Pacific Airport Group - PAC

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.
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 2,174,974 550,616 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,174,118 297,239 0.45% 0.45% 2 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 736,170 186,370 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
Ashoka WhiteOak Capital Pte Ltd History No change 575,040 145,577 34.23% 34.23% 4 0 0.0% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 504,626 127,751 0.0% 0.0% 5 0 0.0% Q2 2026 Sep 22, 2026
DEUTSCHE BANK AG\ History No change 468,323 118,560 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 391,300 99,061 0.14% 0.14% 7 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 273,371 69,207 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 213,719 54,105 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 11, 2026
Northcape Capital Pty Ltd History No change 173,611 43,951 5.93% 5.93% 10 0 0.0% Q2 2026 Jul 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 165,997 42,023 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 155,618 39,407 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 11, 2026
1832 Asset Management L.P. History No change 104,740 26,515 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 92,873 23,511 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 89,301 22,607 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 86,944 22,010 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 06, 2026
Fisher Funds Management LTD History No change 84,412 21,369 0.61% 0.61% 17 0 0.0% Q2 2026 Jul 14, 2026
Carnegie Investment Counsel History No change 81,091 20,528 0.41% 0.41% 18 0 0.0% Q2 2026 Jul 30, 2026
NORTHERN TRUST CORP History No change 73,269 18,548 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 57,363 14,522 0.08% 0.08% 20 0 0.0% Q2 2026 Aug 14, 2026
Empirical Finance, LLC History No change 55,844 14,137 0.59% 0.59% 21 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 53,447 13,530 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 50,387 12,755 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 04, 2026
Maryland State Retirement & Pension System History No change 49,768 12,599 0.22% 0.22% 24 0 0.0% Q2 2026 Jul 30, 2026
MACKENZIE FINANCIAL CORP History No change 49,651 12,569 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 13, 2026
Metis Global Partners, LLC History No change 48,538 12,287 0.28% 0.28% 26 0 0.0% Q2 2026 Aug 10, 2026
Dixon Mitchell Investment Counsel Inc. History No change 42,500 10,759 0.35% 0.35% 27 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 38,993 9,871 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 38,649 9,784 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
DEPRINCE RACE & ZOLLO INC History No change 37,914 9,598 0.16% 0.16% 30 0 0.0% Q2 2026 Aug 20, 2026
CANADA LIFE ASSURANCE Co History No change 32,400 8,185 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 27,648 6,999 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 04, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 18,521 4,688 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 17,925 4,537 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
Malaga Cove Capital, LLC History No change 17,827 4,513 1.44% 1.44% 35 0 0.0% Q2 2026 Jul 23, 2026
JPMORGAN CHASE & CO History No change 14,072 3,582 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 13,852 3,506 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
ABS Investment Management LLC History No change 13,800 3,493 2.19% 2.19% 38 0 0.0% Q2 2026 Aug 14, 2026
Eurizon Capital SGR S.p.A. History No change 13,348 3,400 0.01% 0.01% 39 0 0.0% Q2 2026 Jul 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 13,000 3,291 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 10, 2026
MARSHALL WACE, LLP History No change 12,340 3,123 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 11,820 2,992 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 12, 2026
Capital Innovations LLC History No change 9,701 2,975 0.77% 0.77% 43 0 0.0% Q2 2026 Aug 11, 2026
ALBERT D MASON INC History No change 11,726 2,968 1.69% 1.69% 44 0 0.0% Q2 2026 Jul 22, 2026
Quantinno Capital Management LP History No change 11,321 2,866 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 10,158 2,571 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 9,884 2,502 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 9,855 2,494 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 9,694 2,454 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 11, 2026
RHUMBLINE ADVISERS History No change 8,970 2,270 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
Y-Intercept (Hong Kong) Ltd History No change 7,786 1,971 0.04% 0.04% 51 0 0.0% Q2 2026 Jul 13, 2026
OSAIC HOLDINGS, INC. History No change 7,555 1,912 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 7,342 1,859 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 05, 2026
Invesco Ltd. History No change 7,054 1,785 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History No change 6,672 1,689 0.02% 0.02% 55 0 0.0% Q2 2026 Jul 16, 2026
XTX Topco Ltd History No change 5,946 1,505 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 14, 2026
Point Nemo Capital, LLC History No change 5,777 1,462 0.74% 0.74% 57 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,595 1,416 0.0% 0.0% 58 0 0.0% Q2 2026 Sep 23, 2026
Candriam S.C.A. History No change 5,556 1,405 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 13, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 5,225 1,322 0.08% 0.08% 60 0 0.0% Q2 2026 Jul 31, 2026
Aquatic Capital Management LLC History No change 5,160 1,306 0.04% 0.04% 61 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 4,960 1,255 0.08% 0.08% 62 0 0.0% Q2 2026 Jul 23, 2026
ProShare Advisors LLC History No change 4,853 1,228 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 4,773 1,208 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
NOVEM GROUP History No change 4,668 1,181 0.12% 0.12% 65 0 0.0% Q2 2026 Jul 21, 2026
FLOW TRADERS U.S. LLC History No change 3,940 997 0.04% 0.04% 66 0 0.0% Q2 2026 Aug 14, 2026
Marshall Financial Group, LLC History No change 3,913 990 0.14% 0.14% 67 0 0.0% Q2 2026 Jul 17, 2026
Storgate, LLC History No change 3,633 919 0.19% 0.19% 68 0 0.0% Q2 2026 Aug 12, 2026
Harbour Capital Advisors, LLC History No change 3,782 891 0.16% 0.16% 69 0 0.0% Q2 2026 Jul 15, 2026
SCOTIA CAPITAL INC. History No change 3,477 880 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 11, 2026
Militia Capital Management LLC History No change 3,400 860 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 3,275 829 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 3,229 817 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 3,093 783 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 3,078 779 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,003 760 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 11, 2026
Campbell & CO Investment Adviser LLC History No change 2,876 728 0.04% 0.04% 77 0 0.0% Q2 2026 Aug 03, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 2,800 712 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,795 707 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Abacus Wealth Partners, LLC History No change 3,518 699 0.07% 0.07% 80 0 0.0% Q2 2026 Jul 22, 2026
Sage Investment Counsel LLC History No change 2,740 693 0.69% 0.69% 81 0 0.0% Q2 2026 Jul 22, 2026
AGF MANAGEMENT LTD History No change 2,716 687 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 10, 2026
LPL Financial LLC History No change 2,629 665 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 2,607 659 0.01% 0.01% 84 0 0.0% Q2 2026 Jul 28, 2026
Caprock Group, LLC History No change 2,478 627 0.01% 0.01% 85 0 0.0% Q2 2026 Jul 27, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,322 587 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 2,316 586 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
PROFUND ADVISORS LLC History No change 2,272 575 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 11, 2026
Fulcrum Asset Management LLP History No change 2,071 527 0.05% 0.05% 89 0 0.0% Q2 2026 Aug 18, 2026
HRT FINANCIAL LP History No change 2,050 518 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 1,949 493 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 1,923 486 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
GUGGENHEIM CAPITAL LLC History No change 1,905 482 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 12, 2026
Ethic Inc. History No change 1,882 476 0.01% 0.01% 94 0 0.0% Q2 2026 Jul 29, 2026
MML INVESTORS SERVICES, LLC History No change 1,847 467 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 1,799 455 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,758 445 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 1,635 413 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 27, 2026
J.Safra Asset Management Corp History No change 1,601 405 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Personalized Indexing Management, LLC History No change 1,589 402 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 1,568 396 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Wealth History No change 1,545 391 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 1,520 384 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
EVERETT HARRIS & CO /CA/ History No change 1,495 378 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 03, 2026
CITIGROUP INC History No change 1,480 374 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 03, 2026
Quantum Portfolio Management LLC History No change 1,409 356 0.13% 0.13% 106 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 1,331 336 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 1,306 330 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 1,300 329 0.03% 0.03% 109 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 1,266 321 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 1,102 278 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 17, 2026
COZAD ASSET MANAGEMENT INC History No change 1,071 271 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 1,018 257 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,003 253 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 07, 2026
MISSION WEALTH MANAGEMENT, LP History No change 1,003 253 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 20, 2026
Allspring Global Investments Holdings, LLC History No change 973 245 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Athena Wealth Management, LLC History No change 971 245 0.18% 0.18% 117 0 0.0% Q2 2026 Jul 21, 2026
STIFEL FINANCIAL CORP History No change 965 244 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 941 238 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 910 230 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Discipline Wealth Solutions, LLC History No change 908 229 0.02% 0.02% 121 0 0.0% Q2 2026 Jul 21, 2026
Alamar Capital Management, LLC History No change 900 227 0.11% 0.11% 122 0 0.0% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History No change 868 219 0.0% 0.0% 123 0 0.0% Q2 2026 Jul 22, 2026
Raiffeisen Bank International AG History No change 850 216 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 03, 2026
SG Americas Securities, LLC History No change 824 209 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 825 208 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 818 207 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 06, 2026
Caitong International Asset Management Co., Ltd History No change 749 189 0.03% 0.03% 128 0 0.0% Q2 2026 Aug 04, 2026
US BANCORP \DE\ History No change 702 177 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
Mondrian Investment Partners LTD History No change 678 171 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 30, 2026
Index Technologies Group LLC History No change 541 136 0.11% 0.11% 131 0 0.0% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History No change 478 121 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 31, 2026
MATHER GROUP, LLC. History No change 473 119 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History No change 405 102 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 21, 2026
GHP Investment Advisors, Inc. History No change 377 95 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 17, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 361 91 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 336 85 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 307 77 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 23, 2026
BNP Paribas Asset Management Holding S.A. History No change 303 76 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
Basecamp Wealth Advisors LLC History No change 225 56 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 206 52 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 06, 2026
Elequin Capital, LP History No change 193 48 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 185 46 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 183 46 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 180 45 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 156 39 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 148 37 0.01% 0.01% 147 0 0.0% Q2 2026 Jul 08, 2026
JONES FINANCIAL COMPANIES LLLP History No change 147 37 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 146 36 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 137 34 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 132 33 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 24, 2026
Fideuram Asset Management (Ireland) dac History No change 130 31 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 23, 2026
Farther Finance Advisors, LLC History No change 113 28 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 17, 2026
CULLEN/FROST BANKERS, INC. History No change 93 23 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 27, 2026
First Pacific Financial History No change 75 18 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 20, 2026
ASSETMARK, INC History No change 68 17 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 30, 2026
GAMMA Investing LLC History Reduced 67 13 0.0% 0.0% 157 -1 -1.47% Q3 2026 Oct 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 51 12 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 37 9 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 35 8 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History Reduced 37 7 0.0% 0.0% 161 -1 -2.63% Q3 2026 Oct 05, 2026
JFS WEALTH ADVISORS, LLC History No change 21 5 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 10, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 20 5 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 15, 2026
Transamerica Financial Advisors, LLC History No change 16 4 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 13 3 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL CONSULATE, INC History No change 9 2 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 23, 2026
Gleason Group, Inc. History No change 11 2 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 13, 2026
True Wealth Design, LLC History No change 8 2 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 16, 2026
Smartleaf Asset Management LLC History No change 9 2 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 5 1 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History No change 5 1 0.0% 0.0% 171 0 0.0% Q3 2026 Oct 02, 2026
SBI Securities Co., Ltd. History No change 7 1 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 22, 2026
Bare Financial Services, Inc History No change 4 1 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 27, 2026
JPL Wealth Management, LLC History No change 4 1 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 5 1 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2026 Oct 07, 2026
Versant Capital Management, Inc History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 01, 2026
BOK Financial Private Wealth, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Stone House Investment Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Banque Cantonale Vaudoise History No change 524 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Rosenberg Matthew Hamilton History No change 2 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
Bell Investment Advisors, Inc History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
LRI Investments, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 14, 2026