PEOPLES BANCORP INC - PEBO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 3,335,413 128,113 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,287,918 83,722 0.02% 0.02% 2 +14,466 0.64% Q3 2026 Nov 04, 2026
STATE STREET CORP History No change 2,052,253 78,827 0.0% 0.0% 3 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,529,301 58,740 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,095,934 42,094 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 971,766 37,332 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 816,178 31,349 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 793,248 30,468 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 566,652 21,765 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 566,488 21,758 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 478,993 18,398 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
PEOPLES BANK /OH History Reduced 442,147 16,178 7.47% 8.76% 12 -1,416 -0.32% Q3 2026 Oct 26, 2026
GOLDMAN SACHS GROUP INC History No change 374,032 14,366 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 356,069 13,676 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 332,435 12,768 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 298,790 11,476 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 298,660 11,471 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 279,682 10,742 0.19% 0.19% 18 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 264,429 9,675 0.0% 0.0% 19 -638 -0.24% Q3 2026 Nov 05, 2026
SEGALL BRYANT & HAMILL, LLC History No change 250,239 9,611 0.11% 0.11% 20 0 0.0% Q2 2026 Aug 12, 2026
Wealth Preservation Advisors, LLC History Reduced 251,819 9,214 4.4% 5.67% 21 -6,984 -2.7% Q3 2026 Nov 05, 2026
CSM Advisors, LLC History No change 239,462 9,201 0.2% 0.2% 22 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 235,998 9,064 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 218,964 8,410 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 204,524 7,855 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 11, 2026
Empowered Funds, LLC History No change 172,412 6,622 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 168,626 6,476 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 168,297 6,381 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 12, 2026
LSV ASSET MANAGEMENT History No change 136,094 5,227 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 134,083 5,150 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 123,197 4,732 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
COMMUNITY TRUST & INVESTMENT CO History Reduced 104,549 3,825 0.19% 0.34% 32 -64,946 -38.32% Q3 2026 Oct 15, 2026
Ategra Capital Management, LLC History No change 89,292 3,429 1.54% 1.54% 33 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 93,239 3,411 0.0% 0.0% 34 +11,622 14.24% Q3 2026 Nov 02, 2026
Qube Research & Technologies Ltd History No change 87,378 3,356 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 82,035 3,150 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 79,471 3,052 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 77,338 2,970 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 11, 2026
Polaris Capital Management, LLC History No change 79,800 2,919 0.31% 0.29% 39 0 0.0% Q3 2026 Oct 21, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 78,859 2,885 0.08% 0.59% 40 -501,610 -86.41% Q3 2026 Nov 04, 2026
Elizabeth Park Capital Advisors, Ltd. History No change 74,167 2,848 1.97% 1.97% 41 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 72,033 2,767 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 70,000 2,688 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 69,018 2,650 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 68,290 2,623 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 65,209 2,504 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
Numerai GP LLC History No change 61,088 2,346 0.19% 0.19% 47 0 0.0% Q2 2026 Aug 14, 2026
Graver Capital Management, LLC History No change 56,988 2,188 1.56% 1.56% 48 0 0.0% Q2 2026 Aug 07, 2026
RHUMBLINE ADVISERS History No change 56,647 2,175 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 56,388 2,165 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Added to 57,044 2,087 0.05% 0.01% 51 +45,517 394.87% Q3 2026 Oct 16, 2026
Fisher Asset Management, LLC History No change 49,396 1,897 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 04, 2026
PRUDENTIAL FINANCIAL INC History No change 48,624 1,867 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 47,577 1,827 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 47,045 1,806 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History Reduced 47,545 1,739 0.01% 0.01% 56 -32,540 -40.63% Q3 2026 Nov 05, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 45,000 1,728 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 44,628 1,714 0.0% 0.0% 58 0 0.0% Q2 2026 Sep 02, 2026
Fonville Wealth Management LLC History Reduced 44,908 1,643 0.25% 0.31% 59 -3,930 -8.05% Q3 2026 Oct 27, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 41,200 1,582 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 24, 2026
SEI INVESTMENTS CO History No change 38,869 1,492 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 38,349 1,472 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 43,649 1,434 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 37,078 1,424 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Holdings, LLC History No change 36,888 1,416 0.44% 0.44% 65 0 0.0% Q2 2026 Aug 12, 2026
Uncommon Cents Investing Inc History Reduced 38,465 1,407 0.31% 0.32% 66 -375 -0.97% Q3 2026 Oct 20, 2026
Jackson Creek Investment Advisors LLC History Reduced 38,235 1,399 0.48% 0.53% 67 -497 -1.28% Q3 2026 Nov 04, 2026
Shoker Investment Counsel, Inc. History Added to 37,806 1,383 0.36% 0.36% 68 +379 1.01% Q3 2026 Nov 04, 2026
LPL Financial LLC History No change 35,692 1,370 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 07, 2026
Pathway Financial Advisers, LLC History Added to 36,389 1,331 0.33% 0.35% 70 +14 0.04% Q3 2026 Oct 26, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 31,122 1,195 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 30,570 1,174 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 28,523 1,095 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
Odyssean, LLC History No change 27,226 1,045 0.17% 0.17% 74 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 28,523 1,043 0.02% 0.02% 75 +1,905 7.16% Q3 2026 Oct 13, 2026
SG Americas Securities, LLC History No change 27,100 1,041 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 26,401 1,013 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 26,035 1,000 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Reduced 27,190 994 0.0% 0.0% 79 -40,638 -59.91% Q3 2026 Nov 04, 2026
Atom Investors LP History No change 25,627 984 0.09% 0.09% 80 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 25,420 976 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 24,895 956 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 24,019 922 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 19, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 23,978 920 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 23,548 904 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 22,813 876 0.08% 0.08% 86 0 0.0% Q2 2026 Jul 31, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 23,846 865 0.0% 0.0% 87 +1,655 7.46% Q3 2026 Oct 13, 2026
MetLife Investment Management, LLC History No change 20,798 798 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
Hennion & Walsh Asset Management, Inc. History Added to 21,236 777 0.02% 0.02% 89 +1,534 7.79% Q3 2026 Oct 13, 2026
D.A. DAVIDSON & CO. History Reduced 21,111 772 0.0% 0.01% 90 -3,012 -12.49% Q3 2026 Oct 27, 2026
Russell Investments Group, Ltd. History No change 19,026 730 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 06, 2026
Rafferty Asset Management, LLC History No change 18,309 703 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 17,919 688 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 17, 2026
Jupiter Topco LLC History No change 17,248 662 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 17,226 661 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History Reduced 17,298 632 0.03% 0.03% 96 -503 -2.83% Q3 2026 Oct 22, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 16,422 630 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 16,211 622 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 23, 2026
MAI Capital Management History No change 16,142 620 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 15,685 602 0.0% 0.0% 100 0 0.0% Q2 2026 Sep 09, 2026
Patriot Financial Partners GP II, L.P. History No change 15,689 574 0.19% 0.15% 101 0 0.0% Q3 2026 Nov 04, 2026
FIFTH THIRD BANCORP History Added to 15,643 572 0.0% 0.0% 102 +1,075 7.38% Q3 2026 Nov 05, 2026
nVerses Capital, LLC History No change 14,822 569 0.87% 0.87% 103 0 0.0% Q2 2026 Aug 04, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 14,800 568 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 14,754 566 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group History No change 14,542 558 0.03% 0.03% 106 0 0.0% Q2 2026 Jul 29, 2026
Campbell & CO Investment Adviser LLC History No change 13,976 536 0.03% 0.03% 107 0 0.0% Q2 2026 Aug 03, 2026
ROYAL BANK OF CANADA History No change 13,722 528 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 13,561 516 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History New 12,952 506 0.02% — 110 +12,952 New Q3 2026 Nov 03, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 12,802 491 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 11, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 13,018 476 0.04% 0.04% 112 0 0.0% Q3 2026 Oct 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 12,343 474 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 12,303 472 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 12,773 467 0.03% 0.03% 115 +931 7.86% Q3 2026 Oct 22, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,115 465 0.0% 0.0% 116 0 0.0% Q2 2026 Jul 29, 2026
Squarepoint Ops LLC History No change 12,128 465 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Maridea Wealth Management LLC History No change 12,051 462 0.05% 0.05% 118 0 0.0% Q2 2026 Aug 06, 2026
Vise Technologies, Inc. History Added to 12,069 441 0.0% 0.0% 119 +6,145 103.73% Q3 2026 Oct 28, 2026
Jump Financial, LLC History No change 11,330 435 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 10,818 415 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 23, 2026
Trexquant Investment LP History No change 10,795 414 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Plan A Wealth LLC History No change 10,389 380 0.14% 0.17% 123 0 0.0% Q3 2026 Oct 08, 2026
MQS Management LLC History No change 9,826 377 0.46% 0.46% 124 0 0.0% Q2 2026 Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 9,667 371 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 9,618 369 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 05, 2026
Arizona State Retirement System History Added to 9,864 360 0.0% 0.0% 127 +201 2.08% Q3 2026 Nov 03, 2026
PANAGORA ASSET MANAGEMENT INC History No change 8,686 333 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 06, 2026
GREENWOOD GEARHART LLC History No change 9,110 333 0.02% 0.02% 129 0 0.0% Q3 2026 Oct 30, 2026
Kestra Advisory Services, LLC History Added to 9,051 331 0.0% 0.0% 130 +57 0.63% Q3 2026 Nov 02, 2026
Archer Investment Corp History New 8,965 328 0.06% — 131 +8,965 New Q3 2026 Nov 05, 2026
Engineers Gate Manager LP History No change 8,504 326 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 8,442 324 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 27, 2026
Vanguard Investments Australia, Ltd. History No change 8,390 322 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 8,375 321 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 8,199 314 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,943 305 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 7,953 305 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 8,025 293 0.0% 0.0% 139 -41 -0.51% Q3 2026 Nov 02, 2026
KLP KAPITALFORVALTNING AS History No change 7,600 291 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 7,312 280 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 6,916 266 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 6,936 266 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 10, 2026
Swiss Life Asset Management Ltd History New 7,249 265 0.0% — 145 +7,249 New Q3 2026 Nov 03, 2026
Prospera Financial Services Inc History New 6,888 265 0.0% — 144 +6,888 New Q3 2026 Nov 04, 2026
STIFEL FINANCIAL CORP History No change 6,809 261 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
CANADA LIFE ASSURANCE Co History No change 6,742 258 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
WESBANCO BANK INC History No change 6,259 229 0.01% 0.01% 148 0 0.0% Q3 2026 Nov 04, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 5,971 229 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 5,934 227 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History Added to 6,085 222 0.0% 0.0% 151 +818 15.53% Q3 2026 Oct 23, 2026
Pictet Asset Management Holding SA History Added to 5,882 215 0.0% 0.0% 152 +328 5.91% Q3 2026 Nov 03, 2026
Align Financial, LLC History No change 5,897 215 0.1% 0.11% 153 0 0.0% Q3 2026 Oct 16, 2026
GENDELL JEFFREY L History No change 5,589 214 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 5,414 207 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 5,402 207 0.0% 0.0% 156 0 0.0% Q2 2026 Sep 08, 2026
Focus Partners Wealth History No change 5,290 203 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 3,812 146 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Investment Partners, Inc. History No change 3,237 124 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 3,253 124 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 2,886 110 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 2,784 106 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 2,242 82 0.0% 0.0% 163 -652 -22.53% Q3 2026 Oct 20, 2026
Rockefeller Capital Management L.P. History No change 1,876 72 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 1,584 60 0.04% 0.04% 165 0 0.0% Q2 2026 Aug 10, 2026
DUNCKER STREETT & CO INC History No change 1,496 54 0.01% 0.01% 166 0 0.0% Q3 2026 Oct 27, 2026
State of Alaska, Department of Revenue History No change 1,431 52 0.0% 0.0% 167 0 0.0% Q3 2026 Oct 15, 2026
US BANCORP \DE\ History Added to 1,386 50 0.0% 0.0% 168 +78 5.96% Q3 2026 Nov 05, 2026
Allworth Financial LP History No change 1,307 50 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 11, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,193 45 0.01% 0.01% 170 0 0.0% Q2 2026 Jul 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 865 33 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 848 31 0.0% 0.0% 172 0 0.0% Q3 2026 Nov 04, 2026
EverSource Wealth Advisors, LLC History Added to 817 29 0.0% 0.0% 173 +65 8.64% Q3 2026 Nov 04, 2026
NewEdge Advisors, LLC History No change 700 26 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History Reduced 694 25 0.0% 0.0% 175 -25 -3.48% Q3 2026 Oct 22, 2026
IFP Advisors, Inc History No change 671 24 0.0% 0.0% 176 0 0.0% Q3 2026 Oct 16, 2026
GAMMA Investing LLC History Added to 641 23 0.0% 0.0% 177 +48 8.09% Q3 2026 Oct 08, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 580 22 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 17, 2026
Essential Partners LLC History Reduced 583 21 0.01% 0.01% 180 -63 -9.75% Q3 2026 Oct 14, 2026
SIGNATUREFD, LLC History No change 597 21 0.0% 0.0% 179 0 0.0% Q3 2026 Oct 23, 2026
Financial Avengers, Inc. History No change 507 19 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 18, 2026
City State Bank History No change 508 18 0.0% 0.0% 182 0 0.0% Q3 2026 Oct 20, 2026
Farther Finance Advisors, LLC History Added to 466 17 0.0% 0.0% 183 +126 37.06% Q3 2026 Oct 08, 2026
N.E.W. Advisory Services LLC History No change 418 16 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 06, 2026
MEEDER ASSET MANAGEMENT INC History No change 346 13 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 07, 2026
SJS Investment Consulting Inc. History Added to 347 12 0.0% 0.0% 188 +164 89.62% Q3 2026 Oct 26, 2026
Parallel Advisors, LLC History Added to 330 12 0.0% 0.0% 187 +14 4.43% Q3 2026 Nov 03, 2026
ROTHSCHILD INVESTMENT LLC History No change 338 12 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 06, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 323 11 0.0% — 191 +323 New Q3 2026 Oct 16, 2026
Covestor Ltd History Reduced 290 11 0.01% 0.01% 190 -27 -8.52% Q3 2026 Oct 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 311 11 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
BFSG, LLC History Reduced 300 10 0.0% 0.02% 192 -4,207 -93.34% Q3 2026 Oct 30, 2026
Triumph Capital Management History No change 300 10 0.0% 0.0% 193 0 0.0% Q3 2026 Oct 14, 2026
Ares Financial Consulting, LLC History No change 300 10 0.01% 0.01% 194 0 0.0% Q3 2026 Oct 19, 2026
Larson Financial Group LLC History Added to 256 9 0.0% 0.0% 195 +141 122.61% Q3 2026 Nov 05, 2026
True Wealth Design, LLC History No change 221 8 0.0% 0.0% 196 0 0.0% Q3 2026 Oct 13, 2026
Smartleaf Asset Management LLC History No change 192 7 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
Root Financial Partners, LLC History New 174 6 0.0% — 201 +174 New Q3 2026 Oct 21, 2026
CITY HOLDING CO History No change 185 6 0.0% 0.0% 198 0 0.0% Q3 2026 Oct 19, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 167 6 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History No change 164 6 0.0% 0.0% 200 0 0.0% Q3 2026 Nov 04, 2026
Basecamp Wealth Advisors LLC History No change 144 5 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 129 4 0.0% 0.0% 203 0 0.0% Q2 2026 Sep 08, 2026
Optiver Holding B.V. History No change 112 4 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 12, 2026
Quarry LP History No change 115 4 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
GK Wealth Management LLC History New 89 3 0.0% — 211 +89 New Q3 2026 Oct 09, 2026
Clark Wealth Partners History New 89 3 0.0% — 212 +89 New Q3 2026 Oct 16, 2026
Ancora Advisors LLC History No change 80 3 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 92 3 0.0% 0.0% 207 0 0.0% Q3 2026 Oct 27, 2026
Versant Capital Management, Inc History No change 93 3 0.0% 0.0% 208 0 0.0% Q3 2026 Oct 01, 2026
Strategic Investment Solutions, Inc. /IL History No change 100 3 0.0% 0.0% 209 0 0.0% Q2 2026 Jul 08, 2026
Dogwood Wealth Management LLC History No change 101 3 0.0% 0.0% 210 0 0.0% Q2 2026 Jul 06, 2026
Aquatic Capital Management LLC History No change 57 2 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 60 2 0.0% 0.0% 214 0 0.0% Q3 2026 Oct 21, 2026
Provenance Wealth Advisors, LLC History New 45 1 0.0% — 219 +45 New Q3 2026 Oct 30, 2026
Physician Wealth Advisors, Inc. History New 41 1 0.0% — 217 +41 New Q3 2026 Oct 20, 2026
Fortitude Family Office, LLC History New 29 1 0.0% — 218 +29 New Q3 2026 Oct 14, 2026
Cassaday & Co Wealth Management LLC History No change 32 1 0.0% 0.0% 215 0 0.0% Q3 2026 Oct 27, 2026
Kilter Group LLC History No change 30 1 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History Closed out 0 0 — 0.01% — -189,378 -100.0% Q3 2026 Oct 28, 2026
Commonwealth Financial Services, LLC History Closed out 0 0 — 0.12% — -22,472 -100.0% Q3 2026 Oct 20, 2026
Intrua Financial, LLC History Closed out 0 0 — 0.02% — -6,274 -100.0% Q3 2026 Oct 28, 2026
Saxony Capital Management, LLC History Closed out 0 0 — 0.09% — -5,347 -100.0% Q3 2026 Oct 15, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -1,800 -100.0% Q3 2026 Oct 28, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Closed out 0 0 — 0.0% — -832 -100.0% Q3 2026 Oct 26, 2026
Daytona Street Capital LLC History Closed out 0 0 — 0.08% — -500 -100.0% Q3 2026 Oct 15, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -247 -100.0% Q3 2026 Oct 15, 2026
North Star Investment Management Corp. History Closed out 0 0 — 0.0% — -140 -100.0% Q3 2026 Oct 27, 2026
Valued Wealth Advisors LLC History New 25 0 — — — +25 New Q3 2026 Nov 05, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -15 -100.0% Q3 2026 Oct 07, 2026
Silver Grove Financial Group, Inc. History New 10 0 — — — +10 New Q3 2026 Nov 05, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -10 -100.0% Q3 2026 Oct 29, 2026
State of Wyoming History New 9 0 — — — +9 New Q3 2026 Oct 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Advisors, LLC History No change 21 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History No change 14 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Torren Management, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 29, 2026