PITNEY BOWES INC /DE/ - PBI

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 12,584,067 220,472 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 7,709,733 135,074 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
LSV ASSET MANAGEMENT History No change 7,200,507 126,153 0.23% 0.23% 3 0 0.0% Q2 2026 Aug 06, 2026
STATE STREET CORP History No change 6,152,596 107,793 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 5,433,609 95,196 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 3,877,673 67,936 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,523,736 61,745 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
Permit Capital, LLC History No change 3,500,000 61,320 17.16% 17.16% 8 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 3,368,975 59,024 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 2,898,301 50,778 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 2,594,585 45,457 0.01% 0.01% 11 0 0.0% Q2 2026 Sep 02, 2026
JANE STREET GROUP, LLC History No change 2,375,216 41,613 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,457,034 40,098 0.01% 0.01% 13 +26,819 1.1% Q3 2026 Nov 04, 2026
CAPITAL MANAGEMENT CORP /VA History Added to 2,404,924 39,248 5.88% 6.29% 14 +11,351 0.47% Q3 2026 Oct 29, 2026
MORGAN STANLEY History No change 2,120,789 37,156 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 2,048,713 35,893 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,935,916 33,917 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,689,508 29,600 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,684,640 29,514 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 1,637,182 28,683 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 06, 2026
HSBC HOLDINGS PLC History No change 1,587,274 27,761 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,315,915 23,054 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 1,245,500 21,821 0.03% 0.03% 23 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 1,245,026 21,812 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History Added to 1,309,845 21,376 0.02% 0.0% 25 +1,273,272 3481.45% Q3 2026 Oct 15, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,146,933 20,094 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 1,129,907 19,795 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 1,124,685 19,704 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,186,926 19,370 0.01% 0.01% 29 +584,254 96.94% Q3 2026 Nov 02, 2026
Hestia Capital Management, LLC History Reduced 1,124,512 18,352 34.67% 78.97% 30 -2,278,908 -66.96% Q3 2026 Nov 02, 2026
PEAK6 LLC History No change 1,025,000 17,958 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,024,997 17,957 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 13, 2026
Parallax Volatility Advisers, L.P. History No change 1,020,000 17,870 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 1,015,780 17,796 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 12, 2026
Saber Capital Managment, LLC History No change 936,244 16,402 11.15% 11.15% 35 0 0.0% Q2 2026 Jul 27, 2026
NOMURA HOLDINGS INC History No change 911,978 15,977 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 872,114 15,279 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 834,391 14,618 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
Pacer Advisors, Inc. History No change 812,266 14,231 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 800,667 14,027 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 13, 2026
DANSKE BANK A/S History No change 761,248 13,337 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 10, 2026
HRT FINANCIAL LP History No change 750,098 13,141 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 669,452 12,103 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 12, 2026
Solidarity Wealth, LLC History Reduced 707,297 11,543 2.0% 2.23% 44 -25,136 -3.43% Q3 2026 Oct 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 609,724 10,682 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 13, 2026
Evergreen Wealth Management, LLC History No change 605,375 10,606 4.97% 4.97% 46 0 0.0% Q2 2026 Jul 31, 2026
MIZUHO MARKETS AMERICAS LLC History No change 598,003 10,477 0.16% 0.16% 47 0 0.0% Q2 2026 Jul 24, 2026
Qube Research & Technologies Ltd History No change 567,047 9,934 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 555,770 9,737 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History Reduced 596,590 9,736 1.24% 1.38% 50 -5,125 -0.85% Q3 2026 Nov 02, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 550,534 9,645 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 550,443 9,643 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 07, 2026
FIRST TRUST ADVISORS LP History No change 521,924 9,144 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 11, 2026
HENNESSY ADVISORS INC History Reduced 541,900 8,843 0.33% 0.33% 54 -53,000 -8.91% Q3 2026 Oct 28, 2026
GAMCO INVESTORS, INC. ET AL History No change 469,200 8,220 0.07% 0.07% 55 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 468,595 8,209 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
INGALLS & SNYDER LLC History No change 461,897 8,092 0.22% 0.22% 57 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 448,685 7,860 0.05% 0.05% 58 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 447,476 7,839 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 07, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 413,185 7,404 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 391,273 6,855 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 06, 2026
Phoenix Financial Ltd. History No change 380,000 6,723 0.05% 0.05% 62 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 380,082 6,659 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 377,600 6,615 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 06, 2026
Alberta Investment Management Corp History No change 363,800 6,373 0.04% 0.04% 65 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History Reduced 378,278 6,173 0.0% 0.0% 66 -23,732 -5.9% Q3 2026 Nov 04, 2026
RHUMBLINE ADVISERS History No change 343,054 6,010 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 11, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 333,940 5,842 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 319,349 5,594 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 310,417 5,438 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 12, 2026
Trexquant Investment LP History No change 294,699 5,163 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 293,001 5,133 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 283,737 4,971 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
CAXTON ASSOCIATES LLP History No change 280,318 4,911 0.09% 0.09% 74 0 0.0% Q2 2026 Aug 14, 2026
Systematic Alpha Investments, LLC History No change 275,000 4,818 0.13% 0.13% 75 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 273,600 4,793 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History No change 266,685 4,672 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 260,569 4,565 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 260,189 4,558 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Robeco Institutional Asset Management B.V. History New 272,757 4,451 0.01% — 80 +272,757 New Q3 2026 Oct 20, 2026
AMERIPRISE FINANCIAL INC History No change 247,686 4,338 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 236,544 4,139 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 234,535 4,110 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 231,224 4,051 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 227,965 3,993 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 226,796 3,973 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 07, 2026
Russell Investments Group, Ltd. History No change 209,503 3,670 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 06, 2026
Informed Momentum Co LLC History No change 207,422 3,634 0.32% 0.32% 88 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 197,181 3,454 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 24, 2026
CITIGROUP INC History Reduced 204,865 3,343 0.0% 0.0% 90 -97,183 -32.17% Q3 2026 Nov 04, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 200,880 3,278 0.07% 0.08% 91 -23,200 -10.35% Q3 2026 Nov 03, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 181,552 3,180 0.06% 0.06% 92 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 186,923 3,050 0.05% 0.06% 93 -16,137 -7.95% Q3 2026 Oct 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 166,400 2,915 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 163,860 2,870 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 159,103 2,787 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History No change 156,477 2,741 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 150,401 2,635 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 14, 2026
