Northwest Bancshares, Inc. - NWBI
Detailed investor-level table based on 13F positions.
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.
Full rows mode is enabled.
Back to fast mode.
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 | 21,115,437 | 320,110 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 10,858,569 | 164,615 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 9,085,670 | 137,738 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 9,176,100 | 136,173 | 0.02% | 0.03% | 4 | +57,690 | 0.63% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 6,709,364 | 101,713 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,426,482 | 65,701 | 0.0% | 0.0% | 6 | +449,695 | 11.31% | Q3 2026 | Nov 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 3,715,383 | 56,325 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 2,055,007 | 31,153 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,917,423 | 29,068 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,675,064 | 25,393 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,644,140 | 24,925 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,579,211 | 23,940 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,569,126 | 23,285 | 0.0% | 0.0% | 13 | -1,512 | -0.1% | Q3 2026 | Nov 05, 2026 |
| Invesco Ltd. | History | No change | 1,251,818 | 18,977 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,182,799 | 17,931 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,100,400 | 16,330 | 0.03% | 0.01% | 16 | +737,625 | 203.33% | Q3 2026 | Nov 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 970,647 | 14,715 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 958,953 | 14,537 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 837,432 | 12,695 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 789,802 | 11,973 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 771,963 | 11,702 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 748,024 | 11,340 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 723,533 | 10,968 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 700,122 | 10,389 | 0.01% | 0.01% | 24 | -7,073 | -1.0% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 629,088 | 9,536 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 616,980 | 9,353 | 0.28% | 0.28% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 557,456 | 8,451 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 533,905 | 8,094 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 516,083 | 7,823 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 502,690 | 7,620 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 504,874 | 7,492 | 0.0% | 0.0% | 31 | -30,656 | -5.72% | Q3 2026 | Nov 06, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 495,461 | 7,352 | 0.2% | 0.2% | 32 | -7,183 | -1.43% | Q3 2026 | Nov 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 445,922 | 6,760 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 419,589 | 6,360 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 363,111 | 5,504 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 339,452 | 5,146 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 324,185 | 4,914 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 317,877 | 4,882 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 300,054 | 4,548 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 278,600 | 4,223 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rhino Investment Partners, Inc | History | No change | 272,320 | 4,128 | 1.25% | 1.25% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 267,960 | 4,062 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 252,587 | 3,829 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest Bancshares, Inc. | History | No change | 237,237 | 3,596 | 0.65% | 0.65% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 234,965 | 3,562 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 222,368 | 3,371 | 0.0% | 0.0% | 46 | 0 | 0.0% | 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 | No change | 207,526 | 3,147 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 183,809 | 2,786 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 182,918 | 2,773 | 0.94% | 0.94% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 174,040 | 2,639 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 167,678 | 2,541 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Hudock, Inc. | History | Reduced | 170,732 | 2,533 | 0.32% | 0.33% | 53 | -841 | -0.49% | Q3 2026 | Oct 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 162,550 | 2,464 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 159,559 | 2,367 | 0.0% | 0.0% | 55 | -13,493 | -7.8% | Q3 2026 | Nov 06, 2026 |
| Quantinno Capital Management LP | History | No change | 154,884 | 2,348 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 156,236 | 2,323 | 0.0% | 0.0% | 57 | -12,594 | -7.46% | Q3 2026 | Nov 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 151,589 | 2,298 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 151,370 | 2,294 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 143,336 | 2,172 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 140,962 | 2,136 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 140,462 | 2,129 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 142,575 | 2,115 | 0.0% | 0.0% | 63 | -8,593 | -5.68% | Q3 2026 | Nov 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 135,280 | 2,050 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 149,386 | 1,895 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 123,406 | 1,831 | 0.01% | 0.01% | 66 | +1,557 | 1.28% | Q3 2026 | Nov 06, 2026 |
