OPENLANE, Inc. - OPLN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 16,005,588 660,070 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History No change 6,534,272 269,477 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 6,039,351 249,062 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
HAWK RIDGE CAPITAL MANAGEMENT LP History No change 4,967,144 204,845 6.57% 6.57% 4 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 4,784,044 197,293 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,774,009 196,880 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 4,251,435 175,329 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 22, 2026
Neuberger Berman Group LLC History No change 3,745,361 154,560 0.1% 0.1% 8 0 0.0% Q2 2026 Oct 27, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,711,088 111,827 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,673,690 110,263 0.05% 0.05% 10 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 2,019,137 83,269 0.13% 0.13% 11 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 1,870,693 77,147 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,839,340 75,854 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 1,718,880 70,886 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
ADVISORY RESEARCH INC History No change 1,533,557 63,243 6.31% 6.31% 15 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 1,533,198 63,229 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 11, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 1,515,210 62,487 0.36% 0.36% 17 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,466,906 60,495 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,441,429 59,444 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
No Street GP LP History No change 1,350,000 55,674 3.35% 3.35% 20 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,252,540 52,220 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 12, 2026
Woodline Partners LP History No change 1,167,458 48,145 0.15% 0.15% 22 0 0.0% Q2 2026 Aug 14, 2026
Park West Asset Management LLC History No change 1,124,348 46,368 3.16% 3.16% 23 0 0.0% Q2 2026 Aug 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 1,063,762 43,869 0.12% 0.12% 24 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,024,960 42,270 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Mawer Investment Management Ltd. History No change 1,000,262 41,250 0.28% 0.28% 26 0 0.0% Q2 2026 Aug 07, 2026
Fiera Capital Corp History No change 942,799 38,881 0.14% 0.14% 27 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 870,149 35,884 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 792,138 32,667 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 06, 2026
TFJ Management, LLC History No change 786,153 32,420 15.73% 15.73% 30 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 781,452 32,227 0.21% 0.21% 31 0 0.0% Q2 2026 Aug 14, 2026
Kimelman & Baird, LLC History No change 762,535 31,446 2.32% 2.32% 32 0 0.0% Q2 2026 Aug 18, 2026
AMERIPRISE FINANCIAL INC History No change 728,111 30,027 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 726,075 29,943 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
LONE PEAK GLOBAL INVESTORS LLC History No change 668,706 27,577 3.8% 3.8% 35 0 0.0% Q2 2026 Aug 10, 2026
TWO SIGMA INVESTMENTS, LP History No change 665,872 27,460 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 651,739 26,877 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
Paradice Investment Management LLC History Reduced 688,195 23,488 3.96% 4.53% 39 -475 -0.07% Q3 2026 Oct 19, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 569,547 23,488 0.06% 0.06% 38 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 684,085 23,347 0.01% 0.01% 40 +169,693 32.99% Q3 2026 Nov 02, 2026
BANK OF AMERICA CORP /DE/ History No change 565,379 23,316 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 517,765 21,352 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 12, 2026
OBERWEIS ASSET MANAGEMENT INC/ History No change 480,580 19,819 0.41% 0.41% 43 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 452,000 18,640 0.17% 0.17% 44 0 0.0% Q2 2026 Aug 12, 2026
Ranger Investment Management, L.P. History No change 440,010 18,146 1.15% 1.15% 45 0 0.0% Q2 2026 Aug 13, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 427,736 17,639 0.16% 0.16% 46 0 0.0% Q2 2026 Aug 14, 2026
Polar Capital Holdings Plc History No change 412,562 17,014 0.04% 0.04% 47 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 388,169 16,008 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 387,849 15,994 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 11, 2026
HARRIS ASSOCIATES L P History No change 386,223 15,927 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 14, 2026
Marathon Asset Management Ltd History Reduced 451,917 15,424 0.7% 0.83% 51 -42,196 -8.54% Q3 2026 Oct 26, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 339,887 14,016 0.02% 0.02% 52 0 0.0% Q2 2026 Jul 29, 2026
MILLENNIUM MANAGEMENT LLC History No change 331,395 13,666 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 323,545 13,343 0.05% 0.05% 54 0 0.0% Q2 2026 Aug 10, 2026
Hillsdale Investment Management Inc. History No change 322,560 13,302 0.3% 0.3% 55 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 321,323 13,251 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
Intrinsic Edge Capital Management LLC History No change 299,031 12,332 1.27% 1.27% 57 0 0.0% Q2 2026 Aug 12, 2026
GABELLI FUNDS LLC History No change 259,000 10,681 0.07% 0.07% 58 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 252,939 10,431 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 11, 2026
Manatuck Hill Partners, LLC History No change 250,000 10,310 3.42% 3.42% 60 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 248,167 10,234 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 245,671 10,131 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 244,774 10,094 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 06, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 236,570 9,756 0.07% 0.07% 64 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 217,480 8,968 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
CASTLEARK MANAGEMENT LLC History No change 217,210 8,957 0.24% 0.24% 66 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 213,600 8,808 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 11, 2026
SG Capital Management LLC History No change 207,081 8,540 0.7% 0.7% 68 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 201,075 8,292 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 197,454 8,143 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 195,581 8,065 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 07, 2026
RBF Capital, LLC History No change 194,000 8,000 0.33% 0.33% 72 0 0.0% Q2 2026 Aug 14, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 192,046 7,919 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 11, 2026
KR Capital LP History No change 184,876 7,624 0.76% 0.76% 74 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 171,700 7,080 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
NICHOLAS COMPANY, INC. History No change 162,141 6,686 0.12% 0.12% 76 0 0.0% Q2 2026 Aug 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 158,375 6,531 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 152,806 6,301 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
Informed Momentum Co LLC History No change 152,428 6,286 0.56% 0.56% 79 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 151,280 6,238 0.0% 0.0% 80 0 0.0% Q2 2026 Sep 23, 2026
Concentric Capital Strategies, LP History No change 148,554 6,126 0.34% 0.34% 81 0 0.0% Q2 2026 Aug 14, 2026
HOMESTEAD ADVISERS CORP History No change 148,300 6,115 0.15% 0.15% 82 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 147,482 6,082 0.11% 0.11% 83 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 131,925 5,440 0.0% 0.0% 84 0 0.0% Q2 2026 Sep 02, 2026
Oliver Luxxe Assets LLC History Reduced 152,501 5,204 0.82% 0.93% 85 -831 -0.54% Q3 2026 Oct 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 124,235 5,123 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 123,749 5,103 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 24, 2026
Horizon Investments, LLC History No change 42,877 4,894 0.05% 0.05% 88 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 118,184 4,873 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 07, 2026
HSBC HOLDINGS PLC History No change 113,831 4,716 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 114,254 4,711 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 107,124 4,417 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 03, 2026
Prospect Capital Advisors, LLC History No change 104,750 4,319 1.96% 1.96% 93 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 98,717 4,071 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 97,800 4,033 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 97,295 4,012 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 10, 2026
Allspring Global Investments Holdings, LLC History No change 99,294 3,991 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 133,428 3,889 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 93,022 3,837 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 05, 2026
CANADA LIFE ASSURANCE Co History No change 86,170 3,552 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 84,639 3,490 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 102,200 3,488 0.02% 0.0% 102 +95,000 1319.44% Q3 2026 Oct 28, 2026
Man Group plc History No change 83,037 3,424 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 14, 2026
HITE Hedge Asset Management LLC History No change 82,721 3,411 0.19% 0.19% 104 0 0.0% Q2 2026 Aug 14, 2026
Mountain Lake Investment Management LLC History No change 79,537 3,280 2.04% 2.04% 105 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 75,094 3,096 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 71,170 2,935 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 71,030 2,929 0.03% 0.03% 108 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 69,927 2,884 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 65,726 2,710 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History New 76,286 2,603 0.0% — 111 +76,286 New Q3 2026 Nov 02, 2026
Integrated Quantitative Investments LLC History No change 62,894 2,593 0.42% 0.42% 112 0 0.0% Q2 2026 Aug 14, 2026
Convergence Investment Partners, LLC History Added to 75,799 2,587 0.19% 0.21% 113 +22,663 42.65% Q3 2026 Oct 28, 2026
MetLife Investment Management, LLC History No change 62,194 2,564 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History No change 62,177 2,564 0.09% 0.09% 115 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History No change 58,203 2,400 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 54,644 2,253 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 05, 2026
Caption Management, LLC History No change 52,000 2,144 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 51,718 2,132 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 51,156 2,109 0.0% 0.0% 120 0 0.0% Q2 2026 Sep 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 49,200 2,029 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 49,060 2,023 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 46,241 1,906 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 45,000 1,855 0.03% 0.03% 124 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History Added to 53,946 1,841 0.14% 0.18% 125 +11,503 27.1% Q3 2026 Oct 28, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 44,309 1,827 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 53,167 1,815 0.0% 0.0% 127 0 0.0% Q3 2026 Oct 22, 2026
STRS OHIO History Added to 51,800 1,767 0.01% 0.01% 128 +15,100 41.14% Q3 2026 Oct 30, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 50,520 1,724 0.04% 0.04% 129 -3,212 -5.98% Q3 2026 Oct 16, 2026
Gotham Asset Management, LLC History No change 40,818 1,683 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 40,581 1,673 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Reduced 48,786 1,665 0.0% 0.0% 132 -7,817 -13.81% Q3 2026 Nov 02, 2026
Corient Private Wealth LP History No change 40,330 1,663 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 27, 2026
Vanguard Global Advisers, LLC History No change 40,264 1,660 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History Added to 47,800 1,631 0.02% 0.03% 135 +1,400 3.02% Q3 2026 Oct 20, 2026
State of Tennessee, Department of Treasury History No change 39,310 1,621 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 38,400 1,583 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 38,334 1,580 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 04, 2026
COOKSON PEIRCE & CO INC History Added to 45,854 1,564 0.06% 0.06% 139 +3,020 7.05% Q3 2026 Oct 30, 2026
Snowden Capital Advisors LLC History No change 33,865 1,396 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 33,580 1,384 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 13, 2026
South Dakota Investment Council History No change 32,903 1,357 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 11, 2026
Entropy Technologies, LP History No change 32,724 1,349 0.05% 0.05% 143 0 0.0% Q2 2026 Aug 13, 2026
Kathmere Capital Management, LLC History No change 38,400 1,310 0.06% 0.08% 144 0 0.0% Q3 2026 Oct 20, 2026
Handelsbanken Fonder AB History No change 31,525 1,300 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 31,513 1,299 0.01% 0.01% 146 0 0.0% Q2 2026 Jul 23, 2026
STIFEL FINANCIAL CORP History No change 31,153 1,284 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 12, 2026
Diametric Capital, LP History No change 31,079 1,281 0.14% 0.14% 148 0 0.0% Q2 2026 Aug 14, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 30,970 1,277 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 04, 2026
State of Alaska, Department of Revenue History Reduced 37,329 1,272 0.01% 0.02% 150 -17,757 -32.24% Q3 2026 Oct 15, 2026
Orion Porfolio Solutions, LLC History No change 30,806 1,270 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 30,092 1,240 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 29,810 1,229 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 28,512 1,175 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 27,738 1,143 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 11, 2026
Tidal Investments LLC History No change 27,405 1,130 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 27,173 1,120 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 26,642 1,099 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 12, 2026
KLP KAPITALFORVALTNING AS History No change 26,400 1,088 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
Teton Advisors, LLC History No change 26,000 1,072 0.62% 0.62% 160 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 25,973 1,071 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
FRANKLIN RESOURCES INC History No change 25,583 1,055 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Legato Capital Management LLC History No change 25,577 1,054 0.09% 0.09% 163 0 0.0% Q2 2026 Aug 06, 2026
ASSETMARK, INC History Reduced 30,124 1,028 0.0% 0.0% 164 -1,565 -4.94% Q3 2026 Oct 21, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 29,661 1,012 0.01% 0.01% 165 +992 3.46% Q3 2026 Oct 22, 2026
Cambria Investment Management, L.P. History No change 24,315 1,002 0.05% 0.05% 166 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History Reduced 29,315 1,000 0.0% 0.01% 167 -61 -0.21% Q3 2026 Nov 03, 2026
FEDERATED HERMES, INC. History No change 24,109 994 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
AMALGAMATED BANK History Added to 28,965 989 0.01% 0.01% 169 +481 1.69% Q3 2026 Oct 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 22,983 947 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 22,195 915 0.22% 0.22% 171 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 26,460 903 0.0% 0.01% 172 +1,337 5.32% Q3 2026 Nov 03, 2026
GUIDANCE CAPITAL, INC History Added to 22,573 893 0.2% 0.2% 173 +33 0.15% Q3 2026 Nov 03, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 25,207 860 0.01% 0.01% 174 +1,100 4.56% Q3 2026 Oct 29, 2026
Summit Global Investments History New 25,094 856 0.04% — 175 +25,094 New Q3 2026 Oct 28, 2026
Allianz Asset Management GmbH History No change 20,562 847 0.0% 0.0% 176 0 0.0% Q2 2026 Sep 02, 2026
BAILARD, INC. History Added to 24,600 839 0.02% 0.02% 177 +4,000 19.42% Q3 2026 Oct 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 20,232 834 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 20,151 831 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 19,680 811 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 17, 2026
Quantbot Technologies LP History No change 18,982 782 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 18,809 775 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 18,670 769 0.13% 0.13% 183 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 18,632 768 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 18,539 764 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
VARCOV Co. History No change 18,501 762 0.29% 0.29% 186 0 0.0% Q2 2026 Aug 14, 2026
Systematic Alpha Investments, LLC History No change 18,200 750 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 16,830 694 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 16,825 693 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
SHUFRO ROSE & CO LLC History No change 22,000 682 0.04% 0.04% 190 0 0.0% Q2 2026 Aug 12, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 16,362 674 0.04% 0.04% 191 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 15,933 657 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 15,487 638 0.01% 0.01% 193 0 0.0% Q2 2026 Jul 30, 2026
GUGGENHEIM CAPITAL LLC History No change 15,396 634 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 12, 2026
Inspire Investing, LLC History Added to 18,480 630 0.03% 0.03% 195 +2,020 12.27% Q3 2026 Oct 22, 2026
SMITH, MOORE & CO. History No change 15,039 620 0.04% 0.04% 196 0 0.0% Q2 2026 Aug 12, 2026
Magnetar Financial LLC History No change 14,673 605 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 13,700 564 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 13,318 549 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 07, 2026
SG Americas Securities, LLC History No change 13,200 544 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 13,034 537 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History Reduced 15,308 522 0.0% 0.0% 202 -947 -5.83% Q3 2026 Nov 03, 2026
Sterling Capital Management LLC History Added to 14,759 503 0.01% 0.01% 203 +1,134 8.32% Q3 2026 Oct 22, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 14,732 502 0.01% 0.01% 204 0 0.0% Q3 2026 Oct 13, 2026
EQUITABLE TRUST CO History Added to 14,664 500 0.02% 0.02% 205 +1,895 14.84% Q3 2026 Oct 13, 2026
ProShare Advisors LLC History Reduced 14,343 489 0.0% 0.0% 206 -885 -5.81% Q3 2026 Oct 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 13,642 486 0.0% 0.0% 207 +3,461 33.99% Q3 2026 Oct 13, 2026
Achmea Investment Management B.V. History New 14,164 483 0.0% — 208 +14,164 New Q3 2026 Oct 30, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 11,500 474 0.03% 0.03% 209 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 11,051 455 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 19, 2026
Pacer Advisors, Inc. History No change 10,882 449 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 12,000 449 0.01% 0.01% 212 0 0.0% Q3 2026 Oct 20, 2026
Atom Investors LP History No change 10,738 442 0.04% 0.04% 213 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 10,661 439 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 12,815 437 0.0% 0.0% 215 +680 5.6% Q3 2026 Oct 23, 2026
JANE STREET GROUP, LLC History No change 10,000 412 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History No change 12,011 409 0.0% 0.0% 217 0 0.0% Q3 2026 Nov 03, 2026
Ethic Inc. History No change 9,868 406 0.01% 0.01% 218 0 0.0% Q2 2026 Jul 29, 2026
Centiva Capital, LP History No change 9,735 401 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 9,697 399 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 9,541 393 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 12, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 11,510 392 0.07% 0.08% 222 0 0.0% Q3 2026 Oct 13, 2026
PCM Encore, LLC History No change 9,446 389 0.07% 0.07% 223 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 9,270 382 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 07, 2026
Ensign Peak Advisors, Inc History No change 8,946 368 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 8,719 359 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 8,622 355 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 06, 2026
Schonfeld Strategic Advisors LLC History No change 8,478 349 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History Reduced 10,080 344 0.0% 0.0% 229 -530 -5.0% Q3 2026 Nov 03, 2026
Vident Advisory, LLC History No change 8,317 342 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 12, 2026
WINTON GROUP Ltd History No change 8,100 334 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Personalized Indexing Management, LLC History No change 7,941 327 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 9,461 322 0.0% 0.0% 233 -252 -2.59% Q3 2026 Oct 27, 2026
Round Rock Advisors LLC History No change 7,640 315 0.04% 0.04% 234 0 0.0% Q2 2026 Aug 12, 2026
Amundi History No change 7,586 312 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 11, 2026
Kings Path Partners LLC History Added to 9,110 310 0.08% 0.07% 237 +2,965 48.25% Q3 2026 Oct 21, 2026
GSA CAPITAL PARTNERS LLP History No change 7,507 310 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 06, 2026
AXQ CAPITAL, LP History No change 7,408 305 0.03% 0.03% 238 0 0.0% Q2 2026 Aug 06, 2026
SIT INVESTMENT ASSOCIATES INC History No change 7,290 301 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 12, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 8,420 287 0.02% 0.02% 240 0 0.0% Q3 2026 Nov 03, 2026
Atria Investments, Inc History Added to 8,180 279 0.0% 0.0% 241 +433 5.59% Q3 2026 Oct 15, 2026
Crossmark Global Holdings, Inc. History Reduced 7,990 272 0.0% 0.0% 243 -250 -3.03% Q3 2026 Oct 21, 2026
TORONTO DOMINION BANK History No change 6,593 272 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 6,432 265 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 7,716 263 0.0% 0.0% 245 +1,491 23.95% Q3 2026 Oct 20, 2026
Argos Wealth Advisors, LLC History Reduced 7,532 257 0.07% 0.09% 246 -1,003 -11.75% Q3 2026 Nov 02, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 6,120 252 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 6,108 251 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 6,026 248 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 6,008 247 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 5,771 237 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 6,876 234 0.0% — 252 +6,876 New Q3 2026 Oct 28, 2026
DnB Asset Management AS History No change 5,610 231 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 11, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 5,514 227 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History No change 5,400 222 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 5,332 219 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 05, 2026
M&T BANK CORP History No change 5,253 216 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 04, 2026
Abel Hall, LLC History Reduced 5,980 204 0.04% 0.04% 260 -278 -4.44% Q3 2026 Oct 19, 2026
PINNACLE ASSOCIATES LTD History Added to 5,998 204 0.0% 0.0% 258 +2 0.03% Q3 2026 Oct 20, 2026
Vestcor Inc History No change 4,956 204 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 11, 2026
Callan Family Office, LLC History No change 4,901 202 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History Added to 4,689 160 0.0% 0.0% 262 +166 3.67% Q3 2026 Oct 16, 2026
Tower Research Capital LLC (TRC) History No change 3,510 144 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 11, 2026
Northwest & Ethical Investments L.P. History No change 3,477 144 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT SECURITIES GROUP LLC History No change 3,295 135 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 03, 2026
KBC Group NV History No change 3,933 134 0.0% 0.0% 266 0 0.0% Q3 2026 Oct 22, 2026
Arax Advisory Partners History No change 3,001 123 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History No change 3,500 122 0.0% 0.0% 268 0 0.0% Q3 2026 Oct 16, 2026
GAMMA Investing LLC History Added to 3,262 111 0.0% 0.0% 269 +101 3.2% Q3 2026 Oct 08, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 2,716 92 0.01% 0.01% 270 -26 -0.95% Q3 2026 Oct 27, 2026
BNP Paribas Asset Management Holding S.A. History No change 2,094 86 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,827 75 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 17, 2026
Persistent Asset Partners Ltd History No change 1,826 75 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History Reduced 2,176 74 0.0% 0.0% 274 -206 -8.65% Q3 2026 Nov 03, 2026
Graticule Asia Macro Advisors LLC History No change 1,699 70 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 1,512 62 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 1,370 56 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 1,239 51 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 1,476 50 0.0% 0.0% 279 0 0.0% Q3 2026 Oct 27, 2026
Smartleaf Asset Management LLC History No change 1,204 50 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 1,199 49 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 13, 2026
Nykredit A/S History No change 1,123 46 0.0% 0.0% 282 0 0.0% Q2 2026 Sep 08, 2026
Farther Finance Advisors, LLC History Added to 1,274 43 0.0% 0.0% 283 +212 19.96% Q3 2026 Oct 08, 2026
Salomon & Ludwin, LLC History Added to 1,066 36 0.0% 0.0% 285 +405 61.27% Q3 2026 Oct 29, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 892 36 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 881 36 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 1,013 34 0.0% 0.0% 289 +34 3.47% Q3 2026 Oct 01, 2026
FIRST HORIZON CORP History No change 1,012 34 0.0% 0.0% 287 0 0.0% Q3 2026 Oct 26, 2026
EverSource Wealth Advisors, LLC History No change 838 34 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 764 31 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 681 29 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 625 26 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 13, 2026
Kemnay Advisory Services Inc. History No change 616 25 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 692 23 0.0% 0.0% 294 0 0.0% Q3 2026 Oct 21, 2026
US BANCORP \DE\ History No change 432 17 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 12, 2026
Root Financial Partners, LLC History New 415 14 0.0% — 296 +415 New Q3 2026 Oct 21, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 327 13 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 297 12 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 270 11 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 254 10 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 31, 2026
SJS Investment Consulting Inc. History Added to 279 9 0.0% 0.0% 301 +89 46.84% Q3 2026 Oct 26, 2026
Federation des caisses Desjardins du Quebec History No change 218 8 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 13, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 170 7 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 174 7 0.0% 0.0% 304 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 176 7 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 13, 2026
Quent Capital, LLC History No change 175 7 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 180 7 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 11, 2026
Provenance Wealth Advisors, LLC History New 177 6 0.0% — 312 +177 New Q3 2026 Oct 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 160 6 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 184 6 0.0% 0.0% 309 0 0.0% Q3 2026 Oct 20, 2026
NewEdge Advisors, LLC History No change 150 6 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 12, 2026
CVA Family Office, LLC History No change 163 6 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History Added to 165 5 0.0% 0.0% 314 +4 2.48% Q3 2026 Oct 14, 2026
High Note Wealth, LLC History No change 156 5 0.0% 0.0% 313 0 0.0% Q3 2026 Oct 27, 2026
JFS WEALTH ADVISORS, LLC History Reduced 129 4 0.0% 0.0% 316 -11 -7.86% Q3 2026 Nov 03, 2026
Essential Partners LLC History Reduced 124 4 0.0% 0.0% 320 -6 -4.62% Q3 2026 Oct 14, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 114 4 0.0% 0.0% 315 0 0.0% Q2 2026 Oct 30, 2026
Continuum Advisory, LLC History No change 105 4 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 06, 2026
Rossby Financial, LCC History No change 99 4 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 04, 2026
WPG Advisers, LLC History No change 118 4 0.0% 0.0% 319 0 0.0% Q3 2026 Oct 27, 2026
BFC Planning, Inc. History No change 114 4 0.0% 0.0% 321 0 0.0% Q2 2026 Oct 29, 2026
Caitong International Asset Management Co., Ltd History New 106 3 0.0% — 326 +106 New Q3 2026 Oct 29, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 108 3 0.0% 0.0% 322 +46 74.19% Q3 2026 Oct 22, 2026
Parkside Financial Bank & Trust History Added to 116 3 0.0% 0.0% 323 +44 61.11% Q3 2026 Oct 27, 2026
Retirement Wealth Solutions LLC History No change 106 3 0.0% 0.0% 324 0 0.0% Q3 2026 Oct 07, 2026
Silver Grove Financial Group, Inc. History No change 96 3 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Wealth Management, LLC History New 71 2 0.0% — 332 +71 New Q3 2026 Nov 03, 2026
Creative Capital Management Investments LLC History Added to 65 2 0.0% 0.0% 330 +33 103.13% Q3 2026 Oct 27, 2026
SIGNATUREFD, LLC History No change 79 2 0.0% 0.0% 327 0 0.0% Q3 2026 Oct 23, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 69 2 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 04, 2026
Cape Investment Advisory, Inc. History No change 86 2 0.0% 0.0% 329 0 0.0% Q3 2026 Oct 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 59 2 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History New 34 1 0.0% — 336 +34 New Q3 2026 Oct 05, 2026
IFG Advisory, LLC History No change 28 1 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 13, 2026
Quarry LP History No change 43 1 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 14, 2026
Park Place Capital Corp History No change 47 1 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History Closed out 0 0 — 0.0% — -6,349 -100.0% Q3 2026 Oct 28, 2026
PROFUND ADVISORS LLC History Closed out 0 0 — 0.01% — -5,970 -100.0% Q3 2026 Oct 28, 2026
LANARK FINANCIAL, INC. History Closed out 0 0 — 0.01% — -3,521 -100.0% Q3 2026 Oct 26, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.1% — -2,733 -100.0% Q3 2026 Nov 03, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Closed out 0 0 — 0.0% — -2,523 -100.0% Q3 2026 Oct 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -37 -100.0% Q3 2026 Nov 02, 2026
VALLEY NATIONAL ADVISERS INC History New 21 0 — — — +21 New Q3 2026 Oct 23, 2026
UMB Private Wealth Management, LLC History New 11 0 — — — +11 New Q3 2026 Oct 19, 2026
Covestor Ltd History Reduced 12 0 — 0.0% — -8 -40.0% Q3 2026 Oct 30, 2026
Bay Harbor Wealth Management, LLC History Added to 24 0 — — — +7 41.18% Q3 2026 Nov 03, 2026
Davis Capital Management History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 08, 2026
FINANCIAL CONSULATE, INC History New 3 0 — — — +3 New Q3 2026 Oct 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 8 0 — — — -2 -20.0% Q3 2026 Oct 09, 2026
DecisionPoint Financial, LLC History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 27, 2026
True Wealth Design, LLC History Added to 19 0 — — — +1 5.56% Q3 2026 Oct 13, 2026
Clearstead Advisors, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
GHP Investment Advisors, Inc. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Plante Moran Financial Advisors, LLC History No change 22 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 21 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 24 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 17 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
CoreCap Advisors, LLC History No change 6 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Evolution Advisers, Inc. History No change 19 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 3 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
DiNuzzo Private Wealth, Inc. History No change 20 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
LRI Investments, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Ankerstar Wealth, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Navigoe, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HFM Investment Advisors, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Investors Portfolio Services LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 14, 2026