PACS Group, Inc. - PACS

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
COHEN & STEERS, INC. History No change 8,343,381 355,762 0.56% 0.56% 1 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 6,207,375 264,682 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 4,155,408 177,186 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
Crewe Advisors LLC History No change 3,307,188 141,018 10.22% 10.22% 4 0 0.0% Q2 2026 Jul 23, 2026
AMERICAN CENTURY COMPANIES INC History No change 3,108,196 132,533 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 1,995,116 85,071 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,982,621 84,538 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,843,496 78,606 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
Alyeska Investment Group, L.P. History No change 1,539,065 65,625 0.17% 0.17% 9 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,298,619 55,373 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,230,728 52,457 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,208,670 51,547 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 1,124,145 47,933 0.0% 0.0% 13 0 0.0% Q2 2026 Sep 22, 2026
ROYCE & ASSOCIATES LP History No change 912,492 38,908 0.31% 0.31% 14 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 750,750 32,012 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 724,642 30,898 0.0% 0.0% 16 0 0.0% Q2 2026 Sep 02, 2026
JANE STREET GROUP, LLC History No change 686,854 29,287 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 664,861 28,349 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 452,901 19,311 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 449,052 19,147 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 443,484 18,910 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 428,868 18,286 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 385,647 16,443 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 366,402 15,623 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History No change 364,147 15,527 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 330,194 14,079 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 314,990 13,431 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 296,715 12,651 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 11, 2026
ALGERT GLOBAL LLC History No change 288,879 12,317 0.15% 0.15% 29 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 281,959 12,022 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 278,522 11,876 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 276,795 11,802 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 270,036 11,514 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
Clark Capital Management Group, Inc. History No change 264,514 11,278 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 11, 2026
Defilade Capital Management, L.P. History No change 215,675 9,196 1.23% 1.23% 35 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 197,105 8,404 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 06, 2026
Bank of New York Mellon Corp History No change 192,210 8,195 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 06, 2026
T. Rowe Price Investment Management, Inc. History No change 187,000 7,974 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 180,440 7,693 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 166,277 7,090 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 152,846 6,517 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 27, 2026
Qube Research & Technologies Ltd History No change 148,953 6,351 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 141,243 6,022 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 06, 2026
Invesco Ltd. History No change 133,147 5,677 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 119,450 5,093 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 13, 2026
Eversept Partners, LP History No change 117,441 5,007 0.26% 0.26% 46 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 108,384 4,621 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 107,517 4,584 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 04, 2026
WELLS FARGO & COMPANY/MN History No change 86,491 3,687 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 85,162 3,631 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 84,199 3,590 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 07, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 84,000 3,581 0.83% 0.83% 52 0 0.0% Q2 2026 Aug 03, 2026
PRUDENTIAL FINANCIAL INC History No change 80,795 3,445 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 83,632 3,426 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 12, 2026
Swiss National Bank History No change 78,800 3,360 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 78,201 3,334 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 77,105 3,288 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 71,909 3,066 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 69,965 2,983 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 64,861 2,765 0.0% 0.0% 60 0 0.0% Q2 2026 Sep 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 62,006 2,643 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History No change 60,912 2,597 0.11% 0.11% 62 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 59,523 2,538 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 58,403 2,490 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
Peterson Wealth Services History No change 51,004 2,174 0.47% 0.47% 65 0 0.0% Q2 2026 Jul 27, 2026
ALLIANCEBERNSTEIN L.P. History No change 66,990 2,151 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 48,177 2,054 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 07, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 46,573 1,985 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 44,960 1,917 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 24, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 44,400 1,893 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 25, 2026
Man Group plc History No change 42,801 1,825 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 41,106 1,752 0.11% 0.11% 72 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 38,251 1,632 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 38,200 1,628 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 37,797 1,611 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 03, 2026
LPL Financial LLC History No change 37,065 1,580 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 36,693 1,564 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
ZACKS INVESTMENT MANAGEMENT History No change 36,631 1,561 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 36,514 1,556 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 34,173 1,457 0.08% 0.08% 80 0 0.0% Q2 2026 Aug 05, 2026
BARCLAYS PLC History No change 30,895 1,317 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 30,058 1,281 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Trek Financial, LLC History No change 29,463 1,256 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 13, 2026
Jackson Creek Investment Advisors LLC History No change 26,110 1,201 0.4% 0.4% 84 0 0.0% Q2 2026 Aug 10, 2026
MetLife Investment Management, LLC History No change 27,320 1,164 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 26,991 1,150 0.06% 0.06% 86 0 0.0% Q2 2026 Jul 16, 2026
Vanguard Global Advisers, LLC History No change 26,977 1,150 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 26,537 1,131 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 26,470 1,128 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 24,770 1,056 0.0% 0.0% 90 0 0.0% Q2 2026 Sep 09, 2026
Smith Group Asset Management, LLC History No change 24,360 1,038 0.04% 0.04% 91 0 0.0% Q2 2026 Aug 03, 2026
Renaissance Capital LLC History No change 23,163 987 0.54% 0.54% 92 0 0.0% Q2 2026 Aug 05, 2026
Bleakley Financial Group, LLC History No change 22,219 947 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 21,438 914 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 21,314 908 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 14, 2026
AXQ CAPITAL, LP History No change 21,247 905 0.1% 0.1% 96 0 0.0% Q2 2026 Aug 06, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 21,160 902 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 21,100 899 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 20,573 877 0.21% 0.21% 99 0 0.0% Q2 2026 Aug 13, 2026
Pacific Capital Wealth Advisors, Inc. History No change 20,560 876 0.13% 0.13% 100 0 0.0% Q2 2026 Jul 09, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 18,086 771 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 17,688 754 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 17,504 746 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 17,447 743 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Jacobsen Capital Management History No change 17,258 735 0.21% 0.21% 105 0 0.0% Q2 2026 Jul 29, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,600 707 0.0% 0.0% 106 0 0.0% Q2 2026 Jul 29, 2026
Catalyst Funds Management Pty Ltd History No change 16,301 695 0.04% 0.04% 107 0 0.0% Q2 2026 Aug 10, 2026
Fieldview Capital Management, LLC History No change 15,767 672 0.19% 0.19% 108 0 0.0% Q2 2026 Aug 14, 2026
Yorktown Management & Research Co Inc History No change 15,600 665 0.41% 0.41% 109 0 0.0% Q2 2026 Jul 23, 2026
Crawford Fund Management, LLC History No change 14,000 596 0.09% 0.09% 110 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 13,900 592 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 13,731 585 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 23, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 13,478 574 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 11, 2026
Handelsbanken Fonder AB History No change 13,300 567 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 10, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 11,800 503 0.05% 0.05% 115 0 0.0% Q2 2026 Jul 31, 2026
Cetera Investment Advisers History No change 11,582 493 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 11,433 487 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 11,137 474 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 28, 2026
STRS OHIO History No change 11,100 473 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 30, 2026
Arizona State Retirement System History No change 10,842 462 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 07, 2026
KLP KAPITALFORVALTNING AS History No change 10,600 451 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 10,014 426 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Meeder Advisory Services, Inc. History No change 9,603 409 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 07, 2026
State of Wyoming History No change 9,432 402 0.04% 0.04% 124 0 0.0% Q2 2026 Aug 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 9,188 391 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 19, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 9,137 389 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Investment Research Advisors, Inc. History No change 9,086 387 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 8,831 376 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 8,644 368 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 8,592 366 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 07, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 8,548 364 0.02% 0.02% 131 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 8,082 349 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 15, 2026
D. E. Shaw & Co., Inc. History No change 7,911 337 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 7,500 319 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 07, 2026
Balboa Wealth Partners History No change 7,405 315 0.04% 0.04% 135 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 7,182 306 0.01% 0.01% 136 0 0.0% Q2 2026 Jul 28, 2026
Cambria Investment Management, L.P. History No change 7,178 306 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 7,000 298 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 6,934 295 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 6,814 290 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History No change 6,791 289 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 30, 2026
Graham Capital Management, L.P. History No change 6,678 284 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 6,635 282 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History No change 6,428 274 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 29, 2026
ProShare Advisors LLC History No change 6,093 259 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History No change 5,971 254 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 03, 2026
Tidal Investments LLC History No change 5,912 252 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
Bayforest Capital Ltd History No change 5,926 252 0.23% 0.23% 148 0 0.0% Q2 2026 Aug 05, 2026
Rothschild Wealth LLC History No change 5,546 236 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 11, 2026
COMMERCE BANK History No change 5,400 230 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Personalized Indexing Management, LLC History No change 5,373 229 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 5,362 228 0.01% 0.01% 152 0 0.0% Q2 2026 Jul 24, 2026
State of Alaska, Department of Revenue History No change 5,204 221 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 20, 2026
Y-Intercept (Hong Kong) Ltd History No change 5,153 219 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 13, 2026
Vise Technologies, Inc. History No change 5,128 218 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 4,984 212 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 4,807 204 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 10, 2026
CIBC Asset Management Inc History No change 4,781 203 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 03, 2026
Merit Financial Group, LLC History No change 4,745 202 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 20, 2026
SG Americas Securities, LLC History No change 4,496 192 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 4,225 180 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 3,744 159 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 3,924 156 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 3,619 154 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Fulcrum Asset Management LLP History No change 3,194 127 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,597 110 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 07, 2026
Kemnay Advisory Services Inc. History No change 2,437 103 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 2,331 99 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 10, 2026
Nykredit A/S History No change 2,238 95 0.0% 0.0% 169 0 0.0% Q2 2026 Sep 08, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,097 89 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History No change 2,097 89 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 07, 2026
Physician Wealth Advisors, Inc. History No change 1,954 83 0.01% 0.01% 172 0 0.0% Q2 2026 Jul 20, 2026
Allworth Financial LP History No change 1,410 60 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,409 59 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History No change 1,307 56 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 05, 2026
Versant Capital Management, Inc History Reduced 1,281 53 0.0% 0.01% 176 -95 -6.9% Q3 2026 Oct 01, 2026
OSAIC HOLDINGS, INC. History No change 1,165 49 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 939 40 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 928 39 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 23, 2026
TOTH FINANCIAL ADVISORY CORP History No change 800 34 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 14, 2026
Kilter Group LLC History No change 815 34 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History No change 755 32 0.01% 0.01% 182 0 0.0% Q2 2026 Jul 20, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 701 29 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 10, 2026
Financial Management Professionals, Inc. History No change 663 28 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 09, 2026
Parallel Advisors, LLC History No change 553 23 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 05, 2026
BNP Paribas Asset Management Holding S.A. History No change 504 21 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 512 21 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 450 19 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 392 17 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 07, 2026
CULLEN/FROST BANKERS, INC. History No change 397 16 0.0% 0.0% 190 0 0.0% Q2 2026 Jul 27, 2026
Essential Partners LLC History No change 385 16 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 372 15 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 324 14 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 07, 2026
Optiver Holding B.V. History No change 332 14 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 293 12 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History No change 256 10 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 17, 2026
NATIONAL BANK OF CANADA /FI/ History No change 220 9 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 10, 2026
Transamerica Financial Advisors, LLC History No change 228 9 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 207 8 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 06, 2026
J.Safra Asset Management Corp History No change 179 7 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 06, 2026
Caitong International Asset Management Co., Ltd History No change 183 7 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 134 5 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 06, 2026
MassMutual Private Wealth & Trust, FSB History No change 118 5 0.0% 0.0% 203 0 0.0% Q2 2026 Jul 02, 2026
Cornerstone Planning Group LLC History No change 115 5 0.0% 0.0% 204 0 0.0% Q2 2026 Jul 29, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 100 4 0.0% 0.0% 205 0 0.0% Q2 2026 Jul 16, 2026
CVA Family Office, LLC History No change 76 3 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 55 2 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 50 2 0.0% 0.0% 208 0 0.0% Q2 2026 Sep 04, 2026
Rockefeller Capital Management L.P. History No change 48 2 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 53 2 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 47 2 0.0% 0.0% 211 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 63 2 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 41 1 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 39 1 0.0% 0.0% 214 0 0.0% Q2 2026 Jul 30, 2026
JFS WEALTH ADVISORS, LLC History No change 37 1 0.0% 0.0% 215 0 0.0% Q2 2026 Jul 10, 2026
IFP Advisors, Inc History No change 34 1 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 20, 2026
Stone House Investment Management, LLC History No change 45 1 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 05, 2026
Avion Wealth History No change 26 1 0.0% 0.0% 218 0 0.0% Q2 2026 Jul 31, 2026
Fortitude Family Office, LLC History No change 40 1 0.0% 0.0% 219 0 0.0% Q2 2026 Jul 20, 2026
Valued Wealth Advisors LLC History No change 44 1 0.0% 0.0% 220 0 0.0% Q2 2026 Jul 20, 2026
Bare Financial Services, Inc History No change 36 1 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 27, 2026
Hughes Financial Services, LLC History No change 37 1 0.0% 0.0% 222 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 29 1 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
C M BIDWELL & ASSOCIATES LTD History No change 19 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Bay Harbor Wealth Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
CoreCap Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
DecisionPoint Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Creative Capital Management Investments LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Quarry LP History No change 8 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
DiNuzzo Private Wealth, Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
LRI Investments, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Rialto Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Navigoe, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HFM Investment Advisors, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Keating Financial Advisory Services, Inc. History No change 22 0 — — — 0 0.0% Q2 2026 Aug 11, 2026