EPLUS INC - PLUS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 4,060,186 337,929 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
River Road Asset Management, LLC History No change 1,582,148 131,682 1.46% 1.46% 2 0 0.0% Q2 2026 Jul 17, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,368,044 113,857 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,160,310 96,572 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,142,862 95,120 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,066,916 88,799 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
FIRST TRUST ADVISORS LP History No change 920,085 76,578 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 11, 2026
AltraVue Capital, LLC History No change 910,893 75,813 5.47% 5.47% 8 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 791,462 65,873 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 758,251 63,109 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 729,583 60,734 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 659,994 54,931 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
GENEVA CAPITAL MANAGEMENT LLC History No change 595,827 49,590 1.14% 1.14% 13 0 0.0% Q2 2026 Aug 06, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 444,397 36,987 0.24% 0.24% 14 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 395,081 32,882 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
Ophir Asset Management Pty Ltd History No change 382,904 31,869 2.62% 2.62% 16 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 362,480 30,169 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
Bragg Financial Advisors, Inc History No change 311,913 25,960 0.69% 0.69% 18 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 287,417 23,921 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History No change 275,000 22,888 1.57% 1.57% 20 0 0.0% Q2 2026 Aug 13, 2026
LONDON CO OF VIRGINIA History No change 259,518 21,599 0.12% 0.12% 21 0 0.0% Q2 2026 Aug 14, 2026
Boston Partners History No change 246,655 20,641 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 04, 2026
ROYAL BANK OF CANADA History No change 234,774 19,541 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 230,878 19,215 0.0% 0.0% 24 0 0.0% Q2 2026 Sep 23, 2026
Invesco Ltd. History No change 230,270 19,165 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 218,797 18,210 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 06, 2026
Swedbank AB History No change 200,000 16,646 0.01% 0.01% 27 0 0.0% Q2 2026 Jul 15, 2026
Tributary Capital Management, LLC History No change 191,890 15,971 1.31% 1.31% 28 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History No change 187,383 15,595 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 173,775 14,463 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 168,377 14,014 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 163,196 13,582 0.04% 0.04% 32 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 155,145 12,912 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 04, 2026
OBERWEIS ASSET MANAGEMENT INC/ History No change 150,998 12,567 0.26% 0.26% 34 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 130,540 10,864 0.09% 0.09% 35 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 126,385 10,519 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History No change 122,468 10,193 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 117,693 9,795 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 115,647 9,625 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
EULAV Asset Management History No change 111,600 9,288 0.3% 0.3% 40 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 105,901 8,814 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 102,512 8,532 0.01% 0.01% 42 0 0.0% Q2 2026 Jul 29, 2026
TWO SIGMA INVESTMENTS, LP History No change 102,130 8,500 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 101,971 8,487 0.31% 0.31% 44 0 0.0% Q2 2026 Jul 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 89,732 7,468 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 86,936 7,235 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 07, 2026
Legato Capital Management LLC History No change 86,455 7,195 0.6% 0.6% 47 0 0.0% Q2 2026 Aug 06, 2026
RAYMOND JAMES FINANCIAL INC History No change 84,079 6,997 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
NICHOLAS COMPANY, INC. History No change 83,455 6,945 0.13% 0.13% 49 0 0.0% Q2 2026 Aug 05, 2026
Bridge City Capital, LLC History No change 81,014 6,742 1.54% 1.54% 50 0 0.0% Q2 2026 Aug 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 79,991 6,657 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 71,158 5,922 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 70,004 5,826 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Vest Financial, LLC History No change 67,861 5,648 0.06% 0.06% 54 0 0.0% Q2 2026 Jul 24, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 67,500 5,611 0.76% 0.76% 55 0 0.0% Q2 2026 Jul 23, 2026
RHUMBLINE ADVISERS History No change 65,951 5,489 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History No change 65,784 5,417 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 62,315 5,186 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
Blue Door Asset Management, LLC History No change 58,938 4,905 2.31% 2.31% 59 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 58,366 4,857 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 58,305 4,852 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History No change 57,238 4,763 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 52,956 4,407 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 49,727 4,138 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 47,935 3,989 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 44,737 3,723 0.06% 0.06% 66 0 0.0% Q2 2026 Jul 28, 2026
JPMORGAN CHASE & CO History No change 41,414 3,424 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
CHATHAM CAPITAL GROUP, INC. History No change 40,903 3,404 0.43% 0.43% 68 0 0.0% Q2 2026 Jul 10, 2026
Russell Investments Group, Ltd. History No change 35,790 2,978 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History No change 35,095 2,921 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History No change 35,044 2,916 0.22% 0.22% 71 0 0.0% Q2 2026 Jul 21, 2026
Creative Planning History No change 34,173 2,844 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 33,918 2,823 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 31,983 2,661 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 31,222 2,598 0.06% 0.06% 75 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 30,100 2,505 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 24, 2026
ICON ADVISERS INC/CO History No change 30,000 2,496 0.47% 0.47% 77 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 29,009 2,414 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 28,499 2,371 0.0% 0.0% 79 0 0.0% Q2 2026 Jul 30, 2026
Polaris Capital Management, LLC History No change 27,700 2,305 0.22% 0.22% 80 0 0.0% Q2 2026 Jul 27, 2026
ALLIANCEBERNSTEIN L.P. History No change 30,060 2,262 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 26,006 2,164 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 12, 2026
CSM Advisors, LLC History No change 23,424 1,951 0.04% 0.04% 83 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 23,068 1,919 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 21,779 1,810 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 21,055 1,752 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 20,395 1,697 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
Round Rock Advisors LLC History No change 20,197 1,680 0.22% 0.22% 88 0 0.0% Q2 2026 Aug 12, 2026
GSA CAPITAL PARTNERS LLP History No change 20,168 1,679 0.11% 0.11% 89 0 0.0% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 19,853 1,652 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
DENALI ADVISORS LLC History No change 18,900 1,573 0.16% 0.16% 91 0 0.0% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History No change 18,707 1,557 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
ARGENT CAPITAL MANAGEMENT LLC History Reduced 16,553 1,489 0.05% 0.05% 93 -982 -5.6% Q3 2026 Oct 05, 2026
XTX Topco Ltd History No change 17,693 1,472 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 14, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 18,237 1,467 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Pacific Ridge Capital Partners, LLC History No change 17,525 1,458 0.26% 0.26% 96 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 17,169 1,429 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 16,022 1,333 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 03, 2026
MetLife Investment Management, LLC History No change 15,467 1,287 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 15,292 1,272 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 14,571 1,212 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History No change 13,604 1,132 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 13,237 1,101 0.0% 0.0% 103 0 0.0% Q2 2026 Sep 09, 2026
State of New Jersey Common Pension Fund D History No change 13,238 1,101 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 04, 2026
Cresset Asset Management, LLC History No change 13,153 1,094 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 13,141 1,093 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 12,552 1,044 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 12,459 1,036 0.09% 0.09% 108 0 0.0% Q2 2026 Jul 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 12,213 1,016 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 12,071 1,004 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 11,708 974 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 11,500 957 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 21, 2026
Empowered Funds, LLC History No change 10,845 902 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 10,439 868 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 10,363 862 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History No change 10,325 859 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,247 852 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Global Advisers, LLC History No change 9,966 829 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History No change 9,823 816 0.01% 0.01% 119 0 0.0% Q2 2026 Jul 20, 2026
Inspire Investing, LLC History No change 9,761 812 0.03% 0.03% 120 0 0.0% Q2 2026 Aug 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 9,157 762 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 10, 2026
Horizon Investments, LLC History No change 9,040 752 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 9,001 749 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 8,905 741 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 8,623 717 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 07, 2026
State of Tennessee, Department of Treasury History No change 8,589 714 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 8,727 696 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,823 651 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 23, 2026
FRANKLIN RESOURCES INC History No change 7,718 642 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 7,345 611 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History No change 7,282 606 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 7,233 602 0.04% 0.04% 132 0 0.0% Q2 2026 Jul 31, 2026
ALGERT GLOBAL LLC History No change 7,062 587 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History No change 7,034 585 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 6,989 581 0.01% 0.01% 135 0 0.0% Q2 2026 Jul 16, 2026
Handelsbanken Fonder AB History No change 6,944 578 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 10, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 6,918 575 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 14, 2026
Watershed Asset Management, L.L.C. History No change 6,699 557 0.5% 0.5% 138 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 6,635 553 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,651 553 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 11, 2026
ALPS ADVISORS INC History No change 6,625 551 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 29, 2026
LSV ASSET MANAGEMENT History No change 6,600 549 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 06, 2026
