REINSURANCE GROUP OF AMERICA INC - RGA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 6,810,718 1,448,299 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 5,923,875 1,259,712 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 13, 2026
HARRIS ASSOCIATES L P History No change 4,684,424 996,142 1.32% 1.32% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,493,339 742,858 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 13, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 3,007,065 646,037 1.17% 1.17% 5 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,961,322 629,725 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 2,358,429 501,519 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 22, 2026
EARNEST PARTNERS LLC History No change 2,219,193 471,911 1.7% 1.7% 8 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,521,592 323,566 0.14% 0.14% 9 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,226,424 302,029 0.05% 0.04% 10 +61,517 5.28% Q3 2026 Nov 04, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,415,016 300,968 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,337,571 284,434 0.1% 0.1% 12 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,243,497 264,430 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,183,130 251,592 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 851,264 181,021 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 845,614 179,820 0.16% 0.16% 16 0 0.0% Q2 2026 Aug 14, 2026
Bahl & Gaynor LLC History No change 737,762 156,885 0.72% 0.72% 17 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 705,142 149,948 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 693,783 147,532 0.09% 0.09% 19 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 590,207 125,507 0.01% 0.01% 20 0 0.0% Q2 2026 Sep 02, 2026
Douglas Lane & Associates, LLC History Reduced 505,873 124,566 1.67% 1.52% 21 -20,943 -3.98% Q3 2026 Oct 09, 2026
HARDING LOEVNER LP History No change 547,439 116,429 1.09% 1.09% 22 0 0.0% Q2 2026 Aug 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 531,653 113,997 0.09% 0.09% 23 0 0.0% Q2 2026 Aug 05, 2026
Ensign Peak Advisors, Inc History No change 514,099 109,323 0.18% 0.18% 24 0 0.0% Q2 2026 Aug 14, 2026
Polar Capital Holdings Plc History No change 495,025 105,267 0.25% 0.25% 25 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 461,288 99,103 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 465,378 98,962 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 456,872 98,793 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 443,627 94,337 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 424,834 90,341 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 419,389 89,183 0.57% 0.57% 31 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 413,802 87,994 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 409,638 87,109 0.02% 0.02% 33 0 0.0% Q2 2026 Sep 23, 2026
Invesco Ltd. History No change 395,354 84,072 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 389,543 82,836 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 06, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 363,559 77,310 0.28% 0.28% 36 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 362,905 77,172 0.12% 0.12% 37 0 0.0% Q2 2026 Aug 13, 2026
Khrom Capital Management LLC History No change 347,359 73,865 6.19% 6.19% 38 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 344,025 73,156 0.08% 0.08% 39 0 0.0% Q2 2026 Aug 14, 2026
Swedbank AB History New 278,190 68,501 0.06% — 40 +278,190 New Q3 2026 Oct 27, 2026
Qube Research & Technologies Ltd History No change 308,042 65,505 0.06% 0.06% 41 0 0.0% Q2 2026 Aug 14, 2026
Prana Capital Management, LP History No change 302,383 64,301 1.95% 1.95% 42 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 286,721 60,970 0.07% 0.07% 43 0 0.0% Q2 2026 Aug 14, 2026
SEB Asset Management AB History Reduced 229,773 56,579 0.21% 0.26% 44 -89,857 -28.11% Q3 2026 Nov 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 253,530 53,913 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 253,056 53,812 1.07% 1.07% 46 0 0.0% Q2 2026 Aug 11, 2026
FIL Ltd History No change 251,509 53,483 0.04% 0.04% 47 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 250,525 53,277 0.05% 0.05% 48 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 248,455 52,833 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 219,418 46,659 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 210,297 45,272 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 211,265 44,925 0.06% 0.06% 52 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 206,924 44,002 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 200,000 42,530 0.06% 0.06% 54 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 189,683 40,336 0.06% 0.06% 55 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 187,146 39,796 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 185,522 39,451 0.05% 0.05% 57 0 0.0% Q2 2026 Jul 29, 2026
LOOMIS SAYLES & CO L P History No change 184,152 39,160 0.05% 0.05% 58 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History Added to 152,659 38,605 0.04% 0.0% 59 +145,231 1955.18% Q3 2026 Oct 27, 2026
ALLIANCEBERNSTEIN L.P. History No change 186,426 38,060 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 175,987 37,423 0.03% 0.03% 61 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 149,974 36,929 0.02% 0.02% 62 +1,236 0.83% Q3 2026 Nov 02, 2026
PhiloSmith Capital Corp History Reduced 149,900 36,911 10.21% 9.52% 63 -15,000 -9.1% Q3 2026 Oct 23, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 149,271 36,756 0.64% 0.63% 64 -30,169 -16.81% Q3 2026 Oct 13, 2026
Retirement Systems of Alabama History Reduced 146,878 36,167 0.11% 0.11% 65 -25,081 -14.59% Q3 2026 Nov 04, 2026
LSV ASSET MANAGEMENT History No change 159,100 33,833 0.06% 0.06% 66 0 0.0% Q2 2026 Aug 06, 2026
Gotham Asset Management, LLC History No change 149,990 31,895 0.07% 0.07% 67 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History New 125,597 30,927 0.03% — 68 +125,597 New Q3 2026 Oct 15, 2026
Legal & General Group Plc History No change 142,964 30,401 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Reduced 117,490 28,930 0.04% 0.04% 70 -10,273 -8.04% Q3 2026 Oct 28, 2026
J. Safra Sarasin Holding AG History Added to 124,529 28,750 0.41% 0.19% 71 +61,449 97.41% Q3 2026 Oct 26, 2026
Swiss National Bank History No change 131,500 27,963 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 127,331 27,076 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 14, 2026
South Dakota Investment Council History No change 126,629 26,928 0.46% 0.46% 74 0 0.0% Q2 2026 Aug 11, 2026
Bridgewater Associates, LP History No change 126,415 26,882 0.11% 0.11% 75 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 126,182 26,832 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 121,686 25,876 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Treasurer of the State of North Carolina History No change 117,087 24,899 0.06% 0.06% 78 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 113,709 24,180 0.06% 0.06% 79 0 0.0% Q2 2026 Aug 11, 2026
Schonfeld Strategic Advisors LLC History No change 113,514 24,138 0.09% 0.09% 80 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 113,378 24,109 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 106,412 22,628 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 27, 2026
PANAGORA ASSET MANAGEMENT INC History No change 105,621 22,460 0.07% 0.07% 83 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 96,621 20,546 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 11, 2026
Interval Partners, LP History No change 92,898 19,754 0.51% 0.51% 85 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History No change 91,866 19,535 0.53% 0.53% 86 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 91,297 19,414 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 07, 2026
Tidal Investments LLC History No change 82,153 17,469 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 79,636 16,934 0.3% 0.3% 89 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 68,605 16,893 0.01% 0.01% 90 +17,150 33.33% Q3 2026 Nov 02, 2026
FRANKLIN RESOURCES INC History No change 78,744 16,744 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 78,524 16,698 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
DANSKE BANK A/S History No change 78,281 16,646 0.03% 0.03% 93 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 77,676 16,519 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 76,320 16,233 0.03% 0.03% 95 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 76,156 16,194 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 24, 2026
Leeward Investments, LLC - MA History Reduced 63,927 15,741 0.8% 0.62% 97 -707 -1.09% Q3 2026 Oct 23, 2026
Robeco Institutional Asset Management B.V. History Added to 59,497 14,650 0.02% 0.01% 98 +11,718 24.53% Q3 2026 Oct 20, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 58,841 14,489 0.03% 0.02% 99 -4,250 -6.74% Q3 2026 Oct 22, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 67,620 14,379 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
CIBC Asset Management Inc History No change 67,261 14,303 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 03, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 64,524 13,722 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 62,933 13,382 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 61,394 13,055 0.03% 0.03% 104 0 0.0% Q2 2026 Aug 14, 2026
BURNEY CO/ History Reduced 53,002 13,051 0.36% 0.31% 105 -437 -0.82% Q3 2026 Oct 15, 2026
Cerity Partners LLC History No change 61,086 12,989 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 58,475 12,434 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 05, 2026
MILLENNIUM MANAGEMENT LLC History No change 56,744 12,066 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 55,074 11,711 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 54,643 11,619 0.22% 0.22% 110 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 54,625 11,616 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 53,266 11,393 0.76% 0.76% 112 0 0.0% Q2 2026 Aug 05, 2026
Horizon Investments, LLC History No change 51,453 10,941 0.12% 0.12% 113 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 48,630 10,341 0.12% 0.12% 114 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 46,893 9,971 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 45,789 9,735 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 45,472 9,669 0.01% 0.01% 117 0 0.0% Q2 2026 Sep 09, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 44,950 9,558 0.03% 0.03% 118 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 43,285 9,204 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 07, 2026
SEGALL BRYANT & HAMILL, LLC History No change 42,190 8,971 0.11% 0.11% 120 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 42,185 8,970 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 42,148 8,962 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 06, 2026
Vest Financial, LLC History Reduced 36,374 8,956 0.09% 0.08% 123 -7 -0.02% Q3 2026 Oct 21, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 41,545 8,834 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 10, 2026
APG Asset Management N.V. History No change 45,612 8,483 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 38,319 8,149 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 38,150 8,112 0.04% 0.04% 127 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 38,115 8,106 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 37,989 8,078 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 07, 2026
Martin Capital Partners, LLC History Added to 32,585 8,023 2.87% 2.55% 130 +25 0.08% Q3 2026 Oct 07, 2026
PensionDanmark Pensionsforsikringsaktieselskab History Reduced 32,457 7,992 0.06% 0.06% 131 -216 -0.66% Q3 2026 Oct 19, 2026
LEUTHOLD GROUP, LLC History Added to 32,315 7,957 0.74% 0.36% 132 +15,657 93.99% Q3 2026 Nov 04, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 30,653 7,547 0.08% 0.07% 133 -18 -0.06% Q3 2026 Oct 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 33,502 7,532 0.01% 0.01% 134 +6,697 24.98% Q3 2026 Oct 13, 2026
Vanguard Global Advisers, LLC History No change 35,117 7,467 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 34,287 7,348 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 34,205 7,273 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 07, 2026
Triveni Capital Investments LP History No change 34,049 7,240 8.64% 8.64% 138 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Added to 29,141 7,176 0.05% 0.04% 139 +145 0.5% Q3 2026 Oct 23, 2026
CITIGROUP INC History Reduced 28,305 6,969 0.0% 0.0% 140 -5,128 -15.34% Q3 2026 Nov 04, 2026
Edgestream Partners, L.P. History No change 32,532 6,917 0.21% 0.21% 141 0 0.0% Q2 2026 Aug 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 32,318 6,872 0.03% 0.03% 142 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 32,010 6,806 0.06% 0.06% 143 0 0.0% Q2 2026 Aug 10, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 27,400 6,746 0.22% 0.19% 144 0 0.0% Q3 2026 Oct 21, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 31,652 6,730 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 11, 2026
MetLife Investment Management, LLC History No change 31,542 6,707 0.03% 0.03% 146 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 30,727 6,534 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 17, 2026
Police & Firemen's Retirement System of New Jersey History No change 29,527 6,278 0.05% 0.05% 148 0 0.0% Q2 2026 Jul 23, 2026
Jupiter Topco LLC History No change 29,494 6,275 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 23,798 5,860 0.06% 0.05% 150 -521 -2.14% Q3 2026 Oct 23, 2026
BARCLAYS PLC History No change 26,620 5,660 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 25,800 5,486 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 22,201 5,466 0.02% 0.01% 153 +303 1.38% Q3 2026 Oct 20, 2026
Inspire Investing, LLC History Reduced 21,973 5,410 0.23% 0.27% 154 -9,364 -29.88% Q3 2026 Oct 22, 2026
State of Tennessee, Department of Treasury History No change 25,341 5,388 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 25,218 5,362 0.07% 0.07% 156 0 0.0% Q2 2026 Aug 14, 2026
MORTON COMMUNITY BANK History No change 25,123 5,342 1.09% 1.09% 157 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 24,946 5,304 0.02% 0.02% 158 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 24,090 5,122 0.07% 0.07% 159 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 23,809 5,062 0.04% 0.04% 160 0 0.0% Q2 2026 Aug 13, 2026
Holocene Advisors, LP History No change 23,703 5,040 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 23,174 4,927 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 23,031 4,897 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 22,891 4,867 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 22,492 4,782 0.63% 0.63% 165 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Added to 19,400 4,777 0.07% 0.06% 166 +200 1.04% Q3 2026 Oct 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 22,307 4,743 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 19, 2026
CAMBIAR INVESTORS LLC History Reduced 18,848 4,641 0.19% 0.23% 168 -5,726 -23.3% Q3 2026 Nov 04, 2026
Arizona State Retirement System History Added to 18,451 4,543 0.02% 0.02% 169 +360 1.99% Q3 2026 Nov 03, 2026
Ameritas Investment Partners, Inc. History No change 21,037 4,473 0.12% 0.12% 170 0 0.0% Q2 2026 Aug 13, 2026
Northwest & Ethical Investments L.P. History No change 20,872 4,438 0.1% 0.1% 171 0 0.0% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 18,018 4,436 0.05% 0.04% 172 -691 -3.69% Q3 2026 Oct 22, 2026
Hillsdale Investment Management Inc. History No change 20,800 4,423 0.1% 0.1% 173 0 0.0% Q2 2026 Aug 12, 2026
ANDERSON HOAGLAND & CO History Added to 16,243 4,418 0.34% 0.27% 174 +288 1.81% Q3 2026 Oct 23, 2026
State of New Jersey Common Pension Fund D History No change 20,226 4,301 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 04, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 19,965 4,245 0.03% 0.03% 176 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 19,823 4,215 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 13, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 19,518 4,150 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 13, 2026
Convergence Investment Partners, LLC History Added to 16,585 4,083 0.3% 0.29% 179 +2,334 16.38% Q3 2026 Oct 28, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 19,141 4,070 0.22% 0.22% 180 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 18,517 3,937 0.02% 0.02% 181 0 0.0% Q2 2026 Sep 23, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 15,587 3,838 0.02% 0.02% 182 -97 -0.62% Q3 2026 Nov 03, 2026
Handelsbanken Fonder AB History No change 17,900 3,806 0.01% 0.01% 183 0 0.0% Q2 2026 Jul 10, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 15,352 3,780 0.02% 0.01% 184 0 0.0% Q3 2026 Oct 27, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 15,334 3,775 0.0% 0.0% 185 +8,901 138.36% Q3 2026 Oct 29, 2026
Graphene Investments SAS History Reduced 15,200 3,742 2.03% 2.25% 186 -3,000 -16.48% Q3 2026 Oct 22, 2026
KLP KAPITALFORVALTNING AS History No change 17,200 3,657 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 17,159 3,648 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 16,756 3,563 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 13, 2026
BURLING WEALTH PARTNERS, LLC History No change 16,676 3,546 0.52% 0.52% 190 0 0.0% Q2 2026 Aug 04, 2026
FJ Capital Management LLC History No change 16,077 3,418 0.44% 0.44% 191 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 15,715 3,341 0.13% 0.13% 192 0 0.0% Q2 2026 Aug 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 13,541 3,334 0.04% 0.03% 193 0 0.0% Q3 2026 Oct 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15,576 3,299 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Personalized Indexing Management, LLC History No change 15,514 3,299 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 15,180 3,228 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 12, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 13,029 3,208 0.03% 0.02% 197 +4,920 60.67% Q3 2026 Oct 13, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 15,067 3,204 0.1% 0.1% 198 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 14,736 3,133 0.04% 0.04% 199 0 0.0% Q2 2026 Aug 12, 2026
NUANCE INVESTMENTS, LLC History No change 14,675 3,120 0.53% 0.53% 200 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 14,219 3,023 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 14,209 3,021 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 13, 2026
Mubadala Investment Co PJSC History No change 14,049 2,987 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 13,600 2,892 0.07% 0.07% 204 0 0.0% Q2 2026 Jul 29, 2026
Amundi History No change 13,590 2,889 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 11, 2026
Sterling Capital Management LLC History Added to 11,690 2,878 0.06% 0.01% 206 +8,387 253.92% Q3 2026 Oct 22, 2026
Elo Mutual Pension Insurance Co History No change 13,498 2,870 0.04% 0.04% 207 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History Added to 11,370 2,799 0.1% 0.09% 208 +325 2.94% Q3 2026 Oct 15, 2026
NATIONAL BANK OF CANADA /FI/ History No change 13,101 2,785 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 10, 2026
Vestmark Advisory Solutions, Inc. History No change 12,871 2,737 0.03% 0.03% 210 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Added to 11,007 2,710 0.0% 0.0% 211 +440 4.16% Q3 2026 Oct 30, 2026
Empowered Funds, LLC History No change 12,679 2,696 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 10,900 2,684 0.02% 0.01% 213 +3,900 55.71% Q3 2026 Oct 28, 2026
Jefferies Financial Group Inc. History No change 12,501 2,658 0.02% 0.02% 214 0 0.0% Q2 2026 Aug 17, 2026
REGIONS FINANCIAL CORP History No change 12,460 2,649 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History Added to 10,752 2,647 0.03% 0.02% 216 +550 5.39% Q3 2026 Oct 15, 2026
HighTower Advisors, LLC History No change 11,943 2,539 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 05, 2026
Pictet Asset Management Holding SA History Added to 10,249 2,523 0.0% 0.0% 218 +264 2.64% Q3 2026 Nov 03, 2026
Campbell & CO Investment Adviser LLC History No change 11,784 2,505 0.13% 0.13% 219 0 0.0% Q2 2026 Aug 03, 2026
State of Alaska, Department of Revenue History Reduced 10,129 2,493 0.03% 0.02% 220 -230 -2.22% Q3 2026 Oct 15, 2026
Sequoia Financial Advisors, LLC History No change 11,716 2,491 0.01% 0.01% 221 0 0.0% Q2 2026 Jul 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 11,165 2,374 0.03% 0.03% 222 0 0.0% Q2 2026 Aug 13, 2026
Dean Capital Management History No change 11,159 2,372 0.86% 0.86% 223 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History Added to 9,546 2,350 0.03% 0.02% 224 +2,570 36.84% Q3 2026 Nov 03, 2026
Pacer Advisors, Inc. History No change 11,015 2,342 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 9,487 2,336 0.02% 0.01% 226 +1,082 12.87% Q3 2026 Nov 04, 2026
SIT INVESTMENT ASSOCIATES INC History No change 10,955 2,330 0.04% 0.04% 227 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 10,856 2,308 0.0% 0.0% 228 0 0.0% Q2 2026 Oct 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 10,823 2,301 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History Added to 8,981 2,211 0.01% 0.01% 230 +251 2.88% Q3 2026 Oct 26, 2026
MACKENZIE FINANCIAL CORP History Reduced 8,967 2,208 0.0% 0.0% 231 -627 -6.54% Q3 2026 Nov 02, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 10,325 2,195 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 9,940 2,113 0.02% 0.02% 233 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 9,802 2,084 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 12, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 9,311 1,979 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 9,264 1,969 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 06, 2026
XPONANCE LLC History Reduced 7,986 1,966 0.01% 0.01% 237 -130 -1.6% Q3 2026 Nov 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 9,052 1,924 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 9,027 1,920 0.03% 0.03% 239 0 0.0% Q2 2026 Aug 13, 2026
CREDIT AGRICOLE S A History No change 8,941 1,901 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 8,603 1,829 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 8,361 1,777 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 14, 2026
COOKSON PEIRCE & CO INC History Added to 7,127 1,754 0.06% 0.01% 243 +5,653 383.51% Q3 2026 Oct 30, 2026
Sanctuary Advisors, LLC History No change 8,253 1,754 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 7,815 1,661 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 11, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 6,293 1,625 0.04% 0.04% 246 -455 -6.74% Q3 2026 Oct 20, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 7,600 1,616 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 7,457 1,585 0.01% 0.01% 248 0 0.0% Q2 2026 Jul 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7,356 1,564 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 13, 2026
AXQ CAPITAL, LP History No change 7,323 1,557 0.17% 0.17% 250 0 0.0% Q2 2026 Aug 06, 2026
Vise Technologies, Inc. History Added to 6,204 1,527 0.01% 0.01% 251 +992 19.03% Q3 2026 Oct 28, 2026
BESSEMER GROUP INC History No change 7,075 1,504 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 12, 2026
Storgate, LLC History No change 7,018 1,492 0.31% 0.31% 253 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 6,954 1,479 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 05, 2026
Chicago Partners Investment Group LLC History Added to 5,545 1,463 0.03% 0.02% 255 +1,418 34.36% Q3 2026 Oct 26, 2026
Magnetar Financial LLC History No change 6,803 1,446 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History Added to 5,868 1,444 0.01% 0.0% 257 +1,529 35.24% Q3 2026 Nov 03, 2026
&PARTNERS History No change 6,724 1,430 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 14, 2026
Havemeyer Place LP History No change 6,600 1,403 0.14% 0.14% 259 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 6,503 1,382 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 6,455 1,372 0.04% 0.04% 261 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 6,449 1,371 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History Added to 5,549 1,366 0.01% 0.0% 263 +1,733 45.41% Q3 2026 Oct 23, 2026
Employees Retirement System of Texas History No change 6,362 1,353 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 14, 2026
Bridgefront Capital, LLC History No change 6,312 1,342 0.35% 0.35% 265 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 6,276 1,334 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 12, 2026
Aquatic Capital Management LLC History No change 6,208 1,320 0.05% 0.05% 267 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History No change 6,183 1,314 0.02% 0.02% 268 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 6,127 1,302 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 06, 2026
Arax Advisory Partners History No change 5,904 1,255 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 10, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,860 1,246 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 10, 2026
BRIGHTON JONES LLC History Added to 4,933 1,214 0.02% 0.02% 272 +94 1.94% Q3 2026 Nov 03, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 4,896 1,205 0.0% 0.0% 273 +2,297 88.38% Q3 2026 Oct 28, 2026
Lido Advisors, LLC History Added to 4,804 1,183 0.0% 0.0% 274 +2,248 87.95% Q3 2026 Nov 04, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 4,850 1,172 0.04% 0.04% 275 0 0.0% Q2 2026 Jul 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 4,643 1,143 0.02% 0.01% 276 +2,037 78.17% Q3 2026 Oct 27, 2026
GABELLI FUNDS LLC History No change 5,351 1,137 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 12, 2026
OSSIAM History No change 5,340 1,135 0.02% 0.02% 278 0 0.0% Q2 2026 Aug 13, 2026
Resonant Capital Advisors, LLC History Added to 4,587 1,129 0.05% 0.05% 279 +36 0.79% Q3 2026 Oct 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 4,532 1,115 0.02% 0.02% 280 +14 0.31% Q3 2026 Oct 23, 2026
Baird Financial Group, Inc. History No change 5,065 1,077 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 12, 2026
FOSTER & MOTLEY INC History No change 4,935 1,049 0.05% 0.05% 282 0 0.0% Q2 2026 Aug 07, 2026
NorthCrest Asset Manangement, LLC History Added to 4,068 1,041 0.02% 0.02% 284 +1,200 41.84% Q3 2026 Oct 09, 2026
AIA Group Ltd History Added to 4,228 1,041 0.01% 0.01% 283 +528 14.27% Q3 2026 Oct 30, 2026
Integrated Quantitative Investments LLC History No change 4,863 1,034 0.17% 0.17% 285 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 4,160 1,024 0.03% 0.03% 286 +824 24.7% Q3 2026 Oct 08, 2026
Federation des caisses Desjardins du Quebec History No change 4,819 1,024 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
INCEPTIONR LLC History No change 4,797 1,020 0.25% 0.25% 288 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 4,737 1,007 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 4,727 1,005 0.02% 0.02% 290 0 0.0% Q2 2026 Aug 11, 2026
Blueshift Asset Management, LLC History No change 4,694 998 0.23% 0.23% 291 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 4,051 997 0.01% 0.01% 292 +1,803 80.2% Q3 2026 Oct 23, 2026
Daiwa Securities Group Inc. History Reduced 4,027 991 0.0% 0.0% 293 -2,339 -36.74% Q3 2026 Oct 29, 2026
Jackson Creek Investment Advisors LLC History No change 3,970 978 0.34% 0.31% 294 0 0.0% Q3 2026 Nov 04, 2026
Legacy Wealth Asset Management, LLC History Added to 3,961 975 0.21% 0.17% 295 +296 8.08% Q3 2026 Oct 08, 2026
TECTONIC ADVISORS LLC History Added to 3,903 961 0.04% 0.03% 296 +702 21.93% Q3 2026 Oct 22, 2026
Legacy Financial Advisors, Inc. History No change 4,447 945 0.12% 0.12% 297 0 0.0% Q2 2026 Aug 05, 2026
Cambria Investment Management, L.P. History No change 4,421 940 0.05% 0.05% 298 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4,072 937 0.02% 0.02% 299 0 0.0% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History Reduced 3,703 911 0.01% 0.01% 300 -255 -6.44% Q3 2026 Oct 15, 2026
Callan Family Office, LLC History No change 4,285 911 0.02% 0.02% 301 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 4,249 903 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 10, 2026
Wedmont Private Capital History Added to 3,460 885 0.02% 0.02% 303 +989 40.02% Q3 2026 Oct 09, 2026
CSS LLC/IL History No change 4,140 880 0.03% 0.03% 304 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 4,133 878 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 20, 2026
Crossmark Global Holdings, Inc. History Added to 3,563 877 0.01% 0.01% 306 +1,068 42.81% Q3 2026 Oct 21, 2026
SIMPLEX TRADING, LLC History Added to 3,554 875 0.0% 0.0% 307 +3,546 44325.0% Q3 2026 Nov 04, 2026
OP Asset Management Ltd History No change 3,549 873 0.01% 0.01% 308 0 0.0% Q3 2026 Nov 05, 2026
New Age Alpha Advisors, LLC History No change 4,087 869 0.04% 0.04% 309 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 4,066 864 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 04, 2026
PRUDENTIAL FINANCIAL INC History No change 4,035 858 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 3,801 808 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 12, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History New 3,107 765 0.03% — 313 +3,107 New Q3 2026 Oct 26, 2026
Roehl & Yi Investment Advisors, LLC History No change 3,597 764 0.25% 0.25% 314 0 0.0% Q2 2026 Aug 13, 2026
Legacy Advisors, LLC History Added to 3,065 754 0.07% 0.06% 315 +2 0.07% Q3 2026 Oct 19, 2026
Krilogy Financial LLC History Added to 2,871 746 0.02% 0.02% 316 +236 8.96% Q3 2026 Oct 13, 2026
AlphaCore Capital LLC History New 3,025 744 0.01% — 317 +3,025 New Q3 2026 Nov 04, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Added to 3,016 742 0.35% 0.01% 319 +2,941 3921.33% Q3 2026 Oct 20, 2026
DE BURLO GROUP INC History No change 3,016 742 0.13% 0.12% 318 0 0.0% Q3 2026 Nov 04, 2026
GC Wealth Management RIA, LLC History Added to 2,931 721 0.03% 0.04% 320 +51 1.77% Q3 2026 Nov 02, 2026
Fifth Third Wealth Advisors LLC History Added to 2,891 711 0.02% 0.02% 321 +95 3.4% Q3 2026 Oct 22, 2026
Savant Capital, LLC History No change 3,385 708 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 10, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 3,326 707 0.05% 0.05% 323 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 3,323 706 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History No change 3,307 703 0.02% 0.02% 325 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 3,291 699 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 10, 2026
Maryland State Retirement & Pension System History No change 3,270 695 0.01% 0.01% 327 0 0.0% Q2 2026 Jul 30, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 3,265 694 0.07% 0.07% 328 0 0.0% Q2 2026 Aug 13, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 2,776 683 0.01% 0.02% 329 -3,679 -56.99% Q3 2026 Oct 13, 2026
Frec Markets, Inc. History No change 3,177 675 0.06% 0.06% 330 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 3,162 672 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 14, 2026
Dana Investment Advisors, Inc. History No change 3,132 666 0.02% 0.02% 332 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 3,072 653 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 3,042 647 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 03, 2026
CenterBook Partners LP History Added to 2,590 637 0.03% 0.01% 336 +1,563 152.19% Q3 2026 Nov 02, 2026
Aaron Wealth Advisors LLC History Added to 2,590 637 0.03% 0.02% 335 +1,121 76.31% Q3 2026 Oct 13, 2026
ALLSTATE CORP History No change 2,882 612 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 13, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Reduced 2,484 611 0.22% 0.19% 338 -51 -2.01% Q3 2026 Oct 20, 2026
DnB Asset Management AS History No change 2,819 599 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 11, 2026
Laurel Wealth Advisors LLC History Reduced 2,417 595 0.06% 0.05% 340 -200 -7.64% Q3 2026 Oct 27, 2026
SIGNATUREFD, LLC History Added to 2,374 584 0.01% 0.0% 341 +751 46.27% Q3 2026 Oct 23, 2026
World Investment Advisors History No change 2,848 582 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 2,724 579 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 06, 2026
Atom Investors LP History No change 2,718 577 0.05% 0.05% 344 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History New 2,330 573 0.0% — 345 +2,330 New Q3 2026 Nov 02, 2026
OSAIC HOLDINGS, INC. History No change 2,641 562 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 2,619 556 0.06% 0.06% 347 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History Added to 2,254 555 0.02% 0.02% 348 +27 1.21% Q3 2026 Nov 04, 2026
Bull Harbor Capital LLC History No change 2,603 553 0.11% 0.11% 349 0 0.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History Added to 2,177 536 0.01% 0.01% 350 +213 10.85% Q3 2026 Nov 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 2,167 533 0.0% 0.0% 351 +158 7.86% Q3 2026 Nov 02, 2026
HANCOCK WHITNEY CORP History No change 2,438 518 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 2,435 517 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 14, 2026
Washington Trust Advisors, Inc. History Reduced 2,053 505 0.04% 0.03% 354 -46 -2.19% Q3 2026 Oct 22, 2026
CHOREO, LLC History Added to 2,037 501 0.01% 0.0% 355 +1,009 98.15% Q3 2026 Oct 28, 2026
North Dakota State Investment Board History Added to 2,005 493 0.02% 0.02% 356 +44 2.24% Q3 2026 Oct 27, 2026
KBC Group NV History No change 1,989 490 0.0% 0.0% 357 0 0.0% Q3 2026 Oct 22, 2026
Copeland Capital Management, LLC History New 1,986 489 0.01% — 358 +1,986 New Q3 2026 Oct 13, 2026
KEYNOTE FINANCIAL SERVICES LLC History No change 2,299 488 0.23% 0.23% 359 0 0.0% Q2 2026 Aug 03, 2026
OPTIMIZE FINANCIAL INC. History No change 2,291 487 0.17% 0.17% 360 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 2,291 487 0.11% 0.11% 361 0 0.0% Q2 2026 Aug 13, 2026
CERTUITY, LLC History Added to 1,921 473 0.02% 0.01% 362 +699 57.2% Q3 2026 Nov 02, 2026
CONNABLE OFFICE INC History No change 2,195 466 0.04% 0.04% 363 0 0.0% Q2 2026 Aug 03, 2026
MAI Capital Management History No change 2,193 466 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 14, 2026
Curated Wealth Partners LLC History New 1,889 465 0.04% — 366 +1,889 New Q3 2026 Oct 15, 2026
Curi Capital, LLC History No change 2,189 465 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 14, 2026
Sivia Capital Partners, LLC History No change 2,180 463 0.06% 0.06% 367 0 0.0% Q2 2026 Jul 23, 2026
Pallas Capital Advisors LLC History No change 2,166 460 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 07, 2026
Parcion Private Wealth LLC History Added to 1,850 455 0.02% 0.02% 369 +298 19.2% Q3 2026 Oct 28, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,128 452 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 2,118 450 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 11, 2026
GREENLEAF TRUST History Added to 1,813 446 0.0% 0.0% 372 +2 0.11% Q3 2026 Oct 29, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 1,765 443 0.12% 0.12% 374 +1 0.06% Q3 2026 Oct 19, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 1,799 443 0.02% 0.02% 373 0 0.0% Q3 2026 Nov 03, 2026
Venturi Wealth Management, LLC History No change 2,079 442 0.02% 0.02% 375 0 0.0% Q2 2026 Jul 20, 2026
Sky Investment Group LLC History New 1,789 440 0.05% — 376 +1,789 New Q3 2026 Oct 30, 2026
STRS OHIO History Reduced 1,785 439 0.0% 0.0% 377 -64 -3.46% Q3 2026 Oct 30, 2026
Cheviot Value Management, LLC History No change 2,050 435 0.04% 0.04% 378 0 0.0% Q2 2026 Aug 06, 2026
Bollard Group LLC History No change 2,043 434 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 2,018 429 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 06, 2026
Teza Capital Management LLC History New 1,725 424 0.38% — 381 +1,725 New Q3 2026 Oct 23, 2026
Farther Finance Advisors, LLC History Added to 1,702 419 0.0% 0.0% 383 +420 32.76% Q3 2026 Oct 08, 2026
NewEdge Advisors, LLC History No change 1,974 419 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 12, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 1,959 416 0.04% 0.04% 384 0 0.0% Q2 2026 Jul 31, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 1,953 415 0.06% 0.06% 385 0 0.0% Q2 2026 Aug 07, 2026
AlphaGrep UK Ltd History No change 1,947 414 0.12% 0.12% 386 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History Added to 1,672 411 0.03% 0.02% 387 +117 7.52% Q3 2026 Oct 27, 2026
UMB Bank, n.a. History No change 1,932 410 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History Added to 1,644 404 0.01% 0.0% 389 +196 13.54% Q3 2026 Oct 22, 2026
Ballentine Partners, LLC History No change 1,871 397 0.0% 0.0% 390 0 0.0% Q2 2026 Jul 17, 2026
Integrated Wealth Concepts LLC History No change 1,869 397 0.0% 0.0% 391 0 0.0% Q2 2026 Sep 08, 2026
Marble Wealth, LLC History No change 1,871 397 0.06% 0.06% 392 0 0.0% Q2 2026 Aug 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,864 396 0.02% 0.02% 393 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 1,820 391 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 12, 2026
Trexquant Investment LP History No change 1,813 385 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 14, 2026
Eurizon Capital SGR S.p.A. History No change 1,790 383 0.0% 0.0% 396 0 0.0% Q2 2026 Jul 29, 2026
Sagewood Asset Management LP History No change 1,797 382 0.09% 0.09% 397 0 0.0% Q2 2026 Jul 29, 2026
OneDigital Investment Advisors LLC History No change 1,794 381 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 06, 2026
Paulson Wealth Management Inc. History Added to 1,542 379 0.08% 0.07% 399 +42 2.8% Q3 2026 Nov 02, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,772 376 0.0% 0.0% 400 0 0.0% Q2 2026 Sep 23, 2026
Nykredit A/S History No change 1,767 375 0.0% 0.0% 401 0 0.0% Q2 2026 Sep 08, 2026
Coyle Financial Counsel LLC History Reduced 1,510 371 0.07% 0.06% 402 -85 -5.33% Q3 2026 Oct 28, 2026
EntryPoint Capital, LLC History No change 1,748 371 0.09% 0.09% 403 0 0.0% Q2 2026 Aug 13, 2026
OpenArc Corporate Advisory, LLC History Added to 1,506 370 0.0% 0.0% 404 +42 2.87% Q3 2026 Oct 21, 2026
Kestra Advisory Services, LLC History New 1,477 363 0.0% — 405 +1,477 New Q3 2026 Nov 02, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,701 361 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL SECURITIES, INC. History No change 1,697 360 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY FAMILY OFFICE, LLC History Reduced 1,452 357 0.08% 0.08% 408 -96 -6.2% Q3 2026 Nov 04, 2026
Diversify Advisory Services, LLC History New 1,343 354 0.01% — 409 +1,343 New Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 1,343 354 0.01% — 410 +1,343 New Q3 2026 Oct 20, 2026
MQS Management LLC History No change 1,646 350 0.43% 0.43% 411 0 0.0% Q2 2026 Aug 07, 2026
Baker Avenue Asset Management, LP History No change 1,635 347 0.01% 0.01% 412 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History Reduced 1,415 346 0.0% 0.01% 413 -43,212 -96.83% Q3 2026 Nov 04, 2026
Versant Capital Management, Inc History Added to 1,405 345 0.03% 0.02% 414 +255 22.17% Q3 2026 Oct 01, 2026
Integrated Investment Consultants, LLC History No change 1,621 344 0.07% 0.07% 415 0 0.0% Q2 2026 Aug 17, 2026
Harbour Capital Advisors, LLC History No change 1,400 344 0.06% 0.06% 416 0 0.0% Q3 2026 Oct 13, 2026
Kera Capital Partners, Inc. History No change 1,618 344 0.03% 0.03% 417 0 0.0% Q2 2026 Aug 14, 2026
FULTON BANK, N.A. History Added to 1,393 343 0.01% 0.01% 418 +22 1.6% Q3 2026 Oct 14, 2026
MBL Wealth, LLC History New 1,392 342 0.02% — 420 +1,392 New Q3 2026 Oct 22, 2026
DAVENPORT & Co LLC History Added to 1,389 342 0.0% 0.0% 419 +16 1.17% Q3 2026 Oct 14, 2026
Camelot Portfolios, LLC History No change 1,590 338 0.24% 0.24% 421 0 0.0% Q2 2026 Jul 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 1,348 331 0.0% 0.0% 422 +25 1.89% Q3 2026 Nov 04, 2026
PINNACLE ASSOCIATES LTD History Added to 1,344 330 0.0% 0.0% 423 +6 0.45% Q3 2026 Oct 20, 2026
Waverly Advisors, LLC History No change 1,546 328 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 1,321 325 0.0% 0.0% 425 +87 7.05% Q3 2026 Nov 03, 2026
Live Oak Investment Partners History No change 1,320 325 0.18% 0.15% 426 0 0.0% Q3 2026 Oct 23, 2026
SYON CAPITAL LLC History No change 1,525 324 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 14, 2026
Crestwood Advisors Group, LLC History New 1,309 322 0.0% — 429 +1,309 New Q3 2026 Oct 27, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 1,516 322 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History Added to 1,291 317 0.01% 0.01% 430 +196 17.9% Q3 2026 Nov 04, 2026
Symphony Financial, Ltd. Co. History Added to 1,271 317 0.03% 0.03% 431 +12 0.95% Q3 2026 Oct 22, 2026
GLENMEDE TRUST CO NA History No change 1,484 315 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 10, 2026
Inscription Capital, LLC History Added to 1,277 314 0.03% 0.02% 433 +134 11.72% Q3 2026 Nov 02, 2026
WESPAC Advisors, LLC History New 1,271 312 0.16% — 435 +1,271 New Q3 2026 Oct 26, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 1,271 312 0.0% 0.0% 434 -182 -12.53% Q3 2026 Oct 30, 2026
MATHER GROUP, LLC. History Added to 1,248 307 0.0% 0.0% 436 +98 8.52% Q3 2026 Oct 14, 2026
Apollon Wealth Management, LLC History Added to 1,234 303 0.0% 0.0% 437 +150 13.84% Q3 2026 Oct 23, 2026
MainStreet Investment Advisors LLC History No change 1,393 296 0.04% 0.04% 438 0 0.0% Q2 2026 Aug 12, 2026
PROFUND ADVISORS LLC History Reduced 1,200 295 0.01% 0.01% 439 -22 -1.8% Q3 2026 Oct 28, 2026
CWA Asset Management Group, LLC History Added to 1,199 295 0.01% 0.01% 440 +11 0.93% Q3 2026 Oct 19, 2026
Concurrent Investment Advisors, LLC History Reduced 1,188 292 0.0% 0.0% 442 -39 -3.18% Q3 2026 Oct 16, 2026
SAGE RHINO CAPITAL LLC History Reduced 1,189 292 0.05% 0.04% 441 -11 -0.92% Q3 2026 Oct 27, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,370 291 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 1,366 290 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 13, 2026
Centiva Capital, LP History No change 1,358 288 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 1,319 280 0.02% 0.02% 446 0 0.0% Q2 2026 Aug 04, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,131 278 0.0% 0.0% 447 -87 -7.14% Q3 2026 Nov 02, 2026
Snowden Capital Advisors LLC History No change 1,304 277 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 13, 2026
Baron Wealth Management LLC History Added to 1,118 275 0.07% 0.06% 449 +30 2.76% Q3 2026 Oct 27, 2026
nVerses Capital, LLC History No change 1,289 274 0.42% 0.42% 450 0 0.0% Q2 2026 Aug 04, 2026
GUGGENHEIM CAPITAL LLC History No change 1,277 271 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History Added to 1,093 269 0.02% 0.02% 452 +20 1.86% Q3 2026 Oct 26, 2026
GAMCO INVESTORS, INC. ET AL History No change 1,266 269 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 1,264 268 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 11, 2026
Argent Trust Co History No change 1,262 268 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 06, 2026
JMN Financial LLC History No change 1,231 261 0.2% 0.2% 456 0 0.0% Q2 2026 Aug 10, 2026
Beverly Hills Private Wealth, LLC History New 1,022 251 0.04% — 457 +1,022 New Q3 2026 Nov 03, 2026
WADDELL & ASSOCIATES, LLC History No change 1,179 250 0.01% 0.01% 458 0 0.0% Q2 2026 Jul 15, 2026
First Bank & Trust History No change 1,015 249 0.04% 0.03% 459 0 0.0% Q3 2026 Oct 16, 2026
Paragon Capital Management Ltd History Reduced 1,000 246 0.05% 0.04% 460 -1 -0.1% Q3 2026 Oct 09, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 996 245 0.0% — 461 +996 New Q3 2026 Nov 04, 2026
Trust Point Inc. History New 983 242 0.02% — 462 +983 New Q3 2026 Oct 27, 2026
Legacy Capital Wealth Partners, LLC History Reduced 967 238 0.05% 0.04% 463 -39 -3.88% Q3 2026 Oct 21, 2026
AlTi Global, Inc. History No change 1,119 237 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 05, 2026
Olympiad Research LP History New 960 236 0.31% — 465 +960 New Q3 2026 Nov 04, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 943 232 0.01% 0.01% 466 -607 -39.16% Q3 2026 Oct 05, 2026
Boston Trust Walden Corp History New 903 222 0.0% — 467 +903 New Q3 2026 Oct 30, 2026
Rafferty Asset Management, LLC History No change 1,032 219 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History New 883 217 0.01% — 469 +883 New Q3 2026 Oct 23, 2026
Beacon Pointe Advisors, LLC History No change 1,015 215 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 18, 2026
Quent Capital, LLC History No change 1,010 214 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 07, 2026
Soltis Investment Advisors LLC History New 867 213 0.01% — 472 +867 New Q3 2026 Oct 28, 2026
OPPENHEIMER & CO INC History New 865 212 0.0% — 474 +865 New Q3 2026 Oct 26, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,000 212 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 14, 2026
Wick Capital Partners, LLC History No change 993 211 0.03% 0.03% 475 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History New 847 208 0.02% — 478 +847 New Q3 2026 Oct 26, 2026
Meeder Advisory Services, Inc. History No change 980 208 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Consulting Group, LLC History No change 980 208 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 838 206 0.06% 0.04% 479 +136 19.37% Q3 2026 Oct 07, 2026
TWO SIGMA SECURITIES, LLC History No change 964 204 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 960 204 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 955 202 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 12, 2026
Belpointe Asset Management LLC History No change 943 200 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 31, 2026
Hilltop National Bank History No change 775 190 0.04% 0.04% 484 0 0.0% Q3 2026 Oct 14, 2026
Cassaday & Co Wealth Management LLC History No change 700 172 0.0% 0.0% 485 0 0.0% Q3 2026 Oct 27, 2026
GLOBEFLEX CAPITAL L P History No change 757 160 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 12, 2026
Hamilton Capital Partners Inc. History No change 745 158 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History Added to 638 157 0.1% 0.07% 488 +100 18.59% Q3 2026 Oct 30, 2026
USA FINANCIAL FORMULAS History New 598 147 0.03% — 489 +598 New Q3 2026 Oct 16, 2026
HARBOUR INVESTMENTS, INC. History No change 685 145 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 680 144 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History Reduced 580 142 0.01% 0.02% 492 -508 -46.69% Q3 2026 Oct 28, 2026
Fulcrum Asset Management LLP History New 555 140 0.01% — 493 +555 New Q3 2026 Nov 04, 2026
Larson Financial Group LLC History No change 652 138 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 14, 2026
Axxion S.A. History New 558 137 0.01% — 496 +558 New Q3 2026 Oct 22, 2026
ASSETMARK, INC History Reduced 560 137 0.0% 0.0% 495 -46 -7.59% Q3 2026 Oct 21, 2026
Root Financial Partners, LLC History New 552 135 0.0% — 497 +552 New Q3 2026 Oct 21, 2026
Quarry LP History No change 625 132 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History Added to 530 130 0.06% 0.05% 500 +2 0.38% Q3 2026 Oct 14, 2026
Institute for Wealth Management, LLC. History No change 613 130 0.01% 0.01% 499 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History Reduced 523 128 0.0% 0.0% 501 -16 -2.97% Q3 2026 Oct 16, 2026
NBH Bank History No change 580 123 0.05% 0.05% 502 0 0.0% Q2 2026 Aug 14, 2026
WPG Advisers, LLC History Reduced 461 113 0.06% 0.06% 503 -15 -3.15% Q3 2026 Oct 27, 2026
Provenance Wealth Advisors, LLC History New 447 110 0.01% — 504 +447 New Q3 2026 Oct 30, 2026
Dorato Capital Management History New 436 109 0.07% — 505 +436 New Q3 2026 Oct 08, 2026
True Wealth Design, LLC History Added to 433 106 0.02% 0.02% 506 +47 12.18% Q3 2026 Oct 13, 2026
Transamerica Financial Advisors, LLC History No change 439 93 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 349 85 0.0% 0.0% 508 +43 14.05% Q3 2026 Oct 28, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 393 83 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History Added to 325 80 0.01% 0.0% 510 +135 71.05% Q3 2026 Oct 26, 2026
Bayforest Capital Ltd History Reduced 319 78 0.12% 0.09% 511 -136 -29.89% Q3 2026 Nov 03, 2026
Smithfield Trust Co History No change 355 75 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 342 72 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 12, 2026
Aster Capital Management (DIFC) Ltd History No change 340 72 0.02% 0.02% 514 0 0.0% Q2 2026 Aug 14, 2026
Vestcor Inc History No change 326 69 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 11, 2026
Cedar Mountain Advisors, LLC History No change 281 69 0.01% 0.01% 516 0 0.0% Q3 2026 Oct 15, 2026
LRI Investments, LLC History No change 328 69 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 14, 2026
Oakworth Capital, Inc. History No change 279 68 0.0% 0.0% 518 0 0.0% Q3 2026 Oct 26, 2026
Bruce G. Allen Investments, LLC History No change 323 68 0.04% 0.04% 519 0 0.0% Q2 2026 Jul 31, 2026
Curat Global, LLC History Reduced 275 67 0.06% 0.36% 521 -1,094 -79.91% Q3 2026 Oct 26, 2026
HighMark Wealth Management LLC History No change 317 67 0.02% 0.02% 520 0 0.0% Q2 2026 Aug 12, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 266 65 0.01% — 522 +266 New Q3 2026 Oct 16, 2026
V-Square Quantitative Management LLC History Added to 261 64 0.01% 0.01% 524 +3 1.16% Q3 2026 Oct 15, 2026
TOTH FINANCIAL ADVISORY CORP History No change 260 64 0.01% 0.01% 523 0 0.0% Q3 2026 Oct 08, 2026
TOBAM History No change 254 63 0.03% 0.01% 525 0 0.0% Q3 2026 Nov 03, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History New 250 61 0.0% — 527 +250 New Q3 2026 Oct 30, 2026
Fortitude Family Office, LLC History Added to 249 61 0.01% 0.01% 526 +96 62.75% Q3 2026 Oct 14, 2026
Elyxium Wealth, LLC History New 236 58 0.01% — 528 +236 New Q3 2026 Oct 27, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 217 53 0.0% 0.0% 530 -141 -39.39% Q3 2026 Nov 04, 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA History No change 250 53 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 14, 2026
Deseret Mutual Benefit Administrators History No change 216 53 0.02% 0.01% 531 0 0.0% Q3 2026 Nov 04, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 212 52 0.0% 0.01% 532 -151 -41.6% Q3 2026 Oct 16, 2026
ENTRUST FINANCIAL LLC History Added to 205 50 0.02% 0.03% 534 +9 4.59% Q3 2026 Nov 03, 2026
Millstone Evans Group, LLC History No change 239 50 0.03% 0.03% 533 0 0.0% Q2 2026 Aug 11, 2026
Quest 10 Wealth Builders, Inc. History No change 195 48 0.04% 0.03% 535 0 0.0% Q3 2026 Nov 02, 2026
BOKF, NA History Reduced 180 44 0.0% 0.0% 536 -2 -1.1% Q3 2026 Oct 27, 2026
Rossby Financial, LCC History No change 199 42 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 04, 2026
WOLFF WIESE MAGANA LLC History No change 158 38 0.02% 0.02% 538 0 0.0% Q3 2026 Oct 15, 2026
Reyes Financial Architecture, Inc. History New 154 37 0.02% — 539 +154 New Q3 2026 Oct 21, 2026
Park Place Capital Corp History No change 170 36 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 13, 2026
DT Investment Partners, LLC History No change 139 34 0.0% 0.0% 541 0 0.0% Q3 2026 Oct 27, 2026
Alpine Bank Wealth Management History No change 141 34 0.0% 0.0% 542 0 0.0% Q3 2026 Oct 16, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 138 33 0.0% 0.0% 543 +1 0.73% Q3 2026 Oct 27, 2026
Activest Wealth Management History No change 131 32 0.01% 0.01% 544 0 0.0% Q3 2026 Oct 15, 2026
Balance Wealth Partners LLC History New 120 29 0.01% — 545 +120 New Q3 2026 Oct 27, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 116 28 0.0% 0.0% 546 0 0.0% Q3 2026 Oct 09, 2026
BFC Planning, Inc. History No change 136 28 0.0% 0.0% 547 0 0.0% Q2 2026 Oct 29, 2026
Geneos Wealth Management Inc. History No change 129 27 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 06, 2026
Community Bank, N.A. History No change 123 26 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 123 26 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 21, 2026
Triumph Capital Management History No change 102 25 0.0% 0.0% 551 0 0.0% Q3 2026 Oct 14, 2026
CVA Family Office, LLC History No change 114 24 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 07, 2026
Caitlin John, LLC History No change 104 22 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 17, 2026
JFS WEALTH ADVISORS, LLC History No change 89 21 0.0% 0.0% 554 0 0.0% Q3 2026 Nov 03, 2026
CENTRAL TRUST Co History No change 97 20 0.0% 0.0% 555 0 0.0% Q2 2026 Jul 31, 2026
Keating Financial Advisory Services, Inc. History No change 98 20 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 96 20 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 14, 2026
Holos Integrated Wealth LLC History No change 73 19 0.01% 0.01% 558 0 0.0% Q3 2026 Oct 23, 2026
PRIVATE TRUST CO NA History Added to 75 18 0.0% 0.0% 559 +39 108.33% Q3 2026 Oct 20, 2026
First Eagle Investment Management, LLC History No change 89 18 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 05, 2026
S&T BANK/PA History No change 80 17 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 12, 2026
Bare Financial Services, Inc History Added to 64 15 0.0% 0.0% 562 +9 16.36% Q3 2026 Nov 04, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 71 15 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History Reduced 57 14 0.0% 0.0% 565 -21 -26.92% Q3 2026 Oct 21, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 57 14 0.0% 0.0% 564 0 0.0% Q3 2026 Oct 22, 2026
Colonial Trust Co / SC History No change 65 13 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 11, 2026
Accordant Advisory Group Inc History No change 53 13 0.01% 0.01% 567 0 0.0% Q3 2026 Oct 29, 2026
TRUST CO OF VERMONT History New 50 12 0.0% — 571 +50 New Q3 2026 Oct 21, 2026
GoalVest Advisory LLC History New 49 12 0.0% — 572 +49 New Q3 2026 Oct 02, 2026
Golden State Wealth Management, LLC History Reduced 51 12 0.0% 0.0% 569 -5 -8.93% Q3 2026 Nov 02, 2026
Prestige Wealth Management Group LLC History No change 58 12 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 14, 2026
Owl Creek Wealth Partners LLC History No change 50 12 0.0% 0.0% 570 0 0.0% Q3 2026 Oct 20, 2026
Bell Investment Advisors, Inc History No change 46 11 0.0% 0.0% 573 0 0.0% Q3 2026 Oct 28, 2026
Heritage Family Offices, LLP History New 43 10 0.0% — 574 +43 New Q3 2026 Nov 02, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 38 9 0.0% 0.0% 575 0 0.0% Q3 2026 Oct 16, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 46 9 0.0% 0.0% 576 0 0.0% Q2 2026 Oct 30, 2026
CX Institutional History Added to 31 8 0.0% 0.0% 577 +13 72.22% Q3 2026 Oct 02, 2026
JPL Wealth Management, LLC History No change 39 8 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History No change 34 8 0.0% 0.0% 579 0 0.0% Q3 2026 Oct 19, 2026
Glen Eagle Advisors, LLC History No change 42 8 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 14, 2026
Fourth Dimension Wealth, LLC History No change 41 8 0.0% 0.0% 581 0 0.0% Q2 2026 Jul 31, 2026
Capital Advisors, Ltd. LLC History New 28 7 0.0% — 588 +28 New Q3 2026 Oct 27, 2026
Hughes Financial Services, LLC History Added to 27 7 0.0% 0.0% 586 +14 107.69% Q3 2026 Oct 30, 2026
Clearstead Advisors, LLC History No change 33 7 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Trust, LLC History No change 35 7 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 06, 2026
Byrne Asset Management LLC History No change 30 7 0.0% 0.0% 584 0 0.0% Q3 2026 Oct 06, 2026
DiNuzzo Private Wealth, Inc. History No change 30 7 0.0% 0.0% 585 0 0.0% Q3 2026 Oct 15, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 39 7 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 13, 2026
Creative Capital Management Investments LLC History Added to 27 6 0.0% 0.0% 596 +8 42.11% Q3 2026 Oct 27, 2026
J.Safra Asset Management Corp History Added to 25 6 0.0% 0.0% 589 +7 38.89% Q3 2026 Nov 03, 2026
PFS Partners, LLC History Added to 26 6 0.0% 0.0% 597 +1 4.0% Q3 2026 Oct 21, 2026
Heritage Wealth Advisors History No change 32 6 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 14, 2026
First Command Advisory Services, Inc. History No change 178 6 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 10, 2026
Steigerwald, Gordon & Koch Inc. History No change 31 6 0.0% 0.0% 592 0 0.0% Q2 2026 Jul 22, 2026
Physician Wealth Advisors, Inc. History No change 25 6 0.0% 0.0% 593 0 0.0% Q3 2026 Oct 20, 2026
HOEY INVESTMENTS, INC History No change 26 6 0.0% 0.0% 594 0 0.0% Q3 2026 Oct 28, 2026
High Note Wealth, LLC History No change 25 6 0.0% 0.0% 595 0 0.0% Q3 2026 Oct 27, 2026
Frazier Financial Advisors, LLC History No change 31 6 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 10, 2026
GK Wealth Management LLC History New 22 5 0.0% — 607 +22 New Q3 2026 Oct 09, 2026
ST GERMAIN D J CO INC History No change 27 5 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 21, 2026
TD Capital Management LLC History No change 25 5 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 06, 2026
Kemnay Advisory Services Inc. History No change 28 5 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 22 5 0.0% 0.0% 602 0 0.0% Q3 2026 Nov 02, 2026
IAG Wealth Partners, LLC History No change 24 5 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 06, 2026
Cromwell Holdings LLC History No change 22 5 0.0% 0.0% 604 0 0.0% Q3 2026 Oct 28, 2026
Retirement Wealth Solutions LLC History No change 23 5 0.0% 0.0% 605 0 0.0% Q3 2026 Oct 07, 2026
BAYBAN History No change 28 5 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 30, 2026
Signature Equity Partners, LLC History Added to 17 4 0.0% 0.0% 612 +6 54.55% Q3 2026 Oct 29, 2026
Bay Harbor Wealth Management, LLC History Added to 19 4 0.0% 0.0% 609 +3 18.75% Q3 2026 Nov 03, 2026
COUNTRY TRUST BANK History No change 19 4 0.0% 0.0% 608 0 0.0% Q3 2026 Oct 30, 2026
Coston, McIsaac & Partners History No change 21 4 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 12, 2026
BIRCHBROOK, INC. History No change 19 4 0.0% 0.0% 611 0 0.0% Q3 2026 Oct 14, 2026
HIGHLINE WEALTH PARTNERS LLC History New 16 3 0.0% — 614 +16 New Q3 2026 Oct 19, 2026
Rialto Wealth Management, LLC History No change 16 3 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 11, 2026
UMB Private Wealth Management, LLC History New 12 2 0.0% — 630 +12 New Q3 2026 Oct 19, 2026
Manchester Capital Management LLC History Added to 10 2 0.0% 0.0% 618 +1 11.11% Q3 2026 Oct 22, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 11 2 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 12 2 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 10 2 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 11 2 0.0% 0.0% 619 0 0.0% Q3 2026 Oct 23, 2026
Bogart Wealth, LLC History No change 10 2 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 24, 2026
Providence Capital Advisors, LLC History No change 10 2 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 11, 2026
Avion Wealth History No change 11 2 0.0% 0.0% 622 0 0.0% Q3 2026 Nov 03, 2026
SHP Wealth Management History No change 11 2 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 11, 2026
Beaird Harris Wealth Management, LLC History No change 12 2 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 08, 2026
Dunhill Financial, LLC History No change 10 2 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History No change 9 2 0.0% 0.0% 626 0 0.0% Q3 2026 Nov 04, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 11 2 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 13 2 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 13, 2026
HFM Investment Advisors, LLC History No change 10 2 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 04, 2026
VALLEY NATIONAL ADVISERS INC History New 7 1 0.0% — 645 +7 New Q3 2026 Oct 23, 2026
William Mack & Associates, Inc. History New 6 1 0.0% — 646 +6 New Q3 2026 Oct 27, 2026
James T. Borello RIA History Reduced 6 1 0.0% 0.0% 644 -1 -14.29% Q3 2026 Oct 16, 2026
FIRST HORIZON CORP History No change 5 1 0.0% 0.0% 631 0 0.0% Q3 2026 Oct 26, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 7 1 0.0% 0.0% 632 0 0.0% Q3 2026 Nov 04, 2026
HM PAYSON & CO History No change 6 1 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 17, 2026
Asset Dedication, LLC History No change 7 1 0.0% 0.0% 634 0 0.0% Q3 2026 Nov 02, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 8 1 0.0% 0.0% 635 0 0.0% Q2 2026 Jul 27, 2026
Anchor Investment Management, LLC History No change 5 1 0.0% 0.0% 636 0 0.0% Q2 2026 Sep 15, 2026
Salomon & Ludwin, LLC History No change 6 1 0.0% 0.0% 637 0 0.0% Q3 2026 Oct 29, 2026
Addison Advisors LLC History No change 9 1 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 10, 2026
Abound Wealth Management History No change 6 1 0.0% 0.0% 639 0 0.0% Q3 2026 Oct 26, 2026
Rakuten Securities, Inc. History No change 7 1 0.0% 0.0% 640 0 0.0% Q3 2026 Nov 02, 2026
Kilter Group LLC History No change 8 1 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 7 1 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 13, 2026
Planning Strategies Inc. History No change 5 1 0.0% 0.0% 643 0 0.0% Q3 2026 Oct 02, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.1% — -23,733 -100.0% Q3 2026 Oct 16, 2026
Oak Thistle LLC History Closed out 0 0 — 0.37% — -18,107 -100.0% Q3 2026 Oct 21, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Closed out 0 0 — 0.02% — -3,678 -100.0% Q3 2026 Oct 22, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 — 0.06% — -2,799 -100.0% Q3 2026 Oct 16, 2026
111 Capital History Closed out 0 0 — 0.08% — -2,200 -100.0% Q3 2026 Nov 03, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Closed out 0 0 — 0.02% — -1,832 -100.0% Q3 2026 Nov 03, 2026
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.0% — -1,725 -100.0% Q3 2026 Oct 15, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Closed out 0 0 — 0.01% — -1,146 -100.0% Q3 2026 Oct 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -217 -100.0% Q3 2026 Nov 02, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 — 0.02% — -205 -100.0% Q3 2026 Oct 14, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -187 -100.0% Q3 2026 Oct 15, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -87 -100.0% Q3 2026 Oct 16, 2026
CULLEN/FROST BANKERS, INC. History Closed out 0 0 — 0.0% — -18 -100.0% Q3 2026 Oct 28, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2026 Oct 20, 2026
Investors Research Corp History Closed out 0 0 — 0.0% — -10 -100.0% Q3 2026 Oct 07, 2026
Navigoe, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Nov 03, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 29, 2026
Ascentis Independent Advisors History New 2 0 — — — +2 New Q3 2026 Nov 03, 2026
Spire Wealth Management History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 30, 2026
Raleigh Capital Management Inc. History Reduced 3 0 — — — -1 -25.0% Q3 2026 Oct 28, 2026
DecisionPoint Financial, LLC History Added to 3 0 — — — +1 50.0% Q3 2026 Oct 27, 2026
SouthState Bank Corp History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
MOTCO History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
North Star Investment Management Corp. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Financial Management Professionals, Inc. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Quaker Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
CoreCap Advisors, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Valued Wealth Advisors LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Mosley Wealth Management History No change 2 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
American Capital Advisory, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Seneschal Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Principia Wealth Advisory, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Cornerstone Financial Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 28, 2026
1015 Capital Partners, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 21, 2026