DENALI ADVISORS LLC History No change 149,840 2,625 0.26% 0.26% 99 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 158,672 2,590 0.0% 0.01% 100 +2,109 1.35% Q3 2026 Oct 22, 2026
Integrated Quantitative Investments LLC History No change 145,087 2,541 0.42% 0.42% 101 0 0.0% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 142,811 2,502 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 134,019 2,348 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 197,462 2,181 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 123,145 2,157 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 14, 2026
American Assets Investment Management, LLC History No change 130,000 2,121 0.13% 0.14% 106 0 0.0% Q3 2026 Oct 30, 2026
Walleye Capital LLC History No change 119,965 2,101 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 03, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 115,782 2,028 0.0% 0.0% 108 0 0.0% Q2 2026 Sep 23, 2026
Vanguard Global Advisers, LLC History No change 115,394 2,021 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Weiss Asset Management LP History No change 112,515 1,971 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 107,429 1,882 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Uniplan Investment Counsel, Inc. History No change 94,318 1,856 0.17% 0.17% 112 0 0.0% Q2 2026 Aug 14, 2026
SHIKIAR ASSET MANAGEMENT INC History Added to 90,840 1,855 0.47% 0.35% 113 +20,840 29.77% Q3 2026 Oct 20, 2026
Jackson Creek Investment Advisors LLC History Reduced 105,775 1,726 0.59% 0.63% 114 -2,575 -2.38% Q3 2026 Nov 04, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 98,273 1,721 0.03% 0.03% 115 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Reduced 103,661 1,691 0.0% 0.01% 116 -4,230 -3.92% Q3 2026 Nov 02, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 95,456 1,672 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History Added to 101,185 1,651 0.0% 0.0% 118 +17,508 20.92% Q3 2026 Nov 02, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 91,453 1,602 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 90,520 1,585 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 05, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 90,344 1,582 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 94,475 1,541 0.01% 0.01% 122 -39,670 -29.57% Q3 2026 Oct 28, 2026
OSAIC HOLDINGS, INC. History No change 87,214 1,528 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 86,949 1,523 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 92,492 1,510 0.01% — 125 +92,492 New Q3 2026 Oct 30, 2026
MetLife Investment Management, LLC History No change 85,245 1,493 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 89,152 1,454 0.0% 0.0% 127 +706 0.8% Q3 2026 Nov 02, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 81,824 1,434 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Point Nemo Capital, LLC History New 83,856 1,368 0.64% — 129 +83,856 New Q3 2026 Nov 03, 2026
Neuberger Berman Group LLC History No change 77,620 1,359 0.0% 0.0% 130 0 0.0% Q2 2026 Oct 27, 2026
Wavvest Wealth LLC History New 82,094 1,339 1.08% — 131 +82,094 New Q3 2026 Oct 21, 2026
State of New Jersey Common Pension Fund D History No change 74,205 1,300 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 04, 2026
Illinois Municipal Retirement Fund History No change 74,248 1,300 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 73,778 1,292 0.0% 0.0% 134 0 0.0% Q2 2026 Sep 09, 2026
Cambria Investment Management, L.P. History No change 70,260 1,230 0.06% 0.06% 135 0 0.0% Q2 2026 Aug 14, 2026
Silver Lake Advisory, LLC History Reduced 74,546 1,216 0.45% 0.48% 136 -1,564 -2.05% Q3 2026 Oct 22, 2026
Schonfeld Strategic Advisors LLC History No change 69,148 1,211 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 67,252 1,178 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 70,284 1,147 0.03% 0.03% 139 -17,711 -20.13% Q3 2026 Oct 16, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 64,991 1,061 0.0% 0.0% 140 -280 -0.43% Q3 2026 Nov 02, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 60,523 1,060 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 11, 2026
Envestnet Portfolio Solutions, Inc. History No change 60,455 1,059 0.01% 0.01% 142 0 0.0% Q2 2026 Sep 23, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 59,882 1,049 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 10, 2026
HB Wealth Management, LLC History Added to 63,844 1,041 0.01% 0.01% 145 +756 1.2% Q3 2026 Oct 23, 2026
Quantinno Capital Management LP History No change 59,446 1,041 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 58,932 1,032 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
TSP Capital Management Group, LLC History Reduced 60,300 984 0.25% 0.26% 147 -1,000 -1.63% Q3 2026 Oct 15, 2026
XTX Topco Ltd History No change 55,484 972 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Added to 58,400 953 0.01% 0.01% 149 +3,800 6.96% Q3 2026 Oct 20, 2026
Jain Global LLC History No change 53,554 938 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 52,683 923 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 03, 2026
ALGERT GLOBAL LLC History No change 52,250 915 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 51,671 905 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 12, 2026
MANGROVE PARTNERS IM, LLC History No change 51,265 898 0.06% 0.06% 154 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History Reduced 54,752 893 0.02% 0.03% 155 -2,478 -4.33% Q3 2026 Oct 23, 2026
Legato Capital Management LLC History No change 50,161 878 0.07% 0.07% 156 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 47,880 838 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 29, 2026
WEALTH EFFECTS LLC History No change 51,000 832 0.23% 0.24% 158 0 0.0% Q3 2026 Oct 23, 2026
Walleye Trading LLC History No change 47,362 829 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 03, 2026
State of Tennessee, Department of Treasury History No change 46,727 818 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
Indivisible Partners History Reduced 49,671 810 0.04% 0.05% 161 -37 -0.07% Q3 2026 Oct 26, 2026
Police & Firemen's Retirement System of New Jersey History No change 45,484 796 0.01% 0.01% 162 0 0.0% Q2 2026 Jul 23, 2026
State of Wyoming History Added to 48,540 792 0.06% 0.08% 163 +2,533 5.51% Q3 2026 Oct 28, 2026
Advyzon Investment Management, LLC History No change 45,200 791 0.06% 0.06% 164 0 0.0% Q2 2026 Aug 14, 2026
Teton Advisors, LLC History No change 45,000 788 0.46% 0.46% 165 0 0.0% Q2 2026 Aug 12, 2026
Jefferies Financial Group Inc. History No change 42,800 749 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 17, 2026
BNP Paribas Asset Management Holding S.A. History No change 40,728 713 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 12, 2026
Optimist Retirement Group LLC History No change 43,456 709 0.29% 0.29% 168 0 0.0% Q3 2026 Oct 30, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 41,316 674 0.05% 0.05% 169 -2,156 -4.96% Q3 2026 Oct 22, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 37,132 651 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 37,128 650 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 36,516 639 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 36,147 633 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 35,900 628 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 12, 2026
FORA Capital, LLC History No change 34,089 597 0.04% 0.04% 175 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 34,017 595 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 33,859 593 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Reduced 36,241 591 0.0% 0.0% 178 -1,385 -3.68% Q3 2026 Nov 03, 2026
AMALGAMATED BANK History Added to 35,781 584 0.0% 0.0% 179 +1,727 5.07% Q3 2026 Oct 23, 2026
Amundi History No change 32,977 577 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 35,048 571 0.01% 0.01% 181 +1,060 3.12% Q3 2026 Oct 22, 2026
Cetera Investment Advisers History No change 30,983 542 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 32,300 527 0.0% 0.0% 183 +2,752 9.31% Q3 2026 Nov 03, 2026
Sterling Capital Management LLC History Reduced 31,237 509 0.01% 0.01% 184 -242 -0.77% Q3 2026 Oct 22, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 30,748 501 0.01% 0.01% 185 +2,400 8.47% Q3 2026 Oct 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 28,427 498 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 12, 2026
DekaBank Deutsche Girozentrale History New 29,780 495 0.0% — 187 +29,780 New Q3 2026 Oct 27, 2026
Whalen Wealth Management Inc. History No change 30,005 489 0.21% 0.24% 188 0 0.0% Q3 2026 Oct 08, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 27,495 481 0.06% 0.06% 189 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 27,169 476 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 06, 2026
State of Alaska, Department of Revenue History Reduced 28,570 465 0.0% 0.01% 191 -22,468 -44.02% Q3 2026 Oct 15, 2026
WINTON GROUP Ltd History No change 26,201 459 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 07, 2026
Blueprint Investment Partners LLC History New 27,866 454 0.04% — 193 +27,866 New Q3 2026 Oct 28, 2026
Blueprint Financial Advisors LLC History New 27,866 454 0.05% — 194 +27,866 New Q3 2026 Oct 28, 2026
HighTower Advisors, LLC History No change 25,684 449 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 05, 2026
Crossmark Global Holdings, Inc. History Reduced 26,034 424 0.01% 0.01% 196 -192 -0.73% Q3 2026 Oct 21, 2026
Steward Partners Investment Advisory, LLC History No change 24,111 422 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 23,790 416 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 23,512 411 0.07% 0.07% 199 0 0.0% Q2 2026 Aug 04, 2026
Medallion Wealth Advisors, LLC History No change 22,700 397 0.13% 0.13% 200 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 22,385 392 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History New 24,008 391 0.01% — 202 +24,008 New Q3 2026 Oct 23, 2026
Gallacher Capital Management LLC History New 23,805 388 0.32% — 203 +23,805 New Q3 2026 Oct 29, 2026
SummitTX Capital, L.P. History No change 21,596 378 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 14, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 21,179 371 0.13% 0.13% 205 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History Reduced 22,540 367 0.0% 0.0% 206 -1,932 -7.89% Q3 2026 Nov 03, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 20,457 358 0.03% 0.03% 207 0 0.0% Q2 2026 Aug 14, 2026
Virtu Financial LLC History No change 20,196 354 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 20,132 352 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 12, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 21,272 347 0.01% 0.02% 210 -41,785 -66.27% Q3 2026 Oct 13, 2026
New Vernon Capital Holdings II LLC History No change 19,842 347 0.19% 0.19% 211 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 19,692 345 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 19, 2026
Cornerstone Investment Partners, LLC History No change 19,679 344 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 20,166 342 0.0% 0.0% 214 +725 3.73% Q3 2026 Oct 13, 2026
Bison Wealth, LLC History Added to 19,984 338 0.03% 0.02% 215 +7,111 55.24% Q3 2026 Oct 13, 2026
NATIXIS ADVISORS, LLC History No change 18,912 331 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 18,674 327 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIENT ADVISORS LLC History No change 18,463 323 0.05% 0.05% 218 0 0.0% Q2 2026 Aug 07, 2026
Plato Investment Management Ltd History Added to 19,678 322 0.02% 0.0% 219 +16,515 522.13% Q3 2026 Nov 04, 2026
Empirical Asset Management, LLC History No change 18,350 321 0.07% 0.07% 220 0 0.0% Q2 2026 Aug 10, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 18,255 319 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 18,023 315 0.01% 0.01% 222 0 0.0% Q2 2026 Jul 30, 2026
Trail Ridge Investment Advisors, LLC History Reduced 19,282 314 0.13% 0.16% 223 -2,362 -10.91% Q3 2026 Oct 15, 2026
Pictet Asset Management Holding SA History No change 19,001 310 0.0% 0.0% 224 0 0.0% Q3 2026 Nov 03, 2026
ProShare Advisors LLC History Reduced 18,889 308 0.0% 0.0% 225 -1,679 -8.16% Q3 2026 Oct 28, 2026
Elo Mutual Pension Insurance Co History No change 17,489 306 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History Added to 18,367 299 0.0% 0.0% 227 +613 3.45% Q3 2026 Nov 03, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 16,990 298 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 18,047 294 0.0% 0.0% 229 -12,217 -40.37% Q3 2026 Nov 02, 2026
EntryPoint Capital, LLC History No change 16,556 290 0.07% 0.07% 230 0 0.0% Q2 2026 Aug 13, 2026
Catalyst Funds Management Pty Ltd History No change 15,750 275 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 15,408 269 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Personalized Indexing Management, LLC History No change 15,321 268 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 15,207 266 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 07, 2026
Stokes Family Office, LLC History No change 15,179 265 0.03% 0.03% 235 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 14,800 259 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 14,638 256 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 15,642 255 0.0% 0.0% 238 +1,370 9.6% Q3 2026 Oct 23, 2026
TWO SIGMA SECURITIES, LLC History No change 14,498 254 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 14,143 247 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 14,005 245 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 20, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 14,720 240 0.0% 0.0% 242 +4,467 43.57% Q3 2026 Nov 04, 2026
FORM Wealth Advisors, LLC History No change 14,684 239 0.03% 0.03% 243 0 0.0% Q3 2026 Oct 13, 2026
AlphaCore Capital LLC History New 14,516 236 0.0% — 244 +14,516 New Q3 2026 Nov 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 13,335 233 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 11, 2026
Atom Investors LP History No change 13,180 230 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 13,102 229 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 13, 2026
Claro Advisors Inc. History Added to 13,904 226 0.02% 0.02% 248 +3,763 37.11% Q3 2026 Nov 02, 2026
Sanctuary Advisors, LLC History No change 12,737 223 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 13,600 222 0.01% 0.01% 250 0 0.0% Q3 2026 Nov 03, 2026
North Berkeley Wealth Management, LLC History No change 13,600 221 0.09% 0.1% 251 0 0.0% Q3 2026 Nov 02, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 13,497 220 0.0% 0.0% 252 +5,276 64.18% Q3 2026 Oct 20, 2026
AMERICAN CENTURY COMPANIES INC History No change 12,318 215 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 12, 2026
Truvestments Capital LLC History No change 12,000 210 0.03% 0.03% 254 0 0.0% Q2 2026 Aug 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 11,900 208 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 11,561 202 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 12, 2026
INCEPTIONR LLC History No change 11,521 201 0.05% 0.05% 257 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 10,951 198 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
Crumly & Associates Inc. History Added to 12,106 197 0.03% 0.04% 259 +446 3.83% Q3 2026 Oct 07, 2026
Corient Private Wealth LP History No change 11,077 194 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 27, 2026
Centiva Capital, LP History No change 11,058 193 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History Reduced 11,759 191 0.01% 0.01% 262 -6,711 -36.33% Q3 2026 Oct 22, 2026
Evanson Financial, LLC History Added to 11,463 187 0.01% 0.01% 263 +67 0.59% Q3 2026 Oct 23, 2026
SYON CAPITAL LLC History No change 10,658 186 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 14, 2026
iSAM Funds (UK) Ltd History No change 10,600 185 0.13% 0.13% 265 0 0.0% Q2 2026 Aug 12, 2026
Baron Wealth Management LLC History Added to 11,198 182 0.05% 0.05% 266 +1,172 11.69% Q3 2026 Oct 27, 2026
GABELLI FUNDS LLC History No change 10,000 175 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 12, 2026
Innovative Asset Advisors Group, LLC History No change 10,041 175 0.08% 0.08% 268 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 9,917 173 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 07, 2026
Abel Hall, LLC History Reduced 10,182 166 0.03% 0.03% 270 -25 -0.24% Q3 2026 Oct 19, 2026
MEYER HANDELMAN CO History No change 10,000 163 0.0% 0.0% 271 0 0.0% Q3 2026 Oct 28, 2026
Tower Research Capital LLC (TRC) History No change 9,169 160 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 11, 2026
BARRETT & COMPANY, INC. History No change 8,500 138 0.04% 0.04% 273 0 0.0% Q3 2026 Oct 22, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 6,568 115 0.03% 0.03% 274 0 0.0% Q2 2026 Nov 03, 2026
Parkside Financial Bank & Trust History Added to 6,848 111 0.01% 0.01% 275 +25 0.37% Q3 2026 Oct 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 5,307 92 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 5,056 88 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History No change 5,392 88 0.0% 0.0% 278 0 0.0% Q3 2026 Oct 22, 2026
