Palomar Holdings, Inc. - PLMR

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 4,401,832 556,347 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,234,699 156,053 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,192,254 150,688 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,122,717 141,900 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 22, 2026
Jupiter Topco LLC History No change 1,045,459 132,165 0.05% 0.05% 5 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 767,319 96,981 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 12, 2026
Stephens Investment Management Group LLC History No change 732,301 92,555 0.99% 0.99% 7 0 0.0% Q2 2026 Jul 29, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 715,901 90,498 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
Hood River Capital Management LLC History No change 682,283 86,233 0.63% 0.63% 9 0 0.0% Q2 2026 Aug 14, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 668,854 84,536 0.28% 0.28% 10 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 662,894 83,783 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 11, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 659,417 81,299 0.05% 0.05% 12 -53,710 -7.53% Q3 2026 Oct 29, 2026
Freestone Grove Partners LP History No change 622,335 78,656 0.5% 0.5% 13 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 407,599 51,516 0.01% 0.01% 14 0 0.0% Q2 2026 Sep 02, 2026
T. Rowe Price Investment Management, Inc. History No change 343,967 43,474 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 14, 2026
Artemis Investment Management LLP History Added to 335,986 41,423 0.36% 0.38% 16 +2,018 0.6% Q3 2026 Oct 08, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 325,715 41,167 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 12, 2026
Point72 Asset Management, L.P. History No change 311,367 39,353 0.04% 0.04% 18 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 306,783 38,774 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
FEDERATED HERMES, INC. History No change 302,615 38,247 0.05% 0.05% 20 0 0.0% Q2 2026 Aug 12, 2026
Champlain Investment Partners, LLC History No change 272,480 34,438 0.88% 0.88% 21 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 260,015 32,863 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
EMERALD ADVISERS, LLC History No change 248,267 31,378 0.74% 0.74% 23 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 245,001 30,965 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 06, 2026
VILLERE ST DENIS J & CO LLC History No change 216,269 27,334 3.26% 3.26% 25 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 204,213 25,810 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 199,735 25,245 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 195,356 24,691 0.13% 0.13% 28 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 190,471 24,073 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 175,998 21,698 0.01% 0.01% 30 +46,431 35.84% Q3 2026 Nov 02, 2026
Clark Capital Management Group, Inc. History No change 169,991 21,485 0.12% 0.12% 31 0 0.0% Q2 2026 Aug 11, 2026
GENEVA CAPITAL MANAGEMENT LLC History No change 168,074 21,242 0.49% 0.49% 32 0 0.0% Q2 2026 Aug 06, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 163,622 20,680 0.73% 0.73% 33 0 0.0% Q2 2026 Aug 05, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 159,522 20,161 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 158,091 19,981 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 153,552 19,407 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 152,575 19,283 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 152,508 19,274 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 12, 2026
Handelsbanken Fonder AB History No change 148,559 18,776 0.05% 0.05% 39 0 0.0% Q2 2026 Jul 10, 2026
DANSKE BANK A/S History No change 137,878 17,426 0.03% 0.03% 40 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 123,271 15,580 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 120,286 15,203 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 110,897 14,016 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 108,921 13,766 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 92,387 11,824 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 91,054 11,508 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 82,636 10,444 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 80,180 10,133 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
AustralianSuper Pty Ltd History No change 79,418 10,037 0.04% 0.04% 49 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 77,764 9,828 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 74,757 9,448 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE GROUP LLC History No change 74,735 9,445 0.38% 0.38% 52 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 71,782 9,072 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 70,623 8,925 0.0% 0.0% 54 0 0.0% Q2 2026 Sep 23, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 70,545 8,916 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 68,424 8,648 0.05% 0.05% 56 0 0.0% Q2 2026 Aug 14, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 68,357 8,639 0.28% 0.28% 57 0 0.0% Q2 2026 Jul 17, 2026
UBS Group AG History No change 65,036 8,219 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 61,942 7,828 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 61,704 7,798 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 60,763 7,679 0.03% 0.03% 61 0 0.0% Q2 2026 Aug 10, 2026
Cerity Partners LLC History No change 57,799 7,305 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 56,709 7,167 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 59,321 7,088 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 55,047 6,957 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 53,600 6,774 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 11, 2026
MOODY ALDRICH PARTNERS LLC History New 53,499 6,595 1.26% — 67 +53,499 New Q3 2026 Oct 27, 2026
Emerald Investment Advisers, LLC History No change 48,821 6,170 0.41% 0.41% 68 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 48,512 6,131 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 07, 2026
FIRST TRUST ADVISORS LP History No change 46,710 5,903 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 42,763 5,404 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 40,798 5,029 0.1% 0.11% 72 -820 -1.97% Q3 2026 Nov 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 36,073 4,559 0.0% 0.0% 73 0 0.0% Q2 2026 Sep 09, 2026
Quantinno Capital Management LP History No change 35,262 4,456 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 13, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 34,537 4,365 0.13% 0.13% 75 0 0.0% Q2 2026 Aug 10, 2026
AQR CAPITAL MANAGEMENT LLC History No change 33,650 4,253 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 32,675 4,129 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 31,315 3,957 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 24, 2026
PRUDENTIAL FINANCIAL INC History No change 29,761 3,761 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History Added to 28,285 3,487 0.0% 0.0% 80 +12,117 74.94% Q3 2026 Nov 02, 2026
Engineers Gate Manager LP History No change 26,633 3,366 0.04% 0.04% 81 0 0.0% Q2 2026 Aug 14, 2026
CONNORS INVESTOR SERVICES INC History No change 26,276 3,321 0.29% 0.29% 82 0 0.0% Q2 2026 Aug 14, 2026
OAK RIDGE INVESTMENTS LLC History Reduced 26,727 3,295 0.2% 0.28% 83 -13,026 -32.77% Q3 2026 Oct 30, 2026
SCHOLTZ & COMPANY, LLC History No change 25,756 3,255 1.63% 1.63% 84 0 0.0% Q2 2026 Aug 11, 2026
ExodusPoint Capital Management, LP History No change 25,698 3,247 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 25,549 3,229 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 25,327 3,202 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
Conestoga Capital Advisors, LLC History Reduced 24,850 3,063 0.09% 0.07% 88 -1,110 -4.28% Q3 2026 Nov 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 23,544 2,975 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Riverwater Partners LLC History Added to 23,890 2,945 0.82% 0.72% 90 +4,696 24.47% Q3 2026 Nov 03, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 23,889 2,939 0.34% 0.35% 91 +86 0.36% Q3 2026 Oct 26, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 22,360 2,826 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 21,900 2,767 0.04% 0.04% 93 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 21,568 2,659 0.01% 0.01% 94 -147 -0.68% Q3 2026 Oct 22, 2026
CANADA LIFE ASSURANCE Co History No change 20,920 2,643 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
OSSIAM History No change 20,200 2,553 0.03% 0.03% 96 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 19,767 2,498 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 27, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 20,020 2,468 0.01% 0.01% 98 +961 5.04% Q3 2026 Oct 28, 2026
LPL Financial LLC History No change 19,078 2,411 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 16,968 2,144 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 03, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 16,871 2,132 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 06, 2026
Tidal Investments LLC History No change 16,583 2,095 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
Future Fund LLC History No change 16,247 2,053 0.59% 0.59% 103 0 0.0% Q2 2026 Aug 12, 2026
Moran Wealth Management, LLC History Reduced 16,442 2,027 0.06% 0.06% 104 -31 -0.19% Q3 2026 Oct 22, 2026
MetLife Investment Management, LLC History No change 15,471 1,955 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 15,258 1,928 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
One Capital Management, LLC History No change 15,300 1,828 0.05% 0.05% 107 0 0.0% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 13,915 1,758 0.04% 0.04% 108 0 0.0% Q2 2026 Aug 13, 2026
Illinois Municipal Retirement Fund History No change 13,201 1,668 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 13,119 1,658 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
Allianz Asset Management GmbH History No change 12,987 1,641 0.0% 0.0% 111 0 0.0% Q2 2026 Sep 02, 2026
STRS OHIO History Added to 13,200 1,627 0.01% 0.0% 112 +2,800 26.92% Q3 2026 Oct 30, 2026
Pathstone Holdings, LLC History No change 12,532 1,583 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 12,244 1,547 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 12,243 1,547 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 11,811 1,492 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 11,760 1,486 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 11,697 1,478 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 11,685 1,476 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 07, 2026
DC Investments Management, LLC History No change 11,507 1,454 0.5% 0.5% 120 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 11,475 1,450 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 04, 2026
OSAIC HOLDINGS, INC. History No change 11,353 1,434 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 10,995 1,389 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 06, 2026
Louisiana State Employees Retirement System History Reduced 11,200 1,380 0.02% 0.02% 124 -400 -3.45% Q3 2026 Oct 20, 2026
Vanguard Global Advisers, LLC History No change 10,346 1,307 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History Reduced 10,528 1,297 0.01% 0.02% 126 -4,642 -30.6% Q3 2026 Oct 15, 2026
Wakefield Asset Management LLLP History No change 10,231 1,293 0.29% 0.29% 127 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 9,922 1,254 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
PVG ASSET MANAGEMENT CORP History Reduced 9,996 1,232 0.84% 0.74% 129 -151 -1.49% Q3 2026 Oct 19, 2026
FRED ALGER MANAGEMENT, LLC History No change 9,594 1,212 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 9,546 1,206 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 9,406 1,188 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 9,434 1,163 0.0% 0.0% 133 +100 1.07% Q3 2026 Nov 02, 2026
ALLSTATE CORP History No change 8,940 1,129 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History No change 8,564 1,082 0.04% 0.04% 135 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 8,456 1,068 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 06, 2026
Diversified Trust Co History No change 8,332 1,053 0.02% 0.02% 137 0 0.0% Q2 2026 Jul 17, 2026
Ellsworth Advisors, LLC History New 8,502 1,048 0.17% — 138 +8,502 New Q3 2026 Oct 15, 2026
Woodline Partners LP History No change 8,173 1,032 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 8,120 1,026 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,842 991 0.01% 0.01% 141 0 0.0% Q2 2026 Jul 23, 2026
ALGERT GLOBAL LLC History No change 7,648 966 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 7,465 920 0.0% 0.0% 143 +101 1.37% Q3 2026 Nov 03, 2026
FIFTH THIRD BANCORP History No change 6,990 883 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 05, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 6,914 873 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Investments Australia, Ltd. History No change 6,878 869 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 6,756 853 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 6,909 851 0.01% 0.01% 148 -186 -2.62% Q3 2026 Oct 22, 2026
AMALGAMATED BANK History Reduced 6,866 847 0.01% 0.01% 150 -256 -3.59% Q3 2026 Oct 23, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 6,695 847 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 6,132 775 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 5,981 766 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 6,201 764 0.0% 0.0% 153 -84 -1.34% Q3 2026 Nov 03, 2026
Inspire Advisors, LLC History No change 6,031 762 0.05% 0.05% 154 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 5,900 745 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 5,904 727 0.01% 0.01% 156 -148 -2.45% Q3 2026 Oct 29, 2026
Amundi History No change 5,566 703 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 11, 2026
Atom Investors LP History No change 5,314 671 0.06% 0.06% 158 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 5,170 653 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
F/m Investments LLC History No change 5,171 653 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 05, 2026
Atria Investments, Inc History Added to 5,272 649 0.01% 0.0% 161 +2,294 77.03% Q3 2026 Oct 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 5,087 642 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 07, 2026
SG Americas Securities, LLC History No change 4,972 628 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 07, 2026
QUADRANT CAPITAL GROUP LLC History Added to 4,591 612 0.02% 0.02% 164 +35 0.77% Q3 2026 Oct 20, 2026
Keebeck Wealth Management History No change 4,809 607 0.06% 0.06% 165 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History Added to 4,786 590 0.0% 0.0% 166 +147 3.17% Q3 2026 Oct 30, 2026
Vident Advisory, LLC History No change 4,670 590 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 4,645 587 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 4,600 581 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
Essential Investment Partners LLC History Reduced 4,638 571 0.39% 0.51% 170 -392 -7.79% Q3 2026 Oct 27, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 4,327 533 0.06% 0.05% 171 0 0.0% Q3 2026 Oct 16, 2026
Dynamic Technology Lab Private Ltd History No change 4,172 527 0.12% 0.12% 172 0 0.0% Q2 2026 Aug 13, 2026
ALPS ADVISORS INC History Added to 4,220 520 0.0% 0.0% 173 +53 1.27% Q3 2026 Nov 02, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 4,027 508 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 10, 2026
Catalyst Capital Advisors LLC History No change 4,095 504 0.01% 0.01% 175 0 0.0% Q3 2026 Nov 02, 2026
GSA CAPITAL PARTNERS LLP History No change 3,926 496 0.03% 0.03% 176 0 0.0% Q2 2026 Aug 06, 2026
Maryland State Retirement & Pension System History No change 3,874 489 0.01% 0.01% 177 0 0.0% Q2 2026 Jul 30, 2026
Man Group plc History No change 3,839 485 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History Added to 3,897 480 0.0% 0.0% 179 +940 31.79% Q3 2026 Oct 26, 2026
Hamilton Capital Partners Inc. History No change 3,760 475 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 3,622 457 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 05, 2026
COOKSON PEIRCE & CO INC History New 3,675 453 0.02% — 182 +3,675 New Q3 2026 Oct 30, 2026
Pictet Asset Management Holding SA History Reduced 3,664 451 0.0% 0.0% 183 -760 -17.18% Q3 2026 Nov 03, 2026
ProShare Advisors LLC History Reduced 3,641 448 0.0% 0.0% 184 -152 -4.01% Q3 2026 Oct 28, 2026
FORMULA GROWTH LTD History No change 3,500 442 0.16% 0.16% 185 0 0.0% Q2 2026 Aug 17, 2026
TWO SIGMA SECURITIES, LLC History No change 3,490 441 0.04% 0.04% 186 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 3,250 434 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History No change 3,501 431 0.0% 0.0% 188 0 0.0% Q3 2026 Nov 03, 2026
Brevan Howard Capital Management LP History No change 3,346 422 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 3,136 396 0.22% 0.22% 190 0 0.0% Q2 2026 Aug 17, 2026
BANK OF MONTREAL /CAN/ History No change 3,030 382 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History Added to 3,053 376 0.0% 0.0% 192 +337 12.41% Q3 2026 Oct 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 2,838 373 0.0% 0.0% 193 +977 52.5% Q3 2026 Oct 13, 2026
FRANKLIN RESOURCES INC History No change 2,943 371 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 3,003 370 0.0% 0.0% 195 -32 -1.05% Q3 2026 Oct 23, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 2,899 366 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 17, 2026
PRINCIPAL SECURITIES, INC. History No change 2,885 364 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 04, 2026
Mariner, LLC History No change 2,863 361 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 2,909 358 0.03% — 199 +2,909 New Q3 2026 Oct 13, 2026
TD ASSET MANAGEMENT INC History No change 2,810 355 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 04, 2026
ROYAL BANK OF CANADA History No change 2,689 340 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,635 333 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 19, 2026
Arcus Capital Partners, LLC History No change 2,586 326 0.13% 0.13% 203 0 0.0% Q2 2026 Aug 14, 2026
Premier Fund Managers Ltd History No change 2,568 316 0.03% 0.03% 204 0 0.0% Q3 2026 Nov 02, 2026
XPONANCE LLC History Reduced 2,557 315 0.0% 0.0% 205 -81 -3.07% Q3 2026 Nov 03, 2026
Entropy Technologies, LP History No change 2,460 310 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 2,452 309 0.0% 0.0% 207 0 0.0% Q2 2026 Jul 24, 2026
Beacon Pointe Advisors, LLC History No change 2,427 306 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 18, 2026
Ameritas Investment Partners, Inc. History No change 2,413 304 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 13, 2026
AXQ CAPITAL, LP History No change 2,388 301 0.03% 0.03% 210 0 0.0% Q2 2026 Aug 06, 2026
Tuttle Capital Management, LLC History New 2,429 299 0.13% — 213 +2,429 New Q3 2026 Oct 21, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,363 299 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Personalized Indexing Management, LLC History No change 2,372 299 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 11, 2026
KICKSTAND VENTURES, LLC. History No change 2,335 295 0.05% 0.05% 214 0 0.0% Q2 2026 Jul 30, 2026
Abel Hall, LLC History Added to 2,337 288 0.05% 0.05% 215 +23 0.99% Q3 2026 Oct 19, 2026
Blueshift Asset Management, LLC History No change 2,257 285 0.07% 0.07% 216 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 2,308 284 0.0% — 217 +2,308 New Q3 2026 Oct 30, 2026
Fifth Third Wealth Advisors LLC History New 2,289 282 0.01% — 218 +2,289 New Q3 2026 Oct 22, 2026
Neuberger Berman Group LLC History No change 2,157 272 0.0% 0.0% 219 0 0.0% Q2 2026 Oct 27, 2026
FULCRUM WEALTH ADVISORS, LLC History Added to 2,145 264 0.18% 0.21% 220 +7 0.33% Q3 2026 Oct 16, 2026
Janney Montgomery Scott LLC History No change 2,055 260 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 05, 2026
Ensign Peak Advisors, Inc History No change 2,050 259 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 2,015 254 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
Systematic Alpha Investments, LLC History No change 2,000 252 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 13, 2026
Vestcor Inc History No change 1,959 248 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 11, 2026
Robeco Institutional Asset Management B.V. History No change 2,002 246 0.0% 0.0% 226 0 0.0% Q3 2026 Oct 20, 2026
MINDSET WEALTH MANAGEMENT, LLC History Added to 1,994 245 0.04% 0.05% 227 +59 3.05% Q3 2026 Oct 19, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 1,965 242 0.0% 0.0% 228 -44 -2.19% Q3 2026 Oct 23, 2026
GLOBEFLEX CAPITAL L P History No change 1,909 241 0.03% 0.03% 229 0 0.0% Q2 2026 Aug 12, 2026
Significant Wealth Partners LLC History No change 1,825 230 0.25% 0.25% 230 0 0.0% Q2 2026 Jul 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,817 224 0.02% 0.02% 231 0 0.0% Q3 2026 Oct 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 1,800 221 0.0% 0.0% 232 0 0.0% Q3 2026 Oct 28, 2026
Sequoia Financial Advisors, LLC History No change 1,748 220 0.0% 0.0% 233 0 0.0% Q2 2026 Jul 17, 2026
Crossmark Global Holdings, Inc. History Reduced 1,767 217 0.0% 0.0% 234 -10 -0.56% Q3 2026 Oct 21, 2026
MOODY NATIONAL BANK TRUST DIVISION History New 1,756 216 0.02% — 236 +1,756 New Q3 2026 Oct 06, 2026
Outlook Wealth Advisors, LLC History Reduced 1,752 216 0.05% 0.05% 235 -264 -13.1% Q3 2026 Oct 28, 2026
Militia Capital Management LLC History No change 1,675 211 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History New 1,701 210 0.01% — 238 +1,701 New Q3 2026 Oct 22, 2026
Yarbrough Capital, LLC History No change 1,693 208 0.01% 0.01% 239 0 0.0% Q3 2026 Oct 19, 2026
Cyndeo Wealth Partners, LLC History New 1,674 206 0.01% — 240 +1,674 New Q3 2026 Oct 16, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,601 202 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,423 179 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 24, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,386 170 0.0% 0.0% 243 +381 37.91% Q3 2026 Oct 20, 2026
Avanza Fonder AB History No change 1,297 159 0.0% 0.0% 244 0 0.0% Q3 2026 Oct 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 1,151 145 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 06, 2026
New Age Alpha Advisors, LLC History No change 1,081 136 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History Reduced 1,093 135 0.09% 0.09% 247 -76 -6.5% Q3 2026 Oct 30, 2026
Horizon Investments, LLC History No change 1,046 132 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History No change 1,017 125 0.0% 0.0% 249 0 0.0% Q3 2026 Oct 22, 2026
Tower Research Capital LLC (TRC) History No change 970 122 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 973 122 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 06, 2026
Nykredit A/S History No change 922 116 0.0% 0.0% 252 0 0.0% Q2 2026 Sep 08, 2026
Sterling Capital Management LLC History Added to 877 108 0.0% 0.0% 253 +784 843.01% Q3 2026 Oct 22, 2026
Farther Finance Advisors, LLC History Added to 790 97 0.0% 0.0% 255 +436 123.16% Q3 2026 Oct 08, 2026
GAMMA Investing LLC History Added to 787 97 0.0% 0.0% 256 +28 3.69% Q3 2026 Oct 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 774 97 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 655 80 0.01% 0.01% 258 +7 1.08% Q3 2026 Oct 27, 2026
Steward Partners Investment Advisory, LLC History No change 639 80 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History Added to 561 69 0.0% 0.0% 259 +29 5.45% Q3 2026 Oct 23, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 462 56 0.03% 0.03% 260 +46 11.06% Q3 2026 Oct 30, 2026
SIMPLEX TRADING, LLC History No change 407 51 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History Added to 412 50 0.01% 0.0% 262 +404 5050.0% Q3 2026 Oct 14, 2026
Frazier Financial Advisors, LLC History No change 400 50 0.03% 0.03% 263 0 0.0% Q2 2026 Aug 10, 2026
Quantbot Technologies LP History No change 339 42 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 293 37 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 261 32 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 10, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 259 31 0.0% 0.0% 267 0 0.0% Q3 2026 Nov 03, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 214 31 0.0% 0.0% 268 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 237 29 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 231 29 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 217 27 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 12, 2026
Bullock Wealth Management Group History No change 207 26 0.01% 0.01% 272 0 0.0% Q3 2026 Oct 09, 2026
ASSETMARK, INC History Added to 199 24 0.0% 0.0% 273 +174 696.0% Q3 2026 Oct 21, 2026
Salomon & Ludwin, LLC History No change 201 24 0.0% 0.0% 274 0 0.0% Q3 2026 Oct 29, 2026
Kemnay Advisory Services Inc. History No change 187 23 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History Added to 168 20 0.0% 0.0% 278 +1 0.6% Q3 2026 Oct 21, 2026
UMB Bank, n.a. History No change 166 20 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 160 20 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 06, 2026
ATWOOD & PALMER INC History No change 150 18 0.0% 0.0% 279 0 0.0% Q3 2026 Oct 08, 2026
Parallel Advisors, LLC History Added to 122 15 0.0% 0.0% 283 +68 125.93% Q3 2026 Nov 03, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 122 15 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 121 15 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 125 15 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 123 15 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History Reduced 98 12 0.0% 0.0% 287 -580 -85.55% Q3 2026 Oct 16, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 97 12 0.0% 0.0% 285 -5 -4.9% Q3 2026 Oct 22, 2026
Leonteq Securities AG History No change 100 12 0.0% 0.0% 286 0 0.0% Q3 2026 Oct 29, 2026
Versant Capital Management, Inc History No change 103 12 0.0% 0.0% 288 0 0.0% Q3 2026 Oct 01, 2026
Continuum Advisory, LLC History No change 100 12 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 06, 2026
Root Financial Partners, LLC History New 91 11 0.0% — 293 +91 New Q3 2026 Oct 21, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 92 11 0.0% 0.0% 290 0 0.0% Q2 2026 Oct 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 93 11 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 13, 2026
BFC Planning, Inc. History No change 92 11 0.0% 0.0% 292 0 0.0% Q2 2026 Oct 29, 2026
PRIVATE TRUST CO NA History Reduced 86 10 0.0% 0.0% 295 -1 -1.15% Q3 2026 Oct 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 83 10 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 06, 2026
Bayforest Capital Ltd History New 80 9 0.01% — 299 +80 New Q3 2026 Nov 03, 2026
Clearstead Advisors, LLC History No change 79 9 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 76 9 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 14, 2026
Bare Financial Services, Inc History No change 73 9 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History No change 68 8 0.0% 0.0% 300 0 0.0% Q3 2026 Oct 15, 2026
MassMutual Private Wealth & Trust, FSB History Added to 64 7 0.0% 0.0% 301 +2 3.23% Q3 2026 Oct 05, 2026
Federation des caisses Desjardins du Quebec History No change 62 7 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 13, 2026
Accent Capital Management, LLC History No change 54 6 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 12, 2026
Silver Grove Financial Group, Inc. History No change 48 6 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History Added to 45 5 0.0% 0.0% 307 +3 7.14% Q3 2026 Oct 26, 2026
MATHER GROUP, LLC. History No change 45 5 0.0% 0.0% 305 0 0.0% Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History No change 45 5 0.0% 0.0% 306 0 0.0% Q2 2026 Jul 24, 2026
Quarry LP History No change 47 5 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 40 5 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History Added to 33 4 0.0% 0.0% 310 +9 37.5% Q3 2026 Oct 27, 2026
Harvest Fund Management Co., Ltd History No change 32 4 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 19, 2026
LRI Investments, LLC History No change 33 4 0.0% 0.0% 312 0 0.0% Q2 2026 Jul 14, 2026
Physician Wealth Advisors, Inc. History Added to 27 3 0.0% 0.0% 315 +7 35.0% Q3 2026 Oct 20, 2026
JFS WEALTH ADVISORS, LLC History Added to 27 3 0.0% 0.0% 314 +3 12.5% Q3 2026 Nov 03, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 27 3 0.0% 0.0% 313 0 0.0% Q3 2026 Oct 16, 2026
Keating Financial Advisory Services, Inc. History No change 31 3 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 24 2 0.0% 0.0% 317 +9 60.0% Q3 2026 Oct 22, 2026
Bogart Wealth, LLC History No change 20 2 0.0% 0.0% 318 0 0.0% Q2 2026 Jul 24, 2026
Valued Wealth Advisors LLC History No change 16 2 0.0% 0.0% 319 0 0.0% Q2 2026 Jul 20, 2026
Westfuller Advisors, LLC History No change 17 2 0.0% 0.0% 320 0 0.0% Q2 2026 Jul 29, 2026
Creative Capital Management Investments LLC History Added to 13 1 0.0% — 327 +9 225.0% Q3 2026 Oct 27, 2026
Plante Moran Financial Advisors, LLC History No change 11 1 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 06, 2026
Prestige Wealth Management Group LLC History No change 12 1 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 13 1 0.0% 0.0% 323 0 0.0% Q3 2026 Nov 02, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 8 1 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 04, 2026
CVA Family Office, LLC History No change 11 1 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 14 1 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
Kingdom Financial Group LLC. History No change 9 1 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 07, 2026
Ankerstar Wealth, LLC History No change 9 1 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 13, 2026
Godfrey Financial Associates, Inc. History No change 10 1 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 10 1 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -5,529 -100.0% Q3 2026 Oct 16, 2026
Crestwood Advisors Group, LLC History Closed out 0 0 — 0.0% — -2,483 -100.0% Q3 2026 Oct 27, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — 0.01% — -449 -100.0% Q3 2026 Oct 29, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Closed out 0 0 — 0.0% — -71 -100.0% Q3 2026 Oct 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2026 Nov 02, 2026
Ascentis Wealth Management, LLC History New 8 0 — — — +8 New Q3 2026 Nov 03, 2026
VALLEY NATIONAL ADVISERS INC History New 5 0 — — — +5 New Q3 2026 Oct 23, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 16, 2026
UMB Private Wealth Management, LLC History New 3 0 — — — +3 New Q3 2026 Oct 19, 2026
FINANCIAL CONSULATE, INC History New 2 0 — — — +2 New Q3 2026 Oct 23, 2026
Bay Harbor Wealth Management, LLC History Added to 2 0 — — — +1 100.0% Q3 2026 Nov 03, 2026
Hughes Financial Services, LLC History Added to 7 0 — — — +1 16.67% Q3 2026 Oct 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 5 0 — — — -1 -16.67% Q3 2026 Oct 09, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 1 0 — — — +1 New Q3 2026 Oct 15, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 23, 2026
CENTRAL TRUST Co History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
GHP Investment Advisors, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Trust Co History No change 3 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Davis Capital Management History No change 2 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Evolution Advisers, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Abound Wealth Management History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
True Wealth Design, LLC History No change 7 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
DiNuzzo Private Wealth, Inc. History No change 6 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Private Wealth Management Group, LLC History No change 7 0 — — — 0 0.0% Q3 2026 Oct 19, 2026
Rialto Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
WPG Advisers, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
HFM Investment Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Essential Partners LLC History No change 6 0 — — — 0 0.0% Q3 2026 Oct 14, 2026