KONINKLIJKE PHILIPS NV - PHG

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.
Showing first 300 of 367 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Mondrian Investment Partners LTD History No change 8,067,528 219,356 3.38% 3.38% 1 0 0.0% Q2 2026 Jul 30, 2026
DIMENSIONAL FUND ADVISORS LP History No change 4,340,691 118,023 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY MANAGEMENT INC /WI/ History No change 3,459,961 94,076 1.34% 1.34% 3 0 0.0% Q2 2026 Aug 13, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 3,061,962 83,254 0.9% 0.9% 4 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 2,935,662 79,820 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 2,654,029 72,163 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 2,210,252 60,097 0.42% 0.42% 7 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 2,085,496 56,704 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 1,995,282 54,251 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,297,945 35,291 0.01% 0.01% 10 0 0.0% Q2 2026 Sep 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 944,311 25,675 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 911,845 24,793 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History No change 859,379 23,366 4.79% 4.79% 13 0 0.0% Q2 2026 Aug 03, 2026
BECKER CAPITAL MANAGEMENT INC History No change 858,787 23,350 0.63% 0.63% 14 0 0.0% Q2 2026 Jul 31, 2026
BANK OF AMERICA CORP /DE/ History No change 800,354 21,761 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 686,075 18,654 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 575,645 15,651 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 563,724 15,327 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 546,308 14,854 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 540,672 14,702 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 440,172 11,968 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History No change 427,900 11,634 0.22% 0.22% 22 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 418,126 11,368 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 401,637 10,920 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 390,514 10,618 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 346,530 9,422 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History No change 340,977 9,271 0.0% 0.0% 27 0 0.0% Q2 2026 Sep 02, 2026
JANE STREET GROUP, LLC History No change 303,991 8,265 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 291,033 7,913 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 238,230 6,477 0.07% 0.07% 30 0 0.0% Q2 2026 Aug 03, 2026
ABC ARBITRAGE SA History No change 237,271 6,451 0.7% 0.7% 31 0 0.0% Q2 2026 Jul 20, 2026
JPMORGAN CHASE & CO History No change 236,743 6,441 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 12, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 236,066 6,406 0.3% 0.3% 33 0 0.0% Q2 2026 Jul 13, 2026
Vestmark Advisory Solutions, Inc. History No change 203,210 5,525 0.05% 0.05% 34 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 192,113 5,223 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
OLD MISSION CAPITAL LLC History No change 189,893 5,163 0.08% 0.08% 36 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 187,942 5,110 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
Inlet Private Wealth, LLC History No change 185,291 5,038 1.22% 1.22% 38 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 172,778 4,697 0.12% 0.12% 39 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 160,156 4,354 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
Timber Creek Capital Management LLC History No change 157,381 4,279 0.87% 0.87% 41 0 0.0% Q2 2026 Aug 10, 2026
STIFEL FINANCIAL CORP History No change 145,031 3,943 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 140,446 3,818 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 140,236 3,813 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 139,095 3,782 0.07% 0.07% 45 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 136,344 3,707 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 130,712 3,554 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 129,164 3,511 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 124,479 3,384 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Transmarket Holdings LP History No change 122,353 3,326 2.44% 2.44% 50 0 0.0% Q2 2026 Jul 21, 2026
Schonfeld Strategic Advisors LLC History No change 121,458 3,302 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 121,099 3,292 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 03, 2026
Midwest Trust Co History No change 113,251 3,079 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 04, 2026
Beverly Hills Private Wealth, LLC History No change 111,183 3,023 0.58% 0.58% 54 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Wealth, LLC History No change 110,184 2,995 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 108,672 2,954 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 108,415 2,948 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History No change 105,685 2,873 0.04% 0.04% 58 0 0.0% Q2 2026 Jul 16, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 104,730 2,848 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 100,661 2,736 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
Bank of New Hampshire History Reduced 98,319 2,401 0.52% 0.57% 61 -2,881 -2.85% Q3 2026 Oct 06, 2026
Mariner, LLC History No change 87,849 2,388 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 87,026 2,366 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
BONNESS ENTERPRISES INC History No change 86,961 2,364 0.76% 0.76% 64 0 0.0% Q2 2026 Jul 09, 2026
Carmel Capital Partners, LLC History No change 85,126 2,314 0.76% 0.76% 65 0 0.0% Q2 2026 Jul 29, 2026
Laird Norton Wetherby Trust Company, LLC History No change 83,546 2,271 0.04% 0.04% 66 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 82,115 2,232 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Asset Management, LLC History No change 81,715 2,221 0.49% 0.49% 68 0 0.0% Q2 2026 Jul 09, 2026
Integrated Quantitative Investments LLC History No change 77,816 2,115 0.35% 0.35% 69 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 77,228 2,099 0.01% 0.01% 70 0 0.0% Q2 2026 Jul 28, 2026
MANNING & NAPIER ADVISORS LLC History No change 76,600 2,084 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 75,757 2,059 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 74,132 2,015 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 70,969 1,929 0.0% 0.0% 74 0 0.0% Q2 2026 Jul 29, 2026
Summit Trail Advisors, LLC History No change 70,503 1,916 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 11, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 68,818 1,871 0.09% 0.09% 76 0 0.0% Q2 2026 Jul 21, 2026
Benin Management CORP History No change 68,403 1,859 0.38% 0.38% 77 0 0.0% Q2 2026 Jul 15, 2026
STATE STREET CORP History No change 68,217 1,854 0.0% 0.0% 78 0 0.0% Q2 2026 Sep 22, 2026
CLOVERFIELDS CAPITAL GROUP, LP History No change 66,967 1,820 0.55% 0.55% 79 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 66,958 1,814 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 64,911 1,764 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
Artisan Partners Limited Partnership History No change 61,663 1,676 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 61,597 1,674 0.01% 0.01% 83 0 0.0% Q2 2026 Sep 23, 2026
FIRST TRUST ADVISORS LP History No change 60,028 1,632 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 59,339 1,613 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 57,738 1,582 0.0% 0.0% 86 0 0.0% Q2 2026 Jul 15, 2026
GeoWealth Management, LLC History No change 56,349 1,532 0.05% 0.05% 87 0 0.0% Q2 2026 Jul 30, 2026
GC Wealth Management RIA, LLC History No change 56,365 1,532 0.09% 0.09% 88 0 0.0% Q2 2026 Jul 16, 2026
SYON CAPITAL LLC History No change 52,512 1,427 0.06% 0.06% 89 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History No change 52,267 1,421 0.02% 0.02% 90 0 0.0% Q2 2026 Jul 29, 2026
Abacus Wealth Partners, LLC History No change 52,031 1,414 0.15% 0.15% 91 0 0.0% Q2 2026 Jul 22, 2026
Corient Private Wealth LP History No change 51,227 1,392 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 27, 2026
OSAIC HOLDINGS, INC. History No change 48,937 1,330 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
PZENA INVESTMENT MANAGEMENT LLC History No change 48,243 1,311 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 48,004 1,305 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 46,651 1,268 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 46,094 1,253 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 45,415 1,234 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 43,726 1,188 0.01% 0.01% 99 0 0.0% Q2 2026 Jul 27, 2026
Vident Advisory, LLC History No change 42,730 1,161 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 42,669 1,160 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 12, 2026
Promethos Capital, LLC History No change 41,240 1,120 0.3% 0.3% 102 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 40,829 1,110 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Personalized Indexing Management, LLC History No change 40,153 1,091 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 11, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 39,515 1,074 0.39% 0.39% 105 0 0.0% Q2 2026 Jul 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 39,018 1,060 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 19, 2026
GABELLI FUNDS LLC History No change 38,951 1,059 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 36,518 992 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History No change 35,788 973 0.02% 0.02% 109 0 0.0% Q2 2026 Jul 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 34,100 927 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 33,811 919 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 33,359 907 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 20, 2026
Sanctuary Advisors, LLC History No change 33,302 905 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 32,722 890 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 07, 2026
Campbell & CO Investment Adviser LLC History No change 32,660 888 0.05% 0.05% 115 0 0.0% Q2 2026 Aug 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 32,423 881 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 31,365 852 0.01% 0.01% 117 0 0.0% Q2 2026 Jul 23, 2026
XTX Topco Ltd History No change 30,948 841 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 30,820 837 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History No change 30,559 830 0.01% 0.01% 120 0 0.0% Q2 2026 Jul 28, 2026
CIBC WORLD MARKET INC. History No change 30,207 821 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 29,761 809 0.03% 0.03% 122 0 0.0% Q2 2026 Jul 07, 2026
BROWN ADVISORY INC History No change 28,975 787 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 28,258 768 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 27,900 758 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 04, 2026
PARK AVENUE SECURITIES LLC History No change 27,514 748 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 20, 2026
EARNEST PARTNERS LLC History No change 26,895 731 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 26,779 728 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
DRW Securities, LLC History No change 26,424 718 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 25,873 703 0.01% 0.01% 130 0 0.0% Q2 2026 Jul 17, 2026
Riverview Capital Advisers, LLC History No change 25,412 690 0.2% 0.2% 131 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 25,013 680 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
Harrington Investments, INC History No change 24,062 654 0.32% 0.32% 133 0 0.0% Q2 2026 Jul 23, 2026
GREENLEAF TRUST History No change 23,581 641 0.01% 0.01% 134 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Investment Research Advisors, Inc. History No change 23,146 629 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 27, 2026
Sequoia Financial Advisors, LLC History No change 23,056 626 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 21,896 595 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 29, 2026
GLENMEDE TRUST CO NA History No change 21,789 592 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 21,701 590 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 10, 2026
&PARTNERS History No change 21,455 583 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 21,271 578 0.04% 0.04% 141 0 0.0% Q2 2026 Jul 21, 2026
CHOREO, LLC History No change 20,450 556 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 20,336 552 0.01% 0.01% 143 0 0.0% Q2 2026 Jul 23, 2026
CAPTRUST FINANCIAL ADVISORS History No change 20,268 551 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 20,161 548 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 19,051 518 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 19,043 517 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
TODD ASSET MANAGEMENT LLC History No change 18,356 499 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History No change 18,385 499 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 29, 2026
XY Capital Ltd History No change 18,234 495 0.48% 0.48% 150 0 0.0% Q2 2026 Aug 11, 2026
Venturi Wealth Management, LLC History No change 18,007 489 0.02% 0.02% 151 0 0.0% Q2 2026 Jul 20, 2026
Riverwater Partners LLC History No change 17,903 486 0.14% 0.14% 152 0 0.0% Q2 2026 Aug 14, 2026
Roof Eidam Maycock Peralta, LLC History No change 17,800 483 0.1% 0.1% 153 0 0.0% Q2 2026 Jul 24, 2026
FRANKLIN RESOURCES INC History No change 17,706 481 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
GTS SECURITIES LLC History No change 17,336 471 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
INTRUST BANK NA History No change 17,089 464 0.03% 0.03% 156 0 0.0% Q2 2026 Aug 05, 2026
DIVERSIFIED MANAGEMENT INC History No change 17,048 463 0.1% 0.1% 157 0 0.0% Q2 2026 Jul 09, 2026
Aaron Wealth Advisors LLC History No change 16,841 457 0.02% 0.02% 158 0 0.0% Q2 2026 Jul 16, 2026
MILLENNIUM MANAGEMENT LLC History No change 16,711 454 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 14,911 405 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 14,973 405 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 14,841 403 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 14,638 398 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 13,996 380 0.04% 0.04% 164 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 13,920 378 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 13,856 376 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 13,655 371 0.01% 0.01% 167 0 0.0% Q2 2026 Jul 14, 2026
Apollon Wealth Management, LLC History No change 13,185 358 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 22, 2026
FIRST FOUNDATION ADVISORS History No change 13,155 357 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 14, 2026
W1M Asset Management Ltd History No change 12,926 351 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 12, 2026
Cetera Trust Company, N.A History No change 12,907 350 0.18% 0.18% 171 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Reduced 14,257 348 0.03% 0.04% 172 -851 -5.63% Q3 2026 Oct 01, 2026
HOLDERNESS INVESTMENTS CO History No change 12,730 346 0.06% 0.06% 173 0 0.0% Q2 2026 Aug 12, 2026
Gallacher Capital Management LLC History No change 12,692 345 0.19% 0.19% 174 0 0.0% Q2 2026 Jul 16, 2026
Legacy Capital Group California, Inc. History No change 12,645 343 0.1% 0.1% 175 0 0.0% Q2 2026 Jul 29, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 12,537 340 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
DV EQUITIES, LLC History No change 12,272 333 0.05% 0.05% 177 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 12,245 332 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 11,832 321 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 05, 2026
KITCHING PARTNERS, LLC History No change 11,677 317 0.27% 0.27% 180 0 0.0% Q2 2026 Jul 30, 2026
Rehmann Capital Advisory Group History No change 11,642 316 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 20, 2026
Caprock Group, LLC History No change 11,555 314 0.01% 0.01% 182 0 0.0% Q2 2026 Jul 27, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 11,397 309 0.04% 0.04% 183 0 0.0% Q2 2026 Aug 07, 2026
Qtron Investments LLC History No change 11,207 304 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 11,162 303 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 18, 2026
NICOLET BANKSHARES INC History No change 10,570 297 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History No change 10,658 295 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 13, 2026
Net Worth Advisory Group History No change 10,440 283 0.07% 0.07% 188 0 0.0% Q2 2026 Jul 13, 2026
MQS Management LLC History No change 10,403 282 0.34% 0.34% 189 0 0.0% Q2 2026 Aug 07, 2026
FRANKLIN STREET ADVISORS INC /NC History No change 9,894 269 0.02% 0.02% 190 0 0.0% Q2 2026 Jul 09, 2026
CIBC Bancorp USA Inc. History No change 9,789 266 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 13, 2026
Ironsides Asset Advisors, LLC History No change 9,662 262 0.06% 0.06% 192 0 0.0% Q2 2026 Aug 12, 2026
Foster Group, Inc. History No change 9,597 260 0.01% 0.01% 193 0 0.0% Q2 2026 Jul 07, 2026
Root Financial Partners, LLC History No change 9,499 258 0.01% 0.01% 194 0 0.0% Q2 2026 Jul 29, 2026
Joel Isaacson & Co., LLC History No change 9,423 256 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 04, 2026
Dynasty Wealth Management, LLC History No change 9,320 253 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 9,294 252 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 28, 2026
One Capital Management, LLC History No change 9,167 251 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 13, 2026
Trust Point Inc. History No change 9,236 251 0.02% 0.02% 199 0 0.0% Q2 2026 Jul 08, 2026
OLD NATIONAL BANCORP /IN/ History No change 9,192 249 0.0% 0.0% 200 0 0.0% Q2 2026 Jul 15, 2026
Facet Wealth, Inc. History No change 9,189 249 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 27, 2026
Avise Financial Cooperative, Inc. History No change 9,114 247 0.18% 0.18% 202 0 0.0% Q2 2026 Aug 06, 2026
Compound Planning, Inc. History No change 9,026 245 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 04, 2026
Envestnet Portfolio Solutions, Inc. History No change 9,047 245 0.0% 0.0% 204 0 0.0% Q2 2026 Sep 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 8,971 243 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 8,956 243 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 07, 2026
May Hill Capital, LLC History No change 8,320 226 0.05% 0.05% 207 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 8,246 224 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 8,097 220 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 8,060 219 0.0% 0.0% 210 0 0.0% Q2 2026 Jul 30, 2026
Parallel Advisors, LLC History No change 8,031 218 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 05, 2026
BetterWealth, LLC History No change 8,039 218 0.04% 0.04% 212 0 0.0% Q2 2026 Jul 21, 2026
Well Done, LLC History No change 7,881 214 0.03% 0.03% 213 0 0.0% Q2 2026 Jul 24, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 7,869 213 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 7,775 211 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 10, 2026
Ellevest, Inc. History No change 7,691 209 0.02% 0.02% 216 0 0.0% Q2 2026 Aug 10, 2026
Main Street Research LLC History No change 7,655 208 0.01% 0.01% 217 0 0.0% Q2 2026 Jul 29, 2026
Bridgewater Advisors Inc. History No change 7,939 208 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 05, 2026
Lido Advisors, LLC History No change 7,626 207 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 07, 2026
Bridgefront Capital, LLC History No change 7,589 206 0.05% 0.05% 220 0 0.0% Q2 2026 Aug 14, 2026
Bulltick Wealth Management, LLC History No change 7,575 205 0.04% 0.04% 221 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Advisor Solutions, LLC History No change 7,505 204 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 7,432 202 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 14, 2026
Private Advisory Group LLC History No change 7,425 201 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 7,334 199 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 11, 2026
Investors Research Corp History No change 7,182 195 0.03% 0.03% 226 0 0.0% Q2 2026 Jul 10, 2026
EverSource Wealth Advisors, LLC History No change 6,468 175 0.01% 0.01% 227 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 5,936 161 0.0% 0.0% 228 0 0.0% Q2 2026 Jul 17, 2026
Caitong International Asset Management Co., Ltd History No change 5,820 158 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 04, 2026
Atlantic Union Bankshares Corp History No change 5,531 150 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 11, 2026
Firsthand Capital Management, Inc. History No change 5,146 139 0.22% 0.22% 231 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 4,716 128 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 12, 2026
Corient IA LP History No change 4,646 126 0.12% 0.12% 233 0 0.0% Q2 2026 Aug 12, 2026
Advisors Asset Management, Inc. History No change 4,033 109 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 3,800 103 0.0% 0.0% 235 0 0.0% Q2 2026 Jul 21, 2026
BESSEMER GROUP INC History No change 3,317 90 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 12, 2026
Cromwell Holdings LLC History No change 3,310 89 0.04% 0.04% 237 0 0.0% Q2 2026 Jul 13, 2026
FIFTH THIRD BANCORP History No change 3,065 83 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 05, 2026
Davis Capital Management History No change 2,593 70 0.04% 0.04% 239 0 0.0% Q2 2026 Jul 16, 2026
Hanson & Doremus Investment Management History No change 2,513 68 0.01% 0.01% 240 0 0.0% Q2 2026 Jul 29, 2026
Millstone Evans Group, LLC History No change 2,450 66 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 2,320 63 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 06, 2026
Fairscale Capital, LLC History No change 2,251 61 0.04% 0.04% 243 0 0.0% Q2 2026 Aug 07, 2026
Hilton Head Capital Partners, LLC History No change 2,144 58 0.03% 0.03% 244 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 2,083 56 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 1,816 49 0.0% 0.0% 246 0 0.0% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,777 48 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 06, 2026
Prestige Wealth Management Group LLC History No change 1,747 47 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 14, 2026
SITTNER & NELSON, LLC History No change 1,753 47 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 07, 2026
Basecamp Wealth Advisors LLC History No change 1,620 44 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,541 41 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 05, 2026
First Command Advisory Services, Inc. History No change 1,496 40 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 10, 2026
Larson Financial Group LLC History No change 1,311 35 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,286 34 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 13, 2026
ESL Trust Services, LLC History No change 1,238 33 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 13, 2026
Osbon Capital Management LLC History No change 1,071 29 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 13, 2026
WPG Advisers, LLC History No change 996 27 0.02% 0.02% 257 0 0.0% Q2 2026 Aug 05, 2026
SOA Wealth Advisors, LLC. History No change 954 25 0.0% 0.0% 258 0 0.0% Q2 2026 Jul 21, 2026
Steward Partners Investment Advisory, LLC History No change 858 23 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 845 22 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 06, 2026
Bruce G. Allen Investments, LLC History No change 832 22 0.01% 0.01% 261 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 803 21 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 772 20 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 12, 2026
EASTERN BANK History No change 799 19 0.0% 0.0% 264 0 0.0% Q3 2026 Oct 05, 2026
Continuum Advisory, LLC History No change 685 18 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 641 17 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History No change 658 17 0.0% 0.0% 267 0 0.0% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History No change 662 17 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 601 16 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 13, 2026
Owl Creek Wealth Partners LLC History No change 609 16 0.0% 0.0% 270 0 0.0% Q2 2026 Jul 20, 2026
Indiana Trust & Investment Management Co History No change 588 15 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 22, 2026
North Star Investment Management Corp. History No change 542 14 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Bancorp, Inc. History No change 538 14 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 28, 2026
MONTAG A & ASSOCIATES INC History No change 512 13 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF VERMONT History No change 500 13 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History No change 482 13 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 456 12 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 486 12 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 431 11 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 27, 2026
Cassaday & Co Wealth Management LLC History No change 441 11 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 10, 2026
JPL Wealth Management, LLC History No change 409 11 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 13, 2026
Miller Global Investments, LLC History No change 420 10 0.01% 0.01% 282 0 0.0% Q3 2026 Oct 02, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 343 9 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 14, 2026
MOTCO History No change 355 9 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 31, 2026
Salomon & Ludwin, LLC History No change 341 9 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 07, 2026
Acumen Wealth Advisors, LLC History No change 340 9 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 03, 2026
AMERIFLEX GROUP, INC. History No change 338 9 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 296 8 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 10, 2026
Whipplewood Advisors, LLC History No change 329 8 0.01% 0.01% 289 0 0.0% Q2 2026 Jul 27, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 265 7 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL CONSULATE, INC History No change 282 7 0.0% 0.0% 291 0 0.0% Q2 2026 Jul 23, 2026
CoreFirst Bank & Trust History No change 290 7 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 05, 2026
SJS Investment Consulting Inc. History No change 275 7 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 22, 2026
Transamerica Financial Advisors, LLC History No change 242 6 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
JDM Financial Group LLC History No change 227 6 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 17, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 248 6 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 07, 2026
Nemes Rush Group LLC History No change 242 6 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 14, 2026
PROFFITT & GOODSON INC History No change 186 5 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 22, 2026
True Wealth Design, LLC History No change 189 5 0.0% 0.0% 299 0 0.0% Q2 2026 Jul 16, 2026
TD Waterhouse Canada Inc. History No change 194 5 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 27, 2026