Phreesia, Inc. - PHR

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
Pale Fire Capital SE History No change 8,924,329 91,831 6.49% 6.49% 1 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 7,019,832 72,234 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 3,151,453 32,428 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,987,907 30,745 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,548,965 26,228 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 1,604,735 16,495 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,577,463 16,232 0.0% 0.0% 7 0 0.0% Q2 2026 Sep 22, 2026
GOLDMAN SACHS GROUP INC History No change 1,435,314 14,769 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,312,056 13,504 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
T. Rowe Price Investment Management, Inc. History No change 1,296,180 13,338 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 1,205,481 12,404 0.15% 0.15% 11 0 0.0% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 1,113,782 11,460 0.04% 0.04% 12 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 1,063,080 10,940 0.09% 0.09% 13 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 1,000,388 10,293 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 784,279 7,960 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 05, 2026
HRT FINANCIAL LP History No change 734,469 7,557 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History No change 705,874 7,263 0.08% 0.08% 17 0 0.0% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 698,173 7,184 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
Rock Springs Capital Management LP History No change 696,900 7,171 0.35% 0.35% 19 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 675,234 6,948 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 11, 2026
Whetstone Capital Advisors, LLC History No change 629,752 6,480 1.7% 1.7% 21 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 621,688 6,397 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 609,704 6,273 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 589,515 6,066 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 561,488 5,777 0.0% 0.0% 25 0 0.0% Q2 2026 Sep 02, 2026
D. E. Shaw & Co., Inc. History No change 524,496 5,397 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 517,767 5,327 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 484,115 4,981 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 473,462 4,871 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 463,002 4,764 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 424,926 4,372 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History No change 403,867 4,155 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 400,236 4,118 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 358,537 3,689 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 339,896 3,497 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
CAMBIAR INVESTORS LLC History No change 339,697 3,495 0.15% 0.15% 36 0 0.0% Q2 2026 Jul 31, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 325,000 3,344 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 10, 2026
DIMENSIONAL FUND ADVISORS LP History No change 321,130 3,304 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 315,995 3,251 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 06, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 273,345 2,812 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 07, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 266,676 2,744 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 256,111 2,635 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 230,514 2,371 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
Pacer Advisors, Inc. History No change 227,260 2,339 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 224,161 2,306 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
Numerai GP LLC History No change 188,045 1,934 0.16% 0.16% 46 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 184,717 1,900 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 180,609 1,858 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 178,367 1,835 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 04, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 174,966 1,800 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 170,523 1,754 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
Polymer Capital Management (US) LLC History No change 163,890 1,686 0.22% 0.22% 52 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 160,903 1,655 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 06, 2026
Walleye Capital LLC History No change 158,427 1,630 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 03, 2026
Mariner, LLC History No change 157,786 1,623 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 157,670 1,622 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 156,102 1,606 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
PEAK6 LLC History No change 155,600 1,601 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 153,479 1,579 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 148,290 1,525 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 27, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 143,741 1,479 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 142,589 1,467 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Bellevue Group AG History No change 140,495 1,445 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 135,836 1,397 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 135,584 1,395 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 130,469 1,342 0.07% 0.07% 66 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 129,668 1,334 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 123,567 1,271 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
Palogic Value Management, L.P. History No change 120,177 1,236 0.41% 0.41% 69 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 116,605 1,199 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 116,500 1,198 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 17, 2026
STIFEL FINANCIAL CORP History No change 110,188 1,133 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 109,599 1,128 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 105,955 1,090 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 100,830 1,037 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 25, 2026
J. Goldman & Co LP History No change 100,000 1,029 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 97,727 1,005 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 96,891 997 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 19, 2026
LPL Financial LLC History No change 93,181 958 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 07, 2026
Swiss National Bank History No change 91,500 941 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 87,903 909 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 87,644 901 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 99,426 894 0.0% 0.0% 83 0 0.0% Q2 2026 Jul 15, 2026
WELLS FARGO & COMPANY/MN History No change 85,949 884 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
SCHWARTZ INVESTMENT COUNSEL INC History No change 78,700 809 0.03% 0.03% 85 0 0.0% Q2 2026 Jul 27, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 77,000 792 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 10, 2026
GROUP ONE TRADING LLC History No change 75,542 777 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 72,935 750 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 70,109 721 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 05, 2026
Y-Intercept (Hong Kong) Ltd History No change 69,698 717 0.01% 0.01% 90 0 0.0% Q2 2026 Jul 13, 2026
RHUMBLINE ADVISERS History No change 68,714 707 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 11, 2026
IMC-Chicago, LLC History No change 68,200 701 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 06, 2026
AXQ CAPITAL, LP History No change 67,000 689 0.07% 0.07% 93 0 0.0% Q2 2026 Aug 06, 2026
Inspire Investing, LLC History No change 65,890 678 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 12, 2026
ALLSTATE CORP History No change 65,182 670 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 64,532 664 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 78,500 657 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 61,254 630 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 61,119 628 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 10, 2026
NATIXIS History No change 55,000 565 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 53,210 547 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 24, 2026
Campbell & CO Investment Adviser LLC History No change 52,880 544 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 03, 2026
DEUTSCHE BANK AG\ History No change 52,327 538 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 51,382 528 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 46,382 477 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 43,648 449 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
Freestone Grove Partners LP History No change 43,489 447 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 42,483 437 0.03% 0.03% 108 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 42,432 436 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 41,856 430 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
ExodusPoint Capital Management, LP History No change 41,011 422 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 39,679 408 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 38,014 391 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 11, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 37,812 389 0.06% 0.06% 114 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 36,787 378 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 36,164 372 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 35,721 367 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 32,041 329 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History No change 31,001 319 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Technology Lab Private Ltd History No change 29,933 308 0.07% 0.07% 120 0 0.0% Q2 2026 Aug 13, 2026
Legacy Advisors, LLC History No change 29,162 300 0.03% 0.03% 121 0 0.0% Q2 2026 Jul 24, 2026
SEI INVESTMENTS CO History No change 28,335 291 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 28,128 289 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 27,038 278 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 26,497 272 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 25,220 259 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 28, 2026
Pallas Capital Advisors LLC History No change 24,747 254 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 07, 2026
Jupiter Topco LLC History No change 24,531 252 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 23,791 245 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 06, 2026
LAZARD ASSET MANAGEMENT LLC History No change 23,564 242 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Olympiad Research LP History No change 22,453 231 0.48% 0.48% 131 0 0.0% Q2 2026 Jul 24, 2026
State of Wyoming History No change 22,283 229 0.02% 0.02% 132 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 21,192 218 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 20, 2026
Jasper Ridge Partners, L.P. History No change 20,853 214 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 20,375 209 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 11, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 20,168 207 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
Probity Advisors, Inc. History No change 19,264 198 0.03% 0.03% 137 0 0.0% Q2 2026 Jul 31, 2026
Diversified Trust Co History No change 19,088 196 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 18,200 187 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History No change 17,554 180 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
NorthCrest Asset Manangement, LLC History No change 15,868 171 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,547 170 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 29, 2026
Focus Partners Advisor Solutions, LLC History No change 16,448 169 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 06, 2026
McMillan Office, Inc. History No change 16,495 169 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 16,010 164 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 15,973 164 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,645 160 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 23, 2026
JANE STREET GROUP, LLC History No change 15,400 158 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 15,432 158 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 14,729 151 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 10, 2026
Swiss Life Asset Management Ltd History No change 14,693 151 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 29, 2026
Garner Asset Management Corp History No change 14,616 150 0.05% 0.05% 152 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 14,129 145 0.0% 0.0% 153 0 0.0% Q2 2026 Sep 08, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 13,638 140 0.0% 0.0% 154 0 0.0% Q2 2026 Sep 09, 2026
