Northwest Bancshares, Inc. - NWBI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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 Added to 21,115,437 320,110 0.0% 0.0% 1 +241,611 1.16% Q2 2026 Aug 07, 2026
STATE STREET CORP History Added to 10,858,569 164,615 0.0% 0.0% 2 +1,950,542 21.9% Q2 2026 Sep 22, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 9,118,410 138,234 0.03% 0.02% 3 +83,178 0.92% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 9,085,670 137,738 0.01% 0.01% 4 +228,879 2.58% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 6,709,364 101,713 0.0% 0.0% 5 +208,500 3.21% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,976,787 60,300 0.0% 0.0% 6 +207,252 5.5% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History Reduced 3,715,383 56,325 0.03% 0.04% 7 -522,993 -12.34% Q2 2026 Aug 11, 2026
Nuveen, LLC History Added to 2,055,007 31,153 0.01% 0.0% 8 +1,746,041 565.12% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,917,423 29,068 0.0% 0.0% 9 -7,481 -0.39% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Added to 1,675,064 25,393 0.0% 0.0% 10 +264,016 18.71% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History Added to 1,644,140 24,925 0.0% 0.0% 11 +128,213 8.46% Q2 2026 Aug 13, 2026
FMR LLC History Added to 1,579,211 23,940 0.0% 0.0% 12 +147,268 10.28% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 1,570,638 23,810 0.0% 0.0% 13 +21,880 1.41% Q2 2026 Aug 06, 2026
Invesco Ltd. History Reduced 1,251,818 18,977 0.0% 0.0% 14 -124,230 -9.03% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,182,799 17,931 0.01% 0.01% 15 +21,848 1.88% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 970,647 14,715 0.0% 0.0% 16 +28,616 3.04% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 958,953 14,537 0.01% 0.01% 17 +106,026 12.43% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History Reduced 837,432 12,695 0.06% 0.05% 18 -33,709 -3.87% Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 789,802 11,973 0.0% 0.0% 19 -161,998 -17.02% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 771,963 11,702 0.0% 0.0% 20 +250,918 48.16% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Added to 748,024 11,340 0.0% 0.0% 21 +213,420 39.92% Q2 2026 Sep 02, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 723,533 10,968 0.0% 0.0% 22 +522,846 260.53% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 707,195 10,721 0.01% 0.0% 23 -2,953 -0.42% Q2 2026 Aug 04, 2026
BANK OF AMERICA CORP /DE/ History Reduced 629,088 9,536 0.0% 0.0% 24 -106,424 -14.47% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History Added to 616,980 9,353 0.28% 0.26% 25 +2,592 0.42% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 557,456 8,451 0.0% 0.0% 26 -179,945 -24.4% Q2 2026 Aug 14, 2026
LPL Financial LLC History Added to 535,530 8,118 0.0% 0.0% 27 +5,514 1.04% Q2 2026 Aug 07, 2026
UBS Group AG History Reduced 533,905 8,094 0.0% 0.0% 28 -782,550 -59.44% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History Added to 516,083 7,823 0.0% 0.0% 29 +401,069 348.71% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 502,690 7,620 0.02% 0.02% 30 -20,069 -3.84% Q2 2026 Aug 13, 2026
Dana Investment Advisors, Inc. History Reduced 502,644 7,620 0.2% 0.2% 31 -16,033 -3.09% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 445,922 6,760 0.0% 0.02% 32 -1,808,477 -80.22% Q2 2026 Aug 07, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 419,589 6,360 0.05% 0.04% 33 0 0.0% Q2 2026 Jul 23, 2026
RHUMBLINE ADVISERS History Reduced 363,111 5,504 0.0% 0.0% 34 -39,103 -9.72% Q2 2026 Aug 11, 2026
LSV ASSET MANAGEMENT History Added to 362,775 5,500 0.01% 0.0% 35 +207,175 133.15% Q2 2026 Aug 06, 2026
Legal & General Group Plc History Reduced 339,452 5,146 0.0% 0.0% 36 -4,711 -1.37% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History New 324,185 4,914 0.0% — 37 +324,185 New Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Reduced 317,877 4,882 0.0% 0.0% 38 -93,003 -22.64% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History Added to 300,054 4,548 0.0% 0.0% 39 +12,036 4.18% Q2 2026 Aug 13, 2026
Swiss National Bank History Reduced 278,600 4,223 0.0% 0.0% 40 -9,600 -3.33% Q2 2026 Aug 11, 2026
Rhino Investment Partners, Inc History Reduced 272,320 4,128 1.25% 1.84% 41 -247,387 -47.6% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 267,960 4,062 0.0% 0.0% 42 +38,205 16.63% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 252,587 3,829 0.0% 0.0% 43 -8,316 -3.19% Q2 2026 Aug 14, 2026
Northwest Bancshares, Inc. History Reduced 237,237 3,596 0.65% 0.61% 44 -2,453 -1.02% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 234,965 3,562 0.07% 0.1% 45 +18,844 8.72% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 222,368 3,371 0.0% 0.0% 46 +123,148 124.12% Q2 2026 Aug 13, 2026
Verition Fund Management LLC History No change 210,052 3,184 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 207,526 3,147 0.0% 0.0% 48 +31,363 17.8% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History Added to 183,809 2,786 0.01% 0.01% 49 +9,079 5.2% Q2 2026 Jul 17, 2026
Intrepid Financial Planning Group LLC History Reduced 182,918 2,773 0.94% 0.94% 50 -634 -0.35% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History Added to 174,040 2,639 0.0% 0.0% 51 +7,438 4.46% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Added to 173,052 2,623 0.0% 0.0% 52 +35,435 25.75% Q2 2026 Aug 07, 2026
Hudock, Inc. History Reduced 171,573 2,601 0.33% 0.32% 53 -383 -0.22% Q2 2026 Jul 31, 2026
NORDEA INVESTMENT MANAGEMENT AB History New 168,830 2,554 0.0% — 54 +168,830 New Q2 2026 Aug 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 167,678 2,541 0.0% 0.0% 55 +31,476 23.11% Q2 2026 Aug 24, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 162,550 2,464 0.0% 0.0% 56 +68,621 73.06% Q2 2026 Aug 12, 2026
CITIGROUP INC History Added to 160,753 2,437 0.0% 0.0% 57 +38,253 31.23% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History Added to 154,884 2,348 0.0% 0.0% 58 +50,529 48.42% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 151,589 2,298 0.0% 0.0% 59 +2,170 1.45% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History Reduced 151,370 2,294 0.0% 0.0% 60 -978 -0.64% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 151,168 2,291 0.0% 0.01% 61 -55,839 -26.97% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Added to 150,942 2,288 0.0% 0.0% 62 +64,912 75.45% Q2 2026 Aug 06, 2026
STIFEL FINANCIAL CORP History Added to 143,336 2,172 0.0% 0.0% 63 +909 0.64% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History Added to 140,962 2,136 0.0% 0.0% 64 +74,130 110.92% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 140,462 2,129 0.0% 0.0% 65 +89,080 173.37% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 135,280 2,050 0.0% 0.0% 66 -860 -0.63% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 149,386 1,895 0.0% 0.0% 67 +13,250 9.73% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History Added to 121,849 1,847 0.01% 0.01% 68 +7,470 6.53% Q2 2026 Jul 20, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 119,054 1,804 0.0% 0.0% 69 +188 0.16% Q2 2026 Aug 13, 2026
Trexquant Investment LP History Added to 107,881 1,635 0.01% 0.01% 70 +27,830 34.77% Q2 2026 Aug 14, 2026
Odyssean, LLC History New 104,983 1,591 0.26% — 71 +104,983 New Q2 2026 Aug 14, 2026
KINTRA WEALTH, LLC History Added to 98,976 1,562 0.08% 0.09% 72 +74 0.07% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 100,079 1,517 0.0% 0.0% 73 -138,889 -58.12% Q2 2026 Aug 14, 2026
Mariner, LLC History Added to 98,449 1,492 0.0% 0.0% 74 +14,598 17.41% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 97,080 1,471 0.0% 0.0% 75 -3,371 -3.36% Q2 2026 Aug 07, 2026
Vanguard Global Advisers, LLC History Added to 93,421 1,416 0.0% 0.0% 76 +100 0.11% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History Reduced 93,394 1,415 0.0% 0.01% 77 -8,395 -8.25% Q2 2026 Aug 14, 2026
Bayview Asset Management, LLC History Reduced 92,500 1,402 0.28% 0.74% 78 -59,465 -39.13% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History Reduced 90,441 1,371 0.05% 0.05% 79 -2,624 -2.82% Q2 2026 Jul 21, 2026
LAWOOD & CO History Reduced 88,854 1,347 0.91% 1.21% 80 -14,064 -13.67% Q2 2026 Jul 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 88,149 1,336 0.0% 0.03% 81 -203,931 -69.82% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Added to 86,698 1,314 0.01% 0.0% 82 +9,730 12.64% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 86,597 1,312 0.0% 0.0% 83 +17,536 25.39% Q2 2026 Aug 19, 2026
BARCLAYS PLC History Reduced 85,297 1,293 0.0% 0.0% 84 -74,957 -46.77% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History Added to 84,005 1,273 0.01% 0.0% 85 +32,033 61.64% Q2 2026 Aug 11, 2026
&PARTNERS History Added to 83,142 1,260 0.01% 0.01% 86 +201 0.24% Q2 2026 Aug 14, 2026
Atom Investors LP History Added to 82,675 1,253 0.11% 0.02% 87 +62,416 308.09% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 80,713 1,223 0.02% 0.02% 88 -5,769 -6.67% Q2 2026 Jul 10, 2026
NewEdge Advisors, LLC History No change 80,637 1,222 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 79,060 1,198 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 11, 2026
Engineers Gate Manager LP History Reduced 78,822 1,194 0.02% 0.01% 91 -15,658 -16.57% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History Added to 77,772 1,179 0.0% 0.0% 92 +44,923 136.76% Q2 2026 Aug 14, 2026
XTX Topco Ltd History New 76,952 1,166 0.02% — 93 +76,952 New Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History Reduced 75,904 1,150 0.01% 0.01% 94 -417 -0.55% Q2 2026 Aug 12, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 69,899 1,059 0.0% 0.0% 95 -28,396 -28.89% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 68,561 1,039 0.0% 0.0% 96 +447 0.66% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 67,395 1,021 0.0% 0.0% 97 +2,735 4.23% Q2 2026 Sep 09, 2026
FIFTH THIRD BANCORP History Reduced 67,005 1,015 0.0% 0.0% 98 -616 -0.91% Q2 2026 Aug 05, 2026
Cerity Partners LLC History Added to 65,754 996 0.0% 0.0% 99 +3,889 6.29% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 64,406 976 0.0% 0.0% 100 +30,060 87.52% Q2 2026 Jul 27, 2026
Louisiana State Employees Retirement System History Reduced 64,100 971 0.01% 0.01% 101 -700 -1.08% Q2 2026 Jul 21, 2026
FOX RUN MANAGEMENT, L.L.C. History New 62,935 954 0.16% — 102 +62,935 New Q2 2026 Aug 04, 2026
Jupiter Topco LLC History New 62,499 947 0.0% — 103 +62,499 New Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History Reduced 56,409 855 0.0% 0.0% 104 -702 -1.23% Q2 2026 Aug 05, 2026
State of Tennessee, Department of Treasury History Added to 56,354 854 0.0% 0.0% 105 +27,320 94.1% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History Added to 56,192 851 0.08% 0.04% 106 +22,289 65.74% Q2 2026 Jul 31, 2026
State of Alaska, Department of Revenue History Reduced 53,322 807 0.01% 0.01% 107 -24,595 -31.57% Q2 2026 Jul 20, 2026
JANUS HENDERSON GROUP PLC History No change 62,499 793 0.0% 0.0% 108 0 0.0% Q1 2026 May 18, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 52,253 792 0.0% 0.0% 109 +7,700 17.28% Q2 2026 Jul 29, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 51,348 778 0.03% 0.03% 110 0 0.0% Q2 2026 Aug 05, 2026
Allspring Global Investments Holdings, LLC History Added to 49,422 758 0.0% 0.0% 111 +1,874 3.94% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History Reduced 48,397 732 0.0% 0.0% 112 -15,257 -23.97% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History Added to 48,128 729 0.02% 0.02% 114 +252 0.53% Q2 2026 Jul 08, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 48,100 729 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History Added to 46,922 711 0.02% 0.02% 115 +235 0.5% Q2 2026 Jul 14, 2026
Asset Management One Co., Ltd. History New 46,647 707 0.0% — 116 +46,647 New Q2 2026 Jul 28, 2026
Parrish Capital LLC History Reduced 45,012 682 0.66% 0.59% 117 -6,819 -13.16% Q2 2026 Sep 01, 2026
Inspire Investing, LLC History Added to 44,883 680 0.03% 0.04% 118 +4,580 11.36% Q2 2026 Aug 12, 2026
Jain Global LLC History Added to 44,573 675 0.0% 0.0% 119 +12,889 40.68% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 43,914 665 0.0% 0.0% 120 +3,038 7.43% Q2 2026 Jul 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 43,784 658 0.0% 0.0% 121 +11,278 34.7% Q2 2026 Jul 15, 2026
Ancora Advisors LLC History No change 42,345 641 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
Amundi History Added to 41,896 635 0.0% 0.0% 123 +16,427 64.5% Q2 2026 Aug 11, 2026
CHOREO, LLC History Added to 41,255 625 0.01% 0.01% 124 +1,470 3.69% Q2 2026 Aug 04, 2026
AMALGAMATED BANK History Reduced 39,372 597 0.0% 0.0% 125 -2,666 -6.34% Q2 2026 Jul 23, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 39,200 594 0.04% 0.04% 126 +600 1.55% Q2 2026 Jul 23, 2026
Creative Planning History Added to 39,039 591 0.0% 0.0% 127 +3,836 10.9% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 38,948 590 0.01% 0.01% 128 +309 0.8% Q2 2026 Jul 16, 2026
Arizona State Retirement System History Reduced 38,308 580 0.0% 0.0% 129 -1,822 -4.54% Q2 2026 Aug 07, 2026
Minerva Advisors LLC History No change 38,000 576 0.36% 0.31% 130 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 37,120 562 0.0% 0.0% 131 -200 -0.54% Q2 2026 Jul 29, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 36,387 551 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 36,024 547 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History Reduced 36,037 546 0.0% 0.0% 134 -734 -2.0% Q2 2026 Jul 27, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 34,696 525 0.0% 0.0% 135 -1,436 -3.97% Q2 2026 Jul 17, 2026
Vanguard Investments Australia, Ltd. History Added to 34,210 518 0.0% 0.0% 136 +5,005 17.14% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 33,623 509 0.0% 0.0% 137 +16 0.05% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 33,237 503 0.01% 0.01% 138 -200 -0.6% Q2 2026 Jul 28, 2026
KLP KAPITALFORVALTNING AS History No change 32,300 489 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 32,068 486 0.01% 0.01% 140 +265 0.83% Q2 2026 Aug 14, 2026
HBK Sorce Advisory LLC History Reduced 29,754 474 0.01% 0.01% 141 -7,005 -19.06% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History Reduced 31,208 473 0.03% 0.03% 142 -681 -2.14% Q2 2026 Jul 23, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 30,396 460 0.0% 0.01% 143 -31,403 -50.81% Q2 2026 Aug 10, 2026
Elo Mutual Pension Insurance Co History No change 30,025 455 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 13, 2026
Murchinson Ltd. History No change 30,000 454 0.06% 0.05% 145 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 29,800 452 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 27,861 422 0.0% 0.01% 147 -319,827 -91.99% Q2 2026 Aug 14, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 27,799 421 0.01% 0.01% 148 -359 -1.27% Q2 2026 Jul 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 27,494 416 0.0% 0.0% 149 +3,572 14.93% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History Reduced 27,303 413 0.0% 0.0% 150 -4,441 -13.99% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History Added to 27,102 410 0.0% 0.0% 151 +8,587 46.38% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History Added to 26,558 402 0.0% 0.0% 152 +15,657 143.63% Q2 2026 Aug 27, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 26,403 400 0.0% 0.0% 153 -342 -1.28% Q2 2026 Sep 23, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 26,108 395 0.0% 0.0% 154 +4,144 18.87% Q2 2026 Jul 28, 2026
Intellus Advisors LLC History No change 25,159 381 0.05% 0.04% 155 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History Added to 25,006 379 0.0% 0.0% 156 +4,403 21.37% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 24,506 371 0.0% 0.0% 157 -1,147 -4.47% Q2 2026 Aug 03, 2026
MGO ONE SEVEN LLC History Reduced 24,010 363 0.01% 0.01% 158 -908 -3.64% Q2 2026 Jul 31, 2026
Apella Capital, LLC History Reduced 24,058 361 0.01% 0.0% 160 -24 -0.1% Q2 2026 Jul 08, 2026
CWM, LLC History No change 28,469 361 0.0% 0.0% 159 0 0.0% Q1 2026 May 14, 2026
Aquatic Capital Management LLC History New 22,347 338 0.01% — 161 +22,347 New Q2 2026 Aug 14, 2026
BURNEY CO/ History Reduced 21,828 330 0.01% 0.01% 162 -14,746 -40.32% Q2 2026 Jul 14, 2026
NWF Advisory Services Inc. History No change 21,611 327 0.03% 0.03% 163 0 0.0% Q2 2026 Jul 29, 2026
Maryland State Retirement & Pension System History No change 21,308 323 0.01% 0.01% 164 0 0.0% Q2 2026 Jul 30, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 21,247 322 0.01% 0.01% 165 +212 1.01% Q2 2026 Jul 31, 2026
