Oklo Inc. - OKLO

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
JANE STREET GROUP, LLC History No change 10,397,146 544,082 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 10,306,975 539,364 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 8,935,822 467,611 0.56% 0.56% 3 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 7,912,353 414,053 0.25% 0.25% 4 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 7,311,968 382,635 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 6,864,381 359,213 0.04% 0.04% 6 0 0.0% Q2 2026 Sep 02, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 6,539,334 342,203 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 6,425,515 336,247 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 3,298,213 172,595 0.2% 0.2% 9 0 0.0% Q2 2026 Aug 03, 2026
MORGAN STANLEY History No change 3,262,878 170,746 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 2,378,058 124,443 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,364,428 123,764 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 2,300,711 120,396 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 13, 2026
CANTOR FITZGERALD, L. P. History No change 2,006,138 104,981 1.14% 1.14% 14 0 0.0% Q2 2026 Aug 14, 2026
PeakShares LLC History No change 2,000 104,660 0.08% 0.08% 15 0 0.0% Q2 2026 Aug 11, 2026
NORGES BANK History No change 1,758,267 92,010 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 1,410,900 73,832 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 1,397,752 73,144 0.15% 0.15% 18 0 0.0% Q2 2026 Aug 12, 2026
Clear Street Group Inc. History No change 1,329,523 69,573 0.18% 0.18% 19 0 0.0% Q2 2026 Aug 12, 2026
Marex Group Ltd History No change 1,207,636 63,195 0.27% 0.27% 20 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,185,312 62,071 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History No change 1,148,200 60,085 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,138,236 59,563 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 1,066,394 55,804 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 984,401 51,513 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 880,052 46,053 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 763,069 39,931 0.03% 0.03% 27 0 0.0% Q2 2026 Sep 02, 2026
NORTHERN TRUST CORP History No change 716,383 37,488 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Select Equity Group, L.P. History No change 637,500 33,360 0.16% 0.16% 29 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 629,015 32,916 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 592,471 31,004 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
PORTLAND INVESTMENT COUNSEL INC. History No change 589,480 30,847 8.62% 8.62% 32 0 0.0% Q2 2026 Aug 13, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 71,778 25,982 0.83% 0.83% 33 0 0.0% Q2 2026 Aug 18, 2026
Parallax Volatility Advisers, L.P. History No change 493,200 25,809 0.04% 0.04% 34 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 482,540 25,251 0.12% 0.12% 35 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 468,802 24,532 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 464,127 24,287 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 398,843 20,871 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 393,729 20,603 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 385,278 20,161 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
ARK Investment Management LLC History No change 372,257 19,480 0.13% 0.13% 41 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 352,541 18,448 0.03% 0.03% 42 0 0.0% Q2 2026 Jul 22, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 310,563 16,251 0.07% 0.07% 43 0 0.0% Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History No change 303,479 15,881 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 14, 2026
Wedbush Fund Advisers, LLC History No change 292,072 15,284 1.36% 1.36% 45 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 287,600 15,050 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 127,228 14,931 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 283,221 14,820 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 257,653 13,482 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 255,304 13,360 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 255,100 13,349 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 253,057 13,242 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 250,323 13,099 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 248,080 12,981 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Darrow Company, Inc. History No change 232,670 12,175 4.72% 4.72% 55 0 0.0% Q2 2026 Jul 29, 2026
CARDIFF PARK ADVISORS, LLC History No change 223,340 11,687 0.91% 0.91% 56 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 208,730 10,922 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 205,222 10,739 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 03, 2026
OpenArc Corporate Advisory, LLC History No change 200,884 10,512 0.13% 0.13% 59 0 0.0% Q2 2026 Aug 05, 2026
TUDOR INVESTMENT CORP ET AL History No change 195,300 10,220 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 189,780 9,931 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 187,353 9,804 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 183,331 9,593 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 181,698 9,508 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 27, 2026
Cetera Investment Advisers History No change 181,474 9,496 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 12, 2026
Virtu Financial LLC History No change 180,887 9,466 0.3% 0.3% 66 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 172,312 9,017 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 07, 2026
Tidal Investments LLC History No change 171,000 8,948 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 165,926 8,682 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 24, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 161,780 8,465 0.09% 0.09% 70 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 143,986 7,970 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 151,256 7,915 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 147,100 7,697 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 144,333 7,552 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 143,827 7,528 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
DG Capital Management, LLC History No change 140,000 7,326 1.54% 1.54% 76 0 0.0% Q2 2026 Aug 12, 2026
Defiance ETFs, LLC History No change 139,574 7,320 0.1% 0.1% 77 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 138,129 7,228 0.02% 0.02% 78 0 0.0% Q2 2026 Jul 27, 2026
Walleye Capital LLC History No change 131,461 6,879 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 03, 2026
Caprock Group, LLC History No change 131,055 6,858 0.13% 0.13% 80 0 0.0% Q2 2026 Jul 27, 2026
Legal & General Group Plc History No change 125,527 6,568 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 125,335 6,558 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 128,241 6,412 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 120,334 6,297 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 118,577 6,205 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
Oribel Capital Management, LP History No change 118,500 6,201 0.19% 0.19% 86 0 0.0% Q2 2026 Aug 13, 2026
Freestone Grove Partners LP History No change 116,383 6,090 0.04% 0.04% 87 0 0.0% Q2 2026 Aug 14, 2026
Havemeyer Place LP History No change 113,742 5,952 0.59% 0.59% 88 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 113,178 5,922 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 110,034 5,758 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 11, 2026
AlphaStar Capital Management, LLC History No change 108,983 5,703 0.36% 0.36% 91 0 0.0% Q2 2026 Jul 30, 2026
NOMURA HOLDINGS INC History No change 108,430 5,674 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 104,965 5,492 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 103,032 5,391 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
Tribune Investment Group LP History No change 100,000 5,233 2.12% 2.12% 95 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 99,054 5,183 0.02% 0.02% 96 0 0.0% Q2 2026 Jul 27, 2026
WINTON GROUP Ltd History No change 97,300 5,091 0.16% 0.16% 97 0 0.0% Q2 2026 Aug 07, 2026
Westwood Wealth Management History No change 97,240 5,088 1.47% 1.47% 98 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 95,362 4,990 0.01% 0.01% 99 0 0.0% Q2 2026 Jul 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 93,900 4,913 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 19, 2026
HITE Hedge Asset Management LLC History No change 93,886 4,913 0.27% 0.27% 101 0 0.0% Q2 2026 Aug 14, 2026
FORA Capital, LLC History No change 91,248 4,777 0.33% 0.33% 102 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 91,405 4,763 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 90,798 4,751 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 90,453 4,733 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 89,938 4,706 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 89,888 4,703 0.03% 0.03% 107 0 0.0% Q2 2026 Aug 17, 2026
Fideuram Asset Management (Ireland) dac History No change 82,178 4,692 0.09% 0.09% 108 0 0.0% Q2 2026 Jul 23, 2026
Weiss Asset Management LP History No change 86,321 4,517 0.05% 0.05% 109 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Funds Management Pty Ltd History No change 85,350 4,466 0.25% 0.25% 110 0 0.0% Q2 2026 Aug 10, 2026
KBC Group NV History No change 84,998 4,448 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 05, 2026
Brevan Howard Capital Management LP History No change 81,610 4,270 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 79,266 4,147 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 77,326 4,046 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 11, 2026
Jain Global LLC History No change 76,557 4,006 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History No change 76,232 3,989 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History No change 75,879 3,970 0.07% 0.07% 117 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 73,626 3,850 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 72,426 3,790 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 17, 2026
Banque Transatlantique SA History No change 71,415 3,755 0.08% 0.08% 120 0 0.0% Q2 2026 Jul 30, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 70,900 3,710 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 29, 2026
MML INVESTORS SERVICES, LLC History No change 69,887 3,657 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History No change 68,694 3,594 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 11, 2026
Prime Capital Investment Advisors, LLC History No change 68,094 3,563 0.03% 0.03% 124 0 0.0% Q2 2026 Aug 05, 2026
ALGERT GLOBAL LLC History No change 66,884 3,500 0.04% 0.04% 125 0 0.0% Q2 2026 Aug 13, 2026
Holocene Advisors, LP History No change 66,859 3,498 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 63,800 3,337 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 63,411 3,318 0.02% 0.02% 128 0 0.0% Q2 2026 Jul 23, 2026
Firsthand Capital Management, Inc. History No change 60,000 3,139 5.02% 5.02% 129 0 0.0% Q2 2026 Aug 13, 2026
Treasurer of the State of North Carolina History No change 59,860 3,132 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History No change 56,194 2,940 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 55,949 2,927 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 13, 2026
DnB Asset Management AS History No change 55,136 2,885 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 54,353 2,844 0.0% 0.0% 134 0 0.0% Q2 2026 Sep 09, 2026
Leonteq Securities AG History No change 53,745 2,812 0.1% 0.1% 135 0 0.0% Q2 2026 Jul 27, 2026
SBI Securities Co., Ltd. History No change 53,475 2,798 0.06% 0.06% 136 0 0.0% Q2 2026 Jul 22, 2026
Vanguard Global Advisers, LLC History No change 53,003 2,773 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 52,900 2,768 0.01% 0.01% 138 0 0.0% Q2 2026 Jul 10, 2026
McGuire Investment Group, LLC History No change 51,877 2,714 0.24% 0.24% 139 0 0.0% Q2 2026 Jul 27, 2026
Kultura Capital Management LP History No change 51,800 2,710 0.49% 0.49% 140 0 0.0% Q2 2026 Aug 14, 2026
CAZ INVESTMENTS LP History No change 50,800 2,658 2.77% 2.77% 141 0 0.0% Q2 2026 Aug 13, 2026
Alliance Wealth Advisors, LLC History No change 50,500 2,642 0.86% 0.86% 142 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 49,663 2,598 0.04% 0.04% 143 0 0.0% Q2 2026 Jul 15, 2026
Compound Planning, Inc. History No change 48,147 2,519 0.07% 0.07% 144 0 0.0% Q2 2026 Aug 04, 2026
Creative Planning History No change 48,048 2,514 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
Destiny Wealth Partners, LLC History No change 63,665 2,472 0.35% 0.35% 146 0 0.0% Q2 2026 Aug 07, 2026
State of New Jersey Common Pension Fund D History No change 46,562 2,436 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 04, 2026
Baird Financial Group, Inc. History No change 46,232 2,419 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 45,320 2,371 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 47,697 2,365 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 45,050 2,357 0.44% 0.44% 151 0 0.0% Q2 2026 Jul 14, 2026
Sanctuary Advisors, LLC History No change 44,361 2,321 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 42,641 2,231 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 42,492 2,223 0.11% 0.11% 154 0 0.0% Q2 2026 Aug 11, 2026
Marathon Trading Investment Management LLC History No change 42,000 2,197 0.07% 0.07% 155 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 41,362 2,164 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 12, 2026
Legacy Bridge, LLC History No change 40,705 2,130 0.66% 0.66% 157 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 40,063 2,096 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 17, 2026
Arizona State Retirement System History No change 39,512 2,067 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 07, 2026
Stratos Wealth Partners, LTD. History No change 39,472 2,065 0.02% 0.02% 160 0 0.0% Q2 2026 Aug 11, 2026
Philadelphia Investment Partners, LLC History No change 39,384 2,060 1.28% 1.28% 161 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 38,650 2,022 0.01% 0.01% 162 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 38,188 1,994 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 03, 2026
TB Alternative Assets Ltd. History No change 38,021 1,989 0.32% 0.32% 164 0 0.0% Q2 2026 Jul 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 37,297 1,951 0.02% 0.02% 165 0 0.0% Q2 2026 Jul 28, 2026
Vanguard Investments Australia, Ltd. History No change 36,753 1,923 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 35,833 1,875 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 28, 2026
Vontobel Holding Ltd. History No change 35,616 1,863 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 03, 2026
J. Safra Sarasin Holding AG History No change 34,643 1,813 0.03% 0.03% 169 0 0.0% Q2 2026 Jul 31, 2026
Encompass More Asset Management History No change 34,512 1,806 0.26% 0.26% 170 0 0.0% Q2 2026 Jul 14, 2026
KLP KAPITALFORVALTNING AS History No change 34,300 1,794 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 33,860 1,771 0.04% 0.04% 172 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 33,830 1,770 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 33,378 1,746 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 33,357 1,745 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 11, 2026
Y-Intercept (Hong Kong) Ltd History No change 33,358 1,745 0.03% 0.03% 176 0 0.0% Q2 2026 Jul 13, 2026
Neuberger Berman Group LLC History No change 32,215 1,685 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 13, 2026
Centiva Capital, LP History No change 32,162 1,683 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 31,554 1,651 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 31,285 1,637 0.45% 0.45% 180 0 0.0% Q2 2026 Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 31,219 1,633 0.89% 0.89% 181 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 31,182 1,631 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 30,933 1,618 0.01% 0.01% 183 0 0.0% Q2 2026 Jul 28, 2026
