Prestige Consumer Healthcare Inc. - PBH

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 7,831,333 370,187 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
ARIEL INVESTMENTS, LLC History No change 4,868,711 230,143 2.29% 2.29% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,825,340 133,553 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,649,545 121,537 0.02% 0.02% 4 -11,746 -0.44% Q3 2026 Nov 04, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 2,331,821 110,225 0.3% 0.3% 5 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,136,944 101,013 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 2,116,513 100,047 0.0% 0.0% 7 0 0.0% Q2 2026 Sep 22, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 2,051,060 96,953 0.68% 0.68% 8 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,872,023 88,490 0.27% 0.27% 9 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,571,742 74,306 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 1,243,931 58,800 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History Reduced 934,359 41,831 0.07% 0.09% 12 -337,591 -26.54% Q3 2026 Nov 04, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 828,628 39,252 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 05, 2026
NORTHERN TRUST CORP History No change 773,449 36,560 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
WESTWOOD HOLDINGS GROUP INC History No change 750,445 35,473 0.27% 0.27% 15 0 0.0% Q2 2026 Aug 14, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 689,692 32,601 1.59% 1.59% 16 0 0.0% Q2 2026 Aug 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 658,659 31,134 0.02% 0.02% 17 0 0.0% Q2 2026 Sep 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 654,174 30,922 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 638,605 30,186 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 629,836 29,772 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 03, 2026
GOLDMAN SACHS GROUP INC History No change 586,536 27,725 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 564,157 26,667 0.0% 0.0% 22 0 0.0% Q2 2026 Sep 02, 2026
BANK OF AMERICA CORP /DE/ History No change 555,894 26,277 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
Leeward Investments, LLC - MA History Added to 526,609 24,155 1.22% 0.94% 24 +88,693 20.25% Q3 2026 Oct 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 464,353 21,949 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 421,440 19,921 0.13% 0.13% 26 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 406,370 19,209 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 359,721 17,004 0.05% 0.05% 28 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 346,543 16,382 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 347,905 15,958 0.01% 0.01% 30 +79,221 29.48% Q3 2026 Nov 02, 2026
ARMISTICE CAPITAL, LLC History No change 336,000 15,882 0.19% 0.19% 31 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 325,275 15,375 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History No change 313,887 14,837 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 313,778 14,832 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 308,962 14,604 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 296,434 14,012 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 11, 2026
Tributary Capital Management, LLC History Added to 283,688 13,012 1.19% 0.98% 37 +30,704 12.14% Q3 2026 Oct 28, 2026
Boston Trust Walden Corp History Reduced 272,292 12,490 0.1% 0.22% 38 -337,657 -55.36% Q3 2026 Oct 30, 2026
Fisher Asset Management, LLC History No change 247,474 11,698 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 04, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 232,998 11,013 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 07, 2026
PRUDENTIAL FINANCIAL INC History No change 216,865 10,251 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 12, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 214,150 10,122 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 207,249 10,050 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 12, 2026
Aristotle Capital Boston, LLC History No change 212,470 10,043 0.67% 0.67% 44 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 211,206 9,983 0.0% 0.0% 45 0 0.0% Q2 2026 Sep 23, 2026
FMR LLC History No change 210,518 9,951 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 208,000 9,832 0.39% 0.39% 47 0 0.0% Q2 2026 Aug 18, 2026
GLENMEDE TRUST CO NA History No change 205,818 9,729 0.04% 0.04% 48 0 0.0% Q2 2026 Aug 10, 2026
JENNISON ASSOCIATES LLC History No change 198,715 9,393 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 03, 2026
JONES FINANCIAL COMPANIES LLLP History No change 179,743 8,880 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 186,321 8,808 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 12, 2026
Pacer Advisors, Inc. History No change 186,134 8,799 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 184,209 8,707 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 162,705 7,691 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 13, 2026
CONGRESS ASSET MANAGEMENT CO History New 163,834 7,515 0.05% — 55 +163,834 New Q3 2026 Oct 06, 2026
SEI INVESTMENTS CO History No change 155,150 7,333 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
NICHOLAS COMPANY, INC. History No change 150,930 7,134 0.13% 0.13% 57 0 0.0% Q2 2026 Aug 05, 2026
RHUMBLINE ADVISERS History No change 128,823 6,089 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 119,056 5,627 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 112,334 5,310 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 109,870 5,193 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 99,370 4,697 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 97,989 4,631 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 94,600 4,471 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 94,148 4,450 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
Dana Investment Advisors, Inc. History No change 93,032 4,397 0.11% 0.11% 66 0 0.0% Q2 2026 Aug 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 91,078 4,305 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 10, 2026
AMERICAN CENTURY COMPANIES INC History No change 90,605 4,282 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History Reduced 83,333 3,822 0.0% 0.0% 69 -60,562 -42.09% Q3 2026 Nov 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 64,091 3,798 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 74,947 3,542 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 72,383 3,421 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 12, 2026
GREAT LAKES ADVISORS, LLC History No change 63,058 2,980 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 10, 2026
FIRST TRUST ADVISORS LP History No change 62,344 2,947 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 62,175 2,939 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 60,477 2,858 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 60,103 2,841 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 59,330 2,804 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 05, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 61,017 2,798 0.05% 0.05% 79 -186 -0.3% Q3 2026 Oct 13, 2026
GHP Investment Advisors, Inc. History Reduced 60,966 2,796 0.1% 0.13% 80 -14,155 -18.84% Q3 2026 Oct 15, 2026
Creative Planning History Added to 59,898 2,747 0.0% 0.0% 81 +18,180 43.58% Q3 2026 Nov 02, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 55,658 2,630 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 24, 2026
XTX Topco Ltd History No change 53,115 2,510 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 52,340 2,474 0.06% 0.06% 84 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History New 53,071 2,434 0.01% — 85 +53,071 New Q3 2026 Nov 02, 2026
Russell Investments Group, Ltd. History No change 51,046 2,412 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 06, 2026
MAVERICK CAPITAL LTD History No change 50,975 2,409 0.02% 0.02% 87 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 50,795 2,401 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 07, 2026
Emerald Investment Advisers, LLC History No change 49,241 2,327 0.15% 0.15% 89 0 0.0% Q2 2026 Aug 12, 2026
ALLSTATE CORP History No change 46,744 2,209 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 13, 2026
Bridgewater Associates, LP History No change 46,407 2,193 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 46,340 2,190 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
OSSIAM History No change 43,300 2,046 0.03% 0.03% 93 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 42,363 2,002 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
Morningstar Investment Management LLC History No change 33,410 1,980 0.12% 0.12% 95 0 0.0% Q2 2026 Jul 21, 2026
Tidal Investments LLC History No change 39,282 1,856 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 38,539 1,821 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 38,440 1,817 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 38,395 1,814 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 37,005 1,749 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 36,017 1,703 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 35,157 1,662 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 34,354 1,623 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 32,881 1,554 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 17, 2026
PROFUND ADVISORS LLC History Added to 33,690 1,545 0.04% 0.01% 105 +26,305 356.19% Q3 2026 Oct 28, 2026
Voleon Capital Management LP History No change 31,138 1,471 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 31,011 1,465 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 30,433 1,396 0.0% 0.0% 108 -56 -0.18% Q3 2026 Oct 22, 2026
Riverwater Partners LLC History New 34,681 1,395 0.39% — 109 +34,681 New Q3 2026 Nov 03, 2026
MetLife Investment Management, LLC History No change 27,939 1,320 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 27,691 1,308 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Three Seasons Wealth, LLC History New 27,908 1,280 0.11% — 112 +27,908 New Q3 2026 Nov 03, 2026
Pathstone Holdings, LLC History No change 26,832 1,268 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
MILESTONE ASSET MANAGEMENT, LLC History New 27,280 1,251 0.2% — 114 +27,280 New Q3 2026 Oct 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 26,295 1,242 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 25,398 1,200 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 27, 2026
KLP KAPITALFORVALTNING AS History No change 25,000 1,181 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 12, 2026
Illinois Municipal Retirement Fund History No change 24,118 1,140 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History Added to 24,646 1,130 0.01% 0.01% 119 +689 2.88% Q3 2026 Oct 20, 2026
DAVENPORT & Co LLC History Reduced 23,386 1,072 0.01% 0.01% 120 -2,008 -7.91% Q3 2026 Oct 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 22,610 1,068 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 06, 2026
Jupiter Topco LLC History No change 22,589 1,068 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 22,077 1,043 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 21,734 1,027 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History Added to 21,937 1,006 0.01% 0.01% 125 +4,839 28.3% Q3 2026 Oct 15, 2026
CHOREO, LLC History Added to 20,376 934 0.01% 0.01% 126 +2,632 14.83% Q3 2026 Oct 28, 2026
Louisiana State Employees Retirement System History Reduced 20,200 926 0.01% 0.01% 127 -600 -2.88% Q3 2026 Oct 20, 2026
Campbell & CO Investment Adviser LLC History No change 19,175 906 0.05% 0.05% 128 0 0.0% Q2 2026 Aug 03, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 18,400 869 0.04% 0.04% 129 0 0.0% Q2 2026 Jul 23, 2026
SummitTX Capital, L.P. History No change 18,115 856 0.02% 0.02% 130 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 18,079 854 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 18,057 853 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 17,981 850 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 17,920 847 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Global Advisers, LLC History No change 17,530 828 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
PensionDanmark Pensionsforsikringsaktieselskab History No change 17,258 791 0.01% 0.01% 136 0 0.0% Q3 2026 Oct 19, 2026
Horizon Investments, LLC History No change 16,522 780 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 16,336 772 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 12, 2026
Carnegie Lake Advisors LLC History Reduced 1,058 761 0.28% 0.3% 139 -15,736 -93.7% Q3 2026 Nov 03, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 15,842 748 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 11, 2026
State of New Jersey Common Pension Fund D History No change 15,300 723 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 14,407 681 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,141 668 0.01% 0.01% 143 0 0.0% Q2 2026 Jul 23, 2026
Amundi History No change 14,052 664 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 11, 2026
DekaBank Deutsche Girozentrale History New 14,156 662 0.0% — 146 +14,156 New Q3 2026 Oct 27, 2026
SG Americas Securities, LLC History No change 14,009 662 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 13,572 641 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 10, 2026
FEDERATED HERMES, INC. History No change 13,506 638 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
Jump Financial, LLC History No change 13,370 632 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 13,127 620 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History Added to 13,343 612 0.0% 0.0% 151 +286 2.19% Q3 2026 Nov 03, 2026
State of Wyoming History Reduced 13,058 598 0.05% 0.06% 152 -42 -0.32% Q3 2026 Oct 28, 2026
Vanguard Investments Australia, Ltd. History No change 12,184 575 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 12,148 574 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
AXQ CAPITAL, LP History No change 12,095 571 0.06% 0.06% 155 0 0.0% Q2 2026 Aug 06, 2026
AMALGAMATED BANK History Reduced 12,297 564 0.0% 0.0% 156 -444 -3.48% Q3 2026 Oct 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 12,172 558 0.01% 0.01% 158 -750 -5.8% Q3 2026 Oct 22, 2026
Cetera Investment Advisers History No change 11,823 558 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
Callan Family Office, LLC History No change 11,584 547 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 11, 2026
State of Tennessee, Department of Treasury History No change 11,323 535 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 11,272 532 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 05, 2026
FRANKLIN RESOURCES INC History No change 11,144 526 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 11,162 512 0.0% 0.0% 163 -72 -0.64% Q3 2026 Nov 03, 2026
TWINBEECH CAPITAL LP History No change 10,800 510 0.09% 0.09% 164 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 10,683 508 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
AMICA MUTUAL INSURANCE CO History No change 10,508 497 0.04% 0.04% 166 0 0.0% Q2 2026 Aug 05, 2026
ARISTEIA CAPITAL, L.L.C. History No change 10,529 497 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 10,659 488 0.01% 0.01% 169 -100 -0.93% Q3 2026 Oct 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10,341 488 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 07, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,179 481 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 10, 2026
Van Hulzen Asset Management, LLC History No change 10,077 476 0.03% 0.03% 171 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 10,006 472 0.0% 0.0% 172 0 0.0% Q2 2026 Oct 27, 2026
Virtu Financial LLC History No change 9,922 469 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History Reduced 10,207 468 0.01% 0.01% 174 -117 -1.13% Q3 2026 Oct 27, 2026
State of Alaska, Department of Revenue History Reduced 10,054 461 0.0% 0.01% 175 -8,446 -45.65% Q3 2026 Oct 15, 2026
Baker Avenue Asset Management, LP History No change 9,702 458 0.01% 0.01% 176 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 16,771 457 0.0% 0.0% 178 +1,941 13.09% Q3 2026 Oct 13, 2026
Cerity Partners LLC History No change 9,669 457 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 9,485 448 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 12, 2026
CAXTON ASSOCIATES LLP History No change 9,438 446 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 14, 2026
WESCAP Management Group, Inc. History No change 9,218 435 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 9,047 427 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL BANK OF OMAHA History No change 8,451 399 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 7,947 375 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 7,901 362 0.0% — 185 +7,901 New Q3 2026 Nov 02, 2026
TRUST CO OF VERMONT History Reduced 7,843 359 0.01% 0.01% 187 -600 -7.11% Q3 2026 Oct 21, 2026
HEARTLAND ADVISORS INC History No change 7,606 359 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7,523 355 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 7,415 350 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
NorthCrest Asset Manangement, LLC History Added to 7,215 345 0.01% 0.01% 190 +115 1.62% Q3 2026 Oct 09, 2026
Graham Capital Management, L.P. History No change 7,136 337 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History Added to 7,293 334 0.0% 0.0% 192 +1,626 28.69% Q3 2026 Nov 04, 2026
Steward Partners Investment Advisory, LLC History No change 7,030 332 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
LSV ASSET MANAGEMENT History No change 7,000 331 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History Added to 7,117 326 0.0% 0.0% 195 +6,801 2152.22% Q3 2026 Oct 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 6,876 325 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 6,872 324 0.01% 0.01% 197 0 0.0% Q2 2026 Jul 30, 2026
Edgestream Partners, L.P. History No change 6,848 323 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 6,826 322 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 05, 2026
M&T BANK CORP History No change 6,466 305 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 04, 2026
ProShare Advisors LLC History Reduced 6,566 301 0.0% 0.0% 201 -267 -3.91% Q3 2026 Oct 28, 2026
Pictet Asset Management Holding SA History Reduced 6,452 295 0.0% 0.0% 203 -1,906 -22.8% Q3 2026 Nov 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 6,255 295 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 13, 2026
Coppell Advisory Solutions LLC History No change 503 288 0.02% 0.02% 204 0 0.0% Q2 2026 Aug 14, 2026
Vestcor Inc History No change 5,941 281 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 11, 2026
BURNEY CO/ History No change 6,090 279 0.01% 0.01% 206 0 0.0% Q3 2026 Oct 15, 2026
Swiss Life Asset Management Ltd History No change 6,033 276 0.0% 0.0% 207 0 0.0% Q3 2026 Nov 03, 2026
Blueshift Asset Management, LLC History No change 5,837 275 0.06% 0.06% 208 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 5,545 262 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 5,532 261 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 5,490 259 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 5,336 252 0.0% 0.0% 212 0 0.0% Q2 2026 Sep 08, 2026
Vise Technologies, Inc. History New 5,454 250 0.0% — 214 +5,454 New Q3 2026 Oct 28, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 5,302 250 0.02% 0.02% 213 0 0.0% Q2 2026 Jul 31, 2026
Crossmark Global Holdings, Inc. History Reduced 5,436 249 0.0% 0.0% 215 -87 -1.58% Q3 2026 Oct 21, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 5,406 247 0.0% 0.0% 216 -19 -0.35% Q3 2026 Oct 23, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 5,301 243 0.0% — 217 +5,301 New Q3 2026 Oct 23, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,078 240 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 10, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 5,201 238 0.0% 0.0% 219 -351 -6.32% Q3 2026 Oct 20, 2026
TRUIST FINANCIAL CORP History Added to 5,120 234 0.0% 0.0% 220 +300 6.22% Q3 2026 Oct 30, 2026
Janney Montgomery Scott LLC History No change 4,841 229 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 05, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 4,700 215 0.0% — 223 +4,700 New Q3 2026 Oct 28, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,569 215 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 11, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 4,527 213 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 07, 2026
CIBC Asset Management Inc History No change 4,507 213 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 03, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 4,623 212 0.02% 0.02% 226 +349 8.17% Q3 2026 Nov 03, 2026
XPONANCE LLC History Reduced 4,549 208 0.0% 0.0% 227 -80 -1.73% Q3 2026 Nov 03, 2026
Ameritas Investment Partners, Inc. History No change 4,351 205 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 4,300 203 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 14, 2026
VIRTUS ADVISERS, LLC History No change 4,181 197 0.08% 0.08% 230 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 4,084 196 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 12, 2026
Ensign Peak Advisors, Inc History No change 3,485 164 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 3,219 147 0.0% 0.0% 233 +591 22.49% Q3 2026 Oct 08, 2026
Keating Financial Advisory Services, Inc. History No change 3,062 144 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 11, 2026
Fulcrum Asset Management LLP History Added to 2,942 137 0.01% 0.0% 235 +2,804 2031.88% Q3 2026 Nov 04, 2026
Nykredit A/S History No change 2,808 132 0.0% 0.0% 236 0 0.0% Q2 2026 Sep 08, 2026
HUNTINGTON NATIONAL BANK History No change 2,200 103 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 2,115 99 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 2,050 96 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History No change 1,992 91 0.0% 0.0% 240 0 0.0% Q3 2026 Oct 22, 2026
Global Retirement Partners, LLC History No change 1,685 79 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 06, 2026
Blue Trust, Inc. History Added to 1,719 78 0.0% 0.0% 242 +297 20.89% Q3 2026 Oct 15, 2026
Covestor Ltd History Added to 1,589 73 0.05% 0.03% 243 +498 45.65% Q3 2026 Oct 30, 2026
Quantum Portfolio Management LLC History No change 1,470 69 0.02% 0.02% 244 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,344 64 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 1,279 60 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 10, 2026
Costello Asset Management, INC History No change 1,300 59 0.02% 0.02% 247 0 0.0% Q3 2026 Oct 30, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,153 52 0.01% 0.0% 248 +472 69.31% Q3 2026 Oct 27, 2026
Sterling Capital Management LLC History Reduced 940 43 0.0% 0.0% 249 -26 -2.69% Q3 2026 Oct 22, 2026
Federation des caisses Desjardins du Quebec History No change 729 34 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Reduced 666 30 0.0% 0.0% 252 -60 -8.26% Q3 2026 Oct 01, 2026
UMB Bank, n.a. History No change 637 30 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 645 30 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 14, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 634 29 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History Added to 507 23 0.0% 0.0% 255 +117 30.0% Q3 2026 Oct 29, 2026
Parallel Advisors, LLC History Added to 459 21 0.0% 0.0% 256 +120 35.4% Q3 2026 Nov 03, 2026
Fortitude Family Office, LLC History Added to 456 20 0.0% — 259 +450 7500.0% Q3 2026 Oct 14, 2026
Kemnay Advisory Services Inc. History No change 424 20 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 441 20 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 12, 2026
Bare Financial Services, Inc History Added to 418 19 0.0% 0.0% 260 +118 39.33% Q3 2026 Nov 04, 2026
PRIVATE TRUST CO NA History No change 353 16 0.0% 0.0% 261 0 0.0% Q3 2026 Oct 20, 2026
LRI Investments, LLC History No change 349 16 0.0% 0.0% 262 0 0.0% Q2 2026 Jul 14, 2026
Millstone Evans Group, LLC History No change 339 16 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 11, 2026
Heritage Family Offices, LLP History New 346 15 0.0% — 264 +346 New Q3 2026 Nov 02, 2026
Parkside Financial Bank & Trust History Added to 321 14 0.0% 0.0% 265 +13 4.22% Q3 2026 Oct 27, 2026
Cedar Mountain Advisors, LLC History Added to 306 14 0.0% 0.0% 266 +7 2.34% Q3 2026 Oct 15, 2026
Aster Capital Management (DIFC) Ltd History No change 288 13 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 258 12 0.0% 0.0% 268 -7 -2.64% Q3 2026 Oct 22, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 271 12 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 218 10 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 201 9 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History New 179 8 0.0% — 273 +179 New Q3 2026 Oct 29, 2026
IFP Advisors, Inc History Reduced 181 8 0.0% 0.0% 272 -65 -26.42% Q3 2026 Oct 16, 2026
FINANCIAL CONSULATE, INC History New 165 7 0.0% — 278 +165 New Q3 2026 Oct 23, 2026
SIGNATUREFD, LLC History Reduced 162 7 0.0% 0.0% 275 -76 -31.93% Q3 2026 Oct 23, 2026
Owl Creek Wealth Partners LLC History Reduced 170 7 0.0% 0.0% 277 -25 -12.82% Q3 2026 Oct 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 158 7 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 12, 2026
N.E.W. Advisory Services LLC History No change 150 7 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 06, 2026
Wilmington Savings Fund Society, FSB History New 130 5 0.0% — 279 +130 New Q3 2026 Oct 23, 2026
Provenance Wealth Advisors, LLC History New 117 5 0.0% — 280 +117 New Q3 2026 Oct 30, 2026
BFSG, LLC History New 101 4 0.0% — 284 +101 New Q3 2026 Oct 30, 2026
Bayforest Capital Ltd History New 92 4 0.01% — 285 +92 New Q3 2026 Nov 03, 2026
LANARK FINANCIAL, INC. History Added to 92 4 0.0% 0.0% 281 +60 187.5% Q3 2026 Oct 26, 2026
WPG Advisers, LLC History Added to 91 4 0.0% 0.0% 283 +11 13.75% Q3 2026 Oct 27, 2026
Truvestments Capital LLC History No change 100 4 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History Reduced 86 3 0.0% 0.0% 287 -240 -73.62% Q3 2026 Nov 04, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 78 3 0.0% — 293 +78 New Q3 2026 Oct 16, 2026
Elyxium Wealth, LLC History New 76 3 0.0% — 292 +76 New Q3 2026 Oct 27, 2026
Ascentis Wealth Management, LLC History New 75 3 0.0% — 291 +75 New Q3 2026 Nov 03, 2026
Root Financial Partners, LLC History New 72 3 0.0% — 290 +72 New Q3 2026 Oct 21, 2026
Smithfield Trust Co History No change 70 3 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 05, 2026
ENTRUST FINANCIAL LLC History No change 84 3 0.0% 0.0% 288 0 0.0% Q3 2026 Nov 03, 2026
Basecamp Wealth Advisors LLC History No change 77 3 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History Reduced 57 2 0.0% 0.0% 297 -190 -76.92% Q3 2026 Oct 26, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 48 2 0.0% 0.0% 295 +19 65.52% Q3 2026 Oct 22, 2026
ROTHSCHILD INVESTMENT LLC History No change 62 2 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 06, 2026
IMA Advisory Services, Inc. History No change 51 2 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 48 2 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 53 2 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Added to 28 1 0.0% — 304 +22 366.67% Q3 2026 Oct 08, 2026
JFS WEALTH ADVISORS, LLC History Added to 23 1 0.0% — 301 +8 53.33% Q3 2026 Nov 03, 2026
HARBOUR INVESTMENTS, INC. History No change 38 1 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 12, 2026
Prestige Wealth Management Group LLC History No change 38 1 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 31 1 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 14, 2026
Kilter Group LLC History No change 38 1 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 11, 2026
KESTREL INVESTMENT MANAGEMENT CORP History Closed out 0 0 — 1.8% — -69,950 -100.0% Q3 2026 Nov 02, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Closed out 0 0 — 0.07% — -17,323 -100.0% Q3 2026 Nov 04, 2026
Inspire Investing, LLC History Closed out 0 0 — 0.03% — -14,285 -100.0% Q3 2026 Oct 22, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.0% — -11,832 -100.0% Q3 2026 Oct 28, 2026
Abel Hall, LLC History Closed out 0 0 — 0.05% — -6,049 -100.0% Q3 2026 Oct 19, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.0% — -5,491 -100.0% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -5,491 -100.0% Q3 2026 Oct 20, 2026
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 — 0.0% — -4,643 -100.0% Q3 2026 Oct 20, 2026
Pinnacle Wealth Management Advisory Group, LLC History Closed out 0 0 — 0.01% — -4,415 -100.0% Q3 2026 Oct 23, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.01% — -854 -100.0% Q3 2026 Oct 16, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 16 0 — 0.0% — -68 -80.95% Q3 2026 Oct 05, 2026
MJT & Associates Financial Advisory Group, Inc. History Closed out 0 0 — 0.0% — -49 -100.0% Q3 2026 Oct 07, 2026
Private Wealth Management Group, LLC History Reduced 13 0 — 0.0% — -45 -77.59% Q3 2026 Oct 19, 2026
Physician Wealth Advisors, Inc. History New 18 0 — — — +18 New Q3 2026 Oct 20, 2026
Bell Investment Advisors, Inc History Closed out 0 0 — — — -18 -100.0% Q3 2026 Oct 28, 2026
Caitong International Asset Management Co., Ltd History New 17 0 — — — +17 New Q3 2026 Oct 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — — — -16 -100.0% Q3 2026 Nov 02, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 7 0 — — — +7 New Q3 2026 Oct 09, 2026
Hughes Financial Services, LLC History New 2 0 — — — +2 New Q3 2026 Oct 30, 2026
Capital Advisors, Ltd. LLC History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 27, 2026
James T. Borello RIA History Added to 5 0 — — — +1 25.0% Q3 2026 Oct 16, 2026
Bay Harbor Wealth Management, LLC History New 1 0 — — — +1 New Q3 2026 Nov 03, 2026
Buck Wealth Strategies, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 11 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
Clearstead Advisors, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Financial Gravity Companies, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 18 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Darwin Wealth Management, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Larson Financial Group LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Davis Capital Management History No change 3 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Evolution Advisers, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Creative Capital Management Investments LLC History No change 9 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Quarry LP History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
DiNuzzo Private Wealth, Inc. History No change 5 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
JPL Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Westfuller Advisors, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
HFM Investment Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Torren Management, LLC History No change 12 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Godfrey Financial Associates, Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026