ProShare Advisors LLC History Reduced 21,198 321 0.0% 0.0% 166 -1,411 -6.24% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History Reduced 20,836 315 0.0% 0.0% 167 -8,767 -29.62% Q2 2026 Jul 28, 2026
HANCOCK WHITNEY CORP History Added to 20,513 310 0.01% 0.0% 168 +485 2.42% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 20,252 307 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 30, 2026
Allegheny Financial Group History Added to 20,097 304 0.03% 0.03% 170 +17 0.08% Q2 2026 Jul 22, 2026
WBI INVESTMENTS, LLC History Reduced 19,890 301 0.07% 0.08% 171 -2,193 -9.93% Q2 2026 Aug 11, 2026
Focus Partners Wealth History Reduced 19,790 300 0.0% 0.0% 172 -16,604 -45.62% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History Added to 19,300 292 0.0% 0.0% 173 +11,600 150.65% Q2 2026 Aug 13, 2026
WESBANCO BANK INC History No change 18,617 282 0.01% 0.01% 174 0 0.0% Q2 2026 Jul 28, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 18,590 281 0.0% 0.0% 175 +4,305 30.14% Q2 2026 Aug 14, 2026
MILLINGTON SECURITIES, LLC History No change 22,083 280 0.08% 0.08% 176 0 0.0% Q1 2026 Jul 15, 2026
Next Level Private LLC History Added to 17,481 265 0.05% 0.05% 177 +252 1.46% Q2 2026 Jul 09, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 16,758 254 0.0% 0.0% 178 +37 0.22% Q2 2026 Aug 11, 2026
Headlands Technologies LLC History New 16,434 249 0.03% — 179 +16,434 New Q2 2026 Aug 12, 2026
Zullo Investment Group, Inc. History No change 16,118 244 0.08% 0.08% 180 0 0.0% Q2 2026 Jul 31, 2026
Post Resch Tallon Group Inc. History No change 15,900 241 0.17% 0.16% 181 0 0.0% Q2 2026 Jul 07, 2026
CAPTRUST FINANCIAL ADVISORS History New 15,772 239 0.0% — 182 +15,772 New Q2 2026 Aug 13, 2026
Blackston Financial Advisory Group, LLC History No change 15,519 235 0.13% 0.12% 183 0 0.0% Q2 2026 Aug 14, 2026
DRW Securities, LLC History New 15,380 233 0.01% — 184 +15,380 New Q2 2026 Aug 14, 2026
Jacobi Capital Management LLC History Added to 15,250 231 0.01% 0.01% 185 +588 4.01% Q2 2026 Jul 31, 2026
Bank & Trust Co History No change 15,287 231 0.15% 0.13% 186 0 0.0% Q2 2026 Jul 10, 2026
Entropy Technologies, LP History Reduced 14,755 223 0.01% 0.02% 187 -14,093 -48.85% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History Reduced 14,550 220 0.0% 0.0% 188 -5,868 -28.74% Q2 2026 Aug 13, 2026
XPONANCE LLC History Added to 14,374 217 0.0% 0.0% 189 +203 1.43% Q2 2026 Aug 10, 2026
McHugh Group, LLC History No change 14,359 217 0.11% 0.11% 190 0 0.0% Q2 2026 Jul 16, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 14,157 214 0.0% — 192 +14,157 New Q2 2026 Aug 06, 2026
Daytona Street Capital LLC History No change 14,310 214 0.16% 0.14% 191 0 0.0% Q2 2026 Aug 03, 2026
SG Americas Securities, LLC History Reduced 13,816 209 0.0% 0.0% 193 -18,316 -57.0% Q2 2026 Aug 07, 2026
PROFUND ADVISORS LLC History New 13,791 209 0.01% — 194 +13,791 New Q2 2026 Aug 11, 2026
Teza Capital Management LLC History New 13,755 208 0.4% — 195 +13,755 New Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History Added to 13,513 204 0.01% 0.0% 196 +1,379 11.36% Q2 2026 Aug 13, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Added to 13,455 202 0.0% 0.0% 197 +1,887 16.31% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History New 13,260 201 0.0% — 198 +13,260 New Q2 2026 Jul 21, 2026
CIBC Asset Management Inc History No change 13,201 200 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 03, 2026
Fund Advisors of America Inc/FL History Reduced 13,160 199 0.18% 0.18% 200 -870 -6.2% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History Added to 13,119 198 0.01% 0.01% 202 +1,875 16.68% Q2 2026 Jul 07, 2026
OSAIC HOLDINGS, INC. History Added to 13,121 198 0.0% 0.0% 201 +105 0.81% Q2 2026 Aug 14, 2026
Independent Solutions Wealth Management, LLC History Added to 12,932 196 0.03% 0.02% 203 +183 1.44% Q2 2026 Jul 29, 2026
Capital Investment Advisors, LLC History Added to 12,909 195 0.0% 0.0% 204 +182 1.43% Q2 2026 Aug 06, 2026
Vanguard Personalized Indexing Management, LLC History Added to 12,807 194 0.0% 0.0% 206 +1,871 17.11% Q2 2026 Aug 11, 2026
COURIER CAPITAL LLC History Added to 12,860 194 0.01% 0.01% 205 +161 1.27% Q2 2026 Jul 16, 2026
