Palomar Holdings, Inc. - PLMR
Detailed investor-level table based on 13F positions.
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.
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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 | Added to | 669,276 | 82,514 | 0.01% | 0.02% | 11 | +6,382 | 0.96% | Q3 2026 | Nov 04, 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 |
| MORGAN STANLEY | History | No change | 204,213 | 25,810 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 207,722 | 25,610 | 3.3% | 3.26% | 26 | -8,547 | -3.95% | Q3 2026 | Nov 04, 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 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 16,871 | 2,132 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tidal Investments LLC | History | No change | 16,583 | 2,095 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Future Fund LLC | History | No change | 16,247 | 2,053 | 0.59% | 0.59% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 16,442 | 2,027 | 0.06% | 0.06% | 103 | -31 | -0.19% | Q3 2026 | Oct 22, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,471 | 1,955 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,258 | 1,928 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 15,300 | 1,828 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 13,915 | 1,758 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 13,201 | 1,668 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 13,119 | 1,658 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 12,987 | 1,641 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STRS OHIO | History | Added to | 13,200 | 1,627 | 0.01% | 0.0% | 111 | +2,800 | 26.92% | Q3 2026 | Oct 30, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,532 | 1,583 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 12,244 | 1,547 | 0.01% | 0.01% | 113 | 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% | 114 | 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% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 11,760 | 1,486 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11,697 | 1,478 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,685 | 1,476 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DC Investments Management, LLC | History | No change | 11,507 | 1,454 | 0.5% | 0.5% | 119 | 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% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,353 | 1,434 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 10,995 | 1,389 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 11,200 | 1,380 | 0.02% | 0.02% | 123 | -400 | -3.45% | Q3 2026 | Oct 20, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,346 | 1,307 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,528 | 1,297 | 0.01% | 0.02% | 125 | -4,642 | -30.6% | Q3 2026 | Oct 15, 2026 |
| Wakefield Asset Management LLLP | History | No change | 10,231 | 1,293 | 0.29% | 0.29% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,922 | 1,254 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 10,123 | 1,248 | 0.0% | 0.0% | 128 | -6,845 | -40.34% | Q3 2026 | Nov 04, 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 |
| Jackson Creek Investment Advisors LLC | History | New | 3,757 | 463 | 0.16% | — | 181 | +3,757 | New | Q3 2026 | Nov 04, 2026 |
| HighTower Advisors, LLC | History | No change | 3,622 | 457 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 3,675 | 453 | 0.02% | — | 183 | +3,675 | New | Q3 2026 | Oct 30, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 3,664 | 451 | 0.0% | 0.0% | 184 | -760 | -17.18% | Q3 2026 | Nov 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,641 | 448 | 0.0% | 0.0% | 185 | -152 | -4.01% | Q3 2026 | Oct 28, 2026 |
| FORMULA GROWTH LTD | History | No change | 3,500 | 442 | 0.16% | 0.16% | 186 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,490 | 441 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 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 |
| Allspring Global Investments Holdings, LLC | History | Added to | 3,410 | 429 | 0.0% | 0.0% | 189 | +160 | 4.92% | Q3 2026 | Nov 04, 2026 |
| Brevan Howard Capital Management LP | History | No change | 3,346 | 422 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 3,136 | 396 | 0.22% | 0.22% | 191 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,030 | 382 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 3,053 | 376 | 0.0% | 0.0% | 193 | +337 | 12.41% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,838 | 373 | 0.0% | 0.0% | 194 | +977 | 52.5% | Q3 2026 | Oct 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,943 | 371 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 3,003 | 370 | 0.0% | 0.0% | 196 | -32 | -1.05% | Q3 2026 | Oct 23, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 2,899 | 366 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,885 | 364 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 2,863 | 361 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 2,909 | 358 | 0.03% | — | 200 | +2,909 | New | Q3 2026 | Oct 13, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 2,810 | 355 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,689 | 340 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,635 | 333 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Arcus Capital Partners, LLC | History | No change | 2,586 | 326 | 0.13% | 0.13% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Premier Fund Managers Ltd | History | No change | 2,568 | 316 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| XPONANCE LLC | History | Reduced | 2,557 | 315 | 0.0% | 0.0% | 206 | -81 | -3.07% | Q3 2026 | Nov 03, 2026 |
| Entropy Technologies, LP | History | No change | 2,460 | 310 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,452 | 309 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,427 | 306 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,413 | 304 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | No change | 2,388 | 301 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tuttle Capital Management, LLC | History | New | 2,429 | 299 | 0.13% | — | 214 | +2,429 | New | Q3 2026 | Oct 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,363 | 299 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,372 | 299 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 2,335 | 295 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Abel Hall, LLC | History | Added to | 2,337 | 288 | 0.05% | 0.05% | 216 | +23 | 0.99% | Q3 2026 | Oct 19, 2026 |
| Blueshift Asset Management, LLC | History | No change | 2,257 | 285 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 2,308 | 284 | 0.0% | — | 218 | +2,308 | New | Q3 2026 | Oct 30, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 2,289 | 282 | 0.01% | — | 219 | +2,289 | New | Q3 2026 | Oct 22, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,157 | 272 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Added to | 2,145 | 264 | 0.18% | 0.21% | 221 | +7 | 0.33% | Q3 2026 | Oct 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,055 | 260 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,050 | 259 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 2,015 | 254 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 2,000 | 252 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 1,959 | 248 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 2,002 | 246 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 1,994 | 245 | 0.04% | 0.05% | 228 | +59 | 3.05% | Q3 2026 | Oct 19, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,965 | 242 | 0.0% | 0.0% | 229 | -44 | -2.19% | Q3 2026 | Oct 23, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 1,909 | 241 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Significant Wealth Partners LLC | History | No change | 1,825 | 230 | 0.25% | 0.25% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,817 | 224 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 1,800 | 221 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,748 | 220 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 1,767 | 217 | 0.0% | 0.0% | 235 | -10 | -0.56% | Q3 2026 | Oct 21, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 1,756 | 216 | 0.02% | — | 237 | +1,756 | New | Q3 2026 | Oct 06, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 1,752 | 216 | 0.05% | 0.05% | 236 | -264 | -13.1% | Q3 2026 | Oct 28, 2026 |
| Militia Capital Management LLC | History | No change | 1,675 | 211 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | New | 1,701 | 210 | 0.01% | — | 239 | +1,701 | New | Q3 2026 | Oct 22, 2026 |
| Yarbrough Capital, LLC | History | No change | 1,693 | 208 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 1,674 | 206 | 0.01% | — | 241 | +1,674 | New | Q3 2026 | Oct 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,601 | 202 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,423 | 179 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,386 | 170 | 0.0% | 0.0% | 244 | +381 | 37.91% | Q3 2026 | Oct 20, 2026 |
| Avanza Fonder AB | History | No change | 1,297 | 159 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,151 | 145 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 1,081 | 136 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Reduced | 1,093 | 135 | 0.09% | 0.09% | 248 | -76 | -6.5% | Q3 2026 | Oct 30, 2026 |
| Horizon Investments, LLC | History | No change | 1,046 | 132 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 1,017 | 125 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 970 | 122 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 973 | 122 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nykredit A/S | History | No change | 922 | 116 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 877 | 108 | 0.0% | 0.0% | 254 | +784 | 843.01% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 790 | 97 | 0.0% | 0.0% | 256 | +436 | 123.16% | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | Added to | 787 | 97 | 0.0% | 0.0% | 257 | +28 | 3.69% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 774 | 97 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 655 | 80 | 0.01% | 0.01% | 259 | +7 | 1.08% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 639 | 80 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 561 | 69 | 0.0% | 0.0% | 260 | +29 | 5.45% | Q3 2026 | Oct 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 462 | 56 | 0.03% | 0.03% | 261 | +46 | 11.06% | Q3 2026 | Oct 30, 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 |
| SIMPLEX TRADING, LLC | History | Reduced | 392 | 48 | 0.0% | 0.0% | 264 | -15 | -3.69% | Q3 2026 | Nov 04, 2026 |
| Quantbot Technologies LP | History | No change | 339 | 42 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 293 | 37 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 261 | 32 | 0.0% | 0.0% | 267 | 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% | 268 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 214 | 31 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 237 | 29 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 231 | 29 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 217 | 27 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bullock Wealth Management Group | History | No change | 207 | 26 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| ASSETMARK, INC | History | Added to | 199 | 24 | 0.0% | 0.0% | 274 | +174 | 696.0% | Q3 2026 | Oct 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 201 | 24 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 187 | 23 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 168 | 20 | 0.0% | 0.0% | 279 | +1 | 0.6% | Q3 2026 | Oct 21, 2026 |
| UMB Bank, n.a. | History | No change | 166 | 20 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 160 | 20 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATWOOD & PALMER INC | History | No change | 150 | 18 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 122 | 15 | 0.0% | 0.0% | 284 | +68 | 125.93% | Q3 2026 | Nov 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 122 | 15 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 121 | 15 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 125 | 15 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 123 | 15 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 119 | 14 | 0.0% | 0.0% | 286 | +46 | 63.01% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 98 | 12 | 0.0% | 0.0% | 289 | -580 | -85.55% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 101 | 12 | 0.0% | 0.0% | 290 | +56 | 124.44% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 97 | 12 | 0.0% | 0.0% | 287 | -5 | -4.9% | Q3 2026 | Oct 22, 2026 |
| Leonteq Securities AG | History | No change | 100 | 12 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Versant Capital Management, Inc | History | No change | 103 | 12 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Continuum Advisory, LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | New | 91 | 11 | 0.0% | — | 296 | +91 | New | Q3 2026 | Oct 21, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 92 | 11 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 93 | 11 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 92 | 11 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 86 | 10 | 0.0% | 0.0% | 298 | -1 | -1.15% | Q3 2026 | Oct 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 83 | 10 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bayforest Capital Ltd | History | New | 80 | 9 | 0.01% | — | 301 | +80 | New | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 79 | 9 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |