SONOCO PRODUCTS CO - SON

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 11,659,564 657,016 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 5,454,604 307,366 0.84% 0.84% 2 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 4,860,602 273,890 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,802,275 270,608 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
LSV ASSET MANAGEMENT History No change 4,648,027 261,916 0.48% 0.48% 5 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,462,538 251,464 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 4,415,449 248,810 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 22, 2026
BANK OF AMERICA CORP /DE/ History No change 3,637,407 204,967 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
EARNEST PARTNERS LLC History No change 2,829,098 159,419 0.57% 0.57% 9 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 2,062,827 116,240 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 2,001,317 112,774 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,981,942 111,709 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 1,801,709 101,183 0.08% 0.08% 13 0 0.0% Q2 2026 Aug 05, 2026
SEI INVESTMENTS CO History No change 1,570,560 88,501 0.08% 0.08% 14 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,268,448 71,477 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,251,012 69,768 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 1,218,953 68,688 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 1,198,166 67,516 0.04% 0.04% 18 0 0.0% Q2 2026 Aug 11, 2026
Epoch Investment Partners, Inc. History No change 1,170,817 65,975 0.38% 0.38% 19 0 0.0% Q2 2026 Aug 13, 2026
Rubric Capital Management LP History No change 1,143,562 64,439 0.59% 0.59% 20 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,102,076 62,101 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 1,078,855 60,793 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 06, 2026
BROWN ADVISORY INC History No change 999,247 56,307 0.09% 0.09% 23 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 932,572 52,550 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE MANAGEMENT GROUP INC History No change 838,146 47,229 1.24% 1.24% 25 0 0.0% Q2 2026 Jul 31, 2026
NORTHERN TRUST CORP History No change 827,647 46,637 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 797,114 44,917 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 729,656 41,116 0.04% 0.04% 28 0 0.0% Q2 2026 Jul 30, 2026
Clearstead Advisors, LLC History No change 693,027 39,052 0.37% 0.37% 29 0 0.0% Q2 2026 Aug 06, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 664,560 37,447 0.26% 0.26% 30 0 0.0% Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 650,305 36,644 0.34% 0.34% 31 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 624,933 35,214 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 576,233 32,470 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 576,090 32,462 0.08% 0.08% 34 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 503,046 28,346 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 476,431 26,846 0.07% 0.07% 36 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History No change 467,565 26,347 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 448,864 25,259 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 12, 2026
Invenomic Capital Management LP History No change 438,219 24,693 1.47% 1.47% 39 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 428,387 24,139 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 424,949 23,946 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 14, 2026
Charter Oak Advisors LP History No change 413,487 23,299 12.82% 12.82% 42 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 413,300 23,289 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 402,757 22,695 0.15% 0.15% 44 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 396,387 21,845 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 383,362 21,602 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 373,584 21,051 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 368,850 20,784 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 366,585 20,657 0.03% 0.03% 49 0 0.0% Q2 2026 Jul 29, 2026
RAYMOND JAMES FINANCIAL INC History No change 354,628 19,983 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 349,490 19,693 0.0% 0.0% 51 0 0.0% Q2 2026 Sep 23, 2026
AMERICAN CENTURY COMPANIES INC History No change 347,170 19,563 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 12, 2026
ARGA Investment Management, LP History No change 341,685 19,253 0.49% 0.49% 53 0 0.0% Q2 2026 Jul 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 311,387 17,546 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
SPEECE THORSON CAPITAL GROUP INC History No change 300,496 16,933 3.62% 3.62% 55 0 0.0% Q2 2026 Aug 04, 2026
McGowan Group Asset Management, Inc. History No change 294,212 16,578 2.01% 2.01% 56 0 0.0% Q2 2026 Aug 12, 2026
Access Investment Management LLC History No change 292,209 16,465 4.22% 4.22% 57 0 0.0% Q2 2026 Aug 03, 2026
Sound Income Strategies, LLC History Added to 316,637 15,325 0.68% 0.78% 58 +7,095 2.29% Q3 2026 Oct 09, 2026
RHUMBLINE ADVISERS History No change 268,522 15,131 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 11, 2026
EVR Research LP History No change 260,000 14,651 7.23% 7.23% 60 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 257,476 14,509 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 07, 2026
Russell Investments Group, Ltd. History No change 253,694 14,293 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 06, 2026
Hudson Bay Capital Management LP History No change 246,070 13,866 0.04% 0.04% 63 0 0.0% Q2 2026 Aug 14, 2026
Meadow Creek Wealth Advisors LLC History No change 238,936 13,464 8.22% 8.22% 64 0 0.0% Q2 2026 Aug 14, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 237,880 13,404 0.6% 0.6% 65 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 224,534 12,652 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 04, 2026
BROWN BROTHERS HARRIMAN & CO History No change 217,335 12,246 0.05% 0.05% 67 0 0.0% Q2 2026 Aug 12, 2026
Midwest Trust Co History No change 216,319 12,189 0.14% 0.14% 68 0 0.0% Q2 2026 Aug 04, 2026
STIFEL FINANCIAL CORP History No change 215,044 12,117 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 214,148 12,067 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 212,955 12,000 0.23% 0.23% 71 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 212,580 11,978 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 07, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 208,863 11,769 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 201,728 11,367 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 198,526 11,186 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 198,400 11,179 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 190,532 10,736 0.0% 0.0% 77 0 0.0% Q2 2026 Sep 02, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 189,061 10,653 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 171,097 9,641 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 169,019 9,524 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 204,930 9,437 0.01% 0.0% 81 +160,044 356.56% Q3 2026 Oct 13, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 186,282 9,094 0.16% 0.17% 82 -38 -0.02% Q3 2026 Oct 13, 2026
TRUIST FINANCIAL CORP History No change 155,509 8,762 0.01% 0.01% 83 0 0.0% Q2 2026 Jul 28, 2026
GAMCO INVESTORS, INC. ET AL History No change 155,000 8,734 0.08% 0.08% 84 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 152,003 8,565 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 14, 2026
HEARTLAND ADVISORS INC History No change 150,000 8,452 0.38% 0.38% 86 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 147,802 8,328 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 142,678 8,039 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 05, 2026
CastleKnight Management LP History No change 142,100 8,007 0.11% 0.11% 89 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 133,108 7,500 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History No change 127,803 7,201 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 14, 2026
Swedbank AB History No change 126,514 7,129 0.01% 0.01% 92 0 0.0% Q2 2026 Jul 15, 2026
TD ASSET MANAGEMENT INC History No change 120,581 6,794 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 122,438 6,622 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
UniSuper Management Pty Ltd History No change 115,880 6,529 0.03% 0.03% 95 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 115,657 6,517 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 24, 2026
AMERIPRISE FINANCIAL INC History No change 113,340 6,386 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 111,200 6,266 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 108,062 6,089 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 106,546 6,003 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 17, 2026
Bridgewater Associates, LP History No change 103,361 5,824 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History No change 102,257 5,762 0.02% 0.02% 102 0 0.0% Q2 2026 Jul 28, 2026
Advisors Asset Management, Inc. History No change 101,208 5,703 0.09% 0.09% 103 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 99,000 5,578 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 97,841 5,513 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 10, 2026
Brevan Howard Capital Management LP History No change 97,690 5,504 0.04% 0.04% 106 0 0.0% Q2 2026 Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 110,307 5,385 0.13% 0.15% 107 +2,995 2.79% Q3 2026 Oct 13, 2026
Ilex Capital Partners (UK) LLP History No change 94,433 5,321 0.11% 0.11% 108 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 91,383 5,150 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
Dorsey Wright & Associates History No change 89,046 5,017 0.85% 0.85% 110 0 0.0% Q2 2026 Aug 06, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 87,240 4,915 0.65% 0.65% 111 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 85,663 4,827 0.07% 0.07% 112 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 85,600 4,823 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 85,404 4,812 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 75,264 4,241 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 71,359 4,021 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 70,830 3,991 0.0% 0.0% 117 0 0.0% Q2 2026 Sep 09, 2026
Cerity Partners LLC History No change 70,637 3,980 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
WASATCH ADVISORS LP History Reduced 79,444 3,878 0.03% 0.03% 119 -1,723 -2.12% Q3 2026 Oct 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 68,784 3,876 0.01% 0.01% 120 0 0.0% Q2 2026 Jul 23, 2026
Freestone Grove Partners LP History No change 68,642 3,867 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 64,766 3,649 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 64,613 3,640 0.03% 0.03% 123 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 63,496 3,578 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History No change 63,453 3,576 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 05, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 60,142 3,389 0.62% 0.62% 126 0 0.0% Q2 2026 Jul 23, 2026
CANADA LIFE ASSURANCE Co History No change 59,622 3,359 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 58,219 3,280 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 57,928 3,264 0.03% 0.03% 129 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 54,479 3,069 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
EDMP, INC. History No change 54,002 3,043 2.45% 2.45% 131 0 0.0% Q2 2026 Jul 29, 2026
Synergy Asset Management, LLC History No change 53,858 3,034 0.29% 0.29% 132 0 0.0% Q2 2026 Jul 22, 2026
Inspire Advisors, LLC History No change 53,761 3,025 0.21% 0.21% 133 0 0.0% Q2 2026 Aug 13, 2026
GABELLI FUNDS LLC History No change 53,200 2,997 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 12, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 51,279 2,889 0.18% 0.18% 135 0 0.0% Q2 2026 Jul 23, 2026
Atlas FRM LLC History No change 50,000 2,817 0.12% 0.12% 136 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 49,893 2,811 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 03, 2026
DekaBank Deutsche Girozentrale History No change 52,649 2,790 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 49,218 2,773 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 49,018 2,762 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 03, 2026
READYSTATE ASSET MANAGEMENT LP History No change 48,315 2,722 0.09% 0.09% 141 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 47,586 2,681 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 46,025 2,593 0.19% 0.19% 143 0 0.0% Q2 2026 Sep 15, 2026
Mork Capital Management, LLC History No change 45,130 2,543 1.63% 1.63% 144 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 44,915 2,530 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 44,742 2,521 0.02% 0.02% 146 0 0.0% Q2 2026 Jul 23, 2026
AMALGAMATED BANK History No change 44,339 2,499 0.02% 0.02% 147 0 0.0% Q2 2026 Jul 23, 2026
Jupiter Topco LLC History No change 43,287 2,439 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 41,729 2,351 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 14, 2026
PensionDanmark Pensionsforsikringsaktieselskab History No change 41,509 2,339 0.02% 0.02% 150 0 0.0% Q2 2026 Jul 08, 2026
BARCLAYS PLC History No change 39,863 2,246 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 38,778 2,185 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 38,343 2,160 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 38,214 2,153 0.02% 0.02% 154 0 0.0% Q2 2026 Jul 28, 2026
&PARTNERS History No change 37,888 2,135 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 37,797 2,129 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 04, 2026
Boston Partners History No change 37,632 2,120 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 04, 2026
State of Tennessee, Department of Treasury History No change 37,600 2,118 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 37,027 2,086 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 36,695 2,067 0.02% 0.02% 160 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 36,425 2,053 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
ALLEN WEALTH MANAGEMENT, LLC History No change 36,227 2,041 0.99% 0.99% 162 0 0.0% Q2 2026 Jul 24, 2026
Handelsbanken Fonder AB History No change 35,867 2,021 0.01% 0.01% 163 0 0.0% Q2 2026 Jul 10, 2026
Janney Montgomery Scott LLC History No change 35,609 2,007 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 05, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 35,500 2,000 0.03% 0.03% 165 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 34,598 1,949 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 34,389 1,937 0.05% 0.05% 167 0 0.0% Q2 2026 Aug 13, 2026
Westhampton Capital, LLC History No change 33,932 1,912 0.79% 0.79% 168 0 0.0% Q2 2026 Jul 14, 2026
Neuberger Berman Group LLC History No change 33,891 1,909 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 33,430 1,883 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 11, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 38,469 1,878 0.17% 0.18% 171 +4,862 14.47% Q3 2026 Oct 13, 2026
Argyle Capital Management, LLC History No change 32,758 1,845 0.53% 0.53% 172 0 0.0% Q2 2026 Jul 28, 2026
Fruth Investment Management History Added to 37,766 1,843 0.45% 0.5% 173 +366 0.98% Q3 2026 Oct 13, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 32,127 1,810 0.12% 0.12% 174 0 0.0% Q2 2026 Jul 31, 2026
DAVENPORT & Co LLC History No change 31,225 1,759 0.01% 0.01% 175 0 0.0% Q2 2026 Jul 13, 2026
NVWM, LLC History No change 29,869 1,683 0.34% 0.34% 176 0 0.0% Q2 2026 Jul 28, 2026
Evercore Wealth Management, LLC History No change 29,330 1,652 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 29,148 1,642 0.02% 0.02% 178 0 0.0% Q2 2026 Jul 16, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 29,016 1,635 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 12, 2026
Louisiana State Employees Retirement System History No change 28,900 1,628 0.02% 0.02% 180 0 0.0% Q2 2026 Jul 21, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 28,859 1,626 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 19, 2026
OSAIC HOLDINGS, INC. History No change 28,712 1,617 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 28,005 1,578 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 07, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 27,800 1,566 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 25, 2026
Sequoia Financial Advisors, LLC History No change 27,732 1,562 0.01% 0.01% 185 0 0.0% Q2 2026 Jul 17, 2026
AlphaCore Capital LLC History No change 27,540 1,551 0.03% 0.03% 186 0 0.0% Q2 2026 Aug 06, 2026
D.A. DAVIDSON & CO. History No change 27,345 1,540 0.01% 0.01% 187 0 0.0% Q2 2026 Jul 24, 2026
Arizona State Retirement System History No change 27,282 1,537 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 25,503 1,437 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 24,655 1,389 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 24,551 1,383 0.14% 0.14% 191 0 0.0% Q2 2026 Jul 28, 2026
KLP KAPITALFORVALTNING AS History No change 24,100 1,358 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 12, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 23,835 1,343 0.09% 0.09% 193 0 0.0% Q2 2026 Jul 24, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 23,669 1,333 0.01% 0.01% 194 0 0.0% Q2 2026 Jul 17, 2026
Kestra Advisory Services, LLC History No change 23,558 1,327 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 23,417 1,319 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 10, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 23,151 1,304 0.01% 0.01% 197 0 0.0% Q2 2026 Jul 30, 2026
Summit Trail Advisors, LLC History No change 23,134 1,303 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 11, 2026
Curbstone Financial Management Corp History No change 23,010 1,296 0.22% 0.22% 199 0 0.0% Q2 2026 Jul 14, 2026
Corient Private Wealth LP History No change 22,720 1,280 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 27, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 22,511 1,268 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 22,240 1,253 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 12, 2026
SummitTX Capital, L.P. History No change 21,457 1,209 0.03% 0.03% 203 0 0.0% Q2 2026 Aug 14, 2026
Powell Investment Advisors, LLC History No change 21,051 1,186 0.37% 0.37% 204 0 0.0% Q2 2026 Jul 28, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 20,779 1,170 0.17% 0.17% 205 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 20,518 1,156 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 12, 2026
Dean Capital Management History No change 20,527 1,156 0.42% 0.42% 207 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 20,416 1,150 0.01% 0.01% 208 0 0.0% Q2 2026 Jul 28, 2026
FIRST CITIZENS BANK & TRUST CO History No change 20,210 1,138 0.02% 0.02% 209 0 0.0% Q2 2026 Jul 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 19,900 1,121 0.03% 0.03% 210 0 0.0% Q2 2026 Jul 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 19,840 1,117 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 10, 2026
Southeast Asset Advisors, LLC History No change 19,788 1,115 0.11% 0.11% 212 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 19,770 1,103 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 19,369 1,091 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 07, 2026
BAILARD, INC. History No change 22,300 1,088 0.02% 0.03% 215 0 0.0% Q3 2026 Oct 13, 2026
Foster Victor Wealth Advisors, LLC History No change 20,351 1,082 0.06% 0.06% 216 0 0.0% Q2 2026 Jul 22, 2026
Envestnet Portfolio Solutions, Inc. History No change 18,945 1,067 0.01% 0.01% 217 0 0.0% Q2 2026 Sep 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 18,921 1,066 0.0% 0.0% 218 0 0.0% Q2 2026 Jul 29, 2026
BENJAMIN EDWARDS INC History No change 18,600 1,048 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 24, 2026
STEPHENS INC /AR/ History No change 18,565 1,046 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 29, 2026
Trust Co of the South History No change 18,161 1,023 0.14% 0.14% 221 0 0.0% Q2 2026 Jul 01, 2026
Capital Investment Advisory Services, LLC History No change 17,832 1,004 0.06% 0.06% 222 0 0.0% Q2 2026 Jul 23, 2026
Integrated Wealth Concepts LLC History No change 17,580 990 0.01% 0.01% 223 0 0.0% Q2 2026 Sep 08, 2026
Man Group plc History No change 17,379 979 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 17,200 969 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 10, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 17,119 964 0.06% 0.06% 226 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 16,880 951 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 14, 2026
Essex Bank History No change 16,668 939 0.2% 0.2% 228 0 0.0% Q2 2026 Jul 23, 2026
Pacer Advisors, Inc. History No change 16,468 928 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History No change 16,300 918 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 15,691 884 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 05, 2026
Financial Engines Advisors L.L.C. History No change 15,052 848 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 14,772 832 0.05% 0.05% 233 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 14,615 823 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 03, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 14,599 822 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 14,113 794 0.01% 0.01% 236 0 0.0% Q2 2026 Jul 20, 2026
COMMERCE BANK History No change 14,074 793 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 13,913 783 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History No change 13,590 765 0.0% 0.0% 239 0 0.0% Q2 2026 Jul 29, 2026
BANK OF MONTREAL /CAN/ History No change 13,333 751 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 12, 2026
D.B. Root & Company, LLC History No change 13,278 748 0.16% 0.16% 241 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 12,996 732 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 20, 2026
Linden Thomas Advisory Services, LLC History No change 12,776 719 0.06% 0.06% 243 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Advisors, LLC History No change 12,705 715 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 12, 2026
VAN ECK ASSOCIATES CORP History No change 12,671 714 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 12,622 711 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 13, 2026
Cascade Investment Advisors, Inc. History No change 12,622 711 0.39% 0.39% 247 0 0.0% Q2 2026 Jul 15, 2026
Eagle Bay Advisors LLC History No change 12,382 697 0.52% 0.52% 248 0 0.0% Q2 2026 Aug 03, 2026
VARCOV Co. History No change 12,241 689 0.26% 0.26% 249 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History No change 12,212 688 0.03% 0.03% 250 0 0.0% Q2 2026 Aug 12, 2026
Wedmont Private Capital History Added to 13,891 672 0.02% 0.01% 252 +8,151 142.0% Q3 2026 Oct 09, 2026
XPONANCE LLC History No change 11,931 672 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 10, 2026
Evanson Financial, LLC History No change 2,931 655 0.03% 0.03% 253 0 0.0% Q2 2026 Jul 07, 2026
Blue Trust, Inc. History No change 11,611 654 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 21, 2026
Hilton Head Capital Partners, LLC History No change 11,465 646 0.33% 0.33% 255 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 11,392 641 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 17, 2026
Vanguard Personalized Indexing Management, LLC History No change 11,266 634 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 11,251 633 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 11,175 629 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 03, 2026
Nicholas Hoffman & Company, LLC. History No change 10,990 619 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10,945 616 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 10,791 608 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 11, 2026
QUADRANT CAPITAL GROUP LLC History No change 10,779 607 0.02% 0.02% 263 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History No change 10,757 606 0.0% 0.0% 264 0 0.0% Q2 2026 Jul 29, 2026
Legato Capital Management LLC History No change 10,705 603 0.05% 0.05% 265 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 10,647 599 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 11, 2026
STEPH & CO History Added to 11,854 578 0.15% 0.17% 267 +147 1.26% Q3 2026 Oct 07, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 10,066 567 0.05% 0.05% 268 0 0.0% Q2 2026 Jul 16, 2026
CHOREO, LLC History No change 9,828 553 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 9,717 547 0.01% 0.01% 270 0 0.0% Q2 2026 Jul 20, 2026
VestGen Investment Management History No change 9,563 538 0.29% 0.29% 271 0 0.0% Q2 2026 Jul 31, 2026
SYON CAPITAL LLC History No change 9,405 529 0.02% 0.02% 272 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 9,155 515 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 9,113 513 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 10,438 509 0.0% 0.0% 276 +5,830 126.52% Q3 2026 Oct 08, 2026
EQUITABLE TRUST CO History Reduced 10,438 509 0.02% 0.03% 275 -345 -3.2% Q3 2026 Oct 13, 2026
BRIGHTON JONES LLC History No change 9,008 507 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 9,003 505 0.0% 0.0% 278 0 0.0% Q2 2026 Jul 27, 2026
FOSTER & MOTLEY INC History No change 8,931 503 0.02% 0.02% 279 0 0.0% Q2 2026 Aug 07, 2026
NorthCrest Asset Manangement, LLC History New 9,948 481 0.01% — 280 +9,948 New Q3 2026 Oct 09, 2026
Davis Investment Partners, LLC History No change 8,519 480 0.15% 0.15% 281 0 0.0% Q2 2026 Aug 07, 2026
State of Wyoming History No change 8,378 472 0.05% 0.05% 282 0 0.0% Q2 2026 Aug 06, 2026
William B. Walkup & Associates, Inc. History No change 8,348 470 0.23% 0.23% 283 0 0.0% Q2 2026 Jul 30, 2026
Advisory Services Network, LLC History No change 8,288 467 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 12, 2026
Hudson Portfolio Management LLC History No change 8,305 467 0.35% 0.35% 285 0 0.0% Q2 2026 Aug 12, 2026
Vestcor Inc History No change 8,230 464 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 11, 2026
Gallagher Fiduciary Advisors, LLC History No change 8,223 463 0.02% 0.02% 287 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 8,234 463 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 14, 2026
Poehling Capital Management, INC. History No change 8,135 458 0.1% 0.1% 289 0 0.0% Q2 2026 Jul 20, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 8,050 453 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 10, 2026
GLENMEDE TRUST CO NA History No change 8,047 453 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 10, 2026
Apella Capital, LLC History New 9,479 452 0.01% — 292 +9,479 New Q3 2026 Oct 08, 2026
MTM Investment Management, LLC History No change 7,866 443 0.13% 0.13% 293 0 0.0% Q2 2026 Aug 03, 2026
B.O.S.S. Retirement Advisors, LLC History No change 7,853 442 0.12% 0.12% 294 0 0.0% Q2 2026 Jul 20, 2026
NISA INVESTMENT ADVISORS, LLC History No change 7,813 440 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 10, 2026
Amundi History No change 7,800 439 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 11, 2026
Walleye Capital LLC History No change 7,701 433 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 03, 2026
Eastover Investment Advisors LLC History No change 8,830 431 0.17% 0.2% 298 0 0.0% Q3 2026 Oct 05, 2026
Independent Advisor Alliance History No change 7,649 431 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 12, 2026
Fiduciary Alliance LLC History No change 8,803 429 0.03% 0.03% 300 0 0.0% Q3 2026 Oct 13, 2026
CoreCap Advisors, LLC History Reduced 8,762 427 0.01% 0.02% 301 -1,765 -16.77% Q3 2026 Oct 08, 2026
Sagewood Asset Management LP History No change 7,570 426 0.1% 0.1% 302 0 0.0% Q2 2026 Jul 29, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 7,270 411 0.01% 0.01% 303 0 0.0% Q2 2026 Jul 23, 2026
Abacus Planning Group, Inc. History No change 7,222 406 0.05% 0.05% 304 0 0.0% Q2 2026 Jul 20, 2026
Crossmark Global Holdings, Inc. History No change 7,172 404 0.01% 0.01% 305 0 0.0% Q2 2026 Jul 16, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 7,078 398 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 04, 2026
Prospera Financial Services Inc History No change 7,029 396 0.01% 0.01% 307 0 0.0% Q2 2026 Jul 15, 2026
CONNABLE OFFICE INC History No change 6,976 393 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 03, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 6,710 378 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 13, 2026
Pallas Capital Advisors LLC History No change 6,654 374 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 6,584 371 0.0% 0.0% 311 0 0.0% Q2 2026 Jul 20, 2026
CIBC Bancorp USA Inc. History No change 6,589 371 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 6,562 369 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 6,539 368 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 12, 2026
Legacy Capital Group California, Inc. History No change 6,383 359 0.11% 0.11% 315 0 0.0% Q2 2026 Jul 29, 2026
FIRST HORIZON CORP History No change 6,330 356 0.01% 0.01% 316 0 0.0% Q2 2026 Jul 20, 2026
Argent Trust Co History No change 6,315 355 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 06, 2026
Ensign Peak Advisors, Inc History No change 6,194 349 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 6,022 339 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 14, 2026
IVC Wealth Advisors LLC History No change 6,015 338 0.13% 0.13% 320 0 0.0% Q2 2026 Jul 14, 2026
Chicago Partners Investment Group LLC History No change 5,986 337 0.01% 0.01% 321 0 0.0% Q2 2026 Jul 29, 2026
Abel Hall, LLC History No change 5,952 335 0.06% 0.06% 322 0 0.0% Q2 2026 Jul 24, 2026
HOLDERNESS INVESTMENTS CO History No change 5,925 333 0.06% 0.06% 323 0 0.0% Q2 2026 Aug 12, 2026
Burns Matteson Capital Management, LLC History No change 5,850 329 0.1% 0.1% 324 0 0.0% Q2 2026 Jul 17, 2026
BFSG, LLC History No change 5,836 328 0.03% 0.03% 325 0 0.0% Q2 2026 Jul 20, 2026
PRUDENTIAL FINANCIAL INC History No change 5,754 324 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 12, 2026
TCTC Holdings, LLC History No change 5,702 321 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 11, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 5,377 303 0.02% 0.02% 328 0 0.0% Q2 2026 Aug 04, 2026
Resonant Capital Advisors, LLC History No change 5,388 303 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 24, 2026
LAZARD ASSET MANAGEMENT LLC History No change 5,374 302 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 5,347 301 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 14, 2026
Baker Ellis Asset Management LLC History No change 5,302 298 0.03% 0.03% 332 0 0.0% Q2 2026 Jul 23, 2026
Perigon Wealth Management, LLC History No change 5,289 298 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 07, 2026
Utah Retirement Systems History No change 5,200 293 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 5,189 292 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 5,083 286 0.0% 0.0% 336 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 5,039 282 0.02% 0.02% 337 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 4,973 280 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 13, 2026
FEDERATED HERMES, INC. History No change 4,948 278 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 12, 2026
RiverFront Investment Group, LLC History No change 4,730 266 0.0% 0.0% 340 0 0.0% Q2 2026 Jul 29, 2026
Bull Harbor Capital LLC History No change 4,716 265 0.05% 0.05% 341 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 4,637 261 0.0% 0.0% 342 0 0.0% Q2 2026 Jul 27, 2026
Maryland State Retirement & Pension System History No change 4,577 257 0.0% 0.0% 343 0 0.0% Q2 2026 Jul 30, 2026
Vontobel Holding Ltd. History No change 4,500 253 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 03, 2026
Impact Partnership Wealth, LLC History No change 4,500 253 0.02% 0.02% 345 0 0.0% Q2 2026 Jul 29, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 4,468 251 0.05% 0.05% 346 0 0.0% Q2 2026 Aug 07, 2026
Sivia Capital Partners, LLC History No change 4,368 246 0.03% 0.03% 347 0 0.0% Q2 2026 Jul 23, 2026
BESSEMER GROUP INC History No change 4,332 244 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 4,313 243 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 4,185 235 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 12, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 4,163 234 0.02% 0.02% 351 0 0.0% Q2 2026 Jul 31, 2026
Ethic Inc. History No change 4,162 234 0.0% 0.0% 352 0 0.0% Q2 2026 Jul 29, 2026
Nicholson Wealth Management Group, LLC History No change 4,153 234 0.14% 0.14% 353 0 0.0% Q2 2026 Jul 29, 2026
Alan B Lancz & Associates, Inc. History No change 4,100 231 0.2% 0.2% 354 0 0.0% Q2 2026 Aug 11, 2026
INCEPTIONR LLC History No change 4,084 230 0.06% 0.06% 355 0 0.0% Q2 2026 Aug 10, 2026
Frec Markets, Inc. History No change 4,083 230 0.02% 0.02% 356 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History Reduced 4,775 229 0.01% 0.01% 357 -486 -9.24% Q3 2026 Oct 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,994 225 0.02% 0.02% 358 0 0.0% Q2 2026 Aug 04, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,969 223 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 15, 2026
HANCOCK WHITNEY CORP History No change 3,840 216 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 3,839 216 0.0% 0.0% 361 0 0.0% Q2 2026 Jul 27, 2026
FourThought Financial Partners, LLC History No change 3,820 215 0.02% 0.02% 362 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 3,805 214 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 13, 2026
OPTIMIZE FINANCIAL INC. History No change 3,809 214 0.08% 0.08% 364 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 3,809 214 0.05% 0.05% 365 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,792 213 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,792 213 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 13, 2026
VIAWEALTH, LLC History No change 3,787 213 0.11% 0.11% 368 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 3,737 210 0.0% 0.0% 369 0 0.0% Q2 2026 Jul 23, 2026
Global Retirement Partners, LLC History No change 3,684 207 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 06, 2026
Trivium Point Advisory, LLC History No change 3,689 207 0.02% 0.02% 371 0 0.0% Q2 2026 Aug 06, 2026
Emerald Investment Advisers, LLC History No change 3,670 206 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 3,600 202 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 3,601 202 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 11, 2026
JMN Financial LLC History No change 3,573 201 0.16% 0.16% 375 0 0.0% Q2 2026 Aug 10, 2026
Numerai GP LLC History No change 3,563 200 0.02% 0.02% 376 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 3,501 197 0.0% 0.0% 377 0 0.0% Q2 2026 Sep 08, 2026
STRS OHIO History No change 3,339 188 0.0% 0.0% 378 0 0.0% Q2 2026 Jul 30, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,291 185 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Added to 3,646 177 0.01% 0.01% 380 +512 16.34% Q3 2026 Oct 08, 2026
Quantum Portfolio Management LLC History No change 3,052 171 0.06% 0.06% 381 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 2,947 166 0.0% 0.0% 382 0 0.0% Q2 2026 Jul 28, 2026
Essential Partners LLC History No change 2,601 146 0.07% 0.07% 383 0 0.0% Q2 2026 Aug 10, 2026
Neo Ivy Capital Management History No change 2,538 143 0.03% 0.03% 384 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 2,524 142 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History Added to 2,859 139 0.01% 0.01% 386 +1,013 54.88% Q3 2026 Oct 01, 2026
Parallel Advisors, LLC History No change 2,294 129 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 2,274 128 0.0% 0.0% 388 0 0.0% Q2 2026 Jul 24, 2026
Continuum Advisory, LLC History No change 2,272 128 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,195 123 0.01% 0.01% 390 0 0.0% Q2 2026 Jul 22, 2026
HARBOUR INVESTMENTS, INC. History No change 2,146 120 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 2,052 115 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 1,978 111 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 1,973 111 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2,260 110 0.01% 0.01% 395 0 0.0% Q3 2026 Oct 09, 2026
GeoWealth Management, LLC History No change 1,905 107 0.0% 0.0% 396 0 0.0% Q2 2026 Jul 30, 2026
Truvestments Capital LLC History No change 1,858 104 0.02% 0.02% 397 0 0.0% Q2 2026 Aug 12, 2026
Hilltop National Bank History No change 1,777 100 0.02% 0.02% 398 0 0.0% Q2 2026 Jul 01, 2026
CX Institutional History New 2,000 98 0.0% — 400 +2,000 New Q3 2026 Oct 02, 2026
Caldwell Trust Co History No change 1,748 98 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 03, 2026
Employees Retirement System of Texas History No change 1,663 94 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,674 94 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 1,460 82 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 1,200 67 0.0% 0.0% 404 0 0.0% Q2 2026 Jul 31, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,150 64 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 1,080 60 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 1,000 56 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,127 55 0.02% 0.01% 408 +824 271.95% Q3 2026 Oct 07, 2026
Pflug Koory, LLC History No change 810 45 0.02% 0.02% 409 0 0.0% Q2 2026 Jul 21, 2026
AMERIFLEX GROUP, INC. History No change 765 43 0.02% 0.02% 410 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 731 41 0.0% 0.0% 411 0 0.0% Q2 2026 Jul 14, 2026
Hanson & Doremus Investment Management History No change 669 38 0.0% 0.0% 412 0 0.0% Q2 2026 Jul 29, 2026
Elevated Capital Advisors, LLC History No change 687 38 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 03, 2026
Estabrook Capital Management History No change 642 36 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 635 35 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 10, 2026
Quent Capital, LLC History No change 618 34 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 07, 2026
ST GERMAIN D J CO INC History No change 600 33 0.0% 0.0% 417 0 0.0% Q2 2026 Jul 21, 2026
Kennebec Savings Bank History No change 600 33 0.03% 0.03% 418 0 0.0% Q2 2026 Jul 13, 2026
Bruce G. Allen Investments, LLC History No change 526 29 0.02% 0.02% 419 0 0.0% Q2 2026 Jul 31, 2026
UMB Bank, n.a. History No change 470 26 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 473 26 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 453 25 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 14, 2026
Front Row Advisors LLC History No change 418 24 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 439 24 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 07, 2026
Caption Management, LLC History No change 412 23 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 14, 2026
WPG Advisers, LLC History No change 410 23 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 05, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 446 21 0.01% 0.01% 428 +5 1.13% Q3 2026 Oct 01, 2026
Roble, Belko & Company, Inc History No change 365 21 0.0% 0.0% 427 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 377 21 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 12, 2026
CULLEN/FROST BANKERS, INC. History No change 355 20 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 371 20 0.0% 0.0% 431 0 0.0% Q2 2026 Jul 28, 2026
Institute for Wealth Management, LLC. History No change 276 15 0.0% 0.0% 432 0 0.0% Q2 2026 Jul 28, 2026
GROUP ONE TRADING LLC History No change 244 13 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History Added to 240 11 0.0% 0.0% 435 +137 133.01% Q3 2026 Oct 13, 2026
North Star Investment Management Corp. History No change 200 11 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 28, 2026
Covestor Ltd History No change 184 10 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 07, 2026
BOK Financial Private Wealth, Inc. History No change 160 9 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 163 9 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 30, 2026
GHP Investment Advisors, Inc. History No change 174 9 0.0% 0.0% 439 0 0.0% Q2 2026 Jul 17, 2026
SJS Investment Consulting Inc. History No change 176 9 0.0% 0.0% 440 0 0.0% Q2 2026 Jul 22, 2026
YANKCOM Partnership History No change 170 9 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 21, 2026
Capital Analysts, LLC History No change 139 8 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 131 7 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 21, 2026
Smithfield Trust Co History No change 135 7 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 05, 2026
Parkside Financial Bank & Trust History No change 133 7 0.0% 0.0% 445 0 0.0% Q2 2026 Sep 04, 2026
Clearstead Trust, LLC History No change 140 7 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 06, 2026
Carolina Wealth Advisors, LLC History No change 128 7 0.0% 0.0% 447 0 0.0% Q2 2026 Jul 09, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 140 7 0.0% 0.0% 448 0 0.0% Q2 2026 Jul 15, 2026
Prudent Man Investment Management, Inc. History No change 171 7 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 28, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 109 6 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 07, 2026
Community Financial Services Group, LLC History No change 118 6 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 09, 2026
CVA Family Office, LLC History No change 110 6 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 07, 2026
WOLFF WIESE MAGANA LLC History No change 115 6 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 13, 2026
Key Capital Management, INC History No change 123 6 0.0% 0.0% 454 0 0.0% Q2 2026 Jul 27, 2026
Wealth Enhancement Trust Services, Inc. History New 118 5 0.0% — 461 +118 New Q3 2026 Oct 07, 2026
JFS WEALTH ADVISORS, LLC History No change 100 5 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 10, 2026
Cedar Mountain Advisors, LLC History No change 92 5 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 02, 2026
SBI Securities Co., Ltd. History No change 89 5 0.0% 0.0% 457 0 0.0% Q2 2026 Jul 22, 2026
Bell Investment Advisors, Inc History No change 104 5 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 06, 2026
ENTRUST FINANCIAL LLC History No change 100 5 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 20, 2026
Owl Creek Wealth Partners LLC History No change 105 5 0.0% 0.0% 460 0 0.0% Q2 2026 Jul 20, 2026
GK Wealth Management LLC History New 92 4 0.0% — 467 +92 New Q3 2026 Oct 09, 2026
BOKF, NA History No change 72 4 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 72 4 0.0% 0.0% 463 0 0.0% Q2 2026 Jul 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 88 4 0.0% 0.0% 464 0 0.0% Q2 2026 Jul 20, 2026
DT Investment Partners, LLC History No change 87 4 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 75 4 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 65 3 0.0% 0.0% 468 0 0.0% Q2 2026 Jul 20, 2026
Bravera Wealth History No change 67 3 0.0% 0.0% 469 0 0.0% Q2 2026 Jul 23, 2026
GoalVest Advisory LLC History New 47 2 0.0% — 473 +47 New Q3 2026 Oct 02, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 50 2 0.0% 0.0% 470 -21 -29.58% Q3 2026 Oct 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 38 2 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 07, 2026
Parvin Asset Management, LLC History No change 40 2 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 23 1 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 27, 2026
Manchester Capital Management LLC History No change 22 1 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 13, 2026
Leonteq Securities AG History No change 27 1 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL CONSULATE, INC History No change 24 1 0.0% 0.0% 477 0 0.0% Q2 2026 Jul 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 19 1 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History No change 27 1 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 10, 2026
Bay Harbor Wealth Management, LLC History No change 22 1 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 28, 2026
Cromwell Holdings LLC History No change 32 1 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 13, 2026
City State Bank History No change 30 1 0.0% 0.0% 482 0 0.0% Q2 2026 Jul 14, 2026
Creative Capital Management Investments LLC History No change 28 1 0.0% 0.0% 483 0 0.0% Q2 2026 Jul 24, 2026
WealthCollab, LLC History No change 23 1 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 10, 2026
Millstone Evans Group, LLC History No change 33 1 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 20 1 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 04, 2026
Keating Financial Advisory Services, Inc. History No change 32 1 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 11, 2026
Paladin Partners, LLC History No change 25 1 0.0% 0.0% 488 0 0.0% Q3 2026 Oct 06, 2026
Dickmeyer Boyce Financial Management, Inc. History Closed out 0 0 — 0.11% — -3,934 -100.0% Q3 2026 Oct 08, 2026
Investors Research Corp History Closed out 0 0 — 0.0% — -106 -100.0% Q3 2026 Oct 07, 2026
Meriwether Wealth & Planning, LLC History New 9 0 — — — +9 New Q3 2026 Oct 13, 2026
SouthState Bank Corp History No change 15 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Fulcrum Asset Management LLP History No change 12 0 — — — 0 0.0% Q2 2026 Aug 18, 2026
Transamerica Financial Advisors, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Capital Advisors, Ltd. LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
MV CAPITAL MANAGEMENT, INC. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
IFG Advisory, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Lloyd Advisory Services, LLC. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 3 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Spire Wealth Management History No change 12 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Raleigh Capital Management Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
DecisionPoint Financial, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Dunhill Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
DiNuzzo Private Wealth, Inc. History No change 17 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Breakwater Investment Management History No change 13 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Quest 10 Wealth Builders, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Hughes Financial Services, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Navigoe, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HFM Investment Advisors, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Godfrey Financial Associates, Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 30, 2026