Red Violet, Inc. - RDVT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 950,761 60,582 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
WASATCH ADVISORS LP History No change 890,738 56,757 0.37% 0.37% 2 0 0.0% Q2 2026 Jul 09, 2026
Trigran Investments, Inc. History No change 600,169 38,242 7.01% 7.01% 3 0 0.0% Q2 2026 Aug 12, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 575,194 36,651 3.93% 3.93% 4 0 0.0% Q2 2026 Aug 21, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 522,775 33,311 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
Ophir Asset Management Pty Ltd History No change 509,187 32,445 2.67% 2.67% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 360,661 22,981 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 339,445 21,629 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 318,908 20,325 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 290,373 18,502 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 22, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 254,250 16,205 2.2% 2.2% 11 0 0.0% Q2 2026 Jul 23, 2026
DIMENSIONAL FUND ADVISORS LP History No change 216,851 13,816 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 200,707 12,789 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 06, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 178,145 11,351 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 176,293 11,233 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 159,036 10,133 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
Pembroke Management, LTD History No change 132,781 8,460 1.33% 1.33% 17 0 0.0% Q2 2026 Jul 22, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 125,089 7,970 0.14% 0.14% 18 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 124,402 7,926 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 122,000 7,773 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
OBERWEIS ASSET MANAGEMENT INC/ History No change 119,000 7,582 0.16% 0.16% 21 0 0.0% Q2 2026 Aug 14, 2026
BROWN CAPITAL MANAGEMENT LLC History No change 116,602 7,429 1.49% 1.49% 22 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 111,518 7,105 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 110,265 7,026 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 108,779 6,931 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 94,068 5,994 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
Hillsdale Investment Management Inc. History No change 93,300 5,945 0.14% 0.14% 27 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 91,925 5,857 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
PEAK6 LLC History No change 88,000 5,607 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 12, 2026
Portolan Capital Management, LLC History No change 84,135 5,361 0.2% 0.2% 30 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 85,366 5,331 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 12, 2026
GLOBEFLEX CAPITAL L P History No change 82,855 5,279 0.67% 0.67% 32 0 0.0% Q2 2026 Aug 12, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 82,555 5,260 0.69% 0.69% 33 0 0.0% Q2 2026 Aug 06, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 76,222 4,856 0.05% 0.05% 34 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 65,834 4,194 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 62,314 3,970 0.0% 0.0% 36 0 0.0% Q2 2026 Sep 02, 2026
MARSHALL WACE, LLP History No change 58,962 3,757 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 57,164 3,642 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 49,217 3,136 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
PDT Partners, LLC History No change 47,698 3,039 0.16% 0.16% 40 0 0.0% Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History No change 46,032 2,933 0.05% 0.05% 41 0 0.0% Q2 2026 Jul 10, 2026
Man Group plc History No change 41,087 2,618 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Knights of Columbus Asset Advisors LLC History No change 40,393 2,573 0.13% 0.13% 43 0 0.0% Q2 2026 Jul 31, 2026
Calamos Advisors LLC History No change 40,005 2,549 0.01% 0.01% 44 0 0.0% Q2 2026 Jul 31, 2026
Hennion & Walsh Asset Management, Inc. History No change 37,356 2,380 0.07% 0.07% 45 0 0.0% Q2 2026 Jul 08, 2026
Bank of New York Mellon Corp History No change 36,458 2,323 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 06, 2026
Evernest Financial Advisors, LLC History No change 36,095 2,299 0.48% 0.48% 47 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA INVESTMENTS, LP History No change 34,596 2,204 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 34,037 2,168 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Riverwater Partners LLC History No change 31,467 2,005 0.6% 0.6% 50 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 31,251 1,991 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 04, 2026
Madrona Financial Services, LLC History No change 30,527 1,945 0.36% 0.36% 52 0 0.0% Q2 2026 Jul 17, 2026
Legato Capital Management LLC History No change 27,803 1,771 0.15% 0.15% 53 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 27,685 1,764 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN CENTURY COMPANIES INC History No change 27,113 1,727 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 27,013 1,721 0.04% 0.04% 56 0 0.0% Q2 2026 Jul 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 25,600 1,631 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
CHATHAM CAPITAL GROUP, INC. History No change 25,478 1,623 0.21% 0.21% 58 0 0.0% Q2 2026 Jul 10, 2026
Trexquant Investment LP History No change 22,887 1,458 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 22,524 1,436 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 21,729 1,384 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 18,517 1,179 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History No change 18,210 1,160 0.09% 0.09% 63 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 17,160 1,093 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 17,037 1,085 0.04% 0.04% 65 0 0.0% Q2 2026 Aug 12, 2026
CenterBook Partners LP History No change 15,305 975 0.05% 0.05% 66 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 15,114 963 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 15,047 958 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 14,620 931 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 07, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 14,514 924 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 14,381 916 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 14,324 912 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
WHITE PINE CAPITAL LLC History No change 14,159 902 0.21% 0.21% 73 0 0.0% Q2 2026 Aug 05, 2026
GSA CAPITAL PARTNERS LLP History No change 12,285 783 0.05% 0.05% 74 0 0.0% Q2 2026 Aug 06, 2026
HSBC HOLDINGS PLC History No change 12,028 763 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 11,975 763 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 06, 2026
Y-Intercept (Hong Kong) Ltd History No change 11,699 745 0.01% 0.01% 77 0 0.0% Q2 2026 Jul 13, 2026
Aquatic Capital Management LLC History No change 11,521 734 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 14, 2026
Boston Partners History No change 11,502 732 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 04, 2026
PRUDENTIAL FINANCIAL INC History No change 11,397 726 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
STRS OHIO History No change 11,200 713 0.0% 0.0% 81 0 0.0% Q2 2026 Jul 30, 2026
DEUTSCHE BANK AG\ History No change 11,106 707 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 10,778 686 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Jackson Creek Investment Advisors LLC History No change 9,748 676 0.22% 0.22% 84 0 0.0% Q2 2026 Aug 10, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 10,589 674 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 10,429 664 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
PIER 88 INVESTMENT PARTNERS LLC History No change 10,200 649 0.15% 0.15% 87 0 0.0% Q2 2026 Aug 04, 2026
Teton Advisors, LLC History No change 10,000 637 0.37% 0.37% 88 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 9,920 632 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 9,900 630 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 9,765 622 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 9,685 617 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 03, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 9,648 614 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 9,124 581 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History No change 8,578 546 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 8,238 524 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 8,067 514 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
BARD ASSOCIATES INC History No change 8,034 511 0.11% 0.11% 98 0 0.0% Q2 2026 Aug 11, 2026
MetLife Investment Management, LLC History No change 7,211 459 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
Magnetar Financial LLC History No change 6,962 443 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 6,929 441 0.04% 0.04% 101 0 0.0% Q2 2026 Jul 31, 2026
Voleon Capital Management LP History No change 6,915 440 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 6,818 434 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History No change 6,558 417 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
Belvedere Trading LLC History No change 6,500 414 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 31, 2026
BANK OF NOVA SCOTIA History No change 6,300 401 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 6,015 383 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 6,013 383 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 5,660 360 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 10,190 352 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 5,463 348 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
BRC Group Holdings, Inc. History No change 5,424 345 0.08% 0.08% 112 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 5,268 335 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 5,089 324 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 19, 2026
Vanguard Global Advisers, LLC History No change 4,905 312 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 4,853 309 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 4,194 267 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 3,930 265 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 15, 2026
Mariner, LLC History No change 4,111 261 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Net Worth Advisory Group History No change 4,095 260 0.07% 0.07% 120 0 0.0% Q2 2026 Jul 13, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 4,064 258 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Investment Partners, LLC History No change 3,461 220 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 07, 2026
Bridge City Capital, LLC History No change 3,334 212 0.05% 0.05% 123 0 0.0% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History No change 3,174 202 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 3,141 200 0.0% 0.0% 125 0 0.0% Q2 2026 Sep 09, 2026
Police & Firemen's Retirement System of New Jersey History No change 3,114 198 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 23, 2026
State of Alaska, Department of Revenue History No change 2,933 186 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 20, 2026
Legal & General Group Plc History No change 2,742 174 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 1,759 112 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 1,544 98 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Investment Partners, Inc. History No change 917 58 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 812 51 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 407 25 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 400 25 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 28, 2026
Versant Capital Management, Inc History Added to 310 24 0.0% 0.0% 135 +11 3.68% Q3 2026 Oct 01, 2026
OSAIC HOLDINGS, INC. History No change 370 23 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 283 18 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 295 18 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History No change 218 13 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 158 10 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 24, 2026
SIGNATUREFD, LLC History No change 165 10 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 164 10 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 146 9 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 17, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 132 8 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 27, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 105 7 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 100 6 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
Quarry LP History No change 84 5 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 87 5 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 66 4 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
VALLEY NATIONAL ADVISERS INC History No change 75 4 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 29, 2026
Parallel Advisors, LLC History No change 49 3 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 50 3 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 59 3 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 22, 2026
Fortitude Family Office, LLC History No change 60 3 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 20, 2026
True Wealth Design, LLC History No change 58 3 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 16, 2026
JONES FINANCIAL COMPANIES LLLP History No change 49 2 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 44 2 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 32 2 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 40 2 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History No change 43 2 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 19 1 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 20 1 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Advisors, LLC History No change 30 1 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 23 1 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History No change 17 1 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 30, 2026
Spire Wealth Management History No change 18 1 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 15, 2026
Optiver Holding B.V. History No change 26 1 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History No change 20 1 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 6 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 15 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
Larson Financial Group LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Caitong International Asset Management Co., Ltd History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026