Jump Financial, LLC History No change 13,700 140 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 13,487 138 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 27, 2026
BLAIR WILLIAM & CO/IL History No change 13,179 135 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 11, 2026
9823 Capital, L.P. History No change 12,957 133 0.09% 0.09% 158 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 12,664 130 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 10, 2026
Arizona State Retirement System History No change 12,575 129 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 07, 2026
Inscription Capital, LLC History No change 12,593 129 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 13, 2026
LGL PARTNERS, LLC History No change 12,487 128 0.05% 0.05% 162 0 0.0% Q2 2026 Jul 27, 2026
KLP KAPITALFORVALTNING AS History No change 12,400 127 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History No change 12,044 123 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 11,851 121 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 11,623 119 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 10,640 109 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History No change 10,418 107 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 30, 2026
EP Wealth Advisors, LLC History No change 10,314 106 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 10,000 102 0.01% 0.01% 170 0 0.0% Q2 2026 Sep 15, 2026
NISA INVESTMENT ADVISORS, LLC History No change 8,714 89 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 10, 2026
Ensign Peak Advisors, Inc History No change 7,891 81 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,551 78 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 7,333 75 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 7,345 73 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
BankPlus Trust Department History No change 6,200 63 0.01% 0.01% 176 0 0.0% Q2 2026 Jul 28, 2026
Tower Research Capital LLC (TRC) History No change 5,958 61 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 5,613 57 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 5,292 54 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 4,932 50 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Investment Partners, Inc. History No change 4,782 49 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 4,521 46 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 3,947 40 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 3,657 38 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 3,538 36 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 20, 2026
GAMMA Investing LLC History No change 3,526 36 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 07, 2026
KBC Group NV History No change 3,449 35 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 05, 2026
SIMPLEX TRADING, LLC History No change 2,710 27 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,534 26 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History No change 2,534 26 0.0% 0.0% 190 0 0.0% Q2 2026 Jul 17, 2026
Caitong International Asset Management Co., Ltd History No change 2,381 24 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 1,935 19 0.0% 0.0% 192 0 0.0% Q2 2026 Jul 30, 2026
Essential Partners LLC History No change 1,456 14 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 1,289 13 0.0% 0.0% 194 0 0.0% Q2 2026 Jul 20, 2026
OSAIC HOLDINGS, INC. History No change 1,268 13 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,231 12 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 1,248 12 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 05, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,050 10 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History No change 823 8 0.0% 0.0% 199 0 0.0% Q3 2026 Oct 01, 2026
Nykredit A/S History No change 786 8 0.0% 0.0% 200 0 0.0% Q2 2026 Sep 08, 2026
True Wealth Design, LLC History No change 806 8 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 16, 2026
FIFTH THIRD BANCORP History No change 728 7 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 05, 2026
Strategic Wealth Partners, Ltd. History No change 700 7 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 587 6 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
Owl Creek Wealth Partners LLC History No change 645 6 0.0% 0.0% 205 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 432 4 0.0% 0.0% 206 0 0.0% Q2 2026 Jul 23, 2026
Fortitude Family Office, LLC History No change 430 4 0.0% 0.0% 207 0 0.0% Q2 2026 Jul 20, 2026
HARBOUR INVESTMENTS, INC. History No change 298 3 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 360 3 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 349 3 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 200 2 0.0% 0.0% 211 0 0.0% Q2 2026 Jul 08, 2026
Larson Financial Group LLC History No change 228 2 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
Costello Asset Management, INC History No change 200 2 0.0% 0.0% 213 0 0.0% Q2 2026 Jul 28, 2026
Quarry LP History No change 263 2 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Management Group, LLC History No change 222 2 0.0% 0.0% 215 0 0.0% Q2 2026 Jul 27, 2026
BESSEMER GROUP INC History No change 127 1 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 12, 2026
MassMutual Private Wealth & Trust, FSB History No change 110 1 0.0% 0.0% 217 0 0.0% Q3 2026 Oct 05, 2026
Fulcrum Asset Management LLP History No change 110 1 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 18, 2026
Steward Partners Investment Advisory, LLC History No change 130 1 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History No change 110 1 0.0% 0.0% 220 0 0.0% Q2 2026 Jul 22, 2026
Wealth Enhancement Trust Services, Inc. History No change 186 1 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 56 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 62 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Parkside Financial Bank & Trust History No change 70 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
Cornerstone Planning Group LLC History No change 41 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
SBI Securities Co., Ltd. History No change 11 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Covestor Ltd History No change 45 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
LRI Investments, LLC History No change 65 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Basepoint Wealth LLC History No change 25 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026