SOLAREDGE TECHNOLOGIES, INC. - SEDG

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 9,578,632 559,775 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 5,452,907 318,667 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 4,415,000 258,012 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 2,638,215 154,177 0.02% 0.02% 4 0 0.0% Q2 2026 Sep 02, 2026
UBS Group AG History No change 2,606,652 152,332 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 2,595,869 151,702 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 14, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 2,394,421 139,929 0.55% 0.55% 7 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,161,832 126,337 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
Clal Insurance Enterprises Holdings Ltd History No change 1,125,426 113,625 0.51% 0.51% 9 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,810,401 105,799 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,761,901 102,965 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 22, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,714,096 100,171 0.04% 0.04% 12 0 0.0% Q2 2026 Aug 12, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,691,340 98,841 0.63% 0.63% 13 0 0.0% Q2 2026 Aug 10, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 3,037,254 96,797 0.45% 0.67% 14 +680,876 28.9% Q3 2026 Nov 02, 2026
IMC-Chicago, LLC History Added to 2,445,900 77,950 0.02% 0.03% 15 +605,227 32.88% Q3 2026 Nov 05, 2026
Legal & General Group Plc History No change 1,302,103 76,094 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,288,360 75,291 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 1,264,251 73,882 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 12, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 1,243,795 72,687 0.16% 0.16% 19 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 1,230,401 71,905 0.2% 0.2% 20 0 0.0% Q2 2026 Jul 10, 2026
FIRST TRUST ADVISORS LP History No change 1,219,768 71,283 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 1,125,177 65,755 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
VIKING GLOBAL INVESTORS LP History No change 1,088,469 63,610 0.18% 0.18% 23 0 0.0% Q2 2026 Aug 14, 2026
Artisan Partners Limited Partnership History No change 1,073,197 62,717 0.1% 0.1% 24 0 0.0% Q2 2026 Aug 13, 2026
ION Fund Management Ltd History No change 1,057,841 61,820 3.92% 3.92% 25 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 1,013,600 59,234 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 816,156 47,696 0.17% 0.17% 27 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 815,380 47,669 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 736,540 43,043 0.06% 0.06% 29 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 699,559 40,882 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 698,197 40,802 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 1,269,841 40,469 0.26% 0.36% 32 +362,951 40.02% Q3 2026 Oct 28, 2026
Electron Capital Partners, LLC History No change 672,680 39,311 1.57% 1.57% 33 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 640,844 37,450 0.04% 0.04% 34 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 563,600 32,936 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 556,585 32,526 1.34% 1.34% 36 0 0.0% Q2 2026 Aug 05, 2026
Erste Asset Management GmbH History No change 539,489 29,866 0.23% 0.23% 37 0 0.0% Q2 2026 Jul 28, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 507,647 29,666 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 498,014 29,103 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 483,061 28,230 0.12% 0.12% 40 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 458,602 26,800 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Added to 803,342 25,602 0.01% 0.01% 42 +305,361 61.32% Q3 2026 Nov 06, 2026
TUDOR INVESTMENT CORP ET AL History No change 429,413 25,094 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 409,732 22,835 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 375,187 21,925 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History Added to 651,223 20,754 0.01% 0.01% 46 +208,960 47.25% Q3 2026 Nov 04, 2026
Global Alpha Capital Management Ltd. History No change 346,602 20,255 1.21% 1.21% 47 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 329,769 19,271 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 342,808 19,049 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 310,514 18,146 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 239,883 14,018 0.08% 0.08% 51 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 229,739 13,425 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 12, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 417,593 13,308 0.09% 0.23% 53 -25,680 -5.79% Q3 2026 Nov 02, 2026
BANK OF AMERICA CORP /DE/ History No change 223,516 13,062 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 212,797 12,435 0.06% 0.06% 55 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 208,905 12,208 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 13, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 190,080 11,108 1.37% 1.37% 57 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 181,405 10,601 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 292,255 9,313 0.0% 0.0% 59 +32,077 12.33% Q3 2026 Nov 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 290,944 9,272 0.0% 0.01% 60 -1,704 -0.58% Q3 2026 Nov 02, 2026
CANADA LIFE ASSURANCE Co History No change 154,278 9,019 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 152,738 8,926 0.04% 0.04% 62 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Added to 267,400 8,522 0.0% 0.01% 63 +37,200 16.16% Q3 2026 Nov 04, 2026
Janney Montgomery Scott LLC History No change 143,525 8,388 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History Added to 247,787 7,896 0.01% 0.01% 65 +7,092 2.95% Q3 2026 Nov 06, 2026
Walleye Capital LLC History No change 134,908 7,884 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 03, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History No change 130,000 7,597 0.13% 0.13% 67 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 121,100 7,077 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 120,170 7,022 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History Reduced 214,188 6,826 1.04% 2.09% 70 -57,698 -21.22% Q3 2026 Oct 29, 2026
Man Group plc History No change 111,918 6,540 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
ING GROEP NV History No change 111,214 6,499 0.03% 0.03% 72 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Reduced 196,898 6,275 0.0% 0.0% 73 -1,529 -0.77% Q3 2026 Nov 05, 2026
Arosa Capital Management LP History No change 100,000 5,844 1.04% 1.04% 74 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 97,190 5,679 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 96,093 5,616 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
Amundi History No change 93,751 5,478 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 92,646 5,414 0.01% 0.01% 78 0 0.0% Q2 2026 Jul 29, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 79,406 5,132 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 77,522 4,530 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
MYDA Advisors LLC History No change 75,000 4,383 0.65% 0.65% 81 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 72,946 4,262 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 68,815 4,021 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 24, 2026
RHUMBLINE ADVISERS History No change 67,164 3,925 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 11, 2026
Phoenix Financial Ltd. History No change 66,625 3,892 0.03% 0.03% 85 0 0.0% Q2 2026 Aug 11, 2026
Centiva Capital, LP History No change 65,439 3,824 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 13, 2026
Y.D. More Investments Ltd History Reduced 120,530 3,814 0.11% 0.28% 87 -35,449 -22.73% Q3 2026 Nov 02, 2026
SEI INVESTMENTS CO History No change 65,101 3,804 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
De Lisle Partners LLP History No change 64,000 3,743 0.41% 0.41% 89 0 0.0% Q2 2026 Aug 12, 2026
Williamson Legacy Group, LLC History No change 63,738 3,724 1.85% 1.85% 90 0 0.0% Q2 2026 Aug 13, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 63,610 3,717 2.84% 2.84% 91 0 0.0% Q2 2026 Jul 27, 2026
VAN ECK ASSOCIATES CORP History No change 60,738 3,549 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 60,526 3,537 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 60,204 3,518 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 60,000 3,506 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 59,468 3,475 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 59,416 3,473 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 57,653 3,369 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 12, 2026
Headlands Technologies LLC History No change 57,313 3,349 0.36% 0.36% 99 0 0.0% Q2 2026 Aug 12, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 57,311 3,349 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 12, 2026
ALGERT GLOBAL LLC History No change 57,120 3,338 0.04% 0.04% 101 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 56,098 3,278 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 53,276 3,113 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
Assenagon Asset Management S.A. History Reduced 93,839 2,990 0.0% 0.04% 104 -399,924 -81.0% Q3 2026 Oct 15, 2026
LMR Partners LLP History No change 50,809 2,969 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History No change 50,000 2,922 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Sculptor Capital LP History No change 49,500 2,892 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 14, 2026
MIZUHO MARKETS AMERICAS LLC History No change 66,798 2,886 0.05% 0.05% 108 0 0.0% Q2 2026 Jul 24, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 45,798 2,676 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 11, 2026
Cinctive Capital Management LP History No change 43,866 2,563 0.09% 0.09% 110 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 42,268 2,470 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 41,800 2,442 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
BANK HAPOALIM BM History No change 40,309 2,356 0.16% 0.16% 113 0 0.0% Q2 2026 Aug 05, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History No change 39,197 2,290 1.59% 1.59% 114 0 0.0% Q2 2026 Jul 21, 2026
Engineers Gate Manager LP History No change 35,345 2,065 0.03% 0.03% 115 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 60,000 1,912 0.0% 0.0% 116 +30,000 100.0% Q3 2026 Oct 28, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 31,022 1,812 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 30,072 1,758 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 29,607 1,730 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 27,500 1,608 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 27,298 1,595 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 19, 2026
Parallax Volatility Advisers, L.P. History No change 27,300 1,595 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
CSS LLC/IL History No change 26,947 1,574 0.06% 0.06% 123 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 48,436 1,544 0.0% 0.01% 124 0 0.0% Q3 2026 Oct 22, 2026
NATIXIS History Added to 47,826 1,524 0.01% 0.01% 125 +4,973 11.6% Q3 2026 Nov 06, 2026
Concentric Capital Strategies, LP History No change 25,529 1,491 0.08% 0.08% 126 0 0.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History No change 25,280 1,477 0.05% 0.05% 127 0 0.0% Q2 2026 Aug 14, 2026
SBI Okasan Asset Management Co.Ltd. History No change 25,800 1,428 0.05% 0.05% 128 0 0.0% Q2 2026 Jul 21, 2026
PEAK6 LLC History No change 23,900 1,396 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History No change 22,862 1,336 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 22,746 1,329 0.0% 0.0% 131 0 0.0% Q2 2026 Sep 09, 2026
Kingsview Wealth Management, LLC History No change 22,467 1,312 0.02% 0.02% 132 0 0.0% Q2 2026 Aug 18, 2026
HRT FINANCIAL LP History No change 21,500 1,256 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 39,132 1,247 0.0% 0.0% 134 -805 -2.02% Q3 2026 Nov 05, 2026
BlueCrest Capital Management Ltd History No change 21,100 1,233 0.04% 0.04% 135 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 20,474 1,196 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 14, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 20,144 1,177 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 19,870 1,161 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History No change 19,191 1,121 0.05% 0.05% 139 0 0.0% Q2 2026 Aug 13, 2026
Altshuler Shaham Ltd History No change 19,167 1,120 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 18,035 1,053 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 17,025 994 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
Accent Capital Management, LLC History No change 17,005 993 0.43% 0.43% 143 0 0.0% Q2 2026 Aug 12, 2026
Voleon Capital Management LP History No change 16,307 952 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History Reduced 28,605 911 0.01% 0.03% 145 -15,639 -35.35% Q3 2026 Nov 05, 2026
Covenant Asset Management, LLC History No change 28,000 892 0.12% 0.28% 146 0 0.0% Q3 2026 Oct 14, 2026
Alphadyne Asset Management LP History No change 15,200 888 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 14, 2026
Exit Wealth Advisors, LLC. History No change 15,066 880 0.4% 0.4% 148 0 0.0% Q2 2026 Aug 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 14,834 867 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 12, 2026
Vontobel Holding Ltd. History Added to 26,921 857 0.0% 0.0% 150 +19,231 250.08% Q3 2026 Oct 16, 2026
Creative Planning History Added to 26,855 855 0.0% 0.0% 151 +2,833 11.79% Q3 2026 Nov 02, 2026
Vanguard Investments Australia, Ltd. History No change 14,527 848 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History Reduced 26,200 834 0.01% 0.02% 153 -500 -1.87% Q3 2026 Oct 20, 2026
CAPTRUST FINANCIAL ADVISORS History No change 13,211 772 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Added to 24,206 771 0.11% 0.09% 155 +12,173 101.16% Q3 2026 Oct 19, 2026
KLP KAPITALFORVALTNING AS History No change 13,200 771 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 22,870 728 0.0% 0.0% 157 0 0.0% Q3 2026 Nov 04, 2026
CREDIT AGRICOLE S A History No change 12,406 725 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
CoreCommodity Management, LLC History No change 12,384 723 0.14% 0.14% 159 0 0.0% Q2 2026 Aug 14, 2026
Polymer Capital Management (US) LLC History No change 12,316 719 0.1% 0.1% 160 0 0.0% Q2 2026 Aug 14, 2026
Counterpoint Mutual Funds LLC History Added to 22,526 717 0.06% 0.11% 161 +4,083 22.14% Q3 2026 Oct 16, 2026
Marex Group Ltd History No change 12,213 713 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
ELEMENT POINTE ADVISORS, LLC History Reduced 22,079 703 0.1% 0.21% 163 -1 -0.0% Q3 2026 Oct 21, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Reduced 21,000 669 0.14% 0.57% 164 -21,000 -50.0% Q3 2026 Nov 02, 2026
DekaBank Deutsche Girozentrale History Reduced 20,777 661 0.0% 0.01% 165 -45,223 -68.52% Q3 2026 Oct 27, 2026
RAYMOND JAMES FINANCIAL INC History No change 10,915 637 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 10,766 630 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History Added to 19,642 625 0.0% 0.0% 168 +123 0.63% Q3 2026 Nov 05, 2026
ALLIANCEBERNSTEIN L.P. History No change 12,021 613 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 10,439 610 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 13, 2026
Harvest Portfolios Group Inc. History No change 10,400 607 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 13, 2026
Leonteq Securities AG History Added to 18,803 599 0.02% 0.02% 172 +10,073 115.38% Q3 2026 Oct 29, 2026
HSBC HOLDINGS PLC History No change 10,104 593 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 10,050 587 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 10, 2026
NATIXIS ADVISORS, LLC History No change 10,027 585 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
Advisors Preferred, LLC History No change 11,006 576 0.09% 0.09% 176 0 0.0% Q2 2026 Aug 11, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 9,686 566 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 07, 2026
Vident Advisory, LLC History No change 9,645 563 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 12, 2026
Ballentine Partners, LLC History No change 9,424 550 0.01% 0.01% 179 0 0.0% Q2 2026 Jul 17, 2026
Arizona State Retirement System History Added to 17,138 546 0.0% 0.0% 180 +481 2.89% Q3 2026 Nov 03, 2026
Massar Capital Management, LP History No change 9,270 541 0.05% 0.05% 181 0 0.0% Q2 2026 Aug 14, 2026
CAXTON ASSOCIATES LLP History No change 9,199 537 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History New 16,656 531 0.0% — 183 +16,656 New Q3 2026 Nov 02, 2026
South Dakota Investment Council History No change 8,800 514 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 11, 2026
Cannell & Spears LLC History No change 8,795 513 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 8,518 497 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 8,332 486 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 14,882 474 0.01% 0.01% 189 -493 -3.21% Q3 2026 Oct 22, 2026
Graham Capital Management, L.P. History No change 8,115 474 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 8,082 472 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
Firsthand Capital Management, Inc. History No change 8,000 467 0.75% 0.75% 191 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 7,957 465 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
Dorsey & Whitney Trust CO LLC History No change 7,928 463 0.02% 0.02% 193 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 7,918 462 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 14,496 461 0.0% 0.0% 195 +74 0.51% Q3 2026 Nov 03, 2026
AMALGAMATED BANK History Reduced 14,280 455 0.0% 0.01% 196 -407 -2.77% Q3 2026 Oct 23, 2026
Advisors Asset Management, Inc. History No change 7,735 452 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 13,776 439 0.0% 0.01% 198 0 0.0% Q3 2026 Oct 29, 2026
Maryland State Retirement & Pension System History Added to 13,607 433 0.01% 0.01% 199 +4,723 53.16% Q3 2026 Nov 05, 2026
Sphera Management Technology Funds Ltd History No change 7,300 426 0.15% 0.15% 200 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Reduced 13,265 422 0.0% 0.0% 201 -218 -1.62% Q3 2026 Nov 05, 2026
Resona Asset Management Co.,Ltd. History No change 7,416 414 0.0% 0.0% 202 0 0.0% Q2 2026 Jul 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 12,898 411 0.0% 0.0% 203 -52,474 -80.27% Q3 2026 Nov 02, 2026
TWO SIGMA SECURITIES, LLC History No change 6,945 405 0.03% 0.03% 204 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History Reduced 11,762 374 0.0% 0.0% 205 -468 -3.83% Q3 2026 Nov 06, 2026
BRIGHTON JONES LLC History Reduced 11,723 373 0.01% 0.01% 206 -15 -0.13% Q3 2026 Nov 03, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,373 372 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 10, 2026
SIH Partners, LLLP History No change 6,296 367 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 6,050 353 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 11, 2026
Warner Group LLC History No change 6,000 350 0.09% 0.09% 210 0 0.0% Q2 2026 Jul 27, 2026
State of Alaska, Department of Revenue History Reduced 10,336 329 0.0% 0.01% 211 -9,693 -48.39% Q3 2026 Oct 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 5,513 322 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 10, 2026
Jump Financial, LLC History No change 5,401 315 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 13, 2026
ARDSLEY ADVISORY PARTNERS LP History No change 5,000 292 0.03% 0.03% 214 0 0.0% Q2 2026 Jul 13, 2026
Baird Financial Group, Inc. History No change 4,907 286 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History No change 8,894 283 0.0% 0.0% 216 0 0.0% Q3 2026 Nov 03, 2026
IFG Advisory, LLC History No change 4,810 281 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 13, 2026
Abacus Wealth Partners, LLC History Reduced 8,700 277 0.03% 0.06% 218 -719 -7.63% Q3 2026 Nov 03, 2026
Rathbones Group PLC History No change 4,563 266 0.0% 0.0% 219 0 0.0% Q2 2026 Jul 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 4,516 263 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 10, 2026
Pathstone Holdings, LLC History No change 4,510 263 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
Balboa Wealth Partners History New 7,895 251 0.03% — 222 +7,895 New Q3 2026 Oct 20, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 4,042 236 0.02% 0.02% 223 0 0.0% Q2 2026 Jul 31, 2026
SIG BROKERAGE, LP History No change 4,000 233 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 14, 2026
McGowan Group Asset Management, Inc. History No change 3,992 233 0.03% 0.03% 225 0 0.0% Q2 2026 Aug 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 7,021 223 0.0% 0.0% 226 +56 0.8% Q3 2026 Oct 23, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 3,827 221 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 3,767 220 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 12, 2026
Ethic Inc. History New 6,892 219 0.0% — 229 +6,892 New Q3 2026 Nov 03, 2026
GLENMEDE TRUST CO NA History No change 3,681 215 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 10, 2026
Yelin Lapidot Holdings Management Ltd. History New 6,700 213 0.04% — 231 +6,700 New Q3 2026 Oct 26, 2026
STG SECURITIES, LLC History No change 3,600 210 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 13, 2026
BCS Private Wealth Management, Inc. History No change 3,550 207 0.06% 0.06% 233 0 0.0% Q2 2026 Jul 31, 2026
AE Wealth Management LLC History No change 3,517 205 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 03, 2026
Ensign Peak Advisors, Inc History No change 3,191 186 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 14, 2026
Miller Global Investments, LLC History Added to 5,747 183 0.15% 0.17% 236 +2,181 61.16% Q3 2026 Oct 02, 2026
GAMMA Investing LLC History Added to 5,724 182 0.01% 0.01% 237 +212 3.85% Q3 2026 Oct 08, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 2,673 156 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 06, 2026
EFG International AG History No change 2,100 122 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
Millstone Evans Group, LLC History No change 2,000 116 0.06% 0.06% 240 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 3,252 103 0.0% 0.0% 241 -3,939 -54.78% Q3 2026 Nov 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,962 101 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 14, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 1,690 98 0.0% 0.0% 243 0 0.0% Q3 2026 Oct 15, 2026
Farther Finance Advisors, LLC History Added to 3,045 97 0.0% 0.0% 244 +479 18.67% Q3 2026 Oct 08, 2026
Rockefeller Capital Management L.P. History No change 1,609 94 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History Added to 2,869 91 0.0% 0.0% 246 +134 4.9% Q3 2026 Nov 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,232 71 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 17, 2026
Daiwa Securities Group Inc. History No change 2,215 70 0.0% 0.0% 248 0 0.0% Q3 2026 Oct 29, 2026
Nykredit A/S History Added to 2,071 66 0.0% 0.0% 249 +1,456 236.75% Q3 2026 Nov 06, 2026
KBC Group NV History No change 2,005 64 0.0% 0.0% 250 0 0.0% Q3 2026 Oct 22, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,752 55 0.0% 0.01% 251 0 0.0% Q3 2026 Oct 30, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,669 53 0.0% 0.0% 252 -181 -9.78% Q3 2026 Oct 20, 2026
NATIONAL BANK OF CANADA /FI/ History No change 862 50 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 1,525 48 0.0% 0.01% 254 -21 -1.36% Q3 2026 Oct 27, 2026
Quarry LP History No change 803 46 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 790 46 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,400 44 0.0% 0.0% 257 0 0.0% Q3 2026 Oct 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 755 44 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 733 42 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 571 33 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History Added to 1,008 32 0.0% 0.0% 261 +100 11.01% Q3 2026 Oct 23, 2026
Allworth Financial LP History Added to 548 32 0.0% 0.0% 262 +12 2.24% Q3 2026 Nov 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 520 30 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 384 22 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 396 22 0.0% 0.0% 265 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History Reduced 613 19 0.0% 0.0% 266 -73 -10.64% Q3 2026 Nov 03, 2026
IFP Advisors, Inc History Added to 582 18 0.0% — 267 +568 4057.14% Q3 2026 Oct 16, 2026
Eurizon Capital SGR S.p.A. History No change 576 18 0.0% 0.0% 268 0 0.0% Q3 2026 Nov 06, 2026
MV CAPITAL MANAGEMENT, INC. History No change 557 17 0.0% 0.0% 269 0 0.0% Q3 2026 Oct 29, 2026
BFC Planning, Inc. History No change 295 17 0.0% 0.0% 270 0 0.0% Q2 2026 Oct 29, 2026
SBI Securities Co., Ltd. History Added to 490 15 0.0% 0.0% 272 +237 93.68% Q3 2026 Oct 21, 2026
SJS Investment Consulting Inc. History Reduced 500 15 0.0% 0.0% 273 -4 -0.79% Q3 2026 Oct 26, 2026
BNP PARIBAS History No change 264 15 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History Reduced 442 14 0.0% 0.0% 274 -132 -23.0% Q3 2026 Oct 29, 2026
Compagnie Lombard Odier SCmA History No change 400 12 0.0% 0.0% 275 0 0.0% Q3 2026 Nov 04, 2026
Tower Research Capital LLC (TRC) History No change 198 11 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History Reduced 320 9 0.0% 0.0% 279 -17,715 -98.23% Q3 2026 Oct 16, 2026
HARBOUR INVESTMENTS, INC. History No change 162 9 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 12, 2026
Rosenberg Matthew Hamilton History No change 300 9 0.0% 0.0% 278 0 0.0% Q3 2026 Oct 05, 2026
Elyxium Wealth, LLC History New 259 8 0.0% — 281 +259 New Q3 2026 Oct 27, 2026
Atlantic Union Bankshares Corp History No change 150 8 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Management Group, LLC History New 248 7 0.0% — 283 +248 New Q3 2026 Oct 19, 2026
EverSource Wealth Advisors, LLC History Added to 251 7 0.0% 0.0% 282 +62 32.8% Q3 2026 Nov 04, 2026
Costello Asset Management, INC History No change 200 6 0.0% 0.0% 284 0 0.0% Q3 2026 Oct 30, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 167 5 0.0% 0.0% 286 -295 -63.85% Q3 2026 Nov 05, 2026
KELLEHER FINANCIAL ADVISORS History No change 170 5 0.0% 0.0% 285 0 0.0% Q3 2026 Oct 30, 2026
Financial Management Professionals, Inc. History No change 166 5 0.0% 0.0% 287 0 0.0% Q3 2026 Oct 23, 2026
Kentucky Trust Co History Reduced 130 4 0.0% 0.0% 290 -45 -25.71% Q3 2026 Oct 15, 2026
Hurley Capital, LLC History No change 131 4 0.0% 0.0% 288 0 0.0% Q3 2026 Nov 04, 2026
Ameritas Advisory Services, LLC History No change 81 4 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
Sankala Group LLC History No change 139 4 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 18, 2026
CX Institutional History Added to 100 3 0.0% 0.0% 295 +90 900.0% Q3 2026 Oct 02, 2026
Larson Financial Group LLC History Reduced 95 3 0.0% 0.0% 294 -30 -24.0% Q3 2026 Nov 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 111 3 0.0% 0.0% 292 -11 -9.02% Q3 2026 Oct 05, 2026
Rakuten Securities, Inc. History Reduced 120 3 0.0% 0.0% 298 -1 -0.83% Q3 2026 Nov 02, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 59 3 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 14, 2026
Prestige Wealth Management Group LLC History No change 53 3 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 14, 2026
Elequin Capital, LP History No change 56 3 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 65 3 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History New 73 2 0.0% — 303 +73 New Q3 2026 Nov 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 47 2 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 12, 2026
Avalon Trust Co History No change 45 2 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 06, 2026
Keating Financial Advisory Services, Inc. History No change 41 2 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 11, 2026
Latitude Advisors, LLC History New 50 1 0.0% — 312 +50 New Q3 2026 Oct 27, 2026
Mascoma Wealth Management LLC History New 34 1 0.0% — 311 +34 New Q3 2026 Oct 23, 2026
Valued Wealth Advisors LLC History Added to 42 1 0.0% — 309 +32 320.0% Q3 2026 Nov 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 56 1 0.0% 0.0% 304 +26 86.67% Q3 2026 Oct 22, 2026
ASSETMARK, INC History Added to 37 1 0.0% 0.0% 305 +6 19.35% Q3 2026 Oct 21, 2026
Carolina Wealth Advisors, LLC History No change 32 1 0.0% 0.0% 306 0 0.0% Q3 2026 Oct 23, 2026
Investment Research & Advisory Group, Inc. History No change 38 1 0.0% 0.0% 307 0 0.0% Q3 2026 Oct 19, 2026
Addison Advisors LLC History No change 20 1 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 10, 2026
Banque Transatlantique SA History No change 24 1 0.0% 0.0% 310 0 0.0% Q2 2026 Jul 30, 2026
Blue Grotto Capital, LLC History Closed out 0 0 — 1.36% — -279,720 -100.0% Q3 2026 Nov 04, 2026
Premier Fund Managers Ltd History Closed out 0 0 — 0.76% — -151,000 -100.0% Q3 2026 Nov 02, 2026
VestGen Advisors, LLC History Closed out 0 0 — 0.07% — -40,508 -100.0% Q3 2026 Oct 27, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History Closed out 0 0 — 0.09% — -35,000 -100.0% Q3 2026 Oct 26, 2026
Jefferies Financial Group Inc. History Closed out 0 0 — 0.01% — -15,550 -100.0% Q3 2026 Nov 05, 2026
Caitong International Asset Management Co., Ltd History Reduced 4 0 — 0.12% — -14,708 -99.97% Q3 2026 Oct 29, 2026
ALPS ADVISORS INC History Closed out 0 0 — 0.0% — -12,653 -100.0% Q3 2026 Nov 02, 2026
INTEGRITY ALLIANCE, LLC. History Closed out 0 0 — 0.02% — -11,188 -100.0% Q3 2026 Oct 29, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Closed out 0 0 — 0.0% — -10,950 -100.0% Q3 2026 Oct 28, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.41% — -7,680 -100.0% Q3 2026 Nov 03, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -7,663 -100.0% Q3 2026 Oct 16, 2026
MILLER HOWARD INVESTMENTS INC /NY History Closed out 0 0 — 0.01% — -5,477 -100.0% Q3 2026 Oct 26, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 — 0.0% — -5,390 -100.0% Q3 2026 Oct 13, 2026
CenterBook Partners LP History Closed out 0 0 — 0.01% — -5,009 -100.0% Q3 2026 Nov 02, 2026
ProShare Advisors LLC History Closed out 0 0 — 0.0% — -4,859 -100.0% Q3 2026 Oct 28, 2026
Accredited Investors Inc. History Closed out 0 0 — 0.01% — -4,840 -100.0% Q3 2026 Nov 03, 2026
Swiss Life Asset Management Ltd History Closed out 0 0 — 0.0% — -4,282 -100.0% Q3 2026 Nov 03, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Closed out 0 0 — 0.01% — -4,250 -100.0% Q3 2026 Oct 28, 2026
HARTLINE INVESTMENT CORP/ History Closed out 0 0 — 0.02% — -3,900 -100.0% Q3 2026 Oct 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Closed out 0 0 — 0.0% — -3,703 -100.0% Q3 2026 Nov 04, 2026
Savant Capital, LLC History Closed out 0 0 — 0.0% — -3,675 -100.0% Q3 2026 Nov 05, 2026
State of Wyoming History Closed out 0 0 — 0.01% — -2,236 -100.0% Q3 2026 Oct 28, 2026
Blue Trust, Inc. History Closed out 0 0 — 0.0% — -108 -100.0% Q3 2026 Oct 15, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.0% — -59 -100.0% Q3 2026 Oct 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.0% — -43 -100.0% Q3 2026 Oct 28, 2026
UMB Private Wealth Management, LLC History New 30 0 — — — +30 New Q3 2026 Oct 19, 2026
Balance Wealth Partners LLC History New 26 0 — — — +26 New Q3 2026 Oct 27, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2026 Oct 08, 2026
Wilkerson Advisory Group LLC History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2026 Oct 20, 2026
Bare Financial Services, Inc History Closed out 0 0 — 0.0% — -22 -100.0% Q3 2026 Nov 04, 2026
Asset Dedication, LLC History Closed out 0 0 — — — -17 -100.0% Q3 2026 Nov 02, 2026
Essential Partners LLC History Reduced 5 0 — 0.0% — -16 -76.19% Q3 2026 Oct 14, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -16 -100.0% Q3 2026 Nov 04, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — — — -15 -100.0% Q3 2026 Oct 13, 2026
William Mack & Associates, Inc. History New 13 0 — — — +13 New Q3 2026 Oct 27, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -10 -100.0% Q3 2026 Oct 23, 2026
VALLEY NATIONAL ADVISERS INC History New 8 0 — — — +8 New Q3 2026 Oct 23, 2026
Parkside Financial Bank & Trust History Added to 23 0 — — — +7 43.75% Q3 2026 Oct 27, 2026
Clearstead Advisors, LLC History Added to 10 0 — — — +6 150.0% Q3 2026 Nov 06, 2026
True Wealth Design, LLC History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 13, 2026
Nova Financial LLC History New 5 0 — — — +5 New Q3 2026 Nov 04, 2026
Evolution Advisers, Inc. History Closed out 0 0 — — — -4 -100.0% Q3 2026 Nov 06, 2026
Abound Wealth Management History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 26, 2026
FINANCIAL CONSULATE, INC History New 2 0 — — — +2 New Q3 2026 Oct 23, 2026
Davis Capital Management History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 08, 2026
Ascentis Wealth Management, LLC History Added to 16 0 — — — +1 6.67% Q3 2026 Nov 03, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Wilmington Savings Fund Society, FSB History No change 30 0 — 0.0% — 0 0.0% Q3 2026 Oct 23, 2026
TORONTO DOMINION BANK History No change 16 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 3 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 14 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
MCDONALD PARTNERS LLC History No change 5 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
JFS WEALTH ADVISORS, LLC History No change 9 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Blume Capital Management, Inc. History No change 5 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Tradewinds Capital Management, LLC History No change 24 0 — 0.0% — 0 0.0% Q3 2026 Oct 23, 2026
SFAM, LLC History No change 20 0 — 0.0% — 0 0.0% Q3 2026 Nov 03, 2026
Versant Capital Management, Inc History No change 11 0 — — — 0 0.0% Q3 2026 Oct 01, 2026
Global Retirement Partners, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Center for Financial Planning, Inc. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Fortis Group Advisors, LLC History No change 20 0 — 0.0% — 0 0.0% Q3 2026 Nov 06, 2026
CoreCap Advisors, LLC History No change 30 0 — 0.0% — 0 0.0% Q3 2026 Oct 08, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Aspect Partners, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
Smartleaf Asset Management LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Ankerstar Wealth, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 9 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Sunrise Financial Services, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
Silver Grove Financial Group, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Nov 05, 2026