SIG BROKERAGE, LP History No change 30,756 1,609 0.03% 0.03% 184 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 30,744 1,608 0.04% 0.04% 185 0 0.0% Q2 2026 Aug 14, 2026
CastleKnight Management LP History No change 29,900 1,564 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 29,571 1,547 0.04% 0.04% 187 0 0.0% Q2 2026 Jul 28, 2026
Traynor Capital Management, Inc. History No change 29,363 1,536 0.07% 0.07% 188 0 0.0% Q2 2026 Jul 22, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 29,300 1,533 0.1% 0.1% 189 0 0.0% Q2 2026 Aug 03, 2026
Rakuten Securities, Inc. History No change 29,048 1,520 0.35% 0.35% 190 0 0.0% Q2 2026 Aug 11, 2026
Pictet Asset Management Holding SA History No change 27,746 1,451 0.0% 0.0% 191 0 0.0% Q2 2026 Jul 30, 2026
Hennion & Walsh Asset Management, Inc. History Added to 38,497 1,425 0.04% 0.05% 192 +1,888 5.16% Q3 2026 Oct 13, 2026
Federation des caisses Desjardins du Quebec History No change 27,245 1,425 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 26,359 1,379 0.01% 0.01% 194 0 0.0% Q2 2026 Jul 20, 2026
CAPTRUST FINANCIAL ADVISORS History No change 25,884 1,354 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 25,662 1,342 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 25,314 1,324 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 03, 2026
Concurrent Investment Advisors, LLC History No change 24,728 1,294 0.01% 0.01% 198 0 0.0% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History No change 24,431 1,278 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 05, 2026
Horizon Investments, LLC History No change 23,954 1,253 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 23,734 1,242 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 05, 2026
Gradient Investments LLC History Reduced 33,447 1,238 0.02% 0.02% 202 -888 -2.59% Q3 2026 Oct 08, 2026
Sowell Financial Services LLC History No change 23,313 1,219 0.04% 0.04% 203 0 0.0% Q2 2026 Jul 17, 2026
Orion Investment Co History No change 23,102 1,208 0.35% 0.35% 204 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 22,942 1,200 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 06, 2026
Pine Valley Investments Ltd Liability Co History No change 22,834 1,194 0.05% 0.05% 206 0 0.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History No change 22,727 1,189 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 22,621 1,183 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 06, 2026
Quantbot Technologies LP History No change 21,701 1,135 0.04% 0.04% 209 0 0.0% Q2 2026 Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 21,593 1,129 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 14, 2026
PINEBRIDGE INVESTMENTS LLC History No change 21,349 1,117 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 13, 2026
WESTBOURNE INVESTMENTS, INC. History No change 21,198 1,109 0.45% 0.45% 212 0 0.0% Q2 2026 Aug 11, 2026
Vantage Point Financial LLC History No change 21,167 1,107 0.34% 0.34% 213 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 21,077 1,103 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 12, 2026
Moors & Cabot, Inc. History No change 20,953 1,096 0.04% 0.04% 215 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 30,356 1,049 0.0% 0.0% 216 +12,491 69.92% Q3 2026 Oct 13, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 20,031 1,048 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 12, 2026
Hudson Bay Capital Management LP History No change 19,775 1,034 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 19,571 1,024 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 07, 2026
Modus Advisors, LLC History No change 19,432 1,016 0.25% 0.25% 220 0 0.0% Q2 2026 Aug 03, 2026
Burnham & Co LLC History No change 19,360 1,013 0.82% 0.82% 221 0 0.0% Q2 2026 Aug 11, 2026
Aster Capital Management (DIFC) Ltd History No change 19,160 1,002 0.21% 0.21% 222 0 0.0% Q2 2026 Aug 14, 2026
Sepio Capital, LP History No change 18,854 986 0.05% 0.05% 223 0 0.0% Q2 2026 Jul 28, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 18,666 976 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 18,535 969 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 18,403 963 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 06, 2026
SLT Holdings LLC History No change 18,175 951 0.59% 0.59% 227 0 0.0% Q2 2026 Jul 17, 2026
Themes Management Co LLC History No change 17,922 937 0.62% 0.62% 228 0 0.0% Q2 2026 Jul 21, 2026
AMERIPRISE FINANCIAL INC History No change 17,862 934 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 14, 2026
Saba Capital Management, L.P. History No change 17,700 926 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 14, 2026
Wealth Management Partners, LLC History No change 17,429 912 0.21% 0.21% 231 0 0.0% Q2 2026 Jul 22, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 16,915 885 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 16,792 878 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 16,672 872 0.01% 0.01% 234 0 0.0% Q2 2026 Jul 28, 2026
SIH Partners, LLLP History No change 16,000 837 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 20,152 830 0.05% 0.05% 236 0 0.0% Q2 2026 Aug 10, 2026
Larson Financial Group LLC History No change 15,824 828 0.02% 0.02% 237 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 15,822 827 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 07, 2026
MAIRS & POWER INC History No change 15,561 814 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 15,204 795 0.01% 0.01% 240 0 0.0% Q2 2026 Jul 21, 2026
LMR Partners LLP History No change 15,139 792 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
Stiles Financial Services Inc History No change 15,117 791 0.2% 0.2% 242 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 14,673 767 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 10, 2026
Amundi History No change 14,419 754 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 14,196 742 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 07, 2026
OneAscent Financial Services LLC History No change 14,179 741 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 13,890 726 0.0% 0.0% 247 0 0.0% Q2 2026 Sep 23, 2026
Korea Investment CORP History No change 13,391 700 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 11, 2026
Hilltop Holdings Inc. History No change 13,364 699 0.05% 0.05% 249 0 0.0% Q2 2026 Aug 13, 2026
Triton Wealth Management, PLLC History No change 14,775 698 0.21% 0.21% 250 0 0.0% Q2 2026 Aug 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 13,291 695 0.01% 0.01% 251 0 0.0% Q2 2026 Jul 23, 2026
1832 Asset Management L.P. History No change 13,200 690 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 13,197 690 0.11% 0.11% 253 0 0.0% Q2 2026 Aug 04, 2026
Neo Ivy Capital Management History No change 13,099 685 0.16% 0.16% 254 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 13,084 684 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
Fox Hill Wealth Management History No change 13,074 684 0.27% 0.27% 256 0 0.0% Q2 2026 Aug 18, 2026
Private Wealth Partners, LLC History No change 13,000 680 0.05% 0.05% 257 0 0.0% Q2 2026 Aug 03, 2026
Vanguard Personalized Indexing Management, LLC History No change 12,965 678 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 12,748 667 0.02% 0.02% 259 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History No change 12,731 666 0.0% 0.0% 260 0 0.0% Q2 2026 Sep 08, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 12,658 662 0.04% 0.04% 261 0 0.0% Q2 2026 Aug 14, 2026
FORMULA GROWTH LTD History No change 12,567 657 0.23% 0.23% 262 0 0.0% Q2 2026 Aug 17, 2026
CreativeOne Wealth, LLC History No change 12,482 653 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 12,378 647 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 12,200 638 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 12,200 638 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 12,038 629 0.01% 0.01% 267 0 0.0% Q2 2026 Jul 31, 2026
CSS LLC/IL History No change 12,000 627 0.02% 0.02% 268 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 11,991 627 0.02% 0.02% 269 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial, LLC History No change 11,907 623 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 11,773 616 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 13, 2026
