OneMain Holdings, Inc. - OMF

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 10,396,805 633,893 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
Brave Warrior Advisors, LLC History No change 7,585,152 462,466 10.08% 10.08% 2 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 6,296,859 383,919 0.13% 0.13% 3 0 0.0% Q2 2026 Aug 14, 2026
Capital International Investors History No change 5,714,327 348,419 0.07% 0.07% 4 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 5,399,452 329,204 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 5,319,258 324,315 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 4,467,282 272,391 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 4,185,119 255,166 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 3,703,833 225,822 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY MANAGEMENT INC /WI/ History No change 3,080,673 187,828 2.67% 2.67% 10 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 2,722,474 166,060 0.07% 0.07% 11 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 2,451,937 149,494 0.0% 0.0% 12 0 0.0% Q2 2026 Sep 22, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,346,066 143,039 0.06% 0.06% 13 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 2,336,331 142,446 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,181,598 133,391 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 12, 2026
COOPERMAN LEON G History No change 2,130,000 129,866 3.66% 3.66% 16 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,518,749 92,598 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,492,877 91,020 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 1,331,598 81,187 0.07% 0.07% 19 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,205,287 73,486 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,179,030 71,885 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 1,074,652 65,521 0.04% 0.04% 22 0 0.0% Q2 2026 Aug 11, 2026
Azora Capital LP History No change 1,063,857 64,863 2.73% 2.73% 23 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 1,049,364 63,979 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 06, 2026
Allianz Asset Management GmbH History No change 1,014,180 61,834 0.05% 0.05% 25 0 0.0% Q2 2026 Sep 02, 2026
NORGES BANK History No change 992,914 60,537 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 12, 2026
CERTUITY, LLC History No change 931,578 56,798 2.8% 2.8% 27 0 0.0% Q2 2026 Jul 28, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 928,435 56,607 0.08% 0.08% 28 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 918,180 55,981 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History No change 912,087 55,609 0.24% 0.24% 30 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 851,542 51,918 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 11, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 847,066 51,645 2.06% 2.06% 32 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 808,290 49,281 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD FIDUCIARY TRUST CO History No change 733,239 44,705 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
Patient Capital Management, LLC History No change 702,369 42,823 1.4% 1.4% 35 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 655,310 39,954 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 618,057 37,682 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 536,374 32,702 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 505,929 30,848 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Arbejdsmarkedets Tillaegspension History No change 504,900 30,783 0.67% 0.67% 40 0 0.0% Q2 2026 Jul 17, 2026
PEAK6 LLC History No change 455,585 27,777 0.06% 0.06% 41 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 381,494 23,259 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 371,233 22,634 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 07, 2026
Parkwood LLC History No change 365,580 22,289 1.6% 1.6% 44 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 363,239 22,146 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 340,225 20,744 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 334,139 20,372 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 304,650 18,574 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 298,056 18,172 0.0% 0.0% 49 0 0.0% Q2 2026 Sep 02, 2026
Quantinno Capital Management LP History No change 297,566 18,142 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 291,652 17,782 0.03% 0.03% 51 0 0.0% Q2 2026 Aug 05, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 287,830 17,548 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 284,586 17,351 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
ARGENT CAPITAL MANAGEMENT LLC History Reduced 311,066 17,229 0.55% 0.62% 54 -11,439 -3.55% Q3 2026 Oct 05, 2026
SEI INVESTMENTS CO History No change 282,093 17,199 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 262,343 15,996 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 257,799 15,718 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Sea Cliff Partners Management, LP History No change 242,991 14,815 6.57% 6.57% 58 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 236,777 14,436 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 235,100 14,334 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 225,058 13,721 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 224,466 13,685 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 221,812 13,525 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 204,499 12,468 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
PB INVESTMENT PARTNERS, L.P. History No change 200,052 12,197 8.12% 8.12% 65 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 192,484 11,735 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 179,053 10,916 0.21% 0.21% 67 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 176,387 10,754 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 175,073 10,674 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 168,162 10,252 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 166,683 10,162 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 155,934 10,055 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 12, 2026
ALGERT GLOBAL LLC History No change 155,915 9,506 0.11% 0.11% 73 0 0.0% Q2 2026 Aug 13, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 151,702 9,249 0.34% 0.34% 74 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 147,920 9,018 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 144,575 8,814 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 06, 2026
IEQ CAPITAL, LLC History No change 140,363 8,557 0.04% 0.04% 77 0 0.0% Q2 2026 Aug 11, 2026
Ensign Peak Advisors, Inc History No change 140,112 8,542 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 135,241 8,245 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 24, 2026
Channing Capital Management, LLC History No change 132,785 8,095 0.19% 0.19% 80 0 0.0% Q2 2026 Jul 29, 2026
Jain Global LLC History No change 129,924 7,921 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 14, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 124,570 7,595 0.05% 0.05% 82 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History No change 123,599 7,535 0.08% 0.08% 83 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 122,440 7,465 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 117,643 7,172 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 06, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 116,682 7,114 0.46% 0.46% 86 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 113,160 6,899 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 112,687 6,870 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 19, 2026
Barnett & Company, Inc. History No change 109,290 6,663 4.93% 4.93% 89 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 104,585 6,376 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 07, 2026
RHUMBLINE ADVISERS History No change 99,446 6,063 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 98,564 6,009 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 95,796 5,840 0.1% 0.1% 93 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 95,094 5,792 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 92,231 5,623 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 97,479 5,325 0.01% 0.01% 96 0 0.0% Q2 2026 Jul 15, 2026
LSV ASSET MANAGEMENT History No change 84,600 5,158 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 06, 2026
MILLER VALUE PARTNERS, LLC History No change 82,941 5,056 1.2% 1.2% 98 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History No change 81,819 4,988 0.08% 0.08% 99 0 0.0% Q2 2026 Jul 10, 2026
CX Institutional History New 88,000 4,874 0.13% — 100 +88,000 New Q3 2026 Oct 02, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 78,024 4,757 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 10, 2026
Asio Capital, LLC History No change 77,540 4,727 0.61% 0.61% 102 0 0.0% Q2 2026 Jul 17, 2026
Interval Partners, LP History No change 76,000 4,633 0.12% 0.12% 103 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 75,842 4,626 0.02% 0.02% 104 0 0.0% Q2 2026 Jul 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 74,996 4,572 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History No change 73,792 4,499 0.12% 0.12% 106 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 73,390 4,474 0.03% 0.03% 107 0 0.0% Q2 2026 Aug 17, 2026
LAZARD ASSET MANAGEMENT LLC History No change 72,339 4,410 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 71,102 4,335 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 70,836 4,318 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 69,214 4,219 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 03, 2026
Vanguard Global Advisers, LLC History No change 69,051 4,210 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 78,210 4,183 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 67,200 4,097 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 65,744 4,008 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 10, 2026
Y-Intercept (Hong Kong) Ltd History No change 63,562 3,875 0.08% 0.08% 116 0 0.0% Q2 2026 Jul 13, 2026
Erste Asset Management GmbH History No change 60,300 3,759 0.03% 0.03% 117 0 0.0% Q2 2026 Jul 28, 2026
Bridgewater Associates, LP History No change 60,961 3,716 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 60,715 3,701 0.02% 0.02% 119 0 0.0% Q2 2026 Jul 24, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 59,206 3,609 0.0% 0.0% 120 0 0.0% Q2 2026 Sep 23, 2026
TCW GROUP INC History No change 59,193 3,608 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 03, 2026
Treasurer of the State of North Carolina History No change 58,585 3,572 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 57,106 3,481 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 56,784 3,462 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
Walleye Capital LLC History No change 55,002 3,353 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 03, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 53,192 3,243 0.03% 0.03% 126 0 0.0% Q2 2026 Sep 23, 2026
Police & Firemen's Retirement System of New Jersey History No change 51,706 3,152 0.02% 0.02% 127 0 0.0% Q2 2026 Jul 23, 2026
Atria Investments, Inc History No change 49,631 3,025 0.03% 0.03% 128 0 0.0% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History No change 49,079 2,992 0.19% 0.19% 129 0 0.0% Q2 2026 Aug 10, 2026
Robeco Institutional Asset Management B.V. History No change 48,358 2,948 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 21, 2026
Russell Investments Group, Ltd. History No change 47,484 2,899 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 47,454 2,893 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 29, 2026
Neuberger Berman Group LLC History No change 45,911 2,799 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Verdence Capital Advisors LLC History No change 45,567 2,778 0.15% 0.15% 134 0 0.0% Q2 2026 Jul 29, 2026
CAPTRUST FINANCIAL ADVISORS History No change 44,667 2,723 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 44,107 2,689 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 44,008 2,683 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 43,661 2,662 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 17, 2026
Impact Capital Partners LLC History No change 43,202 2,634 0.72% 0.72% 139 0 0.0% Q2 2026 Jul 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 42,952 2,618 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 11, 2026
Handelsbanken Fonder AB History No change 42,881 2,614 0.01% 0.01% 141 0 0.0% Q2 2026 Jul 10, 2026
Walleye Trading LLC History No change 42,760 2,607 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 03, 2026
WBI INVESTMENTS, LLC History No change 40,444 2,465 0.61% 0.61% 143 0 0.0% Q2 2026 Aug 11, 2026
Tidal Investments LLC History No change 39,705 2,420 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 39,091 2,383 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 04, 2026
ALLSTATE CORP History No change 38,861 2,369 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 38,672 2,357 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History No change 36,300 2,213 0.04% 0.04% 148 0 0.0% Q2 2026 Aug 12, 2026
Entropy Technologies, LP History No change 36,119 2,202 0.09% 0.09% 149 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 35,262 2,149 0.0% 0.0% 150 0 0.0% Q2 2026 Sep 09, 2026
Range Financial Group LLC History No change 35,257 2,149 0.59% 0.59% 151 0 0.0% Q2 2026 Jul 15, 2026
Taylor Frigon Capital Management LLC History No change 35,145 2,142 1.0% 1.0% 152 0 0.0% Q2 2026 Jul 23, 2026
Unifi Asset Management LP History No change 34,800 2,121 0.84% 0.84% 153 0 0.0% Q2 2026 Aug 07, 2026
Aviance Capital Partners, LLC History No change 34,225 2,086 0.22% 0.22% 154 0 0.0% Q2 2026 Jul 30, 2026
FFT WEALTH MANAGEMENT LLC History No change 33,822 2,062 0.32% 0.32% 155 0 0.0% Q2 2026 Jul 27, 2026
Summit Trail Advisors, LLC History No change 33,567 2,046 0.03% 0.03% 156 0 0.0% Q2 2026 Aug 11, 2026
Argent Trust Co History No change 33,529 2,044 0.06% 0.06% 157 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 33,401 2,036 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 27, 2026
CAXTON ASSOCIATES LLP History No change 33,357 2,033 0.04% 0.04% 159 0 0.0% Q2 2026 Aug 14, 2026
Sippican Capital Advisors History No change 32,856 2,003 1.22% 1.22% 160 0 0.0% Q2 2026 Jul 22, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 32,364 1,973 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History No change 32,326 1,970 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA INVESTMENTS, LP History No change 31,300 1,908 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 31,000 1,890 0.16% 0.16% 164 0 0.0% Q2 2026 Aug 07, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 30,145 1,837 0.3% 0.3% 165 0 0.0% Q2 2026 Aug 04, 2026
State of Wyoming History No change 30,052 1,832 0.19% 0.19% 166 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Investments Australia, Ltd. History No change 30,009 1,829 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 29,765 1,814 0.1% 0.1% 168 0 0.0% Q2 2026 Aug 05, 2026
Gotham Asset Management, LLC History No change 29,524 1,800 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 28,574 1,742 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 28,260 1,723 0.04% 0.04% 171 0 0.0% Q2 2026 Jul 29, 2026
KLP KAPITALFORVALTNING AS History No change 28,200 1,719 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 12, 2026
Mirae Asset Global Investments Co., Ltd. History No change 28,070 1,711 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 22, 2026
ICON ADVISERS INC/CO History No change 28,000 1,707 0.32% 0.32% 174 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 27,126 1,653 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 26,600 1,621 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 25, 2026
HSBC HOLDINGS PLC History No change 25,988 1,589 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
Seelaus Asset Management LLC History No change 25,621 1,562 1.1% 1.1% 178 0 0.0% Q2 2026 Jul 16, 2026
STIFEL FINANCIAL CORP History No change 25,543 1,557 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 25,053 1,527 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 27, 2026
GUGGENHEIM CAPITAL LLC History No change 24,666 1,503 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 12, 2026
Penn Capital Management Company, LLC History No change 24,374 1,501 0.1% 0.1% 182 0 0.0% Q2 2026 Jul 30, 2026
Sivia Capital Partners, LLC History No change 24,631 1,501 0.18% 0.18% 183 0 0.0% Q2 2026 Jul 23, 2026
Hilltop Holdings Inc. History No change 24,443 1,490 0.12% 0.12% 184 0 0.0% Q2 2026 Aug 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 24,329 1,483 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
Kendall Capital Management History No change 24,330 1,483 0.25% 0.25% 186 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 24,296 1,481 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 07, 2026
Triumph Capital Management History No change 24,266 1,479 0.27% 0.27% 188 0 0.0% Q2 2026 Jul 20, 2026
HANCOCK WHITNEY CORP History No change 23,659 1,442 0.02% 0.02% 189 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 22,710 1,384 0.01% 0.01% 190 0 0.0% Q2 2026 Sep 08, 2026
BROWN BROTHERS HARRIMAN & CO History No change 22,658 1,381 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 12, 2026
Sendero Wealth Management, LLC History No change 22,521 1,373 0.14% 0.14% 192 0 0.0% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 22,282 1,358 0.05% 0.05% 193 0 0.0% Q2 2026 Aug 06, 2026
Independent Advisor Alliance History No change 22,131 1,349 0.03% 0.03% 194 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 22,029 1,343 0.01% 0.01% 195 0 0.0% Q2 2026 Jul 20, 2026
Pathstone Holdings, LLC History No change 21,732 1,325 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 21,349 1,301 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 20,907 1,274 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History No change 20,754 1,265 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 10, 2026
Bleakley Financial Group, LLC History No change 20,502 1,250 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 05, 2026
MACKENZIE FINANCIAL CORP History No change 20,463 1,247 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 20,345 1,240 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 19,600 1,195 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 20,317 1,194 0.02% 0.02% 204 0 0.0% Q2 2026 Jul 29, 2026
Pictet Asset Management Holding SA History No change 18,943 1,154 0.0% 0.0% 205 0 0.0% Q2 2026 Jul 30, 2026
NATIXIS History No change 18,757 1,143 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 13, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 18,512 1,128 0.0% 0.0% 207 0 0.0% Q2 2026 Jul 30, 2026
BOKF, NA History No change 18,338 1,118 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History No change 18,146 1,106 0.03% 0.03% 209 0 0.0% Q2 2026 Jul 27, 2026
GREENLEAF TRUST History No change 18,119 1,104 0.01% 0.01% 210 0 0.0% Q2 2026 Jul 21, 2026
Ascent Group, LLC History No change 17,968 1,095 0.03% 0.03% 211 0 0.0% Q2 2026 Aug 03, 2026
ALPS ADVISORS INC History No change 17,647 1,075 0.01% 0.01% 212 0 0.0% Q2 2026 Jul 29, 2026
ASSETMARK, INC History No change 17,584 1,072 0.0% 0.0% 213 0 0.0% Q2 2026 Jul 30, 2026
Vestcor Inc History No change 17,376 1,059 0.03% 0.03% 214 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 17,298 1,054 0.04% 0.04% 215 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 17,260 1,051 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 17,143 1,045 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 17,265 1,042 0.0% 0.0% 218 0 0.0% Q2 2026 Jul 27, 2026
Catalyst Funds Management Pty Ltd History No change 16,882 1,029 0.06% 0.06% 219 0 0.0% Q2 2026 Aug 10, 2026
BRIGHTON JONES LLC History No change 16,605 1,012 0.02% 0.02% 220 0 0.0% Q2 2026 Aug 11, 2026
Swedbank AB History No change 16,000 975 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 15, 2026
BURNEY CO/ History No change 15,841 965 0.03% 0.03% 222 0 0.0% Q2 2026 Jul 14, 2026
Bull Harbor Capital LLC History No change 15,721 958 0.19% 0.19% 223 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 15,264 922 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 15,112 921 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 14,909 909 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 14,897 908 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 14,809 902 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 13, 2026
Kingsview Wealth Management, LLC History No change 14,752 899 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 18, 2026
MAI Capital Management History No change 14,718 897 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 14,728 897 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 13,959 851 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 13,860 845 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 13,820 842 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 06, 2026
GSA CAPITAL PARTNERS LLP History No change 13,021 794 0.05% 0.05% 235 0 0.0% Q2 2026 Aug 06, 2026
Callan Family Office, LLC History No change 12,943 789 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History No change 12,800 780 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 30, 2026
Graham Capital Management, L.P. History No change 12,805 780 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 14, 2026
Icon Wealth Advisors, LLC History No change 12,637 770 0.05% 0.05% 239 0 0.0% Q2 2026 Aug 05, 2026
Pallas Capital Advisors LLC History No change 12,496 761 0.02% 0.02% 240 0 0.0% Q2 2026 Aug 07, 2026
Sage Investment Counsel LLC History No change 12,304 750 0.75% 0.75% 241 0 0.0% Q2 2026 Jul 22, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 11,874 723 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 11,599 707 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 11,210 683 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 10, 2026
PDT Partners, LLC History No change 11,149 679 0.04% 0.04% 245 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 10,868 663 0.0% 0.0% 246 0 0.0% Q2 2026 Jul 23, 2026
Kovack Advisors, Inc. History No change 10,809 659 0.03% 0.03% 247 0 0.0% Q2 2026 Jul 28, 2026
Baird Financial Group, Inc. History No change 10,663 650 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 12, 2026
Frank, Rimerman Advisors LLC History No change 10,453 637 0.04% 0.04% 249 0 0.0% Q2 2026 Jul 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 10,380 632 0.01% 0.01% 250 0 0.0% Q2 2026 Jul 23, 2026
M&T BANK CORP History No change 10,099 616 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History No change 10,046 612 0.0% 0.0% 252 0 0.0% Q2 2026 Jul 29, 2026
PRUDENTIAL PLC History No change 10,021 610 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 10,008 610 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 17, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 10,000 609 0.25% 0.25% 255 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 9,836 599 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 9,784 596 0.0% 0.0% 257 0 0.0% Q2 2026 Jul 29, 2026
BLAIR WILLIAM & CO/IL History No change 9,479 577 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 9,417 574 0.01% 0.01% 259 0 0.0% Q2 2026 Jul 23, 2026
FULTON BANK, N.A. History No change 9,290 566 0.02% 0.02% 260 0 0.0% Q2 2026 Jul 09, 2026
Fieldview Capital Management, LLC History No change 9,230 562 0.16% 0.16% 261 0 0.0% Q2 2026 Aug 14, 2026
PEAK FINANCIAL ADVISORS LLC History No change 9,185 559 0.23% 0.23% 262 0 0.0% Q2 2026 Jul 17, 2026
Tempo Wealth, LLC History No change 9,072 553 0.08% 0.08% 263 0 0.0% Q2 2026 Jul 27, 2026
Empowered Funds, LLC History No change 8,854 539 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 8,849 539 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History No change 8,829 538 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 8,788 535 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 8,746 533 0.0% 0.0% 268 0 0.0% Q2 2026 Jul 20, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 8,747 533 0.09% 0.09% 269 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 8,715 531 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
Severin Investments, LLC History No change 8,606 524 0.39% 0.39% 271 0 0.0% Q2 2026 Aug 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 8,553 521 0.06% 0.06% 272 0 0.0% Q2 2026 Aug 13, 2026
Frec Markets, Inc. History No change 8,531 520 0.05% 0.05% 273 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 8,442 514 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 10, 2026
Aequim Alternative Investments LP History No change 8,426 513 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 8,350 509 0.03% 0.03% 276 0 0.0% Q2 2026 Aug 04, 2026
Parallel Advisors, LLC History No change 8,254 503 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 05, 2026
Swiss Life Asset Management Ltd History No change 8,161 497 0.0% 0.0% 278 0 0.0% Q2 2026 Jul 29, 2026
Blueshift Asset Management, LLC History No change 7,889 480 0.11% 0.11% 279 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 7,816 476 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 06, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 7,769 473 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 07, 2026
WADDELL & ASSOCIATES, LLC History No change 7,680 468 0.02% 0.02% 282 0 0.0% Q2 2026 Jul 15, 2026
PFG Investments, LLC History No change 7,673 467 0.02% 0.02% 283 0 0.0% Q2 2026 Jul 23, 2026
Waverly Advisors, LLC History No change 7,550 460 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 7,441 453 0.0% 0.0% 285 0 0.0% Q2 2026 Jul 28, 2026
Riverwater Partners LLC History No change 7,437 453 0.13% 0.13% 286 0 0.0% Q2 2026 Aug 14, 2026
NorthCrest Asset Manangement, LLC History No change 7,648 450 0.01% 0.01% 287 0 0.0% Q2 2026 Jul 15, 2026
Diversify Advisory Services, LLC History No change 7,360 450 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 7,360 450 0.01% 0.01% 289 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 7,191 438 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 7,169 437 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 13, 2026
Soltis Investment Advisors LLC History No change 7,181 437 0.02% 0.02% 292 0 0.0% Q2 2026 Jul 31, 2026
CSS LLC/IL History No change 7,067 430 0.02% 0.02% 293 0 0.0% Q2 2026 Aug 14, 2026
West Family Investments, Inc. History No change 7,046 429 0.12% 0.12% 294 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 6,890 420 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 17, 2026
SageGuard Financial Group, LLC History No change 6,849 417 0.06% 0.06% 296 0 0.0% Q2 2026 Jul 27, 2026
Baker Avenue Asset Management, LP History No change 6,763 412 0.01% 0.01% 297 0 0.0% Q2 2026 Jul 28, 2026
Inspire Investing, LLC History No change 6,769 412 0.02% 0.02% 298 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 6,492 395 0.0% 0.0% 299 0 0.0% Q2 2026 Jul 29, 2026
B. Riley Wealth Advisors, Inc. History No change 6,309 393 0.02% 0.02% 300 0 0.0% Q2 2026 Jul 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 6,420 391 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 10, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 6,406 390 0.19% 0.19% 302 0 0.0% Q2 2026 Aug 12, 2026
ARISTEIA CAPITAL, L.L.C. History No change 6,339 386 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 6,155 375 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 6,110 372 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 05, 2026
Integrated Advisors Network LLC History No change 6,060 369 0.02% 0.02% 306 0 0.0% Q2 2026 Aug 11, 2026
Utah Retirement Systems History No change 6,021 367 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 5,999 365 0.01% 0.01% 308 0 0.0% Q2 2026 Jul 30, 2026
Kera Capital Partners, Inc. History No change 5,966 363 0.03% 0.03% 309 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 5,897 359 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 04, 2026
Parcion Private Wealth LLC History No change 5,732 349 0.02% 0.02% 311 0 0.0% Q2 2026 Jul 27, 2026
DnB Asset Management AS History No change 5,718 348 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 11, 2026
Centiva Capital, LP History No change 5,716 348 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 5,682 346 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 17, 2026
Steward Partners Investment Advisory, LLC History No change 5,676 346 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 5,650 344 0.02% 0.02% 316 0 0.0% Q2 2026 Jul 23, 2026
Orion Porfolio Solutions, LLC History No change 5,443 331 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History No change 6,287 327 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 5,281 321 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 5,256 320 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 12, 2026
AMALGAMATED BANK History No change 5,216 318 0.0% 0.0% 321 0 0.0% Q2 2026 Jul 23, 2026
Caerus Investment Advisors, LLC History No change 5,162 314 0.1% 0.1% 322 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 5,057 308 0.0% 0.0% 323 0 0.0% Q2 2026 Jul 20, 2026
Trivium Point Advisory, LLC History No change 5,005 305 0.03% 0.03% 324 0 0.0% Q2 2026 Aug 06, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 4,980 303 0.02% 0.02% 325 0 0.0% Q2 2026 Aug 06, 2026
SG Americas Securities, LLC History No change 4,897 299 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 07, 2026
Moors & Cabot, Inc. History No change 4,902 298 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 10, 2026
Capstone Wealth Management, LLC History No change 4,790 292 0.14% 0.14% 328 0 0.0% Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 4,786 291 0.0% 0.0% 329 0 0.0% Q2 2026 Jul 16, 2026
JUPITER ASSET MANAGEMENT LTD History No change 4,696 286 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 4,704 286 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 03, 2026
Essex Financial Services, Inc. History No change 4,669 284 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 10, 2026
Outlook Wealth Advisors, LLC History No change 4,657 283 0.06% 0.06% 333 0 0.0% Q2 2026 Aug 03, 2026
Marshall Financial Group, LLC History No change 4,645 283 0.04% 0.04% 334 0 0.0% Q2 2026 Jul 17, 2026
SageView Advisory Group, LLC History No change 4,607 280 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 10, 2026
Allspring Global Investments Holdings, LLC History No change 4,632 279 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 4,559 277 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 22, 2026
Americana Partners, LLC History No change 4,551 277 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 05, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 4,555 277 0.01% 0.01% 339 0 0.0% Q2 2026 Jul 31, 2026
Concurrent Investment Advisors, LLC History No change 4,534 276 0.0% 0.0% 340 0 0.0% Q2 2026 Jul 27, 2026
TRUIST FINANCIAL CORP History No change 4,503 274 0.0% 0.0% 341 0 0.0% Q2 2026 Jul 28, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 4,482 273 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 4,475 272 0.0% 0.0% 343 0 0.0% Q2 2026 Jul 28, 2026
JBF Capital, Inc. History No change 4,400 268 0.04% 0.04% 344 0 0.0% Q2 2026 Aug 13, 2026
SlateStone Wealth, LLC History No change 4,324 264 0.02% 0.02% 345 0 0.0% Q2 2026 Jul 20, 2026
QUADRANT CAPITAL GROUP LLC History No change 4,303 262 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 4,313 262 0.12% 0.12% 347 0 0.0% Q2 2026 Aug 10, 2026
Meeder Advisory Services, Inc. History No change 4,261 259 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 4,245 258 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 03, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 4,199 256 0.02% 0.02% 350 0 0.0% Q2 2026 Jul 31, 2026
EverSource Wealth Advisors, LLC History No change 4,203 256 0.01% 0.01% 351 0 0.0% Q2 2026 Jul 24, 2026
Rothschild Wealth LLC History No change 4,178 254 0.02% 0.02% 352 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History No change 4,176 254 0.01% 0.01% 353 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 4,141 252 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 11, 2026
PANAGORA ASSET MANAGEMENT INC History No change 4,087 249 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 06, 2026
Ariadne Wealth Management, LP History No change 4,021 245 0.11% 0.11% 356 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,010 244 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 07, 2026
Accurate Wealth Management, LLC History No change 4,104 243 0.02% 0.02% 358 0 0.0% Q2 2026 Jul 14, 2026
PDS Planning, Inc History No change 3,941 240 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 05, 2026
KBC Group NV History No change 3,938 240 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 05, 2026
IFP Advisors, Inc History No change 3,935 239 0.0% 0.0% 361 0 0.0% Q2 2026 Jul 20, 2026
Generali Asset Management SPA SGR History No change 3,925 239 0.0% 0.0% 362 0 0.0% Q2 2026 Jul 30, 2026
Impact Partnership Wealth, LLC History No change 3,911 238 0.02% 0.02% 363 0 0.0% Q2 2026 Jul 29, 2026
CenterStar Asset Management, LLC History No change 3,900 237 0.04% 0.04% 364 0 0.0% Q2 2026 Aug 05, 2026
GeoWealth Management, LLC History No change 3,887 236 0.01% 0.01% 365 0 0.0% Q2 2026 Jul 30, 2026
RIVERSEDGE ADVISORS, LLC History No change 3,870 235 0.03% 0.03% 366 0 0.0% Q2 2026 Jul 16, 2026
CIBC Asset Management Inc History No change 3,818 232 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 03, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 3,771 229 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 12, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 3,730 227 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 3,724 227 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 12, 2026
Laird Norton Wetherby Trust Company, LLC History No change 3,714 226 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 14, 2026
Asset Management One Co., Ltd. History No change 3,707 226 0.0% 0.0% 372 0 0.0% Q2 2026 Jul 28, 2026
SYON CAPITAL LLC History No change 3,695 225 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 3,602 219 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 3,607 219 0.01% 0.01% 375 0 0.0% Q2 2026 Aug 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 3,591 218 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 29, 2026
Prime Capital Investment Advisors, LLC History No change 3,554 216 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 05, 2026
Jump Financial, LLC History No change 3,500 213 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 13, 2026
North Dakota State Investment Board History No change 3,502 213 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 04, 2026
CIDEL ASSET MANAGEMENT INC History No change 3,491 212 0.01% 0.01% 380 0 0.0% Q2 2026 Jul 17, 2026
XTX Topco Ltd History No change 3,487 212 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 14, 2026
DIVERSIFIED MANAGEMENT INC History No change 3,466 211 0.05% 0.05% 382 0 0.0% Q2 2026 Jul 09, 2026
Sterling Capital Management LLC History No change 3,472 211 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 28, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 3,475 211 0.01% 0.01% 384 0 0.0% Q2 2026 Jul 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 3,435 209 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 3,321 202 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 14, 2026
MBL Wealth, LLC History No change 3,311 201 0.01% 0.01% 387 0 0.0% Q2 2026 Jul 15, 2026
QTR Family Wealth, LLC History No change 3,288 200 0.07% 0.07% 388 0 0.0% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History No change 3,224 196 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 06, 2026
WESTPAC BANKING CORP History No change 3,005 183 0.01% 0.01% 390 0 0.0% Q2 2026 Aug 12, 2026
iA Global Asset Management Inc. History No change 2,899 177 0.0% 0.0% 391 0 0.0% Q2 2026 Jul 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,868 174 0.01% 0.01% 392 0 0.0% Q2 2026 Jul 07, 2026
Quent Capital, LLC History No change 2,491 151 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 07, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 2,490 151 0.09% 0.09% 394 0 0.0% Q2 2026 Aug 10, 2026
STRS OHIO History No change 2,433 148 0.0% 0.0% 395 0 0.0% Q2 2026 Jul 30, 2026
GAMMA Investing LLC History No change 2,273 138 0.01% 0.01% 396 0 0.0% Q2 2026 Jul 07, 2026
Continuum Advisory, LLC History No change 2,220 135 0.01% 0.01% 397 0 0.0% Q2 2026 Aug 06, 2026
BNP Paribas Asset Management Holding S.A. History No change 2,157 131 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 12, 2026
Nykredit A/S History No change 2,091 127 0.0% 0.0% 399 0 0.0% Q2 2026 Sep 08, 2026
HARBOUR INVESTMENTS, INC. History No change 2,050 124 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 2,000 121 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 1,907 116 0.07% 0.07% 402 0 0.0% Q2 2026 Aug 07, 2026
MetLife Investment Management, LLC History No change 1,883 114 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 1,885 114 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,730 105 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 1,588 96 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 21, 2026
STEPH & CO History Added to 1,708 94 0.02% 0.02% 407 +455 36.31% Q3 2026 Oct 07, 2026
True Wealth Design, LLC History No change 1,543 94 0.02% 0.02% 408 0 0.0% Q2 2026 Jul 16, 2026
Spire Wealth Management History No change 1,300 79 0.0% 0.0% 409 0 0.0% Q2 2026 Jul 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 1,198 72 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 07, 2026
AdvisorNet Financial, Inc History No change 1,162 70 0.0% 0.0% 411 0 0.0% Q2 2026 Jul 23, 2026
Davis Capital Management History No change 1,065 64 0.04% 0.04% 412 0 0.0% Q2 2026 Jul 16, 2026
Deseret Mutual Benefit Administrators History No change 1,018 62 0.02% 0.02% 413 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 1,011 61 0.0% 0.0% 414 0 0.0% Q2 2026 Sep 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,013 61 0.0% 0.0% 415 0 0.0% Q2 2026 Jul 22, 2026
CENTRAL TRUST Co History No change 1,000 60 0.0% 0.0% 416 0 0.0% Q2 2026 Jul 31, 2026
Key FInancial Inc History No change 1,000 60 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 24, 2026
Freestone Grove Partners LP History No change 1,000 60 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 14, 2026
Employees Retirement System of Texas History No change 974 59 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 14, 2026
Bayforest Capital Ltd History No change 945 57 0.05% 0.05% 420 0 0.0% Q2 2026 Aug 05, 2026
UMB Bank, n.a. History No change 914 55 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 912 55 0.01% 0.01% 422 0 0.0% Q2 2026 Jul 22, 2026
Geneos Wealth Management Inc. History No change 830 50 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History Added to 842 46 0.0% 0.0% 424 +98 13.17% Q3 2026 Oct 01, 2026
SJS Investment Consulting Inc. History No change 653 39 0.0% 0.0% 425 0 0.0% Q2 2026 Jul 22, 2026
Clearstead Advisors, LLC History No change 634 38 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 06, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 617 37 0.02% 0.02% 427 0 0.0% Q2 2026 Aug 14, 2026
Altshuler Shaham Ltd History No change 592 36 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 12, 2026
Providence Capital Advisors, LLC History No change 500 30 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 488 29 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 427 26 0.0% 0.0% 431 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 431 26 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 07, 2026
Ancora Advisors LLC History No change 397 24 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 14, 2026
Alpine Bank Wealth Management History No change 375 22 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 345 21 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 13, 2026
V-Square Quantitative Management LLC History No change 347 21 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 27, 2026
Basecamp Wealth Advisors LLC History No change 356 21 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 340 20 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 16, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 329 20 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 04, 2026
Manchester Capital Management LLC History No change 315 19 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 317 19 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 20, 2026
S&T BANK/PA History No change 300 18 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 12, 2026
Corsicana & Co. History No change 300 18 0.01% 0.01% 443 0 0.0% Q2 2026 Jul 24, 2026
CoreCap Advisors, LLC History No change 299 18 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 06, 2026
TD Capital Management LLC History No change 281 17 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 06, 2026
Bank of New Hampshire History New 300 16 0.0% — 447 +300 New Q3 2026 Oct 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 274 16 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 07, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 252 15 0.0% 0.0% 448 0 0.0% Q2 2026 Jul 27, 2026
CVA Family Office, LLC History No change 254 15 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 07, 2026
Key Capital Management, INC History No change 250 15 0.01% 0.01% 450 0 0.0% Q2 2026 Jul 27, 2026
Rakuten Securities, Inc. History No change 227 13 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 220 13 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 12, 2026
DANSKE BANK A/S History No change 200 12 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 201 12 0.0% 0.0% 454 0 0.0% Q2 2026 Jul 28, 2026
Vermillion Wealth Management, Inc. History No change 200 12 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 15, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 212 12 0.01% 0.01% 456 0 0.0% Q2 2026 Jul 21, 2026
Rossby Financial, LCC History No change 198 12 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 04, 2026
Owl Creek Wealth Partners LLC History No change 201 12 0.0% 0.0% 458 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 190 11 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 172 10 0.0% 0.0% 460 0 0.0% Q2 2026 Jul 10, 2026
Silver Grove Financial Group, Inc. History No change 171 10 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 149 9 0.0% 0.0% 462 0 0.0% Q2 2026 Jul 20, 2026
MANNING & NAPIER ADVISORS LLC History No change 151 9 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 150 9 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 06, 2026
JPL Wealth Management, LLC History No change 161 9 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 163 9 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 131 8 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Trust, LLC History No change 132 8 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History No change 137 8 0.0% 0.0% 469 0 0.0% Q2 2026 Jul 23, 2026
Activest Wealth Management History No change 134 8 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 16, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 137 7 0.0% 0.0% 476 +98 251.28% Q3 2026 Oct 07, 2026
Transamerica Financial Advisors, LLC History No change 121 7 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Advisors History No change 130 7 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History No change 109 7 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 16, 2026
Hurley Capital, LLC History No change 120 7 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 115 7 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 100 6 0.0% 0.0% 477 0 0.0% Q2 2026 Jul 31, 2026
WPG Advisers, LLC History No change 108 6 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 05, 2026
GHP Investment Advisors, Inc. History No change 87 5 0.0% 0.0% 479 0 0.0% Q2 2026 Jul 17, 2026
Physician Wealth Advisors, Inc. History No change 85 5 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 20, 2026
Bruce G. Allen Investments, LLC History No change 84 5 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 31, 2026
SouthState Bank Corp History No change 71 4 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 75 4 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 80 4 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 14, 2026
Keating Financial Advisory Services, Inc. History No change 74 4 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 11, 2026
Retirement Wealth Solutions LLC History Reduced 69 3 0.0% 0.0% 489 -5 -6.76% Q3 2026 Oct 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 57 3 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 13, 2026
Global Trust Asset Management, LLC History No change 65 3 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 03, 2026
Valued Wealth Advisors LLC History No change 61 3 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 52 3 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 44 2 0.0% 0.0% 492 -29 -39.73% Q3 2026 Oct 05, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 40 2 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 10, 2026
Rosenberg Matthew Hamilton History No change 43 2 0.0% 0.0% 493 0 0.0% Q3 2026 Oct 05, 2026
Cornerstone Planning Group LLC History No change 40 2 0.0% 0.0% 494 0 0.0% Q2 2026 Jul 29, 2026
Cromwell Holdings LLC History No change 33 2 0.0% 0.0% 495 0 0.0% Q2 2026 Jul 13, 2026
Creative Capital Management Investments LLC History No change 49 2 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 24, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 48 2 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Financial Management LLC History No change 45 2 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 28, 2026
Planning Strategies Inc. History Added to 24 1 0.0% 0.0% 512 +1 4.35% Q3 2026 Oct 02, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 27 1 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 07, 2026
North Star Investment Management Corp. History No change 26 1 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 28, 2026
Bogart Wealth, LLC History No change 21 1 0.0% 0.0% 501 0 0.0% Q2 2026 Jul 24, 2026
Bay Harbor Wealth Management, LLC History No change 19 1 0.0% 0.0% 502 0 0.0% Q2 2026 Jul 28, 2026
Avion Wealth History No change 21 1 0.0% 0.0% 503 0 0.0% Q2 2026 Jul 31, 2026
Archer Investment Corp History No change 30 1 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 03, 2026
DiNuzzo Private Wealth, Inc. History No change 29 1 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 10, 2026
Private Wealth Management Group, LLC History No change 17 1 0.0% 0.0% 506 0 0.0% Q2 2026 Jul 27, 2026
Glen Eagle Advisors, LLC History No change 20 1 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 14, 2026
Principia Wealth Advisory, LLC History No change 29 1 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 26, 2026
HFM Investment Advisors, LLC History No change 24 1 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 04, 2026
MidFirst Bank History No change 31 1 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 07, 2026
Signature Equity Partners, LLC History No change 23 1 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 30, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -479 -100.0% Q3 2026 Oct 07, 2026
GoalVest Advisory LLC History Closed out 0 0 — 0.0% — -140 -100.0% Q3 2026 Oct 02, 2026
FEDERATED HERMES, INC. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 3 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
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Evolution Advisers, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
DecisionPoint Financial, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
American Capital Advisory, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
LRI Investments, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Synergy Investment Management, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Navigoe, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
AMERIFLEX GROUP, INC. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Torren Management, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
3 FACTOR INDEXING, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 08, 2026