Copeland Capital Management, LLC History Reduced 4,838 78 0.0% 0.0% 280 -146 -2.93% Q3 2026 Oct 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,447 78 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 4,771 77 0.0% 0.0% 282 +207 4.54% Q3 2026 Oct 08, 2026
HARBOUR INVESTMENTS, INC. History No change 4,429 77 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 12, 2026
Graticule Asia Macro Advisors LLC History No change 4,109 71 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 12, 2026
Fulcrum Asset Management LLP History Reduced 3,826 62 0.0% 0.02% 284 -6,188 -61.79% Q3 2026 Nov 04, 2026
IFP Advisors, Inc History Added to 3,801 62 0.0% 0.0% 285 +681 21.83% Q3 2026 Oct 16, 2026
Versant Capital Management, Inc History No change 3,771 61 0.01% 0.01% 286 0 0.0% Q3 2026 Oct 01, 2026
US BANCORP \DE\ History No change 3,437 60 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 3,244 56 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 2,635 46 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 17, 2026
Nykredit A/S History No change 2,612 45 0.0% 0.0% 290 0 0.0% Q2 2026 Sep 08, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 2,737 44 0.0% 0.0% 291 +54 2.01% Q3 2026 Oct 27, 2026
Farther Finance Advisors, LLC History Added to 2,585 42 0.0% 0.0% 292 +45 1.77% Q3 2026 Oct 08, 2026
HUNTINGTON NATIONAL BANK History No change 2,176 38 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History New 2,260 36 0.0% — 295 +2,260 New Q3 2026 Oct 28, 2026
ST GERMAIN D J CO INC History No change 2,091 36 0.0% 0.0% 294 0 0.0% Q2 2026 Jul 21, 2026
Triumph Capital Management History No change 2,149 35 0.01% 0.01% 296 0 0.0% Q3 2026 Oct 14, 2026
Smartleaf Asset Management LLC History No change 1,846 33 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 1,740 30 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 1,752 28 0.0% 0.0% 299 0 0.0% Q3 2026 Oct 07, 2026
SBI Securities Co., Ltd. History Reduced 1,644 26 0.0% 0.0% 301 -52 -3.07% Q3 2026 Oct 21, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,580 26 0.01% 0.01% 300 0 0.0% Q3 2026 Nov 04, 2026
MEEDER ASSET MANAGEMENT INC History No change 1,392 24 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History Reduced 1,235 20 0.0% 0.0% 303 -791 -39.04% Q3 2026 Nov 04, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 1,200 19 0.01% 0.01% 304 0 0.0% Q3 2026 Oct 19, 2026
Salomon & Ludwin, LLC History No change 1,088 17 0.0% 0.0% 305 0 0.0% Q3 2026 Oct 29, 2026
SHP Wealth Management History No change 1,000 17 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History Reduced 985 16 0.0% 0.0% 308 -1,611 -62.06% Q3 2026 Nov 03, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,000 16 0.0% 0.0% 307 0 0.0% Q3 2026 Oct 15, 2026
Global Retirement Partners, LLC History No change 963 16 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 06, 2026
Private Wealth Asset Management, LLC History No change 950 16 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 11, 2026
Kemnay Advisory Services Inc. History No change 880 15 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 720 12 0.0% 0.0% 312 0 0.0% Q2 2026 Jul 31, 2026
Optiver Holding B.V. History No change 648 11 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 684 11 0.0% 0.0% 314 0 0.0% Q3 2026 Oct 26, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 692 11 0.0% 0.0% 315 0 0.0% Q3 2026 Oct 09, 2026
Ares Systematic Credit Ltd History No change 639 11 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History Reduced 495 8 0.0% 0.0% 318 -98 -16.53% Q3 2026 Oct 21, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 500 8 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 500 8 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 13, 2026
Main Street Group, LTD History No change 410 8 0.0% 0.0% 320 0 0.0% Q3 2026 Oct 28, 2026
TD Waterhouse Canada Inc. History No change 500 8 0.0% 0.0% 321 0 0.0% Q3 2026 Oct 16, 2026
Fortitude Family Office, LLC History New 456 7 0.0% — 326 +456 New Q3 2026 Oct 14, 2026
FINANCIAL CONSULATE, INC History Added to 440 7 0.0% 0.0% 323 +10 2.33% Q3 2026 Oct 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 401 7 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 06, 2026
Providence Capital Advisors, LLC History No change 408 7 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 11, 2026
Financial Avengers, Inc. History No change 422 7 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 18, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 414 6 0.0% 0.0% 327 +2 0.49% Q3 2026 Nov 04, 2026
Root Financial Partners, LLC History New 248 4 0.0% — 329 +248 New Q3 2026 Oct 21, 2026
NewEdge Advisors, LLC History No change 236 4 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 177 3 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 14, 2026
CBIZ Investment Advisory Services, LLC History No change 295 3 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 178 3 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 04, 2026
Ascentis Wealth Management, LLC History New 154 2 0.0% — 339 +154 New Q3 2026 Nov 03, 2026
Bare Financial Services, Inc History Added to 163 2 0.0% 0.0% 335 +63 63.0% Q3 2026 Nov 04, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 130 2 0.0% 0.0% 333 +35 36.84% Q3 2026 Oct 22, 2026
DHJJ Financial Advisors, Ltd. History No change 135 2 0.0% 0.0% 334 0 0.0% Q3 2026 Oct 23, 2026
Private Wealth Management Group, LLC History No change 132 2 0.0% 0.0% 336 0 0.0% Q3 2026 Oct 19, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 125 2 0.0% 0.0% 337 0 0.0% Q3 2026 Oct 15, 2026
Keating Financial Advisory Services, Inc. History No change 139 2 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 11, 2026
Caitong International Asset Management Co., Ltd History Reduced 94 1 0.0% 0.0% 344 -183 -66.06% Q3 2026 Oct 29, 2026
Clayton Financial Group LLC History New 100 1 0.0% — 348 +100 New Q3 2026 Oct 13, 2026
Clearstead Advisors, LLC History No change 90 1 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 06, 2026
Rosenberg Matthew Hamilton History No change 100 1 0.0% 0.0% 341 0 0.0% Q3 2026 Oct 05, 2026
SOA Wealth Advisors, LLC. History No change 96 1 0.0% 0.0% 342 0 0.0% Q2 2026 Jul 21, 2026
Evolution Advisers, Inc. History No change 61 1 0.0% 0.0% 343 0 0.0% Q2 2026 Jul 31, 2026
Quarry LP History No change 94 1 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 67 1 0.0% 0.0% 346 0 0.0% Q3 2026 Oct 20, 2026
Essential Partners LLC History No change 95 1 0.0% 0.0% 347 0 0.0% Q3 2026 Oct 14, 2026
SummerHaven Investment Management, LLC History Closed out 0 0 — 0.62% — -66,412 -100.0% Q3 2026 Oct 19, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Closed out 0 0 — 0.0% — -17,200 -100.0% Q3 2026 Oct 28, 2026
VestGen Advisors, LLC History Closed out 0 0 — 0.01% — -16,415 -100.0% Q3 2026 Oct 27, 2026
Archer Investment Corp History Closed out 0 0 — 0.02% — -5,110 -100.0% Q3 2026 Nov 05, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Closed out 0 0 — 0.0% — -4,293 -100.0% Q3 2026 Oct 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -1,631 -100.0% Q3 2026 Nov 02, 2026
Zeit Capital LLC History Closed out 0 0 — 0.01% — -800 -100.0% Q3 2026 Oct 19, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -411 -100.0% Q3 2026 Oct 15, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.0% — -71 -100.0% Q3 2026 Oct 23, 2026
Spire Wealth Management History Closed out 0 0 — 0.0% — -63 -100.0% Q3 2026 Oct 30, 2026
KELLEHER FINANCIAL ADVISORS History Closed out 0 0 — — — -51 -100.0% Q3 2026 Oct 30, 2026
Bayforest Capital Ltd History New 50 0 — — — +50 New Q3 2026 Nov 03, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -48 -100.0% Q3 2026 Nov 04, 2026
RMG Wealth Management LLC History Closed out 0 0 — — — -30 -100.0% Q3 2026 Oct 26, 2026
UMB Private Wealth Management, LLC History New 24 0 — — — +24 New Q3 2026 Oct 19, 2026
Covestor Ltd History Reduced 21 0 — 0.0% — -14 -40.0% Q3 2026 Oct 30, 2026
JFS WEALTH ADVISORS, LLC History No change 24 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Cedar Mountain Advisors, LLC History No change 43 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Davis Capital Management History No change 8 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
CoreCap Advisors, LLC History No change 48 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Dunhill Financial, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Aster Capital Management (DIFC) Ltd History No change 57 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Ankerstar Wealth, LLC History No change 31 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 39 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Cornerstone Financial Management LLC History No change 30 0 — — — 0 0.0% Q2 2026 Aug 28, 2026
Silver Grove Financial Group, Inc. History No change 55 0 — — — 0 0.0% Q2 2026 Aug 13, 2026