Rockline Wealth Management, LLC History No change 11,666 610 0.12% 0.12% 272 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 11,562 606 0.04% 0.04% 273 0 0.0% Q2 2026 Jul 22, 2026
NFSG Corp History No change 11,550 604 0.07% 0.07% 274 0 0.0% Q2 2026 Aug 14, 2026
GenTrust, LLC History No change 11,445 598 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 11,395 596 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 14, 2026
STG SECURITIES, LLC History No change 11,400 596 0.04% 0.04% 277 0 0.0% Q2 2026 Aug 13, 2026
Focused Wealth Management, Inc History No change 11,281 590 0.05% 0.05% 278 0 0.0% Q2 2026 Aug 06, 2026
Nikulski Financial, Inc. History No change 11,270 589 0.13% 0.13% 279 0 0.0% Q2 2026 Jul 28, 2026
Fieldview Capital Management, LLC History No change 11,231 587 0.17% 0.17% 280 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 11,000 575 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 10, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 11,000 575 0.02% 0.02% 282 0 0.0% Q2 2026 Aug 06, 2026
Ensign Peak Advisors, Inc History No change 10,930 571 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 14, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 10,843 567 0.24% 0.24% 284 0 0.0% Q2 2026 Jul 24, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 10,831 566 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 06, 2026
Texas Capital Bank Wealth Management Services Inc History No change 10,804 565 0.03% 0.03% 286 0 0.0% Q2 2026 Aug 07, 2026
Mutual Advisors, LLC History No change 10,771 563 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 10,754 562 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Added to 15,123 559 0.0% 0.0% 289 +4,613 43.89% Q3 2026 Oct 08, 2026
CENTAURUS FINANCIAL, INC. History No change 10,611 555 0.02% 0.02% 290 0 0.0% Q2 2026 Aug 17, 2026
Odyssean, LLC History No change 10,608 555 0.09% 0.09% 291 0 0.0% Q2 2026 Aug 14, 2026
OLD MISSION CAPITAL LLC History No change 10,600 554 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 10,591 554 0.17% 0.17% 293 0 0.0% Q2 2026 Jul 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 10,495 549 0.02% 0.02% 294 0 0.0% Q2 2026 Jul 27, 2026
BESSEMER GROUP INC History No change 10,338 541 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 12, 2026
ALLSTATE CORP History No change 10,318 539 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 13, 2026
StoneCrest Wealth Management, Inc. History No change 10,261 536 0.17% 0.17% 297 0 0.0% Q2 2026 Jul 09, 2026
Mariner, LLC History No change 10,065 526 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 10,066 526 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 04, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 10,030 525 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 10, 2026
Canal Insurance CO History No change 10,000 523 0.11% 0.11% 301 0 0.0% Q2 2026 Jul 21, 2026
Navis Wealth Advisors, LLC History No change 10,000 523 0.2% 0.2% 302 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History No change 9,966 521 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 10, 2026
Swiss Life Asset Management Ltd History No change 9,889 517 0.0% 0.0% 304 0 0.0% Q2 2026 Jul 29, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 9,757 510 0.02% 0.02% 305 0 0.0% Q2 2026 Jul 22, 2026
MONEY CONCEPTS CAPITAL CORP History No change 9,611 502 0.02% 0.02% 306 0 0.0% Q2 2026 Aug 04, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 9,600 502 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 25, 2026
Beacon Pointe Advisors, LLC History No change 9,577 501 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 18, 2026
PACIFIC SUN FINANCIAL CORP History No change 9,474 495 0.2% 0.2% 309 0 0.0% Q2 2026 Aug 07, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 9,339 488 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 17, 2026
NISA INVESTMENT ADVISORS, LLC History No change 9,250 484 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 10, 2026
Quantum Private Wealth, LLC History No change 9,251 484 0.12% 0.12% 312 0 0.0% Q2 2026 Jul 29, 2026
Independent Advisor Alliance History No change 9,198 481 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 12, 2026
Global Assets Advisory, LLC History No change 9,050 481 0.1% 0.1% 314 0 0.0% Q2 2026 Jul 27, 2026
Ameritas Advisory Services, LLC History No change 9,183 480 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 9,157 479 0.05% 0.05% 316 0 0.0% Q2 2026 Jul 31, 2026
Brookwood Investment Group LLC History No change 9,049 473 0.05% 0.05% 317 0 0.0% Q2 2026 Jul 23, 2026
Palumbo Wealth Management LLC History No change 9,037 472 0.1% 0.1% 318 0 0.0% Q2 2026 Aug 12, 2026
Bluespring Wealth Management, LLC History No change 9,005 471 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Partners, Inc. History No change 9,007 471 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 8,898 465 0.0% 0.0% 321 0 0.0% Q2 2026 Jul 24, 2026
GWN SECURITIES INC. History No change 8,846 462 0.08% 0.08% 322 0 0.0% Q2 2026 Aug 05, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 8,817 461 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 06, 2026
STEVENS CAPITAL MANAGEMENT LP History No change 8,790 460 0.11% 0.11% 324 0 0.0% Q2 2026 Aug 11, 2026
AdvisorShares Investments LLC History No change 8,680 454 0.05% 0.05% 325 0 0.0% Q2 2026 Aug 11, 2026
Patriot Financial Group Insurance Agency, LLC History No change 8,656 452 0.05% 0.05% 326 0 0.0% Q2 2026 Jul 16, 2026
Parallel Advisors, LLC History No change 8,614 450 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 05, 2026
Atom Investors LP History No change 8,616 450 0.04% 0.04% 328 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 8,553 447 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 14, 2026
WJ Wealth Management, LLC History No change 8,533 446 0.18% 0.18% 330 0 0.0% Q2 2026 Aug 03, 2026
STEPHENS INC /AR/ History No change 8,496 444 0.0% 0.0% 331 0 0.0% Q2 2026 Jul 29, 2026
INTEGRITY ALLIANCE, LLC. History No change 8,453 442 0.01% 0.01% 332 0 0.0% Q2 2026 Jul 31, 2026
Gerber Kawasaki Wealth & Investment Management History No change 8,464 442 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 07, 2026
PFG Investments, LLC History No change 8,401 439 0.02% 0.02% 334 0 0.0% Q2 2026 Jul 23, 2026
Bensler, LLC History No change 8,310 434 0.04% 0.04% 335 0 0.0% Q2 2026 Jul 23, 2026
Joule Financial, LLC History No change 8,148 426 0.12% 0.12% 336 0 0.0% Q2 2026 Jul 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 8,100 424 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 8,078 422 0.02% 0.02% 338 0 0.0% Q2 2026 Jul 23, 2026
HMS Capital Management, LLC History No change 8,055 421 0.16% 0.16% 339 0 0.0% Q2 2026 Jul 21, 2026
LJI Wealth Management, LLC History No change 8,000 418 0.06% 0.06% 340 0 0.0% Q2 2026 Jul 31, 2026
Graham Capital Management, L.P. History No change 7,932 415 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 14, 2026
Legacy Advisors, LLC History No change 7,889 412 0.04% 0.04% 342 0 0.0% Q2 2026 Jul 24, 2026
JENNISON ASSOCIATES LLC History No change 7,813 408 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 03, 2026
IMC-Chicago, LLC History No change 7,813 408 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 06, 2026
MISSION WEALTH MANAGEMENT, LP History No change 7,813 408 0.0% 0.0% 345 0 0.0% Q2 2026 Jul 20, 2026
CARLSON FINANCIAL, INC. History No change 7,796 407 0.21% 0.21% 346 0 0.0% Q2 2026 Aug 24, 2026
Lido Advisors, LLC History No change 7,651 400 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 7,648 400 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 10,616 393 0.01% 0.02% 349 -6,857 -39.24% Q3 2026 Oct 13, 2026
BayBridge Capital Group, LLC History Added to 10,630 393 0.21% 0.13% 351 +5,723 116.63% Q3 2026 Oct 13, 2026
SteelPeak Wealth, LLC History No change 7,516 393 0.01% 0.01% 350 0 0.0% Q2 2026 Jul 13, 2026
Maryland State Retirement & Pension System History No change 7,468 390 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 30, 2026
Kovack Advisors, Inc. History No change 7,427 389 0.02% 0.02% 353 0 0.0% Q2 2026 Jul 28, 2026
HBK Sorce Advisory LLC History No change 9,038 388 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 06, 2026
MRA Advisory Group History Reduced 10,382 384 0.14% 0.2% 355 -64 -0.61% Q3 2026 Oct 07, 2026
Utah Retirement Systems History No change 7,332 383 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 14, 2026
Redhawk Wealth Advisors, Inc. History No change 7,312 382 0.04% 0.04% 357 0 0.0% Q2 2026 Jul 09, 2026
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV History New 10,300 381 0.22% — 358 +10,300 New Q3 2026 Oct 13, 2026
Regal Investment Advisors LLC History No change 7,250 379 0.02% 0.02% 359 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 7,190 376 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL TRUST CO History No change 7,150 374 0.01% 0.01% 361 0 0.0% Q2 2026 Jul 30, 2026
Sara-Bay Financial History No change 7,150 374 0.1% 0.1% 362 0 0.0% Q2 2026 Jul 17, 2026
IFP Advisors, Inc History No change 7,143 373 0.01% 0.01% 363 0 0.0% Q2 2026 Jul 20, 2026
Kingsview Wealth Management, LLC History No change 6,969 364 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 18, 2026
Circle Wealth Management, LLC History No change 6,809 356 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 12, 2026
Powell Investment Advisors, LLC History No change 6,735 352 0.11% 0.11% 366 0 0.0% Q2 2026 Jul 28, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 6,650 347 0.03% 0.03% 367 0 0.0% Q2 2026 Jul 28, 2026
HUB Investment Partners, LLC History No change 6,637 347 0.01% 0.01% 368 0 0.0% Q2 2026 Jul 31, 2026
Keystone Wealth Services, LLC History No change 6,513 340 0.06% 0.06% 369 0 0.0% Q2 2026 Aug 05, 2026
Blueshift Asset Management, LLC History No change 6,453 337 0.08% 0.08% 370 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 6,409 335 0.0% 0.0% 371 0 0.0% Q2 2026 Jul 22, 2026
AMALGAMATED BANK History No change 6,351 332 0.0% 0.0% 372 0 0.0% Q2 2026 Jul 23, 2026
GUGGENHEIM CAPITAL LLC History No change 6,327 331 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 12, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 6,199 324 0.03% 0.03% 374 0 0.0% Q2 2026 Aug 05, 2026
Coastal Bridge Advisors, LLC History No change 6,097 319 0.02% 0.02% 375 0 0.0% Q2 2026 Aug 17, 2026
Prestige Wealth Management Group LLC History No change 6,031 315 0.06% 0.06% 376 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 5,840 305 0.01% 0.01% 377 0 0.0% Q2 2026 Jul 09, 2026
Benin Management CORP History No change 5,800 303 0.06% 0.06% 378 0 0.0% Q2 2026 Jul 15, 2026
Fifth Third Wealth Advisors LLC History No change 5,789 302 0.01% 0.01% 379 0 0.0% Q2 2026 Jul 17, 2026
EP Wealth Advisors, LLC History No change 5,763 301 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 11, 2026
Strategic Blueprint, LLC History No change 5,755 301 0.02% 0.02% 381 0 0.0% Q2 2026 Jul 23, 2026
MEANS INVESTMENT CO., INC. History No change 5,700 298 0.02% 0.02% 382 0 0.0% Q2 2026 Aug 14, 2026
Lewis Asset Management, LLC History No change 5,625 294 0.1% 0.1% 383 0 0.0% Q2 2026 Jul 21, 2026
LeConte Wealth Management, LLC History No change 5,597 292 0.16% 0.16% 384 0 0.0% Q2 2026 Aug 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 5,464 285 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History No change 5,394 282 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 03, 2026
Empirical Asset Management, LLC History No change 5,390 282 0.06% 0.06% 387 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 5,386 281 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 04, 2026
Plancorp, LLC History No change 6,008 275 0.01% 0.01% 389 0 0.0% Q2 2026 Jul 14, 2026
Clear Creek Financial Management, LLC History No change 5,232 273 0.02% 0.02% 390 0 0.0% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History No change 5,213 272 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 06, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 5,059 264 0.02% 0.02% 392 0 0.0% Q2 2026 Aug 12, 2026
Inspire Investing, LLC History No change 5,019 262 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 12, 2026
KLCM Advisors, Inc. History No change 5,000 261 0.02% 0.02% 394 0 0.0% Q2 2026 Aug 06, 2026
AVALON CAPITAL MANAGEMENT History No change 5,000 261 0.06% 0.06% 395 0 0.0% Q2 2026 Jul 16, 2026
Wakefield Asset Management LLLP History No change 5,000 261 0.06% 0.06% 396 0 0.0% Q2 2026 Aug 11, 2026
Bull Oak Capital, LLC History No change 5,000 261 0.09% 0.09% 397 0 0.0% Q2 2026 Aug 10, 2026
Jump Financial, LLC History No change 4,995 261 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 13, 2026
Essex LLC History No change 4,999 261 0.04% 0.04% 399 0 0.0% Q2 2026 Jul 24, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 5,000 261 0.1% 0.1% 400 0 0.0% Q2 2026 Jul 09, 2026
Carbahal Olsen Financial Services Group, LLC History No change 5,000 261 0.18% 0.18% 401 0 0.0% Q2 2026 Aug 14, 2026
Total Wealth Planning & Management, Inc. History No change 4,918 257 0.17% 0.17% 402 0 0.0% Q2 2026 Jul 28, 2026
VARCOV Co. History No change 4,893 256 0.1% 0.1% 403 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 4,885 255 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 12, 2026
TCFG Investment Advisors, LLC History No change 4,870 254 0.09% 0.09% 405 0 0.0% Q2 2026 Jul 17, 2026
Diametric Capital, LP History No change 4,831 252 0.03% 0.03% 406 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 4,764 249 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 14, 2026
VESTOR CAPITAL, LLC History No change 486 248 0.02% 0.02% 408 0 0.0% Q2 2026 Jul 28, 2026
IFG Advisory, LLC History No change 4,751 248 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 13, 2026
Herold Advisors, Inc. History No change 4,700 246 0.05% 0.05% 410 0 0.0% Q2 2026 Jul 22, 2026
Sunpointe, LLC History No change 4,701 246 0.07% 0.07% 411 0 0.0% Q2 2026 Jul 24, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 4,677 245 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 4,670 244 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 11, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 4,604 240 0.02% 0.02% 414 0 0.0% Q2 2026 Jul 07, 2026
SONA ASSET MANAGEMENT (US) LLC History No change 4,600 240 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 4,575 239 0.03% 0.03% 416 0 0.0% Q2 2026 Aug 10, 2026
WealthPlan Investment Management, LLC History No change 4,580 239 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 28, 2026
Perennial Investment Advisors, LLC History No change 4,531 237 0.02% 0.02% 418 0 0.0% Q2 2026 Aug 14, 2026
Midwest Professional Planners, LTD. History No change 4,517 236 0.05% 0.05% 419 0 0.0% Q2 2026 Aug 05, 2026
GGM Financial LLC History No change 4,519 236 0.09% 0.09% 420 0 0.0% Q2 2026 Jul 23, 2026
CoreCap Advisors, LLC History Added to 6,346 234 0.01% 0.0% 422 +3,841 153.33% Q3 2026 Oct 08, 2026
Vident Advisory, LLC History No change 4,489 234 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 12, 2026
GTS SECURITIES LLC History No change 4,452 232 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 14, 2026
IF Advisors, LLC History No change 4,443 232 0.15% 0.15% 424 0 0.0% Q2 2026 Aug 13, 2026
Evanson Financial, LLC History No change 4,438 232 0.01% 0.01% 425 0 0.0% Q2 2026 Jul 07, 2026
Delta Investment Management, LLC History No change 4,417 231 0.04% 0.04% 426 0 0.0% Q2 2026 Aug 13, 2026
NCP Inc. History No change 4,400 230 0.32% 0.32% 427 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 5,483 229 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 5,483 229 0.0% 0.0% 429 0 0.0% Q2 2026 Jul 29, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 4,363 228 0.08% 0.08% 430 0 0.0% Q2 2026 Jul 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 4,346 227 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 13, 2026
LexAurum Advisors, LLC History No change 4,345 227 0.03% 0.03% 432 0 0.0% Q2 2026 Jul 15, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 4,347 227 0.12% 0.12% 433 0 0.0% Q2 2026 Aug 07, 2026
Signature Wealth Management Partners, LLC History No change 4,321 226 0.11% 0.11% 434 0 0.0% Q2 2026 Jul 29, 2026
Ancora Advisors LLC History No change 4,310 225 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 14, 2026
Accel Wealth Management History New 6,040 223 0.05% — 436 +6,040 New Q3 2026 Oct 13, 2026
Pasadena Private Wealth, LLC History No change 4,250 222 0.03% 0.03% 437 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 4,228 221 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 28, 2026
Kaizen Financial Strategies History Reduced 5,968 220 0.09% 0.11% 439 -459 -7.14% Q3 2026 Oct 09, 2026
Diligent Investors, LLC History No change 4,166 218 0.05% 0.05% 440 0 0.0% Q2 2026 Jul 24, 2026
Putney Financial Group LLC History No change 4,179 218 0.2% 0.2% 441 0 0.0% Q2 2026 Jul 21, 2026
FIFTH THIRD BANCORP History No change 4,132 216 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 05, 2026
Sovereign Financial Group, Inc. History No change 4,136 216 0.03% 0.03% 443 0 0.0% Q2 2026 Jul 24, 2026
North Dakota State Investment Board History No change 4,144 216 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 04, 2026
StoneX Group Inc. History No change 3,607 215 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 4,061 212 0.02% 0.02% 446 0 0.0% Q2 2026 Aug 14, 2026
Vectors Research Management, LLC History No change 4,060 212 0.06% 0.06% 447 0 0.0% Q2 2026 Jul 29, 2026
Icon Wealth Advisors, LLC History No change 3,989 208 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 05, 2026
Optivise Advisory Services LLC History No change 3,987 208 0.11% 0.11% 449 0 0.0% Q2 2026 Jul 13, 2026
RFG HOLDINGS, INC. History No change 3,961 207 0.04% 0.04% 450 0 0.0% Q2 2026 Jul 29, 2026
Koshinski Asset Management, Inc. History No change 3,953 206 0.01% 0.01% 451 0 0.0% Q2 2026 Jul 27, 2026
PFG Advisors History No change 3,930 205 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 16, 2026
Stonebridge Financial Group, LLC/CA History No change 3,898 203 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 13, 2026
PDS Planning, Inc History No change 3,859 201 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 05, 2026
Essex Financial Services, Inc. History No change 3,822 200 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 10, 2026
Mesirow Financial Investment Management, Inc. History No change 3,832 200 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 22, 2026
Allworth Financial LP History No change 3,815 199 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 11, 2026
Nykredit A/S History No change 3,798 198 0.0% 0.0% 458 0 0.0% Q2 2026 Sep 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,778 197 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 3,564 186 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 12, 2026
Acropolis Investment Management, LLC History Reduced 5,019 185 0.01% 0.01% 461 -383 -7.09% Q3 2026 Oct 08, 2026
Parkside Financial Bank & Trust History No change 3,395 177 0.01% 0.01% 462 0 0.0% Q2 2026 Sep 04, 2026
US BANCORP \DE\ History No change 3,235 169 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 3,151 166 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 12, 2026
STRS OHIO History No change 2,963 155 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 30, 2026
Meriwether Wealth & Planning, LLC History Reduced 3,810 141 0.06% 0.12% 467 -770 -16.81% Q3 2026 Oct 13, 2026
Kozak & Associates, Inc. History No change 2,700 141 0.02% 0.02% 466 0 0.0% Q2 2026 Jul 02, 2026
WOLFF WIESE MAGANA LLC History No change 2,514 131 0.06% 0.06% 468 0 0.0% Q2 2026 Jul 13, 2026
OBSIDIAN CIO, LLC History No change 2,517 131 0.1% 0.1% 469 0 0.0% Q2 2026 Aug 03, 2026
Spire Wealth Management History No change 2,385 124 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 15, 2026
Cassaday & Co Wealth Management LLC History No change 2,322 121 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 10, 2026
MetLife Investment Management, LLC History No change 2,293 119 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 2,257 118 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 11, 2026
Operose Advisors LLC History No change 2,270 118 0.02% 0.02% 474 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 2,234 116 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 12, 2026
BLI - Banque de Luxembourg Investments History No change 2,200 116 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2,060 107 0.01% 0.01% 477 0 0.0% Q2 2026 Jul 28, 2026
EFG International AG History No change 2,052 107 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 14, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 1,943 101 0.08% 0.08% 479 0 0.0% Q2 2026 Aug 04, 2026
OP Asset Management Ltd History No change 1,823 95 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 28, 2026
Forum Finance Group S.A. History No change 2,245 95 0.03% 0.03% 481 0 0.0% Q2 2026 Aug 14, 2026
Polaris Financial Partners History New 2,460 93 0.04% — 483 +2,460 New Q3 2026 Oct 02, 2026
Silicon Valley Capital Partners History No change 1,789 93 0.01% 0.01% 482 0 0.0% Q2 2026 Sep 21, 2026
Knuff & Co LLC History No change 1,750 91 0.02% 0.02% 484 0 0.0% Q2 2026 Aug 10, 2026
MCF Advisors LLC History No change 1,559 81 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 12, 2026
Compagnie Lombard Odier SCmA History No change 1,500 78 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 29, 2026
Quaker Wealth Management, LLC History No change 1,500 78 0.02% 0.02% 487 0 0.0% Q2 2026 Jul 24, 2026
Copia Wealth Management History No change 1,400 73 0.04% 0.04% 488 0 0.0% Q2 2026 Aug 17, 2026
GK Wealth Management LLC History New 1,865 69 0.04% — 489 +1,865 New Q3 2026 Oct 09, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,287 67 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 06, 2026
MOTCO History No change 1,260 65 0.01% 0.01% 491 0 0.0% Q2 2026 Jul 31, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,221 63 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,178 61 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 1,161 60 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 13, 2026
SOA Wealth Advisors, LLC. History No change 1,148 60 0.01% 0.01% 495 0 0.0% Q2 2026 Jul 21, 2026
Eurizon Capital SGR S.p.A. History No change 1,147 60 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 29, 2026
HUNTINGTON NATIONAL BANK History No change 1,137 59 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 1,100 57 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 04, 2026
SIGNATUREFD, LLC History No change 1,086 56 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 23, 2026
Stone House Investment Management, LLC History No change 1,028 53 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 05, 2026
Vermillion Wealth Management, Inc. History No change 1,000 52 0.01% 0.01% 501 0 0.0% Q2 2026 Jul 15, 2026
FNY Investment Advisers, LLC History No change 1,000 52 0.02% 0.02% 502 0 0.0% Q2 2026 Jul 08, 2026
Archer Investment Corp History No change 1,000 52 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 03, 2026
Pilgrim Partners Asia Pte Ltd History No change 1,000 52 0.02% 0.02% 504 0 0.0% Q2 2026 Jul 29, 2026
Fulcrum Asset Management LLP History No change 972 51 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 18, 2026
Strategic Wealth Partners, Ltd. History No change 940 49 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 12, 2026
Mosley Wealth Management History No change 925 48 0.02% 0.02% 507 0 0.0% Q2 2026 Jul 23, 2026
EASTERN BANK History No change 1,285 47 0.0% 0.0% 508 0 0.0% Q3 2026 Oct 05, 2026
Vision Retirement, LLC History No change 913 47 0.01% 0.01% 509 0 0.0% Q2 2026 Jul 21, 2026
Smithfield Trust Co History No change 821 43 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL CONSULATE, INC History No change 800 41 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 23, 2026
MTM Investment Management, LLC History No change 765 40 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 03, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 725 37 0.08% 0.08% 513 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 676 35 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 650 34 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 21, 2026
Comprehensive Financial Planning, Inc./PA History No change 665 34 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 629 32 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 20, 2026
AMERIFLEX GROUP, INC. History No change 630 32 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 13, 2026
CrossGen Wealth, LLC History No change 628 32 0.02% 0.02% 519 0 0.0% Q2 2026 Jul 24, 2026
Strategic Advocates LLC History No change 596 31 0.12% 0.12% 520 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 598 31 0.01% 0.01% 521 0 0.0% Q2 2026 Jul 15, 2026
SJS Investment Consulting Inc. History No change 569 29 0.0% 0.0% 522 0 0.0% Q2 2026 Jul 22, 2026
EverSource Wealth Advisors, LLC History No change 551 28 0.0% 0.0% 523 0 0.0% Q2 2026 Jul 24, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 745 27 0.01% 0.01% 526 +74 11.03% Q3 2026 Oct 07, 2026
VISION FINANCIAL MARKETS LLC History No change 525 27 0.02% 0.02% 524 0 0.0% Q2 2026 Jul 24, 2026
PETERSON WEALTH MANAGEMENT History No change 535 27 0.01% 0.01% 525 0 0.0% Q2 2026 Jul 30, 2026
MACQUARIE GROUP LTD History No change 498 26 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 500 26 0.0% 0.0% 528 0 0.0% Q2 2026 Jul 24, 2026
Solstein Capital, LLC History No change 500 26 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 12, 2026
Costello Asset Management, INC History No change 500 26 0.01% 0.01% 530 0 0.0% Q2 2026 Jul 28, 2026
WPG Advisers, LLC History No change 500 26 0.02% 0.02% 531 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone National Bank & Trust Co History No change 500 26 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 21, 2026
Asset Management One Co., Ltd. History No change 488 25 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 28, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 486 25 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 13, 2026
TFC Financial Management, Inc. History No change 495 25 0.0% 0.0% 535 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 460 24 0.0% 0.0% 536 0 0.0% Q2 2026 Jul 21, 2026
N.E.W. Advisory Services LLC History No change 450 23 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 06, 2026
SITTNER & NELSON, LLC History No change 450 23 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 07, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 425 22 0.0% 0.0% 539 0 0.0% Q2 2026 Jul 21, 2026
Manchester Capital Management LLC History No change 437 22 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 13, 2026
Purpose Unlimited Inc. History No change 423 22 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 589 21 0.0% 0.0% 544 +467 382.79% Q3 2026 Oct 08, 2026
Clearstead Advisors, LLC History No change 407 21 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 06, 2026
NVWM, LLC History No change 407 21 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 28, 2026
Westside Investment Management, Inc. History No change 370 19 0.0% 0.0% 545 0 0.0% Q2 2026 Jul 27, 2026
Front Row Advisors LLC History No change 425 19 0.01% 0.01% 546 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 374 19 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 27, 2026
Truvestments Capital LLC History No change 355 18 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 349 18 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 11, 2026
Ares Financial Consulting, LLC History No change 350 18 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 09, 2026
NBH Bank History No change 350 18 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 332 17 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 10, 2026
Wilmington Savings Fund Society, FSB History No change 318 16 0.0% 0.0% 553 0 0.0% Q2 2026 Jul 28, 2026
Hurley Capital, LLC History No change 600 15 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 300 15 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 07, 2026
STANCE CAPITAL LLC History No change 292 15 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 300 14 0.0% 0.0% 557 0 0.0% Q2 2026 Jul 27, 2026
State of Alaska, Department of Revenue History No change 276 14 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 20, 2026
TSFG, LLC History No change 265 14 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 23, 2026
Noble Wealth Management PBC History No change 400 14 0.01% 0.01% 560 0 0.0% Q3 2026 Oct 01, 2026
Persistent Asset Partners Ltd History No change 278 14 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 06, 2026
Nemes Rush Group LLC History No change 250 13 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 14, 2026
Bear Mountain Capital, Inc. History No change 300 13 0.0% 0.0% 563 0 0.0% Q2 2026 Jul 20, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 254 13 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 225 12 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 233 12 0.0% 0.0% 566 0 0.0% Q2 2026 Jul 22, 2026
Lodestone Wealth Management LLC History No change 240 12 0.0% 0.0% 567 0 0.0% Q2 2026 Jul 23, 2026
VIMA LLC History No change 235 12 0.01% 0.01% 568 0 0.0% Q2 2026 Jul 24, 2026
Hilton Head Capital Partners, LLC History No change 240 12 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 27, 2026
Basecamp Wealth Advisors LLC History No change 232 12 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 320 11 0.01% 0.02% 573 -115 -26.44% Q3 2026 Oct 09, 2026
ALLIANZ SE History No change 221 11 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Solutions, Inc. /IL History No change 222 11 0.0% 0.0% 572 0 0.0% Q2 2026 Jul 08, 2026
Capital Analysts, LLC History No change 193 10 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 05, 2026
Crewe Advisors LLC History No change 200 10 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 23, 2026
Aberdeen Wealth Management LLC History No change 200 10 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 13, 2026
GoalVest Advisory LLC History No change 274 10 0.0% 0.0% 577 0 0.0% Q3 2026 Oct 02, 2026
Strive Financial Group ,LLC History No change 209 10 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 188 9 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 11, 2026
Atlatl Advisers LLC History No change 175 9 0.0% 0.0% 580 0 0.0% Q2 2026 Jul 22, 2026
Ascentis Wealth Management, LLC History No change 181 9 0.0% 0.0% 581 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 192 9 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 190 9 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 166 8 0.0% 0.0% 584 0 0.0% Q2 2026 Jul 28, 2026
Financial Management Professionals, Inc. History No change 166 8 0.0% 0.0% 585 0 0.0% Q2 2026 Jul 09, 2026
LifeSteps Financial, Inc. History No change 157 8 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 17, 2026
Continuum Advisory, LLC History No change 161 8 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 06, 2026
Rydar Equities, Inc. History New 200 7 0.0% — 594 +200 New Q3 2026 Oct 13, 2026
Anchor Investment Management, LLC History No change 135 7 0.0% 0.0% 588 0 0.0% Q2 2026 Sep 15, 2026
HHM Wealth Advisors, LLC History No change 137 7 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 13, 2026
Kingdom Financial Group LLC. History No change 143 7 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 07, 2026
Hilltop National Bank History No change 150 7 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 01, 2026
Signature Equity Partners, LLC History No change 134 7 0.0% 0.0% 592 0 0.0% Q2 2026 Jul 30, 2026
Sankala Group LLC History No change 175 7 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 18, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 120 6 0.0% 0.0% 595 0 0.0% Q2 2026 Jul 31, 2026
ASSETMARK, INC History No change 118 6 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 30, 2026
JFS WEALTH ADVISORS, LLC History No change 120 6 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 10, 2026
Tradewinds Capital Management, LLC History No change 105 5 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 23, 2026
SFAM, LLC History No change 100 5 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 110 5 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 24, 2026
Ascentis Independent Advisors History No change 100 5 0.01% 0.01% 601 0 0.0% Q2 2026 Aug 04, 2026
Covestor Ltd History No change 102 5 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 07, 2026
Main Street Group, LTD History No change 109 5 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 13, 2026
Hara Capital LLC History No change 100 5 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 11, 2026
Chung Wu Investment Group, LLC History No change 100 5 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 31, 2026
BIRCHBROOK, INC. History No change 100 5 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 08, 2026
Markowski Investments History No change 100 5 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 13, 2026
BARRETT & COMPANY, INC. History No change 95 4 0.0% 0.0% 608 0 0.0% Q2 2026 Jul 24, 2026
ADIRONDACK TRUST CO History No change 78 4 0.0% 0.0% 609 0 0.0% Q2 2026 Jul 16, 2026
AdvisorNet Financial, Inc History No change 78 4 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 23, 2026
TrinityBridge Ltd History No change 70 4 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 11, 2026
CBIZ Investment Advisory Services, LLC History No change 100 4 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 13, 2026
MILLER WEALTH ADVISORS, LLC History No change 90 4 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 29, 2026
Dogwood Wealth Management LLC History No change 80 4 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 06, 2026
Allied Private Wealth LLC History No change 100 4 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 09, 2026
MassMutual Private Wealth & Trust, FSB History Added to 92 3 0.0% 0.0% 616 +46 100.0% Q3 2026 Oct 05, 2026
Colonial Trust Advisors History No change 60 3 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 11, 2026
Murphy & Mullick Capital Management Corp History No change 60 3 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 14, 2026
TOWER TRUST & INVESTMENT Co History No change 68 3 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 09, 2026
CX Institutional History New 45 2 0.0% — 640 +45 New Q3 2026 Oct 02, 2026
Versant Capital Management, Inc History Reduced 66 2 0.0% 0.0% 628 -9 -12.0% Q3 2026 Oct 01, 2026
HAZLETT, BURT & WATSON, INC. History No change 30 2 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 30, 2026
CITY HOLDING CO History No change 57 2 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 10, 2026
GW&K Investment Management, LLC History No change 35 2 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 12, 2026
BOK Financial Private Wealth, Inc. History No change 52 2 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 07, 2026
Cheviot Value Management, LLC History No change 40 2 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors, Ltd. LLC History No change 32 2 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Bancorp, Inc. History No change 45 2 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 28, 2026
First Command Advisory Services, Inc. History No change 53 2 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 10, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 50 2 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 55 2 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 22, 2026
Physician Wealth Advisors, Inc. History No change 49 2 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 20, 2026
Center for Financial Planning, Inc. History No change 50 2 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 21, 2026
Gould Capital, LLC History No change 50 2 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 07, 2026
Quent Capital, LLC History No change 50 2 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 07, 2026
Acumen Wealth Advisors, LLC History No change 42 2 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 03, 2026
Fortitude Family Office, LLC History No change 41 2 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 20, 2026
Atlantic Edge Private Wealth Management, LLC History No change 50 2 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 23, 2026
Fourth Dimension Wealth, LLC History No change 50 2 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 31, 2026
Tripletail Wealth Management, LLC History No change 50 2 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 14, 2026
Planning Strategies Inc. History Reduced 39 1 0.0% 0.01% 655 -261 -87.0% Q3 2026 Oct 02, 2026
Retirement Wealth Solutions LLC History Added to 27 1 0.0% — 651 +8 42.11% Q3 2026 Oct 07, 2026
SouthState Bank Corp History No change 30 1 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 06, 2026
HM PAYSON & CO History No change 20 1 0.0% 0.0% 642 0 0.0% Q2 2026 Jul 17, 2026
TRUST CO OF VERMONT History No change 28 1 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 07, 2026
CKW FINANCIAL GROUP History No change 25 1 0.0% 0.0% 644 0 0.0% Q2 2026 Jul 24, 2026
Bell Investment Advisors, Inc History No change 22 1 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 06, 2026
Cromwell Holdings LLC History No change 35 1 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 13, 2026
Bare Financial Services, Inc History No change 32 1 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 27, 2026
Caitlin John, LLC History No change 38 1 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 17, 2026
Millstone Evans Group, LLC History No change 26 1 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 11, 2026
Kennebec Savings Bank History No change 35 1 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 13, 2026
Hughes Financial Services, LLC History No change 30 1 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History No change 21 1 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 11, 2026
ENTRUST FINANCIAL LLC History No change 35 1 0.0% 0.0% 654 0 0.0% Q2 2026 Jul 20, 2026
Bouvel Investment Partners, LLC History Closed out 0 0 — 0.35% — -29,482 -100.0% Q3 2026 Oct 13, 2026
Venture Visionary Partners LLC History Closed out 0 0 — 0.01% — -9,501 -100.0% Q3 2026 Oct 07, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -750 -100.0% Q3 2026 Oct 13, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -333 -100.0% Q3 2026 Oct 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 17 0 — — — +17 New Q3 2026 Oct 13, 2026
True Wealth Design, LLC History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 13, 2026
FIRST HORIZON CORP History No change 10 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
TOTH FINANCIAL ADVISORY CORP History No change 10 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
TORONTO DOMINION BANK History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
BERKSHIRE CAPITAL HOLDINGS INC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History No change 18 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Altshuler Shaham Ltd History No change 10 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
GHP Investment Advisors, Inc. History No change 16 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Plante Moran Financial Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 9 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Banque Cantonale Vaudoise History No change 4,912 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
CVA Family Office, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Investment Research & Advisory Group, Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Orion Capital Management LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
City State Bank History No change 4 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Brooklyn FI, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Smallwood Wealth Investment Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Signature Resources Capital Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
SWAN Capital LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
JPL Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Accordant Advisory Group Inc History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Financially Speaking Inc History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Principia Wealth Advisory, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Ankerstar Wealth, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Barnes Dennig Private Wealth Management LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Investors Portfolio Services LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Essential Investment Partners LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 15, 2026