FIRST NATIONAL BANK OF OMAHA History No change 6,416 534 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 6,418 534 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Investments Australia, Ltd. History No change 6,393 532 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 6,200 516 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 6,005 499 0.01% 0.01% 147 0 0.0% Q2 2026 Jul 28, 2026
KLP KAPITALFORVALTNING AS History No change 5,700 474 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
Advisory Advocates, LLC History No change 5,694 473 0.41% 0.41% 149 0 0.0% Q2 2026 Aug 10, 2026
Freestone Grove Partners LP History No change 5,431 452 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 5,349 445 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 5,274 438 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 06, 2026
Storgate, LLC History No change 5,240 436 0.09% 0.09% 153 0 0.0% Q2 2026 Aug 12, 2026
AVIVA PLC History No change 5,199 432 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 5,115 425 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 5,100 424 0.04% 0.04% 156 0 0.0% Q2 2026 Jul 31, 2026
InTrack Investment Management Inc History No change 4,850 403 0.2% 0.2% 157 0 0.0% Q2 2026 Jul 17, 2026
Cambridge Investment Research Advisors, Inc. History No change 4,815 401 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 27, 2026
CITADEL ADVISORS LLC History No change 4,800 399 0.0% 0.0% 159 0 0.0% Q2 2026 Sep 02, 2026
Cerity Partners LLC History No change 4,766 396 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 4,684 389 0.04% 0.04% 161 0 0.0% Q2 2026 Jul 24, 2026
Pictet Asset Management Holding SA History No change 4,659 387 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 30, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,418 367 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 11, 2026
PDT Partners, LLC History No change 4,300 357 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 4,261 354 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 11, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 4,255 354 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 4,227 351 0.19% 0.19% 167 0 0.0% Q2 2026 Aug 17, 2026
VISTA FINANCE, LLC History No change 4,144 344 0.19% 0.19% 168 0 0.0% Q2 2026 Jul 16, 2026
SG Americas Securities, LLC History No change 4,024 335 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 07, 2026
Aquatic Capital Management LLC History No change 4,028 335 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 4,000 332 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Destination Wealth Management History No change 4,000 332 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 3,930 327 0.0% 0.0% 173 0 0.0% Q2 2026 Sep 23, 2026
SUMMITRY LLC History No change 3,838 319 0.01% 0.01% 174 0 0.0% Q2 2026 Jul 21, 2026
CIBC Bancorp USA Inc. History No change 3,843 319 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History No change 3,777 314 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 11, 2026
Maryland State Retirement & Pension System History No change 3,782 314 0.01% 0.01% 177 0 0.0% Q2 2026 Jul 30, 2026
MAI Capital Management History No change 3,679 306 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
FIRST CITIZENS BANK & TRUST CO History No change 3,597 299 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 13, 2026
HANCOCK WHITNEY CORP History No change 3,557 296 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 3,548 295 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 3,434 286 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 05, 2026
Neuberger Berman Group LLC History No change 3,221 268 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 3,136 261 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 3,095 257 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 19, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 3,059 254 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 25, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 2,994 249 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 3,000 249 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 14, 2026
SIT INVESTMENT ASSOCIATES INC History No change 2,900 241 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
Axxion S.A. History No change 2,865 238 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 2,787 231 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 2,741 228 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 12, 2026
Weiss Asset Management LP History No change 2,729 227 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 14, 2026
Strive Financial Group ,LLC History No change 2,737 227 0.1% 0.1% 194 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Technology Lab Private Ltd History No change 2,710 226 0.05% 0.05% 195 0 0.0% Q2 2026 Aug 13, 2026
NICOLET BANKSHARES INC History No change 2,650 220 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 11, 2026
Inspire Advisors, LLC History No change 2,652 220 0.02% 0.02% 197 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 2,637 219 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,445 219 0.0% 0.0% 199 0 0.0% Q2 2026 Jul 15, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,610 217 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History No change 2,607 216 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 10, 2026
State of Wyoming History No change 2,572 214 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 06, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 2,508 208 0.04% 0.04% 203 0 0.0% Q2 2026 Jul 09, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 2,487 206 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 12, 2026
Revolve Wealth Partners, LLC History No change 2,477 206 0.02% 0.02% 205 0 0.0% Q2 2026 Jul 09, 2026
Ameritas Investment Partners, Inc. History No change 2,407 200 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,403 200 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 2,405 200 0.0% 0.0% 208 0 0.0% Q2 2026 Jul 27, 2026
Tower Research Capital LLC (TRC) History No change 2,380 198 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 2,044 170 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
Nykredit A/S History No change 1,936 161 0.0% 0.0% 211 0 0.0% Q2 2026 Sep 08, 2026
Vestcor Inc History No change 1,886 157 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 1,803 150 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 06, 2026
Quent Capital, LLC History No change 1,568 130 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 07, 2026
Gen-Wealth Partners Inc History No change 1,484 123 0.03% 0.03% 215 0 0.0% Q2 2026 Aug 10, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,450 120 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 10, 2026
Ensign Peak Advisors, Inc History No change 1,354 112 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 983 81 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 07, 2026
KBC Group NV History No change 924 77 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History No change 876 72 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 783 65 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 781 65 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 788 65 0.0% 0.0% 223 0 0.0% Q2 2026 Jul 07, 2026
Versant Capital Management, Inc History Added to 687 61 0.01% 0.01% 224 +5 0.73% Q3 2026 Oct 01, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 608 50 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 17, 2026
Parkside Financial Bank & Trust History No change 507 42 0.0% 0.0% 226 0 0.0% Q2 2026 Sep 04, 2026
Strengthening Families & Communities, LLC History No change 455 37 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 11, 2026
BNP Paribas Asset Management Holding S.A. History No change 387 32 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 305 25 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 249 20 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 250 20 0.0% 0.0% 231 0 0.0% Q2 2026 Jul 20, 2026
Optiver Holding B.V. History No change 228 18 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 12, 2026
SouthState Bank Corp History No change 206 17 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE TRUST CO NA History No change 205 17 0.0% 0.0% 234 0 0.0% Q2 2026 Jul 28, 2026
Cassaday & Co Wealth Management LLC History No change 200 16 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 10, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 172 14 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 07, 2026
Kemnay Advisory Services Inc. History No change 178 14 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 153 12 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 132 10 0.0% 0.0% 239 0 0.0% Q2 2026 Jul 24, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 107 9 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 111 9 0.0% 0.0% 241 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History No change 112 9 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 17, 2026
SIGNATUREFD, LLC History No change 88 7 0.0% 0.0% 243 0 0.0% Q2 2026 Jul 23, 2026
MCF Advisors LLC History No change 88 7 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 98 7 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Management Group, LLC History No change 94 7 0.0% 0.0% 246 0 0.0% Q2 2026 Jul 27, 2026
Essential Partners LLC History No change 87 7 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 79 6 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 05, 2026
Quarry LP History No change 75 6 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 67 5 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 11, 2026
Bare Financial Services, Inc History No change 68 5 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 51 4 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 06, 2026
MassMutual Private Wealth & Trust, FSB History No change 49 4 0.0% 0.0% 253 0 0.0% Q3 2026 Oct 05, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 58 4 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 60 4 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 20, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 39 3 0.0% 0.0% 260 +8 25.81% Q3 2026 Oct 07, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 38 3 0.0% 0.0% 256 0 0.0% Q2 2026 Jul 27, 2026
J.Safra Asset Management Corp History No change 38 3 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 06, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 45 3 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 42 3 0.0% 0.0% 259 0 0.0% Q2 2026 Jul 06, 2026
Bell Investment Advisors, Inc History No change 28 2 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 06, 2026
Valued Wealth Advisors LLC History No change 30 2 0.0% 0.0% 262 0 0.0% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History No change 26 2 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 11, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 30 2 0.0% 0.0% 264 0 0.0% Q2 2026 Jul 09, 2026
Clearstead Advisors, LLC History No change 22 1 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 16 1 0.0% 0.0% 266 0 0.0% Q2 2026 Jul 20, 2026
CVA Family Office, LLC History No change 13 1 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 07, 2026
Covestor Ltd History No change 17 1 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 07, 2026
Torren Management, LLC History No change 17 1 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 16 1 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 10 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Plante Moran Financial Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Leonteq Securities AG History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Davis Capital Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Continuum Advisory, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SBI Securities Co., Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Evolution Advisers, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Abound Wealth Management History No change 2 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Fortitude Family Office, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Creative Capital Management Investments LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
True Wealth Design, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Bruce G. Allen Investments, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
LRI Investments, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Ankerstar Wealth, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
HFM Investment Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026