Van Hulzen Asset Management, LLC History No change 12,650 191 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History New 12,568 190 0.0% — 208 +12,568 New Q2 2026 Aug 13, 2026
Brooklyn Investment Group History No change 14,865 188 0.01% 0.01% 209 0 0.0% Q1 2026 Apr 29, 2026
BANK OF MONTREAL /CAN/ History Added to 12,298 186 0.0% 0.0% 210 +660 5.67% Q2 2026 Aug 12, 2026
DnB Asset Management AS History No change 11,716 177 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 11, 2026
FEDERATED HERMES, INC. History Added to 11,051 167 0.0% 0.0% 212 +3,214 41.01% Q2 2026 Aug 12, 2026
Longboard Asset Management, LP History No change 10,717 162 2.72% 2.33% 213 0 0.0% Q2 2026 Jul 08, 2026
HB Wealth Management, LLC History New 10,636 161 0.0% — 214 +10,636 New Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History New 10,428 158 0.0% — 215 +10,428 New Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 10,362 157 0.0% 0.0% 216 +699 7.23% Q2 2026 Aug 13, 2026
VISTA INVESTMENT MANAGEMENT History No change 10,325 156 0.05% 0.04% 217 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 9,931 151 0.0% 0.0% 218 +7,235 268.36% Q2 2026 Jul 23, 2026
DGS Capital Management, LLC History No change 10,047 127 0.02% 0.02% 219 0 0.0% Q1 2026 Apr 28, 2026
Tower Research Capital LLC (TRC) History Added to 8,249 125 0.0% 0.0% 220 +304 3.83% Q2 2026 Aug 11, 2026
Institute for Wealth Management, LLC. History New 8,226 124 0.01% — 221 +8,226 New Q2 2026 Jul 28, 2026
SBI Securities Co., Ltd. History Reduced 7,915 119 0.0% 0.0% 222 -1,214 -13.3% Q2 2026 Jul 22, 2026
Arax Advisory Partners History Added to 7,456 113 0.0% 0.0% 223 +6,914 1275.65% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 6,943 105 0.0% 0.0% 224 +1,311 23.28% Q2 2026 Aug 14, 2026
Ensign Peak Advisors, Inc History No change 6,960 105 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 6,491 98 0.0% 0.0% 227 +931 16.74% Q2 2026 Jul 17, 2026
Abound Wealth Management History Reduced 6,518 98 0.02% 0.02% 226 -145 -2.18% Q2 2026 Jul 10, 2026
Steigerwald, Gordon & Koch Inc. History No change 5,975 90 0.01% 0.01% 228 0 0.0% Q2 2026 Jul 22, 2026
Smartleaf Asset Management LLC History No change 5,926 89 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 12, 2026
KBC Group NV History No change 5,227 79 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History Added to 4,876 73 0.0% 0.0% 231 +5 0.1% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 4,784 72 0.0% 0.0% 232 -477 -9.07% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History Added to 4,262 64 0.0% 0.0% 233 +40 0.95% Q2 2026 Jul 06, 2026
NBH Bank History New 4,000 60 0.03% — 234 +4,000 New Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History Reduced 3,913 59 0.16% 0.01% 235 -2,516 -39.14% Q2 2026 Aug 04, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,585 54 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History New 3,525 53 0.0% — 237 +3,525 New Q2 2026 Aug 13, 2026
Bank of Jackson Hole Trust History No change 4,000 50 0.02% 0.02% 238 0 0.0% Q1 2026 May 12, 2026
Geneos Wealth Management Inc. History No change 3,200 48 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 06, 2026
Kemnay Advisory Services Inc. History Reduced 3,003 45 0.01% 0.01% 241 -2,821 -48.44% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Reduced 3,001 45 0.0% 0.0% 240 -1,811 -37.64% Q2 2026 Jul 28, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 2,731 41 0.0% 0.0% 242 -770 -21.99% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History Added to 2,680 40 0.0% 0.0% 243 +137 5.39% Q2 2026 Aug 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 2,694 40 0.0% 0.0% 244 +131 5.11% Q2 2026 Aug 17, 2026
Versant Capital Management, Inc History No change 2,653 40 0.0% 0.0% 245 0 0.0% Q2 2026 Jul 02, 2026
CNB Bank History No change 2,557 38 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 2,400 36 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History Added to 2,282 35 0.0% 0.0% 248 +400 21.25% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 2,267 34 0.0% 0.0% 249 -430 -15.94% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History Reduced 2,209 33 0.0% 0.0% 250 -1,277 -36.63% Q2 2026 Jul 24, 2026
MassMutual Private Wealth & Trust, FSB History No change 2,120 32 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 02, 2026
ESL Trust Services, LLC History No change 2,000 30 0.01% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 1,684 25 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History Added to 1,634 24 0.0% 0.0% 254 +965 144.25% Q2 2026 Aug 11, 2026
Seneschal Advisors, LLC History Reduced 1,500 22 0.02% 0.02% 255 -750 -33.33% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,408 21 0.0% 0.0% 256 +94 7.15% Q2 2026 Aug 07, 2026
FINANCIAL CONSULATE, INC History No change 1,350 20 0.0% 0.0% 257 0 0.0% Q2 2026 Jul 23, 2026
SJS Investment Consulting Inc. History Added to 1,259 19 0.0% — 259 +1,241 6894.44% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History Added to 1,316 19 0.0% 0.0% 258 +1,104 520.75% Q2 2026 Jul 20, 2026
Optiver Holding B.V. History Reduced 1,148 17 0.0% 0.0% 260 -922 -44.54% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History Added to 1,094 16 0.0% 0.0% 263 +33 3.11% Q2 2026 Aug 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,109 16 0.0% 0.0% 261 0 0.0% Q2 2026 Jul 29, 2026
Capital Advisors, Ltd. LLC History No change 1,045 16 0.0% 0.0% 262 0 0.0% Q2 2026 Jul 16, 2026
Rockefeller Capital Management L.P. History No change 1,036 15 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 13, 2026
SIMA Wealth Partners, LLC History No change 987 14 0.01% 0.01% 265 0 0.0% Q2 2026 Jul 28, 2026
Covestor Ltd History Added to 797 13 0.01% 0.01% 266 +106 15.34% Q2 2026 Aug 07, 2026
UMB Bank, n.a. History Added to 614 9 0.0% 0.0% 267 +48 8.48% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History Added to 636 9 0.0% 0.0% 269 +46 7.8% Q2 2026 Jul 16, 2026
PRIVATE TRUST CO NA History No change 596 9 0.0% 0.0% 268 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 524 8 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History Added to 481 7 0.0% 0.0% 271 +123 34.36% Q2 2026 Aug 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 517 7 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 465 7 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 15, 2026
SIGNATUREFD, LLC History No change 457 6 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 23, 2026
Quarry LP History No change 372 5 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History New 317 4 0.0% — 279 +317 New Q2 2026 Aug 12, 2026
Fulcrum Asset Management LLP History New 268 4 0.0% — 278 +268 New Q2 2026 Aug 18, 2026
Fortitude Family Office, LLC History Added to 312 4 0.0% — 277 +257 467.27% Q2 2026 Jul 20, 2026
HAZLETT, BURT & WATSON, INC. History No change 259 4 0.0% 0.0% 276 0 0.0% Q2 2026 Jul 30, 2026
MOTCO History New 215 3 0.0% — 282 +215 New Q2 2026 Jul 31, 2026
US BANCORP \DE\ History No change 232 3 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 200 3 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 20, 2026
Larson Financial Group LLC History New 134 2 0.0% — 288 +134 New Q2 2026 Aug 14, 2026
Essential Partners LLC History Added to 142 2 0.0% 0.0% 287 +44 44.9% Q2 2026 Aug 10, 2026
JFS WEALTH ADVISORS, LLC History Added to 165 2 0.0% 0.0% 283 +31 23.13% Q2 2026 Jul 10, 2026
Keating Financial Advisory Services, Inc. History Added to 146 2 0.0% 0.0% 286 +1 0.69% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 182 2 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 05, 2026
Blue Trust, Inc. History No change 152 2 0.0% 0.0% 285 0 0.0% Q2 2026 Jul 21, 2026
RMG Wealth Management LLC History New 100 1 0.0% — 296 +100 New Q2 2026 Aug 13, 2026
Kilter Group LLC History Added to 131 1 0.0% 0.0% 295 +13 11.02% Q2 2026 Aug 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 83 1 0.0% 0.0% 289 0 0.0% Q2 2026 Jul 20, 2026
Parkside Financial Bank & Trust History No change 103 1 0.0% 0.0% 290 0 0.0% Q2 2026 Sep 04, 2026
Physician Wealth Advisors, Inc. History No change 85 1 0.0% 0.0% 291 0 0.0% Q2 2026 Jul 20, 2026
CVA Family Office, LLC History No change 67 1 0.0% — 292 0 0.0% Q2 2026 Aug 07, 2026
Spire Wealth Management History No change 78 1 0.0% — 293 0 0.0% Q2 2026 Jul 15, 2026
Glen Eagle Advisors, LLC History No change 100 1 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — 0.01% — -417,215 -100.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.08% — -295,320 -100.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History Closed out 0 0 — 0.02% — -295,320 -100.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.04% — -179,936 -100.0% Q2 2026 Jul 13, 2026
Weiss Asset Management LP History Closed out 0 0 — 0.03% — -119,092 -100.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History Closed out 0 0 — 0.09% — -72,532 -100.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History Closed out 0 0 — 0.0% — -24,134 -100.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 — 0.0% — -19,832 -100.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -17,280 -100.0% Q2 2026 Aug 14, 2026
Carter Financial Group, INC. History Closed out 0 0 — 0.12% — -15,528 -100.0% Q2 2026 Jul 30, 2026
GTS SECURITIES LLC History Closed out 0 0 — 0.01% — -13,393 -100.0% Q2 2026 Aug 14, 2026
Catalyst Funds Management Pty Ltd History Closed out 0 0 — 0.03% — -11,728 -100.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History Closed out 0 0 — 0.0% — -11,580 -100.0% Q2 2026 Jul 31, 2026
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -10,900 -100.0% Q2 2026 Aug 14, 2026
MAI Capital Management History Closed out 0 0 — 0.0% — -3,185 -100.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -1,414 -100.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 — 0.0% — -1,311 -100.0% Q2 2026 Aug 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -1,145 -100.0% Q2 2026 Aug 13, 2026
Tacita Capital Inc History Closed out 0 0 — 0.01% — -1,061 -100.0% Q2 2026 Aug 10, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -758 -100.0% Q2 2026 Jul 29, 2026
Wall Street Financial Group, Inc. History Closed out 0 0 — 0.0% — -210 -100.0% Q2 2026 Jul 13, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -119 -100.0% Q2 2026 Jul 20, 2026
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 — 0.0% — -86 -100.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 63 0 — — — +63 New Q2 2026 Jul 31, 2026
Evolution Advisers, Inc. History New 47 0 — — — +47 New Q2 2026 Jul 31, 2026
FIDUCIARY FINANCIAL ADVISORS History New 36 0 — — — +36 New Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History New 32 0 — — — +32 New Q2 2026 Aug 13, 2026
Creative Capital Management Investments LLC History New 26 0 — — — +26 New Q2 2026 Jul 24, 2026
Plante Moran Financial Advisors, LLC History New 13 0 — — — +13 New Q2 2026 Aug 06, 2026
Caitong International Asset Management Co., Ltd History Reduced 37 0 — — — -9 -19.57% Q2 2026 Aug 04, 2026
Rialto Wealth Management, LLC History Added to 25 0 — — — +9 56.25% Q2 2026 Aug 11, 2026
Davis Capital Management History New 8 0 — — — +8 New Q2 2026 Jul 16, 2026
Navigoe, LLC History New 8 0 — — — +8 New Q2 2026 Jul 31, 2026
Bay Harbor Wealth Management, LLC History Added to 19 0 — — — +6 46.15% Q2 2026 Jul 28, 2026
HFM Investment Advisors, LLC History Added to 10 0 — — — +4 66.67% Q2 2026 Aug 04, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 — — — -4 -100.0% Q2 2026 Jul 15, 2026
LRI Investments, LLC History New 3 0 — — — +3 New Q2 2026 Jul 14, 2026
DecisionPoint Financial, LLC History New 2 0 — — — +2 New Q2 2026 Aug 05, 2026
MARYLAND CAPITAL ADVISORS INC. History New 1 0 — — — +1 New Q2 2026 Jul 17, 2026
CURIO WEALTH, LLC History Closed out 0 0 — — — -1 -100.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 26 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Sunbelt Securities, Inc. History No change 28 0 — — — 0 0.0% Q1 2026 May 15, 2026
Roble, Belko & Company, Inc History No change 20 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 30 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Dunhill Financial, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
DiNuzzo Private Wealth, Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Bare Financial Services, Inc History No change 47 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Ankerstar Wealth, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Financial Management LLC History No change 43 0 — — — 0 0.0% Q2 2026 Aug 28, 2026
Sunrise Financial Services, LLC History No change 50 0 — — — 0 0.0% Q2 2026 Aug 12, 2026