Owens Corning - OC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 8,814,550 1,401,160 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 5,468,670 869,299 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 3,679,060 577,888 0.2% 0.2% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,630,191 577,055 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 3,097,509 492,380 0.01% 0.01% 5 0 0.0% Q2 2026 Sep 22, 2026
FIRST TRUST ADVISORS LP History No change 2,899,702 460,936 0.27% 0.27% 6 0 0.0% Q2 2026 Aug 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,156,498 368,502 0.07% 0.09% 7 +204,513 6.93% Q3 2026 Nov 04, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,255,518 358,537 0.16% 0.16% 8 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,218,358 352,630 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 13, 2026
DAVIS SELECTED ADVISERS History No change 2,081,213 330,714 1.42% 1.42% 10 0 0.0% Q2 2026 Aug 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,925,106 324,751 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,689,068 268,495 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 1,522,480 242,013 0.44% 0.44% 13 0 0.0% Q2 2026 Aug 06, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 1,255,057 198,662 0.16% 0.16% 14 0 0.0% Q2 2026 Aug 05, 2026
Point72 Asset Management, L.P. History No change 1,227,626 195,143 0.22% 0.22% 15 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 1,103,877 175,472 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 12, 2026
HARRIS ASSOCIATES L P History No change 1,095,517 174,143 0.23% 0.23% 17 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,066,825 167,044 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 12, 2026
Nykredit A/S History No change 1,044,808 166,082 0.63% 0.63% 19 0 0.0% Q2 2026 Sep 08, 2026
GENDELL JEFFREY L History No change 1,007,315 160,122 1.41% 1.41% 20 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 957,875 152,263 0.07% 0.07% 21 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 840,997 133,684 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 777,568 123,602 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 723,481 115,004 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 715,474 113,731 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 714,742 113,615 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 14, 2026
Clean Energy Transition LLP History No change 705,286 112,112 7.81% 7.81% 27 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 678,232 107,811 0.06% 0.06% 28 0 0.0% Q2 2026 Aug 07, 2026
SOUND SHORE MANAGEMENT INC /CT/ History No change 584,629 92,932 2.86% 2.86% 29 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 584,425 92,899 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 579,516 92,119 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 587,383 91,661 0.06% 0.06% 32 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 531,102 84,423 0.11% 0.11% 33 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 529,658 84,194 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 713,777 83,326 0.01% 0.02% 35 +136,089 23.56% Q3 2026 Nov 05, 2026
DEUTSCHE BANK AG\ History No change 518,994 82,499 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD FIDUCIARY TRUST CO History No change 509,634 81,011 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 469,629 74,652 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
LGT Group Foundation History No change 463,578 73,690 0.83% 0.83% 39 0 0.0% Q2 2026 Aug 10, 2026
UBS Group AG History No change 449,335 71,426 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 432,385 68,731 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 400,722 63,698 0.15% 0.15% 42 0 0.0% Q2 2026 Aug 14, 2026
River Road Asset Management, LLC History No change 340,103 54,062 0.6% 0.6% 43 0 0.0% Q2 2026 Jul 17, 2026
Lodge Hill Capital, LLC History No change 337,870 53,707 9.01% 9.01% 44 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 336,187 53,440 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 443,573 48,003 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 14, 2026
Callodine Capital Management, LP History No change 290,130 46,119 3.01% 3.01% 47 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History Reduced 392,833 45,996 0.07% 0.23% 48 -608,547 -60.77% Q3 2026 Nov 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 386,420 45,112 0.02% 0.03% 49 -29,886 -7.18% Q3 2026 Nov 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 281,874 44,806 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 270,425 42,965 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 270,107 42,932 0.04% 0.04% 52 0 0.0% Q2 2026 Aug 06, 2026
MARSHALL WACE, LLP History No change 249,080 39,593 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 13, 2026
GREAT LAKES ADVISORS, LLC History No change 235,628 37,455 0.29% 0.29% 54 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 226,274 35,968 0.04% 0.04% 55 0 0.0% Q2 2026 Aug 13, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History No change 225,264 35,808 0.71% 0.71% 56 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 224,495 35,685 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 11, 2026
MACKENZIE FINANCIAL CORP History Added to 301,919 35,246 0.04% 0.01% 58 +254,716 539.62% Q3 2026 Nov 02, 2026
Swedbank AB History No change 289,357 33,779 0.03% 0.04% 59 0 0.0% Q3 2026 Oct 27, 2026
BARCLAYS PLC History No change 206,046 32,753 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 188,052 29,889 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 186,452 29,638 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
NAN FUNG TRINITY (HK) Ltd History No change 186,324 29,618 2.92% 2.92% 63 0 0.0% Q2 2026 Jul 24, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 186,000 29,566 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 183,688 29,199 0.08% 0.08% 65 0 0.0% Q2 2026 Aug 12, 2026
Raiffeisen Bank International AG History Reduced 238,588 28,239 0.33% 0.52% 66 -43,220 -15.34% Q3 2026 Oct 28, 2026
ROYAL BANK OF CANADA History No change 175,909 27,963 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 172,488 27,418 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 172,329 27,393 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 164,834 26,199 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 161,300 25,640 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 11, 2026
Invenomic Capital Management LP History No change 160,637 25,534 1.53% 1.53% 72 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 156,739 24,915 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
Triodos Investment Management BV History No change 156,000 24,797 1.51% 1.51% 74 0 0.0% Q2 2026 Jul 29, 2026
CINCINNATI INSURANCE CO History No change 212,000 24,748 0.36% 0.49% 75 0 0.0% Q3 2026 Nov 03, 2026
CINCINNATI FINANCIAL CORP History No change 209,000 24,398 0.46% 0.63% 76 0 0.0% Q3 2026 Nov 03, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 152,215 24,196 0.46% 0.46% 77 0 0.0% Q2 2026 Aug 14, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 204,917 23,922 0.42% 0.76% 78 -80,929 -28.31% Q3 2026 Oct 13, 2026
JUPITER ASSET MANAGEMENT LTD History No change 150,006 23,844 0.12% 0.12% 79 0 0.0% Q2 2026 Aug 10, 2026
Lombard Odier Asset Management (Europe) Ltd History No change 143,945 22,881 0.97% 0.97% 80 0 0.0% Q2 2026 Aug 14, 2026
Kimelman & Baird, LLC History Reduced 194,601 22,717 1.71% 2.29% 81 -1,324 -0.68% Q3 2026 Nov 03, 2026
PRUDENTIAL FINANCIAL INC History No change 141,142 22,435 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 135,370 21,518 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 12, 2026
Distillate Capital Partners LLC History No change 133,194 21,172 1.1% 1.1% 84 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 130,381 20,725 0.0% 0.0% 85 0 0.0% Q2 2026 Sep 23, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 130,000 20,664 0.27% 0.27% 86 0 0.0% Q2 2026 Aug 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 129,065 20,516 0.14% 0.14% 87 0 0.0% Q2 2026 Aug 12, 2026
Retirement Systems of Alabama History Reduced 172,585 20,147 0.06% 0.08% 88 -1,753 -1.01% Q3 2026 Nov 04, 2026
CITADEL ADVISORS LLC History No change 121,648 19,337 0.0% 0.0% 89 0 0.0% Q2 2026 Sep 02, 2026
CREDIT AGRICOLE S A History No change 119,902 19,059 0.04% 0.04% 90 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 119,608 19,012 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 114,879 18,259 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 114,687 18,230 0.08% 0.08% 93 0 0.0% Q2 2026 Aug 11, 2026
Handelsbanken Fonder AB History No change 113,858 18,099 0.05% 0.05% 94 0 0.0% Q2 2026 Jul 10, 2026
BCV Asset Management Inc. History No change 104,466 16,335 0.49% 0.49% 95 0 0.0% Q2 2026 Aug 10, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 100,127 15,916 0.05% 0.05% 96 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History Added to 133,340 15,566 0.01% 0.01% 97 +11,989 9.88% Q3 2026 Nov 04, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 132,150 15,427 0.01% 0.01% 98 +8,962 7.28% Q3 2026 Nov 04, 2026
Pictet Asset Management Holding SA History Added to 126,853 14,808 0.01% 0.01% 99 +30,141 31.17% Q3 2026 Nov 03, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 92,927 14,771 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 24, 2026
STIFEL FINANCIAL CORP History No change 84,081 13,365 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 12, 2026
BANQUE PICTET & CIE SA History Reduced 112,810 13,169 0.09% 0.51% 102 -398,161 -77.92% Q3 2026 Oct 16, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 81,790 13,001 0.03% 0.03% 103 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 80,186 12,746 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTLINE CAPITAL MANAGEMENT, LLC History No change 80,000 12,716 2.76% 2.76% 105 0 0.0% Q2 2026 Aug 14, 2026
Skylands Capital, LLC History Reduced 106,915 12,481 1.64% 2.23% 106 -7,525 -6.58% Q3 2026 Oct 21, 2026
Man Group plc History No change 78,477 12,474 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 14, 2026
ABN AMRO Bank N.V. History No change 78,255 12,454 0.16% 0.16% 108 0 0.0% Q2 2026 Aug 06, 2026
Rafferty Asset Management, LLC History No change 77,454 12,312 0.03% 0.03% 109 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 77,071 12,251 0.08% 0.08% 110 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 76,842 12,214 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 14, 2026
ARGA Investment Management, LP History Reduced 103,202 12,047 0.31% 0.45% 112 -7,595 -6.85% Q3 2026 Oct 30, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 73,671 11,711 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History Reduced 97,837 11,576 0.01% 0.09% 114 -416,358 -80.97% Q3 2026 Oct 27, 2026
Tiptree Advisors, LLC History No change 72,000 11,445 7.07% 7.07% 115 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 70,828 11,258 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 95,637 11,164 0.01% 0.01% 117 +28,451 42.35% Q3 2026 Nov 02, 2026
Edgestream Partners, L.P. History No change 67,692 10,760 0.32% 0.32% 118 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 66,612 10,588 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 19, 2026
KBC Group NV History Reduced 90,092 10,517 0.02% 0.04% 120 -16,105 -15.17% Q3 2026 Oct 22, 2026
M&G Plc History Reduced 89,710 10,496 0.05% 0.07% 121 -122 -0.14% Q3 2026 Nov 04, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 65,194 10,363 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 10, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 87,406 10,203 0.18% 0.24% 123 -2,342 -2.61% Q3 2026 Oct 13, 2026
ExodusPoint Capital Management, LP History No change 64,106 10,190 0.07% 0.07% 124 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 63,629 10,114 0.01% 0.01% 125 0 0.0% Q2 2026 Sep 09, 2026
Allianz Asset Management GmbH History No change 63,373 10,073 0.01% 0.01% 126 0 0.0% Q2 2026 Sep 02, 2026
Candriam S.C.A. History Reduced 83,889 9,828 0.04% 0.09% 127 -35,063 -29.48% Q3 2026 Nov 03, 2026
Cincinnati Specialty Underwriters Insurance CO History No change 83,700 9,771 2.15% 2.96% 128 0 0.0% Q3 2026 Nov 03, 2026
RWC Asset Management LLP History Reduced 83,231 9,716 0.36% 0.69% 129 -32,150 -27.86% Q3 2026 Oct 22, 2026
COMMERCE BANK History No change 57,015 9,063 0.04% 0.04% 130 0 0.0% Q2 2026 Aug 12, 2026
Guinness Asset Management LTD History Added to 74,745 8,725 0.14% 0.17% 131 +9,731 14.97% Q3 2026 Nov 05, 2026
Advisors Capital Management, LLC History No change 53,306 8,473 0.09% 0.09% 132 0 0.0% Q2 2026 Aug 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 52,526 8,349 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 11, 2026
Rathbones Group PLC History No change 51,981 8,262 0.03% 0.03% 134 0 0.0% Q2 2026 Jul 23, 2026
South Dakota Investment Council History No change 50,865 8,086 0.14% 0.14% 135 0 0.0% Q2 2026 Aug 11, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 50,000 7,948 0.11% 0.11% 136 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 49,095 7,796 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 80,536 7,663 0.01% 0.01% 138 +16,565 25.89% Q3 2026 Oct 13, 2026
Bank Pictet & Cie (Europe) AG History Reduced 62,787 7,329 0.14% 0.97% 139 -249,386 -79.89% Q3 2026 Oct 20, 2026
Vanguard Global Advisers, LLC History No change 45,754 7,273 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 45,641 7,256 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 06, 2026
Robeco Schweiz AG History Reduced 58,560 6,836 0.12% 0.15% 142 -1,440 -2.4% Q3 2026 Oct 23, 2026
Coppell Advisory Solutions LLC History No change 3 6,692 0.55% 0.55% 143 0 0.0% Q2 2026 Aug 14, 2026
Hodges Capital Management Inc. History No change 41,982 6,673 0.44% 0.44% 144 0 0.0% Q2 2026 Aug 03, 2026
Corient Private Wealth LP History No change 40,157 6,383 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 27, 2026
LPL Financial LLC History No change 39,359 6,256 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 07, 2026
MetLife Investment Management, LLC History No change 38,757 6,160 0.03% 0.03% 147 0 0.0% Q2 2026 Aug 13, 2026
MIROVA History No change 38,350 6,096 0.23% 0.23% 148 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 37,925 6,028 0.01% 0.01% 149 0 0.0% Q2 2026 Jul 29, 2026
SG Americas Securities, LLC History No change 37,356 5,938 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 07, 2026
SummitTX Capital, L.P. History No change 37,302 5,929 0.15% 0.15% 151 0 0.0% Q2 2026 Aug 14, 2026
Interval Partners, LP History No change 36,869 5,860 0.15% 0.15% 152 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 36,333 5,775 0.04% 0.04% 153 0 0.0% Q2 2026 Jul 23, 2026
Militia Capital Management LLC History No change 35,000 5,563 0.17% 0.17% 154 0 0.0% Q2 2026 Aug 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 34,991 5,562 0.16% 0.16% 155 0 0.0% Q2 2026 Aug 10, 2026
State of Tennessee, Department of Treasury History No change 34,910 5,549 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 34,039 5,410 0.02% 0.02% 157 0 0.0% Q2 2026 Aug 13, 2026
Treasurer of the State of North Carolina History No change 33,936 5,394 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History No change 33,705 5,357 0.23% 0.23% 159 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 45,588 5,322 0.01% 0.01% 160 0 0.0% Q3 2026 Oct 22, 2026
NATIONAL BANK OF CANADA /FI/ History No change 32,822 5,214 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 10, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 32,742 5,204 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 12, 2026
Eurizon Capital SGR S.p.A. History No change 32,501 5,139 0.01% 0.01% 163 0 0.0% Q2 2026 Jul 29, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 32,052 5,094 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History Reduced 42,832 5,000 0.0% 0.0% 165 -26,568 -38.28% Q3 2026 Nov 05, 2026
FIFTH THIRD BANCORP History Reduced 42,486 4,959 0.01% 0.01% 166 -3,446 -7.5% Q3 2026 Nov 05, 2026
BANK OF MONTREAL /CAN/ History No change 31,167 4,954 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 12, 2026
Y-Intercept (Hong Kong) Ltd History Added to 42,131 4,918 0.11% 0.13% 168 +244 0.58% Q3 2026 Oct 16, 2026
Robeco Institutional Asset Management B.V. History Reduced 42,012 4,904 0.01% 0.02% 169 -83,385 -66.5% Q3 2026 Oct 20, 2026
Hudson Bay Capital Management LP History No change 30,384 4,829 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 14, 2026
SEB Asset Management AB History Added to 40,362 4,711 0.02% 0.02% 171 +2,498 6.6% Q3 2026 Nov 04, 2026
CastleKnight Management LP History No change 29,600 4,705 0.06% 0.06% 172 0 0.0% Q2 2026 Aug 14, 2026
FOSTER & MOTLEY INC History No change 29,520 4,692 0.22% 0.22% 173 0 0.0% Q2 2026 Aug 07, 2026
CIBC WORLD MARKET INC. History No change 28,798 4,577 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 28,600 4,546 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 28,331 4,503 0.06% 0.06% 176 0 0.0% Q2 2026 Aug 13, 2026
apricus wealth, LLC History Reduced 38,247 4,464 2.01% 2.96% 177 -820 -2.1% Q3 2026 Oct 26, 2026
Walleye Capital LLC History No change 27,306 4,340 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 03, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 27,250 4,331 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 27,157 4,316 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 17, 2026
WealthBridge Investment Counsel Inc. History Reduced 35,635 4,160 1.1% 1.54% 181 -550 -1.52% Q3 2026 Oct 13, 2026
AMALGAMATED BANK History Reduced 35,486 4,143 0.03% 0.04% 182 -312 -0.87% Q3 2026 Oct 23, 2026
State of Alaska, Department of Revenue History Reduced 34,849 4,067 0.04% 0.06% 183 -399 -1.13% Q3 2026 Oct 15, 2026
Focus Partners Wealth History No change 24,624 3,914 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 24,558 3,903 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 24,487 3,892 0.06% 0.06% 186 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 23,908 3,800 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 23,797 3,782 0.07% 0.07% 188 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 23,014 3,658 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 22,531 3,581 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 21,875 3,477 0.09% 0.09% 191 0 0.0% Q2 2026 Aug 13, 2026
Assenagon Asset Management S.A. History Reduced 29,617 3,457 0.0% 0.01% 192 -9,960 -25.17% Q3 2026 Oct 15, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 29,103 3,397 0.01% 0.01% 193 -11,573 -28.45% Q3 2026 Nov 02, 2026
Paralel Advisors LLC History No change 21,345 3,393 0.13% 0.13% 194 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 21,319 3,388 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 28,815 3,363 0.03% 0.05% 196 -1,072 -3.59% Q3 2026 Oct 23, 2026
Vanguard Investments Australia, Ltd. History No change 20,930 3,327 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 20,870 3,315 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 27,900 3,257 0.02% 0.01% 199 +14,600 109.77% Q3 2026 Oct 28, 2026
JCP Investment Management, LLC History No change 20,000 3,179 1.7% 1.7% 200 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 11,558 3,174 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 26,235 3,062 0.01% 0.01% 202 0 0.0% Q3 2026 Nov 05, 2026
Arax Advisory Partners History No change 19,108 3,037 0.02% 0.02% 203 0 0.0% Q2 2026 Aug 10, 2026
KLP KAPITALFORVALTNING AS History No change 18,400 2,924 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 18,114 2,879 0.03% 0.03% 205 0 0.0% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History No change 18,103 2,877 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 17,977 2,857 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 13, 2026
LEE DANNER & BASS INC History Reduced 24,310 2,837 0.17% 0.23% 208 -265 -1.08% Q3 2026 Oct 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 23,527 2,747 0.0% 0.01% 209 -1,251 -5.05% Q3 2026 Nov 05, 2026
Louisiana State Employees Retirement System History Reduced 23,500 2,743 0.04% 0.06% 210 -100 -0.42% Q3 2026 Oct 20, 2026
Curi Capital, LLC History No change 17,230 2,738 0.04% 0.04% 211 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 17,099 2,718 0.14% 0.14% 212 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 16,835 2,676 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 22,871 2,669 0.03% 0.04% 214 -1,415 -5.83% Q3 2026 Oct 22, 2026
Arizona State Retirement System History Added to 22,687 2,648 0.01% 0.02% 215 +507 2.29% Q3 2026 Nov 03, 2026
Lido Advisors, LLC History Added to 22,380 2,612 0.01% 0.01% 216 +4,495 25.13% Q3 2026 Nov 04, 2026
Tidal Investments LLC History No change 15,893 2,526 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 13, 2026
SYCOMORE ASSET MANAGEMENT History No change 20,947 2,515 0.27% 0.27% 218 0 0.0% Q3 2026 Oct 26, 2026
Penserra Capital Management LLC History No change 15,824 2,514 0.02% 0.02% 219 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 15,792 2,510 0.02% 0.02% 220 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 15,790 2,509 0.09% 0.09% 221 0 0.0% Q2 2026 Aug 06, 2026
Neuberger Berman Group LLC History No change 15,353 2,440 0.0% 0.0% 222 0 0.0% Q2 2026 Oct 27, 2026
&PARTNERS History No change 16,180 2,439 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History Reduced 20,824 2,430 0.01% 0.01% 224 -1,962 -8.61% Q3 2026 Nov 03, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 15,096 2,399 0.02% 0.02% 225 0 0.0% Q2 2026 Sep 23, 2026
EMG Holdings, L.P. History No change 15,000 2,384 1.9% 1.9% 226 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 20,418 2,383 0.01% 0.01% 227 -274 -1.32% Q3 2026 Nov 04, 2026
Ashton Thomas Private Wealth, LLC History Reduced 20,382 2,379 0.05% 0.07% 228 -97 -0.47% Q3 2026 Nov 02, 2026
Caption Management, LLC History No change 14,900 2,368 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 14, 2026
Leibman Financial Services, Inc. History Reduced 20,023 2,337 1.61% 2.18% 230 -653 -3.16% Q3 2026 Oct 13, 2026
Walleye Trading LLC History No change 14,660 2,330 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 03, 2026
BOKF, NA History Added to 19,356 2,259 0.03% 0.04% 232 +247 1.29% Q3 2026 Oct 27, 2026
Summit Trail Advisors, LLC History No change 14,153 2,249 0.03% 0.03% 233 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Personalized Indexing Management, LLC History No change 14,021 2,228 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 11, 2026
LBP AM SA History No change 13,949 2,217 0.02% 0.02% 235 0 0.0% Q2 2026 Jul 24, 2026
Janney Montgomery Scott LLC History No change 13,870 2,205 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 18,869 2,202 0.01% 0.01% 237 -410 -2.13% Q3 2026 Nov 03, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 18,508 2,160 0.01% 0.01% 238 -300 -1.6% Q3 2026 Oct 27, 2026
XTX Topco Ltd History No change 13,396 2,129 0.03% 0.03% 239 0 0.0% Q2 2026 Aug 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 18,000 2,101 0.05% 0.07% 240 0 0.0% Q3 2026 Nov 05, 2026
Promethos Capital, LLC History No change 13,050 2,074 0.56% 0.56% 241 0 0.0% Q2 2026 Aug 12, 2026
PRECEDENT WEALTH PARTNERS, LLC History Added to 17,451 2,037 0.31% 0.39% 242 +2,622 17.68% Q3 2026 Oct 21, 2026
Impax Asset Management Group plc History No change 12,580 1,999 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 11, 2026
Zurich Insurance Group Ltd/FI History No change 12,500 1,987 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 12,500 1,987 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 12,096 1,922 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 12,087 1,921 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 16,379 1,912 0.02% 0.03% 248 -300 -1.8% Q3 2026 Oct 29, 2026
Merit Financial Group, LLC History No change 11,958 1,900 0.01% 0.01% 249 0 0.0% Q2 2026 Jul 20, 2026
NewEdge Advisors, LLC History No change 11,739 1,866 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History Added to 15,653 1,827 0.03% 0.03% 251 +4,254 37.32% Q3 2026 Nov 03, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 11,489 1,826 0.12% 0.12% 252 0 0.0% Q2 2026 Jul 31, 2026
NorthCrest Asset Manangement, LLC History Added to 15,147 1,775 0.04% 0.05% 253 +934 6.57% Q3 2026 Oct 09, 2026
Beacon Bank & Trust History Reduced 15,194 1,773 0.34% 0.52% 254 -2,022 -11.74% Q3 2026 Oct 27, 2026
Strengthening Families & Communities, LLC History Added to 14,867 1,735 0.38% 0.52% 255 +210 1.43% Q3 2026 Oct 21, 2026
HB Wealth Management, LLC History Added to 15,862 1,726 0.01% 0.01% 256 +7,301 85.28% Q3 2026 Oct 23, 2026
OSAIC HOLDINGS, INC. History No change 10,763 1,711 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 10,733 1,706 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 05, 2026
PINNBROOK CAPITAL MANAGEMENT LP History No change 10,700 1,700 0.18% 0.18% 259 0 0.0% Q2 2026 Aug 12, 2026
Jain Global LLC History No change 10,674 1,696 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 10,344 1,644 0.01% 0.01% 261 0 0.0% Q2 2026 Sep 08, 2026
Pathstone Holdings, LLC History No change 10,340 1,643 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 10,288 1,635 0.02% 0.02% 263 0 0.0% Q2 2026 Aug 13, 2026
Bosman Wealth Management, LLC History Reduced 13,846 1,616 1.0% 1.45% 264 -825 -5.62% Q3 2026 Oct 28, 2026
Laird Norton Wetherby Trust Company, LLC History No change 9,962 1,583 0.03% 0.03% 265 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 9,875 1,569 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 12, 2026
DRW Securities, LLC History No change 9,800 1,557 0.04% 0.04% 267 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 9,627 1,530 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 07, 2026
BDF-GESTION History Reduced 12,832 1,498 0.2% 0.17% 269 -1,628 -11.26% Q3 2026 Oct 19, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 9,227 1,466 0.24% 0.24% 270 0 0.0% Q2 2026 Aug 04, 2026
Pacer Advisors, Inc. History No change 9,125 1,451 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History Added to 12,382 1,445 0.0% 0.0% 272 +508 4.28% Q3 2026 Oct 30, 2026
Hixon Zuercher, LLC History Added to 12,378 1,444 0.42% 0.57% 273 +58 0.47% Q3 2026 Oct 13, 2026
CSS LLC/IL History No change 8,990 1,429 0.06% 0.06% 274 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 8,849 1,406 0.09% 0.09% 275 0 0.0% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History No change 8,829 1,403 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
Daiwa Securities Group Inc. History No change 11,900 1,389 0.0% 0.0% 277 0 0.0% Q3 2026 Oct 29, 2026
Sivia Capital Partners, LLC History No change 8,509 1,352 0.16% 0.16% 278 0 0.0% Q2 2026 Jul 23, 2026
MAI Capital Management History No change 8,431 1,340 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 9,886 1,338 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 14, 2026
Bull Harbor Capital LLC History No change 8,289 1,317 0.26% 0.26% 281 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 11,170 1,303 0.01% 0.01% 283 +1,274 12.87% Q3 2026 Nov 04, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,194 1,303 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 10, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 10,851 1,266 0.02% 0.02% 284 +907 9.12% Q3 2026 Nov 05, 2026
M&T BANK CORP History No change 7,794 1,239 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 7,779 1,236 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 14, 2026
Dala Group, LLC History Added to 10,507 1,226 0.91% 1.33% 287 +336 3.3% Q3 2026 Oct 29, 2026
Focus Partners Advisor Solutions, LLC History No change 7,599 1,207 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 10,322 1,205 0.0% 0.0% 289 -4,472 -30.23% Q3 2026 Nov 02, 2026
Chicago Partners Investment Group LLC History Added to 10,398 1,187 0.02% 0.03% 290 +711 7.34% Q3 2026 Oct 26, 2026
DOLIVER ADVISORS, LP History Reduced 9,903 1,156 0.25% 0.36% 291 -200 -1.98% Q3 2026 Oct 01, 2026
XPONANCE LLC History Reduced 9,854 1,150 0.01% 0.01% 292 -131 -1.31% Q3 2026 Nov 03, 2026
WADDELL & ASSOCIATES, LLC History No change 7,134 1,134 0.06% 0.06% 293 0 0.0% Q2 2026 Jul 15, 2026
CSM Advisors, LLC History No change 7,086 1,126 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 14, 2026
Foresight Group Ltd Liability Partnership History No change 7,144 1,126 0.2% 0.2% 295 0 0.0% Q2 2026 Jul 27, 2026
Vise Technologies, Inc. History Reduced 9,329 1,089 0.01% 0.02% 296 -211 -2.21% Q3 2026 Oct 28, 2026
Sterling Capital Management LLC History Added to 9,213 1,075 0.02% 0.01% 297 +6,816 284.36% Q3 2026 Oct 22, 2026
PINEBRIDGE INVESTMENTS LLC History No change 6,662 1,058 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 6,512 1,035 0.15% 0.15% 299 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 8,799 1,027 0.0% 0.0% 300 +574 6.98% Q3 2026 Oct 20, 2026
GROUPAMA ASSET MANAGMENT History No change 6,529 1,027 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 6,432 1,022 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,283 998 0.0% 0.0% 303 0 0.0% Q2 2026 Sep 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 8,329 972 0.01% 0.07% 304 -28,884 -77.62% Q3 2026 Oct 30, 2026
ODDO BHF ASSET MANAGEMENT SAS History No change 5,947 945 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 13, 2026
Pallas Capital Advisors LLC History No change 5,872 933 0.03% 0.03% 306 0 0.0% Q2 2026 Aug 07, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 7,903 922 0.23% 0.28% 307 -65 -0.82% Q3 2026 Oct 28, 2026
Krilogy Financial LLC History Added to 8,078 909 0.02% 0.03% 308 +1,121 16.11% Q3 2026 Oct 13, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 7,770 907 0.01% 0.01% 309 +2,526 48.17% Q3 2026 Oct 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 5,551 882 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 5,538 880 0.01% 0.01% 311 0 0.0% Q2 2026 Aug 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 5,479 870 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 14, 2026
Harvest Investment Advisors, LLC History No change 5,412 860 0.43% 0.43% 313 0 0.0% Q2 2026 Aug 14, 2026
OMERS ADMINISTRATION Corp History No change 5,400 858 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 13, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 5,918 851 0.03% 0.03% 315 0 0.0% Q2 2026 Jul 23, 2026
Tower Research Capital LLC (TRC) History No change 5,233 831 0.02% 0.02% 316 0 0.0% Q2 2026 Aug 11, 2026
Oak Thistle LLC History New 6,826 796 0.07% — 317 +6,826 New Q3 2026 Oct 21, 2026
KLINGENSTEIN FIELDS & CO LP History No change 5,000 794 0.03% 0.03% 318 0 0.0% Q2 2026 Aug 05, 2026
Illinois Municipal Retirement Fund History Added to 6,689 780 0.01% 0.01% 319 +11 0.16% Q3 2026 Nov 05, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History Reduced 6,635 774 0.58% 0.84% 320 -125 -1.85% Q3 2026 Oct 20, 2026
VIAWEALTH, LLC History No change 4,852 771 0.39% 0.39% 321 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 4,844 770 0.05% 0.05% 322 0 0.0% Q2 2026 Aug 04, 2026
Crossmark Global Holdings, Inc. History Added to 6,411 748 0.01% 0.01% 323 +2,745 74.88% Q3 2026 Oct 21, 2026
Allworth Financial LP History No change 4,616 733 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 11, 2026
GROUP ONE TRADING LLC History No change 4,600 731 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 4,577 727 0.02% 0.02% 326 0 0.0% Q2 2026 Aug 13, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 4,496 714 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 4,467 710 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 12, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 4,428 703 0.04% 0.04% 329 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History Added to 6,011 701 0.02% 0.02% 330 +717 13.54% Q3 2026 Nov 05, 2026
Trium Capital LLP History Reduced 5,923 691 0.87% 1.19% 331 -6,211 -51.19% Q3 2026 Oct 16, 2026
Fulcrum Asset Management LLP History New 5,804 686 0.03% — 332 +5,804 New Q3 2026 Nov 04, 2026
US BANCORP \DE\ History Added to 5,781 674 0.0% 0.0% 333 +289 5.26% Q3 2026 Nov 05, 2026
Farther Finance Advisors, LLC History Added to 5,676 662 0.0% 0.01% 334 +703 14.14% Q3 2026 Oct 08, 2026
Concurrent Investment Advisors, LLC History Reduced 5,610 654 0.0% 0.01% 336 -134 -2.33% Q3 2026 Oct 16, 2026
DnB Asset Management AS History No change 4,120 654 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 11, 2026
CenterBook Partners LP History New 5,588 652 0.03% — 337 +5,588 New Q3 2026 Nov 02, 2026
Avalon Trust Co History No change 4,000 635 0.04% 0.04% 338 0 0.0% Q2 2026 Aug 06, 2026
EVEXIA WEALTH LLC History Added to 5,532 632 0.18% 0.18% 339 +862 18.46% Q3 2026 Nov 05, 2026
Parcion Private Wealth LLC History Added to 5,406 631 0.03% 0.03% 340 +2,189 68.04% Q3 2026 Oct 28, 2026
B. Metzler seel. Sohn & Co. AG History Added to 5,386 628 0.01% 0.01% 342 +1,227 29.5% Q3 2026 Oct 30, 2026
Ensign Peak Advisors, Inc History No change 3,953 628 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History No change 3,956 628 0.06% 0.06% 343 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History Added to 5,374 627 0.01% 0.01% 344 +1,342 33.28% Q3 2026 Nov 05, 2026
Atom Investors LP History No change 3,937 625 0.06% 0.06% 345 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 3,890 618 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 5,271 615 0.01% 0.01% 347 +1,884 55.62% Q3 2026 Oct 23, 2026
West Family Investments, Inc. History No change 3,737 594 0.17% 0.17% 348 0 0.0% Q2 2026 Aug 10, 2026
Ethic Inc. History Added to 5,083 593 0.01% 0.01% 349 +1,108 27.87% Q3 2026 Nov 03, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 3,717 590 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 06, 2026
Vestcor Inc History No change 3,687 586 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 11, 2026
Curated Wealth Partners LLC History New 4,952 578 0.05% — 352 +4,952 New Q3 2026 Oct 15, 2026
Clearstead Advisors, LLC History No change 3,620 575 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 06, 2026
GLENMEDE TRUST CO NA History No change 3,610 573 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 10, 2026
Marnell Management LLC History No change 3,590 570 0.22% 0.22% 355 0 0.0% Q2 2026 Aug 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 4,868 568 0.0% 0.0% 356 0 0.0% Q3 2026 Nov 05, 2026
Lazard Freres Gestion S.A.S. History No change 4,850 566 0.01% 0.01% 357 0 0.0% Q3 2026 Nov 03, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 4,924 555 0.02% 0.02% 358 -54 -1.08% Q3 2026 Oct 20, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 4,674 545 0.05% 0.07% 359 -197 -4.04% Q3 2026 Oct 13, 2026
denkapparat Operations GmbH History No change 3,376 536 0.18% 0.18% 360 0 0.0% Q2 2026 Aug 06, 2026
Corient IA LP History No change 3,370 535 0.49% 0.49% 361 0 0.0% Q2 2026 Aug 12, 2026
State of Wyoming History New 4,550 531 0.04% — 362 +4,550 New Q3 2026 Oct 28, 2026
Sequoia Financial Advisors, LLC History No change 3,339 530 0.0% 0.0% 363 0 0.0% Q2 2026 Jul 17, 2026
Basecamp Wealth Advisors LLC History No change 3,317 527 0.1% 0.1% 364 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 4,472 522 0.01% 0.0% 365 +3,167 242.68% Q3 2026 Nov 04, 2026
SIMPLEX TRADING, LLC History Reduced 4,447 519 0.0% 0.0% 366 -3,751 -45.76% Q3 2026 Nov 04, 2026
AlphaCore Capital LLC History Added to 4,421 516 0.01% 0.01% 367 +1,985 81.49% Q3 2026 Nov 04, 2026
HUB Investment Partners, LLC History Added to 4,375 510 0.01% 0.01% 368 +225 5.42% Q3 2026 Nov 03, 2026
First Bank & Trust History Reduced 4,228 493 0.07% 0.1% 369 -210 -4.73% Q3 2026 Oct 16, 2026
First Dallas Securities Inc. History No change 3,100 492 0.16% 0.16% 370 0 0.0% Q2 2026 Aug 03, 2026
MBL Wealth, LLC History Added to 4,209 491 0.03% 0.02% 371 +2,609 163.06% Q3 2026 Oct 22, 2026
BROWN ADVISORY INC History No change 3,021 480 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
TIG Advisors, LLC History No change 3,000 476 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 4,040 472 0.0% — 374 +4,040 New Q3 2026 Oct 30, 2026
GAMMA Investing LLC History Added to 4,038 471 0.02% 0.02% 375 +1,291 47.0% Q3 2026 Oct 08, 2026
EFG International AG History No change 2,871 456 0.01% 0.01% 376 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,867 455 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 12, 2026
First Pacific Financial History Added to 3,855 450 0.05% 0.07% 378 +133 3.57% Q3 2026 Oct 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 3,830 447 0.0% 0.0% 380 +791 26.03% Q3 2026 Oct 28, 2026
Guinness Atkinson Asset Management Inc History Added to 3,830 447 0.2% 0.27% 379 +104 2.79% Q3 2026 Nov 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 2,807 446 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Reduced 3,811 444 0.0% 0.0% 382 -1,250 -24.7% Q3 2026 Nov 02, 2026
Baker Avenue Asset Management, LP History No change 2,781 442 0.01% 0.01% 383 0 0.0% Q2 2026 Jul 28, 2026
MWA Asset Management History No change 2,747 436 0.2% 0.2% 384 0 0.0% Q2 2026 Jul 31, 2026
Soltis Investment Advisors LLC History Added to 3,721 434 0.02% 0.02% 386 +1,399 60.25% Q3 2026 Oct 28, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 3,722 434 0.01% 0.01% 385 -108 -2.82% Q3 2026 Oct 23, 2026
Burns Matteson Capital Management, LLC History New 3,649 425 0.15% — 387 +3,649 New Q3 2026 Oct 16, 2026
PINNACLE ASSOCIATES LTD History Added to 3,625 423 0.0% 0.01% 388 +637 21.32% Q3 2026 Oct 20, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,661 422 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 14, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 2,631 418 0.03% 0.03% 390 0 0.0% Q2 2026 Aug 06, 2026
Root Financial Partners, LLC History New 3,533 412 0.01% — 391 +3,533 New Q3 2026 Oct 21, 2026
Fifth Third Wealth Advisors LLC History Reduced 3,475 405 0.01% 0.02% 392 -152 -4.19% Q3 2026 Oct 22, 2026
Aaron Wealth Advisors LLC History Added to 3,445 402 0.02% 0.02% 393 +1,409 69.2% Q3 2026 Oct 13, 2026
Neo Ivy Capital Management History No change 2,526 401 0.09% 0.09% 394 0 0.0% Q2 2026 Aug 14, 2026
Severin Investments, LLC History No change 2,526 401 0.3% 0.3% 395 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History Reduced 3,423 399 0.0% 0.01% 396 -1,554 -31.22% Q3 2026 Oct 15, 2026
Snowden Capital Advisors LLC History No change 2,475 393 0.01% 0.01% 397 0 0.0% Q2 2026 Aug 13, 2026
Resonant Capital Advisors, LLC History Reduced 3,319 387 0.02% 0.03% 399 -25 -0.75% Q3 2026 Oct 15, 2026
Family Manage LLC History No change 2,440 387 0.04% 0.04% 398 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History Reduced 3,399 386 0.01% 0.01% 400 -77 -2.22% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 3,399 386 0.01% 0.01% 401 -77 -2.22% Q3 2026 Oct 20, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 3,252 379 0.01% 0.01% 402 +876 36.87% Q3 2026 Nov 04, 2026
EverSource Wealth Advisors, LLC History Added to 3,229 376 0.01% 0.01% 403 +1,005 45.19% Q3 2026 Nov 04, 2026
AUCTUS ADVISORS LLC History Reduced 3,196 373 0.3% 0.52% 404 -685 -17.65% Q3 2026 Oct 23, 2026
Havemeyer Place LP History No change 2,338 371 0.04% 0.04% 405 0 0.0% Q2 2026 Aug 13, 2026
Y.D. More Investments Ltd History New 3,042 355 0.01% — 406 +3,042 New Q3 2026 Nov 02, 2026
ProShare Advisors LLC History Reduced 3,004 350 0.0% 0.0% 407 -173 -5.45% Q3 2026 Oct 28, 2026
INGALLS & SNYDER LLC History No change 2,197 349 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 14, 2026
Meixler Investment Management, Ltd. History Reduced 2,959 345 0.19% 0.34% 409 -910 -23.52% Q3 2026 Nov 03, 2026
Plato Investment Management Ltd History New 2,928 343 0.02% — 411 +2,928 New Q3 2026 Nov 04, 2026
Rothschild Wealth LLC History No change 2,158 343 0.03% 0.03% 410 0 0.0% Q2 2026 Aug 11, 2026
Altus Wealth Group LLC History Added to 2,897 338 0.13% 0.16% 412 +26 0.91% Q3 2026 Oct 20, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 2,891 337 0.0% 0.0% 413 +1,081 59.72% Q3 2026 Oct 27, 2026
Savvy Advisors, Inc. History No change 2,107 334 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 03, 2026
Kintegral Advisory, LLC History Added to 2,850 332 0.03% 0.04% 415 +16 0.56% Q3 2026 Oct 16, 2026
GREENLEAF TRUST History Reduced 2,816 328 0.0% 0.0% 416 -5 -0.18% Q3 2026 Oct 29, 2026
Rockefeller Capital Management L.P. History No change 2,066 328 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History Added to 2,682 313 0.01% 0.01% 418 +780 41.01% Q3 2026 Oct 27, 2026
Caerus Investment Advisors, LLC History No change 1,963 312 0.1% 0.1% 419 0 0.0% Q2 2026 Aug 14, 2026
Empower Advisory Group, LLC History No change 1,957 311 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History No change 1,938 308 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 18, 2026
Calydon Capital History No change 1,935 307 0.04% 0.04% 422 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 1,929 306 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 11, 2026
Kendall Capital Management History No change 2,612 304 0.05% 0.07% 424 0 0.0% Q3 2026 Oct 23, 2026
Jump Financial, LLC History No change 1,905 302 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,900 302 0.02% 0.02% 426 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 2,577 300 0.0% 0.01% 427 -1,252 -32.7% Q3 2026 Oct 27, 2026
Proficio Capital Partners LLC History No change 1,882 299 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 1,869 297 0.0% 0.0% 429 0 0.0% Q2 2026 Jul 29, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 1,864 296 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 12, 2026
Frec Markets, Inc. History No change 1,862 295 0.03% 0.03% 431 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds, LLC. History No change 1,295 294 0.07% 0.07% 432 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History No change 2,486 290 0.0% 0.0% 433 0 0.0% Q3 2026 Nov 05, 2026
STRS OHIO History Added to 2,465 287 0.0% 0.0% 434 +132 5.66% Q3 2026 Oct 30, 2026
North Dakota State Investment Board History Added to 2,440 284 0.01% 0.02% 435 +15 0.62% Q3 2026 Oct 27, 2026
Ballentine Partners, LLC History No change 1,771 281 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 17, 2026
INTRUST BANK NA History No change 1,758 279 0.02% 0.02% 437 0 0.0% Q2 2026 Aug 05, 2026
MainStreet Investment Advisors LLC History No change 1,752 278 0.04% 0.04% 438 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History Added to 2,326 271 0.0% 0.0% 439 +394 20.39% Q3 2026 Oct 23, 2026
SEEDS INVESTOR LLC History No change 1,703 270 0.03% 0.03% 440 0 0.0% Q2 2026 Aug 12, 2026
111 Capital History Added to 2,292 267 0.04% 0.06% 442 +134 6.21% Q3 2026 Nov 03, 2026
Arkadios Wealth Advisors History No change 1,684 267 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 1,662 264 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 13, 2026
Widmann Financial Services, Inc. History No change 1,656 263 0.14% 0.14% 444 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 1,642 261 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 11, 2026
Savant Capital, LLC History No change 1,913 260 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History Added to 2,227 259 0.0% 0.0% 447 +734 49.16% Q3 2026 Oct 16, 2026
American Trust Investment Advisors, LLC History No change 1,620 257 0.13% 0.13% 448 0 0.0% Q2 2026 Aug 14, 2026
STG SECURITIES, LLC History No change 1,600 254 0.02% 0.02% 449 0 0.0% Q2 2026 Aug 13, 2026
QTR Family Wealth, LLC History Added to 2,152 251 0.09% 0.08% 450 +674 45.6% Q3 2026 Nov 02, 2026
Essential Partners LLC History Added to 2,139 249 0.11% 0.12% 451 +440 25.9% Q3 2026 Oct 14, 2026
Costello Asset Management, INC History No change 2,125 248 0.07% 0.1% 452 0 0.0% Q3 2026 Oct 30, 2026
Cresset Asset Management, LLC History No change 1,561 248 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 14, 2026
Sendero Wealth Management, LLC History Added to 2,108 246 0.02% 0.03% 454 +3 0.14% Q3 2026 Oct 14, 2026
R Squared Ltd History No change 1,536 244 0.13% 0.13% 455 0 0.0% Q2 2026 Aug 05, 2026
RIVERSEDGE ADVISORS, LLC History Added to 2,083 243 0.03% 0.03% 456 +505 32.0% Q3 2026 Oct 09, 2026
PFG Investments, LLC History No change 1,532 243 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 23, 2026
Bridgefront Capital, LLC History No change 1,521 241 0.06% 0.06% 458 0 0.0% Q2 2026 Aug 14, 2026
Western Pacific Wealth Management, LP History No change 2,070 241 0.2% 0.3% 459 0 0.0% Q3 2026 Oct 16, 2026
B. Riley Wealth Advisors, Inc. History Added to 2,060 240 0.01% 0.01% 460 +451 28.03% Q3 2026 Oct 13, 2026
Dorato Capital Management History No change 2,100 240 0.16% 0.2% 461 0 0.0% Q3 2026 Oct 08, 2026
Americana Partners, LLC History New 2,055 239 0.01% — 463 +2,055 New Q3 2026 Oct 28, 2026
CERTUITY, LLC History Added to 2,054 239 0.01% 0.01% 462 +577 39.07% Q3 2026 Nov 02, 2026
Brevan Howard Capital Management LP History No change 1,487 236 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 14, 2026
Riverwater Partners LLC History Reduced 2,018 235 0.07% 0.1% 465 -70 -3.35% Q3 2026 Nov 03, 2026
DV Trading LLC History No change 1,463 232 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 14, 2026
Axxion S.A. History Added to 1,986 231 0.02% 0.02% 468 +216 12.2% Q3 2026 Oct 22, 2026
Dorsey & Whitney Trust CO LLC History No change 1,457 231 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History Added to 1,977 230 0.0% 0.0% 470 +216 12.27% Q3 2026 Oct 15, 2026
Claret Asset Management Corp History No change 1,446 230 0.02% 0.02% 469 0 0.0% Q2 2026 Jul 27, 2026
Trajan Wealth LLC History No change 1,441 229 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 13, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 1,958 228 0.0% 0.01% 472 -2,948 -60.09% Q3 2026 Oct 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,400 222 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 14, 2026
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ History Reduced 1,897 221 0.37% 0.5% 474 -72 -3.66% Q3 2026 Oct 26, 2026
Independent Advisor Alliance History No change 1,388 220 0.01% 0.01% 475 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History New 1,860 217 0.01% — 477 +1,860 New Q3 2026 Oct 23, 2026
Optas, LLC History No change 1,368 217 0.03% 0.03% 476 0 0.0% Q2 2026 Jul 21, 2026
CHOREO, LLC History Added to 1,855 216 0.0% 0.0% 478 +300 19.29% Q3 2026 Oct 28, 2026
CIDEL ASSET MANAGEMENT INC History Added to 1,841 214 0.01% 0.01% 479 +135 7.91% Q3 2026 Oct 28, 2026
Fiera Capital Corp History No change 1,334 212 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 07, 2026
INCEPTIONR LLC History No change 1,338 212 0.05% 0.05% 481 0 0.0% Q2 2026 Aug 10, 2026
LGT Fund Management Co Ltd. History No change 1,333 211 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 10, 2026
SYM FINANCIAL Corp History Added to 1,799 210 0.02% 0.02% 483 +426 31.03% Q3 2026 Oct 26, 2026
Perigon Wealth Management, LLC History Added to 1,802 210 0.0% 0.0% 484 +254 16.41% Q3 2026 Oct 22, 2026
BESSEMER GROUP INC History No change 1,312 209 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 12, 2026
NICOLET BANKSHARES INC History No change 1,415 207 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 1,304 207 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 1,300 206 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 06, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 1,287 204 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 14, 2026
Boston Partners History No change 1,285 204 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 04, 2026
Gryphon Financial Partners LLC History No change 1,755 204 0.02% 0.02% 491 0 0.0% Q3 2026 Nov 04, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History New 1,745 203 0.03% — 492 +1,745 New Q3 2026 Oct 30, 2026
BLAIR WILLIAM & CO/IL History No change 1,272 202 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 11, 2026
Fieldview Capital Management, LLC History No change 1,268 201 0.06% 0.06% 494 0 0.0% Q2 2026 Aug 14, 2026
Hexagon Capital Partners LLC History No change 1,261 200 0.03% 0.03% 495 0 0.0% Q2 2026 Aug 06, 2026
Callan Family Office, LLC History No change 1,262 200 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 11, 2026
UMB Bank, n.a. History No change 1,204 191 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 1,201 190 0.02% 0.02% 498 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History Reduced 1,589 185 0.0% 0.0% 499 -55 -3.35% Q3 2026 Nov 03, 2026
Steward Partners Investment Advisory, LLC History No change 1,041 165 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 1,000 158 0.01% 0.01% 501 0 0.0% Q2 2026 Sep 15, 2026
Advisors Asset Management, Inc. History No change 984 156 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 13, 2026
MCDONALD PARTNERS LLC History Added to 1,320 154 0.04% 0.01% 503 +998 309.94% Q3 2026 Nov 03, 2026
SJS Investment Consulting Inc. History Added to 1,317 153 0.02% 0.01% 504 +573 77.02% Q3 2026 Oct 26, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,250 145 0.01% 0.02% 505 0 0.0% Q3 2026 Oct 16, 2026
Employees Retirement System of Texas History No change 904 144 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 900 143 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History Added to 1,210 141 0.03% 0.03% 508 +321 36.11% Q3 2026 Oct 13, 2026
CoreFirst Bank & Trust History No change 880 139 0.07% 0.07% 509 0 0.0% Q2 2026 Aug 05, 2026
Versant Capital Management, Inc History Added to 1,180 137 0.01% 0.01% 510 +163 16.03% Q3 2026 Oct 01, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 1,114 130 0.0% 0.01% 512 -700 -38.59% Q3 2026 Oct 28, 2026
Palouse Capital Management, Inc. History No change 818 130 0.08% 0.08% 511 0 0.0% Q2 2026 Jul 08, 2026
COHEN & STEERS, INC. History No change 800 127 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Added to 1,070 124 0.0% 0.0% 514 +147 15.93% Q3 2026 Oct 23, 2026
Quantum Portfolio Management LLC History No change 771 122 0.04% 0.04% 515 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,010 117 0.0% 0.01% 516 -669 -39.85% Q3 2026 Oct 05, 2026
BFC Planning, Inc. History No change 707 112 0.0% 0.0% 517 0 0.0% Q2 2026 Oct 29, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 675 107 0.01% 0.01% 518 0 0.0% Q2 2026 Oct 30, 2026
Key FInancial Inc History No change 908 106 0.02% 0.02% 519 0 0.0% Q3 2026 Nov 02, 2026
John Boyer, Inc. History New 889 103 0.08% — 520 +889 New Q3 2026 Oct 27, 2026
Bank of New Hampshire History Reduced 845 98 0.02% 0.03% 521 -55 -6.11% Q3 2026 Oct 06, 2026
Curat Global, LLC History No change 842 98 0.08% 0.11% 522 0 0.0% Q3 2026 Oct 26, 2026
Bayforest Capital Ltd History Added to 767 89 0.13% 0.03% 523 +586 323.76% Q3 2026 Nov 03, 2026
Glen Eagle Advisors, LLC History No change 559 88 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History Added to 750 87 0.0% 0.0% 525 +700 1400.0% Q3 2026 Oct 16, 2026
Caitlin John, LLC History No change 523 83 0.05% 0.05% 526 0 0.0% Q2 2026 Aug 17, 2026
Covestor Ltd History Added to 682 79 0.05% 0.05% 527 +186 37.5% Q3 2026 Oct 30, 2026
MATHER GROUP, LLC. History No change 667 77 0.0% 0.0% 528 0 0.0% Q3 2026 Oct 14, 2026
Global Retirement Partners, LLC History No change 487 77 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 06, 2026
Graticule Asia Macro Advisors LLC History No change 470 74 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 12, 2026
Gould Capital, LLC History No change 469 74 0.04% 0.04% 531 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 460 71 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History Added to 600 70 0.0% 0.0% 533 +474 376.19% Q3 2026 Oct 26, 2026
Provenance Wealth Advisors, LLC History New 578 67 0.0% — 534 +578 New Q3 2026 Oct 30, 2026
V-Square Quantitative Management LLC History Added to 556 64 0.01% 0.01% 535 +118 26.94% Q3 2026 Oct 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 397 63 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 400 63 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 11, 2026
STANCE CAPITAL LLC History No change 377 59 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History Added to 505 58 0.0% 0.0% 540 +37 7.91% Q3 2026 Oct 21, 2026
Wilmington Savings Fund Society, FSB History No change 500 58 0.0% 0.0% 539 0 0.0% Q3 2026 Oct 23, 2026
Deseret Mutual Benefit Administrators History No change 505 58 0.02% 0.03% 541 0 0.0% Q3 2026 Nov 04, 2026
Larson Financial Group LLC History Added to 465 54 0.0% 0.0% 542 +155 50.0% Q3 2026 Nov 05, 2026
EASTERN BANK History No change 439 51 0.0% 0.0% 543 0 0.0% Q3 2026 Oct 05, 2026
Elyxium Wealth, LLC History New 418 48 0.0% — 544 +418 New Q3 2026 Oct 27, 2026
Compass Wealth Management LLC History New 400 46 0.01% — 545 +400 New Q3 2026 Oct 22, 2026
Parkside Financial Bank & Trust History Added to 386 45 0.0% 0.0% 546 +19 5.18% Q3 2026 Oct 27, 2026
HARBOUR INVESTMENTS, INC. History No change 272 43 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 12, 2026
Smithfield Trust Co History No change 235 38 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 05, 2026
Heritage Family Offices, LLP History New 321 37 0.01% — 549 +321 New Q3 2026 Nov 02, 2026
Nemes Rush Group LLC History No change 315 36 0.0% 0.0% 550 0 0.0% Q3 2026 Nov 04, 2026
Bullock Wealth Management Group History Reduced 303 35 0.01% 0.02% 551 -65 -17.66% Q3 2026 Oct 09, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 222 35 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History Reduced 296 34 0.0% 0.0% 553 -59 -16.62% Q3 2026 Oct 26, 2026
NBH Bank History No change 294 34 0.01% 0.02% 554 0 0.0% Q3 2026 Nov 05, 2026
Cassaday & Co Wealth Management LLC History No change 277 32 0.0% 0.0% 555 0 0.0% Q3 2026 Oct 27, 2026
ATLAS CAPITAL ADVISORS INC. History No change 190 30 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 13, 2026
Sankala Group LLC History No change 190 28 0.02% 0.02% 557 0 0.0% Q2 2026 Aug 18, 2026
Silver Grove Financial Group, Inc. History Reduced 236 27 0.01% 0.03% 558 -83 -26.02% Q3 2026 Nov 05, 2026
HM PAYSON & CO History No change 167 26 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 17, 2026
HARBOR CAPITAL ADVISORS, INC. History New 202 24 0.0% — 561 +202 New Q3 2026 Oct 22, 2026
Rossby Financial, LCC History Added to 212 24 0.0% 0.0% 560 +52 32.5% Q3 2026 Nov 05, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 185 21 0.0% 0.0% 562 -695 -78.98% Q3 2026 Oct 28, 2026
Geneos Wealth Management Inc. History No change 134 21 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 06, 2026
Cedar Mountain Advisors, LLC History No change 185 21 0.0% 0.0% 564 0 0.0% Q3 2026 Oct 15, 2026
Purpose Unlimited Inc. History No change 135 21 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History No change 171 20 0.0% 0.0% 566 0 0.0% Q3 2026 Oct 02, 2026
Private Wealth Asset Management, LLC History No change 130 20 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 11, 2026
JPL Wealth Management, LLC History No change 122 19 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 110 17 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 10, 2026
Westside Investment Management, Inc. History No change 148 17 0.0% 0.0% 570 0 0.0% Q3 2026 Nov 02, 2026
Salomon & Ludwin, LLC History No change 151 17 0.0% 0.0% 571 0 0.0% Q3 2026 Oct 29, 2026
HUNTINGTON NATIONAL BANK History No change 102 16 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 105 16 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 31, 2026
Activest Wealth Management History No change 144 16 0.0% 0.0% 574 0 0.0% Q3 2026 Oct 15, 2026
Synergy Investment Management, LLC History No change 104 16 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History Added to 131 15 0.0% 0.0% 577 +5 3.97% Q3 2026 Oct 20, 2026
Manchester Capital Management LLC History Added to 134 15 0.0% 0.0% 578 +1 0.75% Q3 2026 Oct 22, 2026
MEEDER ASSET MANAGEMENT INC History No change 99 15 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History Added to 126 14 0.0% 0.0% 579 +57 82.61% Q3 2026 Oct 14, 2026
Whipplewood Advisors, LLC History No change 125 14 0.01% 0.01% 580 0 0.0% Q3 2026 Oct 20, 2026
WEST PACES ADVISORS INC. History New 115 13 0.0% — 583 +115 New Q3 2026 Oct 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 117 13 0.0% 0.0% 582 +93 387.5% Q3 2026 Oct 07, 2026
CoreCap Advisors, LLC History Added to 116 13 0.0% 0.0% 581 +49 73.13% Q3 2026 Oct 08, 2026
Canton Hathaway, LLC History New 105 12 0.0% — 589 +105 New Q3 2026 Oct 23, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 104 12 0.0% 0.0% 588 +60 136.36% Q3 2026 Oct 19, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 104 12 0.0% 0.0% 585 -13 -11.11% Q3 2026 Oct 27, 2026
PROSPERITY BANCSHARES INC History No change 77 12 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 14, 2026
Triumph Capital Management History No change 104 12 0.0% 0.0% 586 0 0.0% Q3 2026 Oct 14, 2026
Concord Wealth Partners History No change 105 12 0.0% 0.0% 587 0 0.0% Q3 2026 Oct 30, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 100 11 0.0% 0.0% 590 0 0.0% Q3 2026 Oct 16, 2026
WPG Advisers, LLC History No change 96 11 0.01% 0.01% 591 0 0.0% Q3 2026 Oct 27, 2026
Napier Financial, LLC History No change 66 10 0.0% 0.0% 592 0 0.0% Q2 2026 Jul 31, 2026
Torren Management, LLC History No change 90 10 0.0% 0.01% 593 0 0.0% Q3 2026 Oct 29, 2026
Benson Wealth Management INC History No change 66 10 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 10, 2026
Ascentis Independent Advisors History New 84 9 0.0% — 600 +84 New Q3 2026 Nov 03, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 67 9 0.0% 0.0% 595 0 0.0% Q2 2026 Jul 27, 2026
Silicon Valley Capital Partners History No change 62 9 0.0% 0.0% 596 0 0.0% Q2 2026 Sep 21, 2026
Sachetta, LLC History No change 60 9 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Management Group, LLC History No change 79 9 0.0% 0.0% 598 0 0.0% Q3 2026 Oct 19, 2026
LRI Investments, LLC History No change 58 9 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 14, 2026
SHP Wealth Management History No change 55 8 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 11, 2026
Kilter Group LLC History No change 53 8 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 11, 2026
MidAtlantic Capital Management, Inc. History New 68 7 0.0% — 609 +68 New Q3 2026 Nov 04, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 67 7 0.0% — 608 +67 New Q3 2026 Oct 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 68 7 0.0% 0.0% 603 -2 -2.86% Q3 2026 Oct 22, 2026
JFS WEALTH ADVISORS, LLC History No change 61 7 0.0% 0.0% 604 0 0.0% Q3 2026 Nov 03, 2026
Princeton Global Asset Management LLC History No change 63 7 0.0% 0.0% 605 0 0.0% Q3 2026 Oct 21, 2026
Mechanics Financial Corp History No change 60 7 0.0% 0.0% 606 0 0.0% Q3 2026 Nov 05, 2026
James T. Borello RIA History No change 68 7 0.0% 0.0% 607 0 0.0% Q3 2026 Oct 16, 2026
Jacobi Capital Management LLC History New 54 6 0.0% — 616 +54 New Q3 2026 Nov 05, 2026
Capital Advisors, Ltd. LLC History Added to 55 6 0.0% 0.0% 611 +19 52.78% Q3 2026 Oct 27, 2026
SBI Securities Co., Ltd. History Reduced 53 6 0.0% 0.0% 613 -10 -15.87% Q3 2026 Oct 21, 2026
Transamerica Financial Advisors, LLC History No change 39 6 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 14, 2026
Crewe Advisors LLC History No change 42 6 0.0% 0.0% 612 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 39 6 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 07, 2026
Bruce G. Allen Investments, LLC History No change 40 6 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 31, 2026
GK Wealth Management LLC History New 50 5 0.0% — 625 +50 New Q3 2026 Oct 09, 2026
Caitong International Asset Management Co., Ltd History New 47 5 0.0% — 623 +47 New Q3 2026 Oct 29, 2026
Ascentis Wealth Management, LLC History New 44 5 0.0% — 624 +44 New Q3 2026 Nov 03, 2026
Valued Wealth Advisors LLC History Added to 49 5 0.0% 0.0% 619 +6 13.95% Q3 2026 Nov 05, 2026
TOTH FINANCIAL ADVISORY CORP History No change 50 5 0.0% 0.0% 617 0 0.0% Q3 2026 Oct 08, 2026
Cherry Tree Wealth Management, LLC History No change 45 5 0.0% 0.0% 618 0 0.0% Q3 2026 Oct 15, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 50 5 0.0% 0.0% 620 0 0.0% Q3 2026 Nov 03, 2026
Keating Financial Advisory Services, Inc. History No change 32 5 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History No change 50 5 0.0% 0.0% 622 0 0.0% Q3 2026 Oct 20, 2026
Creative Capital Management Investments LLC History Added to 42 4 0.0% 0.0% 629 +16 61.54% Q3 2026 Oct 27, 2026
ST GERMAIN D J CO INC History No change 31 4 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 21, 2026
BNP PARIBAS History No change 29 4 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Advisors History No change 28 4 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 14, 2026
ENTRUST FINANCIAL LLC History No change 41 4 0.0% 0.0% 630 0 0.0% Q3 2026 Nov 03, 2026
Downshift Financial, LLC History No change 36 4 0.0% 0.0% 631 0 0.0% Q3 2026 Oct 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 33 3 0.0% — 643 +33 New Q3 2026 Oct 09, 2026
Global Trust Asset Management, LLC History Added to 32 3 0.0% 0.0% 635 +12 60.0% Q3 2026 Oct 19, 2026
MASECO LLP History Added to 29 3 0.0% 0.0% 642 +3 11.54% Q3 2026 Oct 27, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 23 3 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 13, 2026
Itau Unibanco Holding S.A. History No change 20 3 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 19 3 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 24, 2026
NFSG Corp History No change 33 3 0.0% 0.0% 636 0 0.0% Q3 2026 Oct 15, 2026
Cromwell Holdings LLC History No change 26 3 0.0% 0.0% 637 0 0.0% Q3 2026 Oct 28, 2026
Abound Wealth Management History No change 33 3 0.0% 0.0% 638 0 0.0% Q3 2026 Oct 26, 2026
Kingdom Financial Group LLC. History No change 33 3 0.0% 0.0% 639 0 0.0% Q3 2026 Nov 04, 2026
Rialto Wealth Management, LLC History No change 19 3 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 11, 2026
Dogwood Wealth Management LLC History No change 19 3 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 06, 2026
BIRCH FINANCIAL GROUP, LLC History New 20 2 0.0% — 652 +20 New Q3 2026 Oct 27, 2026
Physician Wealth Advisors, Inc. History Reduced 23 2 0.0% 0.0% 650 -4 -14.81% Q3 2026 Oct 20, 2026
Bay Harbor Wealth Management, LLC History Added to 22 2 0.0% 0.0% 649 +3 15.79% Q3 2026 Nov 03, 2026
DUNCKER STREETT & CO INC History Added to 21 2 0.0% 0.0% 645 +1 5.0% Q3 2026 Oct 27, 2026
SouthState Bank Corp History No change 14 2 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 06, 2026
ADIRONDACK TRUST CO History No change 21 2 0.0% 0.0% 646 0 0.0% Q3 2026 Oct 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 15 2 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History No change 20 2 0.0% 0.0% 648 0 0.0% Q3 2026 Nov 05, 2026
DiNuzzo Private Wealth, Inc. History No change 20 2 0.0% 0.0% 651 0 0.0% Q3 2026 Oct 15, 2026
Leonteq Securities AG History Reduced 10 1 0.0% 0.0% 654 -41 -80.39% Q3 2026 Oct 29, 2026
Balance Wealth Partners LLC History New 12 1 0.0% — 674 +12 New Q3 2026 Oct 27, 2026
Bare Financial Services, Inc History New 11 1 0.0% — 673 +11 New Q3 2026 Nov 04, 2026
Latitude Advisors, LLC History New 9 1 0.0% — 672 +9 New Q3 2026 Oct 27, 2026
Retirement Wealth Solutions LLC History Added to 10 1 0.0% — 666 +5 100.0% Q3 2026 Oct 07, 2026
DHJJ Financial Advisors, Ltd. History Reduced 11 1 0.0% 0.0% 662 -1 -8.33% Q3 2026 Oct 23, 2026
Planning Strategies Inc. History Added to 14 1 0.0% 0.0% 670 +1 7.69% Q3 2026 Oct 02, 2026
Asset Dedication, LLC History No change 9 1 0.0% 0.0% 653 0 0.0% Q3 2026 Nov 02, 2026
Jackson, Grant Investment Advisers, Inc. History No change 12 1 0.0% 0.0% 655 0 0.0% Q2 2026 Jul 31, 2026
Prestige Wealth Management Group LLC History No change 9 1 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 14, 2026
Osbon Capital Management LLC History No change 12 1 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 17 1 0.0% 0.0% 658 0 0.0% Q3 2026 Nov 03, 2026
CBIZ Investment Advisory Services, LLC History No change 13 1 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 13, 2026
Elevated Capital Advisors, LLC History No change 14 1 0.0% 0.0% 660 0 0.0% Q3 2026 Nov 04, 2026
Addison Advisors LLC History No change 12 1 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 10, 2026
Orion Capital Management LLC History No change 12 1 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 17, 2026
Spire Wealth Management History No change 13 1 0.0% 0.0% 664 0 0.0% Q3 2026 Oct 30, 2026
Bell Investment Advisors, Inc History No change 15 1 0.0% 0.0% 665 0 0.0% Q3 2026 Oct 28, 2026
Ankerstar Wealth, LLC History No change 12 1 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 13, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 8 1 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 10, 2026
HFM Investment Advisors, LLC History No change 10 1 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 04, 2026
Highland Investment Advisors LLC History No change 11 1 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 13, 2026
ANTIPODES PARTNERS Ltd History Closed out 0 0 — 0.43% — -148,726 -100.0% Q3 2026 Nov 04, 2026
Covea Finance History Closed out 0 0 — 0.13% — -26,339 -100.0% Q3 2026 Oct 21, 2026
PICTET BANK & TRUST Ltd History Closed out 0 0 — 2.04% — -11,963 -100.0% Q3 2026 Oct 21, 2026
ABN AMRO INVESTMENT SOLUTIONS History Closed out 0 0 — 0.01% — -7,522 -100.0% Q3 2026 Oct 21, 2026
Inscription Capital, LLC History Closed out 0 0 — 0.04% — -3,164 -100.0% Q3 2026 Nov 02, 2026
Focused Wealth Management, Inc History Closed out 0 0 — 0.04% — -3,022 -100.0% Q3 2026 Oct 30, 2026
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.01% — -2,775 -100.0% Q3 2026 Oct 15, 2026
Wellington Shields Capital Management, LLC History Closed out 0 0 — 0.04% — -1,770 -100.0% Q3 2026 Nov 03, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.01% — -1,619 -100.0% Q3 2026 Nov 03, 2026
OPPENHEIMER & CO INC History Closed out 0 0 — 0.0% — -1,562 -100.0% Q3 2026 Oct 26, 2026
BURNEY CO/ History Closed out 0 0 — 0.01% — -1,526 -100.0% Q3 2026 Oct 15, 2026
PROFUND ADVISORS LLC History Closed out 0 0 — 0.01% — -1,503 -100.0% Q3 2026 Oct 28, 2026
SAGE RHINO CAPITAL LLC History Closed out 0 0 — 0.04% — -1,457 -100.0% Q3 2026 Oct 27, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.08% — -1,410 -100.0% Q3 2026 Oct 14, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Closed out 0 0 — 0.01% — -1,403 -100.0% Q3 2026 Oct 23, 2026
Baron Wealth Management LLC History Closed out 0 0 — 0.06% — -1,380 -100.0% Q3 2026 Oct 27, 2026
Avestar Capital, LLC History Closed out 0 0 — 0.01% — -1,375 -100.0% Q3 2026 Oct 28, 2026
NORDEN GROUP LLC History Closed out 0 0 — 0.02% — -1,293 -100.0% Q3 2026 Oct 20, 2026
Capstone Wealth Management, LLC History Closed out 0 0 — 0.09% — -1,286 -100.0% Q3 2026 Nov 02, 2026
Integrated Advisors Network LLC History Closed out 0 0 — 0.01% — -1,276 -100.0% Q3 2026 Oct 20, 2026
Interchange Capital Partners, LLC History Closed out 0 0 — 0.04% — -1,273 -100.0% Q3 2026 Oct 27, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.01% — -800 -100.0% Q3 2026 Nov 05, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -128 -100.0% Q3 2026 Oct 07, 2026
Wellington Shields & Co., LLC History Closed out 0 0 — 0.0% — -125 -100.0% Q3 2026 Nov 03, 2026
Bank Julius Baer & Co. Ltd, Zurich History Closed out 0 0 — 0.0% — -95 -100.0% Q3 2026 Oct 29, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2026 Oct 16, 2026
KELLEHER FINANCIAL ADVISORS History Closed out 0 0 — 0.0% — -15 -100.0% Q3 2026 Oct 30, 2026
Burk Holdings LLC History New 6 0 — — — +6 New Q3 2026 Nov 04, 2026
CENTRAL TRUST Co History Closed out 0 0 — — — -6 -100.0% Q3 2026 Nov 05, 2026
Sunrise Financial Services, LLC History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 21, 2026
FINANCIAL CONSULATE, INC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Nov 02, 2026
Trifecta Capital Advisors, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 21, 2026
Navigoe, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Nov 03, 2026
ALBION FINANCIAL GROUP /UT History New 4 0 — — — +4 New Q3 2026 Oct 21, 2026
Birchwood Financial Partners, Inc. History New 4 0 — — — +4 New Q3 2026 Nov 02, 2026
Signature Equity Partners, LLC History New 3 0 — — — +3 New Q3 2026 Oct 29, 2026
NBT BANK, N.A. History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 21, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 15, 2026
Raleigh Capital Management Inc. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 28, 2026
DecisionPoint Financial, LLC History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 27, 2026
Hughes Financial Services, LLC History Added to 2 0 — — — +1 100.0% Q3 2026 Oct 30, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 15, 2026
MOTCO History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
USA FINANCIAL FORMULAS History No change 3 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Financial Management Professionals, Inc. History No change 5 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
MV CAPITAL MANAGEMENT, INC. History No change 8 0 — 0.0% — 0 0.0% Q3 2026 Oct 29, 2026
Quaker Wealth Management, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
Banque Cantonale Vaudoise History No change 6,110 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Evolution Advisers, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Beaird Harris Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Quarry LP History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Securities, Inc. History No change 6 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Mosley Wealth Management History No change 1 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
American Capital Advisory, LLC History No change 7 0 — 0.0% — 0 0.0% Q3 2026 Oct 28, 2026
Seneschal Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Principia Wealth Advisory, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
ROSS\JOHNSON & Associates LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 30, 2026