Surgery Partners, Inc. - SGRY

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BAIN CAPITAL INVESTORS LLC History No change 49,946,972 839,109 17.42% 17.42% 1 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 13,882,155 233,219 0.1% 0.1% 2 0 0.0% Q2 2026 Aug 14, 2026
Pentwater Capital Management LP History No change 11,630,000 195,384 1.19% 1.19% 3 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 8,573,413 144,033 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 6,241,503 104,857 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 07, 2026
KING STREET CAPITAL MANAGEMENT, L.P. History No change 6,058,141 101,776 53.66% 53.66% 6 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 5,916,197 99,393 0.07% 0.07% 7 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 4,943,713 83,052 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 11, 2026
Clearbridge Investments, LLC History No change 3,823,179 64,229 0.05% 0.05% 9 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,737,712 62,793 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,509,535 58,960 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History No change 3,336,464 56,052 0.67% 0.67% 12 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 2,958,912 48,911 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 2,149,009 36,103 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 2,140,905 35,967 0.0% 0.0% 15 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,116,579 35,564 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 12, 2026
LMR Partners LLP History No change 1,560,587 26,217 0.1% 0.1% 17 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History No change 1,525,108 25,621 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,471,492 24,721 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 1,232,751 20,710 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,212,766 20,374 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,083,812 18,208 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,081,600 18,170 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,079,626 18,137 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Hein Park Capital Management LP History No change 1,068,621 17,952 35.74% 35.74% 25 0 0.0% Q2 2026 Aug 14, 2026
Varde Management, L.P. History No change 1,003,447 16,857 24.64% 24.64% 26 0 0.0% Q2 2026 Aug 14, 2026
Whitefort Capital Management, LP History No change 901,332 15,142 3.73% 3.73% 27 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 867,776 14,578 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
OAKTREE CAPITAL MANAGEMENT LP History No change 862,588 14,491 0.2% 0.2% 29 0 0.0% Q2 2026 Aug 13, 2026
Sea Cliff Partners Management, LP History No change 845,864 14,210 6.3% 6.3% 30 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 741,577 12,458 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 697,552 11,718 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 653,470 10,978 0.01% 0.01% 33 0 0.0% Q2 2026 Sep 09, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 547,967 9,205 0.16% 0.16% 34 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 508,254 8,538 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 475,680 7,991 0.0% 0.0% 36 0 0.0% Q2 2026 Sep 02, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 450,606 7,570 0.89% 0.89% 37 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 426,592 7,166 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 14, 2026
Quinn Opportunity Partners LLC History No change 323,860 5,440 0.25% 0.25% 39 0 0.0% Q2 2026 Aug 14, 2026
Pier Capital, LLC History No change 322,265 5,414 0.72% 0.72% 40 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 320,206 5,379 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 320,288 5,365 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 218,805 3,675 0.27% 0.27% 43 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 203,358 3,416 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
CastleKnight Management LP History No change 200,700 3,371 0.05% 0.05% 45 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 191,487 3,216 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
Penn Capital Management Company, LLC History No change 175,083 2,941 0.19% 0.19% 47 0 0.0% Q2 2026 Jul 30, 2026
SIRIOS CAPITAL MANAGEMENT L P History No change 172,976 2,905 0.35% 0.35% 48 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 166,400 2,795 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 166,411 2,762 0.01% 0.01% 50 0 0.0% Q2 2026 Jul 27, 2026
TD ASSET MANAGEMENT INC History No change 158,094 2,655 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 04, 2026
Swiss National Bank History No change 155,800 2,617 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 153,926 2,585 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 150,939 2,535 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 143,964 2,418 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 141,088 2,370 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 11, 2026
Allianz Asset Management GmbH History No change 140,000 2,352 0.0% 0.0% 57 0 0.0% Q2 2026 Sep 02, 2026
Holocene Advisors, LP History No change 136,328 2,290 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 130,100 2,185 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 126,064 2,118 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 110,698 1,859 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 104,565 1,756 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 102,250 1,717 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 24, 2026
MARSHALL WACE, LLP History No change 95,362 1,602 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
GABELLI FUNDS LLC History No change 91,197 1,532 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 90,290 1,516 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 88,977 1,494 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 07, 2026
Rock Springs Capital Management LP History No change 84,000 1,411 0.07% 0.07% 68 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 78,790 1,323 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 76,529 1,285 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 10, 2026
Tranquility Partners, LLC History No change 74,923 1,258 0.43% 0.43% 71 0 0.0% Q2 2026 Jul 23, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 72,569 1,219 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 72,056 1,210 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 27, 2026
Legal & General Group Plc History No change 71,702 1,204 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 65,430 1,099 0.11% 0.11% 75 0 0.0% Q2 2026 Jul 31, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 64,377 1,081 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 64,181 1,078 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 87,900 1,047 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 55,247 928 0.06% 0.06% 79 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 50,485 848 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 50,000 840 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 49,949 839 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 46,704 784 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
Marble Bar Asset Management LLP History No change 46,589 782 0.54% 0.54% 84 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 46,155 775 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 45,690 767 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 03, 2026
Crawford Fund Management, LLC History No change 43,000 722 0.11% 0.11% 87 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 41,244 692 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 06, 2026
Inspire Investing, LLC History No change 40,669 683 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 39,477 663 0.0% 0.0% 90 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 39,304 660 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 36,808 618 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 32,864 552 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 29,538 496 0.0% 0.0% 94 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Global Advisers, LLC History No change 29,570 496 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 27,960 469 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
One68 Global Capital, LLC History No change 27,000 453 0.96% 0.96% 97 0 0.0% Q2 2026 Aug 17, 2026
NATIXIS ADVISORS, LLC History No change 26,421 443 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 26,148 439 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 24,347 409 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 24,650 389 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 22,858 384 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
Counterpoint Mutual Funds LLC History No change 22,172 372 0.04% 0.04% 103 0 0.0% Q2 2026 Jul 20, 2026
Arizona State Retirement System History No change 21,426 359 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 21,287 357 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 20,000 336 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
SLT Holdings LLC History No change 20,000 336 0.21% 0.21% 107 0 0.0% Q2 2026 Jul 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 19,273 323 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 18,731 314 0.01% 0.01% 109 0 0.0% Q2 2026 Jul 28, 2026
Handelsbanken Fonder AB History No change 18,600 312 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 10, 2026
Squarepoint Ops LLC History No change 18,333 307 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 18,154 304 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Investments Australia, Ltd. History No change 17,368 291 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 17,155 288 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 10, 2026
MACKENZIE FINANCIAL CORP History No change 16,853 283 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 16,500 277 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 15,632 262 0.07% 0.07% 117 0 0.0% Q2 2026 Jul 20, 2026
State of Wyoming History No change 15,571 261 0.03% 0.03% 118 0 0.0% Q2 2026 Aug 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 15,390 258 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 12, 2026
Blackstone Inc. History No change 15,343 257 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 14,157 237 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 10, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 14,000 235 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Camelot Portfolios, LLC History No change 13,712 230 0.16% 0.16% 123 0 0.0% Q2 2026 Jul 17, 2026
SG Americas Securities, LLC History No change 13,585 228 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 07, 2026
Walleye Capital LLC History No change 13,629 228 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 03, 2026
PRUDENTIAL FINANCIAL INC History No change 13,275 223 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 12, 2026
Shay Capital LLC History No change 13,000 218 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 12,858 216 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
ARISTEIA CAPITAL, L.L.C. History No change 11,863 199 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 11,528 193 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 30, 2026
Olympiad Research LP History No change 10,912 183 0.38% 0.38% 131 0 0.0% Q2 2026 Jul 24, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 10,441 175 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History No change 10,466 175 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 11, 2026
Abel Hall, LLC History No change 10,315 173 0.03% 0.03% 134 0 0.0% Q2 2026 Jul 24, 2026
CANADA LIFE ASSURANCE Co History No change 10,023 168 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 8,795 147 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 8,540 143 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History No change 7,282 122 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 20, 2026
Ameritas Investment Partners, Inc. History No change 7,255 121 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Fulcrum Asset Management LLP History No change 7,340 121 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 18, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,083 119 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 10, 2026
FNY Investment Advisers, LLC History No change 6,500 109 0.04% 0.04% 142 0 0.0% Q2 2026 Jul 08, 2026
Covestor Ltd History No change 4,791 81 0.05% 0.05% 143 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 3,843 64 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 3,247 54 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 27, 2026
Tower Research Capital LLC (TRC) History No change 3,268 54 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History No change 3,122 52 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 10, 2026
KBC Group NV History No change 2,555 43 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 2,260 37 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 17, 2026
US BANCORP \DE\ History No change 1,716 28 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,688 28 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 1,557 26 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 1,347 22 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 05, 2026
Nykredit A/S History No change 1,170 19 0.0% 0.0% 154 0 0.0% Q2 2026 Sep 08, 2026
Allworth Financial LP History No change 789 13 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 11, 2026
BNP Paribas Asset Management Holding S.A. History No change 735 12 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 677 11 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History No change 616 10 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 22, 2026
Farther Finance Advisors, LLC History No change 528 8 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 422 7 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 317 5 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 10, 2026
Optiver Holding B.V. History No change 329 5 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 250 4 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 268 4 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 05, 2026
Continuum Advisory, LLC History No change 289 4 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History No change 248 4 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 07, 2026
Versant Capital Management, Inc History New 280 3 0.0% — 167 +280 New Q3 2026 Oct 01, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 175 2 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
Hickory Point Bank & Trust History No change 150 2 0.0% 0.0% 169 0 0.0% Q3 2026 Oct 01, 2026
Kilter Group LLC History No change 178 2 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 85 1 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 86 1 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 73 1 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 24, 2026
Bogart Wealth, LLC History No change 108 1 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 24, 2026
True Wealth Design, LLC History No change 66 1 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 16, 2026
Smartleaf Asset Management LLC History No change 80 1 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 22 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
MassMutual Private Wealth & Trust, FSB History No change 30 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Parkside Financial Bank & Trust History No change 45 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
FINANCIAL CONSULATE, INC History No change 30 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Stone House Investment Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 38 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Caitong International Asset Management Co., Ltd History No change 37 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Buck Wealth Strategies, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Arlington Trust Co LLC History No change 29 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Bare Financial Services, Inc History No change 38 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Godfrey Financial Associates, Inc. History No change 21 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026