SHINHAN FINANCIAL GROUP CO LTD - SHG
Detailed investor-level table based on 13F positions.
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.
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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 | Added to | 3,433,734 | 217,183 | 0.0% | 0.0% | 1 | +983,371 | 40.13% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 2,196,702 | 138,941 | 0.01% | 0.01% | 2 | +321,484 | 17.14% | Q2 2026 | Aug 13, 2026 |
| W1M Asset Management Ltd | History | Added to | 1,965,980 | 124,308 | 1.14% | 1.22% | 3 | +142,869 | 7.84% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 1,690,596 | 106,930 | 0.16% | 0.17% | 4 | +25,607 | 1.54% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,683,109 | 106,456 | 0.05% | 0.05% | 5 | +146,665 | 9.55% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,388,260 | 87,807 | 0.02% | 0.02% | 6 | -35,203 | -2.47% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,234,297 | 78,069 | 0.01% | 0.01% | 7 | -120,137 | -8.87% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 681,122 | 43,080 | 0.0% | 0.0% | 8 | +163,472 | 31.58% | Q2 2026 | Aug 14, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 669,474 | 42,344 | 0.12% | 0.14% | 9 | -21,177 | -3.07% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 471,068 | 29,795 | 0.02% | 0.01% | 10 | +169,627 | 56.27% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 446,379 | 28,233 | 0.0% | 0.0% | 11 | +41,894 | 10.36% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 416,805 | 26,362 | 0.01% | 0.02% | 12 | -73,353 | -14.97% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 375,387 | 23,743 | 0.03% | 0.02% | 13 | +202,137 | 116.67% | Q2 2026 | Aug 13, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 334,855 | 21,179 | 0.11% | 0.09% | 14 | +58,536 | 21.18% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 306,082 | 19,359 | 0.0% | 0.0% | 15 | +2,417 | 0.8% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 284,383 | 17,987 | 0.03% | 0.02% | 16 | +151,547 | 114.09% | Q2 2026 | Aug 12, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 277,732 | 17,566 | 1.83% | 1.83% | 17 | +35,865 | 14.83% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 278,487 | 17,511 | 0.0% | 0.0% | 18 | +84,075 | 43.25% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 217,214 | 13,738 | 0.06% | 0.06% | 19 | +13,544 | 6.65% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 215,080 | 13,603 | 0.0% | 0.0% | 20 | +4,872 | 2.32% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 207,135 | 13,101 | 0.0% | 0.0% | 21 | -24,428 | -10.55% | Q2 2026 | Aug 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 204,877 | 12,958 | 0.0% | 0.0% | 22 | +87,884 | 75.12% | Q2 2026 | Aug 14, 2026 |
| Promethos Capital, LLC | History | Reduced | 200,806 | 12,700 | 3.45% | 3.32% | 23 | -400 | -0.2% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 192,849 | 12,193 | 0.01% | 0.01% | 24 | +22,299 | 13.07% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 156,865 | 9,921 | 0.08% | 0.06% | 25 | +52,270 | 49.97% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 148,339 | 9,382 | 0.0% | 0.0% | 26 | +4,778 | 3.33% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 147,338 | 9,319 | 0.01% | 0.01% | 27 | -56,543 | -27.73% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | Added to | 133,800 | 8,422 | 0.0% | 0.0% | 28 | +33,192 | 32.99% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 131,939 | 8,345 | 0.0% | 0.0% | 29 | +8,147 | 6.58% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 125,509 | 7,938 | 0.03% | 0.04% | 30 | -35,897 | -22.24% | Q2 2026 | Aug 14, 2026 |
| Sanders Capital, LLC | History | Reduced | 119,936 | 7,585 | 0.01% | 0.01% | 31 | -33,690 | -21.93% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 114,573 | 7,247 | 0.01% | 0.01% | 32 | -36,660 | -24.24% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 112,536 | 7,117 | 0.01% | 0.0% | 33 | +78,815 | 233.73% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 109,653 | 6,935 | 0.0% | 0.0% | 34 | +39,202 | 55.64% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 109,575 | 6,930 | 0.07% | 0.07% | 35 | +6,916 | 6.74% | Q2 2026 | Aug 10, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 107,525 | 6,800 | 0.01% | 0.01% | 36 | -901 | -0.83% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 91,231 | 5,770 | 0.11% | 0.11% | 37 | +8,505 | 10.28% | Q2 2026 | Aug 14, 2026 |
| Virtus Family Office LLC | History | Added to | 87,921 | 5,561 | 4.4% | 4.64% | 38 | +136 | 0.15% | Q2 2026 | Aug 03, 2026 |
| Vident Advisory, LLC | History | Reduced | 87,177 | 5,513 | 0.04% | 0.05% | 39 | -7,933 | -8.34% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 86,477 | 5,469 | 0.08% | 0.09% | 40 | +5,459 | 6.74% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | Reduced | 85,773 | 5,425 | 0.1% | 0.13% | 41 | -15,577 | -15.37% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 84,761 | 5,361 | 0.15% | 0.13% | 42 | +13,643 | 19.18% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | New | 84,207 | 5,326 | 0.02% | — | 43 | +84,207 | New | Q2 2026 | Sep 08, 2026 |
| US BANCORP \DE\ | History | Added to | 83,504 | 5,281 | 0.01% | 0.0% | 44 | +25,865 | 44.87% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 81,144 | 5,118 | 0.0% | 0.0% | 45 | +25,080 | 44.73% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 80,859 | 5,114 | 0.0% | 0.0% | 46 | -9,132 | -10.15% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 80,016 | 5,061 | 0.0% | 0.01% | 47 | -156,910 | -66.23% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 77,569 | 4,906 | 0.0% | 0.0% | 48 | +3,433 | 4.63% | Q2 2026 | Aug 03, 2026 |
| Arbiter Partners Capital Management LLC | History | New | 67,169 | 4,248 | 2.24% | — | 49 | +67,169 | New | Q2 2026 | Aug 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 60,907 | 3,852 | 0.02% | 0.01% | 50 | +15,549 | 34.28% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | Added to | 59,498 | 3,763 | 0.05% | 0.02% | 51 | +41,316 | 227.24% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 58,871 | 3,723 | 0.03% | 0.03% | 52 | +10,323 | 21.26% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 58,598 | 3,706 | 0.0% | 0.0% | 53 | +9,245 | 18.73% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 57,850 | 3,658 | 0.0% | 0.0% | 54 | +11,821 | 25.68% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 56,664 | 3,583 | 0.03% | 0.04% | 55 | -13,123 | -18.8% | Q2 2026 | Aug 11, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 54,299 | 3,434 | 0.02% | 0.02% | 56 | +707 | 1.32% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 54,254 | 3,431 | 0.0% | 0.0% | 57 | +4,561 | 9.18% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 52,743 | 3,336 | 0.0% | 0.0% | 58 | -15,177 | -22.35% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 51,811 | 3,277 | 0.0% | 0.0% | 59 | +17,525 | 51.11% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 51,260 | 3,242 | 0.0% | 0.0% | 60 | +32,716 | 176.42% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 49,513 | 3,131 | 0.0% | 0.0% | 61 | +3,471 | 7.54% | Q2 2026 | Aug 07, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 48,576 | 3,072 | 0.02% | 0.02% | 62 | -7,700 | -13.68% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | Added to | 47,361 | 2,995 | 0.04% | 0.04% | 63 | +10,611 | 28.87% | Q2 2026 | Jul 29, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 46,041 | 2,912 | 0.16% | 0.12% | 64 | +16,556 | 56.15% | Q2 2026 | Jul 27, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 45,266 | 2,863 | 0.01% | 0.0% | 65 | +19,061 | 72.74% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 45,158 | 2,855 | 0.0% | 0.0% | 66 | -2,439 | -5.12% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 44,560 | 2,818 | 0.01% | 0.01% | 67 | +6,558 | 17.26% | Q2 2026 | Jul 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 42,712 | 2,701 | 0.03% | 0.03% | 68 | +8,975 | 26.6% | Q2 2026 | Jul 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 42,610 | 2,695 | 0.0% | 0.0% | 69 | +20,722 | 94.67% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | Added to | 38,537 | 2,437 | 0.0% | 0.0% | 70 | +12,212 | 46.39% | Q2 2026 | Aug 27, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 37,976 | 2,401 | 0.03% | 0.03% | 71 | +10,293 | 37.18% | Q2 2026 | Jul 16, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 37,523 | 2,373 | 0.01% | 0.02% | 72 | -24,929 | -39.92% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 37,118 | 2,347 | 0.03% | 0.03% | 74 | +9,383 | 33.83% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 37,114 | 2,347 | 0.0% | 0.0% | 73 | +3,557 | 10.6% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 36,578 | 2,313 | 0.0% | 0.0% | 75 | +7,205 | 24.53% | Q2 2026 | Aug 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 35,898 | 2,257 | 0.0% | 0.0% | 76 | -14,123 | -28.23% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 35,020 | 2,215 | 0.03% | 0.03% | 77 | +5,959 | 20.51% | Q2 2026 | Jul 23, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 34,677 | 2,193 | 0.0% | 0.0% | 78 | -32,254 | -48.19% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 31,627 | 2,000 | 0.02% | 0.02% | 79 | -2,196 | -6.49% | Q2 2026 | Aug 14, 2026 |
| DGS Capital Management, LLC | History | No change | 32,293 | 1,980 | 0.32% | 0.32% | 80 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 30,572 | 1,933 | 0.04% | 0.04% | 81 | +4,832 | 18.77% | Q2 2026 | Aug 11, 2026 |
| EFG International AG | History | Reduced | 28,873 | 1,826 | 0.03% | 0.04% | 82 | -760 | -2.56% | Q2 2026 | Aug 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 28,200 | 1,783 | 0.5% | — | 83 | +28,200 | New | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,917 | 1,702 | 0.0% | 0.0% | 84 | +9,337 | 53.11% | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | Added to | 26,632 | 1,684 | 0.3% | 0.33% | 85 | +492 | 1.88% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 26,608 | 1,682 | 0.02% | 0.02% | 86 | +6,530 | 32.52% | Q2 2026 | Aug 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 25,601 | 1,619 | 0.01% | 0.01% | 87 | +3,544 | 16.07% | Q2 2026 | Jul 14, 2026 |
| BARCLAYS PLC | History | New | 25,325 | 1,601 | 0.0% | — | 88 | +25,325 | New | Q2 2026 | Aug 14, 2026 |
| Capital Research Global Investors | History | Reduced | 24,847 | 1,562 | 0.0% | 0.0% | 89 | -3,935 | -13.67% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | New | 23,889 | 1,510 | 0.0% | — | 90 | +23,889 | New | Q2 2026 | Aug 11, 2026 |
| Graham Capital Management, L.P. | History | Added to | 22,855 | 1,445 | 0.03% | 0.03% | 91 | +5,110 | 28.8% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 22,605 | 1,429 | 0.03% | 0.03% | 92 | -233 | -1.02% | Q2 2026 | Aug 11, 2026 |
| Aberdeen Group plc | History | Added to | 22,054 | 1,394 | 0.0% | 0.0% | 93 | +5,911 | 36.62% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 21,423 | 1,355 | 0.0% | 0.0% | 94 | +12,623 | 143.44% | Q2 2026 | Aug 19, 2026 |
| HRT FINANCIAL LP | History | New | 20,833 | 1,317 | 0.0% | — | 95 | +20,833 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,365 | 1,288 | 0.0% | 0.0% | 96 | +8,564 | 72.57% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | Reduced | 20,103 | 1,271 | 0.0% | 0.0% | 97 | -4,498 | -18.28% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 19,611 | 1,240 | 0.02% | 0.02% | 98 | +3,030 | 18.27% | Q2 2026 | Aug 05, 2026 |
| PDS Planning, Inc | History | Added to | 19,494 | 1,232 | 0.07% | 0.06% | 99 | +3,419 | 21.27% | Q2 2026 | Aug 05, 2026 |
| STATE STREET CORP | History | Reduced | 19,463 | 1,231 | 0.0% | 0.0% | 100 | -14,357 | -42.45% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 19,361 | 1,224 | 0.0% | 0.0% | 101 | +10,840 | 127.22% | Q2 2026 | Aug 12, 2026 |
| Brooklyn Investment Group | History | No change | 18,886 | 1,158 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 18,281 | 1,156 | 0.06% | 0.06% | 103 | +224 | 1.24% | Q2 2026 | Jul 24, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Added to | 18,068 | 1,138 | 0.01% | 0.01% | 104 | +10,304 | 132.72% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 17,756 | 1,123 | 0.03% | 0.03% | 105 | +936 | 5.56% | Q2 2026 | Aug 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 17,602 | 1,113 | 0.24% | 0.28% | 106 | -1,106 | -5.91% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 16,302 | 1,031 | 0.0% | 0.0% | 107 | -17,610 | -51.93% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 16,111 | 1,019 | 0.01% | 0.02% | 108 | -6,395 | -28.41% | Q2 2026 | Jul 21, 2026 |
| GREENLEAF TRUST | History | Added to | 16,080 | 1,017 | 0.01% | 0.01% | 109 | +1,081 | 7.21% | Q2 2026 | Jul 21, 2026 |
| Plan A Wealth LLC | History | Added to | 15,305 | 968 | 0.41% | 0.44% | 110 | +306 | 2.04% | Q2 2026 | Jul 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 15,101 | 955 | 0.05% | 0.04% | 111 | +4,442 | 41.67% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,016 | 949 | 0.0% | 0.0% | 112 | +519 | 3.58% | Q2 2026 | Aug 13, 2026 |
| Investment Research Partners LLC | History | Added to | 14,910 | 943 | 0.32% | 0.36% | 113 | +439 | 3.03% | Q2 2026 | Aug 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,455 | 914 | 0.01% | 0.0% | 114 | +3,725 | 34.72% | Q2 2026 | Aug 14, 2026 |
| Dalton Investments, Inc. | History | Added to | 14,300 | 904 | 0.81% | 0.81% | 115 | +600 | 4.38% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,283 | 903 | 0.0% | 0.0% | 116 | +6,771 | 90.14% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 14,274 | 902 | 0.03% | 0.03% | 117 | +4,123 | 40.62% | Q2 2026 | Jul 20, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 14,002 | 885 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,944 | 881 | 0.0% | 0.0% | 119 | +595 | 4.46% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 12,294 | 875 | 0.05% | 0.04% | 120 | +1,920 | 18.51% | Q2 2026 | Aug 05, 2026 |
| STRS OHIO | History | Reduced | 13,460 | 851 | 0.0% | 0.0% | 121 | -589 | -4.19% | Q2 2026 | Jul 30, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 13,201 | 834 | 0.01% | 0.0% | 122 | +4,916 | 59.34% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | Added to | 13,247 | 825 | 0.0% | 0.0% | 123 | +5,915 | 80.67% | Q2 2026 | Aug 10, 2026 |
| West Family Investments, Inc. | History | Added to | 12,364 | 782 | 0.23% | 0.18% | 124 | +3,849 | 45.2% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 12,040 | 761 | 0.01% | — | 125 | +12,040 | New | Q2 2026 | Aug 06, 2026 |
| Caprock Group, LLC | History | Added to | 11,998 | 758 | 0.01% | 0.01% | 126 | +3,000 | 33.34% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,981 | 757 | 0.0% | 0.0% | 127 | -65 | -0.54% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 11,814 | 747 | 0.01% | 0.01% | 128 | +4,350 | 58.28% | Q2 2026 | Aug 12, 2026 |
| Fullerton Fund Management Co Ltd. | History | No change | 11,784 | 745 | 0.05% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | New | 11,575 | 732 | 0.0% | — | 130 | +11,575 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,489 | 726 | 0.0% | 0.0% | 131 | +1,206 | 11.73% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 11,409 | 721 | 0.01% | 0.01% | 132 | -1,472 | -11.43% | Q2 2026 | Jul 28, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 11,260 | 712 | 0.16% | — | 133 | +11,260 | New | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 11,148 | 705 | 0.0% | 0.0% | 135 | +4,198 | 60.4% | Q2 2026 | Aug 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 11,162 | 705 | 0.01% | 0.01% | 134 | +208 | 1.9% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 10,893 | 688 | 0.0% | 0.0% | 136 | +679 | 6.65% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,672 | 675 | 0.0% | 0.0% | 137 | +1,935 | 22.15% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,482 | 662 | 0.0% | 0.0% | 138 | +1,124 | 12.01% | Q2 2026 | Jul 28, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 10,427 | 659 | 0.02% | 0.03% | 139 | -5,414 | -34.18% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 10,280 | 650 | 0.02% | 0.02% | 140 | +491 | 5.02% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,965 | 630 | 0.0% | 0.0% | 141 | +1,242 | 14.24% | Q2 2026 | Sep 08, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 9,800 | 620 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 9,611 | 607 | 0.0% | 0.0% | 143 | +1,647 | 20.68% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 9,563 | 604 | 0.01% | 0.01% | 144 | +2,251 | 30.79% | Q2 2026 | Jul 14, 2026 |
| XPONANCE LLC | History | Added to | 9,429 | 596 | 0.0% | 0.0% | 145 | +2,445 | 35.01% | Q2 2026 | Aug 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 9,068 | 573 | 0.06% | 0.05% | 146 | +1,316 | 16.98% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 9,040 | 571 | 0.0% | 0.0% | 147 | +2,894 | 47.09% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,989 | 568 | 0.0% | 0.0% | 148 | +2,287 | 34.12% | Q2 2026 | Aug 07, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 8,920 | 564 | 0.07% | 0.05% | 149 | +4,656 | 109.19% | Q2 2026 | Jul 23, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 8,755 | 553 | 0.06% | 0.11% | 150 | -11,372 | -56.5% | Q2 2026 | Jul 22, 2026 |
| GAMMA Investing LLC | History | Added to | 8,698 | 550 | 0.02% | 0.01% | 151 | +3,808 | 77.87% | Q2 2026 | Jul 07, 2026 |
| SYON CAPITAL LLC | History | Added to | 8,679 | 548 | 0.02% | 0.01% | 152 | +4,011 | 85.93% | Q2 2026 | Aug 14, 2026 |
| JMN Financial LLC | History | Added to | 8,500 | 537 | 0.42% | 0.45% | 153 | +1,176 | 16.06% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 8,410 | 531 | 0.0% | 0.0% | 154 | +5,145 | 157.58% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,173 | 516 | 0.0% | 0.0% | 155 | -3,965 | -32.67% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,753 | 490 | 0.0% | 0.0% | 156 | +82 | 1.07% | Q2 2026 | Aug 13, 2026 |
| LGT Group Foundation | History | New | 7,730 | 488 | 0.01% | — | 157 | +7,730 | New | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,542 | 477 | 0.01% | 0.01% | 158 | +712 | 10.42% | Q2 2026 | Jul 23, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 7,454 | 471 | 0.01% | 0.0% | 159 | +2,967 | 66.12% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | Reduced | 7,443 | 469 | 0.0% | 0.0% | 160 | -27 | -0.36% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 7,374 | 466 | 0.0% | 0.0% | 161 | +3,359 | 83.66% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 7,359 | 465 | 0.01% | 0.01% | 162 | +524 | 7.67% | Q2 2026 | Aug 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 7,144 | 451 | 0.02% | 0.02% | 164 | +1,634 | 29.66% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 7,140 | 451 | 0.0% | 0.0% | 163 | +1,472 | 25.97% | Q2 2026 | Aug 10, 2026 |
| Engineers Gate Manager LP | History | Reduced | 7,050 | 445 | 0.01% | 0.01% | 165 | -5,390 | -43.33% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 7,010 | 443 | 0.0% | 0.0% | 166 | +2,347 | 50.33% | Q2 2026 | Aug 12, 2026 |
| Plato Investment Management Ltd | History | New | 7,028 | 441 | 0.03% | — | 167 | +7,028 | New | Q2 2026 | Aug 06, 2026 |
| Ariadne Wealth Management, LP | History | No change | 6,752 | 427 | 0.19% | 0.19% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 6,706 | 424 | 0.02% | 0.02% | 169 | +2,634 | 64.69% | Q2 2026 | Jul 29, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 6,594 | 417 | 0.0% | 0.19% | 170 | -246,982 | -97.4% | Q2 2026 | Aug 13, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 6,362 | 402 | 0.08% | 0.09% | 171 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 6,290 | 397 | 0.01% | 0.01% | 172 | +491 | 8.47% | Q2 2026 | Jul 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 6,263 | 396 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 6,207 | 392 | 0.0% | 0.0% | 174 | -33 | -0.53% | Q2 2026 | Aug 13, 2026 |
| First Affirmative Financial Network | History | No change | 6,355 | 389 | 0.15% | 0.15% | 175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Added to | 6,128 | 387 | 0.01% | 0.01% | 176 | +1,226 | 25.01% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,307 | 380 | 0.0% | 0.0% | 177 | +111 | 1.79% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 5,683 | 379 | 0.0% | 0.0% | 178 | +1,217 | 27.25% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 5,925 | 374 | 0.01% | — | 179 | +5,925 | New | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,875 | 371 | 0.0% | 0.0% | 180 | +2,154 | 57.89% | Q2 2026 | Jul 28, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 5,866 | 371 | 0.07% | 0.07% | 181 | +35 | 0.6% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,755 | 364 | 0.0% | 0.0% | 182 | +11 | 0.19% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,721 | 361 | 0.0% | 0.0% | 183 | +1,131 | 24.64% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,677 | 359 | 0.0% | — | 184 | +5,677 | New | Q2 2026 | Aug 11, 2026 |
| MW ADVISORY, LLC | History | New | 5,622 | 355 | 0.14% | — | 185 | +5,622 | New | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,566 | 352 | 0.01% | 0.02% | 186 | -4,851 | -46.57% | Q2 2026 | Jul 24, 2026 |
| Canopy Partners, LLC | History | Added to | 5,483 | 346 | 0.1% | 0.1% | 188 | +534 | 10.79% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,484 | 346 | 0.01% | 0.01% | 187 | -94 | -1.69% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,344 | 337 | 0.0% | 0.0% | 189 | +465 | 9.53% | Q2 2026 | Jul 17, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 5,298 | 335 | 0.01% | 0.01% | 190 | -202 | -3.67% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 5,144 | 325 | 0.03% | 0.02% | 191 | +1,511 | 41.59% | Q2 2026 | Aug 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 4,833 | 305 | 0.05% | 0.06% | 192 | +213 | 4.61% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,811 | 304 | 0.0% | 0.0% | 193 | -22,555 | -82.42% | Q2 2026 | Sep 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,159 | 304 | 0.0% | 0.0% | 194 | -3,665 | -46.84% | Q2 2026 | Jul 15, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 4,822 | 304 | 0.04% | 0.04% | 195 | +219 | 4.76% | Q2 2026 | Jul 28, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 4,792 | 303 | 0.02% | 0.02% | 196 | -84 | -1.72% | Q2 2026 | Jul 21, 2026 |
| M&T BANK CORP | History | Reduced | 4,637 | 293 | 0.0% | 0.0% | 197 | -526 | -10.19% | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 4,613 | 291 | 0.0% | 0.01% | 198 | -200 | -4.16% | Q2 2026 | Aug 07, 2026 |
| Abundance Wealth Counselors | History | New | 4,538 | 287 | 0.02% | — | 199 | +4,538 | New | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,489 | 284 | 0.0% | 0.0% | 200 | -254 | -5.36% | Q2 2026 | Jul 20, 2026 |
| 55 North Private Wealth, LLC | History | New | 4,482 | 283 | 0.06% | — | 201 | +4,482 | New | Q2 2026 | Jul 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 4,408 | 278 | 0.0% | 0.0% | 202 | -268 | -5.73% | Q2 2026 | Aug 13, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 4,346 | 274 | 0.02% | — | 204 | +4,346 | New | Q2 2026 | Jul 20, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 4,336 | 274 | 0.07% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | New | 4,298 | 271 | 0.0% | — | 205 | +4,298 | New | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,141 | 261 | 0.0% | 0.0% | 206 | -341 | -7.61% | Q2 2026 | Jul 20, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 4,118 | 260 | 0.04% | 0.05% | 207 | +102 | 2.54% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 3,965 | 250 | 0.0% | 0.0% | 208 | +62 | 1.59% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | Added to | 3,836 | 242 | 0.0% | 0.0% | 210 | +1,822 | 90.47% | Q2 2026 | Aug 10, 2026 |
| BSW Wealth Partners | History | Added to | 3,841 | 242 | 0.03% | 0.03% | 209 | +425 | 12.44% | Q2 2026 | Jul 15, 2026 |
| OneAscent Family Office, LLC | History | New | 3,734 | 236 | 0.12% | — | 212 | +3,734 | New | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,744 | 236 | 0.0% | 0.0% | 211 | +383 | 11.4% | Q2 2026 | Aug 06, 2026 |
| Ascent Group, LLC | History | New | 3,662 | 231 | 0.01% | — | 214 | +3,662 | New | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | New | 3,661 | 231 | 0.0% | — | 213 | +3,661 | New | Q2 2026 | Jul 31, 2026 |
| CWM, LLC | History | No change | 3,764 | 230 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Resonant Capital Advisors, LLC | History | New | 3,630 | 229 | 0.01% | — | 217 | +3,630 | New | Q2 2026 | Jul 24, 2026 |
| Optas, LLC | History | New | 3,625 | 229 | 0.03% | — | 216 | +3,625 | New | Q2 2026 | Jul 21, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | New | 3,588 | 226 | 0.09% | — | 218 | +3,588 | New | Q2 2026 | Aug 04, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 3,477 | 219 | 0.05% | 0.44% | 219 | -25,470 | -87.99% | Q2 2026 | Jul 31, 2026 |
| Squarepoint Ops LLC | History | New | 3,457 | 218 | 0.0% | — | 220 | +3,457 | New | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | New | 3,365 | 212 | 0.0% | — | 221 | +3,365 | New | Q2 2026 | Jul 08, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 3,316 | 209 | 0.01% | — | 222 | +3,316 | New | Q2 2026 | Jul 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 3,275 | 207 | 0.02% | — | 223 | +3,275 | New | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Added to | 3,631 | 204 | 0.0% | 0.0% | 224 | +2,846 | 362.55% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 3,204 | 202 | 0.0% | — | 225 | +3,204 | New | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | New | 3,200 | 202 | 0.01% | — | 226 | +3,200 | New | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 3,091 | 195 | 0.0% | 0.0% | 227 | +2,683 | 657.6% | Q2 2026 | Aug 17, 2026 |
| Allworth Financial LP | History | Added to | 3,049 | 192 | 0.0% | 0.0% | 228 | +501 | 19.66% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 2,639 | 166 | 0.0% | 0.0% | 229 | -1,243 | -32.02% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,238 | 141 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,125 | 134 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | New | 2,002 | 126 | 0.0% | — | 232 | +2,002 | New | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,925 | 121 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | Added to | 1,901 | 120 | 0.04% | 0.04% | 234 | +266 | 16.27% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,838 | 116 | 0.0% | 0.0% | 235 | +967 | 111.02% | Q2 2026 | Aug 04, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,807 | 114 | 0.0% | 0.0% | 236 | +1,541 | 579.32% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,655 | 103 | 0.0% | 0.0% | 237 | -15 | -0.9% | Q2 2026 | Jul 27, 2026 |
| Inspire Investing, LLC | History | Reduced | 1,532 | 96 | 0.0% | 0.01% | 238 | -80 | -4.96% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,263 | 79 | 0.0% | 0.0% | 239 | +432 | 51.99% | Q2 2026 | Aug 10, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,219 | 77 | 0.0% | 0.01% | 240 | -1,476 | -54.77% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,023 | 64 | 0.0% | 0.0% | 241 | +2 | 0.2% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 886 | 56 | 0.01% | 0.01% | 242 | +139 | 18.61% | Q2 2026 | Aug 06, 2026 |
| HM PAYSON & CO | History | Added to | 882 | 55 | 0.0% | 0.0% | 243 | +442 | 100.45% | Q2 2026 | Jul 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 866 | 54 | 0.0% | 0.0% | 244 | +145 | 20.11% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,728 | 46 | 0.0% | 0.0% | 245 | -15 | -0.14% | Q2 2026 | Aug 18, 2026 |
| Larson Financial Group LLC | History | Added to | 583 | 36 | 0.0% | 0.0% | 246 | +250 | 75.08% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 563 | 35 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 492 | 31 | 0.0% | 0.0% | 248 | +9 | 1.86% | Q2 2026 | Jul 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 481 | 30 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard National Trust Co | History | Added to | 441 | 27 | 0.0% | 0.0% | 250 | +221 | 100.45% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 410 | 25 | 0.0% | — | 251 | +410 | New | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 368 | 23 | 0.01% | — | 252 | +368 | New | Q2 2026 | Jul 07, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 360 | 22 | 0.0% | 0.0% | 253 | +12 | 3.45% | Q2 2026 | Jul 27, 2026 |
| Crewe Advisors LLC | History | No change | 335 | 21 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 330 | 20 | 0.0% | 0.0% | 255 | +111 | 50.68% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 304 | 19 | 0.02% | 0.01% | 256 | +155 | 104.03% | Q2 2026 | Aug 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 282 | 17 | 0.0% | 0.0% | 258 | +171 | 154.05% | Q2 2026 | Jul 20, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 277 | 17 | 0.0% | 0.0% | 257 | +161 | 138.79% | Q2 2026 | Jul 27, 2026 |
| Park Place Capital Corp | History | No change | 264 | 16 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 251 | 15 | 0.01% | — | 263 | +251 | New | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 248 | 15 | 0.0% | — | 262 | +248 | New | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 249 | 15 | 0.0% | 0.0% | 260 | +107 | 75.35% | Q2 2026 | Sep 04, 2026 |
| LRI Investments, LLC | History | Added to | 247 | 15 | 0.0% | 0.0% | 261 | +28 | 12.79% | Q2 2026 | Jul 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 226 | 14 | 0.0% | 0.0% | 264 | +46 | 25.56% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 230 | 14 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 212 | 13 | 0.0% | — | 268 | +212 | New | Q2 2026 | Jul 28, 2026 |
| True Wealth Design, LLC | History | Added to | 220 | 13 | 0.0% | 0.0% | 266 | +111 | 101.83% | Q2 2026 | Jul 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 218 | 13 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 191 | 12 | 0.0% | 0.0% | 269 | -21 | -9.91% | Q2 2026 | Jul 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 202 | 12 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| North Star Investment Management Corp. | History | Added to | 188 | 11 | 0.0% | 0.0% | 271 | +60 | 46.88% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | Added to | 147 | 9 | 0.0% | 0.0% | 273 | +22 | 17.6% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 149 | 9 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 157 | 9 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 152 | 9 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 141 | 8 | 0.0% | 0.0% | 276 | +63 | 80.77% | Q2 2026 | Aug 12, 2026 |
| PROFFITT & GOODSON INC | History | No change | 129 | 8 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | Added to | 123 | 7 | 0.0% | 0.0% | 279 | +77 | 167.39% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 116 | 7 | 0.0% | 0.0% | 278 | +57 | 96.61% | Q2 2026 | Jul 02, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 84 | 5 | 0.0% | — | 281 | +84 | New | Q2 2026 | Aug 13, 2026 |
| Gleason Group, Inc. | History | New | 84 | 5 | 0.0% | — | 282 | +84 | New | Q2 2026 | Jul 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 74 | 4 | 0.0% | 0.0% | 283 | +25 | 51.02% | Q2 2026 | Aug 10, 2026 |
| Kozak & Associates, Inc. | History | No change | 69 | 4 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Continuum Advisory, LLC | History | New | 59 | 3 | 0.0% | — | 292 | +59 | New | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 53 | 3 | 0.0% | — | 289 | +53 | New | Q2 2026 | Aug 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 53 | 3 | 0.0% | — | 290 | +53 | New | Q2 2026 | Aug 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 50 | 3 | 0.0% | — | 291 | +50 | New | Q2 2026 | Aug 06, 2026 |
| Kilter Group LLC | History | Added to | 57 | 3 | 0.0% | — | 288 | +46 | 418.18% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 60 | 3 | 0.0% | 0.0% | 286 | +24 | 66.67% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | Reduced | 54 | 3 | 0.0% | 0.0% | 287 | -4 | -6.9% | Q2 2026 | Aug 04, 2026 |
| MATHER GROUP, LLC. | History | No change | 55 | 3 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dogwood Wealth Management LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Noble Wealth Management PBC | History | New | 28 | 1 | 0.0% | — | 301 | +28 | New | Q2 2026 | Jul 01, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 18 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Management Professionals, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JNBA Financial Advisors | History | No change | 21 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 16 | 1 | 0.0% | — | 299 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |