ORMAT TECHNOLOGIES, INC. - ORA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 8,231,164 896,373 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,060,774 333,318 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,666,310 290,361 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 2,514,455 273,824 0.01% 0.01% 4 0 0.0% Q2 2026 Sep 22, 2026
Clal Insurance Enterprises Holdings Ltd History No change 2,382,484 259,568 1.16% 1.16% 5 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 2,350,185 255,935 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,790,792 195,049 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,963,256 179,618 0.03% 0.04% 8 +28,834 1.49% Q3 2026 Nov 04, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 1,594,474 173,638 0.1% 0.1% 9 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 1,402,771 152,967 0.1% 0.1% 10 0 0.0% Q2 2026 Oct 27, 2026
Global Alpha Capital Management Ltd. History No change 1,359,802 148,174 8.88% 8.88% 11 0 0.0% Q2 2026 Aug 12, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,201,526 130,846 0.84% 0.84% 12 0 0.0% Q2 2026 Aug 10, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 1,297,863 118,741 0.56% 0.69% 13 0 0.0% Q3 2026 Nov 02, 2026
Invesco Ltd. History No change 1,009,890 109,977 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 920,187 100,208 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
Y.D. More Investments Ltd History Reduced 994,347 90,277 2.6% 3.48% 16 -30,079 -2.94% Q3 2026 Nov 02, 2026
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD History No change 94,500 86,458 1.96% 0.52% 17 0 0.0% Q3 2026 Nov 02, 2026
NORTHERN TRUST CORP History No change 775,070 84,405 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 749,456 81,616 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 713,040 77,650 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 652,293 71,034 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 779,833 71,017 0.46% 0.46% 22 +155,990 25.0% Q3 2026 Oct 28, 2026
Van Berkom & Associates Inc. History Added to 706,446 64,633 2.3% 1.68% 23 +226,654 47.24% Q3 2026 Nov 04, 2026
Squarepoint Ops LLC History No change 577,602 62,900 0.07% 0.07% 24 0 0.0% Q2 2026 Aug 14, 2026
Erste Asset Management GmbH History No change 551,738 60,943 0.47% 0.47% 25 0 0.0% Q2 2026 Jul 28, 2026
Phoenix Financial Ltd. History No change 554,281 60,361 0.41% 0.41% 26 0 0.0% Q2 2026 Aug 11, 2026
Impax Asset Management Group plc History No change 512,972 55,862 0.36% 0.36% 27 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 481,534 52,439 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 438,362 47,737 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
JUPITER ASSET MANAGEMENT LTD History No change 428,672 46,682 0.23% 0.23% 30 0 0.0% Q2 2026 Aug 10, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 424,510 46,229 0.27% 0.27% 31 0 0.0% Q2 2026 Aug 14, 2026
Altshuler Shaham Ltd History No change 420,221 45,860 0.57% 0.57% 32 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 407,890 44,419 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 398,714 43,419 0.08% 0.08% 34 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 385,812 42,014 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 375,044 40,842 0.0% 0.0% 36 0 0.0% Q2 2026 Sep 02, 2026
Bank of New York Mellon Corp History Reduced 440,943 40,341 0.01% 0.01% 37 -4,775 -1.07% Q3 2026 Nov 05, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 355,297 39,249 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 353,058 38,448 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 03, 2026
PEAK6 LLC History No change 345,089 37,580 0.08% 0.08% 40 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 344,557 37,522 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 302,091 32,897 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 283,685 31,639 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 12, 2026
Amundi History No change 283,522 30,891 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 11, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 276,940 30,158 0.07% 0.07% 45 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 261,214 28,452 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 248,969 27,112 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 247,009 26,899 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 238,227 25,942 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 11, 2026
Empower Advisory Group, LLC History No change 234,142 25,498 0.06% 0.06% 50 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 228,184 24,849 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 11, 2026
Ranger Investment Management, L.P. History No change 224,096 24,404 1.54% 1.54% 52 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 215,978 23,520 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 194,203 21,149 0.06% 0.06% 54 0 0.0% Q2 2026 Jul 10, 2026
RHUMBLINE ADVISERS History No change 187,947 20,467 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 165,357 18,007 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 160,631 17,492 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 12, 2026
MIZUHO MARKETS AMERICAS LLC History No change 160,316 17,458 0.27% 0.27% 58 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 158,727 17,285 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 181,665 16,620 2.52% 2.61% 60 0 0.0% Q3 2026 Oct 29, 2026
Retirement Systems of Alabama History Reduced 180,001 16,468 0.05% 0.06% 61 -127 -0.07% Q3 2026 Nov 04, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 147,901 16,106 0.5% 0.5% 62 0 0.0% Q2 2026 Aug 10, 2026
Aperture Investors, LLC History No change 143,893 15,669 1.42% 1.42% 63 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 126,203 14,124 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 122,134 13,300 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 121,658 13,248 0.0% 0.0% 66 0 0.0% Q2 2026 Sep 23, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 143,802 13,156 0.01% 0.01% 67 -94,757 -39.72% Q3 2026 Nov 02, 2026
KBC Group NV History Added to 138,293 12,652 0.03% 0.03% 68 +8,577 6.61% Q3 2026 Oct 22, 2026
Russell Investments Group, Ltd. History No change 115,031 12,526 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 06, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 99,075 10,789 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 13, 2026
AGF MANAGEMENT LTD History Reduced 117,173 10,720 0.04% 0.05% 71 -1,624 -1.37% Q3 2026 Nov 03, 2026
GABELLI FUNDS LLC History No change 95,450 10,394 0.07% 0.07% 72 0 0.0% Q2 2026 Aug 12, 2026
Guinness Asset Management LTD History Added to 109,867 10,051 0.16% 0.19% 73 +4,213 3.99% Q3 2026 Nov 05, 2026
JENNISON ASSOCIATES LLC History No change 91,938 10,012 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 03, 2026
Yelin Lapidot Holdings Management Ltd. History Added to 107,175 9,805 1.79% 2.19% 75 +1,000 0.94% Q3 2026 Oct 26, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 89,957 9,796 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 88,872 9,678 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
RWC Asset Management LLP History Added to 104,265 9,539 0.35% 0.4% 78 +6,976 7.17% Q3 2026 Oct 22, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 83,167 9,057 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 82,700 9,006 0.08% 0.08% 80 0 0.0% Q2 2026 Aug 12, 2026
Telemark Asset Management, LLC History No change 80,000 8,712 0.63% 0.63% 81 0 0.0% Q2 2026 Aug 10, 2026
IMC-Chicago, LLC History Added to 90,945 8,320 0.0% 0.0% 82 +17,776 24.29% Q3 2026 Nov 05, 2026
AMERIPRISE FINANCIAL INC History No change 74,661 8,130 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 72,722 7,919 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 70,573 7,685 0.07% 0.07% 85 0 0.0% Q2 2026 Aug 10, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 70,532 7,680 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 24, 2026
WELLS FARGO & COMPANY/MN History No change 69,770 7,597 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 65,122 7,091 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 64,500 7,024 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 64,486 7,022 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 06, 2026
GROUP ONE TRADING LLC History No change 59,469 6,476 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 59,014 6,426 0.01% 0.01% 92 0 0.0% Q2 2026 Sep 09, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 57,954 6,311 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
ALPS ADVISORS INC History Added to 68,938 6,307 0.03% 0.03% 94 +6,872 11.07% Q3 2026 Nov 02, 2026
LGT CAPITAL PARTNERS LTD. History No change 57,850 6,299 0.32% 0.32% 95 0 0.0% Q2 2026 Aug 05, 2026
XTX Topco Ltd History No change 57,749 6,288 0.08% 0.08% 96 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 55,017 5,991 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 07, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 54,205 5,902 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Added to 54,835 5,016 0.11% 0.07% 99 +23,038 72.45% Q3 2026 Oct 16, 2026
CITIGROUP INC History Reduced 54,748 5,008 0.0% 0.0% 100 -79,596 -59.25% Q3 2026 Nov 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 45,446 4,949 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Nicholas Investment Partners, LP History No change 45,294 4,932 0.28% 0.28% 102 0 0.0% Q2 2026 Aug 14, 2026
Eos Management, L.P. History No change 53,495 4,894 1.92% 2.31% 103 0 0.0% Q3 2026 Oct 27, 2026
Raiffeisen Bank International AG History Reduced 50,648 4,622 0.05% 0.07% 104 -177 -0.35% Q3 2026 Oct 28, 2026
Jump Financial, LLC History No change 41,540 4,523 0.04% 0.04% 105 0 0.0% Q2 2026 Aug 13, 2026
EAGLE GLOBAL ADVISORS LLC History No change 49,400 4,519 0.15% 0.18% 106 0 0.0% Q3 2026 Nov 02, 2026
Tidal Investments LLC History No change 40,573 4,418 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 40,260 4,386 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 13, 2026
Dorsey Wright & Associates History No change 39,556 4,307 0.73% 0.73% 109 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History Reduced 43,829 4,009 0.0% 0.0% 110 -3,280 -6.96% Q3 2026 Nov 04, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 36,051 3,925 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 14, 2026
GREAT LAKES ADVISORS, LLC History No change 34,678 3,776 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 32,782 3,570 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 13, 2026
DnB Asset Management AS History No change 32,147 3,500 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 31,772 3,460 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 19, 2026
Waverly Advisors, LLC History No change 30,748 3,348 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 14, 2026
Candriam S.C.A. History Reduced 36,407 3,343 0.01% 0.03% 117 -22,510 -38.21% Q3 2026 Nov 03, 2026
READYSTATE ASSET MANAGEMENT LP History No change 29,060 3,164 0.11% 0.11% 118 0 0.0% Q2 2026 Aug 14, 2026
SHELTON CAPITAL MANAGEMENT History No change 28,227 3,073 0.06% 0.06% 119 0 0.0% Q2 2026 Aug 14, 2026
Ilex Capital Partners (UK) LLP History No change 28,182 3,069 0.06% 0.06% 120 0 0.0% Q2 2026 Aug 14, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 28,015 3,050 0.4% 0.4% 121 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 27,333 2,979 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 32,280 2,953 0.01% 0.01% 123 0 0.0% Q3 2026 Oct 22, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 27,043 2,944 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 29, 2026
VAN ECK ASSOCIATES CORP History No change 25,736 2,802 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 25,268 2,751 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 25,223 2,746 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 24,126 2,627 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 24,000 2,613 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 23,891 2,601 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Swedbank AB History No change 28,425 2,600 0.0% 0.0% 131 0 0.0% Q3 2026 Oct 27, 2026
NATIXIS History No change 23,600 2,570 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 13, 2026
Northwest & Ethical Investments L.P. History No change 22,227 2,420 0.06% 0.06% 133 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History Added to 26,390 2,414 0.02% 0.02% 134 +261 1.0% Q3 2026 Oct 23, 2026
Walleye Capital LLC History No change 22,153 2,412 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 03, 2026
DUDLEY & SHANLEY, INC. History No change 26,100 2,387 0.38% 0.43% 136 0 0.0% Q3 2026 Oct 06, 2026
MARSHALL WACE, LLP History No change 21,499 2,341 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 21,203 2,309 0.15% 0.15% 138 0 0.0% Q2 2026 Jul 31, 2026
ROYAL BANK OF CANADA History No change 20,814 2,267 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 20,145 2,193 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 19,245 2,096 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 13, 2026
UniSuper Management Pty Ltd History Reduced 22,303 2,040 0.01% 0.01% 142 -2,049 -8.41% Q3 2026 Oct 26, 2026
TUDOR INVESTMENT CORP ET AL History No change 18,600 2,025 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 18,586 2,024 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 18,544 2,019 0.02% 0.02% 145 0 0.0% Q2 2026 Jul 23, 2026
Schonfeld Strategic Advisors LLC History No change 18,520 2,016 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 21,797 1,994 0.02% 0.02% 147 -411 -1.85% Q3 2026 Oct 23, 2026
HSBC HOLDINGS PLC History No change 18,082 1,969 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 18,036 1,964 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
M&G Plc History Added to 21,507 1,957 0.01% 0.01% 150 +5,687 35.95% Q3 2026 Nov 04, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 17,787 1,937 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
State of New Jersey Common Pension Fund D History No change 20,595 1,884 0.01% 0.01% 152 0 0.0% Q3 2026 Nov 05, 2026
Ameritas Investment Partners, Inc. History No change 17,016 1,853 0.05% 0.05% 153 0 0.0% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History No change 16,005 1,742 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Added to 18,300 1,674 0.03% 0.03% 155 +300 1.67% Q3 2026 Oct 20, 2026
NATIXIS ADVISORS, LLC History No change 15,238 1,659 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History Added to 18,025 1,649 0.05% 0.05% 157 +1,471 8.89% Q3 2026 Oct 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 14,929 1,625 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 10, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 14,728 1,603 0.09% 0.09% 159 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 14,655 1,595 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 17,321 1,584 0.01% 0.01% 161 +531 3.16% Q3 2026 Nov 03, 2026
Achmea Investment Management B.V. History New 17,000 1,556 0.01% — 162 +17,000 New Q3 2026 Oct 30, 2026
STIFEL FINANCIAL CORP History No change 14,047 1,529 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 13,823 1,505 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 12, 2026
Union Bancaire Privee, UBP SA History Reduced 18,242 1,501 0.01% 0.03% 165 -12,392 -40.45% Q3 2026 Nov 04, 2026
SG Americas Securities, LLC History No change 20,791 1,488 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 07, 2026
DekaBank Deutsche Girozentrale History Added to 15,977 1,459 0.0% 0.0% 167 +7,639 91.62% Q3 2026 Oct 27, 2026
Creative Planning History Reduced 15,923 1,456 0.0% 0.0% 168 -1,465 -8.43% Q3 2026 Nov 02, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 15,868 1,451 0.02% 0.02% 169 -907 -5.41% Q3 2026 Oct 22, 2026
Ethic Inc. History Added to 14,764 1,350 0.02% 0.02% 170 +2,743 22.82% Q3 2026 Nov 03, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 14,679 1,342 0.01% 0.01% 171 -33 -0.22% Q3 2026 Nov 03, 2026
Janney Montgomery Scott LLC History No change 12,239 1,333 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 05, 2026
Leonteq Securities AG History Added to 14,526 1,328 0.05% 0.05% 173 +1,508 11.58% Q3 2026 Oct 29, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 14,400 1,317 0.01% 0.01% 174 0 0.0% Q3 2026 Oct 27, 2026
Pathstone Holdings, LLC History No change 12,009 1,307 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 12,000 1,306 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History No change 11,945 1,300 0.11% 0.11% 177 0 0.0% Q2 2026 Aug 06, 2026
BAILARD, INC. History No change 14,204 1,299 0.03% 0.03% 178 0 0.0% Q3 2026 Oct 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 11,905 1,296 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
Hollow Brook Wealth Management LLC History Reduced 14,141 1,293 0.22% 0.33% 180 -1,179 -7.7% Q3 2026 Oct 29, 2026
Ballentine Partners, LLC History No change 11,473 1,249 0.02% 0.02% 181 0 0.0% Q2 2026 Jul 17, 2026
Quantinno Capital Management LP History No change 11,472 1,249 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 13,590 1,243 0.0% 0.0% 183 -170 -1.24% Q3 2026 Nov 05, 2026
PRUDENTIAL FINANCIAL INC History No change 11,407 1,242 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 12, 2026
Veracity Capital LLC History Added to 13,127 1,201 0.32% 0.38% 185 +69 0.53% Q3 2026 Oct 08, 2026
FIFTH THIRD BANCORP History Reduced 13,100 1,198 0.0% 0.0% 186 -1,240 -8.65% Q3 2026 Nov 05, 2026
SEB Asset Management AB History Reduced 12,791 1,170 0.0% 0.01% 187 -2,918 -18.58% Q3 2026 Nov 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 12,750 1,166 0.01% 0.01% 188 +37 0.29% Q3 2026 Oct 29, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 12,500 1,144 0.03% 0.03% 189 0 0.0% Q3 2026 Nov 05, 2026
Equitable Holdings, Inc. History No change 10,436 1,136 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 17, 2026
Vanguard Personalized Indexing Management, LLC History No change 10,370 1,129 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History Reduced 11,961 1,094 0.0% 0.0% 192 -428 -3.45% Q3 2026 Oct 28, 2026
MML INVESTORS SERVICES, LLC History No change 9,901 1,078 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 07, 2026
Advisors Asset Management, Inc. History No change 9,803 1,067 0.02% 0.02% 194 0 0.0% Q2 2026 Aug 13, 2026
Pacer Advisors, Inc. History No change 9,641 1,050 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Reduced 11,106 1,016 0.01% 0.01% 196 -485 -4.18% Q3 2026 Nov 03, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 11,000 1,006 0.01% 0.0% 197 +4,400 66.67% Q3 2026 Oct 28, 2026
Pictet Asset Management Holding SA History Added to 10,652 974 0.0% 0.0% 198 +250 2.4% Q3 2026 Nov 03, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 8,810 959 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 06, 2026
Vestmark Advisory Solutions, Inc. History No change 8,780 956 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 8,642 941 0.02% 0.02% 201 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 7,887 858 0.14% 0.14% 202 0 0.0% Q2 2026 Aug 04, 2026
NATURAL INVESTMENTS, LLC History No change 7,712 839 0.18% 0.18% 203 0 0.0% Q2 2026 Jul 31, 2026
Chicago Partners Investment Group LLC History New 9,572 833 0.02% — 204 +9,572 New Q3 2026 Oct 26, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 7,320 797 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 13, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 7,035 766 0.4% 0.4% 206 0 0.0% Q2 2026 Jul 29, 2026
Harrington Investments, INC History Added to 8,214 751 0.36% 0.43% 207 +150 1.86% Q3 2026 Oct 14, 2026
ODDO BHF ASSET MANAGEMENT SAS History No change 6,839 744 0.03% 0.03% 208 0 0.0% Q2 2026 Aug 13, 2026
STRS OHIO History Reduced 8,100 741 0.0% 0.01% 209 -9,100 -52.91% Q3 2026 Oct 30, 2026
State of Alaska, Department of Revenue History Reduced 7,913 723 0.01% 0.01% 210 -17 -0.21% Q3 2026 Oct 15, 2026
ALLSTATE CORP History No change 6,620 720 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 13, 2026
Abacus Wealth Partners, LLC History Reduced 7,787 712 0.08% 0.09% 212 -288 -3.57% Q3 2026 Nov 03, 2026
AlphaGrep UK Ltd History No change 6,474 705 0.21% 0.21% 213 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 6,400 696 0.02% 0.02% 214 0 0.0% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,333 690 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 10, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 7,165 655 0.0% 0.0% 216 -23 -0.32% Q3 2026 Nov 04, 2026
Skaana Management L.P. History No change 6,000 653 0.14% 0.14% 217 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 7,136 652 0.01% 0.01% 218 -771 -9.75% Q3 2026 Oct 15, 2026
Green Alpha Advisors, LLC History Added to 7,050 644 0.44% 0.44% 219 +987 16.28% Q3 2026 Oct 08, 2026
EVERETT HARRIS & CO /CA/ History No change 7,000 640 0.01% 0.01% 220 0 0.0% Q3 2026 Oct 28, 2026
Inspire Investing, LLC History Added to 6,969 637 0.03% 0.03% 221 +748 12.02% Q3 2026 Oct 22, 2026
US BANCORP \DE\ History Added to 6,953 636 0.0% 0.0% 222 +177 2.61% Q3 2026 Nov 05, 2026
Perigon Wealth Management, LLC History Added to 6,912 632 0.01% 0.01% 223 +1,865 36.95% Q3 2026 Oct 22, 2026
Tower Research Capital LLC (TRC) History No change 5,780 629 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 11, 2026
Vident Advisory, LLC History No change 5,699 620 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 5,519 601 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 06, 2026
EVEXIA WEALTH LLC History Added to 6,885 599 0.17% 0.15% 227 +1,367 24.77% Q3 2026 Nov 05, 2026
BNP Paribas Asset Management Holding S.A. History No change 5,474 596 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Technology Lab Private Ltd History No change 5,440 592 0.13% 0.13% 229 0 0.0% Q2 2026 Aug 13, 2026
Robeco Institutional Asset Management B.V. History Reduced 6,396 585 0.0% 0.0% 230 -23 -0.36% Q3 2026 Oct 20, 2026
GUGGENHEIM CAPITAL LLC History No change 5,303 577 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 12, 2026
CoreCommodity Management, LLC History No change 5,301 577 0.11% 0.11% 232 0 0.0% Q2 2026 Aug 14, 2026
Guinness Atkinson Asset Management Inc History Added to 6,230 569 0.25% 0.3% 233 +170 2.81% Q3 2026 Nov 05, 2026
OSAIC HOLDINGS, INC. History No change 5,156 561 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 5,096 554 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 14, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 5,000 544 0.1% 0.1% 236 0 0.0% Q2 2026 Aug 17, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 4,892 532 0.03% 0.03% 237 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,818 524 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 4,748 517 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 5,489 502 0.0% 0.0% 240 +197 3.72% Q3 2026 Oct 20, 2026
BFC Planning, Inc. History No change 4,596 500 0.02% 0.02% 241 0 0.0% Q2 2026 Oct 29, 2026
Sequoia Financial Advisors, LLC History No change 4,510 491 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 17, 2026
SIH Partners, LLLP History No change 4,508 490 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 4,437 483 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 13, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 4,580 479 0.02% 0.02% 245 0 0.0% Q2 2026 Jul 23, 2026
VestGen Investment Management History No change 4,379 476 0.25% 0.25% 246 0 0.0% Q2 2026 Jul 31, 2026
Ensign Peak Advisors, Inc History No change 4,369 475 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 4,353 473 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA SECURITIES, LLC History No change 4,343 472 0.04% 0.04% 249 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 4,269 464 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 13, 2026
Fieldview Capital Management, LLC History No change 4,217 459 0.13% 0.13% 251 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 4,192 456 0.02% 0.02% 252 0 0.0% Q2 2026 Jul 23, 2026
CenterBook Partners LP History New 4,846 443 0.02% — 253 +4,846 New Q3 2026 Nov 02, 2026
FULCRUM WEALTH ADVISORS, LLC History New 4,515 413 0.29% — 254 +4,515 New Q3 2026 Oct 16, 2026
Bridgewater Associates, LP History No change 3,726 405 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History Reduced 4,374 400 0.01% 0.01% 256 -23 -0.52% Q3 2026 Oct 21, 2026
Swiss Life Asset Management Ltd History Added to 4,314 394 0.0% 0.0% 257 +103 2.45% Q3 2026 Nov 03, 2026
AIA Group Ltd History No change 4,031 368 0.0% 0.01% 258 0 0.0% Q3 2026 Oct 30, 2026
Kings Path Partners LLC History Added to 3,950 361 0.09% 0.09% 259 +960 32.11% Q3 2026 Oct 21, 2026
Harvest Portfolios Group Inc. History No change 3,243 353 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 3,215 350 0.0% 0.0% 261 0 0.0% Q2 2026 Sep 02, 2026
Corient IA LP History No change 3,220 350 0.32% 0.32% 262 0 0.0% Q2 2026 Aug 12, 2026
Nykredit A/S History No change 3,137 341 0.0% 0.0% 263 0 0.0% Q2 2026 Sep 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,059 333 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 3,063 333 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 27, 2026
Magnetar Financial LLC History No change 3,014 328 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 2,902 316 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Saba Capital Management, L.P. History No change 2,814 306 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 2,800 304 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History No change 2,783 303 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 13, 2026
Ridge Creek Global, Inc History No change 2,781 302 0.23% 0.23% 271 0 0.0% Q2 2026 Aug 11, 2026
Reynders McVeigh Capital Management, LLC History Reduced 3,293 301 0.01% 0.02% 272 -102 -3.0% Q3 2026 Oct 30, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 2,690 292 0.01% 0.01% 273 0 0.0% Q3 2026 Oct 15, 2026
Legacy Capital Group California, Inc. History No change 2,627 286 0.09% 0.09% 274 0 0.0% Q2 2026 Jul 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,625 285 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,212 284 0.0% 0.0% 276 +944 41.62% Q3 2026 Oct 13, 2026
Caprock Group, LLC History No change 2,600 283 0.01% 0.01% 277 0 0.0% Q2 2026 Jul 27, 2026
VIRTUS ADVISERS, LLC History No change 2,594 282 0.11% 0.11% 278 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 2,550 277 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 2,502 272 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 10, 2026
LBP AM SA History No change 2,474 269 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 24, 2026
American Trust Investment Advisors, LLC History No change 2,415 262 0.13% 0.13% 282 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Reduced 2,782 254 0.0% 0.01% 283 -573 -17.08% Q3 2026 Nov 03, 2026
Cambridge Investment Research Advisors, Inc. History Added to 2,742 251 0.0% 0.0% 284 +799 41.12% Q3 2026 Nov 02, 2026
FIDUCIARY TRUST CO History No change 2,285 248 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History New 2,654 242 0.0% — 287 +2,654 New Q3 2026 Oct 20, 2026
Park Capital Management, LLC / WI History New 2,653 242 0.12% — 288 +2,653 New Q3 2026 Oct 13, 2026
Fifth Third Wealth Advisors LLC History Added to 2,654 242 0.01% 0.01% 286 +684 34.72% Q3 2026 Oct 22, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 2,202 240 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 10, 2026
PROFUND ADVISORS LLC History Reduced 2,580 236 0.01% 0.01% 290 -105 -3.91% Q3 2026 Oct 28, 2026
Crestwood Advisors Group, LLC History Reduced 2,552 233 0.0% 0.0% 291 -99 -3.73% Q3 2026 Oct 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,130 232 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History No change 2,109 229 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 12, 2026
CIBC Asset Management Inc History Added to 2,483 227 0.0% 0.0% 294 +44 1.8% Q3 2026 Nov 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,920 222 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 14, 2026
S&CO INC History No change 2,000 217 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 06, 2026
Firsthand Capital Management, Inc. History No change 2,000 217 0.35% 0.35% 297 0 0.0% Q2 2026 Aug 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 2,363 216 0.01% 0.02% 298 -325 -12.09% Q3 2026 Nov 03, 2026
Axxion S.A. History Added to 2,322 212 0.01% 0.02% 299 +254 12.28% Q3 2026 Oct 22, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 2,316 211 0.0% 0.0% 301 -109 -4.49% Q3 2026 Nov 02, 2026
M&T BANK CORP History No change 1,937 211 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History New 2,283 208 0.0% — 303 +2,283 New Q3 2026 Oct 23, 2026
Lesa Sroufe & Co History No change 2,270 208 0.14% 0.18% 302 0 0.0% Q3 2026 Oct 29, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 1,901 207 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 14, 2026
Michael J. Porro & Co. Financial Advisors, Inc. History No change 2,258 206 0.12% 0.14% 305 0 0.0% Q3 2026 Oct 15, 2026
111 Capital History New 2,249 205 0.03% — 306 +2,249 New Q3 2026 Nov 03, 2026
TORONTO DOMINION BANK History No change 1,855 202 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 1,849 201 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 14, 2026
Smithfield Trust Co History No change 1,484 161 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History Added to 1,623 148 0.01% 0.01% 310 +210 14.86% Q3 2026 Oct 08, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 1,330 144 0.04% 0.04% 311 0 0.0% Q2 2026 Aug 07, 2026
DV Trading LLC History No change 1,201 130 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 1,140 124 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Added to 1,297 118 0.0% 0.0% 314 +116 9.82% Q3 2026 Oct 22, 2026
Farther Finance Advisors, LLC History Added to 1,232 112 0.0% 0.0% 315 +449 57.34% Q3 2026 Oct 08, 2026
GeoWealth Management, LLC History No change 932 101 0.0% 0.0% 316 0 0.0% Q2 2026 Jul 30, 2026
Fulcrum Asset Management LLP History New 956 87 0.0% — 317 +956 New Q3 2026 Nov 04, 2026
Basecamp Wealth Advisors LLC History No change 725 78 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 667 72 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 771 70 0.01% 0.01% 321 +33 4.47% Q3 2026 Oct 27, 2026
SIGNATUREFD, LLC History Reduced 766 70 0.0% 0.0% 320 -1 -0.13% Q3 2026 Oct 23, 2026
State of Wyoming History Reduced 582 53 0.0% 0.01% 322 -107 -15.53% Q3 2026 Oct 28, 2026
Versant Capital Management, Inc History Added to 579 52 0.0% 0.0% 323 +245 73.35% Q3 2026 Oct 01, 2026
WOLFF WIESE MAGANA LLC History No change 550 50 0.02% 0.03% 324 0 0.0% Q3 2026 Oct 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 426 46 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 17, 2026
Kemnay Advisory Services Inc. History No change 430 46 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 414 45 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 13, 2026
Balance Wealth Partners LLC History New 486 44 0.01% — 328 +486 New Q3 2026 Oct 27, 2026
SBI Securities Co., Ltd. History Reduced 468 42 0.0% 0.0% 330 -19 -3.9% Q3 2026 Oct 21, 2026
Arax Advisory Partners History No change 387 42 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 10, 2026
Caitong International Asset Management Co., Ltd History Reduced 458 41 0.0% 0.02% 332 -571 -55.49% Q3 2026 Oct 29, 2026
Root Financial Partners, LLC History New 454 41 0.0% — 333 +454 New Q3 2026 Oct 21, 2026
V-Square Quantitative Management LLC History Reduced 453 41 0.0% 0.01% 331 -98 -17.79% Q3 2026 Oct 15, 2026
Allworth Financial LP History No change 363 39 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 11, 2026
Optiver Holding B.V. History No change 351 38 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 12, 2026
Rosenberg Matthew Hamilton History No change 376 34 0.01% 0.01% 336 0 0.0% Q3 2026 Oct 05, 2026
Smartleaf Asset Management LLC History No change 309 34 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 12, 2026
Quantbot Technologies LP History No change 306 33 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 12, 2026
VSM Wealth Advisory, LLC History No change 308 33 0.01% 0.01% 339 0 0.0% Q2 2026 Jul 22, 2026
HM PAYSON & CO History No change 300 32 0.0% 0.0% 340 0 0.0% Q2 2026 Jul 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 300 32 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 283 31 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 12, 2026
Main Street Group, LTD History Added to 319 29 0.01% 0.01% 344 +60 23.17% Q3 2026 Oct 28, 2026
EverSource Wealth Advisors, LLC History Added to 318 29 0.0% 0.0% 343 +14 4.61% Q3 2026 Nov 04, 2026
Ascentis Wealth Management, LLC History New 296 27 0.0% — 345 +296 New Q3 2026 Nov 03, 2026
TD Waterhouse Canada Inc. History Reduced 287 25 0.0% 0.0% 346 -41 -12.5% Q3 2026 Oct 16, 2026
Eurizon Capital SGR S.p.A. History Reduced 254 23 0.0% 0.0% 347 -46 -15.33% Q3 2026 Nov 06, 2026
Markowski Investments History Added to 251 22 0.0% 0.0% 349 +49 24.26% Q3 2026 Oct 30, 2026
Godfrey Financial Associates, Inc. History No change 203 22 0.02% 0.02% 348 0 0.0% Q2 2026 Aug 11, 2026
DANSKE BANK A/S History No change 200 21 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 10, 2026
Torren Management, LLC History No change 220 20 0.01% 0.01% 351 0 0.0% Q3 2026 Oct 29, 2026
Strive Financial Group ,LLC History No change 180 19 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 14, 2026
True Wealth Design, LLC History No change 201 18 0.0% 0.0% 353 0 0.0% Q3 2026 Oct 13, 2026
Parkside Financial Bank & Trust History Added to 181 16 0.0% 0.0% 354 +23 14.56% Q3 2026 Oct 27, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 150 16 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 145 15 0.0% 0.0% 356 0 0.0% Q2 2026 Jul 31, 2026
Covestor Ltd History Added to 150 14 0.01% 0.01% 359 +21 16.28% Q3 2026 Oct 30, 2026
ROTHSCHILD INVESTMENT LLC History No change 137 14 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 06, 2026
Bogart Wealth, LLC History No change 135 14 0.0% 0.0% 358 0 0.0% Q2 2026 Jul 24, 2026
Bayforest Capital Ltd History Reduced 140 12 0.02% 0.13% 361 -1,138 -89.05% Q3 2026 Nov 03, 2026
HARBOUR INVESTMENTS, INC. History No change 110 12 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 12, 2026
Ascentis Independent Advisors History New 127 11 0.0% — 363 +127 New Q3 2026 Nov 03, 2026
Cape Investment Advisory, Inc. History No change 121 11 0.0% 0.0% 362 0 0.0% Q3 2026 Oct 13, 2026
Bay Harbor Wealth Management, LLC History Reduced 111 10 0.0% 0.0% 365 -1 -0.89% Q3 2026 Nov 03, 2026
NewEdge Advisors, LLC History No change 100 10 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 12, 2026
KERR FINANCIAL PLANNING Corp History No change 100 10 0.01% 0.01% 366 0 0.0% Q2 2026 Jul 02, 2026
Bell Investment Advisors, Inc History Added to 102 9 0.0% 0.0% 370 +21 25.93% Q3 2026 Oct 28, 2026
IFP Advisors, Inc History Reduced 107 9 0.0% 0.0% 368 -1 -0.93% Q3 2026 Oct 16, 2026
Westside Investment Management, Inc. History No change 100 9 0.0% 0.0% 367 0 0.0% Q3 2026 Nov 02, 2026
CVA Family Office, LLC History No change 83 9 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 88 9 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 13, 2026
Rakuten Securities, Inc. History Reduced 92 8 0.0% 0.0% 372 -48 -34.29% Q3 2026 Nov 02, 2026
Rossby Financial, LCC History Added to 75 6 0.0% 0.0% 375 +63 525.0% Q3 2026 Nov 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 69 6 0.0% 0.0% 373 -5 -6.76% Q3 2026 Oct 05, 2026
Acumen Wealth Advisors, LLC History No change 76 6 0.0% 0.0% 374 0 0.0% Q3 2026 Nov 05, 2026
Larson Financial Group LLC History Reduced 65 5 0.0% 0.0% 377 -12 -15.58% Q3 2026 Nov 05, 2026
JFS WEALTH ADVISORS, LLC History Reduced 57 5 0.0% 0.0% 376 -3 -5.0% Q3 2026 Nov 03, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Reduced 51 4 0.0% 0.0% 383 -3 -5.56% Q3 2026 Nov 03, 2026
Fortitude Family Office, LLC History Added to 54 4 0.0% 0.0% 382 +1 1.89% Q3 2026 Oct 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 38 4 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 52 4 0.0% 0.0% 379 0 0.0% Q3 2026 Oct 22, 2026
Institute for Wealth Management, LLC. History No change 39 4 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 28, 2026
Golden State Wealth Management, LLC History No change 51 4 0.0% 0.0% 381 0 0.0% Q3 2026 Nov 02, 2026
Keating Financial Advisory Services, Inc. History No change 38 4 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 11, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 42 4 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 14, 2026
Jacobi Capital Management LLC History New 37 3 0.0% — 390 +37 New Q3 2026 Nov 05, 2026
Prudent Man Investment Management, Inc. History New 33 3 0.0% — 391 +33 New Q3 2026 Nov 02, 2026
SJS Investment Consulting Inc. History Added to 43 3 0.0% 0.0% 388 +32 290.91% Q3 2026 Oct 26, 2026
PRIVATE TRUST CO NA History Added to 40 3 0.0% 0.0% 386 +4 11.11% Q3 2026 Oct 20, 2026
Geneos Wealth Management Inc. History No change 35 3 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 06, 2026
City State Bank History No change 40 3 0.0% 0.0% 389 0 0.0% Q3 2026 Oct 20, 2026
Valued Wealth Advisors LLC History New 24 2 0.0% — 399 +24 New Q3 2026 Nov 05, 2026
Creative Capital Management Investments LLC History Added to 27 2 0.0% 0.0% 396 +9 50.0% Q3 2026 Oct 27, 2026
ASSETMARK, INC History Reduced 24 2 0.0% 0.0% 394 -6 -20.0% Q3 2026 Oct 21, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 26 2 0.0% 0.0% 392 0 0.0% Q2 2026 Oct 30, 2026
Clearstead Advisors, LLC History No change 19 2 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 27 2 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 11, 2026
Downshift Financial, LLC History No change 32 2 0.0% 0.0% 397 0 0.0% Q3 2026 Oct 13, 2026
Hamrick Investment Counsel, llc History No change 25 2 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 20 1 0.0% — 412 +20 New Q3 2026 Oct 28, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 18 1 0.0% — 413 +18 New Q3 2026 Oct 16, 2026
FIRST HORIZON CORP History New 13 1 0.0% — 411 +13 New Q3 2026 Oct 26, 2026
Essential Partners LLC History Added to 13 1 0.0% — 410 +4 44.44% Q3 2026 Oct 14, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 12 1 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 15 1 0.0% 0.0% 401 0 0.0% Q2 2026 Jul 27, 2026
Clean Yield Group History No change 15 1 0.0% 0.0% 402 0 0.0% Q3 2026 Oct 28, 2026
Banque Cantonale Vaudoise History No change 14,551 1 0.0% 0.0% 403 0 0.0% Q2 2026 Jul 31, 2026
DiNuzzo Private Wealth, Inc. History No change 12 1 0.0% 0.0% 404 0 0.0% Q3 2026 Oct 15, 2026
Millstone Evans Group, LLC History No change 17 1 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 11, 2026
Rialto Wealth Management, LLC History No change 10 1 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 11, 2026
Kilter Group LLC History No change 17 1 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 10 1 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 04, 2026
Investors Portfolio Services LLC History No change 12 1 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 14, 2026
AEGON ASSET MANAGEMENT UK PLC History Closed out 0 0 — 0.13% — -111,627 -100.0% Q3 2026 Nov 04, 2026
Assenagon Asset Management S.A. History Closed out 0 0 — 0.01% — -42,191 -100.0% Q3 2026 Oct 15, 2026
WESBANCO BANK INC History Closed out 0 0 — 0.06% — -23,800 -100.0% Q3 2026 Nov 04, 2026
Sowell Financial Services LLC History Closed out 0 0 — 0.05% — -13,812 -100.0% Q3 2026 Oct 23, 2026
GFS Advisors, LLC History Closed out 0 0 — 0.0% — -11,350 -100.0% Q3 2026 Nov 03, 2026
Fideuram Asset Management (Ireland) dac History Closed out 0 0 — 0.03% — -10,000 -100.0% Q3 2026 Oct 29, 2026
Williams Jones Wealth Management, LLC. History Closed out 0 0 — 0.01% — -8,966 -100.0% Q3 2026 Nov 05, 2026
Atria Investments, Inc History Closed out 0 0 — 0.01% — -8,031 -100.0% Q3 2026 Oct 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 — 0.01% — -6,755 -100.0% Q3 2026 Oct 30, 2026
Traynor Capital Management, Inc. History Closed out 0 0 — 0.03% — -6,493 -100.0% Q3 2026 Oct 29, 2026
Americana Partners, LLC History Closed out 0 0 — 0.01% — -6,048 -100.0% Q3 2026 Oct 28, 2026
Cynosure Group, LLC History Closed out 0 0 — 0.09% — -5,563 -100.0% Q3 2026 Nov 03, 2026
VestGen Advisors, LLC History Closed out 0 0 — 0.02% — -5,251 -100.0% Q3 2026 Oct 27, 2026
Daiwa Securities Group Inc. History Closed out 0 0 — 0.0% — -5,200 -100.0% Q3 2026 Oct 29, 2026
SteelPeak Wealth, LLC History Closed out 0 0 — 0.01% — -4,138 -100.0% Q3 2026 Oct 16, 2026
Teza Capital Management LLC History Closed out 0 0 — 0.68% — -3,231 -100.0% Q3 2026 Oct 23, 2026
TRUIST FINANCIAL CORP History Closed out 0 0 — 0.0% — -2,903 -100.0% Q3 2026 Oct 30, 2026
Burns Matteson Capital Management, LLC History Closed out 0 0 — 0.09% — -2,611 -100.0% Q3 2026 Oct 16, 2026
Savant Capital, LLC History Closed out 0 0 — 0.0% — -2,588 -100.0% Q3 2026 Nov 05, 2026
Abacus Planning Group, Inc. History Closed out 0 0 — 0.03% — -2,000 -100.0% Q3 2026 Oct 30, 2026
Apollon Wealth Management, LLC History Closed out 0 0 — 0.0% — -1,983 -100.0% Q3 2026 Oct 23, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -1,849 -100.0% Q3 2026 Oct 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -926 -100.0% Q3 2026 Nov 02, 2026
ANTIPODES PARTNERS Ltd History Closed out 0 0 — 0.0% — -354 -100.0% Q3 2026 Nov 04, 2026
CoreCap Advisors, LLC History Reduced 10 0 — 0.0% — -200 -95.24% Q3 2026 Oct 08, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Closed out 0 0 — 0.0% — -75 -100.0% Q3 2026 Oct 26, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2026 Oct 21, 2026
COUNTRY TRUST BANK History Closed out 0 0 — 0.0% — -39 -100.0% Q3 2026 Oct 30, 2026
WPG Advisers, LLC History Reduced 6 0 — 0.0% — -23 -79.31% Q3 2026 Oct 27, 2026
TOTH FINANCIAL ADVISORY CORP History New 10 0 — — — +10 New Q3 2026 Oct 08, 2026
BIRCH FINANCIAL GROUP, LLC History New 10 0 — — — +10 New Q3 2026 Oct 27, 2026
Physician Wealth Advisors, Inc. History New 8 0 — — — +8 New Q3 2026 Oct 20, 2026
Birchwood Financial Partners, Inc. History New 4 0 — — — +4 New Q3 2026 Nov 02, 2026
Retirement Wealth Solutions LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 07, 2026
Navigoe, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Nov 03, 2026
Elyxium Wealth, LLC History New 3 0 — — — +3 New Q3 2026 Oct 27, 2026
Planning Strategies Inc. History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 02, 2026
DecisionPoint Financial, LLC History Added to 7 0 — — — +1 16.67% Q3 2026 Oct 27, 2026
Hughes Financial Services, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 30, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 10 0 — 0.0% — 0 0.0% Q3 2026 Oct 22, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Cedar Mountain Advisors, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Dunhill Financial, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Sachetta, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Management Group, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 19, 2026
LRI Investments, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
STANCE CAPITAL LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Wealth Enhancement Trust Services, Inc. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 07, 2026
James T. Borello RIA History No change 2 0 — — — 0 0.0% Q3 2026 Oct 16, 2026