PINNACLE WEST CAPITAL CORP - PNW

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
Capital Research Global Investors History No change 16,494,147 1,764,873 0.25% 0.25% 1 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 11,782,896 1,260,769 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 7,897,426 845,024 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 7,016,843 750,802 0.02% 0.02% 4 0 0.0% Q2 2026 Sep 22, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 6,575,681 703,597 2.13% 2.13% 5 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 5,986,758 640,583 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
ATLAS Infrastructure Partners (UK) Ltd. History No change 5,332,226 570,548 17.3% 17.3% 7 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 4,173,460 446,560 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
Soroban Capital Partners LP History No change 3,874,977 414,622 0.87% 0.87% 9 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,223,551 344,314 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 2,853,685 305,344 0.1% 0.1% 11 0 0.0% Q2 2026 Aug 03, 2026
TWO SIGMA INVESTMENTS, LP History No change 2,517,347 269,356 0.2% 0.2% 12 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,914,042 204,802 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 1,760,271 188,348 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,602,618 171,480 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,456,941 155,892 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,444,702 154,583 0.07% 0.07% 17 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History No change 1,410,457 150,918 0.14% 0.14% 18 0 0.0% Q2 2026 Jul 30, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,372,876 146,903 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 1,343,084 143,709 0.03% 0.03% 20 0 0.0% Q2 2026 Aug 11, 2026
NORGES BANK History No change 1,304,909 139,625 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,178,373 126,085 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,158,402 123,948 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 1,097,929 117,478 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 1,087,534 116,366 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 1,020,983 109,245 0.15% 0.15% 26 0 0.0% Q2 2026 Aug 14, 2026
BROOKFIELD Corp /ON/ History No change 961,821 102,914 0.13% 0.13% 27 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 957,114 102,411 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 925,868 99,067 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 922,934 98,753 0.06% 0.06% 30 0 0.0% Q2 2026 Aug 11, 2026
REAVES W H & CO INC History No change 913,786 97,775 1.48% 1.48% 31 0 0.0% Q2 2026 Jul 30, 2026
Empower Advisory Group, LLC History No change 901,686 96,480 0.23% 0.23% 32 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 881,636 94,335 0.1% 0.1% 33 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 766,289 81,992 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
CINCINNATI FINANCIAL CORP History No change 729,460 78,052 1.49% 1.49% 35 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History No change 680,544 72,818 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 646,418 69,166 0.12% 0.12% 37 0 0.0% Q2 2026 Aug 14, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 624,930 66,867 0.63% 0.63% 38 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 624,833 66,857 0.08% 0.08% 39 0 0.0% Q2 2026 Aug 13, 2026
Perpetual Ltd History No change 608,698 65,130 0.93% 0.93% 40 0 0.0% Q2 2026 Jul 15, 2026
HSBC HOLDINGS PLC History No change 606,558 64,952 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 14, 2026
Epoch Investment Partners, Inc. History No change 588,370 62,955 0.36% 0.36% 42 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 576,481 61,683 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 489,128 52,336 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 07, 2026
Gotham Asset Management, LLC History No change 474,615 50,783 0.12% 0.12% 45 0 0.0% Q2 2026 Aug 14, 2026
Newport Trust Company, LLC History No change 451,802 48,342 0.12% 0.12% 46 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 439,357 47,011 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 435,000 46,545 0.06% 0.06% 48 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 432,833 46,308 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 382,201 41,833 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
Point72 Asset Management, L.P. History No change 365,338 39,091 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 360,325 38,555 0.1% 0.1% 52 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 360,291 38,551 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 342,498 36,647 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 13, 2026
GABELLI FUNDS LLC History No change 341,700 36,561 0.23% 0.23% 55 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 333,402 35,674 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 316,993 33,918 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 312,831 33,472 0.0% 0.0% 58 0 0.0% Q2 2026 Sep 02, 2026
CINCINNATI INSURANCE CO History No change 296,838 31,761 0.46% 0.46% 59 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 291,694 31,211 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 13, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 270,963 28,993 1.21% 1.21% 61 0 0.0% Q2 2026 Jul 27, 2026
HITE Hedge Asset Management LLC History No change 249,955 26,745 1.46% 1.46% 62 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 249,344 26,679 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 248,651 26,605 0.02% 0.02% 64 0 0.0% Q2 2026 Sep 09, 2026
CITIGROUP INC History No change 244,182 26,127 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 03, 2026
Swiss National Bank History No change 242,900 25,990 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 11, 2026
TORONTO DOMINION BANK History No change 242,333 25,929 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 228,443 24,443 0.04% 0.04% 68 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 223,748 23,941 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 222,783 23,837 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History No change 218,930 23,425 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 03, 2026
Amundi History No change 218,811 23,412 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 11, 2026
Zimmer Partners, LP History No change 217,555 23,278 0.54% 0.54% 73 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 216,426 23,157 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 216,403 23,155 0.11% 0.11% 75 0 0.0% Q2 2026 Aug 03, 2026
Arbejdsmarkedets Tillaegspension History No change 214,200 22,919 0.5% 0.5% 76 0 0.0% Q2 2026 Jul 17, 2026
Creative Planning History No change 207,789 22,233 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 205,782 22,018 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 201,227 21,531 0.01% 0.01% 79 0 0.0% Q2 2026 Sep 23, 2026
Susquehanna Portfolio Strategies, LLC History No change 195,925 20,963 0.33% 0.33% 80 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 195,495 20,917 0.24% 0.24% 81 0 0.0% Q2 2026 Aug 04, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 192,809 20,630 0.1% 0.1% 82 0 0.0% Q2 2026 Jul 17, 2026
ROYAL BANK OF CANADA History No change 182,495 19,526 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History No change 182,222 19,497 0.02% 0.02% 84 0 0.0% Q2 2026 Jul 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 181,617 19,434 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 175,710 18,800 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
MIZUHO MARKETS AMERICAS LLC History No change 172,900 18,500 0.29% 0.29% 87 0 0.0% Q2 2026 Jul 24, 2026
STIFEL FINANCIAL CORP History No change 172,049 18,408 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 12, 2026
Bridgewater Associates, LP History No change 169,107 18,094 0.07% 0.07% 89 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 167,754 17,949 0.08% 0.08% 90 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 163,033 17,448 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 162,840 17,423 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 154,985 16,583 0.03% 0.03% 93 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 154,515 16,533 0.06% 0.06% 94 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 150,690 16,123 0.07% 0.07% 95 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 149,733 16,021 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 139,992 14,979 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 24, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 134,896 14,433 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 04, 2026
Harvest Portfolios Group Inc. History No change 131,382 14,057 0.2% 0.2% 99 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 128,921 13,794 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 127,999 13,695 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Magellan Asset Management Ltd History No change 127,654 13,658 0.31% 0.31% 102 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 134,678 13,568 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 124,510 13,323 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 06, 2026
SKBA CAPITAL MANAGEMENT LLC History No change 120,930 12,939 2.14% 2.14% 105 0 0.0% Q2 2026 Aug 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 111,825 11,965 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 13, 2026
Ceredex Value Advisors LLC History No change 110,975 11,874 0.33% 0.33% 107 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 106,763 11,423 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 106,515 11,397 0.02% 0.02% 109 0 0.0% Q2 2026 Jul 23, 2026
Resolution Capital Ltd History No change 104,931 11,227 0.21% 0.21% 110 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 98,750 10,566 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 13, 2026
Lighthouse Investment Partners, LLC History No change 95,886 10,259 0.28% 0.28% 112 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 95,750 10,245 0.04% 0.04% 113 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 94,049 10,063 0.03% 0.03% 114 0 0.0% Q2 2026 Aug 13, 2026
Channing Capital Management, LLC History No change 93,057 9,957 0.23% 0.23% 115 0 0.0% Q2 2026 Jul 29, 2026
LPL Financial LLC History No change 91,536 9,794 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 07, 2026
Edgestream Partners, L.P. History No change 88,351 9,453 0.28% 0.28% 117 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History No change 86,992 9,247 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 13, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History No change 85,349 9,132 0.07% 0.07% 119 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 85,002 9,095 0.11% 0.11% 120 0 0.0% Q2 2026 Aug 13, 2026
American Assets Investment Management, LLC History No change 83,000 8,881 0.54% 0.54% 121 0 0.0% Q2 2026 Aug 05, 2026
MACQUARIE GROUP LTD History No change 82,903 8,865 0.04% 0.04% 122 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 82,476 8,824 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 27, 2026
TD ASSET MANAGEMENT INC History No change 82,006 8,774 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History No change 79,919 8,551 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 05, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 78,920 8,444 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 77,808 8,333 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 14, 2026
Ilex Capital Partners (UK) LLP History No change 74,669 7,989 0.16% 0.16% 128 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 74,518 7,973 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 07, 2026
Aventail Capital Group, LP History No change 71,931 7,696 0.44% 0.44% 130 0 0.0% Q2 2026 Aug 14, 2026
DnB Asset Management AS History No change 71,894 7,692 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 69,574 7,456 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 69,505 7,437 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 10, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 68,244 7,302 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 67,489 7,221 0.05% 0.05% 135 0 0.0% Q2 2026 Aug 12, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History No change 66,090 7,071 0.14% 0.14% 136 0 0.0% Q2 2026 Aug 14, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 65,932 7,054 0.26% 0.26% 137 0 0.0% Q2 2026 Jul 08, 2026
Ruffer LLP History No change 65,180 6,966 0.25% 0.25% 138 0 0.0% Q2 2026 Jul 30, 2026
Graham Capital Management, L.P. History No change 63,569 6,801 0.12% 0.12% 139 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 62,775 6,716 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 12, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 61,086 6,536 1.62% 1.62% 141 0 0.0% Q2 2026 Jul 10, 2026
SG Americas Securities, LLC History No change 60,633 6,488 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 07, 2026
Chevy Chase Trust Holdings, LLC History No change 58,614 6,271 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 57,470 6,149 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 05, 2026
Federation des caisses Desjardins du Quebec History No change 57,208 6,122 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 55,593 5,948 0.04% 0.04% 146 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 54,939 5,879 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 54,762 5,859 0.08% 0.08% 148 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 54,420 5,822 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 54,214 5,800 0.04% 0.04% 150 0 0.0% Q2 2026 Jul 23, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 52,613 5,629 0.01% 0.01% 151 0 0.0% Q2 2026 Jul 29, 2026
FIL Ltd History No change 52,164 5,581 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 51,611 5,522 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Baker Ellis Asset Management LLC History No change 50,144 5,365 0.56% 0.56% 154 0 0.0% Q2 2026 Jul 23, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 49,526 5,299 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 11, 2026
NATIONAL BANK OF CANADA /FI/ History No change 48,564 5,196 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 48,533 5,194 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 12, 2026
CWA Asset Management Group, LLC History No change 48,259 5,163 0.16% 0.16% 158 0 0.0% Q2 2026 Jul 14, 2026
Cetera Investment Advisers History No change 47,702 5,104 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 46,827 5,010 0.01% 0.01% 160 0 0.0% Q2 2026 Jul 29, 2026
LAZARD ASSET MANAGEMENT LLC History No change 45,837 4,904 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 44,037 4,711 0.03% 0.03% 162 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 39,511 4,227 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 10, 2026
Hudson Bay Capital Management LP History No change 37,960 4,061 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 37,495 4,011 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 17, 2026
Quantbot Technologies LP History No change 36,631 3,919 0.15% 0.15% 166 0 0.0% Q2 2026 Aug 12, 2026
BFSG, LLC History No change 36,571 3,913 0.35% 0.35% 167 0 0.0% Q2 2026 Jul 20, 2026
State of New Jersey Common Pension Fund D History No change 36,507 3,906 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 04, 2026
Baird Financial Group, Inc. History No change 36,319 3,886 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 12, 2026
Tidal Investments LLC History No change 35,637 3,813 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 36,816 3,770 0.01% 0.01% 171 0 0.0% Q2 2026 Jul 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 34,628 3,705 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 13, 2026
Czech National Bank History No change 34,494 3,690 0.02% 0.02% 173 0 0.0% Q2 2026 Jul 08, 2026
CANADA LIFE ASSURANCE Co History No change 34,344 3,672 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History No change 33,395 3,573 0.02% 0.02% 175 0 0.0% Q2 2026 Aug 07, 2026
Defiance ETFs, LLC History No change 33,246 3,534 0.05% 0.05% 176 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History No change 32,779 3,507 0.1% 0.1% 177 0 0.0% Q2 2026 Jul 08, 2026
ProShare Advisors LLC History No change 32,688 3,497 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 32,552 3,483 0.17% 0.17% 179 0 0.0% Q2 2026 Jul 23, 2026
CAMBIAR INVESTORS LLC History No change 32,528 3,480 0.15% 0.15% 180 0 0.0% Q2 2026 Jul 31, 2026
CIBC Bancorp USA Inc. History No change 32,435 3,440 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 31,581 3,379 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 19, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 30,761 3,291 0.01% 0.01% 183 0 0.0% Q2 2026 Jul 30, 2026
Ethic Inc. History No change 29,395 3,145 0.04% 0.04% 184 0 0.0% Q2 2026 Jul 29, 2026
TUDOR INVESTMENT CORP ET AL History No change 29,320 3,137 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
ROMANO BROTHERS AND COMPANY History No change 29,225 3,127 0.31% 0.31% 186 0 0.0% Q2 2026 Jul 21, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 29,086 3,112 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 06, 2026
FORTEM FINANCIAL GROUP, LLC History No change 28,593 3,059 0.62% 0.62% 188 0 0.0% Q2 2026 Jul 20, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 28,521 3,051 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 28,409 3,039 0.06% 0.06% 190 0 0.0% Q2 2026 Aug 04, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 28,227 3,020 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 12, 2026
Riverwater Partners LLC History No change 28,099 3,006 0.89% 0.89% 192 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 27,720 2,966 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 13, 2026
New Age Alpha Advisors, LLC History No change 26,940 2,882 0.12% 0.12% 194 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 26,806 2,868 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 22, 2026
CIBC Asset Management Inc History No change 26,587 2,844 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 03, 2026
State of Alaska, Department of Revenue History No change 26,404 2,824 0.03% 0.03% 197 0 0.0% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 26,378 2,822 0.11% 0.11% 198 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 26,106 2,793 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 26,106 2,793 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History No change 25,459 2,724 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 28, 2026
Orion Porfolio Solutions, LLC History No change 25,260 2,702 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 25,246 2,697 0.19% 0.19% 203 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 24,700 2,642 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 14, 2026
Azimuth Capital Investment Management LLC History No change 24,200 2,589 0.09% 0.09% 205 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 24,094 2,578 0.03% 0.03% 206 0 0.0% Q2 2026 Jul 16, 2026
Parcion Private Wealth LLC History No change 24,076 2,576 0.14% 0.14% 207 0 0.0% Q2 2026 Jul 27, 2026
Walleye Capital LLC History No change 24,032 2,571 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 03, 2026
State of Tennessee, Department of Treasury History No change 23,821 2,548 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 23,807 2,548 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 14, 2026
BURNEY CO/ History No change 23,036 2,464 0.07% 0.07% 211 0 0.0% Q2 2026 Jul 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 22,885 2,448 0.13% 0.13% 212 0 0.0% Q2 2026 Aug 13, 2026
SFE Investment Counsel History No change 22,585 2,416 0.33% 0.33% 213 0 0.0% Q2 2026 Aug 05, 2026
AMALGAMATED BANK History No change 21,299 2,279 0.02% 0.02% 214 0 0.0% Q2 2026 Jul 23, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 20,912 2,237 0.15% 0.15% 215 0 0.0% Q2 2026 Aug 11, 2026
Atom Investors LP History No change 20,759 2,221 0.2% 0.2% 216 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 20,436 2,186 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 19,939 2,133 0.04% 0.04% 218 0 0.0% Q2 2026 Jul 13, 2026
Woodline Partners LP History No change 19,533 2,090 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 18,681 1,998 0.04% 0.04% 220 0 0.0% Q2 2026 Jul 09, 2026
NEOS Investment Management LLC History No change 18,501 1,979 0.01% 0.01% 221 0 0.0% Q2 2026 Aug 11, 2026
Utah Retirement Systems History No change 18,367 1,965 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 18,329 1,961 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 11, 2026
Aquatic Capital Management LLC History No change 18,216 1,949 0.07% 0.07% 224 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 17,949 1,939 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 18,003 1,926 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 17, 2026
CAXTON ASSOCIATES LLP History No change 17,744 1,898 0.04% 0.04% 227 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 17,721 1,896 0.02% 0.02% 228 0 0.0% Q2 2026 Aug 06, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 17,695 1,893 0.25% 0.25% 229 0 0.0% Q2 2026 Jul 24, 2026
Vanguard Personalized Indexing Management, LLC History No change 16,989 1,817 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 11, 2026
XPONANCE LLC History No change 16,888 1,807 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 10, 2026
Entropy Technologies, LP History No change 16,697 1,786 0.07% 0.07% 232 0 0.0% Q2 2026 Aug 13, 2026
ALPS ADVISORS INC History No change 16,666 1,783 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 29, 2026
ALLSTATE CORP History No change 16,658 1,782 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 16,655 1,782 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 10, 2026
Vestcor Inc History No change 16,405 1,755 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 11, 2026
Aristotle Capital Boston, LLC History No change 16,047 1,717 0.12% 0.12% 237 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 15,650 1,674 0.03% 0.03% 238 0 0.0% Q2 2026 Jul 27, 2026
Aster Capital Management (DIFC) Ltd History No change 15,240 1,630 0.35% 0.35% 239 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 15,100 1,615 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 06, 2026
TWIN CAPITAL MANAGEMENT INC History No change 15,079 1,613 0.18% 0.18% 241 0 0.0% Q2 2026 Aug 06, 2026
CINCINNATI CASUALTY CO History No change 14,958 1,600 0.85% 0.85% 242 0 0.0% Q2 2026 Aug 06, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 14,914 1,595 0.02% 0.02% 243 0 0.0% Q2 2026 Jul 28, 2026
Sequoia Financial Advisors, LLC History No change 14,841 1,587 0.01% 0.01% 244 0 0.0% Q2 2026 Jul 17, 2026
NovaPoint Capital, LLC History No change 14,787 1,582 0.33% 0.33% 245 0 0.0% Q2 2026 Aug 06, 2026
EXCALIBUR MANAGEMENT CORP History No change 14,066 1,504 0.5% 0.5% 246 0 0.0% Q2 2026 Aug 03, 2026
Neuberger Berman Group LLC History No change 13,623 1,457 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 13,516 1,446 0.02% 0.02% 248 0 0.0% Q2 2026 Jul 22, 2026
Jump Financial, LLC History No change 13,500 1,444 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 13, 2026
COOKSON PEIRCE & CO INC History No change 13,490 1,443 0.05% 0.05% 250 0 0.0% Q2 2026 Jul 23, 2026
Rafferty Asset Management, LLC History No change 13,386 1,432 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 13,333 1,426 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 04, 2026
Advisors Asset Management, Inc. History No change 13,185 1,410 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 13,120 1,403 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 10, 2026
IHT Wealth Management, LLC History No change 13,016 1,392 0.03% 0.03% 255 0 0.0% Q2 2026 Aug 14, 2026
RIA Advisory Group LLC History No change 12,963 1,386 0.3% 0.3% 256 0 0.0% Q2 2026 Jul 23, 2026
Rakuten Investment Management, Inc. History No change 12,849 1,385 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 17, 2026
Pathstone Holdings, LLC History No change 12,861 1,384 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 12,504 1,338 0.0% 0.0% 259 0 0.0% Q2 2026 Jul 27, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 12,485 1,335 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 12,239 1,309 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 12,228 1,308 0.08% 0.08% 262 0 0.0% Q2 2026 Jul 23, 2026
Integrated Investment Consultants, LLC History No change 11,800 1,262 0.25% 0.25% 263 0 0.0% Q2 2026 Aug 17, 2026
COMMERCE BANK History No change 11,783 1,260 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 12, 2026
Keystone Financial Planning, Inc. History Reduced 13,510 1,256 0.31% 0.38% 265 -447 -3.2% Q3 2026 Oct 08, 2026
Savant Capital, LLC History No change 11,797 1,227 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 10, 2026
Walleye Trading LLC History No change 11,171 1,195 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 03, 2026
MML INVESTORS SERVICES, LLC History No change 11,046 1,181 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 07, 2026
MCF Advisors LLC History No change 10,889 1,165 0.04% 0.04% 269 0 0.0% Q2 2026 Aug 12, 2026
Linden Thomas Advisory Services, LLC History No change 10,811 1,156 0.09% 0.09% 270 0 0.0% Q2 2026 Jul 16, 2026
GREAT LAKES ADVISORS, LLC History No change 10,719 1,146 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 10, 2026
Mesirow Financial Investment Management, Inc. History No change 10,646 1,139 0.02% 0.02% 272 0 0.0% Q2 2026 Jul 22, 2026
Ironwood Investment Counsel, LLC History No change 10,643 1,138 0.15% 0.15% 273 0 0.0% Q2 2026 Aug 05, 2026
Daiwa Securities Group Inc. History No change 10,476 1,120 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 31, 2026
Arvest Bank Trust Division History No change 10,324 1,104 0.05% 0.05% 275 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 10,309 1,103 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 07, 2026
SYON CAPITAL LLC History No change 10,215 1,093 0.05% 0.05% 277 0 0.0% Q2 2026 Aug 14, 2026
Oak Thistle LLC History No change 10,049 1,075 0.1% 0.1% 278 0 0.0% Q2 2026 Jul 20, 2026
GSA CAPITAL PARTNERS LLP History No change 10,000 1,070 0.07% 0.07% 279 0 0.0% Q2 2026 Aug 06, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 9,843 1,053 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 14, 2026
Portfolio Design Labs, LLC History No change 9,850 1,053 0.17% 0.17% 281 0 0.0% Q2 2026 Aug 11, 2026
Frec Markets, Inc. History No change 9,805 1,049 0.09% 0.09% 282 0 0.0% Q2 2026 Aug 13, 2026
Banco Santander, S.A. History No change 9,790 1,047 0.01% 0.01% 283 0 0.0% Q2 2026 Jul 29, 2026
Cincinnati Specialty Underwriters Insurance CO History No change 9,720 1,040 0.23% 0.23% 284 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 9,519 1,018 0.05% 0.05% 285 0 0.0% Q2 2026 Jul 16, 2026
Ascent Group, LLC History No change 9,413 1,007 0.03% 0.03% 286 0 0.0% Q2 2026 Aug 03, 2026
Farther Finance Advisors, LLC History Added to 10,770 1,001 0.01% 0.01% 287 +1,422 15.21% Q3 2026 Oct 08, 2026
REGIONS FINANCIAL CORP History No change 9,253 990 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 10, 2026
Centiva Capital, LP History No change 9,245 989 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 9,158 979 0.01% 0.01% 290 0 0.0% Q2 2026 Jul 20, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 9,071 971 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 10, 2026
Wilkinson Global Asset Management LLC History No change 9,000 963 0.08% 0.08% 292 0 0.0% Q2 2026 Aug 06, 2026
Pacer Advisors, Inc. History No change 8,969 960 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 8,901 953 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 12, 2026
NOMURA HOLDINGS INC History No change 8,894 951 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 8,895 951 0.02% 0.02% 296 0 0.0% Q2 2026 Jul 31, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 8,799 941 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 11, 2026
Silver Lake Advisory, LLC History No change 8,750 936 0.33% 0.33% 298 0 0.0% Q2 2026 Jul 24, 2026
IFM Investors Pty Ltd History No change 8,717 932 0.01% 0.01% 299 0 0.0% Q2 2026 Jul 21, 2026
Kuhn & Co Investment Counsel History No change 8,596 919 0.53% 0.53% 300 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Financial Partners, Inc. History No change 8,598 919 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History No change 8,253 883 0.0% 0.0% 302 0 0.0% Q2 2026 Jul 29, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 8,221 879 0.01% 0.01% 303 0 0.0% Q2 2026 Jul 20, 2026
UniSuper Management Pty Ltd History No change 8,161 873 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 8,000 856 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 7,963 852 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 13, 2026
Probity Advisors, Inc. History No change 7,919 847 0.12% 0.12% 307 0 0.0% Q2 2026 Jul 31, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 7,900 845 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 25, 2026
Mirador Capital Partners LP History Added to 9,072 844 0.1% 0.12% 309 +150 1.68% Q3 2026 Oct 09, 2026
Norinchukin Bank, The History No change 7,856 840 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 14, 2026
Jackson Creek Investment Advisors LLC History No change 8,270 835 0.28% 0.28% 311 0 0.0% Q2 2026 Aug 10, 2026
Sowell Financial Services LLC History No change 7,785 832 0.03% 0.03% 312 0 0.0% Q2 2026 Jul 17, 2026
Vident Advisory, LLC History No change 7,656 819 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 12, 2026
GLENMEDE TRUST CO NA History No change 7,627 816 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 7,485 800 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 10, 2026
Chicago Partners Investment Group LLC History No change 7,494 790 0.02% 0.02% 316 0 0.0% Q2 2026 Jul 29, 2026
Kera Capital Partners, Inc. History No change 7,352 786 0.08% 0.08% 317 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 7,317 782 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 14, 2026
ARVEST INVESTMENTS, INC. History No change 7,250 775 0.09% 0.09% 319 0 0.0% Q2 2026 Jul 17, 2026
Quantum Portfolio Management LLC History No change 7,062 755 0.27% 0.27% 320 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 7,042 753 0.01% 0.01% 321 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History No change 7,004 749 0.0% 0.0% 322 0 0.0% Q2 2026 Sep 08, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 6,968 745 0.01% 0.01% 323 0 0.0% Q2 2026 Jul 14, 2026
INCEPTIONR LLC History No change 6,827 730 0.18% 0.18% 324 0 0.0% Q2 2026 Aug 10, 2026
MIZUHO SECURITIES USA LLC History No change 7,236 729 0.02% 0.02% 325 0 0.0% Q2 2026 Jul 24, 2026
Invst, LLC History No change 6,812 728 0.07% 0.07% 326 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 6,675 714 0.0% 0.0% 327 0 0.0% Q2 2026 Jul 30, 2026
Centennial Wealth Advisory LLC History No change 6,629 709 0.15% 0.15% 328 0 0.0% Q2 2026 Jul 13, 2026
Stratos Wealth Partners, LTD. History No change 6,612 707 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 6,590 705 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 12, 2026
HARTFORD INVESTMENT MANAGEMENT CO History No change 6,491 694 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 15, 2026
D.A. DAVIDSON & CO. History No change 6,490 694 0.0% 0.0% 332 0 0.0% Q2 2026 Jul 24, 2026
Polymer Capital Management (US) LLC History No change 6,464 691 0.09% 0.09% 333 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 6,453 690 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 13, 2026
Maryland State Retirement & Pension System History No change 6,292 673 0.01% 0.01% 335 0 0.0% Q2 2026 Jul 30, 2026
Inspire Investing, LLC History No change 6,233 666 0.03% 0.03% 336 0 0.0% Q2 2026 Aug 12, 2026
WHALEROCK POINT PARTNERS, LLC History No change 6,210 664 0.11% 0.11% 337 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History No change 6,200 663 0.01% 0.01% 338 0 0.0% Q2 2026 Jul 21, 2026
Cynosure Group, LLC History No change 6,144 657 0.1% 0.1% 339 0 0.0% Q2 2026 Aug 05, 2026
BRIGHTON JONES LLC History No change 6,034 645 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 11, 2026
Marshall Financial Group, LLC History No change 5,996 641 0.09% 0.09% 341 0 0.0% Q2 2026 Jul 17, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 5,960 638 0.02% 0.02% 342 0 0.0% Q2 2026 Jul 29, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 5,911 632 0.03% 0.03% 343 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History No change 5,852 626 0.0% 0.0% 344 0 0.0% Q2 2026 Jul 29, 2026
Janney Montgomery Scott LLC History No change 5,816 622 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 05, 2026
TD Waterhouse Canada Inc. History No change 5,706 606 0.0% 0.0% 346 0 0.0% Q2 2026 Jul 27, 2026
CSU Producer Resources, Inc. History No change 5,602 599 1.97% 1.97% 347 0 0.0% Q2 2026 Aug 06, 2026
Sagewood Asset Management LP History No change 5,493 587 0.13% 0.13% 348 0 0.0% Q2 2026 Jul 29, 2026
MGO ONE SEVEN LLC History No change 5,494 587 0.01% 0.01% 349 0 0.0% Q2 2026 Jul 31, 2026
1620 INVESTMENT ADVISORS, INC. History No change 5,417 579 0.36% 0.36% 350 0 0.0% Q2 2026 Jul 14, 2026
Sanctuary Advisors, LLC History No change 5,395 577 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA History No change 5,310 568 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,232 559 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 5,167 553 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 12, 2026
Aberdeen Group plc History No change 5,161 552 0.0% 0.0% 355 0 0.0% Q2 2026 Jul 31, 2026
AXQ CAPITAL, LP History No change 5,153 551 0.06% 0.06% 356 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 5,129 548 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 11, 2026
TCI Wealth Advisors, Inc. History No change 5,101 545 0.02% 0.02% 358 0 0.0% Q2 2026 Jul 29, 2026
Accurate Wealth Management, LLC History No change 5,019 542 0.05% 0.05% 359 0 0.0% Q2 2026 Jul 14, 2026
CHELSEA COUNSEL CO History No change 5,064 541 0.23% 0.23% 360 0 0.0% Q2 2026 Aug 11, 2026
Asset Management One Co., Ltd. History No change 5,005 535 0.0% 0.0% 361 0 0.0% Q2 2026 Jul 28, 2026
VIAWEALTH, LLC History No change 4,972 532 0.27% 0.27% 362 0 0.0% Q2 2026 Aug 11, 2026
Aaron Wealth Advisors LLC History No change 4,966 531 0.03% 0.03% 363 0 0.0% Q2 2026 Jul 16, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 4,949 529 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 17, 2026
Meeder Advisory Services, Inc. History No change 4,939 528 0.02% 0.02% 365 0 0.0% Q2 2026 Aug 07, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 4,926 527 0.0% 0.0% 366 0 0.0% Q2 2026 Sep 23, 2026
Parallel Advisors, LLC History No change 4,893 523 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 05, 2026
Baker Avenue Asset Management, LP History No change 4,885 522 0.01% 0.01% 368 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 4,795 513 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 17, 2026
Ensign Peak Advisors, Inc History No change 4,746 507 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 14, 2026
VIRTUS ADVISERS, LLC History No change 4,709 503 0.19% 0.19% 371 0 0.0% Q2 2026 Aug 11, 2026
MUFG Securities EMEA plc History No change 4,686 501 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 12, 2026
CERTUITY, LLC History No change 4,649 497 0.02% 0.02% 373 0 0.0% Q2 2026 Jul 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 4,600 492 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 4,582 490 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 14, 2026
Aviance Capital Partners, LLC History No change 4,500 481 0.05% 0.05% 376 0 0.0% Q2 2026 Jul 30, 2026
Inscription Capital, LLC History No change 4,499 481 0.04% 0.04% 377 0 0.0% Q2 2026 Aug 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 4,429 475 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 4,446 475 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 06, 2026
Sivia Capital Partners, LLC History No change 4,442 475 0.06% 0.06% 380 0 0.0% Q2 2026 Jul 23, 2026
QUADRANT CAPITAL GROUP LLC History No change 4,406 471 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 14, 2026
Crestwood Advisors Group, LLC History No change 4,376 468 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 03, 2026
Havemeyer Place LP History No change 4,367 467 0.05% 0.05% 383 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 4,359 466 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 18, 2026
Truvestments Capital LLC History No change 4,320 462 0.07% 0.07% 385 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History No change 4,287 458 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 04, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,250 455 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 13, 2026
SageGuard Financial Group, LLC History No change 4,259 455 0.06% 0.06% 388 0 0.0% Q2 2026 Jul 27, 2026
GAMMA Investing LLC History Added to 4,851 451 0.02% 0.02% 390 +457 10.4% Q3 2026 Oct 08, 2026
Empowered Funds, LLC History No change 4,217 451 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 14, 2026
Capital International Sarl History No change 4,211 450 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER & CO INC History No change 4,162 445 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 03, 2026
CREDIT AGRICOLE S A History No change 4,150 444 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 14, 2026
Empirical Finance, LLC History No change 4,143 443 0.02% 0.02% 394 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 4,130 441 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 20, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 4,000 428 0.08% 0.08% 396 0 0.0% Q2 2026 Jul 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 3,960 423 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 3,930 420 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 3,885 415 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 3,882 415 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 12, 2026
Teza Capital Management LLC History No change 3,867 413 0.8% 0.8% 401 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 3,860 413 0.02% 0.02% 402 0 0.0% Q2 2026 Aug 13, 2026
JMN Financial LLC History No change 3,815 408 0.32% 0.32% 403 0 0.0% Q2 2026 Aug 10, 2026
PROFUND ADVISORS LLC History No change 3,793 405 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History No change 3,770 403 0.0% 0.0% 405 0 0.0% Q2 2026 Jul 28, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 3,747 400 0.04% 0.04% 406 0 0.0% Q2 2026 Jul 31, 2026
GeoWealth Management, LLC History No change 3,734 399 0.01% 0.01% 407 0 0.0% Q2 2026 Jul 30, 2026
Bedel Financial Consulting, Inc. History No change 3,690 394 0.04% 0.04% 408 0 0.0% Q2 2026 Jul 29, 2026
Crossmark Global Holdings, Inc. History No change 3,674 393 0.01% 0.01% 409 0 0.0% Q2 2026 Jul 16, 2026
FOCUSED ALPHA, LLC History No change 3,657 391 0.1% 0.1% 410 0 0.0% Q2 2026 Aug 07, 2026
MUFG SECURITIES AMERICAS INC. History No change 3,650 390 0.02% 0.02% 411 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 3,651 390 0.0% 0.0% 412 0 0.0% Q2 2026 Jul 28, 2026
Sterling Capital Management LLC History No change 3,644 389 0.01% 0.01% 413 0 0.0% Q2 2026 Jul 28, 2026
Wedmont Private Capital History Added to 3,962 388 0.01% 0.01% 414 +760 23.74% Q3 2026 Oct 09, 2026
Index Technologies Group LLC History No change 3,635 388 0.31% 0.31% 415 0 0.0% Q2 2026 Aug 14, 2026
Principia Wealth Advisory, LLC History No change 3,584 383 0.19% 0.19% 416 0 0.0% Q2 2026 Aug 26, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 3,549 379 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History No change 3,543 379 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 12, 2026
Blueshift Asset Management, LLC History No change 3,545 379 0.09% 0.09% 419 0 0.0% Q2 2026 Aug 14, 2026
North Dakota State Investment Board History No change 3,543 379 0.02% 0.02% 420 0 0.0% Q2 2026 Aug 04, 2026
Verity Asset Management, Inc. History No change 3,535 378 0.14% 0.14% 421 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 3,532 377 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 07, 2026
Intrua Financial, LLC History No change 3,530 377 0.03% 0.03% 423 0 0.0% Q2 2026 Jul 24, 2026
KBC Group NV History No change 3,483 373 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 05, 2026
STRS OHIO History No change 3,457 369 0.0% 0.0% 425 0 0.0% Q2 2026 Jul 30, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 3,435 367 0.0% 0.0% 426 0 0.0% Q2 2026 Jul 22, 2026
Mutual Advisors, LLC History No change 3,380 361 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 14, 2026
US Asset Management LLC History No change 3,245 347 0.26% 0.26% 428 0 0.0% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 3,215 346 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 23, 2026
V-Square Quantitative Management LLC History No change 3,221 344 0.03% 0.03% 430 0 0.0% Q2 2026 Jul 27, 2026
GREENLEAF TRUST History No change 3,180 340 0.0% 0.0% 431 0 0.0% Q2 2026 Jul 21, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 3,173 339 0.1% 0.1% 432 0 0.0% Q2 2026 Jul 14, 2026
Marex Group Ltd History No change 3,175 339 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 14, 2026
Dickmeyer Boyce Financial Management, Inc. History Added to 3,630 337 0.17% 0.2% 434 +11 0.3% Q3 2026 Oct 08, 2026
ZACKS INVESTMENT MANAGEMENT History No change 3,112 333 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 3,547 330 0.02% — 436 +3,547 New Q3 2026 Oct 08, 2026
Lifeworks Advisors, LLC History No change 3,067 328 0.03% 0.03% 437 0 0.0% Q2 2026 Aug 14, 2026
International Private Wealth Advisors LLC History No change 3,037 324 0.17% 0.17% 438 0 0.0% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History No change 3,023 323 0.01% 0.01% 439 0 0.0% Q2 2026 Jul 28, 2026
DF DENT & CO INC History No change 3,000 321 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 14, 2026
Holland Advisory Services, Inc. History No change 2,976 318 0.35% 0.35% 441 0 0.0% Q2 2026 Jul 13, 2026
New Hampshire Trust History No change 2,981 318 0.06% 0.06% 442 0 0.0% Q2 2026 Jul 27, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 2,968 317 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 2,965 317 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 17, 2026
PARK AVENUE SECURITIES LLC History No change 2,940 315 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 20, 2026
Laird Norton Wetherby Trust Company, LLC History No change 2,919 312 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 3,301 307 0.03% 0.03% 447 0 0.0% Q3 2026 Oct 06, 2026
HUNTINGTON NATIONAL BANK History No change 2,869 306 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 13, 2026
Old Port Advisors History No change 2,786 298 0.06% 0.06% 449 0 0.0% Q2 2026 Jul 21, 2026
Elevated Capital Advisors, LLC History No change 2,778 297 0.08% 0.08% 450 0 0.0% Q2 2026 Aug 03, 2026
Canada Post Corp Registered Pension Plan History No change 2,778 297 0.01% 0.01% 451 0 0.0% Q2 2026 Jul 15, 2026
High Point Wealth Management, LLC History No change 2,727 291 0.24% 0.24% 452 0 0.0% Q2 2026 Jul 20, 2026
AlphaGrep UK Ltd History No change 2,693 288 0.09% 0.09% 453 0 0.0% Q2 2026 Aug 14, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 2,691 287 0.04% 0.04% 454 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 2,632 281 0.02% 0.02% 455 0 0.0% Q2 2026 Aug 14, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History No change 2,800 281 0.16% 0.16% 456 0 0.0% Q2 2026 Aug 27, 2026
Dynamic Technology Lab Private Ltd History No change 2,614 280 0.06% 0.06% 457 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 2,618 280 0.02% 0.02% 458 0 0.0% Q2 2026 Jul 23, 2026
Cresset Asset Management, LLC History No change 2,573 275 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 14, 2026
NORDEN GROUP LLC History No change 2,573 275 0.02% 0.02% 460 0 0.0% Q2 2026 Jul 29, 2026
EVERPAR ADVISORS LLC History No change 2,575 275 0.08% 0.08% 461 0 0.0% Q2 2026 Jul 09, 2026
Marble Wealth, LLC History No change 2,562 274 0.04% 0.04% 462 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 2,506 268 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 2,507 268 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 14, 2026
TriaGen Wealth Management LLC History No change 2,477 265 0.07% 0.07% 465 0 0.0% Q2 2026 Jul 21, 2026
M.E. ALLISON & CO., INC. History No change 2,847 264 0.15% 0.17% 466 0 0.0% Q3 2026 Oct 08, 2026
MADDEN SECURITIES Corp History No change 2,450 262 0.07% 0.07% 467 0 0.0% Q2 2026 Jul 24, 2026
&PARTNERS History No change 2,423 259 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 14, 2026
Carl P. Sherr & Co., LLC History No change 2,400 256 0.11% 0.11% 469 0 0.0% Q2 2026 Jul 31, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,385 255 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 23, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 2,386 255 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 2,738 254 0.02% 0.02% 472 +310 12.77% Q3 2026 Oct 01, 2026
Southland Equity Partners LLC History No change 2,359 252 0.04% 0.04% 473 0 0.0% Q2 2026 Jul 13, 2026
HARBOUR INVESTMENTS, INC. History No change 2,345 250 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 2,293 244 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 04, 2026
nVerses Capital, LLC History No change 2,274 243 0.37% 0.37% 476 0 0.0% Q2 2026 Aug 04, 2026
Brookstone Capital Management History No change 2,263 242 0.0% 0.0% 477 0 0.0% Q2 2026 Jul 15, 2026
PCM Encore, LLC History No change 2,260 241 0.04% 0.04% 478 0 0.0% Q2 2026 Aug 11, 2026
Engineers Gate Manager LP History No change 2,220 237 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 14, 2026
NTV ASSET MANAGEMENT LLC History No change 2,198 235 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 05, 2026
WealthTrust Axiom LLC History No change 2,200 235 0.05% 0.05% 481 0 0.0% Q2 2026 Aug 11, 2026
South Dakota Investment Council History No change 2,200 235 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 11, 2026
Metis Global Partners, LLC History No change 2,202 235 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 10, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2,526 235 0.01% 0.02% 484 0 0.0% Q3 2026 Oct 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 2,185 233 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 2,186 233 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 2,183 233 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 06, 2026
Lionhunter Capital Management, LLC History No change 2,186 233 0.11% 0.11% 488 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 2,166 231 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 07, 2026
HBK Sorce Advisory LLC History No change 2,267 230 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 06, 2026
Virtu Financial LLC History No change 2,146 230 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,139 228 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 03, 2026
Wealthspire Advisors, LLC History No change 2,112 226 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 11, 2026
Lakeshore Financial Planning, Inc. History No change 2,121 226 0.07% 0.07% 494 0 0.0% Q2 2026 Jul 13, 2026
OPTIMIZE FINANCIAL INC. History No change 2,110 225 0.08% 0.08% 495 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 2,110 225 0.05% 0.05% 496 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Added to 2,396 223 0.01% 0.01% 497 +532 28.54% Q3 2026 Oct 02, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 2,092 223 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 12, 2026
Huntleigh Advisors, Inc. History No change 2,076 222 0.03% 0.03% 499 0 0.0% Q2 2026 Aug 04, 2026
Perigon Wealth Management, LLC History No change 2,040 218 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 07, 2026
Checchi Capital Advisers, LLC History No change 2,034 217 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 2,019 216 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 14, 2026
CALTON & ASSOCIATES, INC. History No change 2,000 214 0.03% 0.03% 503 0 0.0% Q2 2026 Aug 10, 2026
Van Hulzen Asset Management, LLC History No change 2,000 214 0.02% 0.02% 504 0 0.0% Q2 2026 Aug 13, 2026
Glenview Trust Co History No change 2,000 214 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 18, 2026
Optas, LLC History No change 1,994 213 0.03% 0.03% 506 0 0.0% Q2 2026 Jul 21, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 1,986 212 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 06, 2026
Babb Wealth Advisors LLC History No change 1,984 212 0.1% 0.1% 508 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 1,963 210 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 15, 2026
CAPITAL ADVISORS INC/OK History No change 1,971 210 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 22, 2026
AlTi Global, Inc. History No change 1,957 209 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 05, 2026
NorthCrest Asset Manangement, LLC History No change 1,965 209 0.01% 0.01% 512 0 0.0% Q2 2026 Jul 15, 2026
Destination Wealth Management History No change 1,918 205 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 1,920 205 0.01% 0.01% 514 0 0.0% Q2 2026 Jul 31, 2026
PFG Investments, LLC History No change 1,904 203 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 23, 2026
Horizon Investments, LLC History No change 1,909 202 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 13, 2026
Everhart Financial Group, Inc. History Reduced 2,170 201 0.01% 0.02% 517 -311 -12.54% Q3 2026 Oct 08, 2026
Zhang Financial LLC History No change 1,872 200 0.01% 0.01% 518 0 0.0% Q2 2026 Jul 30, 2026
Silvant Capital Management LLC History No change 1,808 193 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 1,766 188 0.0% 0.0% 520 0 0.0% Q2 2026 Jul 23, 2026
ASSETMARK, INC History No change 1,746 186 0.0% 0.0% 521 0 0.0% Q2 2026 Jul 30, 2026
Optiver Holding B.V. History No change 1,724 184 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 12, 2026
Resona Asset Management Co.,Ltd. History No change 1,662 179 0.0% 0.0% 523 0 0.0% Q2 2026 Jul 29, 2026
Steward Partners Investment Advisory, LLC History No change 1,668 178 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 13, 2026
Eurizon Capital SGR S.p.A. History No change 1,636 176 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 29, 2026
HM PAYSON & CO History No change 1,611 172 0.0% 0.0% 526 0 0.0% Q2 2026 Jul 17, 2026
DANSKE BANK A/S History No change 1,600 171 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 1,591 170 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 1,432 153 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 11, 2026
Fortitude Family Office, LLC History No change 1,377 147 0.03% 0.03% 530 0 0.0% Q2 2026 Jul 20, 2026
Tidemark, LLC History No change 1,317 140 0.03% 0.03% 531 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,472 136 0.0% 0.0% 532 -113 -7.13% Q3 2026 Oct 05, 2026
Financial Gravity Companies, Inc. History No change 1,085 116 0.02% 0.02% 533 0 0.0% Q2 2026 Aug 05, 2026
TEMA ETFS LLC History No change 1,085 116 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 10, 2026
Salomon & Ludwin, LLC History No change 1,085 115 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 1,029 110 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 13, 2026
First PREMIER Bank History No change 1,016 109 0.02% 0.02% 537 0 0.0% Q2 2026 Jul 15, 2026
Prestige Wealth Management Group LLC History No change 1,025 109 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 1,012 108 0.01% 0.01% 539 0 0.0% Q2 2026 Jul 28, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 1,000 107 0.02% 0.02% 540 0 0.0% Q2 2026 Aug 03, 2026
LifeSteps Financial, Inc. History No change 1,001 107 0.05% 0.05% 541 0 0.0% Q2 2026 Jul 17, 2026
AdvisorNet Financial, Inc History No change 983 105 0.0% 0.0% 542 0 0.0% Q2 2026 Jul 23, 2026
Y.D. More Investments Ltd History No change 980 104 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 05, 2026
ST GERMAIN D J CO INC History No change 932 99 0.0% 0.0% 544 0 0.0% Q2 2026 Jul 21, 2026
CITY HOLDING CO History No change 888 95 0.01% 0.01% 545 0 0.0% Q2 2026 Jul 10, 2026
Quent Capital, LLC History No change 880 94 0.01% 0.01% 546 0 0.0% Q2 2026 Aug 07, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 1,011 94 0.06% 0.07% 547 0 0.0% Q3 2026 Oct 07, 2026
Asset Planning,Inc History No change 850 90 0.06% 0.06% 548 0 0.0% Q2 2026 Jul 27, 2026
Ancora Advisors LLC History No change 750 80 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 14, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 721 77 0.01% 0.01% 550 0 0.0% Q2 2026 Aug 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 726 77 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 718 76 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 13, 2026
CNB Bank History No change 715 76 0.03% 0.03% 553 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 683 73 0.0% 0.0% 554 0 0.0% Q2 2026 Jul 24, 2026
Dorato Capital Management History No change 750 73 0.05% 0.05% 555 0 0.0% Q3 2026 Oct 08, 2026
LANARK FINANCIAL, INC. History No change 680 72 0.0% 0.0% 556 0 0.0% Q2 2026 Jul 21, 2026
TSFG, LLC History No change 669 72 0.01% 0.01% 557 0 0.0% Q2 2026 Jul 23, 2026
Kennebec Savings Bank History No change 584 62 0.05% 0.05% 558 0 0.0% Q2 2026 Jul 13, 2026
UMB Bank, n.a. History No change 574 61 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 579 61 0.0% 0.0% 560 0 0.0% Q2 2026 Sep 04, 2026
BNP Paribas Asset Management Holding S.A. History No change 574 61 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 12, 2026
Trust Co History No change 642 59 0.01% 0.01% 562 0 0.0% Q3 2026 Oct 09, 2026
CENTRAL TRUST Co History No change 525 56 0.0% 0.0% 563 0 0.0% Q2 2026 Jul 31, 2026
Creative Capital Management Investments LLC History No change 520 55 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 24, 2026
Roble, Belko & Company, Inc History No change 500 54 0.01% 0.01% 565 0 0.0% Q2 2026 Jul 24, 2026
FIRST FINANCIAL CORP /IN/ History No change 500 53 0.02% 0.02% 566 0 0.0% Q2 2026 Jul 07, 2026
MONTAG A & ASSOCIATES INC History No change 500 53 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 05, 2026
MOTCO History No change 502 53 0.0% 0.0% 568 0 0.0% Q2 2026 Jul 31, 2026
DekaBank Deutsche Girozentrale History No change 534 53 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 05, 2026
Pacific Center for Financial Services History No change 500 53 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 05, 2026
First Bancorp, Inc /ME/ History No change 494 52 0.02% 0.02% 571 0 0.0% Q2 2026 Aug 11, 2026
ALERUS FINANCIAL NA History No change 489 52 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 450 48 0.01% 0.01% 573 0 0.0% Q2 2026 Sep 02, 2026
WHITTIER TRUST CO History No change 444 47 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Wealth Planning Services, Inc. History No change 441 47 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 07, 2026
Deseret Mutual Benefit Administrators History No change 447 47 0.02% 0.02% 576 0 0.0% Q2 2026 Aug 14, 2026
Quarry LP History No change 444 47 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History No change 423 45 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 22, 2026
CDKV HOLDINGS LLC History No change 426 45 0.04% 0.04% 579 0 0.0% Q2 2026 Jul 30, 2026
Caitong International Asset Management Co., Ltd History No change 414 44 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 04, 2026
MONETARY MANAGEMENT GROUP INC History No change 400 42 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 12, 2026
FIRST UNITED BANK & TRUST History No change 400 42 0.01% 0.01% 582 0 0.0% Q2 2026 Jul 20, 2026
Cromwell Holdings LLC History No change 400 42 0.02% 0.02% 583 0 0.0% Q2 2026 Jul 13, 2026
Cape Investment Advisory, Inc. History No change 401 42 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 23, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 451 41 0.01% 0.01% 585 +282 166.86% Q3 2026 Oct 07, 2026
True Wealth Design, LLC History No change 371 39 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 16, 2026
Buck Wealth Strategies, LLC History No change 362 38 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 30, 2026
WPG Advisers, LLC History No change 359 38 0.02% 0.02% 588 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 346 37 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 06, 2026
Bell Investment Advisors, Inc History No change 338 36 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 06, 2026
YANKCOM Partnership History No change 341 36 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 21, 2026
PlanVest Financial, Inc History No change 340 36 0.02% 0.02% 592 0 0.0% Q2 2026 Aug 10, 2026
Planning Strategies Inc. History No change 397 36 0.02% 0.03% 593 0 0.0% Q3 2026 Oct 02, 2026
CYBER HORNET ETFs LLC History No change 331 35 0.02% 0.02% 594 0 0.0% Q2 2026 Aug 24, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 325 34 0.03% 0.03% 595 0 0.0% Q2 2026 Aug 04, 2026
Bravera Wealth History No change 320 34 0.01% 0.01% 596 0 0.0% Q2 2026 Jul 23, 2026
Boreal Capital Management LLC History No change 317 33 0.02% 0.02% 597 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 329 33 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 12, 2026
Gen-Wealth Partners Inc History No change 300 32 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 10, 2026
Caldwell Trust Co History No change 300 32 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 03, 2026
FIRST HORIZON CORP History No change 286 30 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 20, 2026
Quest 10 Wealth Builders, Inc. History No change 277 29 0.02% 0.02% 602 0 0.0% Q2 2026 Jul 24, 2026
Estabrook Capital Management History No change 270 28 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 260 27 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 10, 2026
Owl Creek Wealth Partners LLC History No change 250 26 0.01% 0.01% 605 0 0.0% Q2 2026 Jul 20, 2026
JFS WEALTH ADVISORS, LLC History No change 241 25 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 10, 2026
Ascentis Independent Advisors History No change 234 25 0.07% 0.07% 607 0 0.0% Q2 2026 Aug 04, 2026
Essential Partners LLC History No change 237 25 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 226 24 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 215 23 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 11, 2026
Costello Asset Management, INC History No change 211 22 0.01% 0.01% 611 0 0.0% Q2 2026 Jul 28, 2026
Kingdom Financial Group LLC. History No change 212 22 0.01% 0.01% 612 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 199 20 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Reduced 209 19 0.0% 0.0% 617 -198 -48.65% Q3 2026 Oct 08, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 184 19 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 09, 2026
Clearstead Trust, LLC History No change 186 19 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 06, 2026
WELLINGTON-ALTUS USA INC. History No change 196 19 0.01% 0.01% 616 0 0.0% Q2 2026 Sep 17, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 164 18 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 29, 2026
Heritage Wealth Advisors History No change 174 18 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 14, 2026
Bayforest Capital Ltd History No change 177 18 0.02% 0.02% 620 0 0.0% Q2 2026 Aug 05, 2026
PITTENGER & ANDERSON INC History No change 167 17 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 27, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 160 17 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 166 17 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 160 17 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 11, 2026
Robinswood Financial LLC History No change 164 17 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 14, 2026
COUNTRY TRUST BANK History No change 146 15 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 15, 2026
CVA Family Office, LLC History No change 143 15 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 145 15 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 22, 2026
Institute for Wealth Management, LLC. History No change 140 14 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 135 14 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 24, 2026
GoalVest Advisory LLC History New 147 13 0.0% — 638 +147 New Q3 2026 Oct 02, 2026
Wilmington Savings Fund Society, FSB History No change 127 13 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Bancorp, Inc. History No change 126 13 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 28, 2026
Steigerwald, Gordon & Koch Inc. History No change 125 13 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 22, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 129 13 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 22, 2026
SBI Securities Co., Ltd. History No change 125 13 0.0% 0.0% 635 0 0.0% Q2 2026 Jul 22, 2026
Covestor Ltd History No change 122 13 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 07, 2026
Sachetta, LLC History No change 123 13 0.01% 0.01% 637 0 0.0% Q2 2026 Jul 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 108 11 0.0% 0.0% 639 0 0.0% Q2 2026 Jul 31, 2026
SRH ADVISORS, LLC History No change 110 11 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 24, 2026
Strategic Wealth Partners, Ltd. History No change 105 11 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 103 11 0.0% 0.0% 642 0 0.0% Q2 2026 Jul 15, 2026
LRI Investments, LLC History No change 96 10 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 14, 2026
Bernard Wealth Management Corp. History No change 100 10 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 21, 2026
MASECO LLP History No change 100 10 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 85 9 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 20, 2026
Signature Resources Capital Management, LLC History No change 93 9 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 75 8 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 20, 2026
Financial Perspectives, Inc History No change 81 8 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 24, 2026
Signature Equity Partners, LLC History No change 82 8 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 30, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 68 7 0.0% 0.0% 651 0 0.0% Q2 2026 Jul 27, 2026
Westend Capital Management, LLC History No change 69 7 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 07, 2026
Community Financial Services Group, LLC History No change 73 7 0.0% 0.0% 653 0 0.0% Q2 2026 Jul 09, 2026
Piscataqua Savings Bank History No change 70 7 0.0% 0.0% 654 0 0.0% Q2 2026 Jul 09, 2026
Silver Grove Financial Group, Inc. History No change 70 7 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 58 6 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 22, 2026
MV CAPITAL MANAGEMENT, INC. History No change 59 6 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 30, 2026
Grove Bank & Trust History No change 68 6 0.0% 0.0% 658 0 0.0% Q3 2026 Oct 08, 2026
Golden State Wealth Management, LLC History No change 58 6 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 22, 2026
N.E.W. Advisory Services LLC History No change 62 6 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 06, 2026
Continuum Advisory, LLC History No change 62 6 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 06, 2026
Blue Trust, Inc. History No change 65 6 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 21, 2026
GW&K Investment Management, LLC History No change 47 5 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 12, 2026
Cedar Mountain Advisors, LLC History No change 54 5 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 02, 2026
Bruce G. Allen Investments, LLC History No change 51 5 0.0% 0.0% 665 0 0.0% Q2 2026 Jul 31, 2026
Roxbury Financial LLC History No change 58 5 0.0% 0.0% 666 0 0.0% Q3 2026 Oct 01, 2026
Rialto Wealth Management, LLC History No change 52 5 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 11, 2026
Transamerica Financial Advisors, LLC History No change 41 4 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 14, 2026
Nemes Rush Group LLC History No change 45 4 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Management Group, LLC History No change 41 4 0.0% 0.0% 670 0 0.0% Q2 2026 Jul 27, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 45 4 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 07, 2026
Advocate Investing Services LLC History No change 40 4 0.0% 0.0% 672 0 0.0% Q2 2026 Jul 28, 2026
SUMMIT SECURITIES GROUP LLC History No change 29 3 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 03, 2026
J.Safra Asset Management Corp History No change 30 3 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 06, 2026
Pacifica Partners Inc. History No change 33 3 0.0% 0.0% 675 0 0.0% Q3 2026 Oct 08, 2026
Colonial Trust Co / SC History No change 37 3 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 11, 2026
Bare Financial Services, Inc History No change 35 3 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 27, 2026
Wiser Advisor Group LLC History No change 33 3 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 31 3 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 15, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History No change 24 2 0.0% 0.0% 680 0 0.0% Q2 2026 Jul 29, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 20 2 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 27, 2026
Fulcrum Asset Management LLP History No change 26 2 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 18, 2026
Bogart Wealth, LLC History No change 23 2 0.0% 0.0% 683 0 0.0% Q2 2026 Jul 24, 2026
Bay Harbor Wealth Management, LLC History No change 20 2 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 28, 2026
SHP Wealth Management History No change 19 2 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 11, 2026
Addison Advisors LLC History No change 22 2 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 10, 2026
Arlington Trust Co LLC History No change 22 2 0.0% 0.0% 687 0 0.0% Q2 2026 Jul 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 20 2 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 21, 2026
Ankerstar Wealth, LLC History No change 22 2 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 13, 2026
Ares Financial Consulting, LLC History No change 28 2 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 09, 2026
Key Capital Management, INC History No change 21 2 0.0% 0.0% 691 0 0.0% Q2 2026 Jul 27, 2026
SouthState Bank Corp History No change 10 1 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 06, 2026
Osbon Capital Management LLC History No change 18 1 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 13, 2026
Lloyd Advisory Services, LLC. History No change 11 1 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Planning Group LLC History No change 17 1 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 29, 2026
Activest Wealth Management History No change 12 1 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 16, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 12 1 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 17, 2026
Raleigh Capital Management Inc. History No change 12 1 0.0% 0.0% 698 0 0.0% Q2 2026 Jul 21, 2026
Dunhill Financial, LLC History No change 11 1 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 07, 2026
DiNuzzo Private Wealth, Inc. History No change 18 1 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 10, 2026
Winthrop Capital Management, LLC History No change 9 1 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 13, 2026
WealthCollab, LLC History No change 17 1 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 14 1 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 14, 2026
Rossby Financial, LCC History No change 11 1 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 04, 2026
AMERIFLEX GROUP, INC. History No change 13 1 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 13, 2026
HFM Investment Advisors, LLC History No change 11 1 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 04, 2026
Strive Financial Group ,LLC History No change 10 1 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 14, 2026
Clark Wealth Partners History No change 11 1 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 28, 2026
Sankala Group LLC History No change 12 1 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 18, 2026
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 — 0.0% — -16 -100.0% Q3 2026 Oct 07, 2026
Retirement Wealth Solutions LLC History New 6 0 — — — +6 New Q3 2026 Oct 07, 2026
Davis Capital Management History New 2 0 — — — +2 New Q3 2026 Oct 08, 2026
VALLEY NATIONAL ADVISERS INC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
GROUP ONE TRADING LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
WestEnd Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Asset Dedication, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Capital Advisors, Ltd. LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
FINANCIAL CONSULATE, INC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Hurley Capital, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Quaker Wealth Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History No change 5 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Elequin Capital, LP History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SITTNER & NELSON, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Orion Capital Management LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
DecisionPoint Financial, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
United Community Bank History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
American Capital Advisory, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Seneschal Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Millstone Evans Group, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Hughes Financial Services, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Navigoe, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Investors Portfolio Services LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MidFirst Bank History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
3 FACTOR INDEXING, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 08, 2026