SHENANDOAH TELECOMMUNICATIONS CO/VA/ - SHEN

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
BlackRock, Inc. History No change 7,089,344 106,907 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
GCM Grosvenor Holdings, LLC History No change 4,116,050 62,070 2.68% 2.68% 2 0 0.0% Q2 2026 Aug 14, 2026
ECP ControlCo, LLC History No change 3,457,105 52,133 1.12% 1.12% 3 0 0.0% Q2 2026 Aug 14, 2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ History No change 2,616,797 39,461 2.06% 2.06% 4 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 2,613,975 39,421 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 11, 2026
STATE STREET CORP History No change 2,149,556 32,415 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,058,869 31,047 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,435,478 21,647 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,298,399 19,583 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
COOPER INVESTORS PTY LTD History No change 930,143 14,026 6.44% 6.44% 10 0 0.0% Q2 2026 Jul 06, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 912,882 13,766 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 731,426 11,029 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 718,217 10,830 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
Broad Run Investment Management, LLC History No change 658,567 9,931 1.53% 1.53% 14 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 647,035 9,757 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 643,093 9,697 0.08% 0.08% 16 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 513,525 7,743 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 393,553 5,934 0.1% 0.1% 18 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 333,994 5,036 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 303,280 4,573 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
GAMCO INVESTORS, INC. ET AL History No change 270,000 4,071 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 267,990 4,041 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 263,553 3,974 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 256,018 3,860 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 222,010 3,347 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 04, 2026
Invesco Ltd. History No change 204,115 3,078 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 179,254 2,703 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 03, 2026
Nuveen, LLC History No change 175,255 2,642 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 11, 2026
GABELLI FUNDS LLC History No change 173,330 2,613 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 172,876 2,606 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
Whitebark Investors LP History No change 167,153 2,520 1.95% 1.95% 31 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 157,729 2,378 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 145,208 2,189 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 120,725 1,820 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 11, 2026
RWA WEALTH PARTNERS, LLC History No change 119,474 1,801 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 07, 2026
Legal & General Group Plc History No change 102,015 1,538 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 101,866 1,536 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 99,160 1,495 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 88,772 1,338 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 85,774 1,294 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 75,717 1,141 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 75,442 1,137 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 75,276 1,135 0.0% 0.0% 43 0 0.0% Q2 2026 Sep 02, 2026
AQR CAPITAL MANAGEMENT LLC History No change 73,134 1,102 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 69,616 1,049 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 69,275 1,044 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 63,911 998 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 65,936 994 0.0% 0.0% 48 0 0.0% Q2 2026 Jul 23, 2026
ALLIANCEBERNSTEIN L.P. History No change 61,086 941 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 62,085 936 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 57,800 871 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 13, 2026
NATURAL INVESTMENTS, LLC History No change 57,195 862 0.19% 0.19% 52 0 0.0% Q2 2026 Jul 31, 2026
Creative Planning History No change 56,811 856 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
Campbell & CO Investment Adviser LLC History No change 55,346 834 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 03, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 54,783 826 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 24, 2026
DEUTSCHE BANK AG\ History No change 53,588 808 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 07, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 52,869 797 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 07, 2026
FIRST TRUST ADVISORS LP History No change 50,048 754 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 11, 2026
Pathstone Holdings, LLC History No change 49,056 739 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 48,699 734 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 48,000 723 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 45,115 680 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 43,192 651 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 42,555 641 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 41,686 628 0.08% 0.08% 65 0 0.0% Q2 2026 Jul 20, 2026
CANADA LIFE ASSURANCE Co History No change 38,693 583 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 34,460 519 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 34,479 519 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA INVESTMENTS, LP History No change 33,922 511 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 33,388 503 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 33,243 501 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORS LLC History No change 31,806 479 0.15% 0.15% 72 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 30,763 464 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 30,152 455 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History No change 29,896 450 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 29,316 442 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Advisory, LLC History No change 28,146 424 0.04% 0.04% 77 0 0.0% Q2 2026 Jul 29, 2026
Russell Investments Group, Ltd. History No change 27,874 420 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 26,737 403 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 24,258 365 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Graves Light Lenhart Wealth, Inc. History No change 24,140 364 0.03% 0.03% 81 0 0.0% Q2 2026 Jul 07, 2026
Illinois Municipal Retirement Fund History No change 23,907 360 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 12, 2026
Numerai GP LLC History No change 23,650 356 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisory Services, LLC History No change 23,500 354 0.02% 0.02% 84 0 0.0% Q2 2026 Jul 23, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 23,415 353 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 23,209 349 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 22,617 341 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
CDC Financial, Inc. History No change 22,300 336 0.14% 0.14% 88 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 21,558 325 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 20,897 315 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 20,215 304 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
Louisiana State Employees Retirement System History No change 20,100 303 0.0% 0.0% 92 0 0.0% Q2 2026 Jul 21, 2026
Kestra Advisory Services, LLC History No change 19,933 300 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 28, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 19,485 293 0.03% 0.03% 94 0 0.0% Q2 2026 Jul 31, 2026
GSA CAPITAL PARTNERS LLP History No change 16,971 256 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 06, 2026
State of Alaska, Department of Revenue History No change 16,799 253 0.0% 0.0% 96 0 0.0% Q2 2026 Jul 20, 2026
Vanguard Global Advisers, LLC History No change 16,703 251 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,310 245 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 29, 2026
Jain Global LLC History No change 14,900 224 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 14,728 222 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,045 211 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 23, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 13,870 209 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 13,634 205 0.0% 0.0% 103 0 0.0% Q2 2026 Sep 09, 2026
Wealthcare Advisory Partners LLC History No change 13,304 200 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 09, 2026
Inscription Capital, LLC History No change 12,788 192 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History No change 12,457 188 0.0% 0.0% 106 0 0.0% Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 12,280 185 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 16, 2026
Arizona State Retirement System History No change 12,207 184 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 07, 2026
INCEPTIONR LLC History No change 11,787 177 0.04% 0.04% 109 0 0.0% Q2 2026 Aug 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 11,596 175 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History No change 11,454 172 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 11,265 169 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 11,037 166 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 10,889 164 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 17, 2026
AE Wealth Management LLC History No change 10,560 159 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 03, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 10,410 156 0.0% 0.0% 116 0 0.0% Q2 2026 Jul 28, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 10,203 153 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 10,041 151 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 05, 2026
Brevan Howard Capital Management LP History No change 10,040 151 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 10,000 150 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 10,000 150 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 9,756 147 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 8,993 135 0.01% 0.01% 123 0 0.0% Q2 2026 Jul 07, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,730 132 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 8,687 131 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 8,324 125 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 6,794 102 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 4,902 73 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 11, 2026
Caitlin John, LLC History No change 4,550 68 0.04% 0.04% 129 0 0.0% Q2 2026 Aug 17, 2026
Ameritas Investment Partners, Inc. History No change 4,210 63 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 3,332 50 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 3,675 41 0.0% 0.0% 133 +1,535 71.73% Q3 2026 Oct 01, 2026
Arax Advisory Partners History No change 2,740 41 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 2,582 38 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 2,500 37 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,598 24 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,474 22 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,282 19 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 1,276 19 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 17, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,057 15 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 1,016 15 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 953 14 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Union Bankshares Corp History No change 715 10 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 11, 2026
Nykredit A/S History No change 704 10 0.0% 0.0% 144 0 0.0% Q2 2026 Sep 08, 2026
Salomon & Ludwin, LLC History No change 623 9 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History No change 544 8 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 544 8 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 436 6 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 368 5 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 300 4 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History No change 286 4 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 22, 2026
FEDERATED HERMES, INC. History No change 254 3 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
Axiom Investment Management LLC History No change 230 3 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 30, 2026
Allworth Financial LP History No change 253 3 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 11, 2026
Optiver Holding B.V. History No change 252 3 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 12, 2026
Hughes Financial Services, LLC History No change 180 2 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 20, 2026
US BANCORP \DE\ History No change 111 1 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 61 1 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 72 1 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 125 1 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 105 1 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 91 1 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 111 1 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 55 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 27 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Plante Moran Financial Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History No change 54 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
JFS WEALTH ADVISORS, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
IFP Advisors, Inc History No change 10 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Larson Financial Group LLC History No change 62 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 43 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Davis Capital Management History No change 2 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Planning Group LLC History No change 34 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Advisory Services, LLC History No change 41 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Evolution Advisers, Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Covestor Ltd History No change 17 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Caitong International Asset Management Co., Ltd History No change 16 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
True Wealth Design, LLC History No change 28 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Ankerstar Wealth, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Essential Partners LLC History No change 57 0 — — — 0 0.0% Q2 2026 Aug 10, 2026