PEARSON PLC - PSO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 4,832,707 | 76,791 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,831,013 | 44,984 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,516,608 | 39,988 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 1,373,260 | 21,821 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,026,055 | 16,468 | 0.0% | 0.0% | 5 | +13,188 | 1.3% | Q3 2026 | Nov 04, 2026 |
| Invesco Ltd. | History | No change | 834,389 | 13,258 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 816,368 | 12,972 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 663,777 | 10,547 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 644,378 | 10,239 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 587,977 | 9,342 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 513,204 | 8,154 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 500,798 | 8,037 | 0.0% | 0.0% | 12 | +10,443 | 2.13% | Q3 2026 | Nov 10, 2026 |
| Creative Planning | History | Added to | 465,091 | 7,464 | 0.0% | 0.0% | 13 | +80,102 | 20.81% | Q3 2026 | Nov 02, 2026 |
| Point72 Asset Management, L.P. | History | No change | 467,571 | 7,429 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 455,257 | 7,306 | 0.01% | 0.02% | 15 | -220,518 | -32.63% | Q3 2026 | Nov 10, 2026 |
| 13D Management LLC | History | No change | 458,338 | 7,282 | 10.21% | 10.21% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 454,127 | 7,216 | 0.29% | 0.29% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 542,055 | 7,117 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABC ARBITRAGE SA | History | Added to | 319,150 | 5,122 | 0.5% | 0.48% | 19 | +37,981 | 13.51% | Q3 2026 | Oct 23, 2026 |
| Optiver Holding B.V. | History | No change | 308,966 | 4,909 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 295,130 | 4,689 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 230,275 | 3,659 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 226,746 | 3,602 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 224,809 | 3,572 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 219,863 | 3,493 | 0.09% | 0.09% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 214,774 | 3,412 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 197,219 | 3,133 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 158,721 | 2,522 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 158,202 | 2,513 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 152,298 | 2,444 | 0.0% | 0.0% | 30 | -15,956 | -9.48% | Q3 2026 | Nov 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 151,566 | 2,408 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 148,238 | 2,355 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 147,482 | 2,343 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 140,511 | 2,255 | 0.03% | 0.02% | 34 | +27,790 | 24.65% | Q3 2026 | Nov 03, 2026 |
| Cerity Partners LLC | History | No change | 140,339 | 2,229 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 132,918 | 2,133 | 0.03% | 0.03% | 36 | -6,252 | -4.49% | Q3 2026 | Oct 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 132,856 | 2,111 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | Added to | 125,618 | 2,004 | 0.0% | 0.0% | 38 | +17,739 | 16.44% | Q3 2026 | Nov 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 102,397 | 1,627 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archford Capital Strategies, LLC | History | New | 93,038 | 1,493 | 0.15% | — | 40 | +93,038 | New | Q3 2026 | Oct 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 91,642 | 1,428 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 80,281 | 1,275 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 79,604 | 1,264 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 76,058 | 1,220 | 0.11% | 0.07% | 44 | +29,836 | 64.55% | Q3 2026 | Nov 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 75,835 | 1,205 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 73,671 | 1,170 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 71,671 | 1,138 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 69,610 | 1,106 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 65,783 | 1,056 | 0.01% | 0.01% | 49 | +13,182 | 25.06% | Q3 2026 | Nov 09, 2026 |
| BARCLAYS PLC | History | Reduced | 62,304 | 999 | 0.0% | 0.0% | 50 | -62,304 | -50.0% | Q3 2026 | Nov 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 62,173 | 997 | 0.0% | 0.0% | 51 | +98 | 0.16% | Q3 2026 | Nov 05, 2026 |
| Quantbot Technologies LP | History | No change | 59,204 | 940 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 56,025 | 899 | 0.0% | 0.0% | 53 | -252 | -0.45% | Q3 2026 | Nov 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 49,602 | 863 | 0.02% | 0.02% | 54 | +140 | 0.28% | Q3 2026 | Oct 20, 2026 |
| Vident Advisory, LLC | History | No change | 54,046 | 858 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 50,742 | 806 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 49,069 | 787 | 0.09% | 0.08% | 57 | +216 | 0.44% | Q3 2026 | Nov 03, 2026 |
| Farringdon Capital, Ltd. | History | No change | 45,260 | 719 | 0.36% | 0.36% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 43,329 | 688 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 42,133 | 669 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 41,459 | 658 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 40,624 | 652 | 0.03% | 0.03% | 62 | +269 | 0.67% | Q3 2026 | Oct 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 40,867 | 649 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 37,231 | 597 | 0.0% | 0.0% | 64 | +10,309 | 38.29% | Q3 2026 | Nov 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 37,437 | 594 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,914 | 576 | 0.0% | 0.0% | 66 | +134 | 0.37% | Q3 2026 | Nov 09, 2026 |
| Lester Murray Antman dba SimplyRich | History | New | 35,278 | 566 | 0.13% | — | 67 | +35,278 | New | Q3 2026 | Nov 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 34,700 | 551 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Reduced | 33,958 | 545 | 0.01% | 0.01% | 69 | -1,546 | -4.35% | Q3 2026 | Oct 15, 2026 |
| Vise Technologies, Inc. | History | Added to | 33,543 | 538 | 0.0% | 0.0% | 70 | +6,999 | 26.37% | Q3 2026 | Oct 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 32,849 | 521 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 31,909 | 506 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 28,616 | 497 | 0.01% | 0.01% | 73 | +1,134 | 4.13% | Q3 2026 | Nov 04, 2026 |
| Focus Partners Wealth | History | No change | 30,521 | 485 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 28,851 | 463 | 0.01% | 0.01% | 75 | -1,236 | -4.11% | Q3 2026 | Oct 23, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 28,060 | 450 | 0.1% | 0.1% | 77 | +578 | 2.1% | Q3 2026 | Oct 19, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,349 | 450 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SYON CAPITAL LLC | History | No change | 28,322 | 450 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 27,251 | 433 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidal Investments LLC | History | No change | 27,102 | 430 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 26,819 | 426 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savant Capital, LLC | History | Added to | 25,637 | 411 | 0.0% | 0.0% | 82 | +130 | 0.51% | Q3 2026 | Nov 05, 2026 |
| Entropy Technologies, LP | History | No change | 24,784 | 393 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 24,200 | 384 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 23,898 | 379 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 23,346 | 370 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 22,404 | 359 | 0.0% | 0.0% | 87 | +1,595 | 7.66% | Q3 2026 | Oct 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 22,540 | 358 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 21,252 | 341 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Keebeck Wealth Management | History | No change | 21,205 | 336 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 20,681 | 331 | 0.03% | 0.03% | 91 | -495 | -2.34% | Q3 2026 | Oct 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 20,318 | 326 | 0.0% | 0.0% | 92 | -336 | -1.63% | Q3 2026 | Nov 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,187 | 324 | 0.0% | 0.0% | 93 | +150 | 0.75% | Q3 2026 | Oct 30, 2026 |
| FCA CORP /TX | History | No change | 20,000 | 317 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 19,618 | 311 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 19,400 | 308 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 18,979 | 304 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 26,872 | 289 | 0.03% | 0.05% | 98 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 17,617 | 279 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 17,378 | 278 | 0.0% | 0.0% | 100 | -1 | -0.01% | Q3 2026 | Oct 22, 2026 |
| Caprock Group, LLC | History | No change | 17,234 | 273 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 16,552 | 266 | 0.0% | 0.0% | 102 | +58 | 0.35% | Q3 2026 | Oct 26, 2026 |
| RHUMBLINE ADVISERS | History | No change | 16,700 | 265 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Affirmative Financial Network | History | New | 16,216 | 260 | 0.06% | — | 104 | +16,216 | New | Q3 2026 | Oct 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 16,001 | 254 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,678 | 249 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Reduced | 15,245 | 244 | 0.0% | 0.0% | 107 | -9 | -0.06% | Q3 2026 | Oct 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 14,745 | 236 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 13,709 | 229 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Promethos Capital, LLC | History | No change | 14,380 | 228 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crane Advisory, LLC | History | No change | 13,705 | 222 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,875 | 220 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Great Waters Wealth Management | History | Reduced | 13,651 | 219 | 0.02% | 0.02% | 113 | -3,149 | -18.74% | Q3 2026 | Oct 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 14,032 | 218 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genus Capital Management Inc. | History | No change | 13,260 | 212 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ellevest, Inc. | History | Reduced | 13,093 | 210 | 0.02% | 0.03% | 116 | -358 | -2.66% | Q3 2026 | Nov 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 12,911 | 208 | 0.0% | 0.0% | 117 | +347 | 2.76% | Q3 2026 | Nov 04, 2026 |
| Transmarket Holdings LP | History | New | 12,820 | 205 | 0.11% | — | 118 | +12,820 | New | Q3 2026 | Oct 27, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 12,546 | 201 | 0.08% | 0.07% | 120 | -857 | -6.39% | Q3 2026 | Oct 26, 2026 |
| Venturi Wealth Management, LLC | History | No change | 12,694 | 201 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 12,459 | 199 | 0.0% | 0.0% | 121 | -74 | -0.59% | Q3 2026 | Nov 03, 2026 |
| M&T BANK CORP | History | Reduced | 12,347 | 198 | 0.0% | 0.0% | 122 | -1,268 | -9.31% | Q3 2026 | Nov 10, 2026 |
| Cetera Investment Advisers | History | No change | 12,363 | 196 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,749 | 195 | 0.0% | — | 124 | +11,749 | New | Q3 2026 | Oct 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 12,259 | 194 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Calydon Capital | History | No change | 11,894 | 188 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 11,890 | 188 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 11,437 | 183 | 0.0% | 0.0% | 129 | -7,578 | -39.85% | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,443 | 183 | 0.0% | 0.0% | 128 | +742 | 6.93% | Q3 2026 | Nov 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,546 | 167 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 9,440 | 151 | 0.01% | 0.01% | 131 | +560 | 6.31% | Q3 2026 | Oct 08, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 9,364 | 148 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8,146 | 130 | 0.0% | 0.0% | 133 | +64 | 0.79% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 7,344 | 117 | 0.01% | 0.01% | 134 | -115 | -1.54% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,982 | 112 | 0.0% | 0.0% | 135 | +564 | 8.79% | Q3 2026 | Oct 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,515 | 104 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5,993 | 95 | 0.0% | 0.0% | 137 | -1,509 | -20.11% | Q3 2026 | Nov 10, 2026 |
| Hilltop National Bank | History | No change | 5,585 | 89 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,116 | 81 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 4,076 | 65 | 0.0% | 0.0% | 140 | +2,508 | 159.95% | Q3 2026 | Oct 21, 2026 |
| Cromwell Holdings LLC | History | No change | 3,761 | 60 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,635 | 57 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,211 | 51 | 0.0% | 0.0% | 143 | +125 | 4.05% | Q3 2026 | Nov 06, 2026 |
| Larson Financial Group LLC | History | Added to | 2,519 | 40 | 0.0% | 0.0% | 144 | +137 | 5.75% | Q3 2026 | Nov 05, 2026 |
| CITIGROUP INC | History | Added to | 2,050 | 32 | 0.0% | 0.0% | 145 | +884 | 75.81% | Q3 2026 | Nov 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,974 | 31 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,934 | 31 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 1,841 | 29 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,620 | 26 | 0.0% | 0.0% | 149 | -74 | -4.37% | Q3 2026 | Nov 10, 2026 |
| WealthCollab, LLC | History | No change | 1,653 | 26 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Addison Advisors LLC | History | No change | 1,100 | 17 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 767 | 12 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 746 | 11 | 0.0% | 0.0% | 153 | +5 | 0.67% | Q3 2026 | Oct 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 683 | 10 | 0.0% | 0.0% | 154 | +32 | 4.92% | Q3 2026 | Oct 28, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 626 | 10 | 0.0% | 0.0% | 155 | +21 | 3.47% | Q3 2026 | Oct 20, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 620 | 9 | 0.0% | 0.0% | 157 | +491 | 380.62% | Q3 2026 | Nov 05, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 595 | 9 | 0.0% | 0.01% | 160 | -130 | -17.93% | Q3 2026 | Nov 05, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 594 | 9 | 0.0% | 0.0% | 158 | +54 | 10.0% | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 607 | 9 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ares Financial Consulting, LLC | History | No change | 568 | 9 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 500 | 8 | 0.0% | — | 162 | +500 | New | Q3 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 537 | 8 | 0.0% | 0.0% | 161 | +73 | 15.73% | Q3 2026 | Nov 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 457 | 7 | 0.0% | 0.0% | 164 | -3,412 | -88.19% | Q3 2026 | Oct 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 442 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 419 | 6 | 0.0% | — | 169 | +419 | New | Q3 2026 | Oct 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 409 | 6 | 0.0% | 0.0% | 167 | +29 | 7.63% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | Added to | 438 | 6 | 0.0% | 0.0% | 166 | +20 | 4.78% | Q3 2026 | Nov 06, 2026 |
| UMB Bank, n.a. | History | No change | 413 | 6 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| James T. Borello RIA | History | No change | 391 | 6 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BESSEMER GROUP INC | History | Added to | 290 | 5 | 0.0% | 0.0% | 170 | +20 | 7.41% | Q3 2026 | Nov 09, 2026 |
| Manchester Capital Management LLC | History | No change | 367 | 5 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 295 | 4 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 291 | 4 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 219 | 3 | 0.0% | — | 175 | +181 | 476.32% | Q3 2026 | Nov 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 192 | 3 | 0.0% | 0.0% | 180 | +65 | 51.18% | Q3 2026 | Oct 29, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 204 | 3 | 0.0% | 0.0% | 177 | +24 | 13.33% | Q3 2026 | Nov 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 229 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 158 | 3 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 204 | 3 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 249 | 3 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| West Financial Advisors, LLC | History | New | 148 | 2 | 0.0% | — | 185 | +148 | New | Q3 2026 | Oct 22, 2026 |
| True Wealth Design, LLC | History | Added to | 178 | 2 | 0.0% | 0.0% | 183 | +43 | 31.85% | Q3 2026 | Oct 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 161 | 2 | 0.0% | 0.0% | 184 | -11 | -6.4% | Q3 2026 | Oct 07, 2026 |
| IMA Advisory Services, Inc. | History | No change | 176 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 135 | 2 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ascentis Wealth Management, LLC | History | New | 103 | 1 | 0.0% | — | 200 | +103 | New | Q3 2026 | Nov 03, 2026 |
| Geneos Wealth Management Inc. | History | New | 92 | 1 | 0.0% | — | 198 | +92 | New | Q3 2026 | Nov 09, 2026 |
| Breakwater Investment Management | History | New | 67 | 1 | 0.0% | — | 199 | +67 | New | Q3 2026 | Oct 20, 2026 |
| Jacobi Capital Management LLC | History | New | 63 | 1 | 0.0% | — | 197 | +63 | New | Q3 2026 | Nov 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 122 | 1 | 0.0% | 0.0% | 191 | -3 | -2.4% | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 85 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 101 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 86 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 66 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 96 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arlington Trust Co LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| American Capital Advisory, LLC | History | No change | 82 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 75 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Cornerstone Financial Management LLC | History | No change | 118 | 1 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Essential Partners LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Formidable Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,929 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,903 | -100.0% | Q3 2026 | Nov 03, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,514 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -982 | -100.0% | Q3 2026 | Nov 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -252 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q3 2026 | Oct 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q3 2026 | Nov 04, 2026 |
| UMB Private Wealth Management, LLC | History | New | 51 | 0 | — | — | — | +51 | New | Q3 2026 | Oct 19, 2026 |
| Planning Strategies Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Oct 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 60 | 0 | — | — | — | +21 | 53.85% | Q3 2026 | Nov 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 20, 2026 |
| Monetary Solutions, Ltd | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q3 2026 | Oct 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WHITTIER TRUST CO | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Key FInancial Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SHP Wealth Management | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LRI Investments, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kilter Group LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MidFirst Bank | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Burk Holdings LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Highland Investment Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| BFC Planning, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |