ORRSTOWN FINANCIAL SERVICES INC - ORRF
Detailed investor-level table based on 13F positions.
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.
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 | 1,680,316 | 68,607 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,011,471 | 41,045 | 0.01% | 0.01% | 2 | +46,603 | 4.83% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 835,238 | 34,102 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 679,718 | 27,752 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 665,017 | 27,152 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 602,129 | 24,584 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 566,715 | 23,143 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 304,510 | 12,433 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 290,058 | 11,843 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 287,636 | 11,744 | 0.14% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 276,117 | 11,273 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 243,765 | 9,952 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 227,435 | 9,286 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| CITADEL ADVISORS LLC | History | No change | 225,513 | 9,207 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORTHERN TRUST CORP | History | No change | 174,554 | 7,127 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petiole USA ltd | History | No change | 167,766 | 6,849 | 4.92% | 4.92% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 154,611 | 6,312 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 146,302 | 5,973 | 1.08% | 1.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | No change | 146,012 | 5,961 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 140,705 | 5,744 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 129,568 | 5,290 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 125,713 | 5,132 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 122,787 | 5,013 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 115,978 | 4,735 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 101,177 | 4,131 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 96,219 | 3,928 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 98,687 | 3,560 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 72,203 | 2,948 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 70,827 | 2,891 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 67,564 | 2,758 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PL Capital Advisors, LLC | History | No change | 64,356 | 2,627 | 0.73% | 0.73% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 64,134 | 2,619 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 61,445 | 2,508 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | No change | 52,077 | 2,126 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 51,492 | 2,089 | 0.0% | 0.0% | 35 | +19,603 | 61.47% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 51,023 | 2,083 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 50,091 | 2,045 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 49,518 | 2,021 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 49,273 | 2,011 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 49,100 | 1,992 | 1.83% | 1.75% | 40 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 46,907 | 1,903 | 0.0% | 0.0% | 41 | -16,198 | -25.67% | Q3 2026 | Nov 02, 2026 |
| Empowered Funds, LLC | History | No change | 44,329 | 1,809 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 38,185 | 1,555 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 37,953 | 1,549 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 37,400 | 1,527 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 32,438 | 1,324 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 32,157 | 1,312 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Holdings, LLC | History | No change | 31,140 | 1,271 | 0.39% | 0.39% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 30,700 | 1,253 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 27,860 | 1,130 | 0.0% | — | 50 | +27,860 | New | Q3 2026 | Nov 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 25,360 | 1,035 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 24,879 | 1,015 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 24,503 | 1,000 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| truNorth Financial Services, Inc. | History | No change | 23,201 | 947 | 0.85% | 0.85% | 54 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 23,008 | 939 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 23,066 | 936 | 0.02% | 0.03% | 56 | -8,050 | -25.87% | Q3 2026 | Oct 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 21,980 | 897 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 21,392 | 873 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 20,029 | 817 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 19,609 | 800 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 19,212 | 784 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 19,057 | 778 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 18,784 | 766 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 18,746 | 760 | 0.0% | 0.0% | 64 | +2,327 | 14.17% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 16,566 | 676 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 16,392 | 669 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 15,628 | 639 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 15,058 | 614 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 14,400 | 587 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 14,044 | 569 | 0.0% | 0.0% | 70 | -5,627 | -28.61% | Q3 2026 | Nov 04, 2026 |
| SALZHAUER MICHAEL | History | No change | 13,734 | 557 | 0.22% | 0.19% | 71 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ALPS ADVISORS INC | History | Reduced | 13,661 | 554 | 0.0% | 0.0% | 72 | -1,006 | -6.86% | Q3 2026 | Nov 02, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 12,889 | 526 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RKL Wealth Management LLC | History | Added to | 12,727 | 516 | 0.04% | 0.04% | 74 | +61 | 0.48% | Q3 2026 | Oct 16, 2026 |
| HRT FINANCIAL LP | History | No change | 11,525 | 470 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 11,342 | 463 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 11,257 | 459 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 11,200 | 457 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,826 | 442 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 10,808 | 441 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | Added to | 10,630 | 440 | 0.31% | 0.31% | 81 | +3 | 0.03% | Q3 2026 | Oct 15, 2026 |
| Quantbot Technologies LP | History | No change | 10,618 | 433 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 10,440 | 426 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 10,314 | 421 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 9,962 | 406 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,707 | 396 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 9,722 | 394 | 0.14% | 0.16% | 87 | -620 | -5.99% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,409 | 384 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,902 | 363 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 8,911 | 363 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 8,821 | 360 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 8,762 | 357 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 8,564 | 349 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 8,180 | 333 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 7,890 | 322 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 7,740 | 316 | 0.09% | 0.09% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,555 | 308 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,214 | 298 | 0.0% | 0.0% | 98 | +1,557 | 27.52% | Q3 2026 | Oct 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 7,100 | 289 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 6,960 | 284 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Entropy Technologies, LP | History | No change | 6,812 | 278 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 6,796 | 275 | 0.02% | 0.02% | 102 | +9 | 0.13% | Q3 2026 | Oct 23, 2026 |
| Squarepoint Ops LLC | History | No change | 6,754 | 275 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 7,165 | 274 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centiva Capital, LP | History | No change | 6,701 | 273 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,710 | 272 | 0.01% | 0.0% | 106 | -13 | -0.19% | Q3 2026 | Oct 22, 2026 |
| FMR LLC | History | No change | 6,549 | 267 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,523 | 266 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 6,222 | 254 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 6,116 | 250 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLSTATE CORP | History | No change | 6,119 | 249 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 6,119 | 249 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| apricus wealth, LLC | History | Reduced | 5,500 | 223 | 0.1% | 0.12% | 113 | -894 | -13.98% | Q3 2026 | Oct 26, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,326 | 217 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,310 | 217 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 5,255 | 213 | 0.0% | 0.0% | 116 | +112 | 2.18% | Q3 2026 | Nov 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,148 | 210 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 5,010 | 203 | 0.02% | 0.03% | 118 | -93 | -1.82% | Q3 2026 | Nov 03, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 4,652 | 189 | 0.05% | 0.06% | 119 | -877 | -15.86% | Q3 2026 | Oct 14, 2026 |
| Arlington Trust Co LLC | History | No change | 4,458 | 180 | 0.01% | 0.02% | 120 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,000 | 163 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,938 | 159 | 0.0% | 0.0% | 122 | +2,561 | 185.98% | Q3 2026 | Oct 20, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 3,883 | 158 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,406 | 98 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,177 | 88 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,561 | 63 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,288 | 52 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Versant Capital Management, Inc | History | No change | 1,061 | 43 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,050 | 42 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | Added to | 903 | 36 | 0.0% | 0.0% | 130 | +97 | 12.03% | Q3 2026 | Nov 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 858 | 35 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 810 | 33 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 799 | 32 | 0.0% | 0.0% | 133 | +17 | 2.17% | Q3 2026 | Oct 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 764 | 31 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| State of Alaska, Department of Revenue | History | No change | 779 | 31 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| WPG Advisers, LLC | History | No change | 775 | 31 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Caldwell Trust Co | History | No change | 773 | 31 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Planning Strategies Inc. | History | No change | 515 | 20 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| GAMMA Investing LLC | History | Added to | 428 | 17 | 0.0% | 0.0% | 139 | +26 | 6.47% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 328 | 13 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 307 | 12 | 0.0% | 0.0% | 141 | +179 | 139.84% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 221 | 9 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 231 | 9 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 150 | 6 | 0.0% | — | 145 | +147 | 4900.0% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 157 | 6 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 140 | 5 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 132 | 5 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 128 | 5 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 114 | 4 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | New | 78 | 3 | 0.0% | — | 153 | +78 | New | Q3 2026 | Nov 03, 2026 |
| FEDERATED HERMES, INC. | History | No change | 90 | 3 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 77 | 3 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| GK Wealth Management LLC | History | New | 73 | 2 | 0.0% | — | 157 | +73 | New | Q3 2026 | Oct 09, 2026 |
| Root Financial Partners, LLC | History | New | 66 | 2 | 0.0% | — | 156 | +66 | New | Q3 2026 | Oct 21, 2026 |
| Clark Wealth Partners | History | New | 66 | 2 | 0.0% | — | 158 | +66 | New | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 60 | 2 | 0.0% | 0.0% | 154 | +27 | 81.82% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Added to | 42 | 2 | 0.0% | 0.0% | 155 | +11 | 35.48% | Q3 2026 | Oct 30, 2026 |
| Parkside Financial Bank & Trust | History | New | 35 | 1 | 0.0% | — | 160 | +35 | New | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Added to | 46 | 1 | 0.0% | 0.0% | 159 | +7 | 17.95% | Q3 2026 | Oct 13, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -172,824 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 30, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Freestone Grove Partners LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |