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 | Added to | 4,832,707 | 76,791 | 0.0% | 0.0% | 1 | +833,894 | 20.85% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,831,013 | 44,984 | 0.0% | 0.0% | 2 | +147,778 | 5.51% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,516,608 | 39,988 | 0.0% | 0.0% | 3 | +104,461 | 4.33% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 1,373,260 | 21,821 | 0.08% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,012,867 | 16,094 | 0.0% | 0.0% | 5 | +2,720 | 0.27% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Reduced | 834,389 | 13,258 | 0.0% | 0.0% | 6 | -248,965 | -22.98% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 816,368 | 12,972 | 0.0% | 0.0% | 7 | +21,908 | 2.76% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 675,775 | 10,738 | 0.02% | 0.01% | 8 | +333,458 | 97.41% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 663,777 | 10,547 | 0.0% | 0.0% | 9 | +136,513 | 25.89% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 644,378 | 10,239 | 0.01% | 0.01% | 10 | +131,524 | 25.65% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 587,977 | 9,342 | 0.0% | 0.0% | 11 | +103,663 | 21.4% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 513,204 | 8,154 | 0.0% | 0.01% | 12 | -1,132,257 | -68.81% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 490,355 | 7,791 | 0.0% | 0.0% | 13 | +56,170 | 12.94% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 467,571 | 7,429 | 0.01% | 0.01% | 14 | +158,437 | 51.25% | Q2 2026 | Aug 14, 2026 |
| 13D Management LLC | History | No change | 458,338 | 7,282 | 10.21% | 9.33% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 454,127 | 7,216 | 0.29% | 0.2% | 16 | +84,385 | 22.82% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 542,055 | 7,117 | 0.0% | 0.0% | 17 | -2,093 | -0.38% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 384,989 | 6,117 | 0.0% | 0.0% | 18 | +119,339 | 44.92% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 308,966 | 4,909 | 0.0% | 0.0% | 19 | -305,960 | -49.76% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 295,130 | 4,689 | 0.0% | 0.0% | 20 | +215,661 | 271.38% | Q2 2026 | Aug 13, 2026 |
| ABC ARBITRAGE SA | History | Added to | 281,169 | 4,467 | 0.48% | 0.39% | 21 | +56,169 | 24.96% | Q2 2026 | Jul 20, 2026 |
| HRT FINANCIAL LP | History | Added to | 230,275 | 3,659 | 0.01% | 0.0% | 22 | +81,589 | 54.87% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 226,746 | 3,602 | 0.01% | 0.01% | 23 | +86,535 | 61.72% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 224,809 | 3,572 | 0.03% | 0.02% | 24 | +47,023 | 26.45% | Q2 2026 | Sep 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 219,863 | 3,493 | 0.09% | 0.05% | 25 | +66,435 | 43.3% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 214,774 | 3,412 | 0.0% | 0.01% | 26 | -614,157 | -74.09% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 197,219 | 3,133 | 0.0% | 0.0% | 27 | +22,336 | 12.77% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 168,254 | 2,673 | 0.0% | 0.0% | 28 | -4,901 | -2.83% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 158,721 | 2,522 | 0.01% | 0.01% | 29 | +30,085 | 23.39% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 158,202 | 2,513 | 0.0% | 0.0% | 30 | +15,870 | 11.15% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 151,566 | 2,408 | 0.0% | 0.0% | 31 | +32,224 | 27.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 148,238 | 2,355 | 0.12% | 0.11% | 32 | +6,172 | 4.34% | Q2 2026 | Aug 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 147,482 | 2,343 | 0.0% | 0.0% | 33 | +85,104 | 136.43% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 140,339 | 2,229 | 0.0% | 0.0% | 34 | +3,641 | 2.66% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 139,170 | 2,211 | 0.03% | 0.03% | 35 | -140 | -0.1% | Q2 2026 | Jul 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 132,856 | 2,111 | 0.02% | 0.01% | 36 | +20,235 | 17.97% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Added to | 124,608 | 1,980 | 0.0% | 0.0% | 37 | +62,304 | 100.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 112,721 | 1,791 | 0.02% | 0.03% | 38 | -28,209 | -20.02% | Q2 2026 | Jul 29, 2026 |
| Nuveen, LLC | History | New | 107,879 | 1,714 | 0.0% | — | 39 | +107,879 | New | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 102,397 | 1,627 | 0.0% | 0.0% | 40 | +16,013 | 18.54% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 91,642 | 1,428 | 0.0% | 0.0% | 41 | -17,161 | -15.77% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 80,281 | 1,275 | 0.0% | 0.0% | 42 | +8,994 | 12.62% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 79,604 | 1,264 | 0.0% | 0.0% | 43 | +2,120 | 2.74% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 75,835 | 1,205 | 0.02% | 0.02% | 44 | -7,981 | -9.52% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 73,671 | 1,170 | 0.0% | 0.0% | 45 | +11,365 | 18.24% | Q2 2026 | Aug 19, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 71,671 | 1,138 | 0.01% | — | 46 | +71,671 | New | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 69,610 | 1,106 | 0.02% | 0.0% | 47 | +46,051 | 195.47% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 62,075 | 986 | 0.0% | 0.0% | 48 | +5,695 | 10.1% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | Added to | 59,204 | 940 | 0.04% | 0.01% | 49 | +45,763 | 340.47% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 56,277 | 894 | 0.0% | 0.0% | 50 | -1,029 | -1.8% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 54,046 | 858 | 0.01% | 0.01% | 51 | -3,992 | -6.88% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 52,601 | 836 | 0.01% | 0.01% | 52 | +18,655 | 54.95% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Reduced | 50,742 | 806 | 0.0% | 0.0% | 53 | -872 | -1.69% | Q2 2026 | Aug 27, 2026 |
| Brooklyn Investment Group | History | No change | 60,332 | 792 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 49,462 | 785 | 0.02% | 0.02% | 55 | +309 | 0.63% | Q2 2026 | Aug 14, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 48,853 | 776 | 0.08% | 0.08% | 56 | -20,493 | -29.55% | Q2 2026 | Jul 22, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 46,222 | 734 | 0.07% | 0.08% | 57 | -13,902 | -23.12% | Q2 2026 | Aug 04, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 45,260 | 719 | 0.36% | 0.11% | 58 | +6,535 | 16.88% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 43,329 | 688 | 0.01% | 0.0% | 59 | +5,102 | 13.35% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Reduced | 42,133 | 669 | 0.01% | 0.01% | 60 | -31,766 | -42.99% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 41,459 | 658 | 0.0% | 0.0% | 61 | +628 | 1.54% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 40,867 | 649 | 0.0% | 0.0% | 62 | +1,334 | 3.37% | Q2 2026 | Jul 17, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 40,355 | 641 | 0.03% | 0.03% | 63 | +943 | 2.39% | Q2 2026 | Jul 16, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 37,437 | 594 | 0.0% | — | 64 | +37,437 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 35,780 | 568 | 0.0% | 0.0% | 65 | -11,463 | -24.26% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Reduced | 35,504 | 564 | 0.01% | 0.01% | 66 | -2,722 | -7.12% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,700 | 551 | 0.0% | 0.0% | 67 | +11,352 | 48.62% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 32,849 | 521 | 0.0% | 0.0% | 68 | -3,621 | -9.93% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,909 | 506 | 0.0% | 0.0% | 69 | +6,194 | 24.09% | Q2 2026 | Sep 23, 2026 |
| Focus Partners Wealth | History | Added to | 30,521 | 485 | 0.0% | 0.0% | 70 | +13,596 | 80.33% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 30,087 | 478 | 0.01% | 0.01% | 71 | +2,096 | 7.49% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 28,349 | 450 | 0.0% | 0.0% | 72 | -34,697 | -55.03% | Q2 2026 | Sep 02, 2026 |
| SYON CAPITAL LLC | History | Added to | 28,322 | 450 | 0.02% | 0.02% | 73 | +3,654 | 14.81% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | New | 27,482 | 436 | 0.01% | — | 74 | +27,482 | New | Q2 2026 | Jul 15, 2026 |
| Cordatus Wealth Management LLC | History | New | 27,482 | 436 | 0.1% | — | 75 | +27,482 | New | Q2 2026 | Jul 29, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 27,251 | 433 | 0.0% | 0.0% | 76 | +13,683 | 100.85% | Q2 2026 | Aug 10, 2026 |
| Tidal Investments LLC | History | Added to | 27,102 | 430 | 0.0% | 0.0% | 77 | +620 | 2.34% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 26,922 | 427 | 0.0% | 0.0% | 78 | +6,897 | 34.44% | Q2 2026 | Aug 06, 2026 |
| Ballentine Partners, LLC | History | Added to | 26,819 | 426 | 0.01% | 0.0% | 79 | +3,241 | 13.75% | Q2 2026 | Jul 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 26,872 | 426 | 0.05% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 26,544 | 421 | 0.0% | 0.0% | 81 | +16,347 | 160.31% | Q2 2026 | Aug 10, 2026 |
| Entropy Technologies, LP | History | Reduced | 24,784 | 393 | 0.02% | 0.02% | 82 | -6,567 | -20.95% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | New | 25,507 | 387 | 0.0% | — | 83 | +25,507 | New | Q2 2026 | Aug 10, 2026 |
| WINTON GROUP Ltd | History | Added to | 24,200 | 384 | 0.01% | 0.01% | 84 | +7,500 | 44.91% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | New | 23,898 | 379 | 0.0% | — | 85 | +23,898 | New | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 23,346 | 370 | 0.0% | 0.0% | 86 | +4,975 | 27.08% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 22,540 | 358 | 0.0% | 0.0% | 87 | +6,004 | 36.31% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 21,252 | 337 | 0.03% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 21,176 | 336 | 0.03% | 0.02% | 89 | +9,275 | 77.93% | Q2 2026 | Jul 02, 2026 |
| Keebeck Wealth Management | History | Added to | 21,205 | 336 | 0.03% | 0.02% | 90 | +7,147 | 50.84% | Q2 2026 | Aug 11, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 20,929 | 332 | 0.05% | 0.04% | 91 | -654 | -3.03% | Q2 2026 | Jul 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 20,809 | 330 | 0.0% | 0.0% | 92 | +3,586 | 20.82% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 20,654 | 328 | 0.0% | 0.0% | 93 | -3,125 | -13.14% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,037 | 318 | 0.0% | 0.0% | 94 | +4,240 | 26.84% | Q2 2026 | Jul 28, 2026 |
| FCA CORP /TX | History | No change | 20,000 | 317 | 0.08% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Johnson Financial Group, LLC | History | Added to | 19,903 | 316 | 0.02% | 0.01% | 96 | +7,899 | 65.8% | Q2 2026 | Aug 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 19,618 | 311 | 0.0% | 0.0% | 97 | +8,016 | 69.09% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 19,400 | 308 | 0.0% | 0.0% | 98 | +600 | 3.19% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 19,015 | 302 | 0.0% | 0.0% | 99 | +7,835 | 70.08% | Q2 2026 | Jul 28, 2026 |
| Joel Isaacson & Co., LLC | History | New | 18,979 | 301 | 0.01% | — | 100 | +18,979 | New | Q2 2026 | Aug 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 17,617 | 279 | 0.0% | 0.0% | 101 | +1,414 | 8.73% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 17,379 | 276 | 0.0% | 0.0% | 102 | -217 | -1.23% | Q2 2026 | Aug 07, 2026 |
| Caprock Group, LLC | History | Added to | 17,234 | 273 | 0.01% | 0.0% | 103 | +2,202 | 14.65% | Q2 2026 | Jul 27, 2026 |
| Great Waters Wealth Management | History | No change | 16,800 | 266 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 16,700 | 265 | 0.0% | 0.0% | 105 | +735 | 4.6% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 16,494 | 262 | 0.0% | 0.0% | 106 | +3,213 | 24.19% | Q2 2026 | Jul 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 16,001 | 254 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 15,678 | 249 | 0.0% | 0.0% | 108 | -2,285 | -12.72% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Added to | 15,254 | 242 | 0.0% | 0.0% | 109 | +79 | 0.52% | Q2 2026 | Aug 04, 2026 |
| MATHER GROUP, LLC. | History | No change | 14,745 | 234 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crane Advisory, LLC | History | No change | 13,705 | 231 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bridgewater Advisors Inc. | History | New | 13,709 | 229 | 0.01% | — | 112 | +13,709 | New | Q2 2026 | Aug 05, 2026 |
| Promethos Capital, LLC | History | New | 14,380 | 228 | 0.06% | — | 113 | +14,380 | New | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 13,875 | 220 | 0.0% | 0.0% | 114 | -10,123 | -42.18% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,032 | 218 | 0.0% | 0.0% | 115 | +9,482 | 208.4% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | Reduced | 13,615 | 216 | 0.0% | 0.0% | 116 | -4,826 | -26.17% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | New | 13,514 | 214 | 0.0% | — | 117 | +13,514 | New | Q2 2026 | Aug 07, 2026 |
| Ellevest, Inc. | History | Reduced | 13,451 | 213 | 0.03% | 0.03% | 118 | -1,769 | -11.62% | Q2 2026 | Aug 10, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 13,403 | 212 | 0.07% | 0.06% | 119 | +3,167 | 30.94% | Q2 2026 | Aug 04, 2026 |
| Genus Capital Management Inc. | History | New | 13,260 | 210 | 0.02% | — | 120 | +13,260 | New | Q2 2026 | Jul 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 12,564 | 208 | 0.0% | 0.0% | 122 | +1,013 | 8.77% | Q2 2026 | Aug 13, 2026 |
| First Affirmative Financial Network | History | No change | 15,901 | 208 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 12,694 | 201 | 0.01% | 0.01% | 123 | +1,017 | 8.71% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,533 | 199 | 0.0% | 0.0% | 124 | +2,694 | 27.38% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 12,363 | 196 | 0.0% | 0.0% | 125 | +94 | 0.77% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 12,259 | 194 | 0.0% | 0.0% | 126 | +1,287 | 11.73% | Q2 2026 | Aug 11, 2026 |
| Callan Family Office, LLC | History | Reduced | 11,890 | 188 | 0.0% | 0.0% | 128 | -1,136 | -8.72% | Q2 2026 | Aug 11, 2026 |
| Calydon Capital | History | No change | 11,894 | 188 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 10,701 | 170 | 0.0% | — | 129 | +10,701 | New | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | New | 10,546 | 167 | 0.0% | — | 130 | +10,546 | New | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 9,364 | 148 | 0.03% | 0.02% | 131 | +282 | 3.11% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 8,880 | 141 | 0.01% | 0.0% | 132 | +2,727 | 44.32% | Q2 2026 | Jul 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,082 | 128 | 0.0% | 0.01% | 133 | -5,268 | -39.46% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 7,459 | 118 | 0.01% | 0.01% | 134 | +220 | 3.04% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 7,502 | 116 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,515 | 104 | 0.0% | 0.0% | 136 | +902 | 16.07% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,418 | 101 | 0.0% | 0.0% | 137 | +2,520 | 64.65% | Q2 2026 | Jul 17, 2026 |
| Hilltop National Bank | History | No change | 5,585 | 88 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,116 | 81 | 0.0% | 0.0% | 139 | +2,416 | 89.48% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,869 | 61 | 0.0% | 0.0% | 140 | -172 | -4.26% | Q2 2026 | Jul 21, 2026 |
| Cromwell Holdings LLC | History | No change | 3,761 | 59 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,635 | 57 | 0.0% | 0.0% | 142 | -509 | -12.28% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 3,086 | 49 | 0.0% | — | 143 | +3,086 | New | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 3,106 | 40 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 2,382 | 37 | 0.0% | 0.0% | 145 | +1,290 | 118.13% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,974 | 31 | 0.0% | 0.0% | 146 | +403 | 25.65% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,934 | 30 | 0.0% | 0.0% | 147 | +241 | 14.24% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 1,841 | 29 | 0.0% | — | 148 | +1,767 | 2387.84% | Q2 2026 | Aug 10, 2026 |
| WealthCollab, LLC | History | Reduced | 1,653 | 26 | 0.01% | 0.01% | 150 | -89 | -5.11% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,694 | 26 | 0.0% | 0.0% | 149 | +72 | 4.44% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Added to | 1,568 | 24 | 0.0% | 0.0% | 151 | +388 | 32.88% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | Added to | 1,166 | 18 | 0.0% | 0.0% | 152 | +169 | 16.95% | Q2 2026 | Aug 03, 2026 |
| Addison Advisors LLC | History | Reduced | 1,100 | 17 | 0.01% | 0.02% | 153 | -5,532 | -83.41% | Q2 2026 | Aug 10, 2026 |
| Park Place Capital Corp | History | Added to | 982 | 15 | 0.0% | 0.0% | 154 | +284 | 40.69% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 767 | 12 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 725 | 11 | 0.01% | — | 157 | +725 | New | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 741 | 11 | 0.0% | 0.0% | 156 | +11 | 1.51% | Q2 2026 | Jul 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 651 | 10 | 0.0% | 0.0% | 158 | +94 | 16.88% | Q2 2026 | Aug 04, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 605 | 9 | 0.0% | 0.0% | 161 | +393 | 185.38% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 607 | 9 | 0.0% | 0.0% | 159 | -35 | -5.45% | Q2 2026 | Aug 12, 2026 |
| Ares Financial Consulting, LLC | History | No change | 568 | 9 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bell Investment Advisors, Inc | History | No change | 540 | 8 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 464 | 7 | 0.0% | — | 164 | +464 | New | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 442 | 7 | 0.0% | 0.0% | 163 | +50 | 12.76% | Q2 2026 | Sep 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 380 | 6 | 0.0% | 0.0% | 167 | +61 | 19.12% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | Reduced | 418 | 6 | 0.0% | 0.0% | 166 | -1 | -0.24% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 413 | 6 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 367 | 5 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 291 | 4 | 0.0% | — | 172 | +291 | New | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 295 | 4 | 0.0% | — | 171 | +289 | 4816.67% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 270 | 4 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 252 | 4 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 229 | 3 | 0.0% | — | 173 | +212 | 1247.06% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | Added to | 158 | 3 | 0.0% | 0.0% | 174 | +16 | 11.27% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 204 | 3 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 249 | 3 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIMPLEX TRADING, LLC | History | New | 180 | 2 | 0.0% | — | 182 | +180 | New | Q2 2026 | Aug 12, 2026 |
| First Command Advisory Services, Inc. | History | New | 129 | 2 | 0.0% | — | 183 | +129 | New | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 176 | 2 | 0.0% | 0.0% | 177 | +57 | 47.9% | Q2 2026 | Aug 10, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 172 | 2 | 0.0% | 0.0% | 180 | +29 | 20.28% | Q2 2026 | Jul 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 127 | 2 | 0.0% | 0.0% | 181 | +15 | 13.39% | Q2 2026 | Jul 30, 2026 |
| True Wealth Design, LLC | History | Added to | 135 | 2 | 0.0% | 0.0% | 179 | +8 | 6.3% | Q2 2026 | Jul 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 135 | 2 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 125 | 1 | 0.0% | 0.0% | 189 | -1,500 | -92.31% | Q2 2026 | Jul 22, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 101 | 1 | 0.0% | — | 185 | +84 | 494.12% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 66 | 1 | 0.0% | — | 195 | +66 | New | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 80 | 1 | 0.0% | — | 188 | +27 | 50.94% | Q2 2026 | Jul 29, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 75 | 1 | 0.0% | — | 192 | +9 | 13.64% | Q2 2026 | Aug 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 85 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 86 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CVA Family Office, LLC | History | No change | 96 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arlington Trust Co LLC | History | No change | 72 | 1 | 0.0% | — | 190 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| American Capital Advisory, LLC | History | No change | 82 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Financial Management LLC | History | No change | 118 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Essential Partners LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -160,725 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115,179 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,653 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lester Murray Antman dba SimplyRich | History | Closed out | 0 | 0 | — | 0.12% | — | -35,692 | -100.0% | Q2 2026 | Jul 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,400 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,388 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -12,346 | -100.0% | Q2 2026 | Jul 21, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,115 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -996 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -388 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -307 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 39 | 0 | — | — | — | +38 | 3800.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | Added to | 37 | 0 | — | — | — | +36 | 3600.0% | Q2 2026 | Aug 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 35 | 0 | — | — | — | +35 | New | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | Added to | 45 | 0 | — | — | — | +14 | 45.16% | Q2 2026 | Jul 24, 2026 |
| Stone House Investment Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 05, 2026 |
| Highland Investment Advisors LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 21 | 0 | — | — | — | -9 | -30.0% | Q2 2026 | Aug 04, 2026 |
| LRI Investments, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Jul 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Jul 29, 2026 |
| WHITTIER TRUST CO | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 27, 2026 |
| Monetary Solutions, Ltd | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key FInancial Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 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% | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |