SEI INVESTMENTS CO - SEIC

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 9,927,545 870,744 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
LOOMIS SAYLES & CO L P History No change 8,482,052 743,960 0.93% 0.93% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 6,140,822 538,611 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,686,241 411,030 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 4,251,584 372,906 0.01% 0.01% 5 0 0.0% Q2 2026 Sep 22, 2026
MORGAN STANLEY History No change 4,119,203 361,295 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 3,093,791 271,416 0.24% 0.24% 7 0 0.0% Q2 2026 Aug 04, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,953,161 259,058 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 2,908,071 255,066 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 2,510,218 220,171 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,031,617 208,570 0.04% 0.03% 11 +68,855 3.51% Q3 2026 Nov 04, 2026
LORD, ABBETT & CO. LLC History No change 2,309,004 202,523 0.58% 0.58% 12 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 1,501,972 131,737 0.08% 0.08% 13 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 1,110,829 97,430 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
Boston Trust Walden Corp History Reduced 932,646 95,745 0.77% 0.66% 15 -58,654 -5.92% Q3 2026 Oct 30, 2026
ROYCE & ASSOCIATES LP History No change 1,050,287 92,120 0.74% 0.74% 16 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 860,614 88,350 0.01% 0.01% 17 -33,580 -3.76% Q3 2026 Nov 05, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 1,002,445 87,924 0.13% 0.13% 18 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 914,907 80,246 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 887,116 77,808 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 825,215 72,379 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Beutel, Goodman & Co Ltd. History Reduced 659,526 67,706 0.53% 0.96% 22 -835,158 -55.88% Q3 2026 Nov 04, 2026
AMERICAN CAPITAL MANAGEMENT INC History No change 745,323 65,372 2.93% 2.93% 23 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 695,446 60,997 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 660,498 57,932 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 655,801 57,520 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 638,934 56,040 0.31% 0.31% 27 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD FIDUCIARY TRUST CO History No change 592,612 51,977 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 583,800 51,205 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 578,420 50,751 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
FIRST FINANCIAL BANKSHARES INC History No change 552,780 48,484 0.91% 0.91% 31 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 532,381 46,695 0.06% 0.06% 32 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 518,314 45,461 0.19% 0.19% 33 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 512,826 44,979 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 478,365 41,957 0.01% 0.01% 35 0 0.0% Q2 2026 Sep 23, 2026
NATIXIS ADVISORS, LLC History No change 461,891 40,512 0.05% 0.05% 36 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 461,227 40,454 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Azora Capital LP History No change 443,189 38,872 1.64% 1.64% 38 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 421,046 36,929 0.07% 0.07% 39 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 326,845 33,554 0.05% 0.05% 40 +2,278 0.7% Q3 2026 Nov 05, 2026
JPMORGAN CHASE & CO History No change 375,392 32,868 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 334,349 29,305 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Reduced 278,015 28,541 0.04% 0.04% 43 -41,360 -12.95% Q3 2026 Oct 28, 2026
Interval Partners, LP History No change 323,722 28,393 0.73% 0.73% 44 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 308,050 27,019 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 307,430 26,964 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
Retirement Systems of Alabama History Added to 262,381 26,936 0.08% 0.07% 47 +9,049 3.57% Q3 2026 Nov 04, 2026
RHUMBLINE ADVISERS History No change 303,552 26,624 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 300,935 26,395 0.09% 0.09% 49 0 0.0% Q2 2026 Aug 10, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 284,726 24,973 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 239,748 24,612 0.01% 0.01% 51 +32,104 15.46% Q3 2026 Nov 02, 2026
Arbejdsmarkedets Tillaegspension History Reduced 237,400 24,371 0.62% 0.6% 52 -76,200 -24.3% Q3 2026 Oct 30, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 269,995 23,681 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 266,217 23,349 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
JLB & ASSOCIATES INC History Reduced 257,257 22,564 3.05% 3.07% 55 -4,319 -1.65% Q3 2026 Oct 27, 2026
Crestwood Advisors Group, LLC History Added to 197,433 20,268 0.3% 0.26% 56 +338 0.17% Q3 2026 Oct 27, 2026
Rockefeller Capital Management L.P. History No change 228,023 20,000 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 226,700 19,883 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 216,054 18,950 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Added to 182,545 18,740 0.01% 0.0% 60 +89,494 96.18% Q3 2026 Nov 04, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 205,471 18,021 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
MARKEL GROUP INC. History No change 173,200 17,780 0.14% 0.12% 62 0 0.0% Q3 2026 Oct 30, 2026
Swiss National Bank History No change 202,400 17,752 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 11, 2026
Amundi History No change 193,135 16,939 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 185,536 16,273 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
Leith Wheeler Investment Counsel Ltd. History No change 174,506 15,305 1.16% 1.16% 66 0 0.0% Q2 2026 Aug 05, 2026
ALPS ADVISORS INC History Reduced 148,138 15,207 0.07% 0.08% 67 -52,934 -26.33% Q3 2026 Nov 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 151,976 15,135 0.02% 0.02% 68 +32,528 27.23% Q3 2026 Oct 13, 2026
Foyston, Gordon & Payne Inc History Reduced 137,648 14,130 2.83% 2.98% 69 -20,310 -12.86% Q3 2026 Nov 02, 2026
ROYAL BANK OF CANADA History No change 161,039 14,125 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 156,953 13,766 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 07, 2026
Bridgewater Associates, LP History No change 144,423 12,667 0.05% 0.05% 72 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 141,682 12,429 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
Prana Capital Management, LP History No change 139,223 12,211 0.37% 0.37% 74 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 117,874 12,100 0.01% 0.0% 75 +21,891 22.81% Q3 2026 Nov 02, 2026
Legal & General Group Plc History No change 136,376 11,961 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 113,571 11,659 0.05% 0.04% 77 +2,494 2.25% Q3 2026 Nov 05, 2026
WELLS FARGO & COMPANY/MN History No change 130,780 11,470 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 127,800 11,209 0.04% 0.04% 79 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History Reduced 101,791 10,449 0.01% 0.01% 80 -4,661 -4.38% Q3 2026 Oct 30, 2026
TWO SIGMA INVESTMENTS, LP History No change 118,660 10,407 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History Added to 101,070 10,375 0.5% 0.47% 82 +459 0.46% Q3 2026 Oct 20, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 117,300 10,288 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 24, 2026
BANK OF MONTREAL /CAN/ History No change 116,432 10,212 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
Fideuram Asset Management (Ireland) dac History Reduced 101,601 9,679 0.21% 0.17% 85 -11,586 -10.24% Q3 2026 Oct 29, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 93,465 9,595 0.02% 0.02% 86 -8,136 -8.01% Q3 2026 Oct 22, 2026
ALLIANCEBERNSTEIN L.P. History No change 119,244 9,357 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 103,180 9,049 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 10, 2026
VAN ECK ASSOCIATES CORP History No change 102,923 9,027 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 102,534 8,993 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 27, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 101,909 8,938 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 101,518 8,904 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 100,533 8,817 0.0% 0.0% 93 0 0.0% Q2 2026 Sep 02, 2026
STIFEL FINANCIAL CORP History No change 99,780 8,754 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 97,931 8,590 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
HAHN CAPITAL MANAGEMENT LLC History Reduced 80,008 8,213 4.81% 4.34% 96 -1,527 -1.87% Q3 2026 Oct 30, 2026
Schonfeld Strategic Advisors LLC History No change 90,061 7,899 0.03% 0.03% 97 0 0.0% Q2 2026 Aug 14, 2026
Karl Kapital LLC History No change 88,816 7,790 4.64% 4.64% 98 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 87,503 7,674 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 86,966 7,627 0.08% 0.08% 100 0 0.0% Q2 2026 Aug 13, 2026
Conestoga Capital Advisors, LLC History New 74,140 7,611 0.23% — 101 +74,140 New Q3 2026 Nov 02, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 85,026 7,457 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 06, 2026
Thrive Wealth Management, LLC History Reduced 72,351 7,427 0.92% 0.82% 103 -1,584 -2.14% Q3 2026 Oct 13, 2026
Pathstone Holdings, LLC History No change 82,758 7,258 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 82,635 7,247 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 82,095 7,200 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 14, 2026
Taylor Hoffman Capital Management LLC History No change 74,794 6,560 1.59% 1.59% 107 0 0.0% Q2 2026 Aug 11, 2026
OSSIAM History No change 73,055 6,407 0.08% 0.08% 108 0 0.0% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History Reduced 61,261 6,289 0.07% 0.06% 109 -2,754 -4.3% Q3 2026 Oct 28, 2026
Chevy Chase Trust Holdings, LLC History No change 71,582 6,278 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 70,381 6,152 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 70,000 6,139 0.0% 0.0% 112 0 0.0% Q2 2026 Sep 09, 2026
CANADA LIFE ASSURANCE Co History No change 69,976 6,135 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 13, 2026
Union Heritage Capital, LLC History No change 68,700 6,025 2.04% 2.04% 114 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 66,482 5,831 0.04% 0.04% 115 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 55,078 5,654 0.01% 0.01% 116 -10,387 -15.87% Q3 2026 Oct 28, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC History No change 63,671 5,584 0.75% 0.75% 117 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 63,560 5,574 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History Added to 53,840 5,527 0.07% 0.04% 119 +16,539 44.34% Q3 2026 Oct 21, 2026
HBK Sorce Advisory LLC History No change 51,793 5,425 0.1% 0.1% 120 0 0.0% Q2 2026 Aug 06, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 61,769 5,417 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 13, 2026
DekaBank Deutsche Girozentrale History Added to 51,350 5,307 0.01% 0.0% 122 +44,927 699.47% Q3 2026 Oct 27, 2026
LAZARD ASSET MANAGEMENT LLC History No change 60,499 5,306 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 14, 2026
Banco Santander, S.A. History No change 59,549 5,223 0.03% 0.03% 124 0 0.0% Q2 2026 Jul 29, 2026
IFG Advisory, LLC History No change 59,268 5,198 0.18% 0.18% 125 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History Added to 48,481 4,977 0.03% 0.03% 126 +5,554 12.94% Q3 2026 Oct 23, 2026
FIFTH THIRD BANCORP History Added to 48,162 4,944 0.01% 0.0% 127 +23,322 93.89% Q3 2026 Nov 05, 2026
SummitTX Capital, L.P. History No change 55,704 4,885 0.13% 0.13% 128 0 0.0% Q2 2026 Aug 14, 2026
Vest Financial, LLC History Reduced 46,631 4,787 0.05% 0.06% 129 -18,269 -28.15% Q3 2026 Oct 21, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 46,312 4,754 0.01% 0.01% 130 -853 -1.81% Q3 2026 Oct 20, 2026
BNP Paribas Asset Management Holding S.A. History No change 53,464 4,689 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 52,803 4,631 0.02% 0.02% 132 0 0.0% Q2 2026 Aug 14, 2026
Vestcor Inc History No change 52,801 4,631 0.11% 0.11% 133 0 0.0% Q2 2026 Aug 11, 2026
Holocene Advisors, LP History No change 52,277 4,585 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 51,969 4,558 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 13, 2026
Illinois Municipal Retirement Fund History Added to 44,386 4,556 0.05% 0.04% 136 +392 0.89% Q3 2026 Nov 05, 2026
HRT FINANCIAL LP History No change 50,793 4,455 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 50,324 4,413 0.1% 0.1% 138 0 0.0% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History No change 48,200 4,227 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 48,143 4,222 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 47,868 4,198 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 17, 2026
Atria Investments, Inc History Added to 40,712 4,179 0.04% 0.03% 142 +1,543 3.94% Q3 2026 Oct 15, 2026
Moran Wealth Management, LLC History Reduced 40,310 4,138 0.11% 0.1% 143 -699 -1.7% Q3 2026 Oct 22, 2026
Russell Investments Group, Ltd. History No change 46,303 4,059 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 06, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 45,834 4,020 0.03% 0.03% 145 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 45,802 4,017 0.03% 0.03% 146 0 0.0% Q2 2026 Jul 23, 2026
Vident Advisory, LLC History No change 45,379 3,980 0.03% 0.03% 147 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 45,122 3,958 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 44,571 3,909 0.03% 0.03% 149 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 38,025 3,903 0.04% 0.03% 150 +3,989 11.72% Q3 2026 Oct 23, 2026
MetLife Investment Management, LLC History No change 44,178 3,874 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 13, 2026
Polar Asset Management Partners Inc. History No change 44,075 3,865 0.06% 0.06% 152 0 0.0% Q2 2026 Aug 14, 2026
Wealth Alliance Advisory Group, LLC History No change 37,504 3,850 0.54% 0.48% 153 0 0.0% Q3 2026 Oct 14, 2026
Treasurer of the State of North Carolina History No change 43,317 3,799 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 14, 2026
Weiss Asset Management LP History No change 42,574 3,734 0.04% 0.04% 155 0 0.0% Q2 2026 Aug 14, 2026
INGALLS & SNYDER LLC History No change 42,356 3,715 0.1% 0.1% 156 0 0.0% Q2 2026 Aug 14, 2026
Oxbow Advisors, LLC History No change 42,099 3,692 0.3% 0.3% 157 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 41,900 3,675 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 29, 2026
ABN AMRO INVESTMENT SOLUTIONS History No change 35,510 3,645 0.03% 0.03% 159 0 0.0% Q3 2026 Oct 21, 2026
Morningstar Investment Management LLC History No change 46,245 3,628 0.22% 0.22% 160 0 0.0% Q2 2026 Jul 21, 2026
New Age Alpha Advisors, LLC History No change 41,141 3,608 0.15% 0.15% 161 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 40,859 3,583 0.07% 0.07% 162 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History Reduced 34,444 3,580 0.01% 0.01% 163 -28,157 -44.98% Q3 2026 Oct 16, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 40,231 3,528 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 19, 2026
Third View Private Wealth, LLC History Reduced 34,141 3,504 0.41% 0.37% 165 -127 -0.37% Q3 2026 Oct 30, 2026
Engineers Gate Manager LP History No change 38,836 3,406 0.04% 0.04% 166 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 38,148 3,345 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History No change 37,864 3,321 0.11% 0.11% 168 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 37,708 3,307 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 37,134 3,257 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 36,747 3,222 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 12, 2026
Louisiana State Employees Retirement System History Added to 31,000 3,182 0.05% 0.03% 172 +4,300 16.1% Q3 2026 Oct 20, 2026
State of New Jersey Common Pension Fund D History No change 30,872 3,169 0.01% 0.01% 173 0 0.0% Q3 2026 Nov 05, 2026
Vanguard Global Advisers, LLC History No change 35,945 3,152 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 35,572 3,120 0.05% 0.05% 175 0 0.0% Q2 2026 Jul 17, 2026
Neuberger Berman Group LLC History No change 34,896 3,060 0.0% 0.0% 176 0 0.0% Q2 2026 Oct 27, 2026
CREDIT AGRICOLE S A History No change 34,621 3,036 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 34,363 3,014 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 33,900 2,973 0.01% 0.01% 179 0 0.0% Q2 2026 Jul 10, 2026
Callan Family Office, LLC History No change 32,957 2,890 0.06% 0.06% 180 0 0.0% Q2 2026 Aug 11, 2026
Robeco Institutional Asset Management B.V. History Reduced 28,081 2,882 0.0% 0.01% 181 -22,094 -44.03% Q3 2026 Oct 20, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 28,082 2,882 0.03% 0.03% 182 +1,841 7.02% Q3 2026 Oct 22, 2026
Arizona State Retirement System History Added to 27,953 2,869 0.01% 0.01% 183 +124 0.45% Q3 2026 Nov 03, 2026
ALLSTATE CORP History No change 32,582 2,857 0.03% 0.03% 184 0 0.0% Q2 2026 Aug 13, 2026
Voleon Capital Management LP History No change 32,402 2,841 0.05% 0.05% 185 0 0.0% Q2 2026 Aug 14, 2026
Sepio Capital, LP History Reduced 27,630 2,836 0.11% 0.13% 186 -2,602 -8.61% Q3 2026 Oct 22, 2026
KBC Group NV History No change 27,506 2,824 0.01% 0.01% 187 0 0.0% Q3 2026 Oct 22, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 32,092 2,814 0.02% 0.02% 188 0 0.0% Q2 2026 Jul 23, 2026
SG Americas Securities, LLC History No change 30,655 2,689 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 30,110 2,640 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 30,065 2,637 0.02% 0.02% 191 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 24,924 2,558 0.01% 0.01% 192 +3,041 13.9% Q3 2026 Nov 03, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 29,054 2,548 0.02% 0.02% 193 0 0.0% Q2 2026 Aug 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 24,488 2,513 0.01% 0.01% 194 +3,100 14.49% Q3 2026 Oct 27, 2026
Vanguard Personalized Indexing Management, LLC History No change 28,160 2,469 0.02% 0.02% 195 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 28,117 2,466 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 07, 2026
QUADRANT CAPITAL GROUP LLC History Added to 22,895 2,415 0.07% 0.05% 197 +65 0.28% Q3 2026 Oct 20, 2026
Vanguard Investments Australia, Ltd. History No change 26,678 2,339 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 26,392 2,314 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 21,586 2,216 0.02% 0.02% 200 +2,700 14.3% Q3 2026 Oct 29, 2026
DAVENPORT & Co LLC History Reduced 21,332 2,189 0.01% 0.01% 201 -94 -0.44% Q3 2026 Oct 14, 2026
Campbell & CO Investment Adviser LLC History No change 24,694 2,165 0.11% 0.11% 202 0 0.0% Q2 2026 Aug 03, 2026
Hennion & Walsh Asset Management, Inc. History Added to 21,021 2,158 0.06% 0.04% 203 +3,079 17.16% Q3 2026 Oct 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 20,800 2,135 0.05% 0.05% 204 0 0.0% Q3 2026 Nov 05, 2026
MML INVESTORS SERVICES, LLC History No change 23,138 2,029 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 22,316 1,957 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 18,990 1,949 0.02% 0.02% 207 -865 -4.36% Q3 2026 Oct 27, 2026
Linden Thomas Advisory Services, LLC History Reduced 18,817 1,931 0.15% 0.13% 208 -67 -0.35% Q3 2026 Oct 19, 2026
Summit Trail Advisors, LLC History No change 21,432 1,879 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 11, 2026
OmniStar Financial Group, Inc. History Added to 17,787 1,825 0.79% 0.7% 210 +518 3.0% Q3 2026 Oct 26, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 20,562 1,803 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 12, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 20,519 1,799 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 20,298 1,780 0.07% 0.07% 213 0 0.0% Q2 2026 Aug 10, 2026
Envestnet Portfolio Solutions, Inc. History No change 20,242 1,775 0.01% 0.01% 214 0 0.0% Q2 2026 Sep 23, 2026
Calamos Advisors LLC History New 16,667 1,711 0.01% — 215 +16,667 New Q3 2026 Nov 02, 2026
Confluence Wealth Services, Inc. History Added to 16,514 1,695 0.04% 0.04% 216 +376 2.33% Q3 2026 Nov 05, 2026
READYSTATE ASSET MANAGEMENT LP History No change 18,797 1,648 0.06% 0.06% 217 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 18,722 1,642 0.14% 0.14% 218 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 15,959 1,638 0.02% 0.02% 219 +351 2.25% Q3 2026 Nov 03, 2026
Sterling Capital Management LLC History Reduced 15,803 1,622 0.03% 0.02% 220 -777 -4.69% Q3 2026 Oct 22, 2026
Pictet Asset Management Holding SA History Added to 15,591 1,600 0.0% 0.0% 221 +573 3.82% Q3 2026 Nov 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 17,910 1,570 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 16,822 1,475 0.04% 0.04% 223 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 16,208 1,421 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 13,700 1,406 0.01% 0.0% 225 +6,900 101.47% Q3 2026 Oct 28, 2026
XPONANCE LLC History Added to 13,381 1,373 0.01% 0.01% 226 +1,700 14.55% Q3 2026 Nov 03, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 13,351 1,370 0.02% 0.03% 227 -9,660 -41.98% Q3 2026 Oct 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 13,344 1,369 0.01% 0.01% 228 +1,530 12.95% Q3 2026 Nov 04, 2026
TORONTO DOMINION BANK History No change 15,592 1,366 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History Added to 13,216 1,356 0.13% 0.11% 230 +1,041 8.55% Q3 2026 Oct 19, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 13,119 1,346 0.02% 0.02% 231 +165 1.27% Q3 2026 Oct 23, 2026
Hillsdale Investment Management Inc. History No change 15,270 1,339 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 12, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Added to 12,881 1,322 0.33% 0.25% 233 +190 1.5% Q3 2026 Oct 28, 2026
PRUDENTIAL FINANCIAL INC History No change 14,719 1,291 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History Reduced 12,497 1,283 0.01% 0.01% 235 -1,446 -10.37% Q3 2026 Oct 26, 2026
Gotham Asset Management, LLC History No change 14,351 1,258 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 12,246 1,257 0.02% 0.02% 237 -5,734 -31.89% Q3 2026 Oct 27, 2026
Lafayette Investments, Inc. History No change 14,256 1,250 0.23% 0.23% 238 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History Added to 11,739 1,205 0.04% 0.02% 239 +5,329 83.14% Q3 2026 Oct 23, 2026
Federation des caisses Desjardins du Quebec History No change 13,588 1,191 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 13, 2026
Gibbs Wealth Management History Added to 11,471 1,177 0.12% 0.11% 241 +1,142 11.06% Q3 2026 Oct 22, 2026
Redwood Investment Management, LLC History No change 13,366 1,172 0.12% 0.12% 242 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 12,812 1,123 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 17, 2026
Ifrah Financial Services, Inc. History New 10,915 1,120 0.28% — 244 +10,915 New Q3 2026 Oct 13, 2026
Portside Wealth Group, LLC History Reduced 10,704 1,098 0.12% 0.12% 245 -699 -6.13% Q3 2026 Oct 20, 2026
HighTower Advisors, LLC History No change 12,435 1,090 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 05, 2026
Quantbot Technologies LP History No change 12,202 1,070 0.04% 0.04% 247 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 12,177 1,068 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History Added to 10,222 1,049 0.0% 0.0% 249 +227 2.27% Q3 2026 Nov 04, 2026
Quadrature Capital Ltd History No change 11,823 1,036 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 11,865 1,035 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 11,712 1,027 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Technology Lab Private Ltd History No change 11,609 1,018 0.23% 0.23% 253 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History Added to 9,895 1,015 0.01% 0.01% 254 +938 10.47% Q3 2026 Oct 15, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 9,650 990 0.1% 0.08% 255 0 0.0% Q3 2026 Oct 26, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 9,585 983 0.21% 0.18% 256 -122 -1.26% Q3 2026 Oct 15, 2026
ExodusPoint Capital Management, LP History No change 11,189 981 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
PATTEN & PATTEN INC/TN History No change 9,400 965 0.05% 0.04% 258 0 0.0% Q3 2026 Oct 26, 2026
ZACKS INVESTMENT MANAGEMENT History No change 10,908 956 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 10,885 954 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History Reduced 9,273 951 0.06% 0.06% 261 -2 -0.02% Q3 2026 Oct 26, 2026
PRINCIPAL SECURITIES, INC. History No change 10,811 948 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 04, 2026
COMMERCE BANK History No change 10,661 935 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 12, 2026
Numerai GP LLC History No change 10,563 926 0.08% 0.08% 264 0 0.0% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History No change 10,371 910 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 10,160 891 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 14, 2026
RBF Capital, LLC History No change 10,000 877 0.04% 0.04% 267 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 9,982 875 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 13, 2026
Impact Partnership Wealth, LLC History No change 9,851 864 0.08% 0.08% 269 0 0.0% Q2 2026 Jul 29, 2026
Entropy Technologies, LP History No change 9,844 863 0.03% 0.03% 270 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 9,758 855 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 14, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 9,700 850 0.03% 0.03% 272 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 8,276 849 0.0% 0.0% 273 +4,667 129.32% Q3 2026 Oct 28, 2026
Vise Technologies, Inc. History Added to 8,221 843 0.01% 0.01% 274 +2,397 41.16% Q3 2026 Oct 28, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 9,578 840 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 10, 2026
GATEWAY INVESTMENT ADVISERS LLC History New 8,124 834 0.01% — 276 +8,124 New Q3 2026 Oct 13, 2026
BOKF, NA History Reduced 8,089 830 0.01% 0.01% 277 -409 -4.81% Q3 2026 Oct 27, 2026
Janney Montgomery Scott LLC History No change 9,178 805 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 05, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History No change 7,812 801 0.63% 0.57% 279 0 0.0% Q3 2026 Nov 03, 2026
GAMMA Investing LLC History Added to 7,413 761 0.03% 0.02% 280 +234 3.26% Q3 2026 Oct 08, 2026
&PARTNERS History No change 8,615 755 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Added to 7,316 751 0.01% 0.01% 282 +1,629 28.64% Q3 2026 Oct 23, 2026
Larson Financial Group LLC History Added to 7,168 735 0.02% 0.01% 283 +1,496 26.38% Q3 2026 Nov 05, 2026
iA Global Asset Management Inc. History Added to 7,109 730 0.01% 0.0% 284 +3,934 123.91% Q3 2026 Oct 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 7,102 729 0.04% — 285 +7,102 New Q3 2026 Oct 28, 2026
Concurrent Investment Advisors, LLC History Added to 7,098 728 0.01% 0.0% 286 +1,273 21.85% Q3 2026 Oct 16, 2026
TUDOR INVESTMENT CORP ET AL History No change 8,288 726 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 14, 2026
Precision Wealth Strategies, LLC History No change 8,235 722 0.22% 0.22% 288 0 0.0% Q2 2026 Aug 10, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History New 6,929 711 0.03% — 289 +6,929 New Q3 2026 Oct 26, 2026
CERTUITY, LLC History Added to 6,866 704 0.03% 0.03% 290 +504 7.92% Q3 2026 Nov 02, 2026
Maryland State Retirement & Pension System History Added to 6,832 701 0.01% 0.01% 291 +1,701 33.15% Q3 2026 Nov 05, 2026
Frec Markets, Inc. History No change 7,997 701 0.06% 0.06% 292 0 0.0% Q2 2026 Aug 13, 2026
Portfolio Design Labs, LLC History Reduced 6,574 674 0.11% 0.13% 293 -2,675 -28.92% Q3 2026 Nov 04, 2026
Nilsine Partners, LLC History Reduced 6,543 671 0.05% 0.04% 294 -207 -3.07% Q3 2026 Nov 02, 2026
OP Asset Management Ltd History No change 6,539 671 0.01% 0.01% 295 0 0.0% Q3 2026 Nov 05, 2026
Focus Partners Advisor Solutions, LLC History No change 7,644 670 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 06, 2026
GLOBEFLEX CAPITAL L P History No change 7,624 668 0.09% 0.09% 297 0 0.0% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 6,714 666 0.02% 0.02% 298 0 0.0% Q2 2026 Jul 23, 2026
State of Wyoming History Added to 6,344 651 0.05% 0.03% 299 +2,890 83.67% Q3 2026 Oct 28, 2026
iSAM Funds (UK) Ltd History No change 7,400 649 0.46% 0.46% 300 0 0.0% Q2 2026 Aug 12, 2026
Beaumont Financial Advisors, LLC History No change 6,292 645 0.04% 0.04% 301 0 0.0% Q3 2026 Oct 22, 2026
BROWN ADVISORY INC History No change 7,252 636 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 6,190 635 0.07% 0.08% 303 +117 1.93% Q3 2026 Oct 26, 2026
Swiss Life Asset Management Ltd History No change 6,195 635 0.0% 0.0% 304 0 0.0% Q3 2026 Nov 03, 2026
FEDERATED HERMES, INC. History No change 7,087 621 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 12, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 6,032 619 0.12% 0.11% 306 -21 -0.35% Q3 2026 Oct 05, 2026
Edgestream Partners, L.P. History No change 7,031 616 0.02% 0.02% 307 0 0.0% Q2 2026 Aug 11, 2026
AVIVA PLC History No change 6,943 608 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 13, 2026
Avior Wealth Management, LLC History Reduced 5,902 605 0.02% 0.02% 309 -951 -13.88% Q3 2026 Oct 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 5,891 604 0.01% 0.0% 310 +540 10.09% Q3 2026 Oct 28, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 5,795 594 0.02% 0.01% 311 +947 19.53% Q3 2026 Oct 22, 2026
FAYEZ SAROFIM & CO History No change 6,675 585 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 14, 2026
JMN Financial LLC History No change 6,674 585 0.45% 0.45% 313 0 0.0% Q2 2026 Aug 10, 2026
GHE, LLC History No change 6,654 583 0.22% 0.22% 314 0 0.0% Q2 2026 Jul 30, 2026
Snowden Capital Advisors LLC History No change 6,606 579 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 13, 2026
Freestone Grove Partners LP History No change 6,603 579 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
KAHN BROTHERS GROUP INC History No change 6,596 578 0.09% 0.09% 317 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History Reduced 5,574 572 0.02% 0.02% 318 -1,893 -25.35% Q3 2026 Oct 30, 2026
AE Wealth Management LLC History No change 6,381 559 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 03, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 6,352 557 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 06, 2026
Chicago Partners Investment Group LLC History Added to 5,444 556 0.01% 0.01% 321 +459 9.21% Q3 2026 Oct 26, 2026
NorthCrest Asset Manangement, LLC History Added to 5,382 555 0.01% 0.01% 322 +1,913 55.15% Q3 2026 Oct 09, 2026
Lansing Street Advisors History No change 6,316 553 0.12% 0.12% 323 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History No change 6,209 544 0.01% 0.01% 324 0 0.0% Q2 2026 Aug 06, 2026
South Dakota Investment Council History No change 6,128 537 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 11, 2026
PANAGORA ASSET MANAGEMENT INC History No change 6,094 534 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 06, 2026
AdvisorShares Investments LLC History No change 5,871 514 0.06% 0.06% 327 0 0.0% Q2 2026 Aug 11, 2026
Pavaki Capital Management LLC History No change 5,000 513 0.17% 0.15% 328 0 0.0% Q3 2026 Oct 26, 2026
NewEdge Advisors, LLC History No change 5,730 502 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 5,665 496 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 11, 2026
CI INVESTMENTS INC. History No change 5,564 488 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 13, 2026
DnB Asset Management AS History No change 5,496 482 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 5,451 478 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 14, 2026
Blueshift Asset Management, LLC History No change 5,378 471 0.11% 0.11% 334 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History Added to 4,569 469 0.01% 0.01% 335 +48 1.06% Q3 2026 Oct 22, 2026
Ashton Thomas Private Wealth, LLC History Reduced 4,565 468 0.01% 0.01% 336 -213 -4.46% Q3 2026 Nov 02, 2026
Utah Retirement Systems History No change 5,306 465 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 5,211 457 0.03% 0.03% 338 0 0.0% Q2 2026 Aug 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 4,259 437 0.0% 0.0% 339 -210 -4.7% Q3 2026 Nov 02, 2026
Intrua Financial, LLC History Added to 4,150 426 0.04% 0.03% 340 +6 0.14% Q3 2026 Oct 28, 2026
HUB Investment Partners, LLC History Added to 4,077 418 0.01% 0.01% 341 +595 17.09% Q3 2026 Nov 03, 2026
SYON CAPITAL LLC History No change 4,729 414 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 4,707 412 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 13, 2026
Carbahal Olsen Financial Services Group, LLC History No change 4,000 410 0.28% 0.24% 344 0 0.0% Q3 2026 Nov 05, 2026
Kestra Advisory Services, LLC History Added to 3,941 404 0.0% 0.0% 345 +581 17.29% Q3 2026 Nov 02, 2026
SHP Wealth Management History No change 4,566 400 0.03% 0.03% 346 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 4,544 398 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 04, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Reduced 3,837 393 0.28% 0.34% 348 -1,171 -23.38% Q3 2026 Oct 09, 2026
CIBC Asset Management Inc History No change 3,810 391 0.0% 0.0% 349 0 0.0% Q3 2026 Nov 05, 2026
Squarepoint Ops LLC History No change 4,464 391 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 4,450 390 0.0% 0.0% 351 0 0.0% Q2 2026 Sep 23, 2026
US BANCORP \DE\ History Reduced 3,793 389 0.0% 0.0% 352 -916 -19.45% Q3 2026 Nov 05, 2026
Legacy Financial Advisors, Inc. History No change 4,396 385 0.05% 0.05% 353 0 0.0% Q2 2026 Aug 05, 2026
Ellsworth Advisors, LLC History New 3,730 382 0.06% — 354 +3,730 New Q3 2026 Oct 15, 2026
Citadel Investment Advisory, Inc. History Reduced 3,690 379 0.17% 0.15% 355 -200 -5.14% Q3 2026 Oct 15, 2026
Ethic Inc. History Added to 3,677 377 0.0% 0.0% 356 +23 0.63% Q3 2026 Nov 03, 2026
PITTENGER & ANDERSON INC History New 3,620 371 0.01% — 357 +3,620 New Q3 2026 Nov 02, 2026
IFP Advisors, Inc History Added to 3,606 370 0.01% 0.0% 358 +765 26.93% Q3 2026 Oct 16, 2026
Caprock Group, LLC History No change 4,196 368 0.01% 0.01% 359 0 0.0% Q2 2026 Jul 27, 2026
CoreCap Advisors, LLC History Added to 3,583 367 0.01% 0.0% 360 +3,362 1521.27% Q3 2026 Oct 08, 2026
AlphaCore Capital LLC History Added to 3,488 358 0.01% 0.0% 361 +826 31.03% Q3 2026 Nov 04, 2026
OpenArc Corporate Advisory, LLC History New 3,486 357 0.0% — 363 +3,486 New Q3 2026 Oct 21, 2026
Verdence Capital Advisors LLC History Added to 3,479 357 0.02% 0.02% 362 +67 1.96% Q3 2026 Oct 26, 2026
Global Retirement Partners, LLC History No change 4,017 352 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 06, 2026
Cadent Capital Advisors, LLC History No change 3,422 351 0.08% 0.06% 365 0 0.0% Q3 2026 Oct 09, 2026
Kera Capital Partners, Inc. History No change 3,810 334 0.03% 0.03% 366 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,791 333 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 13, 2026
Northstar Financial Companies, Inc. History No change 3,727 326 0.22% 0.22% 368 0 0.0% Q2 2026 Aug 06, 2026
Vestmark Advisory Solutions, Inc. History No change 3,685 323 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 3,827 320 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 10, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 3,657 320 0.03% 0.03% 371 0 0.0% Q2 2026 Jul 31, 2026
North Dakota State Investment Board History Added to 3,115 319 0.01% 0.01% 373 +72 2.37% Q3 2026 Oct 27, 2026
Dakota Wealth Management History No change 3,648 319 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History New 3,083 316 0.0% — 374 +3,083 New Q3 2026 Nov 04, 2026
CHOREO, LLC History Added to 3,078 315 0.0% 0.0% 375 +352 12.91% Q3 2026 Oct 28, 2026
Financial Planning Hawaii, Inc. History Added to 3,010 309 0.17% 0.13% 376 +290 10.66% Q3 2026 Oct 13, 2026
Ensign Peak Advisors, Inc History No change 3,518 308 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 14, 2026
Outlook Wealth Advisors, LLC History Reduced 2,968 304 0.06% 0.06% 378 -68 -2.24% Q3 2026 Oct 28, 2026
Peterson Wealth Services History Added to 2,909 298 0.06% 0.04% 380 +692 31.21% Q3 2026 Oct 23, 2026
Hardy Reed LLC History No change 3,408 298 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 03, 2026
Ullmann Wealth Partners Group, LLC History Added to 2,896 297 0.03% 0.02% 381 +303 11.69% Q3 2026 Nov 02, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 3,381 296 0.05% 0.05% 382 0 0.0% Q2 2026 Aug 10, 2026
Avantra Family Wealth, Inc. History No change 2,850 292 0.17% 0.16% 383 0 0.0% Q3 2026 Oct 20, 2026
Frank, Rimerman Advisors LLC History Added to 2,843 291 0.02% 0.01% 384 +87 3.16% Q3 2026 Oct 16, 2026
Atlantic Union Bankshares Corp History No change 3,300 289 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 11, 2026
Nykredit A/S History No change 3,303 289 0.0% 0.0% 386 0 0.0% Q2 2026 Sep 08, 2026
World Investment Advisors History No change 3,601 284 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 13, 2026
SHELTON CAPITAL MANAGEMENT History No change 3,214 281 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 3,186 279 0.01% 0.01% 389 0 0.0% Q2 2026 Jul 28, 2026
HB Wealth Management, LLC History Reduced 2,681 275 0.0% 0.0% 390 -16 -0.59% Q3 2026 Oct 23, 2026
TrueWealth Advisors, LLC History No change 2,640 271 0.06% 0.05% 391 0 0.0% Q3 2026 Oct 08, 2026
Marshall Financial Group, LLC History No change 3,014 264 0.04% 0.04% 392 0 0.0% Q2 2026 Jul 17, 2026
RFG Advisory, LLC History Reduced 2,564 263 0.0% 0.0% 394 -199 -7.2% Q3 2026 Nov 03, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 2,558 263 0.01% 0.01% 393 0 0.0% Q3 2026 Nov 03, 2026
Royal Capital Wealth Management, LLC History No change 3,000 263 0.15% 0.15% 395 0 0.0% Q2 2026 Aug 14, 2026
Stirlingshire Investments, Inc. History New 2,550 261 0.18% — 396 +2,550 New Q3 2026 Nov 05, 2026
Wedmont Private Capital History Added to 2,505 258 0.01% 0.01% 399 +331 15.23% Q3 2026 Oct 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 2,520 258 0.0% 0.0% 397 +50 2.02% Q3 2026 Oct 30, 2026
MQS Management LLC History No change 2,952 258 0.32% 0.32% 398 0 0.0% Q2 2026 Aug 07, 2026
Claro Advisors Inc. History Reduced 2,509 257 0.03% 0.03% 400 -330 -11.62% Q3 2026 Nov 02, 2026
Hamilton Capital Partners Inc. History No change 2,925 256 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History Reduced 2,483 254 0.01% 0.01% 402 -22 -0.88% Q3 2026 Nov 05, 2026
EP Wealth Advisors, LLC History No change 2,835 248 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History Reduced 2,367 242 0.0% 0.0% 405 -179 -7.03% Q3 2026 Oct 28, 2026
BESSEMER GROUP INC History No change 2,754 242 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 12, 2026
Astoria Portfolio Advisors LLC. History No change 2,744 240 0.04% 0.04% 406 0 0.0% Q2 2026 Jul 28, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 2,320 238 0.09% 0.18% 407 -4,869 -67.73% Q3 2026 Oct 23, 2026
Csenge Advisory Group History Reduced 2,296 235 0.01% 0.01% 408 -14 -0.61% Q3 2026 Nov 04, 2026
Steward Partners Investment Advisory, LLC History No change 2,689 235 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 13, 2026
Meeder Advisory Services, Inc. History No change 2,657 233 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 07, 2026
AlTi Global, Inc. History No change 2,665 233 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 2,226 228 0.0% — 412 +2,226 New Q3 2026 Oct 23, 2026
Koshinski Asset Management, Inc. History New 2,220 227 0.01% — 414 +2,220 New Q3 2026 Oct 29, 2026
EverSource Wealth Advisors, LLC History Added to 2,220 227 0.01% 0.01% 413 +36 1.65% Q3 2026 Nov 04, 2026
Institute for Wealth Management, LLC. History No change 2,581 226 0.02% 0.02% 415 0 0.0% Q2 2026 Jul 28, 2026
NORDEN GROUP LLC History New 2,194 225 0.02% — 417 +2,194 New Q3 2026 Oct 20, 2026
Versant Capital Management, Inc History Added to 2,194 225 0.02% 0.02% 416 +55 2.57% Q3 2026 Oct 01, 2026
GENESIS PRIVATE WEALTH, LLC History New 2,164 222 0.06% — 418 +2,164 New Q3 2026 Nov 02, 2026
PROFUND ADVISORS LLC History New 2,131 218 0.01% — 420 +2,131 New Q3 2026 Oct 28, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 2,490 218 0.02% 0.02% 419 0 0.0% Q2 2026 Jul 29, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 2,472 216 0.03% 0.03% 421 0 0.0% Q2 2026 Aug 07, 2026
CULLEN INVESTMENT GROUP, LTD. History Reduced 2,044 214 0.02% 0.04% 422 -1,349 -39.76% Q3 2026 Oct 13, 2026
Icon Wealth Advisors, LLC History No change 2,443 214 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 05, 2026
Cyndeo Wealth Partners, LLC History New 2,068 212 0.01% — 424 +2,068 New Q3 2026 Oct 16, 2026
Revisor Wealth Management LLC History Reduced 2,026 211 0.05% 0.05% 425 -375 -15.62% Q3 2026 Oct 20, 2026
Glass Wealth Management Co LLC History New 2,030 208 0.07% — 427 +2,030 New Q3 2026 Oct 28, 2026
Hilltop Holdings Inc. History No change 2,375 208 0.02% 0.02% 426 0 0.0% Q2 2026 Aug 13, 2026
Accredited Investors Inc. History New 2,014 206 0.01% — 428 +2,014 New Q3 2026 Nov 03, 2026
NTV ASSET MANAGEMENT LLC History New 2,000 205 0.02% — 429 +2,000 New Q3 2026 Oct 23, 2026
BLB&B Advisors, LLC History New 2,000 205 0.01% — 430 +2,000 New Q3 2026 Oct 27, 2026
AlphaGrep UK Ltd History No change 2,336 204 0.06% 0.06% 431 0 0.0% Q2 2026 Aug 14, 2026
VALLEY NATIONAL ADVISERS INC History Added to 1,708 175 0.02% 0.02% 432 +12 0.71% Q3 2026 Oct 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,920 168 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,907 167 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 1,585 162 0.0% 0.0% 435 +300 23.35% Q3 2026 Oct 08, 2026
GK Wealth Management LLC History New 1,556 159 0.09% — 436 +1,556 New Q3 2026 Oct 09, 2026
Cassaday & Co Wealth Management LLC History No change 1,524 156 0.0% 0.0% 437 0 0.0% Q3 2026 Oct 27, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 1,430 147 0.0% 0.11% 438 -159,152 -99.11% Q3 2026 Oct 22, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 1,405 144 0.01% 0.01% 439 -186 -11.69% Q3 2026 Oct 22, 2026
STRS OHIO History Reduced 1,397 143 0.0% 0.0% 440 -1,670 -54.45% Q3 2026 Oct 30, 2026
Hills Bank & Trust Co History No change 1,561 136 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History Added to 1,306 134 0.0% 0.0% 442 +860 192.83% Q3 2026 Oct 21, 2026
Wealth Enhancement Trust Services, Inc. History Added to 1,246 127 0.01% 0.01% 444 +612 96.53% Q3 2026 Oct 07, 2026
Sachetta, LLC History No change 1,450 127 0.06% 0.06% 443 0 0.0% Q2 2026 Jul 15, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 1,201 123 0.03% — 445 +1,201 New Q3 2026 Oct 16, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,377 121 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 10, 2026
BARD ASSOCIATES INC History No change 1,207 105 0.02% 0.02% 447 0 0.0% Q2 2026 Aug 11, 2026
Leonteq Securities AG History New 957 98 0.0% — 448 +957 New Q3 2026 Oct 29, 2026
GHP Investment Advisors, Inc. History No change 926 95 0.0% 0.0% 449 0 0.0% Q3 2026 Oct 15, 2026
SouthState Bank Corp History No change 963 84 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 06, 2026
Employees Retirement System of Texas History No change 906 79 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 878 77 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 747 76 0.01% 0.0% 453 0 0.0% Q3 2026 Oct 13, 2026
Evolution Advisers, Inc. History No change 873 76 0.03% 0.03% 454 0 0.0% Q2 2026 Jul 31, 2026
Covestor Ltd History Reduced 732 75 0.05% 0.05% 455 -297 -28.86% Q3 2026 Oct 30, 2026
PRIVATE TRUST CO NA History Reduced 686 70 0.01% 0.0% 456 -6 -0.87% Q3 2026 Oct 20, 2026
Keating Financial Advisory Services, Inc. History No change 795 69 0.01% 0.01% 457 0 0.0% Q2 2026 Aug 11, 2026
WealthCollab, LLC History No change 777 68 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 10, 2026
SJS Investment Consulting Inc. History Reduced 596 61 0.01% 0.01% 460 -30 -4.79% Q3 2026 Oct 26, 2026
HAZLETT, BURT & WATSON, INC. History No change 600 61 0.02% 0.01% 459 0 0.0% Q3 2026 Nov 04, 2026
Rialto Wealth Management, LLC History No change 697 61 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 11, 2026
Root Financial Partners, LLC History New 591 60 0.0% — 462 +591 New Q3 2026 Oct 21, 2026
Fulcrum Asset Management LLP History New 558 57 0.0% — 464 +558 New Q3 2026 Nov 04, 2026
CX Institutional History Added to 552 57 0.0% 0.0% 463 +20 3.76% Q3 2026 Oct 02, 2026
Caitlin John, LLC History No change 636 55 0.03% 0.03% 465 0 0.0% Q2 2026 Aug 17, 2026
Provenance Wealth Advisors, LLC History New 519 53 0.0% — 466 +519 New Q3 2026 Oct 30, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 601 52 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 600 52 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 13, 2026
Washington Trust Advisors, Inc. History No change 507 52 0.0% 0.0% 469 0 0.0% Q3 2026 Oct 22, 2026
Hilltop National Bank History New 495 50 0.01% — 471 +495 New Q3 2026 Oct 14, 2026
Smithfield Trust Co History No change 574 50 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 05, 2026
CENTRAL TRUST Co History No change 481 49 0.0% 0.0% 472 0 0.0% Q3 2026 Nov 05, 2026
Jacobi Capital Management LLC History New 457 46 0.0% — 473 +457 New Q3 2026 Nov 05, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 438 44 0.01% 0.01% 474 +129 41.75% Q3 2026 Oct 07, 2026
Asset Management One Co., Ltd. History Reduced 428 43 0.0% 0.0% 476 -59 -12.11% Q3 2026 Oct 27, 2026
TOTH FINANCIAL ADVISORY CORP History No change 420 43 0.0% 0.0% 475 0 0.0% Q3 2026 Oct 08, 2026
BFC Planning, Inc. History No change 470 41 0.0% 0.0% 477 0 0.0% Q2 2026 Oct 29, 2026
Quent Capital, LLC History No change 454 39 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 07, 2026
WHITTIER TRUST CO History No change 389 36 0.0% 0.0% 479 0 0.0% Q2 2026 Jul 27, 2026
Community Bank, N.A. History No change 415 36 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 400 35 0.01% 0.01% 481 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT SECURITIES GROUP LLC History New 329 33 0.0% — 483 +329 New Q3 2026 Nov 05, 2026
Elyxium Wealth, LLC History New 327 33 0.0% — 485 +327 New Q3 2026 Oct 27, 2026
Latitude Advisors, LLC History New 322 33 0.01% — 484 +322 New Q3 2026 Oct 27, 2026
MATHER GROUP, LLC. History Added to 322 33 0.0% 0.0% 482 +82 34.17% Q3 2026 Oct 14, 2026
CoreFirst Bank & Trust History No change 373 32 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 05, 2026
Financial Network Wealth Advisors LLC History Reduced 273 28 0.03% 0.03% 488 -27 -9.0% Q3 2026 Oct 27, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 273 28 0.0% 0.0% 487 +4 1.49% Q3 2026 Oct 27, 2026
Smartleaf Asset Management LLC History No change 313 27 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 12, 2026
HM PAYSON & CO History No change 300 26 0.0% 0.0% 490 0 0.0% Q2 2026 Jul 17, 2026
Arlington Trust Co LLC History No change 248 25 0.0% 0.0% 491 0 0.0% Q3 2026 Oct 20, 2026
Fortitude Family Office, LLC History Added to 240 24 0.0% 0.0% 494 +117 95.12% Q3 2026 Oct 14, 2026
CVA Family Office, LLC History No change 280 24 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 07, 2026
DHJJ Financial Advisors, Ltd. History No change 235 24 0.01% 0.01% 493 0 0.0% Q3 2026 Oct 23, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 269 23 0.0% 0.0% 495 0 0.0% Q2 2026 Oct 30, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 230 23 0.0% 0.0% 496 0 0.0% Q3 2026 Nov 04, 2026
V-Square Quantitative Management LLC History New 217 22 0.0% — 499 +217 New Q3 2026 Oct 15, 2026
True Wealth Design, LLC History Added to 221 22 0.01% 0.0% 498 +30 15.71% Q3 2026 Oct 13, 2026
Copeland Capital Management, LLC History No change 221 22 0.0% 0.0% 497 0 0.0% Q3 2026 Oct 13, 2026
Oakworth Capital, Inc. History Added to 210 21 0.0% 0.0% 500 +65 44.83% Q3 2026 Oct 26, 2026
Silver Grove Financial Group, Inc. History Added to 214 21 0.01% 0.01% 501 +15 7.54% Q3 2026 Nov 05, 2026
Wilmington Savings Fund Society, FSB History Reduced 195 20 0.0% 0.0% 502 -1,212 -86.14% Q3 2026 Oct 23, 2026
Meriwether Wealth & Planning, LLC History New 200 20 0.01% — 504 +200 New Q3 2026 Oct 13, 2026
Hilton Head Capital Partners, LLC History No change 200 20 0.01% 0.01% 503 0 0.0% Q3 2026 Oct 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 196 18 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 27, 2026
North Star Investment Management Corp. History No change 177 18 0.0% 0.0% 506 0 0.0% Q3 2026 Oct 27, 2026
GW&K Investment Management, LLC History No change 195 17 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 12, 2026
Anchor Investment Management, LLC History No change 200 17 0.0% 0.0% 508 0 0.0% Q2 2026 Sep 15, 2026
Continuum Advisory, LLC History No change 198 17 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 180 15 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 144 14 0.0% 0.0% 511 0 0.0% Q3 2026 Nov 03, 2026
Access Investment Management LLC History No change 138 14 0.0% 0.0% 512 0 0.0% Q3 2026 Oct 23, 2026
TRUST CO OF VERMONT History Added to 131 13 0.0% 0.0% 513 +33 33.67% Q3 2026 Oct 21, 2026
Bell Investment Advisors, Inc History Added to 130 13 0.0% 0.0% 514 +21 19.27% Q3 2026 Oct 28, 2026
Frazier Financial Advisors, LLC History No change 157 13 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 10, 2026
Owl Creek Wealth Partners LLC History No change 130 13 0.0% 0.0% 516 0 0.0% Q3 2026 Oct 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 148 12 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 06, 2026
MOTCO History No change 145 12 0.0% 0.0% 518 0 0.0% Q2 2026 Jul 31, 2026
Blue Trust, Inc. History Reduced 116 11 0.0% 0.0% 521 -614 -84.11% Q3 2026 Oct 15, 2026
Parkside Financial Bank & Trust History Added to 110 11 0.0% 0.0% 520 +1 0.92% Q3 2026 Oct 27, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 108 11 0.0% 0.0% 519 0 0.0% Q3 2026 Oct 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 131 11 0.0% 0.0% 522 0 0.0% Q2 2026 Jul 24, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 125 10 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 102 10 0.0% 0.0% 524 0 0.0% Q3 2026 Oct 30, 2026
Physician Wealth Advisors, Inc. History Added to 88 9 0.0% 0.0% 528 +5 6.02% Q3 2026 Oct 20, 2026
TOMPKINS FINANCIAL CORP History No change 97 9 0.0% 0.0% 525 0 0.0% Q3 2026 Oct 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 106 9 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 14, 2026
Prestige Wealth Management Group LLC History No change 105 9 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 14, 2026
Eurizon Capital SGR S.p.A. History No change 104 9 0.0% 0.0% 529 0 0.0% Q2 2026 Jul 29, 2026
Signature Equity Partners, LLC History Reduced 83 8 0.0% 0.0% 532 -4 -4.6% Q3 2026 Oct 29, 2026
CITY HOLDING CO History No change 81 8 0.0% 0.0% 530 0 0.0% Q3 2026 Oct 19, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 82 8 0.0% 0.0% 531 0 0.0% Q3 2026 Oct 22, 2026
IMA Advisory Services, Inc. History No change 81 7 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 10, 2026
Avion Wealth History No change 69 7 0.0% 0.0% 534 0 0.0% Q3 2026 Nov 03, 2026
Essential Partners LLC History No change 75 7 0.0% 0.0% 535 0 0.0% Q3 2026 Oct 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 60 6 0.0% 0.0% 536 -45 -42.86% Q3 2026 Nov 04, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 61 6 0.0% 0.0% 537 0 0.0% Q3 2026 Nov 04, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 71 6 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 53 5 0.0% 0.0% 543 -41 -43.62% Q3 2026 Oct 30, 2026
JNBA Financial Advisors History Added to 56 5 0.0% 0.0% 539 +24 75.0% Q3 2026 Nov 03, 2026
Private Wealth Management Group, LLC History Reduced 51 5 0.0% 0.0% 542 -6 -10.53% Q3 2026 Oct 19, 2026
Addison Advisors LLC History No change 58 5 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 10, 2026
Park Place Capital Corp History No change 60 5 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 13, 2026
GoalVest Advisory LLC History New 42 4 0.0% — 551 +42 New Q3 2026 Oct 02, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 39 4 0.0% — 552 +39 New Q3 2026 Oct 09, 2026
Creative Capital Management Investments LLC History Added to 43 4 0.0% 0.0% 547 +7 19.44% Q3 2026 Oct 27, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 47 4 0.0% 0.0% 545 -5 -9.62% Q3 2026 Oct 28, 2026
Altshuler Shaham Ltd History No change 49 4 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 12, 2026
Truvestments Capital LLC History No change 53 4 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 12, 2026
WEST PACES ADVISORS INC. History No change 42 4 0.0% 0.0% 548 0 0.0% Q3 2026 Oct 13, 2026
Bare Financial Services, Inc History No change 41 4 0.0% 0.0% 549 0 0.0% Q3 2026 Nov 04, 2026
Navigoe, LLC History No change 39 4 0.0% 0.0% 550 0 0.0% Q3 2026 Nov 03, 2026
Cromwell Holdings LLC History Added to 34 3 0.0% 0.0% 558 +21 161.54% Q3 2026 Oct 28, 2026
Bay Harbor Wealth Management, LLC History Added to 30 3 0.0% 0.0% 556 +4 15.38% Q3 2026 Nov 03, 2026
MONTAG A & ASSOCIATES INC History No change 31 3 0.0% 0.0% 553 0 0.0% Q3 2026 Oct 29, 2026
Marquette Asset Management, LLC History No change 32 3 0.0% 0.0% 554 0 0.0% Q3 2026 Oct 09, 2026
Geneos Wealth Management Inc. History No change 37 3 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 06, 2026
Activest Wealth Management History No change 30 3 0.0% 0.0% 557 0 0.0% Q3 2026 Oct 15, 2026
Quarry LP History No change 43 3 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 14, 2026
Nemes Rush Group LLC History No change 34 3 0.0% 0.0% 560 0 0.0% Q3 2026 Nov 04, 2026
Dogwood Wealth Management LLC History No change 39 3 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 06, 2026
Basecamp Wealth Advisors LLC History No change 44 3 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 14, 2026
Acumen Wealth Advisors, LLC History New 22 2 0.0% — 574 +22 New Q3 2026 Nov 05, 2026
GODSEY & GIBB, INC History New 20 2 0.0% — 573 +20 New Q3 2026 Oct 14, 2026
Rakuten Securities, Inc. History New 20 2 0.0% — 575 +20 New Q3 2026 Nov 02, 2026
Hughes Financial Services, LLC History Added to 27 2 0.0% 0.0% 571 +4 17.39% Q3 2026 Oct 30, 2026
Rossby Financial, LCC History Added to 23 2 0.0% 0.0% 572 +4 21.05% Q3 2026 Nov 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 32 2 0.0% 0.0% 563 0 0.0% Q2 2026 Jul 31, 2026
Beaird Harris Wealth Management, LLC History No change 26 2 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 08, 2026
Cape Investment Advisory, Inc. History No change 28 2 0.0% 0.0% 565 0 0.0% Q3 2026 Oct 13, 2026
Colonial Trust Co / SC History No change 34 2 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 11, 2026
DiNuzzo Private Wealth, Inc. History No change 28 2 0.0% 0.0% 567 0 0.0% Q3 2026 Oct 15, 2026
JPL Wealth Management, LLC History No change 31 2 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 33 2 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 14, 2026
Granite FO LLC History No change 21 2 0.0% 0.0% 570 0 0.0% Q3 2026 Oct 14, 2026
Clark Wealth Partners History New 17 1 0.0% — 589 +17 New Q3 2026 Oct 16, 2026
Ascentis Wealth Management, LLC History New 15 1 0.0% — 588 +15 New Q3 2026 Nov 03, 2026
Capital Advisors, Ltd. LLC History New 9 1 0.0% — 587 +9 New Q3 2026 Oct 27, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Added to 18 1 0.0% — 581 +8 80.0% Q3 2026 Nov 04, 2026
Planning Strategies Inc. History Added to 12 1 0.0% — 586 +2 20.0% Q3 2026 Oct 02, 2026
Financial Management Professionals, Inc. History No change 10 1 0.0% — 576 0 0.0% Q3 2026 Oct 23, 2026
Grove Bank & Trust History No change 16 1 0.0% 0.0% 577 0 0.0% Q3 2026 Oct 08, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 22 1 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 14, 2026
Mosley Wealth Management History No change 12 1 0.0% 0.0% 579 0 0.0% Q3 2026 Oct 16, 2026
LRI Investments, LLC History No change 12 1 0.0% 0.0% 580 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 16 1 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 26, 2026
Park Square Financial Group, LLC History No change 19 1 0.01% 0.01% 583 0 0.0% Q2 2026 Jul 31, 2026
HFM Investment Advisors, LLC History No change 18 1 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Financial Management LLC History No change 14 1 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 28, 2026
Henshaw Capital LLC History Closed out 0 0 — 0.1% — -35,944 -100.0% Q3 2026 Nov 03, 2026
AIA Group Ltd History Closed out 0 0 — 0.01% — -6,917 -100.0% Q3 2026 Oct 30, 2026
Wellington Shields & Co., LLC History Closed out 0 0 — 0.13% — -6,500 -100.0% Q3 2026 Nov 03, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Closed out 0 0 — 0.02% — -4,470 -100.0% Q3 2026 Nov 03, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -3,658 -100.0% Q3 2026 Oct 16, 2026
111 Capital History Closed out 0 0 — 0.04% — -2,960 -100.0% Q3 2026 Nov 03, 2026
Gallacher Capital Management LLC History Closed out 0 0 — 0.12% — -2,433 -100.0% Q3 2026 Oct 29, 2026
Atlatl Advisers LLC History Closed out 0 0 — 0.0% — -27 -100.0% Q3 2026 Oct 22, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -22 -100.0% Q3 2026 Oct 16, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — — — -10 -100.0% Q3 2026 Oct 15, 2026
USA FINANCIAL FORMULAS History New 9 0 — — — +9 New Q3 2026 Oct 16, 2026
UMB Private Wealth Management, LLC History New 9 0 — — — +9 New Q3 2026 Oct 19, 2026
SBI Securities Co., Ltd. History Reduced 3 0 — — — -8 -72.73% Q3 2026 Oct 21, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 15, 2026
Align Financial, LLC History New 3 0 — — — +3 New Q3 2026 Oct 16, 2026
DecisionPoint Financial, LLC History Added to 6 0 — — — +2 50.0% Q3 2026 Oct 27, 2026
Quaker Wealth Management, LLC History New 2 0 — — — +2 New Q3 2026 Oct 22, 2026
American Capital Advisory, LLC History Added to 5 0 — — — +1 25.0% Q3 2026 Oct 28, 2026
James T. Borello RIA History Added to 5 0 — — — +1 25.0% Q3 2026 Oct 16, 2026
Manchester Capital Management LLC History New 1 0 — — — +1 New Q3 2026 Oct 22, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 1 0 — — — +1 New Q3 2026 Oct 15, 2026
MASECO LLP History New 1 0 — — — +1 New Q3 2026 Oct 27, 2026
Lynch Investment Planning, LLC History New 1 0 — — — +1 New Q3 2026 Oct 27, 2026
FIRST HORIZON CORP History No change 8 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
GROUP ONE TRADING LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
USA FINANCIAL FORMULAS History No change 6 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Bogart Wealth, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Dunhill Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Fairman Group, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Seneschal Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 9 0 — — — 0 0.0% Q3 2026 Oct 19, 2026
Kilter Group LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Investors Portfolio Services LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
3 FACTOR INDEXING, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026