| BARCLAYS PLC | History | Added to | 122,366 | 1,815 | 0.0% | 0.0% | 67 | +37,069 | 43.46% | Q3 2026 | Nov 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 119,054 | 1,804 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 107,881 | 1,635 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 109,467 | 1,624 | 0.0% | 0.0% | 70 | -51,286 | -31.9% | Q3 2026 | Nov 04, 2026 |
| Odyssean, LLC | History | No change | 104,983 | 1,591 | 0.26% | 0.26% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 98,976 | 1,562 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 100,079 | 1,517 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 101,489 | 1,506 | 0.0% | 0.0% | 74 | +4,409 | 4.54% | Q3 2026 | Nov 06, 2026 |
| Mariner, LLC | History | No change | 98,449 | 1,492 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 97,877 | 1,452 | 0.0% | 0.0% | 76 | -53,065 | -35.16% | Q3 2026 | Nov 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 93,421 | 1,416 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 93,394 | 1,415 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayview Asset Management, LLC | History | No change | 92,500 | 1,402 | 0.28% | 0.28% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 90,441 | 1,371 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 88,149 | 1,336 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 86,698 | 1,314 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 86,597 | 1,312 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 86,021 | 1,276 | 0.02% | 0.02% | 84 | +5,308 | 6.58% | Q3 2026 | Oct 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 84,005 | 1,273 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 83,142 | 1,260 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 82,675 | 1,253 | 0.11% | 0.11% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 80,637 | 1,222 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 79,060 | 1,198 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 78,822 | 1,194 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 77,772 | 1,179 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 76,952 | 1,166 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAWOOD & CO | History | Reduced | 77,175 | 1,145 | 0.79% | 0.91% | 93 | -11,679 | -13.14% | Q3 2026 | Oct 09, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 75,982 | 1,127 | 0.01% | 0.01% | 94 | +78 | 0.1% | Q3 2026 | Nov 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 75,533 | 1,121 | 0.0% | 0.0% | 95 | +31,749 | 72.51% | Q3 2026 | Oct 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 69,899 | 1,059 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 68,561 | 1,039 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 67,395 | 1,021 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Cerity Partners LLC | History | No change | 65,754 | 996 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 65,208 | 967 | 0.0% | 0.0% | 100 | -1,797 | -2.68% | Q3 2026 | Nov 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 62,935 | 954 | 0.16% | 0.16% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jupiter Topco LLC | History | No change | 62,499 | 947 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 62,400 | 926 | 0.01% | 0.01% | 103 | -1,700 | -2.65% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 61,475 | 912 | 0.0% | 0.0% | 104 | -2,931 | -4.55% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 56,409 | 855 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 56,354 | 854 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 56,192 | 851 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 52,253 | 792 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 51,348 | 778 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 51,617 | 773 | 0.0% | 0.0% | 110 | +2,195 | 4.44% | Q3 2026 | Nov 04, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 51,926 | 770 | 0.02% | 0.02% | 111 | +3,798 | 7.89% | Q3 2026 | Oct 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 48,397 | 732 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 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 |
| Parrish Capital LLC | History | Added to | 48,052 | 713 | 0.69% | 0.66% | 114 | +3,040 | 6.75% | Q3 2026 | Oct 01, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 47,134 | 699 | 0.02% | 0.02% | 115 | +212 | 0.45% | Q3 2026 | Oct 19, 2026 |
| CHOREO, LLC | History | Added to | 46,926 | 696 | 0.01% | 0.01% | 116 | +5,671 | 13.75% | Q3 2026 | Oct 28, 2026 |
| Jain Global LLC | History | No change | 44,573 | 675 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | Added to | 45,313 | 672 | 0.0% | 0.0% | 118 | +3,417 | 8.16% | Q3 2026 | Nov 06, 2026 |
| Ancora Advisors LLC | History | No change | 42,345 | 641 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 43,084 | 639 | 0.03% | 0.03% | 120 | -1,799 | -4.01% | Q3 2026 | Oct 22, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 42,653 | 632 | 0.0% | 0.0% | 121 | -3,994 | -8.56% | Q3 2026 | Oct 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 41,258 | 612 | 0.0% | 0.0% | 122 | -2,656 | -6.05% | Q3 2026 | Nov 09, 2026 |
| Creative Planning | History | Added to | 39,832 | 591 | 0.0% | 0.0% | 123 | +793 | 2.03% | Q3 2026 | Nov 02, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 39,200 | 581 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Arizona State Retirement System | History | Added to | 39,146 | 580 | 0.0% | 0.0% | 125 | +838 | 2.19% | Q3 2026 | Nov 03, 2026 |
| Minerva Advisors LLC | History | No change | 38,000 | 576 | 0.36% | 0.36% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 38,032 | 564 | 0.0% | 0.0% | 127 | -1,340 | -3.4% | Q3 2026 | Oct 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 36,387 | 551 | 0.0% | 0.0% | 128 | 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% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 36,814 | 546 | 0.01% | 0.01% | 131 | -2,134 | -5.48% | Q3 2026 | Oct 22, 2026 |
