REPUBLIC BANCORP INC /KY/ - RBCAA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
DIMENSIONAL FUND ADVISORS LP History Added to 933,059 84,376 0.02% 0.01% 1 +4,692 0.51% Q2 2026 Aug 11, 2026
BlackRock, Inc. History Added to 790,340 71,470 0.0% 0.0% 2 +31,419 4.14% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 628,312 56,818 0.0% 0.0% 3 +246,576 64.59% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 397,375 35,934 0.02% 0.01% 4 +95,081 31.45% Q2 2026 Aug 12, 2026
MORGAN STANLEY History Reduced 342,254 30,950 0.0% 0.0% 5 -7,789 -2.23% Q2 2026 Aug 13, 2026
STATE STREET CORP History Added to 336,448 30,557 0.0% 0.0% 6 +75,176 28.77% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 252,432 22,831 0.0% 0.0% 7 +10,686 4.42% Q2 2026 Aug 12, 2026
GENDELL JEFFREY L History No change 142,916 12,923 0.11% 0.14% 8 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 131,458 11,887 0.21% 0.18% 9 +3,850 3.02% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 114,638 10,366 0.01% 0.0% 10 +58,253 103.31% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 111,836 10,113 0.0% 0.0% 11 +6,845 6.52% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History Added to 84,681 7,657 0.0% 0.0% 12 +4,092 5.08% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History Added to 82,096 7,423 0.04% 0.04% 13 +3,850 4.92% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Added to 76,059 6,878 0.0% 0.0% 14 +591 0.78% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 75,684 6,844 0.0% 0.0% 15 +1,337 1.8% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 69,148 6,253 0.0% 0.0% 16 +10,992 18.9% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History Added to 60,752 5,493 0.0% 0.0% 17 +36,940 155.13% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History Reduced 58,094 5,253 0.0% 0.0% 18 -3,267 -5.32% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 49,100 4,440 0.01% 0.01% 19 +2,800 6.05% Q2 2026 Aug 13, 2026
Inspire Advisors, LLC History Added to 39,213 3,569 0.25% 0.22% 20 +72 0.18% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 39,346 3,558 0.08% 0.07% 21 -100 -0.25% Q2 2026 Jul 17, 2026
Glenview Trust Co History No change 34,076 3,081 0.04% 0.04% 22 0 0.0% Q2 2026 Aug 18, 2026
CM Management, LLC History No change 32,000 2,893 1.84% 1.89% 23 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 27,808 2,514 0.0% 0.0% 24 +5,778 26.23% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 24,845 2,246 0.0% 0.0% 25 +1,132 4.77% Q2 2026 Aug 19, 2026
Formidable Asset Management, LLC History Added to 31,162 2,198 0.35% 0.33% 26 +190 0.61% Q2 2026 Jul 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 23,291 2,106 0.0% 0.0% 27 +589 2.59% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Added to 22,520 2,069 0.0% 0.0% 28 +4,924 27.98% Q2 2026 Aug 12, 2026
GUIDANCE CAPITAL, INC History Reduced 19,893 1,836 0.39% 0.36% 29 -861 -4.15% Q2 2026 Jul 20, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 18,808 1,700 0.04% 0.03% 30 -701 -3.59% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 18,423 1,665 0.0% 0.0% 31 +2,388 14.89% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History Added to 18,254 1,650 0.0% 0.0% 32 +4,675 34.43% Q2 2026 Aug 13, 2026
UBS Group AG History Added to 17,655 1,596 0.0% 0.0% 33 +4,820 37.55% Q2 2026 Aug 13, 2026
Cerity Partners LLC History Added to 17,642 1,595 0.0% 0.0% 34 +586 3.44% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 17,568 1,588 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 11, 2026
Swiss National Bank History Added to 17,500 1,582 0.0% 0.0% 36 +300 1.74% Q2 2026 Aug 11, 2026
Garton & Associates Financial Advisors LLC History Reduced 15,563 1,407 3.18% 0.93% 37 -490 -3.05% Q2 2026 Aug 11, 2026
Wealth Dimensions Group, Ltd. History Added to 15,425 1,394 0.25% 0.21% 38 +104 0.68% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 15,201 1,374 0.0% 0.0% 39 +1 0.01% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 14,577 1,318 0.0% 0.0% 40 -233 -1.57% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History New 13,830 1,250 0.0% — 41 +13,830 New Q2 2026 Aug 14, 2026
Creative Planning History Added to 12,199 1,103 0.0% 0.0% 42 +2,179 21.75% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History Added to 12,072 1,091 0.0% 0.0% 43 +7,265 151.13% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 11,976 1,082 0.0% 0.0% 44 -43,609 -78.45% Q2 2026 Aug 14, 2026
Invesco Ltd. History Added to 11,887 1,074 0.0% 0.0% 45 +117 0.99% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Added to 11,840 1,070 0.0% 0.0% 46 +528 4.67% Q2 2026 Aug 11, 2026
Trexquant Investment LP History Added to 11,591 1,048 0.01% 0.0% 47 +4,752 69.48% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 11,181 1,011 0.0% 0.0% 48 +4,954 79.56% Q2 2026 Aug 03, 2026
KLP KAPITALFORVALTNING AS History No change 11,000 999 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History Added to 10,991 993 0.0% 0.0% 50 +18 0.16% Q2 2026 Aug 11, 2026
XTX Topco Ltd History Added to 9,647 872 0.01% 0.01% 51 +1,762 22.35% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History Added to 9,383 848 0.0% 0.0% 52 +26 0.28% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 8,808 796 0.0% 0.0% 53 +911 11.54% Q2 2026 Aug 24, 2026
DEUTSCHE BANK AG\ History Added to 8,592 776 0.0% 0.0% 54 +2,106 32.47% Q2 2026 Aug 07, 2026
GSA CAPITAL PARTNERS LLP History Added to 8,537 772 0.05% 0.02% 55 +4,660 120.2% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History Added to 10,320 728 0.0% 0.0% 56 +2,760 36.51% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History Added to 7,653 692 0.03% 0.04% 57 +262 3.54% Q2 2026 Aug 12, 2026
ALPS ADVISORS INC History Added to 7,322 662 0.0% 0.0% 58 +90 1.24% Q2 2026 Jul 29, 2026
Advisory Services Network, LLC History Added to 7,325 662 0.01% 0.01% 59 +2 0.03% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History Reduced 7,225 653 0.0% 0.0% 60 -108 -1.47% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 7,159 647 0.0% 0.0% 61 -385 -5.1% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 6,989 633 0.0% 0.0% 62 +1,214 21.02% Q2 2026 Aug 14, 2026
Focus Partners Wealth History Added to 6,928 629 0.0% 0.0% 63 +1,078 18.43% Q2 2026 Aug 12, 2026
Legal & General Group Plc History Added to 6,946 628 0.0% 0.0% 64 +944 15.73% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 6,184 559 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 5,961 539 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History Added to 5,920 535 0.0% 0.0% 67 +2,286 62.91% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 5,613 507 0.0% 0.0% 68 +2,268 67.8% Q2 2026 Aug 13, 2026
STOCK YARDS BANK & TRUST CO History Reduced 5,558 502 0.01% 0.01% 69 -375 -6.32% Q2 2026 Aug 19, 2026
BARCLAYS PLC History Added to 5,394 487 0.0% 0.0% 70 +1,826 51.18% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Reduced 5,375 486 0.0% 0.0% 71 -75 -1.38% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 5,317 480 0.0% 0.0% 72 -2,821 -34.66% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History New 5,300 479 0.01% — 73 +5,300 New Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History New 5,261 475 0.0% — 74 +5,261 New Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 5,150 465 0.01% — 75 +5,150 New Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 5,112 462 0.01% 0.01% 76 +668 15.03% Q2 2026 Jul 14, 2026
MetLife Investment Management, LLC History Added to 5,004 452 0.0% 0.0% 77 +182 3.77% Q2 2026 Aug 13, 2026
Crew Capital Management, Ltd History Reduced 4,945 447 0.24% 0.26% 78 -554 -10.07% Q2 2026 Aug 03, 2026
SG Americas Securities, LLC History Added to 4,845 438 0.0% 0.0% 79 +2,454 102.63% Q2 2026 Aug 07, 2026
Voleon Capital Management LP History Reduced 4,750 429 0.01% 0.02% 80 -6,363 -57.26% Q2 2026 Aug 14, 2026
Eddie Patel Inc History New 4,678 423 0.25% — 81 +4,678 New Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 4,645 420 0.0% 0.0% 82 -121 -2.54% Q2 2026 Sep 09, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 4,500 406 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Added to 4,478 404 0.0% 0.0% 84 +3,780 541.55% Q2 2026 Aug 06, 2026
Jupiter Topco LLC History New 4,448 402 0.0% — 85 +4,448 New Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Reduced 4,347 393 0.01% 0.01% 86 -203 -4.46% Q2 2026 Jul 08, 2026
Entropy Technologies, LP History New 4,300 388 0.02% — 87 +4,300 New Q2 2026 Aug 13, 2026
ALLSTATE CORP History New 4,160 376 0.0% — 88 +4,160 New Q2 2026 Aug 13, 2026
STRS OHIO History No change 4,100 370 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 30, 2026
Allspring Global Investments Holdings, LLC History Added to 3,863 358 0.0% 0.0% 90 +148 3.98% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 3,939 356 0.0% 0.0% 91 +1 0.03% Q2 2026 Aug 14, 2026
Pillar Financial Advisors, LLC History No change 3,944 356 0.19% 0.16% 92 0 0.0% Q2 2026 Jul 24, 2026
Vanguard Global Advisers, LLC History No change 3,902 352 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,807 344 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 10, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 3,771 341 0.03% — 95 +3,771 New Q2 2026 Jul 31, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 3,672 332 0.0% 0.0% 97 -5,159 -58.42% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History Added to 3,666 332 0.0% 0.0% 96 +265 7.79% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History Added to 3,517 318 0.01% 0.0% 98 +3,497 17485.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 3,486 315 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 07, 2026
JANUS HENDERSON GROUP PLC History No change 4,448 314 0.0% 0.0% 100 0 0.0% Q1 2026 May 18, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 3,472 313 0.0% 0.0% 101 -7,500 -68.36% Q2 2026 Jul 29, 2026
STIFEL FINANCIAL CORP History New 3,414 308 0.0% — 102 +3,414 New Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 3,360 303 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
INCEPTIONR LLC History New 3,252 294 0.07% — 104 +3,252 New Q2 2026 Aug 10, 2026
Ethic Inc. History New 3,224 291 0.0% — 105 +3,224 New Q2 2026 Jul 29, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 3,171 286 0.0% 0.0% 106 -716 -18.42% Q2 2026 Aug 14, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 3,072 277 0.03% 0.03% 107 +12 0.39% Q2 2026 Jul 31, 2026
Apollon Wealth Management, LLC History No change 3,019 273 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 22, 2026
BARLOW WEALTH PARTNERS, LLC History No change 3,045 267 0.03% 0.03% 109 0 0.0% Q2 2026 Jul 14, 2026
RAYMOND JAMES FINANCIAL INC History New 2,899 262 0.0% — 110 +2,899 New Q2 2026 Aug 14, 2026
PARTHENON LLC History New 2,550 230 0.02% — 111 +2,550 New Q2 2026 Jul 23, 2026
Schonfeld Strategic Advisors LLC History New 2,549 230 0.0% — 112 +2,549 New Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 2,538 229 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 23, 2026
CITADEL ADVISORS LLC History Reduced 2,517 227 0.0% 0.0% 114 -5,079 -66.86% Q2 2026 Sep 02, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History New 2,457 222 0.1% — 115 +2,457 New Q2 2026 Aug 10, 2026
Arizona State Retirement System History New 2,409 217 0.0% — 116 +2,409 New Q2 2026 Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History New 2,381 215 0.0% — 117 +2,381 New Q2 2026 Aug 10, 2026
Cornerstone Investment Partners, LLC History New 2,282 206 0.01% — 118 +2,282 New Q2 2026 Aug 07, 2026
Harborfront Financial Group LLC History New 2,127 192 0.72% — 119 +2,127 New Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History Added to 1,856 167 0.0% 0.0% 120 +1,432 337.74% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 1,757 158 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History New 1,723 155 0.01% — 122 +1,723 New Q2 2026 Aug 12, 2026
FMR LLC History Added to 1,395 126 0.0% 0.0% 123 +153 12.32% Q2 2026 Aug 13, 2026
Gleason Group, Inc. History Added to 1,170 105 0.01% — 124 +1,169 116900.0% Q2 2026 Jul 13, 2026
Quent Capital, LLC History No change 1,011 91 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 07, 2026
VESTOR CAPITAL, LLC History Reduced 122 88 0.01% 0.03% 126 -5,472 -97.82% Q2 2026 Jul 28, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 965 87 0.0% 0.0% 127 -8,091 -89.34% Q2 2026 Aug 13, 2026
Independence Bank of Kentucky History No change 925 83 0.01% 0.01% 128 0 0.0% Q2 2026 Jul 13, 2026
Ameritas Investment Partners, Inc. History No change 700 63 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History No change 700 63 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 20, 2026
Tower Research Capital LLC (TRC) History Reduced 649 58 0.0% 0.0% 131 -1,550 -70.49% Q2 2026 Aug 11, 2026
CWM, LLC History No change 773 54 0.0% 0.0% 132 0 0.0% Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 446 40 0.0% — 133 +432 3085.71% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History No change 324 29 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 02, 2026
GAMMA Investing LLC History Added to 270 24 0.0% 0.0% 135 +3 1.12% Q2 2026 Jul 07, 2026
US BANCORP \DE\ History Added to 212 19 0.0% 0.0% 136 +16 8.16% Q2 2026 Aug 12, 2026
Nykredit A/S History New 180 16 0.0% — 137 +180 New Q2 2026 Sep 08, 2026
Sterling Capital Management LLC History Reduced 172 15 0.0% 0.0% 138 -107 -38.35% Q2 2026 Jul 28, 2026
MCF Advisors LLC History Reduced 106 9 0.0% 0.01% 139 -4,000 -97.42% Q2 2026 Aug 12, 2026
Arax Advisory Partners History New 79 7 0.0% — 140 +79 New Q2 2026 Aug 10, 2026
Optiver Holding B.V. History Added to 66 5 0.0% 0.0% 141 +8 13.79% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 37 3 0.0% 0.0% 142 -5 -11.9% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History Reduced 33 2 0.0% 0.0% 145 -12 -26.67% Q2 2026 Jul 24, 2026
Essential Partners LLC History Added to 33 2 0.0% 0.0% 146 +8 32.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History No change 25 2 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 02, 2026
Parallel Advisors, LLC History No change 29 2 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 05, 2026
SJS Investment Consulting Inc. History New 12 1 0.0% — 149 +12 New Q2 2026 Jul 22, 2026
Quarry LP History New 12 1 0.0% — 150 +12 New Q2 2026 Aug 14, 2026
Covestor Ltd History Added to 13 1 0.0% 0.0% 148 +3 30.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History Added to 12 1 0.0% — 147 +1 9.09% Q2 2026 Jul 06, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -48,798 -100.0% Q2 2026 Aug 14, 2026
DENALI ADVISORS LLC History Closed out 0 0 — 0.18% — -23,000 -100.0% Q2 2026 Aug 10, 2026
Squarepoint Ops LLC History Closed out 0 0 — 0.0% — -14,195 -100.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Closed out 0 0 — 0.0% — -13,721 -100.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.02% — -13,549 -100.0% Q2 2026 Jul 13, 2026
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -10,016 -100.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History Closed out 0 0 — 0.01% — -9,847 -100.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 — 0.0% — -8,403 -100.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Closed out 0 0 — 0.0% — -5,494 -100.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History Closed out 0 0 — 0.0% — -4,712 -100.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 — 0.0% — -2,205 -100.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Closed out 0 0 — 0.0% — -2,000 -100.0% Q2 2026 Aug 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Closed out 0 0 — 0.0% — -759 -100.0% Q2 2026 Jul 23, 2026
State of Wyoming History Closed out 0 0 — 0.0% — -239 -100.0% Q2 2026 Aug 06, 2026
Root Financial Partners, LLC History Closed out 0 0 — — — -13 -100.0% Q2 2026 Jul 29, 2026
Breakwater Investment Management History New 9 0 — — — +9 New Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History New 8 0 — — — +8 New Q2 2026 Aug 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 7 0 — — — +7 New Q2 2026 Jul 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 4 0 — — — +2 100.0% Q2 2026 Aug 06, 2026
True Wealth Design, LLC History Reduced 9 0 — — — -2 -18.18% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History Added to 4 0 — — — +2 100.0% Q2 2026 Jul 17, 2026
Hughes Financial Services, LLC History New 1 0 — — — +1 New Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History New 1 0 — — — +1 New Q2 2026 Aug 11, 2026
MAI Capital Management History Closed out 0 0 — — — -1 -100.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Trust Co History No change 5 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Sunbelt Securities, Inc. History No change 4 0 — — — 0 0.0% Q1 2026 May 15, 2026
IFP Advisors, Inc History No change 10 0 — — — 0 0.0% Q2 2026 Jul 20, 2026