OSHKOSH CORP - OSK

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 5,953,973 913,815 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
Aristotle Capital Management, LLC History No change 4,726,162 725,381 1.52% 1.52% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,350,323 667,687 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 3,379,539 517,948 0.18% 0.18% 4 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,815,376 432,103 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,268,262 421,033 0.08% 0.09% 6 +62,098 1.94% Q3 2026 Nov 04, 2026
LSV ASSET MANAGEMENT History No change 2,131,692 327,172 0.59% 0.59% 7 0 0.0% Q2 2026 Aug 06, 2026
GREENHAVEN ASSOCIATES INC History Reduced 2,527,880 325,641 4.09% 4.53% 8 -30,800 -1.2% Q3 2026 Oct 26, 2026
STATE STREET CORP History No change 2,084,773 319,971 0.01% 0.01% 9 0 0.0% Q2 2026 Sep 22, 2026
Invesco Ltd. History No change 1,921,458 294,905 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
Capital Research Global Investors History No change 1,736,850 266,571 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 1,701,599 261,161 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 1,400,139 214,892 0.13% 0.13% 13 0 0.0% Q2 2026 Aug 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,277,120 196,058 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 988,251 151,676 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 955,363 146,217 0.23% 0.23% 16 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 883,867 135,655 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 858,321 131,735 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 835,651 128,255 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 824,869 121,428 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 685,753 105,249 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 632,702 97,107 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 598,193 91,810 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 592,037 90,866 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 12, 2026
PANAGORA ASSET MANAGEMENT INC History No change 550,524 84,494 0.26% 0.26% 25 0 0.0% Q2 2026 Aug 06, 2026
EQUITY INVESTMENT CORP History Reduced 593,681 76,477 1.44% 1.75% 26 -4,016 -0.67% Q3 2026 Nov 04, 2026
Bank of New York Mellon Corp History Reduced 572,914 73,802 0.01% 0.02% 27 -33,000 -5.45% Q3 2026 Nov 05, 2026
TRUIST FINANCIAL CORP History Added to 543,853 70,059 0.08% 0.09% 28 +30,796 6.0% Q3 2026 Oct 30, 2026
VANGUARD FIDUCIARY TRUST CO History No change 395,050 60,632 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 347,719 53,367 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 346,150 53,127 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 13, 2026
PZENA INVESTMENT MANAGEMENT LLC History Reduced 411,044 52,950 0.16% 0.19% 32 -4,722 -1.14% Q3 2026 Oct 30, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 335,826 51,542 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 07, 2026
Capital International Investors History No change 308,653 47,372 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 301,656 46,298 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 293,059 44,978 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 278,230 42,701 0.01% 0.01% 37 0 0.0% Q2 2026 Sep 23, 2026
GOLDMAN SACHS GROUP INC History No change 270,171 41,465 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
BOWEN HANES & CO INC History No change 277,380 40,833 0.99% 0.99% 39 0 0.0% Q2 2026 Aug 13, 2026
Bragg Financial Advisors, Inc History No change 257,195 39,474 1.06% 1.06% 40 0 0.0% Q2 2026 Aug 12, 2026
Pacer Advisors, Inc. History No change 224,615 34,474 0.09% 0.09% 41 0 0.0% Q2 2026 Aug 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 191,865 29,447 0.52% 0.52% 42 0 0.0% Q2 2026 Aug 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 188,800 28,977 0.04% 0.04% 43 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 184,795 28,835 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 184,490 28,316 0.04% 0.04% 45 0 0.0% Q2 2026 Aug 14, 2026
Lodge Hill Capital, LLC History No change 182,000 27,933 4.68% 4.68% 46 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 179,142 27,494 0.04% 0.04% 47 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 175,312 26,906 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History Added to 205,901 26,524 0.03% 0.03% 49 +29,805 16.93% Q3 2026 Nov 02, 2026
RHUMBLINE ADVISERS History No change 168,245 25,822 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 160,147 24,579 0.08% 0.08% 51 0 0.0% Q2 2026 Aug 13, 2026
Portolan Capital Management, LLC History No change 157,641 24,194 0.91% 0.91% 52 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 146,232 22,443 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 145,698 22,361 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 139,271 21,375 0.0% 0.0% 55 0 0.0% Q2 2026 Sep 02, 2026
CIBC Bancorp USA Inc. History No change 137,315 21,078 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 137,300 21,072 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 134,955 20,712 0.02% 0.02% 58 0 0.0% Q2 2026 Sep 02, 2026
AMERIPRISE FINANCIAL INC History No change 134,611 20,660 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
M&G Plc History Added to 158,769 20,481 0.1% 0.12% 60 +2,769 1.78% Q3 2026 Nov 04, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 132,530 20,341 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 131,545 20,189 0.09% 0.09% 62 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 127,908 19,631 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 05, 2026
Swiss National Bank History No change 125,800 19,307 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 141,778 18,263 0.01% 0.01% 65 +219 0.15% Q3 2026 Nov 02, 2026
CITIGROUP INC History Added to 140,848 18,144 0.01% 0.0% 66 +52,825 60.01% Q3 2026 Nov 04, 2026
Cerity Partners LLC History No change 117,202 17,988 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 114,444 17,564 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 14, 2026
Skylands Capital, LLC History Reduced 131,054 16,882 2.22% 2.52% 69 -2,525 -1.89% Q3 2026 Oct 21, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History No change 109,236 16,765 0.33% 0.33% 70 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 107,128 16,442 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 13, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 106,011 16,270 0.79% 0.79% 72 0 0.0% Q2 2026 Aug 07, 2026
One Way Holdings LLC History New 123,433 15,900 0.71% — 73 +123,433 New Q3 2026 Oct 29, 2026
Nuveen, LLC History No change 93,296 14,318 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 11, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 109,133 14,058 0.61% 0.75% 75 -1,433 -1.3% Q3 2026 Oct 26, 2026
WELLS FARGO & COMPANY/MN History No change 90,114 13,830 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 88,816 13,631 0.15% 0.15% 77 0 0.0% Q2 2026 Aug 11, 2026
Jefferies Financial Group Inc. History Added to 103,768 13,367 0.1% 0.0% 78 +100,018 2667.15% Q3 2026 Nov 05, 2026
Retirement Systems of Alabama History Reduced 102,181 13,162 0.04% 0.05% 79 -808 -0.78% Q3 2026 Nov 04, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 84,741 13,006 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 06, 2026
Legal & General Group Plc History No change 83,894 12,876 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
ATLANTIC INVESTMENT MANAGEMENT, INC. History No change 83,700 12,846 6.69% 6.69% 82 0 0.0% Q2 2026 Aug 14, 2026
Covea Finance History Reduced 98,030 12,628 0.41% 0.53% 83 -12,000 -10.91% Q3 2026 Oct 21, 2026
Gotham Asset Management, LLC History No change 82,230 12,620 0.03% 0.03% 84 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 82,120 12,603 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 78,224 12,005 0.18% 0.18% 86 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 76,020 11,667 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 72,729 11,162 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 24, 2026
JUPITER ASSET MANAGEMENT LTD History No change 72,643 11,149 0.06% 0.06% 89 0 0.0% Q2 2026 Aug 10, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 81,318 10,475 0.18% 0.26% 90 -19,557 -19.39% Q3 2026 Oct 13, 2026
JANE STREET GROUP, LLC History No change 60,777 9,328 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 60,738 9,321 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 68,448 8,817 0.02% 0.02% 93 -3,364 -4.68% Q3 2026 Oct 22, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 54,475 8,360 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 69,853 8,347 0.01% 0.02% 95 +2,267 3.35% Q3 2026 Oct 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 54,020 8,290 0.02% 0.02% 96 0 0.0% Q2 2026 Aug 17, 2026
SG Americas Securities, LLC History No change 53,017 8,137 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 07, 2026
Baird Financial Group, Inc. History No change 52,864 8,113 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 51,540 7,910 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History Added to 60,022 7,852 0.01% 0.01% 100 +6,551 12.25% Q3 2026 Nov 04, 2026
Jain Global LLC History No change 49,592 7,611 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 14, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 49,328 7,570 0.28% 0.28% 102 0 0.0% Q2 2026 Aug 14, 2026
Greenwich Wealth Management LLC History No change 49,022 7,524 0.27% 0.27% 103 0 0.0% Q2 2026 Aug 12, 2026
GABELLI FUNDS LLC History No change 48,447 7,435 0.05% 0.05% 104 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 48,377 7,424 0.26% 0.26% 105 0 0.0% Q2 2026 Aug 13, 2026
Baker Ellis Asset Management LLC History Added to 57,492 7,406 0.81% 0.92% 106 +5 0.01% Q3 2026 Oct 14, 2026
Corient Private Wealth LP History No change 46,342 7,112 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 27, 2026
Sterling Capital Management LLC History Reduced 53,555 6,898 0.14% 0.14% 108 -1,898 -3.42% Q3 2026 Oct 22, 2026
GHP Investment Advisors, Inc. History Added to 52,957 6,821 0.25% 0.3% 109 +449 0.86% Q3 2026 Oct 15, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC History No change 43,332 6,650 0.9% 0.9% 110 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 42,924 6,587 0.01% 0.01% 111 0 0.0% Q2 2026 Sep 09, 2026
Empowered Funds, LLC History No change 42,131 6,466 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 41,955 6,439 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 29, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 40,600 6,231 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 40,521 6,218 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 43,023 6,204 0.2% 0.2% 116 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 39,845 6,115 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 12, 2026
Walleye Capital LLC History No change 39,193 6,015 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 03, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 46,643 6,008 0.02% 0.02% 119 +872 1.91% Q3 2026 Oct 20, 2026
Creative Planning History Added to 46,454 5,984 0.0% 0.0% 120 +12,804 38.05% Q3 2026 Nov 02, 2026
Kingsview Wealth Management, LLC History No change 38,507 5,910 0.07% 0.07% 121 0 0.0% Q2 2026 Aug 18, 2026
State of Alaska, Department of Revenue History Reduced 45,218 5,824 0.06% 0.07% 122 -258 -0.57% Q3 2026 Oct 15, 2026
Janney Montgomery Scott LLC History No change 37,836 5,807 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 05, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 37,245 5,716 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 13, 2026
GUARDIAN CAPITAL LP History No change 37,227 5,713 0.14% 0.14% 125 0 0.0% Q2 2026 Aug 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 35,959 5,518 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History Added to 42,435 5,466 0.03% 0.03% 127 +2,921 7.39% Q3 2026 Oct 27, 2026
Integrated Wealth Concepts LLC History No change 35,284 5,415 0.04% 0.04% 128 0 0.0% Q2 2026 Sep 08, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 33,665 5,166 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 33,474 5,137 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 19, 2026
LPL Financial LLC History No change 33,372 5,121 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 07, 2026
MAIRS & POWER INC History No change 33,183 5,092 0.05% 0.05% 132 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 32,057 4,920 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 12, 2026
Y-Intercept (Hong Kong) Ltd History New 37,929 4,886 0.11% — 134 +37,929 New Q3 2026 Oct 16, 2026
Redwood Grove Capital, LLC History No change 31,800 4,880 1.24% 1.24% 135 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 30,920 4,745 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 30,019 4,607 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 29,502 4,527 0.03% 0.03% 138 0 0.0% Q2 2026 Aug 10, 2026
BW Gestao de Investimentos Ltda. History No change 29,327 4,501 0.09% 0.09% 139 0 0.0% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History No change 28,865 4,430 0.19% 0.19% 140 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 27,909 4,283 0.03% 0.03% 141 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Global Advisers, LLC History No change 27,363 4,199 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Midwest Professional Planners, LTD. History Reduced 31,814 4,098 0.81% 0.99% 143 -1,270 -3.84% Q3 2026 Oct 29, 2026
Treasurer of the State of North Carolina History No change 26,531 4,072 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 14, 2026
Mathes Company, Inc. History No change 25,035 3,842 1.19% 1.19% 145 0 0.0% Q2 2026 Aug 11, 2026
Oak Thistle LLC History New 29,315 3,776 0.35% — 146 +29,315 New Q3 2026 Oct 21, 2026
State of Tennessee, Department of Treasury History No change 24,360 3,738 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 24,061 3,692 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Reduced 27,788 3,580 0.03% 0.03% 149 -26 -0.09% Q3 2026 Oct 23, 2026
Future Fund LLC History No change 23,238 3,566 1.02% 1.02% 150 0 0.0% Q2 2026 Aug 12, 2026
Expect Equity LLC History No change 23,225 3,564 2.29% 2.29% 151 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 22,941 3,520 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 22,820 3,502 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 22,608 3,469 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 22,528 3,457 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 25,700 3,310 0.02% 0.02% 156 +3,600 16.29% Q3 2026 Oct 28, 2026
One Capital Management, LLC History No change 22,400 3,297 0.09% 0.09% 157 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 21,322 3,272 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 20,125 3,088 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 14, 2026
Stablepoint Partners, LLC History Added to 23,738 3,057 0.41% 0.45% 160 +2,490 11.72% Q3 2026 Nov 03, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 19,815 3,041 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 12, 2026
GUGGENHEIM CAPITAL LLC History No change 19,776 3,035 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 19,715 3,027 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 19,238 2,952 0.04% 0.04% 164 0 0.0% Q2 2026 Aug 11, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 22,498 2,898 0.03% 0.03% 165 -648 -2.8% Q3 2026 Oct 23, 2026
Eurizon Capital SGR S.p.A. History No change 18,719 2,878 0.01% 0.01% 166 0 0.0% Q2 2026 Jul 29, 2026
Erste Asset Management GmbH History No change 18,666 2,866 0.02% 0.02% 167 0 0.0% Q2 2026 Jul 28, 2026
BURNEY CO/ History Reduced 22,103 2,847 0.08% 0.1% 168 -2,560 -10.38% Q3 2026 Oct 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 18,481 2,836 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 18,433 2,829 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 13, 2026
Cinctive Capital Management LP History No change 17,741 2,722 0.1% 0.1% 171 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 17,638 2,707 0.02% 0.02% 172 0 0.0% Q2 2026 Aug 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 17,352 2,663 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 11, 2026
VAN ECK ASSOCIATES CORP History No change 17,064 2,618 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History Reduced 20,244 2,607 0.01% 0.01% 175 -759 -3.61% Q3 2026 Nov 05, 2026
Convergence Investment Partners, LLC History New 20,047 2,582 0.19% — 176 +20,047 New Q3 2026 Oct 28, 2026
FIFTH THIRD BANCORP History Reduced 20,039 2,581 0.0% 0.01% 177 -4,695 -18.98% Q3 2026 Nov 05, 2026
South Dakota Investment Council History No change 16,701 2,563 0.04% 0.04% 178 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 16,417 2,519 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Investments Australia, Ltd. History No change 16,255 2,494 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 13, 2026
Callan Family Office, LLC History No change 15,750 2,417 0.05% 0.05% 181 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 15,692 2,408 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 12, 2026
Paralel Advisors LLC History No change 15,694 2,408 0.09% 0.09% 183 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 15,618 2,397 0.03% 0.03% 184 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History Added to 18,300 2,357 0.04% 0.04% 185 +100 0.55% Q3 2026 Oct 20, 2026
GAMCO INVESTORS, INC. ET AL History No change 15,054 2,310 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 12, 2026
Pallas Capital Advisors LLC History No change 14,862 2,281 0.07% 0.07% 187 0 0.0% Q2 2026 Aug 07, 2026
Arizona State Retirement System History Added to 17,578 2,264 0.01% 0.01% 188 +291 1.68% Q3 2026 Nov 03, 2026
Russell Investments Group, Ltd. History No change 14,626 2,244 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 06, 2026
Rockefeller Capital Management L.P. History No change 14,618 2,243 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 14,337 2,200 0.03% 0.03% 191 0 0.0% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 16,954 2,184 0.02% 0.03% 192 -1,116 -6.18% Q3 2026 Oct 22, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 14,025 2,152 0.03% 0.03% 193 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 13,280 2,038 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 12, 2026
Polianta Ltd History No change 13,100 2,010 0.25% 0.25% 195 0 0.0% Q2 2026 Jul 08, 2026
DAVENPORT & Co LLC History Reduced 15,491 1,995 0.01% 0.02% 196 -4,760 -23.51% Q3 2026 Oct 14, 2026
DAVIS R M INC History No change 12,980 1,992 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 14, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Added to 15,423 1,986 0.16% 0.18% 198 +645 4.36% Q3 2026 Oct 29, 2026
MAI Capital Management History No change 12,787 1,962 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History No change 12,715 1,951 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 12,480 1,915 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 14,737 1,898 0.01% 0.01% 202 -190 -1.27% Q3 2026 Nov 03, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 14,508 1,868 0.01% 0.01% 203 -100 -0.68% Q3 2026 Oct 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 14,385 1,853 0.0% 0.0% 204 +539 3.89% Q3 2026 Nov 05, 2026
Assenagon Asset Management S.A. History Reduced 14,378 1,852 0.0% 0.01% 205 -21,622 -60.06% Q3 2026 Oct 15, 2026
Alessandra Capital Management, LLC History Added to 14,263 1,837 1.29% 1.48% 206 +620 4.54% Q3 2026 Oct 30, 2026
Penserra Capital Management LLC History No change 11,907 1,827 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History Added to 14,100 1,816 0.0% 0.0% 208 +2,000 16.53% Q3 2026 Nov 05, 2026
Fulcrum Asset Management LLP History New 13,486 1,775 0.08% — 209 +13,486 New Q3 2026 Nov 04, 2026
Merit Financial Group, LLC History No change 11,483 1,762 0.01% 0.01% 210 0 0.0% Q2 2026 Jul 20, 2026
Ameritas Investment Partners, Inc. History No change 11,475 1,761 0.05% 0.05% 211 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 11,269 1,729 0.0% 0.0% 212 0 0.0% Q2 2026 Oct 27, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 13,400 1,726 0.04% 0.05% 213 0 0.0% Q3 2026 Nov 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 11,196 1,718 0.06% 0.06% 214 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 11,172 1,714 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Personalized Indexing Management, LLC History No change 11,148 1,710 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 11, 2026
Walleye Trading LLC History No change 11,108 1,704 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 03, 2026
BLAIR WILLIAM & CO/IL History No change 11,056 1,696 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 11, 2026
AMICA MUTUAL INSURANCE CO History No change 11,047 1,695 0.14% 0.14% 219 0 0.0% Q2 2026 Aug 05, 2026
PRUDENTIAL FINANCIAL INC History No change 10,987 1,686 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 13,022 1,678 0.0% 0.0% 221 +59 0.46% Q3 2026 Nov 02, 2026
Cetera Investment Advisers History No change 10,824 1,661 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 12, 2026
Achmea Investment Management B.V. History New 12,860 1,657 0.01% — 223 +12,860 New Q3 2026 Oct 30, 2026
Vest Financial, LLC History New 12,824 1,651 0.02% — 224 +12,824 New Q3 2026 Oct 21, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 12,786 1,647 0.02% 0.02% 225 -100 -0.78% Q3 2026 Oct 29, 2026
Entropy Technologies, LP History No change 10,376 1,592 0.06% 0.06% 226 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 12,217 1,573 0.0% 0.0% 227 -573 -4.48% Q3 2026 Nov 02, 2026
BRIGHTON JONES LLC History Added to 12,038 1,550 0.03% 0.03% 228 +578 5.04% Q3 2026 Nov 03, 2026
HARBOUR INVESTMENTS, INC. History No change 9,627 1,477 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 9,595 1,472 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 14, 2026
CSS LLC/IL History No change 9,549 1,465 0.06% 0.06% 231 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History Added to 12,054 1,430 0.01% 0.0% 232 +6,804 129.6% Q3 2026 Oct 23, 2026
Waterfront Wealth Inc. History Reduced 10,745 1,427 0.23% 0.24% 233 -34 -0.32% Q3 2026 Nov 03, 2026
DEUTSCHE BANK AG\ History No change 8,784 1,348 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 07, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Added to 10,393 1,338 0.34% 0.36% 235 +8 0.08% Q3 2026 Oct 28, 2026
HSBC HOLDINGS PLC History No change 8,619 1,329 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
Hapanowicz & Associates Financial Services, Inc History Reduced 10,202 1,314 0.4% 0.63% 237 -3,000 -22.72% Q3 2026 Oct 28, 2026
Susquehanna Portfolio Strategies, LLC History No change 8,475 1,300 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 14, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 8,437 1,294 0.05% 0.05% 239 0 0.0% Q2 2026 Aug 18, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 8,326 1,277 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 14, 2026
Blackstone Inc. History No change 8,313 1,275 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 8,077 1,239 0.08% 0.08% 242 0 0.0% Q2 2026 Aug 06, 2026
Pictet Asset Management Holding SA History Reduced 9,550 1,230 0.0% 0.0% 243 -318 -3.22% Q3 2026 Nov 03, 2026
Savant Capital, LLC History No change 7,980 1,201 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 10, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 7,730 1,186 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History Reduced 9,142 1,177 0.08% 0.1% 246 -79 -0.86% Q3 2026 Oct 26, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 7,585 1,164 0.11% 0.11% 247 0 0.0% Q2 2026 Jul 31, 2026
Parcion Private Wealth LLC History Added to 8,894 1,145 0.06% 0.07% 248 +374 4.39% Q3 2026 Oct 28, 2026
Illinois Municipal Retirement Fund History Reduced 8,788 1,132 0.01% 0.03% 249 -6,561 -42.75% Q3 2026 Nov 05, 2026
Twin Tree Management, LP History No change 7,200 1,105 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 12, 2026
True North Advisors, LLC History Reduced 8,570 1,103 0.08% 0.13% 251 -31 -0.36% Q3 2026 Oct 22, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 8,561 1,102 0.01% 0.01% 252 +47 0.55% Q3 2026 Oct 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 7,109 1,077 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 6,967 1,069 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 14, 2026
17 CAPITAL PARTNERS, LLC History No change 6,913 1,061 0.48% 0.48% 255 0 0.0% Q2 2026 Aug 06, 2026
Ashton Thomas Private Wealth, LLC History Added to 8,197 1,055 0.02% 0.03% 256 +356 4.54% Q3 2026 Nov 02, 2026
Crossmark Global Holdings, Inc. History Added to 8,110 1,044 0.01% 0.01% 257 +3,593 79.54% Q3 2026 Oct 21, 2026
Cambria Investment Management, L.P. History No change 6,710 1,029 0.05% 0.05% 258 0 0.0% Q2 2026 Aug 14, 2026
Kaydan Wealth Management, Inc. History No change 7,988 1,029 0.35% 0.37% 259 0 0.0% Q3 2026 Oct 08, 2026
Cottage Street Advisors LLC History Added to 7,849 1,011 0.39% 0.37% 260 +1,600 25.6% Q3 2026 Oct 16, 2026
Bull Harbor Capital LLC History No change 6,477 994 0.19% 0.19% 261 0 0.0% Q2 2026 Aug 10, 2026
INCEPTIONR LLC History No change 6,421 985 0.24% 0.24% 262 0 0.0% Q2 2026 Aug 10, 2026
Brevan Howard Capital Management LP History No change 6,202 951 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 14, 2026
LECAP ASSET MANAGEMENT LTD History Added to 7,293 939 0.45% 0.39% 264 +1,315 22.0% Q3 2026 Oct 27, 2026
XPONANCE LLC History Reduced 7,150 921 0.01% 0.01% 265 -419 -5.54% Q3 2026 Nov 03, 2026
Neo Ivy Capital Management History No change 5,983 918 0.21% 0.21% 266 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 5,865 900 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 5,864 899 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History No change 5,800 890 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Added to 6,908 889 0.45% 0.51% 270 +578 9.13% Q3 2026 Oct 13, 2026
Nierenberg Investment Management Company, LLC History No change 5,750 882 0.44% 0.44% 271 0 0.0% Q2 2026 Aug 10, 2026
GROUPAMA ASSET MANAGMENT History No change 5,738 881 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History Reduced 6,885 871 0.02% 0.03% 273 -307 -4.27% Q3 2026 Oct 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 6,772 869 0.02% 0.03% 274 +241 3.69% Q3 2026 Oct 20, 2026
Covestor Ltd History Added to 6,648 856 0.55% 0.58% 275 +87 1.33% Q3 2026 Oct 30, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,570 855 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 10, 2026
Vident Advisory, LLC History No change 5,469 839 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 12, 2026
Nicholas Hoffman & Company, LLC. History Reduced 6,332 815 0.02% 0.02% 278 -30 -0.47% Q3 2026 Oct 30, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 5,303 813 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 5,250 805 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 12, 2026
Impact Partnership Wealth, LLC History No change 5,151 790 0.08% 0.08% 281 0 0.0% Q2 2026 Jul 29, 2026
AVIVA PLC History No change 5,068 777 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 13, 2026
Empirical Finance, LLC History No change 4,942 758 0.03% 0.03% 283 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 4,926 756 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 14, 2026
STEINBERG ASSET MANAGEMENT LLC History No change 5,765 742 0.48% 0.55% 285 0 0.0% Q3 2026 Oct 29, 2026
Atlantic Union Bankshares Corp History No change 4,825 740 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 11, 2026
Chicago Partners Investment Group LLC History Reduced 5,501 724 0.01% 0.02% 288 -639 -10.41% Q3 2026 Oct 26, 2026
ATLAS CAPITAL ADVISORS INC. History No change 4,719 724 0.08% 0.08% 287 0 0.0% Q2 2026 Aug 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 4,491 689 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 14, 2026
VARCOV Co. History No change 4,463 684 0.26% 0.26% 290 0 0.0% Q2 2026 Aug 14, 2026
Argyle Capital Partners, LLC History No change 5,303 683 0.42% 0.51% 291 0 0.0% Q3 2026 Oct 23, 2026
Simplicity Wealth,LLC History Added to 5,251 676 0.02% 0.01% 292 +2,685 104.64% Q3 2026 Oct 23, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 4,593 659 0.02% 0.02% 293 0 0.0% Q2 2026 Jul 23, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 4,206 645 0.04% 0.04% 294 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 4,197 644 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 4,082 626 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 18, 2026
WHITE PINE CAPITAL LLC History No change 4,040 620 0.15% 0.15% 297 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Advisory Services, LLC History No change 3,994 612 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,931 603 0.0% 0.0% 299 0 0.0% Q2 2026 Sep 23, 2026
BANK OF NOVA SCOTIA History No change 3,916 601 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 12, 2026
Alyeska Investment Group, L.P. History No change 3,904 599 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 3,882 595 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 3,833 588 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 14, 2026
McGlone Suttner Wealth Management, Inc. History Added to 4,496 579 0.07% 0.08% 304 +13 0.29% Q3 2026 Oct 13, 2026
FOSTER & MOTLEY INC History No change 3,745 575 0.03% 0.03% 305 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History Reduced 4,333 558 0.0% 0.0% 306 -511 -10.55% Q3 2026 Nov 05, 2026
Ensign Peak Advisors, Inc History No change 3,605 553 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
Precision Wealth Strategies, LLC History No change 3,609 553 0.17% 0.17% 308 0 0.0% Q2 2026 Aug 10, 2026
NorthCrest Asset Manangement, LLC History Added to 4,306 548 0.01% 0.01% 309 +909 26.76% Q3 2026 Oct 09, 2026
EP Wealth Advisors, LLC History No change 3,525 541 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 11, 2026
Richwood Investment Advisors, LLC History Reduced 4,185 539 0.38% 0.47% 311 -155 -3.57% Q3 2026 Oct 30, 2026
Uncommon Cents Investing Inc History Reduced 4,108 529 0.12% 0.14% 312 -43 -1.04% Q3 2026 Oct 20, 2026
Sequoia Financial Advisors, LLC History No change 3,445 528 0.0% 0.0% 313 0 0.0% Q2 2026 Jul 17, 2026
MML INVESTORS SERVICES, LLC History No change 3,372 517 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 3,347 513 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 06, 2026
Maryland State Retirement & Pension System History Added to 3,975 512 0.01% 0.01% 316 +858 27.53% Q3 2026 Nov 05, 2026
SYON CAPITAL LLC History No change 3,342 512 0.02% 0.02% 317 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 3,323 510 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 11, 2026
Curated Wealth Partners LLC History New 3,935 506 0.04% — 319 +3,935 New Q3 2026 Oct 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 3,903 502 0.01% 0.0% 320 +1,475 60.75% Q3 2026 Oct 23, 2026
WRIGHT INVESTORS SERVICE INC History Reduced 3,887 500 0.14% 0.17% 321 -129 -3.21% Q3 2026 Nov 02, 2026
Utah Retirement Systems History No change 3,250 498 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 14, 2026
Corient IA LP History No change 3,220 494 0.46% 0.46% 323 0 0.0% Q2 2026 Aug 12, 2026
Swiss Life Asset Management Ltd History No change 3,829 493 0.0% 0.0% 324 0 0.0% Q3 2026 Nov 03, 2026
HANCOCK WHITNEY CORP History No change 3,207 492 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 14, 2026
WASATCH ADVISORS LP History Reduced 3,758 484 0.0% 0.29% 326 -289,887 -98.72% Q3 2026 Oct 13, 2026
CI INVESTMENTS INC. History No change 3,156 484 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 13, 2026
Register Financial Advisors LLC History Reduced 3,748 482 0.15% 0.19% 328 -293 -7.25% Q3 2026 Oct 23, 2026
AdvisorNet Financial, Inc History Reduced 3,718 474 0.02% 0.03% 329 -18 -0.48% Q3 2026 Oct 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 3,035 465 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 10, 2026
Curi Capital, LLC History No change 3,036 465 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 3,026 464 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History Added to 3,556 458 0.0% 0.0% 334 +786 28.38% Q3 2026 Nov 04, 2026
TUDOR INVESTMENT CORP ET AL History No change 2,990 458 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History Added to 3,538 455 0.04% 0.05% 336 +53 1.52% Q3 2026 Oct 28, 2026
AE Wealth Management LLC History No change 2,969 455 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 03, 2026
WADDELL & ASSOCIATES, LLC History No change 2,961 454 0.02% 0.02% 337 0 0.0% Q2 2026 Jul 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 3,510 452 0.0% 0.0% 338 -50 -1.4% Q3 2026 Nov 04, 2026
Allworth Financial LP History No change 2,922 448 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 11, 2026
RICHARDS, MERRILL & PETERSON, INC. History New 3,452 444 0.14% — 340 +3,452 New Q3 2026 Oct 19, 2026
AlphaCore Capital LLC History Added to 3,381 435 0.01% 0.01% 341 +961 39.71% Q3 2026 Nov 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 2,816 432 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 04, 2026
K.J. Harrison & Partners Inc History No change 2,800 429 0.06% 0.06% 343 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,744 421 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 12, 2026
Leonteq Securities AG History Reduced 3,081 396 0.02% 0.02% 345 -576 -15.75% Q3 2026 Oct 29, 2026
Steward Partners Investment Advisory, LLC History No change 2,578 395 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 13, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 3,048 392 0.03% 0.03% 347 0 0.0% Q3 2026 Oct 09, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 2,500 383 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History Added to 2,959 381 0.01% 0.01% 349 +553 22.98% Q3 2026 Oct 29, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 2,909 374 0.0% 0.0% 350 +798 37.8% Q3 2026 Oct 13, 2026
ADVISORTRUST PARTNERS, LLC History Added to 2,856 367 0.12% 0.15% 352 +16 0.56% Q3 2026 Nov 02, 2026
Kera Capital Partners, Inc. History No change 2,395 367 0.04% 0.04% 351 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History Added to 2,823 363 0.01% 0.01% 353 +957 51.29% Q3 2026 Nov 05, 2026
AlphaGrep UK Ltd History No change 2,371 363 0.11% 0.11% 354 0 0.0% Q2 2026 Aug 14, 2026
Gibbs Wealth Management History Added to 2,803 361 0.04% 0.04% 355 +485 20.92% Q3 2026 Oct 22, 2026
Ethic Inc. History New 2,758 355 0.0% — 357 +2,758 New Q3 2026 Nov 03, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 2,828 355 0.05% 0.05% 356 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History Added to 2,708 348 0.01% 0.01% 358 +32 1.2% Q3 2026 Oct 22, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 2,678 346 0.0% 0.0% 359 +558 26.32% Q3 2026 Nov 04, 2026
Moors & Cabot, Inc. History No change 2,252 345 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 10, 2026
Olympiad Research LP History New 2,642 340 0.44% — 361 +2,642 New Q3 2026 Nov 04, 2026
Nykredit A/S History No change 2,172 333 0.0% 0.0% 362 0 0.0% Q2 2026 Sep 08, 2026
Kaufman Rossin Wealth, LLC History Reduced 2,581 332 0.13% 0.18% 363 -40 -1.53% Q3 2026 Oct 19, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 2,559 328 0.09% 0.11% 364 -102 -3.83% Q3 2026 Oct 19, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 2,537 326 0.01% — 365 +2,537 New Q3 2026 Oct 23, 2026
EverSource Wealth Advisors, LLC History Added to 2,516 324 0.01% 0.01% 367 +285 12.77% Q3 2026 Nov 04, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 2,112 324 0.05% 0.05% 366 0 0.0% Q2 2026 Aug 07, 2026
Peterson Wealth Services History Added to 2,510 323 0.07% 0.07% 368 +561 28.78% Q3 2026 Oct 23, 2026
Kestra Advisory Services, LLC History Added to 2,497 321 0.0% 0.0% 369 +942 60.58% Q3 2026 Nov 02, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 2,455 316 0.0% — 371 +2,455 New Q3 2026 Oct 22, 2026
Orange Investment Advisors, Inc. History No change 2,456 316 0.04% 0.05% 370 0 0.0% Q3 2026 Oct 23, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,047 314 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 14, 2026
Allegiance Financial Group Advisory Services LLC History Added to 2,421 311 0.05% 0.06% 373 +325 15.51% Q3 2026 Nov 02, 2026
Confluence Wealth Services, Inc. History Reduced 2,393 308 0.01% 0.01% 374 -96 -3.86% Q3 2026 Nov 05, 2026
DENALI ADVISORS LLC History No change 2,005 307 0.03% 0.03% 375 0 0.0% Q2 2026 Aug 10, 2026
Y.D. More Investments Ltd History Added to 2,376 306 0.01% 0.01% 378 +104 4.58% Q3 2026 Nov 02, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,994 306 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 10, 2026
Frisch Financial Group, Inc. History No change 2,000 306 0.05% 0.05% 377 0 0.0% Q2 2026 Aug 14, 2026
Marex Group Ltd History No change 2,000 306 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Reduced 2,346 302 0.0% 0.0% 380 -113 -4.6% Q3 2026 Oct 28, 2026
Linden Thomas Advisory Services, LLC History Reduced 2,331 300 0.02% 0.03% 381 -2 -0.09% Q3 2026 Oct 19, 2026
Trust Point Inc. History Reduced 2,322 299 0.02% 0.03% 382 -70 -2.93% Q3 2026 Oct 27, 2026
SYM FINANCIAL Corp History Added to 2,291 295 0.02% 0.03% 383 +54 2.41% Q3 2026 Oct 26, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 1,900 291 0.02% 0.02% 384 0 0.0% Q2 2026 Aug 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,884 289 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 13, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,858 285 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 14, 2026
BTG Pactual Asset Management US LLC History No change 1,837 281 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 1,827 280 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 11, 2026
SlateStone Wealth, LLC History No change 1,800 276 0.02% 0.02% 389 0 0.0% Q2 2026 Jul 20, 2026
Baker Avenue Asset Management, LP History No change 1,787 274 0.01% 0.01% 390 0 0.0% Q2 2026 Jul 28, 2026
Quantbot Technologies LP History No change 1,789 274 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 12, 2026
FORTRESS FINANCIAL GROUP, LLC History Reduced 2,114 272 0.13% 0.17% 392 -103 -4.65% Q3 2026 Oct 21, 2026
Essential Partners LLC History Added to 2,114 272 0.12% 0.14% 393 +96 4.76% Q3 2026 Oct 14, 2026
KBC Group NV History No change 2,101 271 0.0% 0.0% 394 0 0.0% Q3 2026 Oct 22, 2026
SACKS & ASSOCIATES, LLC History Added to 2,104 270 0.19% 0.2% 396 +2 0.1% Q3 2026 Oct 09, 2026
World Investment Advisors History No change 1,839 270 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 13, 2026
Brady Martz Wealth Solutions, LLC History Added to 2,077 267 0.04% 0.03% 397 +656 46.16% Q3 2026 Nov 05, 2026
GC Wealth Management RIA, LLC History Reduced 2,016 259 0.01% 0.02% 398 -25 -1.22% Q3 2026 Nov 02, 2026
Destiny Wealth Partners, LLC History New 1,779 258 0.03% — 400 +1,779 New Q3 2026 Nov 04, 2026
OP Asset Management Ltd History No change 2,007 258 0.0% 0.0% 399 0 0.0% Q3 2026 Nov 05, 2026
NewEdge Wealth, LLC History No change 1,677 257 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 10, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 2,000 257 0.05% 0.06% 402 0 0.0% Q3 2026 Oct 21, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 1,986 255 0.0% 0.01% 404 -814 -29.07% Q3 2026 Nov 05, 2026
STRS OHIO History Added to 1,984 255 0.0% 0.0% 403 +94 4.97% Q3 2026 Oct 30, 2026
Pinnacle Financial Partners, Inc. History No change 1,664 255 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 14, 2026
MBL Wealth, LLC History New 1,975 254 0.02% — 406 +1,975 New Q3 2026 Oct 22, 2026
CIBC Asset Management Inc History No change 1,934 249 0.0% 0.0% 407 0 0.0% Q3 2026 Nov 05, 2026
North Dakota State Investment Board History Added to 1,899 244 0.01% 0.01% 408 +30 1.61% Q3 2026 Oct 27, 2026
Hennion & Walsh Asset Management, Inc. History Added to 1,882 242 0.01% 0.01% 410 +211 12.63% Q3 2026 Oct 13, 2026
ASSOCIATED BANC-CORP History No change 1,882 242 0.01% 0.01% 409 0 0.0% Q3 2026 Oct 30, 2026
HARRIS ASSOCIATES L P History No change 1,575 241 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History New 1,860 239 0.0% — 412 +1,860 New Q3 2026 Oct 28, 2026
OpenArc Corporate Advisory, LLC History New 1,848 238 0.0% — 413 +1,848 New Q3 2026 Oct 21, 2026
Farther Finance Advisors, LLC History Added to 1,832 235 0.0% 0.0% 414 +662 56.58% Q3 2026 Oct 08, 2026
Vise Technologies, Inc. History Reduced 1,821 234 0.0% 0.0% 415 -282 -13.41% Q3 2026 Oct 28, 2026
QTR Family Wealth, LLC History Added to 1,807 232 0.09% 0.09% 418 +201 12.52% Q3 2026 Nov 02, 2026
D. E. Shaw & Co., Inc. History No change 1,514 232 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 14, 2026
CGN Advisors LLC History No change 1,807 232 0.02% 0.02% 417 0 0.0% Q3 2026 Oct 21, 2026
Annex Advisory Services, LLC History Reduced 1,769 227 0.0% 0.01% 420 -1,198 -40.38% Q3 2026 Oct 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,480 227 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 14, 2026
Claret Asset Management Corp History No change 1,481 227 0.02% 0.02% 421 0 0.0% Q2 2026 Jul 27, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 1,470 226 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 12, 2026
Proficio Capital Partners LLC History No change 1,467 225 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 14, 2026
Addison Capital Co History No change 1,463 224 0.04% 0.04% 424 0 0.0% Q2 2026 Aug 04, 2026
GeoWealth Management, LLC History No change 1,460 224 0.01% 0.01% 425 0 0.0% Q2 2026 Jul 30, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 1,459 223 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 12, 2026
Rothschild Wealth LLC History No change 1,454 223 0.02% 0.02% 427 0 0.0% Q2 2026 Aug 11, 2026
Astoria Portfolio Advisors LLC. History No change 1,451 222 0.04% 0.04% 428 0 0.0% Q2 2026 Jul 28, 2026
Candriam S.C.A. History Added to 1,691 218 0.0% 0.0% 429 +110 6.96% Q3 2026 Nov 03, 2026
Crestwood Advisors Group, LLC History New 1,678 216 0.0% — 431 +1,678 New Q3 2026 Oct 27, 2026
STEPHENS INC /AR/ History No change 1,408 216 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 29, 2026
Bison Wealth, LLC History New 1,692 214 0.02% — 433 +1,692 New Q3 2026 Oct 13, 2026
ANDERSON HOAGLAND & CO History New 1,600 214 0.02% — 432 +1,600 New Q3 2026 Oct 23, 2026
Portside Wealth Group, LLC History Reduced 1,656 213 0.02% 0.04% 437 -418 -20.15% Q3 2026 Oct 20, 2026
EASTERN BANK History Reduced 1,657 213 0.0% 0.0% 434 -62 -3.61% Q3 2026 Oct 05, 2026
Coppell Advisory Solutions LLC History No change 60 213 0.02% 0.02% 435 0 0.0% Q2 2026 Aug 14, 2026
Caerus Investment Advisors, LLC History No change 1,392 213 0.07% 0.07% 436 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 1,365 209 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 13, 2026
Sivia Capital Partners, LLC History No change 1,368 209 0.03% 0.03% 439 0 0.0% Q2 2026 Jul 23, 2026
Valeo Financial Advisors, LLC History New 1,615 208 0.0% — 442 +1,615 New Q3 2026 Oct 08, 2026
Perigon Wealth Management, LLC History Added to 1,616 208 0.0% 0.0% 440 +250 18.3% Q3 2026 Oct 22, 2026
Independent Advisor Alliance History No change 1,356 208 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 12, 2026
1900 WEALTH MANAGEMENT LLC History New 1,612 207 0.01% — 446 +1,612 New Q3 2026 Oct 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 1,609 207 0.01% 0.01% 444 -1 -0.06% Q3 2026 Oct 28, 2026
HM PAYSON & CO History No change 1,350 207 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 17, 2026
MainStreet Investment Advisors LLC History No change 1,350 207 0.03% 0.03% 445 0 0.0% Q2 2026 Aug 12, 2026
IHT Wealth Management, LLC History No change 1,334 204 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 14, 2026
FourThought Financial Partners, LLC History No change 1,333 204 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 12, 2026
DANSKE BANK A/S History No change 1,323 203 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 10, 2026
Mach-1 Financial Group, LLC History No change 1,319 202 0.08% 0.08% 450 0 0.0% Q2 2026 Jul 29, 2026
Smartleaf Asset Management LLC History No change 1,232 189 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History Reduced 1,331 171 0.0% 0.0% 453 -98 -6.86% Q3 2026 Oct 16, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,115 171 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 1,097 168 0.01% 0.01% 454 0 0.0% Q2 2026 Jul 14, 2026
GAMMA Investing LLC History Added to 1,262 162 0.01% 0.01% 455 +183 16.96% Q3 2026 Oct 08, 2026
Timbuktu Capital Management, LLC History No change 940 144 0.22% 0.22% 456 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History Reduced 1,100 141 0.0% 0.0% 457 -24,700 -95.74% Q3 2026 Nov 04, 2026
Quarry LP History No change 891 136 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History Reduced 1,000 128 0.0% 0.0% 459 -44 -4.21% Q3 2026 Oct 27, 2026
Pavaki Capital Management LLC History No change 1,000 128 0.04% 0.05% 460 0 0.0% Q3 2026 Oct 26, 2026
SOA Wealth Advisors, LLC. History No change 815 125 0.02% 0.02% 461 0 0.0% Q2 2026 Jul 21, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 800 122 0.03% 0.03% 462 0 0.0% Q2 2026 Nov 03, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 914 117 0.0% 0.01% 463 -651 -41.6% Q3 2026 Oct 05, 2026
Bayforest Capital Ltd History New 906 116 0.17% — 465 +906 New Q3 2026 Nov 03, 2026
True Wealth Design, LLC History Reduced 905 116 0.03% 0.04% 464 -96 -9.59% Q3 2026 Oct 13, 2026
TD Waterhouse Canada Inc. History Reduced 864 113 0.0% 0.0% 466 -50 -5.47% Q3 2026 Oct 16, 2026
GROUP ONE TRADING LLC History No change 710 108 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History No change 704 103 0.02% 0.02% 468 0 0.0% Q2 2026 Aug 06, 2026
BFC Planning, Inc. History No change 656 100 0.0% 0.0% 469 0 0.0% Q2 2026 Oct 29, 2026
BESSEMER GROUP INC History No change 612 93 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 12, 2026
Curat Global, LLC History No change 708 91 0.08% 0.09% 471 0 0.0% Q3 2026 Oct 26, 2026
SIGNATUREFD, LLC History Added to 699 90 0.0% 0.0% 472 +135 23.94% Q3 2026 Oct 23, 2026
Root Financial Partners, LLC History New 677 87 0.0% — 473 +677 New Q3 2026 Oct 21, 2026
Aberdeen Wealth Management LLC History No change 550 84 0.04% 0.04% 474 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 541 83 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 510 78 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History New 599 77 0.0% — 477 +599 New Q3 2026 Oct 28, 2026
Global Retirement Partners, LLC History No change 460 70 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 06, 2026
