Blue Owl Capital Corp - OBDC

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.
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
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 16,445,728 178,765 0.16% 0.16% 1 0 0.0% Q2 2026 Aug 24, 2026
State of New Jersey Common Pension Fund A History No change 15,263,873 165,918 74.27% 74.27% 2 0 0.0% Q2 2026 Jul 27, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 14,568,973 158,364 1.71% 1.71% 3 0 0.0% Q2 2026 Jul 28, 2026
STRS OHIO History No change 13,465,473 146,369 0.55% 0.55% 4 0 0.0% Q2 2026 Jul 30, 2026
FMR LLC History No change 11,772,285 127,964 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 9,899,490 107,607 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 9,840,313 106,964 0.07% 0.07% 7 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 9,797,216 106,495 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 7,698,410 86,068 0.31% 0.31% 9 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 7,473,855 81,240 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 5,694,724 61,918 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 5,377,938 58,458 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 5,127,549 55,736 0.01% 0.01% 13 0 0.0% Q2 2026 Sep 02, 2026
WELLS FARGO & COMPANY/MN History No change 4,779,782 51,956 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
Generali Asset Management SPA SGR History No change 4,351,794 47,304 0.86% 0.86% 15 0 0.0% Q2 2026 Jul 30, 2026
ROBERT WOOD JOHNSON FOUNDATION History No change 4,218,864 45,859 56.59% 56.59% 16 0 0.0% Q2 2026 Jul 28, 2026
Sound Income Strategies, LLC History No change 4,204,742 45,705 2.05% 2.05% 17 0 0.0% Q2 2026 Jul 20, 2026
PRIVATE MANAGEMENT GROUP INC History No change 4,056,747 44,096 1.16% 1.16% 18 0 0.0% Q2 2026 Jul 31, 2026
HAMILTON LANE ADVISORS LLC History No change 3,406,230 37,025 24.92% 24.92% 19 0 0.0% Q2 2026 Jul 13, 2026
JPMORGAN CHASE & CO History No change 3,316,143 36,974 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
Lalia Capital, LLC History No change 3,215,467 34,952 16.99% 16.99% 21 0 0.0% Q2 2026 Aug 11, 2026
OMERS ADMINISTRATION Corp History No change 3,172,115 34,480 0.21% 0.21% 22 0 0.0% Q2 2026 Aug 13, 2026
ARES MANAGEMENT LLC History No change 2,872,757 31,226 1.36% 1.36% 23 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 2,742,247 29,808 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 06, 2026
Liberty Mutual Group Asset Management Inc. History No change 2,669,872 29,021 2.53% 2.53% 25 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 2,655,468 28,864 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 2,460,867 26,749 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 13, 2026
SOROS FUND MANAGEMENT LLC History No change 2,451,136 26,643 0.33% 0.33% 28 0 0.0% Q2 2026 Aug 14, 2026
Muzinich & Co., Inc. History No change 2,443,648 26,562 9.07% 9.07% 29 0 0.0% Q2 2026 Jul 27, 2026
LPL Financial LLC History No change 2,399,154 26,078 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,270,534 24,680 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
Blue Owl Capital Holdings LP History No change 2,045,070 22,229 3.35% 3.35% 32 0 0.0% Q2 2026 Aug 11, 2026
Union Bancaire Privee, UBP SA History No change 12,226 21,395 0.23% 0.23% 33 0 0.0% Q2 2026 Jul 16, 2026
BlackRock, Inc. History No change 1,945,430 21,146 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,916,090 20,827 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 1,874,613 20,377 0.01% 0.01% 36 0 0.0% Q2 2026 Jul 30, 2026
Janney Montgomery Scott LLC History No change 1,852,474 20,136 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 05, 2026
Apollon Wealth Management, LLC History No change 1,754,000 19,065 0.23% 0.23% 38 0 0.0% Q2 2026 Jul 22, 2026
Russell Investments Group, Ltd. History No change 1,750,226 19,024 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 06, 2026
Next Capital Management LLC History No change 1,688,690 18,473 4.99% 4.99% 40 0 0.0% Q2 2026 Aug 03, 2026
STEPHENS INC /AR/ History No change 1,550,470 16,853 0.19% 0.19% 41 0 0.0% Q2 2026 Jul 29, 2026
GOLDMAN SACHS GROUP INC History No change 1,467,203 15,948 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 1,441,994 15,674 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 13, 2026
Border to Coast Pensions Partnership Ltd History No change 1,300,000 14,119 0.21% 0.21% 44 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 1,253,711 13,627 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 1,238,605 13,463 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Lunate Capital Ltd History No change 1,200,244 13,046 6.66% 6.66% 47 0 0.0% Q2 2026 Jul 23, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC History No change 1,192,576 12,963 0.62% 0.62% 48 0 0.0% Q2 2026 Aug 14, 2026
Trinity Financial Advisors LLC History No change 1,121,592 12,539 3.22% 3.22% 49 0 0.0% Q2 2026 Jul 06, 2026
HighTower Advisors, LLC History No change 1,132,180 12,306 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 05, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 1,127,921 12,260 0.83% 0.83% 51 0 0.0% Q2 2026 Aug 04, 2026
CAZ INVESTMENTS LP History No change 1,124,305 12,221 12.74% 12.74% 52 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 1,092,624 11,876 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 917,624 9,974 0.18% 0.18% 54 0 0.0% Q2 2026 Aug 06, 2026
STIFEL FINANCIAL CORP History No change 904,927 9,836 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 887,048 9,642 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 27, 2026
Allen Investment Management, LLC History No change 861,454 9,364 0.11% 0.11% 57 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 852,000 9,261 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 849,662 9,236 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 804,046 8,836 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 14, 2026
Melia Wealth LLC History No change 778,167 8,458 4.87% 4.87% 61 0 0.0% Q2 2026 Aug 17, 2026
STATE STREET CORP History No change 732,566 8,188 0.0% 0.0% 62 0 0.0% Q2 2026 Sep 22, 2026
NICOLA WEALTH MANAGEMENT LTD. History No change 715,000 7,772 0.89% 0.89% 63 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 681,322 7,405 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 12, 2026
CANADA LIFE ASSURANCE Co History No change 638,566 6,921 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 13, 2026
Prairiewood Capital, LLC History No change 628,572 6,832 1.77% 1.77% 66 0 0.0% Q2 2026 Jul 28, 2026
Enstar Group LTD History No change 621,999 6,761 3.12% 3.12% 67 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 614,082 6,675 0.07% 0.07% 68 0 0.0% Q2 2026 Aug 10, 2026
Johnson Financial Group, Inc. History No change 587,973 6,560 0.22% 0.22% 69 0 0.0% Q2 2026 Aug 10, 2026
DANSKE BANK A/S History No change 589,365 6,406 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 10, 2026
INTRUST BANK NA History No change 566,133 6,153 0.45% 0.45% 71 0 0.0% Q2 2026 Aug 05, 2026
CERTUITY, LLC History No change 562,235 6,111 0.3% 0.3% 72 0 0.0% Q2 2026 Jul 28, 2026
Rothschild Wealth LLC History No change 559,279 6,079 0.49% 0.49% 73 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 546,603 5,941 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
SCS Capital Management LLC History No change 524,822 5,867 0.06% 0.06% 75 0 0.0% Q2 2026 Aug 06, 2026
EPIQ PARTNERS, LLC History No change 537,635 5,844 2.48% 2.48% 76 0 0.0% Q2 2026 Jul 07, 2026
Legal & General Group Plc History No change 537,152 5,836 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 533,220 5,796 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Callodine Capital Management, LP History No change 525,000 5,706 0.37% 0.37% 79 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 532,185 5,694 0.11% 0.11% 80 0 0.0% Q2 2026 Jul 29, 2026
Prota Financial, LLC History No change 525,192 5,672 3.73% 3.73% 81 0 0.0% Q2 2026 Jul 07, 2026
Jain Global LLC History No change 511,160 5,556 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 489,975 5,326 0.0% 0.0% 83 0 0.0% Q2 2026 Sep 23, 2026
Arkadios Wealth Advisors History No change 479,388 5,210 0.08% 0.08% 84 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 475,181 5,165 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 11, 2026
Bayshore Capital Advisors, LLC History No change 467,505 5,081 2.37% 2.37% 86 0 0.0% Q2 2026 Jul 22, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 466,094 5,066 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 442,435 4,809 0.07% 0.07% 88 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 436,473 4,744 0.01% 0.01% 89 0 0.0% Q2 2026 Jul 27, 2026
DENALI ADVISORS LLC History No change 429,166 4,665 0.47% 0.47% 90 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 426,996 4,641 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 13, 2026
Ilex Capital Partners (UK) LLP History No change 423,216 4,600 0.09% 0.09% 92 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 402,734 4,377 0.29% 0.29% 93 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 401,180 4,360 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Columbus Macro, LLC History No change 392,203 4,263 0.41% 0.41% 95 0 0.0% Q2 2026 Jul 22, 2026
GP Brinson Investments LLC History No change 404,249 4,240 1.81% 1.79% 96 0 0.0% Q3 2026 Oct 01, 2026
OPPENHEIMER & CO INC History No change 387,178 4,208 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 03, 2026
Pettinga Financial Advisors LLC History No change 386,416 4,200 0.67% 0.67% 98 0 0.0% Q2 2026 Jul 09, 2026
Lido Advisors, LLC History No change 367,950 4,105 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 07, 2026
Texas Capital Bank Wealth Management Services Inc History No change 373,316 4,057 0.22% 0.22% 100 0 0.0% Q2 2026 Aug 07, 2026
Trexquant Investment LP History No change 365,303 3,970 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 14, 2026
Naviter Wealth, LLC History No change 344,956 3,857 0.35% 0.35% 102 0 0.0% Q2 2026 Aug 07, 2026
Hennion & Walsh Asset Management, Inc. History No change 353,588 3,843 0.11% 0.11% 103 0 0.0% Q2 2026 Jul 08, 2026
GROUP ONE TRADING LLC History No change 352,831 3,835 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 349,843 3,802 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 10, 2026
TT Capital Management LLC History No change 349,061 3,794 2.96% 2.96% 106 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History No change 335,367 3,645 0.02% 0.02% 107 0 0.0% Q2 2026 Jul 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 320,944 3,586 0.07% 0.07% 108 0 0.0% Q2 2026 Aug 12, 2026
CONDOR CAPITAL MANAGEMENT History No change 327,029 3,554 0.27% 0.27% 109 0 0.0% Q2 2026 Aug 12, 2026
COBALT CAPITAL MANAGEMENT, INC. History No change 321,618 3,495 2.49% 2.49% 110 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 310,413 3,374 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 306,066 3,326 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 11, 2026
Bulldog Investors, LLP History No change 298,369 3,243 0.71% 0.71% 113 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 295,891 3,216 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 278,557 3,027 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 277,664 3,018 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 298,330 2,953 0.06% 0.06% 117 0 0.0% Q2 2026 Aug 14, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 269,709 2,829 0.05% 0.04% 118 +6,385 2.42% Q3 2026 Oct 01, 2026
Robertson Stephens Wealth Management, LLC History No change 241,451 2,699 0.07% 0.07% 119 0 0.0% Q2 2026 Jul 29, 2026
MILLENNIUM MANAGEMENT LLC History No change 247,956 2,695 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
CAXTON ASSOCIATES LLP History No change 237,704 2,583 0.05% 0.05% 121 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 222,255 2,415 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 29, 2026
Prime Capital Investment Advisors, LLC History No change 219,236 2,383 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 05, 2026
XTX Topco Ltd History No change 218,115 2,370 0.03% 0.03% 124 0 0.0% Q2 2026 Aug 14, 2026
Barnett & Company, Inc. History No change 211,850 2,302 1.7% 1.7% 125 0 0.0% Q2 2026 Aug 12, 2026
Cerberus Capital Management, L.P. History No change 210,000 2,282 0.11% 0.11% 126 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 203,227 2,209 0.14% 0.14% 127 0 0.0% Q2 2026 Aug 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 200,000 2,174 0.16% 0.16% 128 0 0.0% Q2 2026 Aug 14, 2026
Adams Asset Advisors, LLC History No change 197,655 2,148 0.24% 0.24% 129 0 0.0% Q2 2026 Jul 13, 2026
BEACON INVESTMENT ADVISORS LLC History No change 191,017 2,076 0.65% 0.65% 130 0 0.0% Q2 2026 Aug 13, 2026
LM Advisors LLC History No change 174,217 1,948 0.22% 0.22% 131 0 0.0% Q2 2026 Aug 12, 2026
M&G Plc History No change 176,000 1,936 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 06, 2026
Twin Tree Management, LP History No change 176,400 1,917 0.04% 0.04% 133 0 0.0% Q2 2026 Aug 12, 2026
Wealth Preservation Advisors, LLC History No change 172,626 1,876 1.07% 1.07% 134 0 0.0% Q2 2026 Aug 14, 2026
Palogic Value Management, L.P. History No change 172,238 1,872 0.62% 0.62% 135 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 171,010 1,858 0.04% 0.04% 136 0 0.0% Q2 2026 Jul 17, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 169,347 1,840 0.03% 0.03% 137 0 0.0% Q2 2026 Jul 15, 2026
Bank of New York Mellon Corp History No change 166,208 1,806 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA INVESTMENTS, LP History No change 164,652 1,789 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Tradition Wealth Management, LLC History No change 163,876 1,781 0.11% 0.11% 140 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 162,085 1,761 0.01% 0.01% 141 0 0.0% Q2 2026 Jul 24, 2026
Legacy Capital Wealth Partners, LLC History No change 158,296 1,720 0.33% 0.33% 142 0 0.0% Q2 2026 Aug 12, 2026
Intellectus Partners, LLC History No change 152,486 1,704 0.29% 0.29% 143 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 151,979 1,652 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Advisory, LLC History No change 151,955 1,651 0.14% 0.14% 145 0 0.0% Q2 2026 Jul 29, 2026
Tranquility Partners, LLC History No change 151,274 1,644 0.57% 0.57% 146 0 0.0% Q2 2026 Jul 23, 2026
Intrinsic Edge Capital Management LLC History No change 150,000 1,630 0.17% 0.17% 147 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 143,172 1,556 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 03, 2026
Y-Intercept (Hong Kong) Ltd History No change 133,766 1,454 0.03% 0.03% 149 0 0.0% Q2 2026 Jul 13, 2026
Diversify Advisory Services, LLC History No change 126,678 1,383 0.02% 0.02% 150 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 126,678 1,383 0.02% 0.02% 151 0 0.0% Q2 2026 Jul 29, 2026
Brookstone Capital Management History No change 125,014 1,358 0.01% 0.01% 152 0 0.0% Q2 2026 Jul 15, 2026
Quantinno Capital Management LP History No change 120,727 1,312 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
Chaney Capital Management, Inc. History No change 119,805 1,302 0.41% 0.41% 154 0 0.0% Q2 2026 Aug 12, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 119,721 1,301 0.06% 0.06% 155 0 0.0% Q2 2026 Jul 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 119,107 1,294 0.05% 0.05% 156 0 0.0% Q2 2026 Jul 27, 2026
DnB Asset Management AS History No change 117,961 1,282 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 11, 2026
Global Wealth Management Investment Advisory, Inc. History No change 116,637 1,267 0.18% 0.18% 158 0 0.0% Q2 2026 Jul 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 116,240 1,263 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 19, 2026
MML INVESTORS SERVICES, LLC History No change 115,633 1,256 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 07, 2026
IMC-Chicago, LLC History No change 112,926 1,227 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 06, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 112,324 1,220 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 112,327 1,220 0.18% 0.18% 163 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 107,998 1,173 0.04% 0.04% 164 0 0.0% Q2 2026 Aug 06, 2026
WEDBUSH SECURITIES INC History No change 100,451 1,092 0.03% 0.03% 165 0 0.0% Q2 2026 Jul 28, 2026
BANK OF MONTREAL /CAN/ History No change 97,926 1,064 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 12, 2026
Grange Capital, LLC History No change 96,647 1,050 0.97% 0.97% 167 0 0.0% Q2 2026 Jul 28, 2026
Coppell Advisory Solutions LLC History No change 103 1,035 0.09% 0.09% 168 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 94,538 1,027 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 28, 2026
FAMILY WEALTH PARTNERS, LLC History No change 88,380 960 0.29% 0.29% 170 0 0.0% Q2 2026 Jul 10, 2026
Pathstone Holdings, LLC History No change 87,670 952 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 82,749 899 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 06, 2026
HSBC HOLDINGS PLC History No change 82,350 895 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
UPTICK PARTNERS, LLC History No change 82,092 892 0.14% 0.14% 174 0 0.0% Q2 2026 Aug 10, 2026
Nuveen, LLC History No change 79,139 860 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 76,570 832 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
Icon Wealth Advisors, LLC History No change 75,940 825 0.05% 0.05% 177 0 0.0% Q2 2026 Aug 05, 2026
Garner Asset Management Corp History No change 75,822 824 0.27% 0.27% 178 0 0.0% Q2 2026 Aug 07, 2026
Nordwand Advisors, LLC History No change 73,275 796 0.12% 0.12% 179 0 0.0% Q2 2026 Aug 07, 2026
Diversified Trust Co History No change 73,004 793 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 17, 2026
Squarepoint Ops LLC History No change 72,829 791 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 71,462 776 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 69,992 760 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History No change 69,157 751 0.02% 0.02% 184 0 0.0% Q2 2026 Jul 08, 2026
NOMURA HOLDINGS INC History No change 68,723 747 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 67,374 732 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 28, 2026
Granite FO LLC History No change 67,300 731 0.39% 0.39% 187 0 0.0% Q2 2026 Jul 15, 2026
Farther Finance Advisors, LLC History No change 65,460 711 0.01% 0.01% 188 0 0.0% Q2 2026 Jul 17, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 64,615 702 0.12% 0.12% 189 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History No change 64,396 699 0.22% 0.22% 190 0 0.0% Q2 2026 Jul 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 63,295 688 0.08% 0.08% 191 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 62,700 682 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 62,516 679 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 27, 2026
Fiduciary Group, LLC History No change 62,489 679 0.05% 0.05% 194 0 0.0% Q2 2026 Aug 10, 2026
NWF Advisory Services Inc. History No change 61,908 672 0.06% 0.06% 195 0 0.0% Q2 2026 Jul 29, 2026
EAGLE GLOBAL ADVISORS LLC History No change 60,260 655 0.02% 0.02% 196 0 0.0% Q2 2026 Jul 30, 2026
Concorde Asset Management, LLC History No change 56,600 632 0.37% 0.37% 197 0 0.0% Q2 2026 Aug 18, 2026
Financial Gravity Companies, Inc. History No change 57,926 629 0.1% 0.1% 198 0 0.0% Q2 2026 Aug 05, 2026
Caprock Group, LLC History No change 52,836 618 0.01% 0.01% 199 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 55,556 603 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 10, 2026
AQR CAPITAL MANAGEMENT LLC History No change 54,040 587 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 53,370 580 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 12, 2026
Cordoba Advisory Partners LLC History No change 51,302 573 0.12% 0.12% 203 0 0.0% Q2 2026 Jul 21, 2026
VPR Management LLC History No change 52,407 569 0.23% 0.23% 204 0 0.0% Q2 2026 Aug 14, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 52,323 568 0.04% 0.04% 205 0 0.0% Q2 2026 Aug 06, 2026
MACKENZIE FINANCIAL CORP History No change 51,583 560 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 13, 2026
Argentarii, LLC History No change 48,000 560 0.17% 0.17% 207 0 0.0% Q2 2026 Aug 12, 2026
Evercore Wealth Management, LLC History No change 49,800 541 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 49,148 534 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 14, 2026
Ethos Financial Group, LLC History No change 48,945 532 0.04% 0.04% 210 0 0.0% Q2 2026 Aug 07, 2026
Brevan Howard Capital Management LP History No change 48,772 530 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 14, 2026
CIDEL ASSET MANAGEMENT INC History No change 48,830 530 0.03% 0.03% 212 0 0.0% Q2 2026 Jul 17, 2026
Trust Investment Advisors History No change 48,710 529 0.25% 0.25% 213 0 0.0% Q2 2026 Jul 24, 2026
BROWN ADVISORY INC History No change 47,985 521 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
Haven Private, LLC History No change 47,587 517 0.2% 0.2% 215 0 0.0% Q2 2026 Jul 28, 2026
BLAIR WILLIAM & CO/IL History No change 46,380 504 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 11, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 45,970 499 0.2% 0.2% 217 0 0.0% Q2 2026 Jul 27, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 45,893 498 0.07% 0.07% 218 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 45,389 497 0.0% 0.0% 219 0 0.0% Q2 2026 Jul 15, 2026
Joel Isaacson & Co., LLC History No change 44,789 486 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 04, 2026
WESPAC Advisors, LLC History No change 44,628 485 0.24% 0.24% 221 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 44,247 480 0.0% 0.0% 222 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 43,707 475 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 41,418 450 0.0% 0.0% 224 0 0.0% Q2 2026 Sep 09, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 41,345 449 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 39,494 441 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 12, 2026
Turtle Creek Wealth Advisors, LLC History No change 38,197 415 0.02% 0.02% 227 0 0.0% Q2 2026 Jul 27, 2026
Sterneck Capital Management, LLC History No change 37,859 411 0.18% 0.18% 228 0 0.0% Q2 2026 Jul 30, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 37,684 409 0.12% 0.12% 229 0 0.0% Q2 2026 Jul 31, 2026
BlueStem Wealth Partners, LLC History No change 37,644 409 0.04% 0.04% 230 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Partners, Inc. History No change 36,831 400 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 14, 2026
Family Manage LLC History No change 36,512 396 0.04% 0.04% 232 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 35,521 386 0.02% 0.02% 233 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 35,300 383 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 14, 2026
MQS Management LLC History No change 35,201 382 0.47% 0.47% 235 0 0.0% Q2 2026 Aug 07, 2026
Texas Yale Capital Corp. History No change 33,950 369 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 12, 2026
CHANNEL WEALTH LLC History No change 33,669 365 0.08% 0.08% 237 0 0.0% Q2 2026 Aug 04, 2026
SWEENEY & MICHEL, LLC History No change 30,000 349 0.09% 0.09% 238 0 0.0% Q2 2026 Aug 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 31,867 346 0.0% 0.0% 239 0 0.0% Q2 2026 Jul 28, 2026
Waverly Advisors, LLC History No change 31,673 344 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 30,792 334 0.14% 0.14% 241 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 30,589 332 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 07, 2026
TrueMark Investments, LLC History No change 30,413 330 0.04% 0.04% 243 0 0.0% Q2 2026 Jul 22, 2026
Hyposwiss Advisors SA History No change 30,400 330 0.31% 0.31% 244 0 0.0% Q2 2026 Jul 21, 2026
MCDONALD PARTNERS LLC History No change 30,000 326 0.08% 0.08% 245 0 0.0% Q2 2026 Jul 28, 2026
Tyche Wealth Partners LLC History No change 30,073 326 0.05% 0.05% 246 0 0.0% Q2 2026 Aug 06, 2026
PARK AVENUE SECURITIES LLC History No change 29,575 321 0.0% 0.0% 247 0 0.0% Q2 2026 Jul 20, 2026
Ballentine Partners, LLC History No change 29,328 318 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 17, 2026
Jefferies Financial Group Inc. History No change 29,197 317 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 17, 2026
Tidal Investments LLC History No change 29,180 317 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 13, 2026
COFG Advisors, LLC History No change 29,215 317 0.05% 0.05% 251 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 28,859 313 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 13, 2026
Pallas Capital Advisors LLC History No change 28,380 308 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 07, 2026
Millennium Capital Advisors, LLC History No change 28,109 305 0.17% 0.17% 254 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD BANCORP History No change 28,022 304 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 05, 2026
B. Riley Wealth Advisors, Inc. History No change 27,287 304 0.02% 0.02% 256 0 0.0% Q2 2026 Jul 14, 2026
Triumph Capital Management History No change 27,235 296 0.05% 0.05% 257 0 0.0% Q2 2026 Jul 20, 2026
J.W. COLE ADVISORS, INC. History No change 26,697 290 0.0% 0.0% 258 0 0.0% Q2 2026 Jul 21, 2026
Focus Partners Wealth History No change 26,558 288 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 12, 2026
DCM Advisors, LLC History No change 27,435 285 0.11% 0.11% 260 0 0.0% Q2 2026 Aug 13, 2026
Welch Group, LLC History No change 26,159 284 0.01% 0.01% 261 0 0.0% Q2 2026 Jul 23, 2026
Accurate Wealth Management, LLC History No change 25,578 280 0.03% 0.03% 262 0 0.0% Q2 2026 Jul 14, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 25,111 272 0.06% 0.06% 263 0 0.0% Q2 2026 Aug 10, 2026
Gilbert & Cook, Inc. History No change 24,698 268 0.03% 0.03% 264 0 0.0% Q2 2026 Jul 28, 2026
Neuberger Berman Group LLC History No change 24,516 266 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 24,458 265 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 03, 2026
Fort Point Capital Partners LLC History No change 23,470 262 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History No change 23,818 261 0.01% 0.01% 268 0 0.0% Q2 2026 Jul 13, 2026
Entropy Technologies, LP History No change 24,019 261 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 13, 2026
BTG Pactual Asset Management US LLC History No change 23,668 257 0.02% 0.02% 270 0 0.0% Q2 2026 Aug 14, 2026
Atala Financial Inc History No change 23,333 253 0.15% 0.15% 271 0 0.0% Q2 2026 Jul 23, 2026
HUB Investment Partners, LLC History No change 23,159 251 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 31, 2026
GatePass Capital, LLC History No change 23,000 250 0.09% 0.09% 273 0 0.0% Q2 2026 Jul 30, 2026
BFSG, LLC History No change 22,930 249 0.02% 0.02% 274 0 0.0% Q2 2026 Jul 20, 2026
Strategies Wealth Advisors, LLC History No change 22,082 240 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 21,732 239 0.02% 0.02% 276 0 0.0% Q2 2026 Jul 29, 2026
Wealthcare Advisory Partners LLC History No change 21,515 233 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 09, 2026
Equitable Holdings, Inc. History No change 21,365 232 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 17, 2026
Americana Partners, LLC History No change 21,336 231 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 05, 2026
Ashton Thomas Private Wealth, LLC History No change 21,329 231 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 29, 2026
Per Stirling Capital Management, LLC. History No change 21,193 230 0.02% 0.02% 281 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 20,967 227 0.02% 0.02% 282 0 0.0% Q2 2026 Aug 14, 2026
United Advisor Group, LLC History No change 20,805 226 0.02% 0.02% 283 0 0.0% Q2 2026 Jul 29, 2026
IPG Investment Advisors LLC History No change 20,155 225 0.03% 0.03% 284 0 0.0% Q2 2026 Aug 12, 2026
Alamar Capital Management, LLC History No change 20,000 223 0.11% 0.11% 285 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Consulting Group, LLC History No change 20,333 221 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 20,015 220 0.01% 0.01% 287 0 0.0% Q2 2026 Jul 14, 2026
Catalyst Funds Management Pty Ltd History No change 20,300 220 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History No change 20,118 218 0.0% 0.0% 289 0 0.0% Q2 2026 Jul 15, 2026
Brucke Financial, Inc. History No change 20,072 218 0.1% 0.1% 290 0 0.0% Q2 2026 Jul 21, 2026
SMH CAPITAL ADVISORS INC History No change 20,049 217 0.85% 0.85% 291 0 0.0% Q2 2026 Aug 13, 2026
Caption Management, LLC History No change 20,000 217 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 14, 2026
Massar Capital Management, LP History No change 19,982 217 0.02% 0.02% 293 0 0.0% Q2 2026 Aug 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 19,478 211 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History No change 19,238 209 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 18,972 206 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 23, 2026
Bluespring Wealth Management, LLC History No change 18,957 206 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 11, 2026
FIRST MANHATTAN CO. LLC. History No change 18,300 204 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 14, 2026
Amplius Wealth Advisors, LLC History No change 18,816 204 0.01% 0.01% 299 0 0.0% Q2 2026 Jul 17, 2026
Ignite Planners, LLC History No change 18,370 199 0.03% 0.03% 300 0 0.0% Q2 2026 Jul 23, 2026
Catalyst Capital Advisors LLC History No change 18,249 198 0.0% 0.0% 301 0 0.0% Q2 2026 Jul 24, 2026
NorthRock Partners, LLC History No change 18,034 196 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 11, 2026
TECTONIC ADVISORS LLC History No change 18,090 196 0.01% 0.01% 303 0 0.0% Q2 2026 Jul 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 17,470 189 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 12, 2026
Core Wealth Partners LLC History No change 17,456 189 0.08% 0.08% 305 0 0.0% Q2 2026 Jul 17, 2026
Regatta Research & Money Management History No change 17,450 189 0.18% 0.18% 306 0 0.0% Q2 2026 Aug 11, 2026
First Heartland Consultants, Inc. History No change 17,329 188 0.01% 0.01% 307 0 0.0% Q2 2026 Jul 08, 2026
Wealthfront Advisers LLC History No change 17,296 188 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 07, 2026
Osbon Capital Management LLC History No change 17,080 185 0.15% 0.15% 309 0 0.0% Q2 2026 Aug 13, 2026
Accredited Investors Inc. History No change 16,736 181 0.01% 0.01% 310 0 0.0% Q2 2026 Jul 21, 2026
Pasadena Private Wealth, LLC History No change 16,650 180 0.02% 0.02% 311 0 0.0% Q2 2026 Aug 10, 2026
LVW Advisors, LLC History No change 16,447 178 0.02% 0.02% 312 0 0.0% Q2 2026 Jul 15, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 15,914 172 0.05% 0.05% 313 0 0.0% Q2 2026 Aug 17, 2026
Stratos Wealth Partners, LTD. History No change 15,773 171 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 15,477 168 0.0% 0.0% 315 0 0.0% Q2 2026 Sep 08, 2026
Turim 21 Investimentos Ltda. History No change 15,416 167 0.03% 0.03% 316 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 15,185 165 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 18, 2026
CreativeOne Wealth, LLC History No change 15,057 163 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 13, 2026
Abel Hall, LLC History No change 15,000 163 0.03% 0.03% 319 0 0.0% Q2 2026 Jul 24, 2026
Bank Pictet & Cie (Europe) AG History No change 14,452 157 0.0% 0.0% 320 0 0.0% Q2 2026 Jul 24, 2026
Venturi Wealth Management, LLC History No change 14,500 157 0.01% 0.01% 321 0 0.0% Q2 2026 Jul 20, 2026
Avidian Wealth Enterprises, LLC History No change 14,430 156 0.0% 0.0% 322 0 0.0% Q2 2026 Jul 24, 2026
Vident Advisory, LLC History No change 14,197 154 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 12, 2026
Premier Path Wealth Partners, LLC History No change 14,000 152 0.02% 0.02% 324 0 0.0% Q2 2026 Jul 21, 2026
BIP Wealth, LLC History No change 13,927 151 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 13,846 150 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 06, 2026
Laidlaw Wealth Management LLC History No change 13,850 150 0.43% 0.43% 327 0 0.0% Q2 2026 Aug 11, 2026
High Note Wealth, LLC History No change 13,846 150 0.03% 0.03% 328 0 0.0% Q2 2026 Jul 23, 2026
Johnson Financial Group, LLC History No change 13,637 148 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 06, 2026
INGALLS & SNYDER LLC History No change 13,445 146 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 12,987 141 0.03% 0.03% 331 0 0.0% Q2 2026 Jul 16, 2026
FreeGulliver LLC History No change 12,800 139 0.05% 0.05% 332 0 0.0% Q2 2026 Aug 11, 2026
Sage Investment Counsel LLC History No change 12,855 139 0.14% 0.14% 333 0 0.0% Q2 2026 Jul 22, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 12,750 138 0.01% 0.01% 334 0 0.0% Q2 2026 Jul 28, 2026
Guilbault Capital LLC History No change 12,696 138 0.14% 0.14% 335 0 0.0% Q2 2026 Jul 23, 2026
Kovack Advisors, Inc. History No change 12,686 137 0.01% 0.01% 336 0 0.0% Q2 2026 Jul 28, 2026
CULLEN/FROST BANKERS, INC. History No change 12,600 136 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 27, 2026
Everhart Financial Group, Inc. History No change 12,477 135 0.01% 0.01% 338 0 0.0% Q2 2026 Jul 08, 2026
DRW Securities, LLC History No change 12,094 131 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 11,966 130 0.0% 0.0% 340 0 0.0% Q2 2026 Jul 24, 2026
National Philanthropic Trust History No change 11,645 126 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History No change 11,500 125 0.01% 0.01% 342 0 0.0% Q2 2026 Jul 09, 2026
Beaumont Financial Advisors, LLC History No change 11,573 125 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 04, 2026
Crestwood Advisors Group, LLC History No change 11,434 124 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 03, 2026
Teamwork Financial Advisors, LLC History No change 11,463 124 0.01% 0.01% 345 0 0.0% Q2 2026 Jul 08, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 11,000 119 0.07% 0.07% 346 0 0.0% Q2 2026 Jul 29, 2026
CIBC WORLD MARKET INC. History No change 10,909 118 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 13, 2026
TCTC Holdings, LLC History No change 10,862 118 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History No change 10,819 117 0.0% 0.0% 349 0 0.0% Q2 2026 Jul 09, 2026
BlueChip Wealth Advisors LLC History No change 10,837 117 0.04% 0.04% 350 0 0.0% Q2 2026 Jul 30, 2026
Avior Wealth Management, LLC History No change 10,714 116 0.0% 0.0% 351 0 0.0% Q2 2026 Jul 07, 2026
FORTEM FINANCIAL GROUP, LLC History No change 10,680 116 0.02% 0.02% 352 0 0.0% Q2 2026 Jul 20, 2026
Banco BTG Pactual S.A. History No change 10,608 115 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 07, 2026
Pioneer Family Office, LLC History No change 10,500 114 0.06% 0.06% 354 0 0.0% Q2 2026 Jul 27, 2026
BBR PARTNERS, LLC History No change 10,305 112 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 11, 2026
EIGHT 31 FINANCIAL, LLC History No change 10,345 112 0.07% 0.07% 356 0 0.0% Q2 2026 Aug 13, 2026
Everest Financial Group LLC History No change 10,374 112 0.02% 0.02% 357 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 10,298 111 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 10,162 110 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 03, 2026
One Charles Private Wealth Services, LLC History No change 10,028 109 0.03% 0.03% 360 0 0.0% Q2 2026 Jul 15, 2026
Federation des caisses Desjardins du Quebec History No change 10,085 109 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 13, 2026
OARSMAN CAPITAL, INC. History No change 10,000 108 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 07, 2026
Attessa Capital LLC History No change 10,000 108 0.05% 0.05% 363 0 0.0% Q2 2026 Jul 07, 2026
Napier Financial, LLC History No change 9,873 107 0.02% 0.02% 364 0 0.0% Q2 2026 Jul 31, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 8,818 96 0.07% 0.07% 365 0 0.0% Q2 2026 Aug 18, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 7,974 86 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 13, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 7,622 82 0.04% 0.04% 367 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History No change 7,075 76 0.0% 0.0% 368 0 0.0% Q2 2026 Jul 22, 2026
Westfuller Advisors, LLC History No change 6,373 71 0.03% 0.03% 369 0 0.0% Q2 2026 Jul 29, 2026
Blue Trust, Inc. History No change 6,499 70 0.0% 0.0% 370 0 0.0% Q2 2026 Jul 21, 2026
Parallel Advisors, LLC History No change 5,771 62 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 05, 2026
SouthState Bank Corp History No change 4,840 52 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 06, 2026
VISION FINANCIAL MARKETS LLC History No change 4,815 52 0.05% 0.05% 373 0 0.0% Q2 2026 Jul 24, 2026
Crewe Advisors LLC History No change 4,432 48 0.0% 0.0% 374 0 0.0% Q2 2026 Jul 23, 2026
Bayforest Capital Ltd History No change 4,292 46 0.04% 0.04% 375 0 0.0% Q2 2026 Aug 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 4,000 43 0.0% 0.0% 376 0 0.0% Q2 2026 Jul 31, 2026
PRIVATE TRUST CO NA History No change 4,000 43 0.0% 0.0% 377 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 3,880 42 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 11, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 3,200 34 0.01% 0.01% 379 0 0.0% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History No change 3,092 33 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 20, 2026
Key Capital Management, INC History No change 3,051 33 0.02% 0.02% 381 0 0.0% Q2 2026 Jul 27, 2026
Anchor Investment Management, LLC History No change 3,000 32 0.0% 0.0% 382 0 0.0% Q2 2026 Sep 15, 2026
Bogart Wealth, LLC History No change 3,000 32 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 24, 2026
FNY Investment Advisers, LLC History No change 2,700 29 0.01% 0.01% 384 0 0.0% Q2 2026 Jul 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,600 28 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 2,638 28 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 11, 2026
NFSG Corp History No change 2,511 27 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 14, 2026
Burk Holdings LLC History No change 2,515 27 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 12, 2026
NBT BANK, N.A. History No change 2,200 23 0.0% 0.0% 389 0 0.0% Q2 2026 Jul 29, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 1,912 20 0.01% 0.01% 390 0 0.0% Q2 2026 Jul 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,829 19 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,713 18 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,688 18 0.0% 0.0% 393 0 0.0% Q2 2026 Jul 14, 2026
SHP Wealth Management History No change 1,566 17 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 1,500 16 0.0% 0.0% 395 0 0.0% Q2 2026 Jul 28, 2026
Tower Research Capital LLC (TRC) History No change 1,477 16 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 11, 2026
VSM Wealth Advisory, LLC History No change 1,405 15 0.0% 0.0% 397 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 1,350 14 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 13, 2026
LGT Financial Advisors LLC History No change 1,294 14 0.07% 0.07% 399 0 0.0% Q2 2026 Jul 24, 2026
Caitlin John, LLC History No change 1,350 14 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 17, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 980 11 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 10, 2026
Quantbot Technologies LP History No change 950 10 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 12, 2026
Aventura Private Wealth, LLC History No change 996 10 0.0% 0.0% 403 0 0.0% Q2 2026 Jul 15, 2026
North Star Investment Management Corp. History No change 850 9 0.0% 0.0% 404 0 0.0% Q2 2026 Jul 28, 2026
UMB Bank, n.a. History No change 645 7 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 700 7 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 22, 2026
CoreCap Advisors, LLC History No change 604 6 0.0% 0.0% 407 0 0.0% Q2 2026 Jul 06, 2026
LRI Investments, LLC History No change 626 6 0.0% 0.0% 408 0 0.0% Q2 2026 Jul 14, 2026
Purpose Unlimited Inc. History No change 557 6 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 527 5 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 12, 2026
AdvisorNet Financial, Inc History No change 512 5 0.0% 0.0% 411 0 0.0% Q2 2026 Jul 23, 2026
Bank of New Hampshire History No change 500 5 0.0% 0.0% 412 0 0.0% Q2 2026 Jul 14, 2026
Cape Investment Advisory, Inc. History No change 500 5 0.0% 0.0% 413 0 0.0% Q2 2026 Jul 23, 2026
Caitong International Asset Management Co., Ltd History No change 500 5 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 04, 2026
Archer Investment Corp History No change 350 3 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 03, 2026
Roxbury Financial LLC History New 200 2 0.0% — 421 +200 New Q3 2026 Oct 01, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 200 2 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 05, 2026
Parkside Financial Bank & Trust History No change 191 2 0.0% 0.0% 417 0 0.0% Q2 2026 Sep 04, 2026
Physician Wealth Advisors, Inc. History No change 259 2 0.0% 0.0% 418 0 0.0% Q2 2026 Jul 20, 2026
SWAN Capital LLC History No change 225 2 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 250 2 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 47 1 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 103 1 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 96 1 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 12, 2026
Hilton Head Capital Partners, LLC History No change 180 1 0.0% 0.0% 425 0 0.0% Q2 2026 Jul 27, 2026
BARCLAYS PLC History No change 31 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History No change 14,100 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Westend Capital Management, LLC History No change 70 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History No change 66 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Larson Financial Group LLC History No change 75 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
DHJJ Financial Advisors, Ltd. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Spire Wealth Management History No change 50 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Quarry LP History No change 82 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Allied Private Wealth LLC History No change 30 0 — — — 0 0.0% Q2 2026 Jul 09, 2026