REPLIGEN CORP - RGEN

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 5,384,938 734,720 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 3,326,690 453,893 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 2,790,650 380,756 2.1% 2.1% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,411,171 328,980 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,312,825 315,561 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
MAVERICK CAPITAL LTD History No change 1,984,554 270,772 2.39% 2.39% 6 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,800,530 245,681 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 22, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,752,274 239,081 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 1,617,021 220,610 0.07% 0.07% 9 0 0.0% Q2 2026 Aug 03, 2026
AMERIPRISE FINANCIAL INC History No change 1,576,132 215,047 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 1,086,970 208,948 0.03% 0.03% 11 -435,889 -28.62% Q3 2026 Nov 05, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 1,020,907 196,248 1.27% 0.85% 12 +8,681 0.86% Q3 2026 Oct 06, 2026
T. Rowe Price Investment Management, Inc. History No change 1,411,619 192,602 0.13% 0.13% 13 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 1,387,242 189,275 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 938,169 180,353 0.03% 0.02% 15 -11,694 -1.23% Q3 2026 Nov 04, 2026
Holocene Advisors, LP History No change 1,292,191 176,306 0.4% 0.4% 16 0 0.0% Q2 2026 Aug 14, 2026
WASATCH ADVISORS LP History Reduced 907,159 174,383 1.29% 1.42% 17 -683,092 -42.95% Q3 2026 Oct 13, 2026
RTW INVESTMENTS, LP History No change 1,240,637 169,272 1.45% 1.45% 18 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,062,476 144,997 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 12, 2026
Conestoga Capital Advisors, LLC History Reduced 700,626 134,681 4.07% 2.91% 20 -280,357 -28.58% Q3 2026 Nov 02, 2026
GOLDMAN SACHS GROUP INC History No change 965,411 131,720 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Stephens Investment Management Group LLC History No change 937,084 127,855 1.37% 1.37% 22 0 0.0% Q2 2026 Jul 29, 2026
FRANKLIN RESOURCES INC History No change 890,216 121,461 0.03% 0.03% 23 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 795,009 108,471 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 788,571 107,592 0.32% 0.32% 25 0 0.0% Q2 2026 Aug 11, 2026
BAMCO INC /NY/ History No change 748,466 102,120 0.15% 0.15% 26 0 0.0% Q2 2026 Aug 14, 2026
FRED ALGER MANAGEMENT, LLC History No change 733,739 100,111 0.33% 0.33% 27 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 696,173 94,985 0.07% 0.07% 28 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 795,282 93,700 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 14, 2026
GENEVA CAPITAL MANAGEMENT LLC History No change 656,093 89,517 2.05% 2.05% 30 0 0.0% Q2 2026 Aug 06, 2026
FIRST TRUST ADVISORS LP History No change 634,219 86,532 0.05% 0.05% 31 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 432,106 83,064 0.14% 0.1% 32 -4,759 -1.09% Q3 2026 Nov 05, 2026
NORGES BANK History No change 575,226 78,483 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 12, 2026
TimesSquare Capital Management, LLC History Reduced 397,389 76,390 1.25% 0.9% 34 -49,575 -11.09% Q3 2026 Nov 03, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 549,203 74,933 0.06% 0.06% 35 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 543,242 74,120 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
Artemis Investment Management LLP History Added to 374,482 71,986 0.63% 0.15% 37 +252,755 207.64% Q3 2026 Oct 08, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 481,744 65,729 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 444,146 60,599 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 427,770 58,946 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 427,109 58,274 0.01% 0.01% 41 0 0.0% Q2 2026 Sep 02, 2026
BANK OF AMERICA CORP /DE/ History No change 426,291 58,163 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 406,001 55,393 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 14, 2026
Vestal Point Capital, LP History No change 400,000 54,576 1.28% 1.28% 44 0 0.0% Q2 2026 Aug 14, 2026
Impax Asset Management Group plc History No change 396,513 54,100 0.35% 0.35% 45 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 373,307 50,934 0.04% 0.04% 46 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 366,121 49,953 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CAPITAL MANAGEMENT INC History No change 361,055 49,262 2.21% 2.21% 48 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 356,942 48,701 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 12, 2026
DF DENT & CO INC History No change 356,854 48,689 0.92% 0.92% 50 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 355,507 48,505 0.06% 0.06% 51 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 336,295 45,884 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 13, 2026
Granahan Investment Management, LLC History No change 332,271 45,335 1.62% 1.62% 53 0 0.0% Q2 2026 Aug 14, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 323,268 44,106 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 14, 2026
Champlain Investment Partners, LLC History No change 318,955 43,518 1.12% 1.12% 55 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 309,059 42,168 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 290,559 39,643 0.26% 0.26% 57 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 282,107 38,490 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 13, 2026
12 West Capital Management LP History No change 280,165 38,225 7.15% 7.15% 59 0 0.0% Q2 2026 Aug 14, 2026
PERCEPTIVE ADVISORS LLC History No change 248,212 33,866 0.51% 0.51% 60 0 0.0% Q2 2026 Aug 14, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 166,046 31,918 0.94% 0.66% 61 -6,461 -3.75% Q3 2026 Nov 05, 2026
LMR Partners LLP History No change 228,600 31,190 0.12% 0.12% 62 0 0.0% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History Reduced 157,773 30,328 0.06% 0.07% 63 -108,199 -40.68% Q3 2026 Oct 29, 2026
AMERICAN CENTURY COMPANIES INC History No change 213,004 29,062 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 12, 2026
NZS Capital, LLC History No change 205,257 28,005 0.73% 0.73% 65 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History Added to 154,190 27,327 0.04% 0.03% 66 +1,083 0.71% Q3 2026 Nov 04, 2026
FIFTH THIRD BANCORP History Reduced 139,119 26,742 0.04% 0.03% 67 -18,305 -11.63% Q3 2026 Nov 05, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 195,435 26,665 0.38% 0.38% 68 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 129,556 24,904 0.01% 0.01% 69 +9,173 7.62% Q3 2026 Nov 02, 2026
Blue Whale Capital LLP History No change 178,377 24,337 0.77% 0.77% 70 0 0.0% Q2 2026 Aug 13, 2026
BRAIDWELL LP History No change 177,100 24,163 0.89% 0.89% 71 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 176,838 24,127 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History No change 174,794 23,848 0.19% 0.19% 73 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 172,826 23,580 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
SEGALL BRYANT & HAMILL, LLC History No change 169,811 23,169 0.27% 0.27% 75 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 168,256 22,957 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 166,157 22,670 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 161,713 22,064 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 155,745 21,249 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 148,676 20,285 0.03% 0.03% 80 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 144,571 19,725 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 142,613 19,458 0.05% 0.05% 82 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 140,415 19,157 0.0% 0.0% 83 0 0.0% Q2 2026 Sep 23, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 134,571 18,361 0.06% 0.06% 84 0 0.0% Q2 2026 Aug 10, 2026
RHUMBLINE ADVISERS History No change 134,370 18,333 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 11, 2026
Curi Capital, LLC History No change 125,661 17,145 0.26% 0.26% 86 0 0.0% Q2 2026 Aug 14, 2026
BROWN CAPITAL MANAGEMENT LLC History Reduced 84,554 16,253 3.08% 3.84% 87 -56,345 -39.99% Q3 2026 Oct 27, 2026
Nuveen, LLC History No change 117,519 16,034 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 117,103 15,977 0.02% 0.02% 89 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 115,136 15,709 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 111,759 15,248 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 110,995 15,144 0.71% 0.71% 92 0 0.0% Q2 2026 Aug 14, 2026
Covea Finance History Added to 78,300 15,051 0.49% 0.12% 93 +50,300 179.64% Q3 2026 Oct 21, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 109,768 14,976 0.65% 0.65% 94 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 109,432 14,930 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 07, 2026
Swiss National Bank History No change 104,700 14,285 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 100,045 13,650 0.09% 0.09% 97 0 0.0% Q2 2026 Aug 12, 2026
LORD, ABBETT & CO. LLC History No change 97,965 13,366 0.04% 0.04% 98 0 0.0% Q2 2026 Aug 14, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 89,969 12,275 0.4% 0.4% 99 0 0.0% Q2 2026 Jul 17, 2026
STRS OHIO History Added to 61,381 11,799 0.04% 0.03% 100 +5,359 9.57% Q3 2026 Oct 30, 2026
D. E. Shaw & Co., Inc. History No change 83,328 11,369 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History Added to 58,210 11,189 0.03% 0.02% 102 +3,368 6.14% Q3 2026 Nov 04, 2026
Freshford Capital Management, LLC History No change 79,048 10,785 3.69% 3.69% 103 0 0.0% Q2 2026 Aug 14, 2026
Avidity Partners Management LP History No change 77,800 10,615 1.7% 1.7% 104 0 0.0% Q2 2026 Aug 14, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 77,561 10,582 0.42% 0.42% 105 0 0.0% Q2 2026 Aug 18, 2026
Duquesne Family Office LLC History No change 77,400 10,560 0.2% 0.2% 106 0 0.0% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History No change 74,996 10,232 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 03, 2026
Pier Capital, LLC History No change 74,238 10,129 1.34% 1.34% 108 0 0.0% Q2 2026 Aug 05, 2026
Ensign Peak Advisors, Inc History No change 69,687 9,508 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 68,988 9,412 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 47,032 9,041 0.02% 0.01% 111 -1,300 -2.69% Q3 2026 Oct 22, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 61,467 8,386 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 60,112 8,201 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 24, 2026
Hudson Bay Capital Management LP History No change 60,000 8,186 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 14, 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA History No change 59,250 8,084 1.73% 1.73% 115 0 0.0% Q2 2026 Aug 14, 2026
Slow Capital, Inc. History Reduced 41,776 8,030 0.9% 0.67% 116 -65 -0.16% Q3 2026 Oct 23, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 55,503 7,572 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 17, 2026
IMC-Chicago, LLC History Added to 39,194 7,534 0.0% 0.0% 118 +10,894 38.49% Q3 2026 Nov 05, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 39,113 7,518 0.07% 0.02% 119 +21,445 121.38% Q3 2026 Oct 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 50,398 6,876 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 49,138 6,704 0.08% 0.08% 121 0 0.0% Q2 2026 Jul 29, 2026
Aberdeen Group plc History No change 48,404 6,604 0.01% 0.01% 122 0 0.0% Q2 2026 Jul 31, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 48,095 6,562 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 10, 2026
TD ASSET MANAGEMENT INC History No change 47,266 6,448 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 04, 2026
CITIGROUP INC History Added to 33,395 6,419 0.0% 0.0% 125 +13,934 71.6% Q3 2026 Nov 04, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 32,341 6,216 0.07% 0.07% 126 -13,985 -30.19% Q3 2026 Oct 27, 2026
Walleye Trading LLC History No change 44,568 6,080 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 03, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 43,887 5,987 0.06% 0.06% 128 0 0.0% Q2 2026 Aug 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 30,846 5,929 0.12% 0.09% 129 -593 -1.89% Q3 2026 Nov 03, 2026
READYSTATE ASSET MANAGEMENT LP History No change 41,500 5,662 0.19% 0.19% 130 0 0.0% Q2 2026 Aug 14, 2026
WEITZ INVESTMENT MANAGEMENT, INC. History No change 40,800 5,566 0.39% 0.39% 131 0 0.0% Q2 2026 Aug 12, 2026
EFG International AG History No change 40,543 5,529 0.1% 0.1% 132 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 38,172 5,208 0.0% 0.0% 133 0 0.0% Q2 2026 Sep 09, 2026
Verition Fund Management LLC History No change 37,996 5,184 0.03% 0.03% 134 0 0.0% Q2 2026 Aug 14, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 37,549 5,123 0.08% 0.08% 135 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Added to 25,033 4,812 0.03% 0.02% 136 +1,555 6.62% Q3 2026 Oct 23, 2026
E. Ohman J:or Asset Management AB History Reduced 24,980 4,801 0.11% 0.09% 137 -3,620 -12.66% Q3 2026 Oct 22, 2026
STIFEL FINANCIAL CORP History No change 34,771 4,744 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 33,715 4,600 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 32,751 4,468 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 31,691 4,323 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 31,513 4,294 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 13, 2026
Pembroke Management, LTD History Added to 21,884 4,206 0.52% 0.34% 143 +5,941 37.26% Q3 2026 Oct 21, 2026
JONES FINANCIAL COMPANIES LLLP History No change 28,179 4,142 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
Lisanti Capital Growth, LLC History New 21,115 4,058 1.09% — 145 +21,115 New Q3 2026 Nov 05, 2026
XTX Topco Ltd History No change 29,711 4,053 0.05% 0.05% 146 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 28,978 3,953 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 11, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 20,534 3,947 0.04% 0.03% 148 +848 4.31% Q3 2026 Oct 23, 2026
Sivik Global Healthcare LLC History New 20,000 3,844 2.2% — 149 +20,000 New Q3 2026 Oct 13, 2026
Russell Investments Group, Ltd. History No change 27,957 3,814 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 27,691 3,778 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 27,583 3,763 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 07, 2026
Diversify Advisory Services, LLC History Added to 20,028 3,688 0.06% 0.04% 153 +1,434 7.71% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 20,028 3,688 0.06% 0.04% 154 +1,434 7.71% Q3 2026 Oct 20, 2026
MILLENNIUM MANAGEMENT LLC History No change 27,000 3,683 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 26,804 3,657 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
Cinctive Capital Management LP History No change 26,065 3,556 0.13% 0.13% 157 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 25,992 3,546 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History No change 25,731 3,510 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 25,678 3,503 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 18,167 3,492 0.29% 0.2% 161 +439 2.48% Q3 2026 Oct 06, 2026
MetLife Investment Management, LLC History No change 25,532 3,483 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 13, 2026
Longaeva Partners L.P. History No change 24,616 3,358 0.07% 0.07% 163 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 24,465 3,338 0.04% 0.04% 164 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History Reduced 17,322 3,329 0.01% 0.01% 165 -701 -3.89% Q3 2026 Nov 05, 2026
US BANCORP \DE\ History Reduced 17,224 3,310 0.0% 0.0% 166 -3,153 -15.47% Q3 2026 Nov 05, 2026
HSBC HOLDINGS PLC History No change 24,170 3,301 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 23,836 3,252 0.02% 0.02% 168 0 0.0% Q2 2026 Jul 23, 2026
Louisiana State Employees Retirement System History Added to 16,800 3,229 0.05% 0.03% 169 +1,300 8.39% Q3 2026 Oct 20, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 23,577 3,216 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 12, 2026
Caption Management, LLC History No change 23,400 3,192 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 22,672 3,093 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 22,296 3,042 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 22,070 3,011 0.01% 0.01% 174 0 0.0% Q2 2026 Jul 10, 2026
Virtu Financial LLC History No change 21,638 2,952 0.09% 0.09% 175 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 21,203 2,892 0.08% 0.08% 176 0 0.0% Q2 2026 Aug 13, 2026
Delta Investment Management, LLC History No change 21,162 2,887 0.48% 0.48% 177 0 0.0% Q2 2026 Aug 13, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 14,829 2,850 0.02% 0.03% 178 -11,532 -43.75% Q3 2026 Oct 30, 2026
Arizona State Retirement System History Added to 14,688 2,823 0.01% 0.01% 179 +293 2.04% Q3 2026 Nov 03, 2026
Vanguard Global Advisers, LLC History No change 20,384 2,781 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 14,454 2,778 0.0% 0.0% 181 -3,602 -19.95% Q3 2026 Nov 02, 2026
Man Group plc History No change 20,341 2,775 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 20,025 2,732 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 12, 2026
Krilogy Financial LLC History Reduced 15,066 2,599 0.07% 0.09% 184 -7,033 -31.82% Q3 2026 Oct 13, 2026
Jump Financial, LLC History No change 18,989 2,590 0.02% 0.02% 185 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 13,471 2,589 0.01% 0.01% 186 +777 6.12% Q3 2026 Nov 03, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 18,966 2,587 0.02% 0.02% 187 0 0.0% Q2 2026 Jul 23, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 18,833 2,569 0.13% 0.13% 188 0 0.0% Q2 2026 Aug 07, 2026
Watershed Asset Management, L.L.C. History No change 18,800 2,565 2.29% 2.29% 189 0 0.0% Q2 2026 Aug 14, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 13,253 2,547 0.01% 0.01% 190 +900 7.29% Q3 2026 Oct 27, 2026
Creative Planning History Added to 13,001 2,499 0.0% 0.0% 191 +3,964 43.86% Q3 2026 Nov 02, 2026
Gibbs Wealth Management History Added to 12,866 2,473 0.26% 0.2% 192 +917 7.67% Q3 2026 Oct 22, 2026
VAN ECK ASSOCIATES CORP History No change 17,887 2,440 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 17,822 2,431 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 12,604 2,422 0.03% 0.02% 195 +160 1.29% Q3 2026 Oct 22, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 11,900 2,288 0.06% 0.04% 196 +1,300 12.26% Q3 2026 Nov 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 11,691 2,247 0.02% 0.02% 197 +750 6.85% Q3 2026 Oct 29, 2026
Legato Capital Management LLC History No change 14,562 1,986 0.16% 0.16% 198 0 0.0% Q2 2026 Aug 06, 2026
Eversept Partners, LP History No change 14,401 1,964 0.1% 0.1% 199 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 13,920 1,899 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 13,330 1,818 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 13,125 1,790 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 13, 2026
FACTORY MUTUAL INSURANCE CO History New 9,167 1,762 0.02% — 203 +9,167 New Q3 2026 Oct 29, 2026
SIMPLEX TRADING, LLC History Reduced 9,027 1,735 0.0% 0.0% 204 -5,393 -37.4% Q3 2026 Nov 04, 2026
Erste Asset Management GmbH History No change 12,500 1,712 0.01% 0.01% 205 0 0.0% Q2 2026 Jul 28, 2026
Dana Investment Advisors, Inc. History No change 12,424 1,695 0.04% 0.04% 206 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 12,244 1,670 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 8,600 1,653 0.01% 0.01% 208 0 0.0% Q3 2026 Oct 28, 2026
Amundi History No change 12,117 1,653 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 11,927 1,627 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 12, 2026
KLP KAPITALFORVALTNING AS History No change 11,900 1,623 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 12, 2026
Portside Wealth Group, LLC History Added to 8,365 1,608 0.18% 0.13% 212 +312 3.87% Q3 2026 Oct 20, 2026
DEUTSCHE BANK AG\ History No change 11,694 1,595 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 07, 2026
Equitable Holdings, Inc. History No change 11,404 1,555 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 17, 2026
Corient Private Wealth LP History No change 11,319 1,544 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 27, 2026
Pictet Asset Management Holding SA History No change 8,036 1,544 0.0% 0.0% 216 0 0.0% Q3 2026 Nov 03, 2026
Diversified Trust Co History No change 11,273 1,538 0.02% 0.02% 217 0 0.0% Q2 2026 Jul 17, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 7,868 1,512 0.01% 0.01% 218 +659 9.14% Q3 2026 Nov 04, 2026
ALLSTATE CORP History No change 10,861 1,481 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 13, 2026
Havemeyer Place LP History No change 10,703 1,460 0.14% 0.14% 220 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 10,695 1,459 0.02% 0.02% 221 0 0.0% Q2 2026 Aug 11, 2026
Envestnet Portfolio Solutions, Inc. History No change 10,251 1,398 0.01% 0.01% 222 0 0.0% Q2 2026 Sep 23, 2026
Atria Investments, Inc History Added to 7,251 1,393 0.01% 0.01% 223 +942 14.93% Q3 2026 Oct 15, 2026
TWO SIGMA INVESTMENTS, LP History No change 9,901 1,350 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History Added to 6,974 1,340 0.01% 0.01% 225 +545 8.48% Q3 2026 Nov 03, 2026
Lighthouse Investment Partners, LLC History No change 9,712 1,325 0.04% 0.04% 226 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 10,423 1,300 0.0% 0.0% 227 +3,967 61.45% Q3 2026 Oct 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 8,936 1,214 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 8,863 1,209 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 8,287 1,130 0.14% 0.14% 230 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 8,287 1,130 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 14, 2026
GROUPAMA ASSET MANAGMENT History No change 7,938 1,087 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 14, 2026
Cercano Management LLC History No change 7,856 1,071 0.14% 0.14% 233 0 0.0% Q2 2026 Aug 13, 2026
Jefferies Financial Group Inc. History New 5,503 1,057 0.01% — 234 +5,503 New Q3 2026 Nov 05, 2026
Engineers Gate Manager LP History No change 7,646 1,043 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Added to 5,346 1,027 0.01% 0.01% 236 +150 2.89% Q3 2026 Oct 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 7,359 1,004 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 7,222 985 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 07, 2026
Financiere des Professionnels - Fonds d'investissement inc. History New 5,051 970 0.06% — 239 +5,051 New Q3 2026 Nov 03, 2026
GLENMEDE TRUST CO NA History No change 7,055 962 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 10, 2026
Benin Management CORP History No change 5,000 961 0.19% 0.14% 241 0 0.0% Q3 2026 Oct 22, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 6,728 935 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 06, 2026
Advisors Asset Management, Inc. History No change 6,684 911 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 13, 2026
Weiss Asset Management LP History No change 6,593 899 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 14, 2026
Bridgefront Capital, LLC History No change 6,541 892 0.24% 0.24% 245 0 0.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History No change 6,505 887 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 13, 2026
Archford Capital Strategies, LLC History New 4,530 870 0.09% — 247 +4,530 New Q3 2026 Oct 19, 2026
Crossmark Global Holdings, Inc. History Added to 4,525 869 0.01% 0.01% 248 +152 3.48% Q3 2026 Oct 21, 2026
M&T BANK CORP History No change 6,221 849 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 04, 2026
Pacer Advisors, Inc. History No change 6,196 845 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 13, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 4,380 841 0.57% 0.39% 251 0 0.0% Q3 2026 Oct 19, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 6,047 825 0.05% 0.05% 252 0 0.0% Q2 2026 Jul 31, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 5,789 790 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History No change 5,700 777 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History No change 4,000 769 0.36% 0.25% 255 0 0.0% Q3 2026 Oct 22, 2026
AlphaCore Capital LLC History Added to 3,930 755 0.01% 0.01% 256 +1,866 90.41% Q3 2026 Nov 04, 2026
FIRST MANHATTAN CO. LLC. History No change 5,365 732 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 14, 2026
HARVEST MANAGEMENT LLC History No change 5,300 723 0.28% 0.28% 258 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 5,132 700 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History Added to 3,594 690 0.0% 0.0% 260 +265 7.96% Q3 2026 Oct 30, 2026
NICOLET BANKSHARES INC History No change 4,826 682 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 11, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 3,544 681 0.0% 0.0% 262 +1,729 95.26% Q3 2026 Oct 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 4,975 678 0.05% 0.05% 263 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 3,511 674 0.12% 0.1% 264 -533 -13.18% Q3 2026 Oct 28, 2026
Alamea Verwaltungs GmbH History No change 4,852 662 0.53% 0.53% 265 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 4,851 661 0.0% 0.0% 266 0 0.0% Q2 2026 Sep 02, 2026
Swiss Life Asset Management Ltd History Added to 3,432 659 0.0% 0.0% 267 +47 1.39% Q3 2026 Nov 03, 2026
Global Retirement Partners, LLC History No change 4,799 654 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 06, 2026
Callan Family Office, LLC History No change 4,712 642 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 11, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 4,690 639 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 4,602 627 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History Added to 3,244 623 0.01% 0.01% 272 +640 24.58% Q3 2026 Nov 05, 2026
Tower Research Capital LLC (TRC) History No change 4,323 589 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 11, 2026
Ethic Inc. History New 3,054 587 0.01% — 274 +3,054 New Q3 2026 Nov 03, 2026
ExodusPoint Capital Management, LP History No change 4,288 585 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 3,942 580 0.02% 0.02% 276 0 0.0% Q2 2026 Jul 23, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 4,162 567 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 4,154 566 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 12, 2026
D L CARLSON INVESTMENT GROUP INC History No change 4,098 559 0.09% 0.09% 279 0 0.0% Q2 2026 Aug 11, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 2,780 534 0.02% 0.02% 280 +23 0.83% Q3 2026 Oct 26, 2026
Persistent Asset Partners Ltd History No change 3,902 532 0.16% 0.16% 281 0 0.0% Q2 2026 Aug 06, 2026
NORDEN GROUP LLC History Reduced 2,754 529 0.04% 0.03% 282 -286 -9.41% Q3 2026 Oct 20, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 3,801 518 0.03% 0.03% 283 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 3,696 504 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 13, 2026
OPTIMIZE FINANCIAL INC. History No change 3,681 502 0.18% 0.18% 285 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 3,681 502 0.12% 0.12% 286 0 0.0% Q2 2026 Aug 13, 2026
Verdence Capital Advisors LLC History Reduced 2,610 501 0.02% 0.03% 287 -1,296 -33.18% Q3 2026 Oct 26, 2026
Hemenway Trust Co LLC History No change 3,650 498 0.03% 0.03% 288 0 0.0% Q2 2026 Aug 10, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,550 484 0.0% 0.0% 289 0 0.0% Q2 2026 Sep 23, 2026
PARK AVENUE SECURITIES LLC History Added to 2,500 481 0.0% 0.0% 290 +37 1.5% Q3 2026 Oct 26, 2026
Inspire Investing, LLC History Reduced 2,478 476 0.02% 0.01% 291 -183 -6.88% Q3 2026 Oct 22, 2026
DekaBank Deutsche Girozentrale History Reduced 2,430 473 0.0% 0.0% 292 -5,400 -68.97% Q3 2026 Oct 27, 2026
Everhart Financial Group, Inc. History Added to 2,455 471 0.03% 0.02% 293 +236 10.64% Q3 2026 Oct 08, 2026
DnB Asset Management AS History No change 3,306 451 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History Added to 2,269 436 0.01% 0.01% 295 +325 16.72% Q3 2026 Oct 08, 2026
Granite Investment Partners, LLC History Reduced 2,202 423 0.02% 0.02% 296 -38 -1.7% Q3 2026 Nov 04, 2026
China Universal Asset Management Co., Ltd. History Reduced 2,160 420 0.02% 0.02% 297 -340 -13.6% Q3 2026 Oct 27, 2026
FEDERATED HERMES, INC. History No change 3,076 419 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History Added to 2,145 412 0.0% 0.0% 299 +53 2.53% Q3 2026 Oct 28, 2026
Trust Point Inc. History Added to 2,138 410 0.03% 0.02% 300 +383 21.82% Q3 2026 Oct 27, 2026
NorthCrest Asset Manangement, LLC History New 2,482 406 0.01% — 301 +2,482 New Q3 2026 Oct 09, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 2,077 399 0.02% 0.01% 302 0 0.0% Q3 2026 Nov 03, 2026
Fifth Third Wealth Advisors LLC History Added to 2,074 398 0.01% 0.01% 303 +14 0.68% Q3 2026 Oct 22, 2026
Cerity Partners LLC History No change 2,851 388 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History New 2,017 387 0.01% — 306 +2,017 New Q3 2026 Oct 28, 2026
PRUDENTIAL FINANCIAL INC History No change 2,837 387 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 12, 2026
Utah Retirement Systems History No change 2,784 379 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History Reduced 1,962 377 0.06% 0.04% 309 -57 -2.82% Q3 2026 Oct 09, 2026
SG Americas Securities, LLC History No change 2,766 377 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 07, 2026
SUMMITRY LLC History No change 2,737 373 0.01% 0.01% 310 0 0.0% Q2 2026 Jul 21, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 2,680 365 0.07% 0.07% 311 0 0.0% Q2 2026 Jul 21, 2026
BLAIR WILLIAM & CO/IL History No change 2,675 364 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History New 1,875 360 0.0% — 313 +1,875 New Q3 2026 Nov 02, 2026
Qsemble Capital Management, LP History No change 2,635 359 0.05% 0.05% 314 0 0.0% Q2 2026 Aug 03, 2026
KBC Group NV History No change 1,837 353 0.0% 0.0% 315 0 0.0% Q3 2026 Oct 22, 2026
Edgestream Partners, L.P. History No change 2,573 351 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 11, 2026
Premier Fund Managers Ltd History No change 1,806 351 0.04% 0.02% 317 0 0.0% Q3 2026 Nov 02, 2026
WEALTH ALLIANCE, LLC History No change 2,543 346 0.03% 0.03% 318 0 0.0% Q2 2026 Aug 11, 2026
WealthCare Investment Partners, LLC History No change 1,800 346 0.08% 0.06% 319 0 0.0% Q3 2026 Nov 05, 2026
Malaga Cove Capital, LLC History Reduced 1,754 337 0.11% 0.09% 320 -406 -18.8% Q3 2026 Oct 23, 2026
GSA CAPITAL PARTNERS LLP History No change 2,461 336 0.02% 0.02% 321 0 0.0% Q2 2026 Aug 06, 2026
CIBC Asset Management Inc History No change 1,739 334 0.0% 0.0% 322 0 0.0% Q3 2026 Nov 05, 2026
Walleye Capital LLC History No change 2,407 328 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 03, 2026
Storgate, LLC History No change 2,384 325 0.07% 0.07% 324 0 0.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,796 315 0.01% 0.01% 325 -529 -22.75% Q3 2026 Oct 20, 2026
North Dakota State Investment Board History Added to 1,630 313 0.01% 0.01% 327 +64 4.09% Q3 2026 Oct 27, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 2,300 313 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 2,259 308 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 12, 2026
Hilltop National Bank History Added to 1,600 307 0.07% 0.05% 329 +3 0.19% Q3 2026 Oct 14, 2026
INTEGRITY ALLIANCE, LLC. History New 1,594 306 0.01% — 330 +1,594 New Q3 2026 Oct 29, 2026
PITTENGER & ANDERSON INC History New 1,590 305 0.01% — 331 +1,590 New Q3 2026 Nov 02, 2026
Everstar Asset Management, LLC History No change 2,202 300 0.14% 0.14% 332 0 0.0% Q2 2026 Aug 03, 2026
Argent Trust Co History No change 2,197 299 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,185 298 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 19, 2026
Integrated Investment Consultants, LLC History No change 2,176 296 0.06% 0.06% 335 0 0.0% Q2 2026 Aug 17, 2026
Sterling Capital Management LLC History Reduced 1,536 295 0.01% 0.03% 337 -10,547 -87.29% Q3 2026 Oct 22, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 2,165 295 0.06% 0.06% 336 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History Reduced 1,521 292 0.0% 0.0% 338 -2 -0.13% Q3 2026 Oct 26, 2026
Assenagon Asset Management S.A. History Reduced 1,489 286 0.0% 0.01% 339 -69,506 -97.9% Q3 2026 Oct 15, 2026
Vise Technologies, Inc. History New 1,489 286 0.0% — 340 +1,489 New Q3 2026 Oct 28, 2026
Neuberger Berman Group LLC History No change 2,035 277 0.0% 0.0% 341 0 0.0% Q2 2026 Oct 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,003 273 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 13, 2026
Clark & Stuart, Inc History New 1,400 269 0.17% — 343 +1,400 New Q3 2026 Oct 13, 2026
INTRUST BANK NA History No change 1,969 268 0.02% 0.02% 344 0 0.0% Q2 2026 Aug 05, 2026
Nykredit A/S History No change 1,968 268 0.0% 0.0% 345 0 0.0% Q2 2026 Sep 08, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 1,912 260 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 06, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 1,900 259 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 14, 2026
Fieldview Capital Management, LLC History No change 1,783 243 0.07% 0.07% 348 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 1,748 238 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 14, 2026
Kensington Investment Counsel, LLC History No change 1,747 238 0.1% 0.1% 350 0 0.0% Q2 2026 Aug 14, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,744 237 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 14, 2026
Stronghold Wealth Management L.L.C. History New 1,219 234 0.32% — 353 +1,219 New Q3 2026 Oct 16, 2026
Investment Advisory Group, LLC History No change 1,722 234 0.05% 0.05% 352 0 0.0% Q2 2026 Aug 06, 2026
Compound Planning, Inc. History New 1,193 229 0.01% — 354 +1,193 New Q3 2026 Nov 05, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 1,675 228 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 03, 2026
ASSOCIATED BANC-CORP History Reduced 1,177 226 0.01% 0.01% 356 -3,222 -73.24% Q3 2026 Oct 30, 2026
Claret Asset Management Corp History No change 1,647 225 0.02% 0.02% 357 0 0.0% Q2 2026 Jul 27, 2026
Polar Capital Holdings Plc History No change 1,635 223 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 14, 2026
PROFUND ADVISORS LLC History New 1,146 220 0.01% — 359 +1,146 New Q3 2026 Oct 28, 2026
Cambridge Investment Research Advisors, Inc. History New 1,135 218 0.0% — 360 +1,135 New Q3 2026 Nov 02, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 1,134 217 0.04% — 361 +1,134 New Q3 2026 Nov 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 1,127 216 0.0% — 363 +1,127 New Q3 2026 Oct 23, 2026
Intellectus Partners, LLC History No change 1,585 216 0.04% 0.04% 362 0 0.0% Q2 2026 Aug 12, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 1,112 213 0.08% 0.09% 364 -1,340 -54.65% Q3 2026 Oct 23, 2026
South Dakota Investment Council History No change 1,500 205 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 11, 2026
Tilson Financial Group, Inc. History No change 1,500 204 0.06% 0.06% 366 0 0.0% Q2 2026 Jul 27, 2026
Brevan Howard Capital Management LP History No change 1,481 202 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 14, 2026
Virtue Capital Management, LLC History New 1,050 201 0.03% — 368 +1,050 New Q3 2026 Oct 29, 2026
ABS Investment Management LLC History No change 136 191 0.12% 0.12% 369 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 975 187 0.0% 0.0% 370 0 0.0% Q3 2026 Oct 14, 2026
GK Wealth Management LLC History New 850 163 0.09% — 371 +850 New Q3 2026 Oct 09, 2026
Parkside Financial Bank & Trust History Reduced 842 161 0.01% 0.01% 372 -290 -25.62% Q3 2026 Oct 27, 2026
Smartleaf Asset Management LLC History No change 1,173 160 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 1,006 137 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 847 115 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 541 103 0.01% 0.0% 376 +18 3.44% Q3 2026 Oct 13, 2026
TRUST CO OF VERMONT History Added to 522 100 0.0% 0.0% 377 +2 0.38% Q3 2026 Oct 21, 2026
IMA Advisory Services, Inc. History No change 730 99 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 10, 2026
Fulcrum Asset Management LLP History New 442 86 0.0% — 379 +442 New Q3 2026 Nov 04, 2026
Quarry LP History No change 625 85 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 14, 2026
Heritage Family Offices, LLP History New 417 80 0.03% — 382 +417 New Q3 2026 Nov 02, 2026
J.Safra Asset Management Corp History Added to 417 80 0.0% 0.0% 381 +336 414.81% Q3 2026 Nov 03, 2026
Larson Financial Group LLC History Added to 404 77 0.0% 0.0% 383 +302 296.08% Q3 2026 Nov 05, 2026
Farther Finance Advisors, LLC History Added to 374 71 0.0% 0.0% 385 +98 35.51% Q3 2026 Oct 08, 2026
Allworth Financial LP History No change 524 71 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 487 66 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 13, 2026
Eurizon Capital SGR S.p.A. History No change 481 65 0.0% 0.0% 387 0 0.0% Q2 2026 Jul 29, 2026
LAZARD ASSET MANAGEMENT LLC History No change 464 63 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 457 62 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 06, 2026
TORONTO DOMINION BANK History No change 417 56 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 276 53 0.0% 0.0% 391 0 0.0% Q3 2026 Oct 26, 2026
Itau Unibanco Holding S.A. History No change 390 53 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Added to 275 52 0.0% 0.0% 393 +255 1275.0% Q3 2026 Oct 08, 2026
SIGNATUREFD, LLC History Added to 268 51 0.0% 0.0% 395 +29 12.13% Q3 2026 Oct 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 381 51 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 12, 2026
ADIRONDACK TRUST CO History No change 250 48 0.02% 0.01% 396 0 0.0% Q3 2026 Oct 14, 2026
Oakworth Capital, Inc. History No change 250 48 0.0% 0.0% 397 0 0.0% Q3 2026 Oct 26, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 240 46 0.0% 0.0% 398 +3 1.27% Q3 2026 Oct 20, 2026
Meriwether Wealth & Planning, LLC History New 238 45 0.02% — 399 +238 New Q3 2026 Oct 13, 2026
HUNTINGTON NATIONAL BANK History No change 325 44 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 223 42 0.0% 0.0% 401 +131 142.39% Q3 2026 Nov 04, 2026
WPG Advisers, LLC History Added to 180 34 0.02% 0.01% 403 +11 6.51% Q3 2026 Oct 27, 2026
Raiffeisen Bank International AG History No change 200 34 0.0% 0.0% 402 0 0.0% Q3 2026 Oct 28, 2026
BESSEMER GROUP INC History No change 242 33 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 12, 2026
Penserra Capital Management LLC History No change 248 33 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 222 30 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 10, 2026
Covestor Ltd History Reduced 145 28 0.02% 0.03% 409 -178 -55.11% Q3 2026 Oct 30, 2026
Parallel Advisors, LLC History Added to 146 28 0.0% 0.0% 408 +24 19.67% Q3 2026 Nov 03, 2026
North Star Investment Management Corp. History No change 150 28 0.0% 0.0% 407 0 0.0% Q3 2026 Oct 27, 2026
Steward Partners Investment Advisory, LLC History No change 196 26 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 182 24 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 10, 2026
Kemnay Advisory Services Inc. History No change 165 22 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 111 21 0.0% 0.0% 413 0 0.0% Q3 2026 Oct 16, 2026
Silvant Capital Management LLC History No change 160 21 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 11, 2026
Graney & King, LLC History No change 160 21 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 151 20 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 13, 2026
KFG LLC History New 100 19 0.01% — 418 +100 New Q3 2026 Nov 02, 2026
Strategic Wealth Partners, Ltd. History No change 142 19 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 12, 2026
CNB Bank History No change 125 17 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 06, 2026
Global X Japan Co., Ltd. History No change 84 16 0.0% 0.0% 420 0 0.0% Q3 2026 Oct 21, 2026
Wilmington Savings Fund Society, FSB History New 82 15 0.0% — 423 +82 New Q3 2026 Oct 23, 2026
SBI Securities Co., Ltd. History Added to 79 15 0.0% 0.0% 422 +20 33.9% Q3 2026 Oct 21, 2026
Crewe Advisors LLC History No change 111 15 0.0% 0.0% 421 0 0.0% Q2 2026 Jul 23, 2026
James T. Borello RIA History Reduced 76 14 0.0% 0.0% 425 -1 -1.3% Q3 2026 Oct 16, 2026
Park Place Capital Corp History No change 109 14 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History New 68 13 0.0% — 428 +68 New Q3 2026 Oct 21, 2026
DANSKE BANK A/S History No change 100 13 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 10, 2026
GW&K Investment Management, LLC History No change 92 13 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History New 63 12 0.0% — 430 +63 New Q3 2026 Oct 20, 2026
Ascentis Independent Advisors History New 63 12 0.0% — 431 +63 New Q3 2026 Nov 03, 2026
Rossby Financial, LCC History Reduced 67 12 0.0% 0.0% 429 -36 -34.95% Q3 2026 Nov 05, 2026
CULLEN/FROST BANKERS, INC. History New 54 10 0.0% — 433 +54 New Q3 2026 Oct 28, 2026
EverSource Wealth Advisors, LLC History Added to 57 10 0.0% 0.0% 432 +3 5.56% Q3 2026 Nov 04, 2026
BOKF, NA History No change 48 9 0.0% 0.0% 434 0 0.0% Q3 2026 Oct 27, 2026
WHITTIER TRUST CO History No change 70 9 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 27, 2026
Avion Wealth History No change 50 9 0.0% 0.0% 436 0 0.0% Q3 2026 Nov 03, 2026
Cedar Mountain Advisors, LLC History No change 52 9 0.0% 0.0% 437 0 0.0% Q3 2026 Oct 15, 2026
Arlington Trust Co LLC History Reduced 46 8 0.0% 0.0% 439 -45 -49.45% Q3 2026 Oct 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 45 8 0.0% 0.0% 438 0 0.0% Q3 2026 Oct 22, 2026
Center for Financial Planning, Inc. History Reduced 41 7 0.0% 0.01% 441 -714 -94.57% Q3 2026 Oct 26, 2026
Grove Bank & Trust History No change 39 7 0.0% 0.0% 440 0 0.0% Q3 2026 Oct 08, 2026
MassMutual Private Wealth & Trust, FSB History Added to 32 6 0.0% 0.0% 442 +8 33.33% Q3 2026 Oct 05, 2026
Leonteq Securities AG History No change 32 6 0.0% 0.0% 443 0 0.0% Q3 2026 Oct 29, 2026
NewEdge Advisors, LLC History No change 51 6 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 12, 2026
Financial Network Wealth Advisors LLC History No change 33 6 0.01% 0.0% 445 0 0.0% Q3 2026 Oct 27, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 31 5 0.0% 0.0% 446 0 0.0% Q3 2026 Oct 16, 2026
S&T BANK/PA History No change 38 5 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 12, 2026
Smithfield Trust Co History No change 35 5 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 29 5 0.0% 0.0% 449 0 0.0% Q3 2026 Oct 27, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 25 4 0.0% — 459 +25 New Q3 2026 Oct 16, 2026
Elyxium Wealth, LLC History New 22 4 0.0% — 458 +22 New Q3 2026 Oct 27, 2026
GHP Investment Advisors, Inc. History No change 25 4 0.0% 0.0% 450 0 0.0% Q3 2026 Oct 15, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 21 4 0.0% 0.0% 451 0 0.0% Q3 2026 Oct 28, 2026
HHM Wealth Advisors, LLC History No change 30 4 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 21 4 0.0% 0.0% 453 0 0.0% Q3 2026 Oct 16, 2026
Vanguard National Trust Co History No change 33 4 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 13, 2026
Retirement Wealth Solutions LLC History No change 22 4 0.0% 0.0% 455 0 0.0% Q3 2026 Oct 07, 2026
Synergy Investment Management, LLC History No change 29 4 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 14, 2026
BAYBAN History No change 31 4 0.0% 0.0% 457 0 0.0% Q3 2026 Nov 05, 2026
GoalVest Advisory LLC History New 19 3 0.0% — 466 +19 New Q3 2026 Oct 02, 2026
Versant Capital Management, Inc History Added to 16 3 0.0% — 463 +10 166.67% Q3 2026 Oct 01, 2026
Cromwell Holdings LLC History Added to 20 3 0.0% 0.0% 465 +9 81.82% Q3 2026 Oct 28, 2026
Spire Wealth Management History Added to 16 3 0.0% 0.0% 464 +1 6.67% Q3 2026 Oct 30, 2026
CENTRAL TRUST Co History No change 17 3 0.0% 0.0% 460 0 0.0% Q3 2026 Nov 05, 2026
Clal Insurance Enterprises Holdings Ltd History No change 21 3 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 24 3 0.0% 0.0% 462 0 0.0% Q2 2026 Jul 24, 2026
SJS Investment Consulting Inc. History New 15 2 0.0% — 478 +15 New Q3 2026 Oct 26, 2026
Capital Advisors, Ltd. LLC History Added to 8 2 0.0% — 467 +7 700.0% Q3 2026 Oct 27, 2026
Fortitude Family Office, LLC History Added to 11 2 0.0% — 471 +7 175.0% Q3 2026 Oct 14, 2026
Hughes Financial Services, LLC History Added to 14 2 0.0% — 474 +7 100.0% Q3 2026 Oct 30, 2026
Prestige Wealth Management Group LLC History No change 19 2 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 14, 2026
High Note Wealth, LLC History No change 12 2 0.0% 0.0% 469 0 0.0% Q3 2026 Oct 27, 2026
Quent Capital, LLC History No change 21 2 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 11 2 0.0% 0.0% 472 0 0.0% Q3 2026 Nov 04, 2026
Atlantic Edge Private Wealth Management, LLC History No change 15 2 0.0% 0.0% 473 0 0.0% Q3 2026 Oct 20, 2026
MidFirst Bank History No change 21 2 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 19 2 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 11, 2026
BFC Planning, Inc. History No change 20 2 0.0% 0.0% 477 0 0.0% Q2 2026 Oct 29, 2026
Blue Trust, Inc. History Reduced 9 1 0.0% 0.0% 490 -52 -85.25% Q3 2026 Oct 15, 2026
True Wealth Design, LLC History New 8 1 0.0% — 497 +8 New Q3 2026 Oct 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 9 1 0.0% — 491 +7 350.0% Q3 2026 Oct 07, 2026
VALLEY NATIONAL ADVISERS INC History New 6 1 0.0% — 496 +6 New Q3 2026 Oct 23, 2026
Provenance Wealth Advisors, LLC History New 6 1 0.0% — 498 +6 New Q3 2026 Oct 30, 2026
MANNING & NAPIER ADVISORS LLC History No change 13 1 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 8 1 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 12 1 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 12, 2026
MONTAG A & ASSOCIATES INC History No change 9 1 0.0% 0.0% 482 0 0.0% Q3 2026 Oct 29, 2026
ASSETMARK, INC History No change 8 1 0.0% 0.0% 483 0 0.0% Q3 2026 Oct 21, 2026
Marquette Asset Management, LLC History No change 10 1 0.0% 0.0% 484 0 0.0% Q3 2026 Oct 09, 2026
Ancora Advisors LLC History No change 12 1 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 14, 2026
Transamerica Financial Advisors, LLC History No change 14 1 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 14, 2026
Front Row Advisors LLC History No change 12 1 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 8 1 0.0% 0.0% 488 0 0.0% Q3 2026 Oct 20, 2026
CVA Family Office, LLC History No change 14 1 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 07, 2026
American Capital Advisory, LLC History No change 9 1 0.0% 0.0% 492 0 0.0% Q3 2026 Oct 28, 2026
Signature Equity Partners, LLC History No change 6 1 0.0% — 493 0 0.0% Q3 2026 Oct 29, 2026
Cornerstone Financial Management LLC History No change 8 1 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 28, 2026
Basecamp Wealth Advisors LLC History No change 13 1 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 14, 2026
Oak Thistle LLC History Closed out 0 0 — 0.23% — -17,222 -100.0% Q3 2026 Oct 21, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Closed out 0 0 — 0.04% — -3,463 -100.0% Q3 2026 Nov 04, 2026
FNY Investment Advisers, LLC History Closed out 0 0 — 0.1% — -2,140 -100.0% Q3 2026 Oct 16, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.01% — -400 -100.0% Q3 2026 Nov 05, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -120 -100.0% Q3 2026 Oct 08, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -68 -100.0% Q3 2026 Nov 02, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2026 Oct 28, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2026 Nov 03, 2026
REAP Financial Group, LLC History Closed out 0 0 — 0.0% — -10 -100.0% Q3 2026 Nov 02, 2026
Mascoma Wealth Management LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 23, 2026
Bay Harbor Wealth Management, LLC History New 4 0 — — — +4 New Q3 2026 Nov 03, 2026
Activest Wealth Management History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 15, 2026
Advocate Investing Services LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 26, 2026
Creative Capital Management Investments LLC History Added to 5 0 — — — +2 66.67% Q3 2026 Oct 27, 2026
Caitong International Asset Management Co., Ltd History New 2 0 — — — +2 New Q3 2026 Oct 29, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 2 0 — — — +2 New Q3 2026 Oct 15, 2026
DecisionPoint Financial, LLC History New 1 0 — — — +1 New Q3 2026 Oct 27, 2026
MASECO LLP History New 1 0 — — — +1 New Q3 2026 Oct 27, 2026
Navigoe, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Nov 03, 2026
FIRST HORIZON CORP History No change 2 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
JFS WEALTH ADVISORS, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Anchor Investment Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Sep 15, 2026
SHP Wealth Management History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Elequin Capital, LP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 3 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Dunhill Financial, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Sachetta, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
LRI Investments, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Rialto Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026