trexquant Investment LP History No change 22,629 2,828 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 14, 2026
Uncommon Cents Investing Inc History Reduced 18,855 2,793 0.61% 0.51% 33 -125 -0.66% Q3 2026 Oct 20, 2026
Jump Financial, LLC History No change 20,602 2,575 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 18,539 2,317 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 18,255 2,281 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 16,100 2,012 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 14,905 1,862 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 14,187 1,773 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 13,965 1,745 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History Added to 11,416 1,691 0.0% 0.0% 41 +6,129 115.93% Q3 2026 Nov 04, 2026
Point72 Asset Management, L.P. History No change 13,477 1,684 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 13,341 1,667 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 11,907 1,488 0.04% 0.04% 44 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 11,750 1,468 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
ExodusPoint Capital Management, LP History No change 11,140 1,392 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 11,110 1,388 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
SEGALL BRYANT & HAMILL, LLC History No change 10,966 1,370 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 10,085 1,260 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 9,700 1,212 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 7,130 1,056 0.0% 0.0% 51 -424 -5.61% Q3 2026 Oct 22, 2026
Aristides Capital LLC History No change 8,371 1,046 0.2% 0.2% 52 0 0.0% Q2 2026 Aug 13, 2026
Claret Asset Management Corp History No change 8,195 1,024 0.11% 0.11% 53 0 0.0% Q2 2026 Jul 27, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 6,820 1,010 0.02% 0.04% 54 -9,976 -59.4% Q3 2026 Oct 16, 2026
STRS OHIO History New 6,800 1,007 0.0% — 55 +6,800 New Q3 2026 Oct 30, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 8,022 1,002 0.13% 0.13% 56 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 7,428 928 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 6,257 927 0.0% 0.0% 58 +210 3.47% Q3 2026 Nov 02, 2026
Squarepoint Ops LLC History No change 7,211 901 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 6,845 856 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 6,722 840 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 6,512 813 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 6,425 803 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 6,046 755 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 6,000 749 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 5,695 711 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,648 705 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 4,892 670 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 5,296 661 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 24, 2026
Dynamic Technology Lab Private Ltd History No change 5,265 658 0.15% 0.15% 70 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 5,132 641 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 5,040 630 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 4,932 616 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
Meixler Investment Management, Ltd. History Reduced 4,130 611 0.33% 0.36% 74 -1,057 -20.38% Q3 2026 Nov 03, 2026
GSA CAPITAL PARTNERS LLP History No change 4,774 597 0.04% 0.04% 75 0 0.0% Q2 2026 Aug 06, 2026
GUGGENHEIM CAPITAL LLC History No change 4,545 568 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History No change 4,144 517 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,450 511 0.01% 0.01% 78 0 0.0% Q3 2026 Oct 23, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 3,825 478 0.08% 0.08% 79 0 0.0% Q2 2026 Aug 12, 2026
Advisors Asset Management, Inc. History No change 3,749 468 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
GC Wealth Management RIA, LLC History Reduced 3,022 447 0.02% 0.02% 81 -11 -0.36% Q3 2026 Nov 02, 2026
SageView Advisory Group, LLC History No change 3,567 445 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 3,545 443 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 3,510 438 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 3,481 435 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 3,275 409 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 06, 2026
SYON CAPITAL LLC History No change 3,158 394 0.02% 0.02% 87 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 3,119 389 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 3,004 375 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 12, 2026
EntryPoint Capital, LLC History No change 2,934 366 0.09% 0.09% 90 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 2,901 362 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History No change 2,847 355 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
Louisiana State Employees Retirement System History Reduced 2,200 325 0.0% 0.0% 93 -100 -4.35% Q3 2026 Oct 20, 2026
Vanguard Personalized Indexing Management, LLC History No change 2,545 318 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 2,536 316 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Fortis Group Advisors, LLC History No change 2,529 316 0.05% 0.05% 96 0 0.0% Q2 2026 Jul 24, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 2,510 313 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 2,400 299 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 2,344 292 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 29, 2026
Jupiter Topco LLC History No change 2,329 290 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 2,183 272 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History Added to 1,774 262 0.0% 0.0% 102 +22 1.26% Q3 2026 Oct 15, 2026
Jain Global LLC History No change 2,100 262 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 1,984 260 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 10, 2026
Engineers Gate Manager LP History No change 1,850 231 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 1,810 226 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 1,790 223 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 23, 2026
Sanctuary Advisors, LLC History No change 1,769 221 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 1,688 210 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History New 1,372 203 0.0% — 110 +1,372 New Q3 2026 Oct 23, 2026
Arizona State Retirement System History New 1,363 201 0.0% — 111 +1,363 New Q3 2026 Nov 03, 2026
Vanguard Investments Australia, Ltd. History No change 1,496 186 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 1,398 174 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History Reduced 1,164 172 0.0% 0.0% 114 -966 -45.35% Q3 2026 Oct 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 1,319 164 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 1,104 163 0.0% 0.0% 116 -100 -8.31% Q3 2026 Oct 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,266 158 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 1,000 148 0.0% 0.0% 118 0 0.0% Q3 2026 Oct 23, 2026
State of Tennessee, Department of Treasury History No change 1,163 145 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Ensign Peak Advisors, Inc History No change 1,143 142 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 1,027 128 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,006 125 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 982 122 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 815 120 0.0% 0.0% 124 +58 7.66% Q3 2026 Oct 20, 2026
Central Pacific Bank - Trust Division History Reduced 800 118 0.01% 0.01% 126 -200 -20.0% Q3 2026 Oct 05, 2026
NFSG Corp History No change 800 118 0.01% 0.01% 125 0 0.0% Q3 2026 Oct 15, 2026
FMR LLC History No change 920 114 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 617 91 0.0% 0.0% 128 0 0.0% Q3 2026 Nov 03, 2026
GAMMA Investing LLC History Added to 517 76 0.0% 0.0% 129 +115 28.61% Q3 2026 Oct 08, 2026
Ameritas Investment Partners, Inc. History No change 435 54 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 413 51 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History No change 322 48 0.0% 0.0% 132 0 0.0% Q3 2026 Oct 22, 2026
Tower Research Capital LLC (TRC) History No change 371 46 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 11, 2026
Operose Advisors LLC History No change 366 45 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 293 36 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History No change 274 34 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Trust Co History No change 200 29 0.0% 0.0% 137 0 0.0% Q3 2026 Oct 30, 2026
OSAIC HOLDINGS, INC. History No change 209 26 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 165 24 0.0% 0.0% 139 +9 5.77% Q3 2026 Oct 27, 2026
AMERIFLEX GROUP, INC. History No change 200 24 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 150 22 0.0% 0.0% 141 0 0.0% Q3 2026 Nov 03, 2026
Sterling Capital Management LLC History Added to 131 19 0.0% 0.0% 142 +52 65.82% Q3 2026 Oct 22, 2026
SIGNATUREFD, LLC History No change 119 17 0.0% 0.0% 143 0 0.0% Q3 2026 Oct 23, 2026
Salomon & Ludwin, LLC History Reduced 101 14 0.0% 0.0% 144 -10 -9.01% Q3 2026 Oct 29, 2026
MATHER GROUP, LLC. History New 93 13 0.0% — 145 +93 New Q3 2026 Oct 14, 2026
FIRST HORIZON CORP History No change 85 12 0.0% 0.0% 146 0 0.0% Q3 2026 Oct 26, 2026
HARBOUR INVESTMENTS, INC. History No change 100 12 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 77 11 0.0% 0.0% 148 -14 -15.38% Q3 2026 Oct 05, 2026
Smartleaf Asset Management LLC History No change 95 11 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 79 10 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 86 10 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 10, 2026
Godfrey Financial Associates, Inc. History No change 87 10 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 11, 2026
Ares Financial Consulting, LLC History No change 71 10 0.01% 0.01% 153 0 0.0% Q3 2026 Oct 19, 2026
Federation des caisses Desjardins du Quebec History No change 60 7 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 44 5 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 33 4 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 07, 2026
Versant Capital Management, Inc History Added to 23 3 0.0% 0.0% 157 +8 53.33% Q3 2026 Oct 01, 2026
SBI Securities Co., Ltd. History No change 26 3 0.0% 0.0% 158 0 0.0% Q3 2026 Oct 21, 2026
CoreCap Advisors, LLC History New 16 2 0.0% — 162 +16 New Q3 2026 Oct 08, 2026
Farther Finance Advisors, LLC History Added to 17 2 0.0% — 161 +14 466.67% Q3 2026 Oct 08, 2026
BESSEMER GROUP INC History No change 18 2 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
Quarry LP History No change 16 2 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History New 12 1 0.0% — 167 +12 New Q3 2026 Oct 21, 2026
UMB Private Wealth Management, LLC History New 11 1 0.0% — 168 +11 New Q3 2026 Oct 19, 2026
Parkside Financial Bank & Trust History Added to 11 1 0.0% — 163 +4 57.14% Q3 2026 Oct 27, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 11 1 0.0% 0.0% 164 0 0.0% Q3 2026 Nov 04, 2026
Keating Financial Advisory Services, Inc. History No change 10 1 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 9 1 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
Guardian Wealth Management, Inc. History Closed out 0 0 — 1.41% — -22,968 -100.0% Q3 2026 Oct 30, 2026
Pullen Investment Management, LLC History Closed out 0 0 — 0.64% — -11,013 -100.0% Q3 2026 Oct 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -300 -100.0% Q3 2026 Nov 02, 2026
Solstein Capital, LLC History Closed out 0 0 — 0.01% — -290 -100.0% Q3 2026 Nov 02, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.0% — -97 -100.0% Q3 2026 Oct 13, 2026
EverSource Wealth Advisors, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2026 Nov 04, 2026
SJS Investment Consulting Inc. History New 6 0 — — — +6 New Q3 2026 Oct 26, 2026
ASSETMARK, INC History Reduced 5 0 — 0.0% — -4 -44.44% Q3 2026 Oct 21, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2026 Nov 04, 2026
Covestor Ltd History Reduced 1 0 — — — -2 -66.67% Q3 2026 Oct 30, 2026
Ascentis Wealth Management, LLC History New 2 0 — — — +2 New Q3 2026 Nov 03, 2026
Provenance Wealth Advisors, LLC History New 2 0 — — — +2 New Q3 2026 Oct 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 22, 2026
Hughes Financial Services, LLC History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 30, 2026
VALLEY NATIONAL ADVISERS INC History New 1 0 — — — +1 New Q3 2026 Oct 23, 2026
Davis Capital Management History New 1 0 — — — +1 New Q3 2026 Oct 08, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 5 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Allworth Financial LP History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Evolution Advisers, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Private Wealth Management Group, LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 19, 2026
Ankerstar Wealth, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Essential Partners LLC History No change 6 0 — — — 0 0.0% Q3 2026 Oct 14, 2026