| Private Advisor Group, LLC | History | No change | 36,037 | 546 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 34,210 | 518 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 34,508 | 512 | 0.0% | 0.0% | 133 | -188 | -0.54% | Q3 2026 | Nov 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 33,623 | 509 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 32,300 | 489 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 32,837 | 487 | 0.01% | 0.01% | 136 | -400 | -1.2% | Q3 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 32,775 | 486 | 0.01% | 0.01% | 138 | +11,467 | 53.82% | Q3 2026 | Nov 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 32,068 | 486 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,186 | 477 | 0.0% | 0.0% | 139 | -4,934 | -13.29% | Q3 2026 | Nov 02, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 29,792 | 456 | 0.01% | 0.01% | 140 | +38 | 0.13% | Q3 2026 | Nov 06, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 30,025 | 455 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Murchinson Ltd. | History | No change | 30,000 | 454 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,331 | 450 | 0.0% | 0.0% | 143 | +9,495 | 45.57% | Q3 2026 | Nov 02, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 30,271 | 449 | 0.0% | 0.01% | 144 | -23,051 | -43.23% | Q3 2026 | Oct 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 27,861 | 422 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 27,494 | 416 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 27,303 | 413 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 27,102 | 410 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 26,558 | 402 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 26,403 | 400 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 26,604 | 394 | 0.0% | 0.0% | 151 | +496 | 1.9% | Q3 2026 | Nov 04, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 25,701 | 381 | 0.0% | 0.0% | 152 | -4,099 | -13.76% | Q3 2026 | Nov 09, 2026 |
| Intellus Advisors LLC | History | No change | 25,159 | 381 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 25,006 | 379 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 24,506 | 371 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Apella Capital, LLC | History | Added to | 24,267 | 357 | 0.0% | 0.01% | 156 | +209 | 0.87% | Q3 2026 | Oct 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 23,835 | 353 | 0.01% | 0.01% | 157 | -175 | -0.73% | Q3 2026 | Oct 28, 2026 |
| Aquatic Capital Management LLC | History | No change | 22,347 | 338 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | No change | 21,611 | 320 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 21,247 | 315 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 20,513 | 310 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 20,387 | 302 | 0.0% | 0.0% | 162 | -811 | -3.83% | Q3 2026 | Oct 28, 2026 |
| Focus Partners Wealth | History | No change | 19,790 | 300 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 20,252 | 300 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 20,113 | 298 | 0.02% | 0.03% | 165 | -11,095 | -35.55% | Q3 2026 | Oct 30, 2026 |
| Allegheny Financial Group | History | Reduced | 19,679 | 292 | 0.03% | 0.03% | 167 | -418 | -2.08% | Q3 2026 | Nov 05, 2026 |
| GROUP ONE TRADING LLC | History | No change | 19,300 | 292 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 18,590 | 281 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | New | 18,867 | 279 | 0.0% | — | 169 | +18,867 | New | Q3 2026 | Nov 05, 2026 |
| WESBANCO BANK INC | History | No change | 18,617 | 276 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Next Level Private LLC | History | Added to | 17,704 | 262 | 0.05% | 0.05% | 171 | +223 | 1.28% | Q3 2026 | Oct 20, 2026 |
| Headlands Technologies LLC | History | No change | 16,434 | 249 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BURNEY CO/ | History | Reduced | 16,745 | 248 | 0.01% | 0.01% | 174 | -5,083 | -23.29% | Q3 2026 | Oct 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 16,712 | 248 | 0.0% | 0.0% | 173 | -46 | -0.27% | Q3 2026 | Oct 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 16,690 | 247 | 0.0% | 0.0% | 175 | +6,262 | 60.05% | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,772 | 239 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zullo Investment Group, Inc. | History | No change | 16,118 | 239 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,098 | 238 | 0.0% | 0.0% | 178 | +3,800 | 30.9% | Q3 2026 | Nov 09, 2026 |
| DRW Securities, LLC | History | No change | 15,380 | 233 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 15,519 | 230 | 0.13% | 0.13% | 180 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Jacobi Capital Management LLC | History | Added to | 15,380 | 228 | 0.01% | 0.01% | 181 | +130 | 0.85% | Q3 2026 | Nov 05, 2026 |
| Entropy Technologies, LP | History | No change | 14,755 | 223 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 14,900 | 221 | 0.15% | 0.17% | 183 | -1,000 | -6.29% | Q3 2026 | Oct 08, 2026 |
| Squarepoint Ops LLC | History | New | 14,826 | 220 | 0.0% | — | 185 | +14,826 | New | Q3 2026 | Nov 09, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,550 | 220 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daytona Street Capital LLC | History | No change | 14,310 | 216 | 0.15% | 0.16% | 186 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 14,157 | 214 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McHugh Group, LLC | History | No change | 14,359 | 213 | 0.1% | 0.11% | 188 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Bank & Trust Co | History | Reduced | 14,311 | 212 | 0.13% | 0.15% | 189 | -976 | -6.38% | Q3 2026 | Oct 07, 2026 |
| XPONANCE LLC | History | Reduced | 14,125 | 209 | 0.0% | 0.0% | 191 | -249 | -1.73% | Q3 2026 | Nov 03, 2026 |
| SG Americas Securities, LLC | History | No change | 13,816 | 209 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 13,886 | 206 | 0.01% | 0.01% | 192 | +767 | 5.85% | Q3 2026 | Oct 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 13,513 | 204 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 13,455 | 202 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 13,160 | 199 | 0.18% | 0.18% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,121 | 198 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 13,098 | 194 | 0.02% | 0.03% | 199 | +166 | 1.28% | Q3 2026 | Oct 28, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 13,073 | 194 | 0.0% | 0.0% | 197 | +164 | 1.27% | Q3 2026 | Oct 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 12,807 | 194 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Asset Management Inc | History | Reduced | 12,959 | 192 | 0.0% | 0.0% | 201 | -242 | -1.83% | Q3 2026 | Nov 05, 2026 |
| COURIER CAPITAL LLC | History | Added to | 13,005 | 192 | 0.01% | 0.01% | 200 | +145 | 1.13% | Q3 2026 | Oct 19, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 12,650 | 191 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 12,568 | 190 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 12,747 | 189 | 0.01% | 0.01% | 204 | -1,044 | -7.57% | Q3 2026 | Oct 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,545 | 186 | 0.0% | 0.0% | 205 | +1,909 | 17.95% | Q3 2026 | Oct 23, 2026 |
| DnB Asset Management AS | History | No change | 11,716 | 177 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 11,051 | 167 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Price Financial Group Wealth Management, Inc | History | New | 11,205 | 164 | 2.0% | — | 208 | +11,205 | New | Q3 2026 | Nov 02, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 10,954 | 162 | 0.0% | 0.01% | 209 | -16,845 | -60.6% | Q3 2026 | Oct 13, 2026 |
| Longboard Asset Management, LP | History | No change | 10,717 | 159 | 4.28% | 2.72% | 210 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 10,632 | 157 | 0.0% | — | 211 | +10,632 | New | Q3 2026 | Oct 22, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 10,325 | 156 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 10,419 | 155 | 0.0% | 0.0% | 213 | +57 | 0.55% | Q3 2026 | Nov 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 9,423 | 140 | 0.0% | 0.0% | 214 | -508 | -5.12% | Q3 2026 | Oct 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,249 | 125 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 7,456 | 113 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,225 | 107 | 0.0% | 0.0% | 217 | -690 | -8.72% | Q3 2026 | Oct 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,943 | 105 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,960 | 105 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abound Wealth Management | History | Reduced | 6,317 | 93 | 0.02% | 0.02% | 220 | -201 | -3.08% | Q3 2026 | Oct 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 5,975 | 90 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,926 | 89 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,724 | 84 | 0.0% | 0.0% | 223 | -767 | -11.82% | Q3 2026 | Oct 08, 2026 |
| KBC Group NV | History | No change | 5,227 | 78 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,879 | 72 | 0.0% | 0.0% | 225 | +3 | 0.06% | Q3 2026 | Nov 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,784 | 72 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,262 | 63 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NBH Bank | History | No change | 4,000 | 59 | 0.02% | 0.03% | 228 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Ascentis Independent Advisors | History | Added to | 3,963 | 58 | 0.0% | 0.16% | 229 | +50 | 1.28% | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 3,751 | 55 | 0.0% | 0.0% | 230 | +3,648 | 3541.75% | Q3 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,585 | 54 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,525 | 53 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,479 | 51 | 0.0% | 0.0% | 233 | +748 | 27.39% | Q3 2026 | Oct 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,347 | 49 | 0.0% | 0.0% | 234 | +147 | 4.59% | Q3 2026 | Nov 09, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 3,003 | 45 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,918 | 43 | 0.0% | 0.0% | 236 | -83 | -2.77% | Q3 2026 | Oct 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,880 | 42 | 0.0% | 0.0% | 237 | +200 | 7.46% | Q3 2026 | Nov 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,694 | 40 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Versant Capital Management, Inc | History | No change | 2,653 | 39 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Compass Wealth Management LLC | History | New | 2,500 | 37 | 0.01% | — | 241 | +2,500 | New | Q3 2026 | Oct 22, 2026 |
| CNB Bank | History | No change | 2,557 | 37 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,400 | 36 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,250 | 34 | 0.0% | 0.0% | 243 | -32 | -1.4% | Q3 2026 | Nov 09, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,267 | 34 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,251 | 33 | 0.0% | 0.0% | 245 | +42 | 1.9% | Q3 2026 | Nov 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,041 | 30 | 0.0% | 0.0% | 246 | -79 | -3.73% | Q3 2026 | Oct 05, 2026 |
| ESL Trust Services, LLC | History | No change | 2,000 | 30 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Livelsberger Financial Advisory | History | New | 1,622 | 24 | 0.13% | — | 249 | +1,622 | New | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 1,634 | 24 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Seneschal Advisors, LLC | History | No change | 1,500 | 22 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,438 | 21 | 0.0% | 0.0% | 251 | +30 | 2.13% | Q3 2026 | Oct 27, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,358 | 20 | 0.0% | 0.0% | 252 | +8 | 0.59% | Q3 2026 | Oct 23, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1,184 | 17 | 0.0% | 0.0% | 255 | -75 | -5.96% | Q3 2026 | Oct 26, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,151 | 17 | 0.0% | 0.0% | 253 | +42 | 3.79% | Q3 2026 | Oct 23, 2026 |
| Optiver Holding B.V. | History | No change | 1,148 | 17 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,045 | 16 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,094 | 16 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 1,026 | 15 | 0.0% | — | 259 | +1,026 | New | Q3 2026 | Oct 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,036 | 15 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 987 | 14 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Covestor Ltd | History | Reduced | 747 | 12 | 0.01% | 0.01% | 261 | -50 | -6.27% | Q3 2026 | Oct 30, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 802 | 11 | 0.0% | — | 262 | +802 | New | Q3 2026 | Oct 16, 2026 |
| KFG LLC | History | New | 775 | 11 | 0.01% | — | 263 | +775 | New | Q3 2026 | Nov 02, 2026 |
| UMB Bank, n.a. | History | No change | 614 | 9 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| True Wealth Design, LLC | History | No change | 636 | 9 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 596 | 8 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | Added to | 480 | 7 | 0.0% | 0.0% | 269 | +346 | 258.21% | Q3 2026 | Nov 05, 2026 |
| Fortitude Family Office, LLC | History | Added to | 472 | 7 | 0.0% | 0.0% | 271 | +160 | 51.28% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 481 | 7 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 517 | 7 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 524 | 7 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| COUNTRY TRUST BANK | History | No change | 465 | 6 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 457 | 6 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Quarry LP | History | No change | 372 | 5 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 316 | 4 | 0.0% | 0.0% | 277 | -1,000 | -75.99% | Q3 2026 | Oct 16, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 295 | 4 | 0.0% | — | 278 | +295 | New | Q3 2026 | Oct 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 259 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Quantbot Technologies LP | History | No change | 317 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 232 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MOTCO | History | No change | 215 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 143 | 2 | 0.0% | 0.0% | 281 | +60 | 72.29% | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 165 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | No change | 182 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Triumph Capital Management | History | No change | 200 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Blue Trust, Inc. | History | No change | 152 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 146 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 142 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Clark Wealth Partners | History | New | 118 | 1 | 0.0% | — | 296 | +118 | New | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 115 | 1 | 0.0% | — | 295 | +115 | New | Q3 2026 | Nov 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 69 | 1 | 0.0% | — | 294 | +69 | New | Q3 2026 | Oct 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 85 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CVA Family Office, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RMG Wealth Management LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Spire Wealth Management | History | No change | 78 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 131 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,396 | -100.0% | Q3 2026 | Nov 09, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -19,890 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Teza Capital Management LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -13,755 | -100.0% | Q3 2026 | Oct 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,260 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,226 | -100.0% | Q3 2026 | Nov 06, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,684 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 56 | 0 | — | — | — | +56 | New | Q3 2026 | Nov 09, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2026 | Oct 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2026 | Nov 02, 2026 |
| UMB Private Wealth Management, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 19, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 50 | 0 | — | — | — | +24 | 92.31% | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | Reduced | 12 | 0 | — | — | — | -14 | -53.85% | Q3 2026 | Oct 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 28 | 0 | — | — | — | -4 | -12.5% | Q3 2026 | Nov 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 21 | 0 | — | — | — | +2 | 10.53% | Q3 2026 | Nov 03, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roble, Belko & Company, Inc | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Davis Capital Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 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% | Q3 2026 | Oct 15, 2026 |
| Bare Financial Services, Inc | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LRI Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 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% | Q3 2026 | Oct 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |