OGE ENERGY CORP. - OGE

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 26,254,706 1,277,554 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 10,659,655 518,698 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 9,311,149 453,080 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 7,226,476 351,640 0.01% 0.01% 4 0 0.0% Q2 2026 Sep 22, 2026
Clearbridge Investments, LLC History No change 6,589,884 320,663 0.27% 0.27% 5 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 5,687,808 276,783 0.25% 0.25% 6 0 0.0% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 5,035,976 245,050 0.09% 0.09% 7 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 4,142,489 201,574 0.13% 0.13% 8 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,933,472 191,465 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 12, 2026
NORGES BANK History No change 3,278,280 159,521 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 2,750,568 133,849 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 2,476,880 120,524 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 2,377,817 115,704 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 2,194,346 106,776 0.1% 0.1% 14 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 2,104,027 102,381 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 06, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 2,091,246 101,760 0.96% 0.96% 16 0 0.0% Q2 2026 Aug 13, 2026
COHEN & STEERS, INC. History No change 2,037,763 99,158 0.16% 0.16% 17 0 0.0% Q2 2026 Aug 14, 2026
Energy Income Partners, LLC History No change 2,034,850 99,015 1.56% 1.56% 18 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 1,982,220 96,454 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 1,834,067 89,246 0.13% 0.13% 20 0 0.0% Q2 2026 Aug 14, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History No change 1,794,001 87,296 1.22% 1.22% 21 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 1,734,002 84,376 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 1,696,852 82,568 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
REAVES W H & CO INC History No change 1,513,586 73,651 1.12% 1.12% 24 0 0.0% Q2 2026 Jul 30, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,513,198 73,632 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,304,811 63,492 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 1,284,747 62,515 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 1,228,703 59,788 0.07% 0.07% 28 0 0.0% Q2 2026 Aug 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 1,200,866 58,434 0.17% 0.17% 29 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,189,253 57,869 0.01% 0.01% 30 0 0.0% Q2 2026 Sep 02, 2026
Nuveen, LLC History No change 1,174,276 57,140 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,157,004 56,299 0.04% 0.04% 32 0 0.0% Q2 2026 Sep 09, 2026
Point72 Asset Management, L.P. History No change 1,155,427 56,223 0.06% 0.06% 33 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 1,101,600 53,603 0.34% 0.34% 34 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 1,056,937 51,430 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 1,034,075 50,318 0.32% 0.32% 36 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 996,486 49,520 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 12, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 944,800 45,973 0.07% 0.07% 38 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 944,683 45,968 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 929,826 45,245 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 13, 2026
OLD REPUBLIC INTERNATIONAL CORP History No change 862,500 42,005 1.57% 1.57% 41 0 0.0% Q2 2026 Jul 06, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 834,997 40,631 0.73% 0.73% 42 0 0.0% Q2 2026 Aug 11, 2026
Life Cycle Investment Partners Ltd History No change 774,360 37,680 0.18% 0.18% 43 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 770,587 37,496 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 741,426 36,077 0.03% 0.03% 45 0 0.0% Q2 2026 Sep 02, 2026
FMR LLC History No change 731,706 35,604 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
CI INVESTMENTS INC. History No change 707,764 34,439 0.11% 0.11% 47 0 0.0% Q2 2026 Aug 13, 2026
MILLER HOWARD INVESTMENTS INC /NY History No change 705,897 34,348 0.91% 0.91% 48 0 0.0% Q2 2026 Jul 31, 2026
Artisan Partners Limited Partnership History No change 704,456 34,278 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 678,233 33,002 0.06% 0.06% 50 0 0.0% Q2 2026 Aug 13, 2026
TEMA ETFS LLC History No change 672,718 32,734 1.06% 1.06% 51 0 0.0% Q2 2026 Jul 10, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 669,593 32,582 0.06% 0.06% 52 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 645,045 31,387 0.07% 0.07% 53 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 590,703 28,743 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History No change 572,715 27,868 0.04% 0.04% 55 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 514,179 25,019 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 511,612 24,894 0.12% 0.12% 57 0 0.0% Q2 2026 Aug 03, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 498,547 24,259 0.1% 0.1% 58 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 468,552 22,799 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 04, 2026
ROYAL BANK OF CANADA History No change 459,558 22,362 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 458,935 22,331 2.71% 2.71% 61 0 0.0% Q2 2026 Aug 11, 2026
Retirement Systems of Alabama History No change 455,049 22,142 0.07% 0.07% 62 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 426,753 20,765 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 424,511 20,656 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 414,200 20,154 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 11, 2026
SEGALL BRYANT & HAMILL, LLC History No change 406,980 19,803 0.23% 0.23% 66 0 0.0% Q2 2026 Aug 12, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 355,297 17,288 0.41% 0.41% 67 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 354,309 17,240 0.2% 0.2% 68 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 348,257 16,947 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 335,283 16,314 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 331,579 16,134 0.08% 0.08% 71 0 0.0% Q2 2026 Jul 17, 2026
RAYMOND JAMES FINANCIAL INC History No change 321,792 15,658 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 316,636 15,400 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 299,824 14,589 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 284,122 13,825 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 271,830 13,036 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Ceredex Value Advisors LLC History No change 262,950 12,795 0.36% 0.36% 77 0 0.0% Q2 2026 Aug 11, 2026
Epoch Investment Partners, Inc. History No change 259,526 12,628 0.07% 0.07% 78 0 0.0% Q2 2026 Aug 13, 2026
BTG Pactual Asset Management US LLC History No change 259,375 12,621 0.78% 0.78% 79 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 257,902 12,549 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 254,238 12,371 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 253,904 12,354 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 27, 2026
State of Alaska, Department of Revenue History No change 248,870 12,109 0.12% 0.12% 83 0 0.0% Q2 2026 Jul 20, 2026
Mariner, LLC History No change 239,946 11,676 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 238,683 11,614 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 24, 2026
WELLS FARGO & COMPANY/MN History No change 235,858 11,476 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Magellan Asset Management Ltd History No change 231,574 11,268 0.25% 0.25% 87 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 229,975 11,191 0.02% 0.02% 88 0 0.0% Q2 2026 Jul 23, 2026
PRUDENTIAL FINANCIAL INC History No change 228,542 11,120 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 227,916 11,090 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 227,866 11,087 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 223,450 10,873 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 10, 2026
Man Group plc History No change 223,414 10,871 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 221,512 10,778 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 213,286 10,379 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 208,773 10,158 0.06% 0.06% 96 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 207,497 10,096 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 205,109 9,980 0.04% 0.04% 98 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 203,192 9,887 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 197,427 9,606 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 10, 2026
Holocene Advisors, LP History No change 189,250 9,208 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 184,916 8,998 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 173,678 8,451 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 13, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 165,755 8,065 0.43% 0.43% 104 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 159,553 7,763 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 158,501 7,712 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 153,579 7,473 0.01% 0.01% 107 0 0.0% Q2 2026 Jul 30, 2026
New Age Alpha Advisors, LLC History No change 143,912 7,002 0.3% 0.3% 108 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 140,038 6,814 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 158,167 6,607 0.01% 0.01% 110 +49,848 46.02% Q3 2026 Oct 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 134,353 6,537 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 14, 2026
INSPIRE TRUST CO, N.A. History No change 132,000 6,423 0.88% 0.88% 112 0 0.0% Q2 2026 Aug 05, 2026
ALPS ADVISORS INC History No change 131,895 6,418 0.03% 0.03% 113 0 0.0% Q2 2026 Jul 29, 2026
SG Americas Securities, LLC History No change 130,381 6,344 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 129,675 6,309 0.03% 0.03% 115 0 0.0% Q2 2026 Aug 11, 2026
VISTA INVESTMENT PARTNERS LLC History Added to 133,448 6,061 1.58% 1.63% 116 +277 0.21% Q3 2026 Oct 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 124,176 6,042 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 19, 2026
CITIGROUP INC History No change 121,908 5,932 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 03, 2026
MACQUARIE GROUP LTD History No change 121,527 5,913 0.03% 0.03% 119 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 118,216 5,748 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 13, 2026
Freestone Grove Partners LP History No change 116,473 5,667 0.04% 0.04% 121 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 113,351 5,515 0.0% 0.0% 122 0 0.0% Q2 2026 Sep 23, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 110,557 5,379 0.71% 0.71% 123 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 107,458 5,228 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 106,971 5,205 0.01% 0.01% 125 0 0.0% Q2 2026 Jul 29, 2026
Treasurer of the State of North Carolina History No change 104,962 5,107 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 14, 2026
Aventail Capital Group, LP History No change 104,187 5,069 0.29% 0.29% 127 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 101,643 4,945 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 101,398 4,934 0.09% 0.09% 129 0 0.0% Q2 2026 Jul 31, 2026
Ironwood Investment Counsel, LLC History No change 100,289 4,880 0.64% 0.64% 130 0 0.0% Q2 2026 Aug 05, 2026
MetLife Investment Management, LLC History No change 99,354 4,834 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 98,387 4,787 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 97,953 4,766 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
Emerald Investment Advisers, LLC History No change 97,643 4,751 0.32% 0.32% 134 0 0.0% Q2 2026 Aug 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 96,600 4,700 0.03% 0.03% 135 0 0.0% Q2 2026 Aug 25, 2026
CAPTRUST FINANCIAL ADVISORS History No change 96,317 4,686 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 96,001 4,671 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 94,207 4,584 0.03% 0.03% 138 0 0.0% Q2 2026 Jul 23, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 92,541 4,503 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History No change 92,082 4,481 0.03% 0.03% 140 0 0.0% Q2 2026 Jul 23, 2026
Jupiter Topco LLC History No change 89,491 4,353 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 88,286 4,295 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 04, 2026
Resolution Capital Ltd History No change 88,253 4,294 0.08% 0.08% 143 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 87,708 4,267 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 86,394 4,203 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Sagefield Capital LP History No change 82,558 4,017 0.3% 0.3% 146 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 81,966 3,988 0.01% 0.01% 147 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 79,465 3,866 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 12, 2026
Ensign Peak Advisors, Inc History No change 78,838 3,836 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 78,401 3,814 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 77,393 3,765 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 76,607 3,727 0.04% 0.04% 152 0 0.0% Q2 2026 Aug 11, 2026
SEVEN GRAND MANAGERS, LLC History No change 75,000 3,649 0.15% 0.15% 153 0 0.0% Q2 2026 Aug 14, 2026
Greenland Capital Management LP History No change 74,700 3,634 0.45% 0.45% 154 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 73,761 3,589 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 73,593 3,581 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 11, 2026
Polymer Capital Management (US) LLC History No change 73,003 3,552 0.47% 0.47% 157 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 72,400 3,523 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 72,354 3,520 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 30, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 77,178 3,505 0.03% 0.04% 160 -5,126 -6.23% Q3 2026 Oct 13, 2026
FIRST MANHATTAN CO. LLC. History No change 69,979 3,405 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 69,710 3,392 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 63,737 3,101 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 17, 2026
Autumn Glory Partners, LLC History No change 61,970 3,015 0.85% 0.85% 164 0 0.0% Q2 2026 Aug 03, 2026
JBR Co Financial Management Inc History Reduced 62,257 3,005 1.15% 1.12% 165 -1,000 -1.58% Q3 2026 Oct 13, 2026
Dana Investment Advisors, Inc. History No change 61,199 2,977 0.08% 0.08% 166 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 61,036 2,970 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 60,400 2,939 0.04% 0.04% 168 0 0.0% Q2 2026 Jul 21, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 60,343 2,936 0.02% 0.02% 169 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History No change 60,338 2,936 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 60,037 2,921 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 59,272 2,884 0.03% 0.03% 172 0 0.0% Q2 2026 Jul 16, 2026
Cambridge Investment Research Advisors, Inc. History No change 58,012 2,823 0.01% 0.01% 173 0 0.0% Q2 2026 Jul 27, 2026
Hennion & Walsh Asset Management, Inc. History Added to 62,099 2,820 0.08% 0.08% 174 +1,939 3.22% Q3 2026 Oct 13, 2026
INGALLS & SNYDER LLC History No change 57,734 2,809 0.08% 0.08% 175 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 57,643 2,804 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD BANCORP History No change 57,054 2,776 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 05, 2026
Arizona State Retirement System History No change 56,945 2,770 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 07, 2026
Dean Capital Management History No change 54,866 2,669 0.97% 0.97% 179 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 54,279 2,641 0.05% 0.05% 180 0 0.0% Q2 2026 Jul 13, 2026
Engineers Gate Manager LP History No change 53,058 2,581 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 51,616 2,559 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
Qsemble Capital Management, LP History No change 51,882 2,524 0.32% 0.32% 183 0 0.0% Q2 2026 Aug 03, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 51,454 2,504 0.17% 0.17% 184 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 49,933 2,430 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
Rodgers Brothers Inc. History No change 49,675 2,417 0.23% 0.23% 186 0 0.0% Q2 2026 Aug 05, 2026
HighTower Advisors, LLC History No change 49,119 2,390 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 05, 2026
Elo Mutual Pension Insurance Co History No change 48,967 2,382 0.03% 0.03% 188 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 48,339 2,352 0.03% 0.03% 189 0 0.0% Q2 2026 Aug 10, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 48,314 2,350 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 30, 2026
MML INVESTORS SERVICES, LLC History No change 47,703 2,321 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 46,422 2,258 0.03% 0.03% 192 0 0.0% Q2 2026 Aug 12, 2026
Inspire Investing, LLC History No change 45,847 2,230 0.09% 0.09% 193 0 0.0% Q2 2026 Aug 12, 2026
NorthCoast Asset Management LLC History No change 44,050 2,143 0.05% 0.05% 194 0 0.0% Q2 2026 Aug 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 42,691 2,077 0.02% 0.02% 195 0 0.0% Q2 2026 Jul 28, 2026
DC Investments Management, LLC History No change 41,492 2,019 0.69% 0.69% 196 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 41,293 2,009 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 12, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 40,900 1,990 0.05% 0.05% 198 0 0.0% Q2 2026 Jul 29, 2026
EDMP, INC. History No change 40,845 1,987 1.6% 1.6% 199 0 0.0% Q2 2026 Jul 29, 2026
Summit Trail Advisors, LLC History No change 38,882 1,891 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 38,373 1,867 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 37,981 1,848 0.05% 0.05% 202 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 37,390 1,819 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 11, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 36,164 1,759 0.23% 0.23% 204 0 0.0% Q2 2026 Jul 22, 2026
BancFirst Trust & Investment Management History No change 35,713 1,757 0.74% 0.74% 205 0 0.0% Q2 2026 Jul 23, 2026
Gaddis Premier Wealth Advisors LLC History No change 35,849 1,744 1.06% 1.06% 206 0 0.0% Q2 2026 Aug 04, 2026
GUGGENHEIM CAPITAL LLC History No change 35,682 1,736 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 12, 2026
GLENMEDE TRUST CO NA History No change 35,017 1,703 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 10, 2026
Schonfeld Strategic Advisors LLC History No change 33,451 1,627 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 32,578 1,585 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 32,513 1,582 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 06, 2026
ALLSTATE CORP History No change 31,662 1,540 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 13, 2026
Utah Retirement Systems History No change 31,252 1,520 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 30,649 1,491 0.02% 0.02% 214 0 0.0% Q2 2026 Aug 13, 2026
TI-TRUST, INC History No change 30,640 1,490 0.8% 0.8% 215 0 0.0% Q2 2026 Jul 23, 2026
South Dakota Investment Council History No change 30,609 1,489 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 11, 2026
Bleakley Financial Group, LLC History No change 30,613 1,489 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 05, 2026
LFG Wealth Partners, LLC History No change 29,101 1,416 0.66% 0.66% 218 0 0.0% Q2 2026 Aug 04, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 28,841 1,403 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 28,707 1,396 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 03, 2026
Chicago Partners Investment Group LLC History No change 27,574 1,367 0.03% 0.03% 221 0 0.0% Q2 2026 Jul 29, 2026
Hudson Bay Capital Management LP History No change 27,836 1,354 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 27,766 1,351 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 14, 2026
Transcendent Capital Group LLC History No change 27,596 1,342 0.52% 0.52% 224 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 27,425 1,334 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History No change 27,396 1,333 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 06, 2026
Verity & Verity, LLC History No change 27,182 1,322 0.09% 0.09% 227 0 0.0% Q2 2026 Jul 28, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 28,671 1,302 0.02% 0.01% 228 +10,377 56.72% Q3 2026 Oct 13, 2026
Dynamic Technology Lab Private Ltd History No change 26,542 1,292 0.29% 0.29% 229 0 0.0% Q2 2026 Aug 13, 2026
Midwest Professional Planners, LTD. History No change 25,756 1,253 0.25% 0.25% 230 0 0.0% Q2 2026 Aug 05, 2026
DEUTSCHE BANK AG\ History No change 25,750 1,252 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 07, 2026
MidFirst Bank History No change 25,506 1,241 0.09% 0.09% 232 0 0.0% Q2 2026 Aug 07, 2026
INCEPTIONR LLC History No change 25,463 1,239 0.3% 0.3% 233 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 25,433 1,237 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 24,769 1,205 0.01% 0.01% 235 0 0.0% Q2 2026 Sep 23, 2026
Odyssean, LLC History No change 24,663 1,200 0.2% 0.2% 236 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History No change 24,460 1,190 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 10, 2026
Aster Capital Management (DIFC) Ltd History No change 24,437 1,189 0.25% 0.25% 238 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 24,368 1,185 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
Resona Asset Management Co.,Ltd. History No change 24,296 1,182 0.01% 0.01% 240 0 0.0% Q2 2026 Jul 29, 2026
Lynx Investment Advisory History No change 24,260 1,180 0.39% 0.39% 241 0 0.0% Q2 2026 Jul 27, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 24,128 1,174 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 23,978 1,166 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 20, 2026
Machina Capital S.A.S. History No change 23,800 1,158 0.18% 0.18% 244 0 0.0% Q2 2026 Aug 10, 2026
Pathstone Holdings, LLC History No change 23,435 1,140 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
Pacer Advisors, Inc. History No change 23,101 1,124 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 22,668 1,103 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 11, 2026
Dockside LLC History No change 22,654 1,102 0.26% 0.26% 248 0 0.0% Q2 2026 Aug 03, 2026
Farther Finance Advisors, LLC History Added to 24,117 1,095 0.01% 0.01% 249 +1,052 4.56% Q3 2026 Oct 08, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 22,421 1,091 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 22,399 1,089 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 28, 2026
HB Wealth Management, LLC History No change 22,294 1,084 0.01% 0.01% 252 0 0.0% Q2 2026 Jul 29, 2026
Sanctuary Advisors, LLC History No change 22,086 1,074 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
GSA CAPITAL PARTNERS LLP History No change 22,041 1,073 0.07% 0.07% 254 0 0.0% Q2 2026 Aug 06, 2026
Bridgewater Associates, LP History No change 21,773 1,059 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 21,573 1,049 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 03, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 21,292 1,036 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 21,069 1,025 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 14, 2026
Heritage Trust Co History No change 20,947 1,019 0.09% 0.09% 259 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 20,825 1,013 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 12, 2026
Kentucky Trust Co History No change 20,691 1,006 0.48% 0.48% 261 0 0.0% Q2 2026 Jul 10, 2026
Neuberger Berman Group LLC History No change 20,549 999 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 20,312 988 0.02% 0.02% 263 0 0.0% Q2 2026 Jul 23, 2026
BROWN ADVISORY INC History No change 20,171 981 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 20,147 980 0.09% 0.09% 265 0 0.0% Q2 2026 Jul 31, 2026
Everhart Financial Group, Inc. History Added to 21,078 957 0.06% 0.06% 266 +1,790 9.28% Q3 2026 Oct 08, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 20,781 943 0.08% 0.08% 267 0 0.0% Q3 2026 Oct 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 19,343 941 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History No change 19,313 939 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 29, 2026
Envestnet Portfolio Solutions, Inc. History No change 18,662 908 0.0% 0.0% 270 0 0.0% Q2 2026 Sep 23, 2026
Frec Markets, Inc. History No change 18,543 902 0.08% 0.08% 271 0 0.0% Q2 2026 Aug 13, 2026
IFM Investors Pty Ltd History Added to 19,611 890 0.01% 0.0% 272 +4,878 33.11% Q3 2026 Oct 13, 2026
Oak Thistle LLC History No change 18,149 883 0.09% 0.09% 273 0 0.0% Q2 2026 Jul 20, 2026
XTX Topco Ltd History No change 18,046 878 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 17,977 874 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 12, 2026
Aquatic Capital Management LLC History No change 17,815 866 0.03% 0.03% 276 0 0.0% Q2 2026 Aug 14, 2026
Uniting Wealth Partners, LLC History No change 17,765 864 0.18% 0.18% 277 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 17,596 856 0.03% 0.03% 278 0 0.0% Q2 2026 Aug 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 17,601 856 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 10, 2026
Asset Management One Co., Ltd. History No change 17,563 854 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 28, 2026
BRIGHTON JONES LLC History No change 17,195 836 0.02% 0.02% 281 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 17,104 832 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 17,013 821 0.05% 0.05% 283 0 0.0% Q2 2026 Jul 22, 2026
TRUIST FINANCIAL CORP History No change 16,865 820 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 28, 2026
DnB Asset Management AS History No change 16,046 780 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 11, 2026
Empowered Funds, LLC History No change 16,013 779 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 15,930 775 0.0% 0.0% 287 0 0.0% Q2 2026 Jul 17, 2026
TECTONIC ADVISORS LLC History No change 15,860 771 0.04% 0.04% 288 0 0.0% Q2 2026 Jul 15, 2026
Integrated Wealth Concepts LLC History No change 15,784 768 0.01% 0.01% 289 0 0.0% Q2 2026 Sep 08, 2026
MEEDER ASSET MANAGEMENT INC History No change 15,617 759 0.04% 0.04% 290 0 0.0% Q2 2026 Aug 07, 2026
Centennial Wealth Advisory LLC History No change 15,558 757 0.16% 0.16% 291 0 0.0% Q2 2026 Jul 13, 2026
Janney Montgomery Scott LLC History No change 15,514 755 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 15,442 751 0.01% 0.01% 293 0 0.0% Q2 2026 Jul 21, 2026
VAUGHAN & Co SECURITIES, INC. History No change 15,352 747 0.35% 0.35% 294 0 0.0% Q2 2026 Aug 03, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 15,264 743 0.03% 0.03% 295 0 0.0% Q2 2026 Jul 23, 2026
Plan Group Financial, LLC History No change 15,000 729 0.15% 0.15% 296 0 0.0% Q2 2026 Aug 03, 2026
Linden Thomas Advisory Services, LLC History No change 14,882 724 0.06% 0.06% 297 0 0.0% Q2 2026 Jul 16, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 14,810 721 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 13, 2026
SCHULHOFF & CO INC History No change 14,825 721 0.29% 0.29% 299 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 14,582 709 0.39% 0.39% 300 0 0.0% Q2 2026 Aug 14, 2026
VIRTUS ADVISERS, LLC History No change 14,504 705 0.27% 0.27% 301 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 14,462 703 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 14,415 701 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 06, 2026
EntryPoint Capital, LLC History No change 14,403 700 0.17% 0.17% 304 0 0.0% Q2 2026 Aug 13, 2026
NorthCrest Asset Manangement, LLC History Added to 14,877 685 0.02% 0.01% 305 +5,409 57.13% Q3 2026 Oct 09, 2026
TWO SIGMA INVESTMENTS, LP History No change 13,900 676 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 13,668 665 0.01% 0.01% 307 0 0.0% Q2 2026 Jul 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 13,534 658 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History No change 13,540 658 0.01% 0.01% 309 0 0.0% Q2 2026 Jul 16, 2026
Waverly Advisors, LLC History No change 13,394 651 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 13,285 646 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 10, 2026
Tanglewood Legacy Advisors, LLC History No change 13,295 646 0.21% 0.21% 312 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 13,152 639 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 13,120 638 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 13,044 634 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 12,881 626 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 10, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 12,817 623 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 10, 2026
MAI Capital Management History No change 12,629 614 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 12,625 614 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 12,542 610 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 07, 2026
Integrated Advisors Network LLC History No change 12,411 603 0.03% 0.03% 321 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 12,288 597 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 12, 2026
Caprock Group, LLC History No change 12,211 594 0.01% 0.01% 323 0 0.0% Q2 2026 Jul 27, 2026
Brendel Financial Advisors LLC History No change 12,000 583 0.27% 0.27% 324 0 0.0% Q2 2026 Jul 31, 2026
TWINBEECH CAPITAL LP History No change 11,903 579 0.1% 0.1% 325 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 11,790 573 0.02% 0.02% 326 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 11,849 569 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 10, 2026
F/m Investments LLC History No change 11,581 563 0.03% 0.03% 328 0 0.0% Q2 2026 Aug 05, 2026
WEDBUSH SECURITIES INC History No change 11,357 553 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Advisor Solutions, LLC History No change 11,373 553 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 06, 2026
Kera Capital Partners, Inc. History No change 11,311 550 0.05% 0.05% 331 0 0.0% Q2 2026 Aug 14, 2026
JB Capital LLC History No change 11,287 549 0.02% 0.02% 332 0 0.0% Q2 2026 Jul 29, 2026
FOSTER & MOTLEY INC History No change 11,221 546 0.03% 0.03% 333 0 0.0% Q2 2026 Aug 07, 2026
Retirement Investment Advisors, Inc. History No change 11,034 540 0.04% 0.04% 334 0 0.0% Q2 2026 Jul 15, 2026
MONEY CONCEPTS CAPITAL CORP History No change 11,097 539 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 04, 2026
CAPITAL ADVISORS INC/OK History No change 10,978 534 0.01% 0.01% 336 0 0.0% Q2 2026 Jul 22, 2026
Allworth Financial LP History No change 10,810 526 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 11, 2026
OXFORD ASSET MANAGEMENT LLP History No change 10,809 525 0.26% 0.26% 338 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 10,788 524 0.0% 0.0% 339 0 0.0% Q2 2026 Jul 23, 2026
COWA, LLC History No change 10,782 524 0.13% 0.13% 340 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 10,651 518 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 10,662 518 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 11, 2026
Meeder Advisory Services, Inc. History No change 10,621 516 0.02% 0.02% 343 0 0.0% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History No change 10,560 514 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 18, 2026
M&T BANK CORP History No change 10,396 506 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 10,387 505 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 10,363 504 0.04% 0.04% 347 0 0.0% Q2 2026 Jul 20, 2026
Inspire Advisors, LLC History No change 10,335 502 0.03% 0.03% 348 0 0.0% Q2 2026 Aug 13, 2026
Maryland State Retirement & Pension System History No change 10,304 501 0.01% 0.01% 349 0 0.0% Q2 2026 Jul 30, 2026
Hilltop Holdings Inc. History No change 10,074 490 0.04% 0.04% 350 0 0.0% Q2 2026 Aug 13, 2026
Baker Avenue Asset Management, LP History No change 10,041 488 0.01% 0.01% 351 0 0.0% Q2 2026 Jul 28, 2026
SYON CAPITAL LLC History No change 10,048 488 0.02% 0.02% 352 0 0.0% Q2 2026 Aug 14, 2026
Qtron Investments LLC History No change 9,987 485 0.06% 0.06% 353 0 0.0% Q2 2026 Aug 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 9,900 482 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History Added to 10,596 481 0.02% 0.02% 355 +1,161 12.31% Q3 2026 Oct 08, 2026
Inscription Capital, LLC History No change 9,869 480 0.04% 0.04% 356 0 0.0% Q2 2026 Aug 13, 2026
Objective Capital Management, LLC History No change 10,420 473 0.42% 0.45% 357 0 0.0% Q3 2026 Oct 13, 2026
Blueshift Asset Management, LLC History No change 9,717 472 0.11% 0.11% 358 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 9,701 472 0.02% 0.02% 359 0 0.0% Q2 2026 Aug 13, 2026
TCP Asset Management, LLC History No change 10,400 471 0.05% 0.06% 360 0 0.0% Q3 2026 Oct 14, 2026
Pinion Investment Advisors, LLC History No change 9,628 468 0.09% 0.09% 361 0 0.0% Q2 2026 Aug 06, 2026
PFG Investments, LLC History No change 9,595 466 0.02% 0.02% 362 0 0.0% Q2 2026 Jul 23, 2026
Bahl & Gaynor LLC History No change 9,500 462 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 13, 2026
Parcion Private Wealth LLC History No change 9,423 458 0.03% 0.03% 364 0 0.0% Q2 2026 Jul 27, 2026
DekaBank Deutsche Girozentrale History No change 9,425 447 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History No change 9,099 442 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 04, 2026
PINNACLE ASSOCIATES LTD History No change 8,978 436 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 03, 2026
Belpointe Asset Management LLC History No change 8,904 433 0.01% 0.01% 368 0 0.0% Q2 2026 Jul 31, 2026
UMB Bank, n.a. History No change 8,859 431 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 8,869 431 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 17, 2026
Chicago Capital, LLC History No change 9,300 422 0.01% 0.01% 371 0 0.0% Q3 2026 Oct 13, 2026
HUNTINGTON NATIONAL BANK History No change 8,519 414 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 13, 2026
SHIKIAR ASSET MANAGEMENT INC History No change 8,500 414 0.1% 0.1% 373 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 8,406 409 0.02% 0.02% 374 0 0.0% Q2 2026 Aug 05, 2026
Bank & Trust Co History No change 9,014 409 0.26% 0.28% 375 0 0.0% Q3 2026 Oct 07, 2026
Prospera Financial Services Inc History No change 8,375 407 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 15, 2026
M.E. ALLISON & CO., INC. History No change 8,975 407 0.23% 0.25% 377 0 0.0% Q3 2026 Oct 08, 2026
Forvis Mazars Wealth Advisors, LLC History No change 8,942 406 0.01% 0.01% 378 0 0.0% Q3 2026 Oct 13, 2026
Private Advisor Group, LLC History No change 8,284 403 0.0% 0.0% 379 0 0.0% Q2 2026 Jul 27, 2026
LEGACY FINANCIAL GROUP, INC. History No change 8,298 403 0.09% 0.09% 380 0 0.0% Q2 2026 Jul 30, 2026
Jump Financial, LLC History No change 8,100 394 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 8,115 394 0.0% 0.0% 382 0 0.0% Q2 2026 Jul 27, 2026
ROCKLAND TRUST CO History Reduced 8,661 393 0.02% 0.02% 383 -748 -7.95% Q3 2026 Oct 05, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 8,096 393 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 11, 2026
Vident Advisory, LLC History No change 7,983 388 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 12, 2026
BALLAST ADVISORS LLC History No change 7,889 383 0.09% 0.09% 386 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 7,867 382 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 06, 2026
Tulsa Wealth Advisors, INC History No change 7,834 381 0.05% 0.05% 388 0 0.0% Q2 2026 Aug 06, 2026
Krilogy Financial LLC History Added to 8,076 377 0.01% 0.01% 389 +2,730 51.07% Q3 2026 Oct 13, 2026
CERTUITY, LLC History No change 7,766 377 0.02% 0.02% 390 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Select Advisors, LLC History No change 7,660 372 0.16% 0.16% 391 0 0.0% Q2 2026 Aug 05, 2026
CULLEN/FROST BANKERS, INC. History No change 7,635 371 0.0% 0.0% 392 0 0.0% Q2 2026 Jul 27, 2026
Crestwood Advisors Group, LLC History No change 7,622 370 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 03, 2026
Saiph Capital, LLC History No change 7,616 370 0.11% 0.11% 394 0 0.0% Q2 2026 Jul 29, 2026
Centiva Capital, LP History No change 7,570 368 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 7,456 362 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 7,422 361 0.01% 0.01% 397 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History No change 7,395 359 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History No change 7,214 351 0.02% 0.02% 399 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 7,165 348 0.0% 0.0% 400 0 0.0% Q2 2026 Jul 28, 2026
TCV Trust & Wealth Management, Inc. History No change 7,114 346 0.03% 0.03% 401 0 0.0% Q2 2026 Jul 24, 2026
International Private Wealth Advisors LLC History No change 7,099 345 0.18% 0.18% 402 0 0.0% Q2 2026 Aug 07, 2026
Cadent Capital Advisors, LLC History Added to 7,568 343 0.07% 0.08% 404 +39 0.52% Q3 2026 Oct 09, 2026
Advisory Resource Group History No change 7,052 343 0.05% 0.05% 403 0 0.0% Q2 2026 Jul 14, 2026
MGO ONE SEVEN LLC History No change 7,037 342 0.01% 0.01% 405 0 0.0% Q2 2026 Jul 31, 2026
Advisory Alpha, LLC History No change 7,016 341 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 6,813 331 0.01% 0.01% 407 0 0.0% Q2 2026 Jul 17, 2026
Sowell Financial Services LLC History No change 6,736 327 0.01% 0.01% 408 0 0.0% Q2 2026 Jul 17, 2026
WADDELL & ASSOCIATES, LLC History No change 6,739 327 0.02% 0.02% 409 0 0.0% Q2 2026 Jul 15, 2026
SHELTON CAPITAL MANAGEMENT History No change 6,719 326 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 14, 2026
Tradewinds, LLC. History No change 5,073 326 0.07% 0.07% 411 0 0.0% Q2 2026 Aug 14, 2026
Bull Harbor Capital LLC History No change 6,686 325 0.06% 0.06% 412 0 0.0% Q2 2026 Aug 10, 2026
Impact Partnership Wealth, LLC History No change 6,659 324 0.03% 0.03% 413 0 0.0% Q2 2026 Jul 29, 2026
Elevated Capital Advisors, LLC History No change 6,623 322 0.09% 0.09% 414 0 0.0% Q2 2026 Aug 03, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 6,600 321 0.17% 0.17% 415 0 0.0% Q2 2026 Aug 13, 2026
First Bank & Trust History No change 6,606 321 0.05% 0.05% 416 0 0.0% Q2 2026 Jul 09, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 6,607 321 0.04% 0.04% 417 0 0.0% Q2 2026 Aug 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 6,500 316 0.02% 0.02% 418 0 0.0% Q2 2026 Aug 04, 2026
CIBC Asset Management Inc History No change 6,401 311 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 03, 2026
Pallas Capital Advisors LLC History No change 6,371 310 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 07, 2026
WARNER FINANCIAL, INC History No change 6,315 307 0.09% 0.09% 421 0 0.0% Q2 2026 Jul 09, 2026
Versant Capital Management, Inc History Added to 6,707 304 0.03% 0.02% 422 +1,907 39.73% Q3 2026 Oct 01, 2026
North Dakota State Investment Board History No change 6,254 304 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 04, 2026
Sterling Capital Management LLC History No change 6,193 301 0.01% 0.01% 424 0 0.0% Q2 2026 Jul 28, 2026
Turtle Creek Wealth Advisors, LLC History No change 6,159 299 0.02% 0.02% 425 0 0.0% Q2 2026 Jul 27, 2026
Sagewood Asset Management LP History No change 6,138 298 0.07% 0.07% 426 0 0.0% Q2 2026 Jul 29, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 6,129 298 0.02% 0.02% 427 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle West Asset Management, Inc. History No change 6,065 295 0.2% 0.2% 428 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History No change 6,011 292 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 03, 2026
Hendershot Investments Inc. History No change 6,000 291 0.04% 0.04% 430 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History No change 5,789 281 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 04, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 5,730 279 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 04, 2026
Disciplined Investments, LLC History No change 5,747 279 0.09% 0.09% 433 0 0.0% Q2 2026 Aug 07, 2026
iA Global Asset Management Inc. History No change 5,693 277 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 29, 2026
Marex Group Ltd History No change 5,689 276 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 5,594 273 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 12, 2026
Wedmont Private Capital History New 5,830 268 0.01% — 439 +5,830 New Q3 2026 Oct 09, 2026
KBC Group NV History No change 5,500 268 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 05, 2026
Harvest Fund Management Co., Ltd History No change 5,513 268 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 19, 2026
B. Riley Wealth Advisors, Inc. History Added to 5,878 266 0.01% 0.01% 440 +1,791 43.82% Q3 2026 Oct 13, 2026
Indivisible Partners History No change 5,430 264 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 04, 2026
Accel Wealth Management History Added to 5,782 262 0.06% 0.06% 442 +150 2.66% Q3 2026 Oct 13, 2026
Curi Capital, LLC History No change 5,367 261 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 5,340 259 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 20, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 5,280 256 0.02% 0.02% 445 0 0.0% Q2 2026 Jul 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 5,265 256 0.02% 0.02% 446 0 0.0% Q2 2026 Aug 04, 2026
Essex Bank History No change 5,215 253 0.05% 0.05% 447 0 0.0% Q2 2026 Jul 23, 2026
Strategic Financial Concepts, LLC History No change 4,863 236 0.07% 0.07% 448 0 0.0% Q2 2026 Jul 27, 2026
Callan Family Office, LLC History No change 4,826 234 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 11, 2026
Western Wealth Management, LLC History No change 4,790 233 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 4,784 232 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 06, 2026
Diversified Trust Co History No change 4,758 231 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 17, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 4,740 230 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 12, 2026
CX Institutional History Added to 5,029 228 0.01% 0.0% 454 +3,060 155.41% Q3 2026 Oct 02, 2026
Waterfront Wealth Inc. History No change 4,688 228 0.04% 0.04% 455 0 0.0% Q2 2026 Jul 30, 2026
Forge Financial Services LLC History No change 4,688 228 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 07, 2026
Kovack Advisors, Inc. History No change 4,646 224 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 28, 2026
Horizon Investments, LLC History No change 4,640 223 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 13, 2026
Optas, LLC History No change 4,581 222 0.03% 0.03% 459 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF OKLAHOMA History No change 4,524 220 0.06% 0.06% 460 0 0.0% Q2 2026 Jul 14, 2026
McGowan Group Asset Management, Inc. History No change 4,536 220 0.03% 0.03% 461 0 0.0% Q2 2026 Aug 12, 2026
Eurizon Capital SGR S.p.A. History No change 4,483 220 0.0% 0.0% 462 0 0.0% Q2 2026 Jul 29, 2026
INTRUST BANK NA History No change 4,501 219 0.02% 0.02% 463 0 0.0% Q2 2026 Aug 05, 2026
GW HENSSLER & ASSOCIATES LTD History No change 4,501 219 0.01% 0.01% 464 0 0.0% Q2 2026 Jul 28, 2026
Affinity Capital Advisors, LLC History New 4,656 216 0.03% — 465 +4,656 New Q3 2026 Oct 13, 2026
TD Waterhouse Canada Inc. History No change 4,461 215 0.0% 0.0% 466 0 0.0% Q2 2026 Jul 27, 2026
World Investment Advisors History No change 4,456 213 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 4,364 212 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 4,374 212 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 05, 2026
STRS OHIO History No change 4,340 211 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 30, 2026
BURNS J W & CO INC/NY History No change 4,300 209 0.02% 0.02% 471 0 0.0% Q2 2026 Jul 15, 2026
MISSION WEALTH MANAGEMENT, LP History No change 4,302 209 0.0% 0.0% 472 0 0.0% Q2 2026 Jul 20, 2026
Harbour Trust & Investment Management Co History No change 4,300 209 0.02% 0.02% 473 0 0.0% Q2 2026 Jul 28, 2026
GWN SECURITIES INC. History No change 4,293 208 0.03% 0.03% 474 0 0.0% Q2 2026 Aug 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 4,115 200 0.0% 0.0% 475 0 0.0% Q2 2026 Jul 28, 2026
EASTERN BANK History No change 4,344 197 0.0% 0.0% 476 0 0.0% Q3 2026 Oct 05, 2026
EverSource Wealth Advisors, LLC History No change 3,978 193 0.01% 0.01% 477 0 0.0% Q2 2026 Jul 24, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,803 185 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 24, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 3,585 174 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 3,276 159 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 23, 2026
AMERICAN NATIONAL BANK & TRUST History No change 3,440 156 0.01% 0.01% 481 0 0.0% Q3 2026 Oct 07, 2026
CoreFirst Bank & Trust History No change 3,200 155 0.08% 0.08% 482 0 0.0% Q2 2026 Aug 05, 2026
Caitong International Asset Management Co., Ltd History No change 3,037 147 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 04, 2026
Wilmington Savings Fund Society, FSB History No change 3,000 145 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 28, 2026
Westside Investment Management, Inc. History No change 2,760 134 0.02% 0.02% 485 0 0.0% Q2 2026 Jul 27, 2026
Center for Financial Planning, Inc. History No change 2,738 133 0.01% 0.01% 486 0 0.0% Q2 2026 Jul 21, 2026
Beaird Harris Wealth Management, LLC History No change 2,605 126 0.01% 0.01% 487 0 0.0% Q2 2026 Jul 08, 2026
Larson Financial Group LLC History No change 2,392 116 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 2,200 107 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 10, 2026
First Command Advisory Services, Inc. History No change 2,160 105 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 10, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 2,022 98 0.07% 0.07% 491 0 0.0% Q2 2026 Aug 18, 2026
ST GERMAIN D J CO INC History No change 2,000 97 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 21, 2026
Johnson Financial Group, Inc. History No change 2,000 97 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 10, 2026
USA FINANCIAL FORMULAS History No change 1,879 91 0.02% 0.02% 494 0 0.0% Q2 2026 Aug 04, 2026
Caldwell Trust Co History No change 1,654 80 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 03, 2026
Measured Wealth Private Client Group, LLC History No change 1,605 78 0.02% 0.02% 496 0 0.0% Q2 2026 Aug 10, 2026
Fortitude Family Office, LLC History No change 1,611 78 0.02% 0.02% 497 0 0.0% Q2 2026 Jul 20, 2026
CoreCap Advisors, LLC History No change 1,697 77 0.0% 0.0% 498 0 0.0% Q3 2026 Oct 08, 2026
Essential Partners LLC History Added to 1,570 71 0.03% 0.02% 500 +601 62.02% Q3 2026 Oct 14, 2026
HM PAYSON & CO History No change 1,460 71 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 1,409 69 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,300 63 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Asset Management, LLC History No change 1,300 63 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 1,286 62 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 1,290 62 0.01% 0.01% 505 0 0.0% Q2 2026 Jul 22, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,314 59 0.02% 0.01% 506 +880 202.76% Q3 2026 Oct 07, 2026
NBT BANK, N.A. History No change 1,200 58 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 29, 2026
True Wealth Design, LLC History Added to 1,244 56 0.01% 0.01% 510 +38 3.15% Q3 2026 Oct 13, 2026
MATHER GROUP, LLC. History No change 1,162 56 0.0% 0.0% 508 0 0.0% Q2 2026 Jul 27, 2026
MTM Investment Management, LLC History No change 1,157 56 0.02% 0.02% 509 0 0.0% Q2 2026 Aug 03, 2026
Blue Trust, Inc. History No change 1,124 54 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 21, 2026
Quent Capital, LLC History No change 1,105 53 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 07, 2026
BankPlus Trust Department History No change 1,062 51 0.01% 0.01% 513 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 1,034 50 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 06, 2026
WOLFF WIESE MAGANA LLC History No change 1,032 50 0.02% 0.02% 515 0 0.0% Q2 2026 Jul 13, 2026
Parkside Financial Bank & Trust History No change 1,007 49 0.0% 0.0% 516 0 0.0% Q2 2026 Sep 04, 2026
Mechanics Financial Corp History No change 1,000 48 0.02% 0.02% 517 0 0.0% Q2 2026 Aug 05, 2026
ATWOOD & PALMER INC History New 1,003 45 0.0% — 520 +1,003 New Q3 2026 Oct 08, 2026
TOMPKINS FINANCIAL CORP History No change 1,000 45 0.0% 0.0% 518 0 0.0% Q3 2026 Oct 05, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 1,000 45 0.01% 0.01% 519 0 0.0% Q3 2026 Oct 14, 2026
Kimelman & Baird, LLC History No change 844 41 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 18, 2026
Elequin Capital, LP History No change 835 40 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 811 39 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History No change 800 38 0.0% 0.0% 524 0 0.0% Q2 2026 Jul 31, 2026
Quest 10 Wealth Builders, Inc. History No change 784 38 0.03% 0.03% 525 0 0.0% Q2 2026 Jul 24, 2026
S&T BANK/PA History No change 767 37 0.01% 0.01% 526 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors, Ltd. LLC History No change 744 36 0.0% 0.0% 527 0 0.0% Q2 2026 Jul 16, 2026
Clearstead Trust, LLC History No change 755 36 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 06, 2026
Meriwether Wealth & Planning, LLC History New 733 33 0.01% — 529 +733 New Q3 2026 Oct 13, 2026
IMA Advisory Services, Inc. History No change 661 32 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 10, 2026
Oakworth Capital, Inc. History No change 667 32 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 22, 2026
Spectrum Wealth Advisory Group, LLC History No change 675 32 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 06, 2026
WEBSTER BANK, N. A. History No change 650 31 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 20, 2026
Quarry LP History No change 643 31 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 14, 2026
Alpine Bank Wealth Management History No change 617 30 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 07, 2026
Strategic Investment Solutions, Inc. /IL History No change 603 29 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 08, 2026
Markowski Investments History No change 600 29 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 13, 2026
Operose Advisors LLC History No change 537 26 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 532 25 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 11, 2026
Strategic Wealth Partners, Ltd. History No change 500 24 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History No change 496 24 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 22, 2026
Birchwood Financial Partners, Inc. History No change 500 24 0.02% 0.02% 542 0 0.0% Q2 2026 Aug 06, 2026
V-Square Quantitative Management LLC History No change 474 23 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 27, 2026
Bell Investment Advisors, Inc History No change 434 21 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 06, 2026
Olistico Wealth, LLC History No change 480 21 0.01% 0.01% 545 0 0.0% Q3 2026 Oct 05, 2026
Private Wealth Management Group, LLC History No change 446 21 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 27, 2026
Keating Financial Advisory Services, Inc. History No change 434 21 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 428 20 0.0% 0.0% 548 0 0.0% Q2 2026 Jul 16, 2026
Spire Wealth Management History No change 431 20 0.0% 0.0% 549 0 0.0% Q2 2026 Jul 15, 2026
Covestor Ltd History No change 422 20 0.01% 0.01% 550 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 392 19 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 12, 2026
Manchester Capital Management LLC History No change 404 19 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 13, 2026
TSFG, LLC History No change 400 19 0.0% 0.0% 553 0 0.0% Q2 2026 Jul 23, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 400 19 0.0% 0.0% 554 0 0.0% Q2 2026 Jul 27, 2026
First Bancorp, Inc /ME/ History No change 372 18 0.01% 0.01% 555 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 364 17 0.0% 0.0% 556 0 0.0% Q2 2026 Jul 28, 2026
Advantage Trust Co History No change 350 17 0.01% 0.01% 557 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Wealth Planning Services, Inc. History No change 344 16 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 348 16 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 295 15 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 05, 2026
Noble Wealth Management PBC History No change 350 15 0.01% 0.01% 561 0 0.0% Q3 2026 Oct 01, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 300 14 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 296 14 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 13, 2026
GoalVest Advisory LLC History New 304 13 0.0% — 565 +304 New Q3 2026 Oct 02, 2026
DT Investment Partners, LLC History No change 278 13 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 27, 2026
MassMutual Private Wealth & Trust, FSB History Added to 276 12 0.0% 0.0% 566 +26 10.4% Q3 2026 Oct 05, 2026
Cranbrook Wealth Management, LLC History No change 227 11 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 06, 2026
Sachetta, LLC History No change 241 11 0.01% 0.01% 568 0 0.0% Q2 2026 Jul 15, 2026
WHITTIER TRUST CO History No change 225 10 0.0% 0.0% 569 0 0.0% Q2 2026 Jul 27, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 207 10 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 220 10 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 04, 2026
CVA Family Office, LLC History No change 221 10 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 07, 2026
Basecamp Wealth Advisors LLC History No change 213 10 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 14, 2026
Piscataqua Savings Bank History No change 200 9 0.01% 0.01% 574 0 0.0% Q2 2026 Jul 09, 2026
Hilltop National Bank History No change 200 9 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 01, 2026
Gen-Wealth Partners Inc History No change 185 9 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 200 9 0.0% 0.0% 577 0 0.0% Q2 2026 Jul 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 179 8 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 20, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 172 8 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 12, 2026
Corsicana & Co. History No change 152 7 0.0% 0.0% 580 0 0.0% Q2 2026 Jul 24, 2026
Activest Wealth Management History No change 150 7 0.0% 0.0% 581 0 0.0% Q2 2026 Jul 16, 2026
Rossby Financial, LCC History No change 156 7 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 04, 2026
Bogart Wealth, LLC History No change 133 6 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 129 6 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 11, 2026
MANNING & NAPIER ADVISORS LLC History No change 116 5 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 104 5 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 13, 2026
GK Wealth Management LLC History New 90 4 0.0% — 593 +90 New Q3 2026 Oct 09, 2026
FIRST HORIZON CORP History No change 85 4 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 90 4 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 31, 2026
JFS WEALTH ADVISORS, LLC History No change 101 4 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 10, 2026
Physician Wealth Advisors, Inc. History No change 85 4 0.0% 0.0% 590 0 0.0% Q2 2026 Jul 20, 2026
JPL Wealth Management, LLC History No change 94 4 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 101 4 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 14, 2026
Grove Bank & Trust History New 82 3 0.0% — 600 +82 New Q3 2026 Oct 08, 2026
GW&K Investment Management, LLC History No change 61 3 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Bancorp, Inc. History No change 62 3 0.0% 0.0% 595 0 0.0% Q2 2026 Jul 28, 2026
Avion Wealth History No change 66 3 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 31, 2026
Kilter Group LLC History No change 62 3 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 11, 2026
WPG Advisers, LLC History No change 79 3 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 05, 2026
Robinswood Financial LLC History No change 81 3 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 14, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History No change 44 2 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 29, 2026
SouthState Bank Corp History No change 46 2 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 06, 2026
AdvisorNet Financial, Inc History No change 52 2 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 23, 2026
Financial Management Professionals, Inc. History No change 53 2 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 09, 2026
Roble, Belko & Company, Inc History No change 37 2 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 24, 2026
Lloyd Advisory Services, LLC. History No change 54 2 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 07, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 43 2 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 07, 2026
Rialto Wealth Management, LLC History No change 56 2 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 60 2 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 13, 2026
Key Capital Management, INC History No change 45 2 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 27, 2026
Rydar Equities, Inc. History New 36 1 0.0% — 628 +36 New Q3 2026 Oct 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 28 1 0.0% — 627 +28 New Q3 2026 Oct 09, 2026
LANARK FINANCIAL, INC. History No change 24 1 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 21, 2026
Bay Harbor Wealth Management, LLC History No change 29 1 0.0% 0.0% 612 0 0.0% Q2 2026 Jul 28, 2026
Key FInancial Inc History No change 34 1 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 24, 2026
Continuum Advisory, LLC History No change 25 1 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 06, 2026
Cromwell Holdings LLC History No change 27 1 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 13, 2026
Dunhill Financial, LLC History No change 32 1 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 07, 2026
Creative Capital Management Investments LLC History No change 40 1 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 24, 2026
DiNuzzo Private Wealth, Inc. History No change 32 1 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 10, 2026
Bare Financial Services, Inc History No change 23 1 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 27, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 21 1 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 21, 2026
Financial Network Wealth Advisors LLC History No change 24 1 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 29, 2026
Hughes Financial Services, LLC History No change 39 1 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 20, 2026
Ares Financial Consulting, LLC History No change 39 1 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 09, 2026
Signature Equity Partners, LLC History No change 31 1 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 30, 2026
Sunrise Financial Services, LLC History No change 27 1 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 12, 2026
Sankala Group LLC History No change 26 1 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 18, 2026
Sound Stewardship, LLC History Closed out 0 0 — 0.09% — -4,285 -100.0% Q3 2026 Oct 14, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -2,000 -100.0% Q3 2026 Oct 13, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -39 -100.0% Q3 2026 Oct 07, 2026
Retirement Wealth Solutions LLC History Reduced 18 0 — 0.0% — -5 -21.74% Q3 2026 Oct 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 5 0 — — — 0 0.0% Q2 2026 Sep 02, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 6 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
COUNTRY TRUST BANK History No change 10 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Transamerica Financial Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Prestige Wealth Management Group LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Evolution Advisers, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
DecisionPoint Financial, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Buck Wealth Strategies, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Bruce G. Allen Investments, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
LRI Investments, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Navigoe, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
ROSS\JOHNSON & Associates LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
HFM Investment Advisors, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Torren Management, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Godfrey Financial Associates, Inc. History No change 12 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History No change 20 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Planning Strategies Inc. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 02, 2026