Paymentus Holdings, Inc. - PAY

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
Capital International Investors History No change 7,069,846 170,807 0.04% 0.04% 1 0 0.0% Q2 2026 Aug 12, 2026
WASATCH ADVISORS LP History No change 6,188,196 149,506 0.98% 0.98% 2 0 0.0% Q2 2026 Jul 09, 2026
BlackRock, Inc. History No change 4,643,131 112,178 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
Capital World Investors History No change 4,276,060 103,309 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,820,964 68,154 0.3% 0.3% 5 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,563,614 61,936 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,524,171 60,983 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 1,946,392 47,024 0.13% 0.13% 8 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,472,722 35,586 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 1,293,473 31,250 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 1,250,650 30,215 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,057,980 25,560 0.0% 0.0% 12 0 0.0% Q2 2026 Sep 22, 2026
LOOMIS SAYLES & CO L P History No change 937,527 22,650 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 912,072 22,035 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 11, 2026
CYPRESS POINT INVESTMENT MANAGEMENT LP History No change 881,115 21,287 3.86% 3.86% 15 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 816,290 19,722 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 14, 2026
NEXT CENTURY GROWTH INVESTORS LLC History No change 772,520 18,664 0.99% 0.99% 17 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 764,016 18,458 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group History No change 733,470 17,720 4.65% 4.65% 19 0 0.0% Q2 2026 Jul 30, 2026
MARSHALL WACE, LLP History No change 710,643 17,169 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 706,796 17,076 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 03, 2026
MORGAN STANLEY History No change 651,822 15,748 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
TimesSquare Capital Management, LLC History No change 620,222 14,984 0.22% 0.22% 23 0 0.0% Q2 2026 Aug 07, 2026
North Reef Capital Management LP History No change 600,000 14,496 0.56% 0.56% 24 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 589,423 14,240 0.09% 0.09% 25 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 565,441 13,661 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 557,391 13,466 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 487,675 11,782 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
Palisades Investment Partners, LLC History No change 430,896 10,410 2.96% 2.96% 29 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD FIDUCIARY TRUST CO History No change 410,654 9,921 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 381,146 9,208 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 307,324 7,424 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
CASTLEARK MANAGEMENT LLC History No change 298,540 7,212 0.19% 0.19% 33 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 288,297 6,965 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 287,338 6,942 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 262,441 6,340 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 247,966 5,990 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 246,454 5,954 0.01% 0.01% 38 0 0.0% Q2 2026 Jul 29, 2026
Point72 Asset Management, L.P. History No change 219,407 5,300 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 195,920 4,733 0.1% 0.1% 40 0 0.0% Q2 2026 Jul 31, 2026
NORGES BANK History No change 188,900 4,563 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 171,778 4,150 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 169,931 4,105 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 166,500 4,022 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 06, 2026
FIRST TRUST ADVISORS LP History No change 153,803 3,715 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 127,272 3,074 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 113,500 2,742 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 111,725 2,699 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 106,163 2,564 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 94,767 2,289 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 93,420 2,257 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 92,746 2,240 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 90,582 2,188 0.29% 0.29% 53 0 0.0% Q2 2026 Aug 06, 2026
GLOBEFLEX CAPITAL L P History No change 88,313 2,133 0.27% 0.27% 54 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 86,038 2,078 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 83,947 2,028 0.11% 0.11% 56 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History No change 83,130 2,008 0.03% 0.03% 57 0 0.0% Q2 2026 Jul 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 82,776 1,999 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 76,960 1,859 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 74,415 1,797 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 72,053 1,740 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 03, 2026
RHUMBLINE ADVISERS History No change 68,933 1,665 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
Aquatic Capital Management LLC History No change 68,238 1,648 0.06% 0.06% 63 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 64,000 1,625 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Wakefield Asset Management LLLP History No change 65,562 1,583 0.36% 0.36% 65 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 65,175 1,574 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 64,951 1,569 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 24, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 64,972 1,569 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 06, 2026
DEUTSCHE BANK AG\ History No change 63,390 1,531 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 07, 2026
Legal & General Group Plc History No change 61,229 1,479 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 58,362 1,411 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 58,284 1,408 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 14, 2026
B. Metzler seel. Sohn & Co. AG History No change 54,030 1,305 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 53,941 1,303 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 52,375 1,265 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 51,246 1,238 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 48,927 1,182 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 48,197 1,164 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 47,636 1,150 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 44,652 1,082 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 43,963 1,062 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 41,501 1,002 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 40,901 988 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 03, 2026
JANE STREET GROUP, LLC History No change 40,479 977 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 40,164 970 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
OP Asset Management Ltd History No change 39,123 945 0.01% 0.01% 86 0 0.0% Q2 2026 Jul 28, 2026
Vident Advisory, LLC History No change 38,651 933 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 37,200 898 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 36,613 884 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Technology Lab Private Ltd History No change 35,290 853 0.19% 0.19% 90 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History No change 34,874 842 0.01% 0.01% 91 0 0.0% Q2 2026 Jul 28, 2026
Boston Partners History No change 33,257 803 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 04, 2026
Legato Capital Management LLC History No change 30,790 743 0.06% 0.06% 93 0 0.0% Q2 2026 Aug 06, 2026
Voleon Capital Management LP History No change 28,190 681 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 27,900 674 0.0% 0.0% 95 0 0.0% Q2 2026 Sep 02, 2026
Russell Investments Group, Ltd. History No change 27,548 665 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 27,652 663 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 26,172 632 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 25,889 625 0.0% 0.0% 99 0 0.0% Q2 2026 Sep 09, 2026
LPL Financial LLC History No change 25,812 623 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Global Advisers, LLC History No change 22,419 541 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 22,274 538 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 17, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 22,041 532 0.09% 0.09% 103 0 0.0% Q2 2026 Aug 04, 2026
LVZ, Inc. History No change 21,812 526 0.05% 0.05% 104 0 0.0% Q2 2026 Jul 09, 2026
Jupiter Topco LLC History No change 21,010 507 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History No change 20,411 493 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 18,838 455 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 18,300 442 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 17,560 424 0.0% 0.0% 109 0 0.0% Q2 2026 Jul 23, 2026
EntryPoint Capital, LLC History No change 16,515 399 0.1% 0.1% 110 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 16,435 397 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 06, 2026
Arizona State Retirement System History No change 15,611 377 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 07, 2026
Engineers Gate Manager LP History No change 15,184 366 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 15,172 366 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 14,500 350 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 14,278 344 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 14,231 343 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 14,000 338 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Investments Australia, Ltd. History No change 13,622 329 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 12,800 309 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 12,038 290 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 07, 2026
Freestone Grove Partners LP History No change 11,925 288 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 11,331 273 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 11,130 268 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 10,942 264 0.0% 0.0% 125 0 0.0% Q2 2026 Sep 23, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 10,524 254 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,046 242 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 10, 2026
Intrinsic Edge Capital Management LLC History No change 10,000 241 0.02% 0.02% 128 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 9,730 235 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 9,680 233 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Investment Partners, LLC History No change 8,778 212 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 07, 2026
Advisors Asset Management, Inc. History No change 6,883 166 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 6,450 155 0.04% 0.04% 133 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 6,046 146 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
RiverPark Advisors, LLC History No change 5,463 131 0.06% 0.06% 135 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Investment Partners, Inc. History No change 5,403 130 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 4,721 114 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 3,774 91 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 3,701 89 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 2,910 69 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
Hilton Head Capital Partners, LLC History No change 2,370 57 0.03% 0.03% 141 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,684 39 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History No change 1,598 39 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS History No change 1,100 26 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 1,077 26 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 23, 2026
MCF Advisors LLC History No change 942 22 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 835 20 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 10, 2026
BNP Paribas Asset Management Holding S.A. History No change 664 16 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
Blue Trust, Inc. History No change 623 15 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 21, 2026
Bogart Wealth, LLC History No change 600 14 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 458 11 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 24, 2026
Optiver Holding B.V. History No change 442 10 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 313 7 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 10, 2026
Nykredit A/S History No change 281 6 0.0% 0.0% 154 0 0.0% Q2 2026 Sep 08, 2026
Quarry LP History No change 283 6 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 215 5 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 10, 2026
Anchor Investment Management, LLC History No change 200 4 0.0% 0.0% 157 0 0.0% Q2 2026 Sep 15, 2026
RMG Wealth Management LLC History No change 100 4 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 171 4 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 03, 2026
GROUP ONE TRADING LLC History No change 136 3 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 131 3 0.0% 0.0% 161 0 0.0% Q2 2026 Sep 04, 2026
Mirae Asset Global Investments Co., Ltd. History No change 162 3 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History No change 154 3 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 150 3 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 06, 2026
IFP Advisors, Inc History No change 93 2 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 20, 2026
Caitong International Asset Management Co., Ltd History No change 93 2 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 04, 2026
Allworth Financial LP History No change 73 1 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 11, 2026
True Wealth Design, LLC History No change 61 1 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 16, 2026
Bare Financial Services, Inc History No change 43 1 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 27, 2026
Smartleaf Asset Management LLC History No change 67 1 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History New 27 0 — — — +27 New Q3 2026 Oct 01, 2026
ROTHSCHILD INVESTMENT LLC History No change 30 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 33 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
CVA Family Office, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
SJS Investment Consulting Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Creative Capital Management Investments LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
LRI Investments, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Rialto Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Keating Financial Advisory Services, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026