Ascentis Independent Advisors History Added to 525 67 0.0% 0.13% 479 +199 61.04% Q3 2026 Nov 03, 2026
Basepoint Wealth LLC History No change 412 63 0.04% 0.04% 480 0 0.0% Q2 2026 Aug 10, 2026
NBH Bank History No change 458 59 0.02% 0.03% 481 0 0.0% Q3 2026 Nov 05, 2026
Versant Capital Management, Inc History Added to 454 58 0.0% 0.01% 482 +5 1.11% Q3 2026 Oct 01, 2026
CENTRAL TRUST Co History Reduced 427 55 0.0% 0.0% 483 -73 -14.6% Q3 2026 Nov 05, 2026
WHITTIER TRUST CO History No change 373 53 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 27, 2026
SJS Investment Consulting Inc. History Added to 400 51 0.01% 0.0% 485 +177 79.37% Q3 2026 Oct 26, 2026
Reyes Financial Architecture, Inc. History Added to 386 49 0.03% 0.03% 487 +57 17.33% Q3 2026 Oct 21, 2026
Blue Trust, Inc. History Added to 385 49 0.0% 0.0% 486 +5 1.32% Q3 2026 Oct 15, 2026
GK Wealth Management LLC History New 367 47 0.03% — 490 +367 New Q3 2026 Oct 09, 2026
Lodestone Wealth Management LLC History Reduced 367 47 0.02% 0.02% 489 -10 -2.65% Q3 2026 Oct 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 312 47 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 334 43 0.0% 0.0% 491 0 0.0% Q3 2026 Oct 30, 2026
V-Square Quantitative Management LLC History Reduced 320 41 0.0% 0.01% 492 -90 -21.95% Q3 2026 Oct 15, 2026
CX Institutional History Added to 312 40 0.0% 0.0% 493 +1 0.32% Q3 2026 Oct 02, 2026
North Star Investment Management Corp. History Reduced 300 38 0.0% 0.0% 494 -7 -2.28% Q3 2026 Oct 27, 2026
TSFG, LLC History No change 294 38 0.01% 0.01% 495 0 0.0% Q3 2026 Oct 23, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 253 38 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History Added to 283 36 0.0% 0.0% 497 +40 16.46% Q3 2026 Nov 03, 2026
ASSETMARK, INC History Added to 266 34 0.0% 0.0% 498 +10 3.91% Q3 2026 Oct 21, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 205 31 0.0% 0.0% 499 0 0.0% Q2 2026 Oct 30, 2026
Regatta Research & Money Management History No change 208 31 0.03% 0.03% 500 0 0.0% Q2 2026 Aug 11, 2026
Quent Capital, LLC History No change 194 29 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History Added to 202 26 0.0% 0.01% 502 +6 3.06% Q3 2026 Oct 14, 2026
Basecamp Wealth Advisors LLC History No change 174 26 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 14, 2026
Balance Wealth Partners LLC History New 200 25 0.01% — 507 +200 New Q3 2026 Oct 27, 2026
Elyxium Wealth, LLC History New 196 25 0.0% — 506 +196 New Q3 2026 Oct 27, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 200 25 0.0% 0.0% 504 0 0.0% Q3 2026 Oct 28, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 200 25 0.01% 0.01% 505 0 0.0% Q3 2026 Oct 19, 2026
Core Capital Management & Research, inc. History No change 156 24 0.01% 0.01% 508 0 0.0% Q2 2026 Sep 09, 2026
Heritage Family Offices, LLP History New 185 23 0.01% — 512 +185 New Q3 2026 Nov 02, 2026
HUNTINGTON NATIONAL BANK History No change 155 23 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 150 23 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 05, 2026
Elequin Capital, LP History No change 154 23 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 141 22 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 18, 2026
Transamerica Financial Advisors, LLC History No change 140 21 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 14, 2026
Latitude Advisors, LLC History New 158 20 0.01% — 517 +158 New Q3 2026 Oct 27, 2026
Parkside Financial Bank & Trust History Added to 156 20 0.0% 0.0% 515 +36 30.0% Q3 2026 Oct 27, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Reduced 157 20 0.01% 0.01% 516 -34 -17.8% Q3 2026 Nov 03, 2026
CoreCap Advisors, LLC History Added to 141 18 0.0% 0.0% 519 +56 65.88% Q3 2026 Oct 08, 2026
CVA Family Office, LLC History No change 118 18 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 07, 2026
Caitlin John, LLC History No change 122 18 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 17, 2026
BURKETT FINANCIAL SERVICES, LLC History New 134 17 0.01% — 521 +134 New Q3 2026 Oct 01, 2026
Financial Perspectives, Inc History Added to 119 15 0.0% 0.0% 523 +1 0.85% Q3 2026 Nov 03, 2026
Bangor Savings Bank History No change 123 15 0.0% 0.0% 522 0 0.0% Q3 2026 Oct 06, 2026
PRIVATE TRUST CO NA History No change 110 14 0.0% 0.0% 524 0 0.0% Q3 2026 Oct 20, 2026
Sachetta, LLC History No change 93 14 0.01% 0.01% 525 0 0.0% Q2 2026 Jul 15, 2026
Golden State Wealth Management, LLC History No change 101 13 0.0% 0.0% 526 0 0.0% Q3 2026 Nov 02, 2026
Caitong International Asset Management Co., Ltd History New 98 12 0.0% — 532 +98 New Q3 2026 Oct 29, 2026
MATHER GROUP, LLC. History Added to 94 12 0.0% 0.0% 527 +72 327.27% Q3 2026 Oct 14, 2026
Larson Financial Group LLC History Added to 94 12 0.0% 0.0% 528 +58 161.11% Q3 2026 Nov 05, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 96 12 0.0% 0.0% 531 +17 21.52% Q3 2026 Oct 19, 2026
WealthCollab, LLC History No change 82 12 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 10, 2026
Ascentis Wealth Management, LLC History No change 100 12 0.0% 0.0% 530 0 0.0% Q3 2026 Nov 03, 2026
Owl Creek Wealth Partners LLC History No change 90 11 0.0% 0.0% 533 0 0.0% Q3 2026 Oct 20, 2026
Abound Wealth Management History No change 79 10 0.0% 0.0% 534 0 0.0% Q3 2026 Oct 26, 2026
Global X Japan Co., Ltd. History Reduced 77 9 0.0% 0.0% 536 -3 -3.75% Q3 2026 Oct 21, 2026
Accordant Advisory Group Inc History No change 75 9 0.01% 0.01% 535 0 0.0% Q3 2026 Oct 29, 2026
Activest Wealth Management History New 55 7 0.0% — 539 +55 New Q3 2026 Oct 15, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 50 7 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 13, 2026
WPG Advisers, LLC History No change 62 7 0.0% 0.01% 538 0 0.0% Q3 2026 Oct 27, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 50 6 0.0% — 544 +50 New Q3 2026 Oct 16, 2026
Provenance Wealth Advisors, LLC History New 48 6 0.0% — 543 +48 New Q3 2026 Oct 30, 2026
COUNTRY TRUST BANK History No change 50 6 0.0% 0.0% 540 0 0.0% Q3 2026 Oct 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 54 6 0.0% 0.0% 541 0 0.0% Q3 2026 Oct 22, 2026
Bell Investment Advisors, Inc History No change 47 6 0.0% 0.0% 542 0 0.0% Q3 2026 Oct 28, 2026
Jacobi Capital Management LLC History New 45 5 0.0% — 551 +45 New Q3 2026 Nov 05, 2026
Meriwether Wealth & Planning, LLC History New 43 5 0.0% — 552 +43 New Q3 2026 Oct 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 45 5 0.0% 0.0% 546 -3 -6.25% Q3 2026 Nov 03, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 34 5 0.0% 0.0% 545 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Trust, LLC History No change 34 5 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 06, 2026
Salomon & Ludwin, LLC History No change 46 5 0.0% 0.0% 548 0 0.0% Q3 2026 Oct 29, 2026
Park Place Capital Corp History No change 34 5 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 35 5 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 11, 2026
Creative Capital Management Investments LLC History Added to 36 4 0.0% 0.0% 555 +12 50.0% Q3 2026 Oct 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 31 4 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History No change 38 4 0.0% 0.0% 554 0 0.0% Q3 2026 Oct 21, 2026
Plato Investment Management Ltd History No change 33 4 0.0% 0.0% 556 0 0.0% Q3 2026 Nov 04, 2026
Dogwood Wealth Management LLC History No change 30 4 0.0% 0.0% 557 0 0.0% Q2 2026 Jul 06, 2026
VALLEY NATIONAL ADVISERS INC History Added to 30 3 0.0% 0.0% 559 +9 42.86% Q3 2026 Oct 23, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 25 3 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 05, 2026
TD Capital Management LLC History No change 20 3 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 06, 2026
Horizon Investments, LLC History No change 20 3 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 20 3 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 22, 2026
Cedar Mountain Advisors, LLC History No change 25 3 0.0% 0.0% 563 0 0.0% Q3 2026 Oct 15, 2026
Financial Network Wealth Advisors LLC History No change 24 3 0.0% 0.0% 564 0 0.0% Q3 2026 Oct 27, 2026
Rialto Wealth Management, LLC History No change 25 3 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 20 3 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History Reduced 19 2 0.0% 0.0% 574 -3 -13.64% Q3 2026 Oct 20, 2026
Manchester Capital Management LLC History Added to 18 2 0.0% 0.0% 570 +1 5.88% Q3 2026 Oct 22, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 19 2 0.0% 0.0% 573 +1 5.56% Q3 2026 Oct 27, 2026
Retirement Wealth Solutions LLC History Added to 19 2 0.0% 0.0% 580 +1 5.56% Q3 2026 Oct 07, 2026
FIRST HORIZON CORP History No change 19 2 0.0% 0.0% 567 0 0.0% Q3 2026 Oct 26, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 20 2 0.0% 0.0% 568 0 0.0% Q3 2026 Oct 14, 2026
TOTH FINANCIAL ADVISORY CORP History No change 16 2 0.0% 0.0% 569 0 0.0% Q3 2026 Oct 08, 2026
St. Johns Investment Management Company, LLC History No change 23 2 0.0% 0.0% 571 0 0.0% Q3 2026 Oct 30, 2026
Bogart Wealth, LLC History No change 16 2 0.0% 0.0% 572 0 0.0% Q2 2026 Jul 24, 2026
Cromwell Holdings LLC History No change 17 2 0.0% 0.0% 575 0 0.0% Q3 2026 Oct 28, 2026
Nemes Rush Group LLC History No change 21 2 0.0% 0.0% 576 0 0.0% Q3 2026 Nov 04, 2026
JPL Wealth Management, LLC History No change 15 2 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 13, 2026
Granite FO LLC History No change 16 2 0.0% 0.0% 578 0 0.0% Q3 2026 Oct 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 16 2 0.0% 0.0% 579 0 0.0% Q3 2026 Nov 04, 2026
Torren Management, LLC History No change 16 2 0.0% 0.0% 581 0 0.0% Q3 2026 Oct 29, 2026
Silver Grove Financial Group, Inc. History No change 16 2 0.0% 0.0% 582 0 0.0% Q3 2026 Nov 05, 2026
Signature Equity Partners, LLC History Reduced 13 1 0.0% 0.0% 595 -24 -64.86% Q3 2026 Oct 29, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 15 1 0.0% — 600 +15 New Q3 2026 Oct 30, 2026
ELEVATION WEALTH PARTNERS, LLC History New 13 1 0.0% — 598 +13 New Q3 2026 Oct 07, 2026
First Command Advisory Services, Inc. History New 9 1 0.0% — 597 +9 New Q3 2026 Nov 05, 2026
Burk Holdings LLC History New 9 1 0.0% — 599 +9 New Q3 2026 Nov 04, 2026
Rossby Financial, LCC History Added to 10 1 0.0% 0.0% 593 +2 25.0% Q3 2026 Nov 05, 2026
Bay Harbor Wealth Management, LLC History Added to 15 1 0.0% 0.0% 587 +1 7.14% Q3 2026 Nov 03, 2026
SouthState Bank Corp History No change 10 1 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 7 1 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 13 1 0.0% 0.0% 585 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 8 1 0.0% 0.0% 586 0 0.0% Q3 2026 Oct 28, 2026
Elevated Capital Advisors, LLC History No change 13 1 0.0% 0.0% 588 0 0.0% Q3 2026 Nov 04, 2026
Glass Jacobson Investment Advisors llc History No change 10 1 0.0% 0.0% 589 0 0.0% Q3 2026 Oct 26, 2026
DiNuzzo Private Wealth, Inc. History No change 11 1 0.0% 0.0% 590 0 0.0% Q3 2026 Oct 15, 2026
WEST PACES ADVISORS INC. History No change 13 1 0.0% 0.0% 591 0 0.0% Q3 2026 Oct 13, 2026
Principia Wealth Advisory, LLC History No change 10 1 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 26, 2026
HFM Investment Advisors, LLC History No change 10 1 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 04, 2026
Advocate Investing Services LLC History No change 9 1 0.0% 0.0% 596 0 0.0% Q3 2026 Oct 26, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Closed out 0 0 — 0.91% — -14,569 -100.0% Q3 2026 Oct 15, 2026
Atria Investments, Inc History Closed out 0 0 — 0.01% — -7,391 -100.0% Q3 2026 Oct 15, 2026
ABN AMRO INVESTMENT SOLUTIONS History Closed out 0 0 — 0.01% — -6,580 -100.0% Q3 2026 Oct 21, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.1% — -2,430 -100.0% Q3 2026 Oct 23, 2026
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.0% — -2,166 -100.0% Q3 2026 Oct 15, 2026
Third View Private Wealth, LLC History Closed out 0 0 — 0.03% — -1,746 -100.0% Q3 2026 Oct 30, 2026
First Financial Bank - Trust Division History Closed out 0 0 — 0.02% — -1,612 -100.0% Q3 2026 Oct 01, 2026
ANCHYRA PARTNERS LLC History Closed out 0 0 — 0.06% — -1,541 -100.0% Q3 2026 Oct 13, 2026
Concurrent Investment Advisors, LLC History Closed out 0 0 — 0.0% — -1,473 -100.0% Q3 2026 Oct 16, 2026
AVAII WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.07% — -1,456 -100.0% Q3 2026 Oct 09, 2026
Stiles Financial Services Inc History Closed out 0 0 — 0.06% — -1,437 -100.0% Q3 2026 Oct 29, 2026
Indivisible Partners History Closed out 0 0 — 0.01% — -1,431 -100.0% Q3 2026 Oct 26, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 — 0.0% — -1,409 -100.0% Q3 2026 Oct 26, 2026
Magnus Financial Group LLC History Closed out 0 0 — 0.02% — -1,409 -100.0% Q3 2026 Oct 21, 2026
OARSMAN CAPITAL, INC. History Closed out 0 0 — 0.02% — -1,403 -100.0% Q3 2026 Nov 05, 2026
MINDSET WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.04% — -1,400 -100.0% Q3 2026 Oct 19, 2026
WASHINGTON TRUST Co History Closed out 0 0 — 0.01% — -1,337 -100.0% Q3 2026 Oct 22, 2026
Frank, Rimerman Advisors LLC History Closed out 0 0 — 0.01% — -1,313 -100.0% Q3 2026 Oct 16, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.07% — -1,000 -100.0% Q3 2026 Oct 20, 2026
MONTAG A & ASSOCIATES INC History Closed out 0 0 — 0.0% — -520 -100.0% Q3 2026 Oct 29, 2026
Tower View Wealth Management LLC History Closed out 0 0 — 0.01% — -200 -100.0% Q3 2026 Oct 23, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -158 -100.0% Q3 2026 Oct 07, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.0% — -65 -100.0% Q3 2026 Oct 21, 2026
KELLEHER FINANCIAL ADVISORS History Closed out 0 0 — 0.0% — -22 -100.0% Q3 2026 Oct 30, 2026
Rakuten Securities, Inc. History Reduced 1 0 — 0.0% — -20 -95.24% Q3 2026 Nov 02, 2026
Morton Brown Family Wealth, LLC History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2026 Oct 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2026 Nov 02, 2026
Trifecta Capital Advisors, LLC History Closed out 0 0 — 0.0% — -8 -100.0% Q3 2026 Oct 21, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 7 0 — — — +7 New Q3 2026 Oct 15, 2026
ENTRUST FINANCIAL LLC History New 6 0 — — — +6 New Q3 2026 Nov 03, 2026
Avion Wealth History Closed out 0 0 — — — -6 -100.0% Q3 2026 Nov 03, 2026
Bare Financial Services, Inc History New 5 0 — — — +5 New Q3 2026 Nov 04, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 16, 2026
Navigoe, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Nov 03, 2026
DecisionPoint Financial, LLC History Added to 4 0 — — — +2 100.0% Q3 2026 Oct 27, 2026
Raleigh Capital Management Inc. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 28, 2026
MOTCO History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
IMA Advisory Services, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Financial Management Professionals, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Quaker Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
SBI Securities Co., Ltd. History No change 5 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Management Group, LLC History No change 6 0 — — — 0 0.0% Q3 2026 Oct 19, 2026
Hughes Financial Services, LLC History No change 6 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
ROSS\JOHNSON & Associates LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 28, 2026
TIAA Wealth Investment Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
3 FACTOR INDEXING, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Planning Strategies Inc. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 02, 2026
James T. Borello RIA History No change 1 0 — — — 0 0.0% Q3 2026 Oct 16, 2026