SOUTHERN MISSOURI BANCORP, INC. - SMBC
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.
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 | 1,118,877 | 85,269 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 465,835 | 35,501 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 417,015 | 31,780 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 358,893 | 27,351 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 353,437 | 26,935 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 247,557 | 18,870 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 237,224 | 18,078 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| RAFFLES ASSOCIATES LP | History | No change | 211,153 | 16,091 | 14.56% | 14.56% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 155,511 | 11,851 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 155,405 | 11,843 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 110,323 | 8,407 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 106,996 | 8,154 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 98,038 | 7,471 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 95,614 | 7,286 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 93,987 | 7,162 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACR Alpine Capital Research, LLC | History | No change | 91,020 | 6,936 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 83,759 | 6,383 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 81,074 | 6,178 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 79,824 | 6,083 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 79,314 | 6,045 | 1.46% | 1.46% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 78,941 | 6,016 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 74,394 | 5,669 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 72,088 | 5,493 | 0.1% | 0.1% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 71,047 | 5,405 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 69,035 | 5,261 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 61,767 | 4,707 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 48,211 | 3,668 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 46,088 | 3,512 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 45,416 | 3,461 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 42,254 | 3,220 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 40,808 | 3,109 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 40,310 | 3,072 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 40,310 | 3,072 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 38,887 | 2,963 | 0.54% | 0.54% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 38,664 | 2,946 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 36,022 | 2,745 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 34,610 | 2,637 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 34,553 | 2,633 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 27,641 | 2,106 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 25,968 | 1,979 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 24,098 | 1,836 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 22,111 | 1,685 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 21,372 | 1,628 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 21,370 | 1,628 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 19,888 | 1,515 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 19,595 | 1,495 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 19,547 | 1,489 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 18,953 | 1,444 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 18,879 | 1,439 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 18,875 | 1,438 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 18,178 | 1,385 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Point72 Asset Management, L.P. | History | No change | 16,304 | 1,242 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 15,387 | 1,172 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 14,975 | 1,141 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,417 | 1,098 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 13,905 | 1,059 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 13,681 | 1,042 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balboa Wealth Partners | History | No change | 12,943 | 986 | 0.13% | 0.13% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHUMBLINE ADVISERS | History | No change | 12,419 | 946 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | No change | 10,825 | 824 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 10,567 | 805 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 9,711 | 740 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 9,690 | 738 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,485 | 722 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,484 | 646 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 8,467 | 645 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SEI INVESTMENTS CO | History | No change | 8,448 | 643 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 9,930 | 634 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,166 | 622 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | No change | 8,104 | 617 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 7,789 | 593 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 7,720 | 589 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,615 | 580 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 8,123 | 575 | 0.01% | 0.01% | 74 | -1,052 | -11.47% | Q3 2026 | Oct 16, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 7,249 | 552 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 7,200 | 548 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 6,928 | 527 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,700 | 510 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 6,644 | 506 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 6,284 | 478 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 6,280 | 478 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,217 | 473 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 6,212 | 473 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 6,191 | 472 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,051 | 461 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 6,020 | 458 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELCH & FORBES LLC | History | No change | 6,000 | 457 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 5,963 | 454 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 5,667 | 432 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simmons Bank | History | No change | 5,540 | 422 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Engineers Gate Manager LP | History | No change | 5,530 | 421 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,484 | 417 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 5,450 | 415 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Odyssean, LLC | History | No change | 5,380 | 410 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | No change | 4,798 | 365 | 0.15% | 0.15% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | No change | 4,650 | 354 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 4,458 | 339 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,402 | 335 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,288 | 326 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,180 | 318 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| R Squared Ltd | History | No change | 3,892 | 296 | 0.16% | 0.16% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EntryPoint Capital, LLC | History | No change | 3,732 | 284 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 3,956 | 278 | 0.01% | 0.01% | 103 | -10 | -0.25% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,865 | 276 | 0.0% | 0.0% | 104 | +384 | 11.03% | Q3 2026 | Oct 13, 2026 |
| Diversified Trust Co | History | No change | 3,556 | 271 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JMN Financial LLC | History | No change | 3,078 | 234 | 0.18% | 0.18% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,000 | 228 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 2,978 | 226 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 2,920 | 222 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Acropolis Investment Management, LLC | History | No change | 3,045 | 215 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 2,746 | 209 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,612 | 199 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STRS OHIO | History | No change | 2,200 | 167 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 2,109 | 160 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,000 | 152 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,023 | 78 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,018 | 77 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 808 | 61 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 772 | 58 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 718 | 54 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 650 | 49 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 596 | 45 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 587 | 44 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 466 | 35 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 456 | 32 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Versant Capital Management, Inc | History | No change | 387 | 27 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| SIGNATUREFD, LLC | History | No change | 335 | 25 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 335 | 25 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 302 | 23 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 208 | 14 | 0.0% | — | 130 | +202 | 3366.67% | Q3 2026 | Oct 14, 2026 |
| GAMMA Investing LLC | History | Added to | 188 | 13 | 0.0% | 0.0% | 133 | +5 | 2.73% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | No change | 183 | 13 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 172 | 13 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 121 | 9 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 125 | 9 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 116 | 8 | 0.0% | — | 136 | +116 | New | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 93 | 7 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Optiver Holding B.V. | History | No change | 98 | 7 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 98 | 6 | 0.0% | 0.0% | 139 | +51 | 108.51% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 83 | 5 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 46 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 29 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | No change | 7 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Bare Financial Services, Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |