Sony Group Corp - SONY

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
Fisher Asset Management, LLC History No change 112,216,813 2,251,069 0.67% 0.67% 1 0 0.0% Q2 2026 Aug 04, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 59,603,230 1,195,640 0.71% 0.71% 2 0 0.0% Q2 2026 Aug 14, 2026
Aristotle Capital Management, LLC History No change 41,272,268 827,922 1.74% 1.74% 3 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 23,462,087 470,649 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 14,461,700 290,101 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
Mondrian Investment Partners LTD History No change 12,272,937 245,458 3.79% 3.79% 6 0 0.0% Q2 2026 Jul 30, 2026
BlackRock, Inc. History No change 9,409,536 188,755 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 8,997,162 180,483 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
Capital International Investors History No change 7,654,498 156,381 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 12, 2026
HARDING LOEVNER LP History No change 6,468,686 139,514 1.31% 1.31% 10 0 0.0% Q2 2026 Aug 14, 2026
Contrarius Group Holdings Ltd History No change 6,899,554 138,405 6.38% 6.38% 11 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 6,861,067 137,633 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 6,633,573 133,069 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 5,530,551 110,942 0.12% 0.12% 14 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 5,030,691 100,915 0.64% 0.64% 15 0 0.0% Q2 2026 Aug 12, 2026
Capital World Investors History No change 4,989,355 100,086 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,969,375 99,684 0.02% 0.02% 17 0 0.0% Q2 2026 Sep 23, 2026
FMR LLC History No change 4,863,244 97,556 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,762,172 93,862 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 4,556,802 91,409 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 13, 2026
GAMCO INVESTORS, INC. ET AL History No change 4,498,717 90,244 0.81% 0.81% 21 0 0.0% Q2 2026 Aug 12, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 4,329,142 88,444 0.16% 0.16% 22 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 3,974,727 79,733 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 3,771,557 75,657 0.01% 0.01% 24 0 0.0% Q2 2026 Sep 02, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 3,467,948 69,572 0.12% 0.12% 25 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 3,324,015 66,949 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 3,099,508 62,176 0.05% 0.05% 27 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 2,964,116 59,460 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 2,790,486 55,975 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 2,669,605 53,552 0.1% 0.1% 30 0 0.0% Q2 2026 Aug 12, 2026
DV EQUITIES, LLC History No change 2,529,344 50,738 7.27% 7.27% 31 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 2,344,922 47,906 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 2,250,435 45,143 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,098,911 42,104 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Alberta Investment Management Corp History No change 1,993,000 39,979 0.22% 0.22% 35 0 0.0% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History No change 1,905,322 38,225 0.05% 0.05% 36 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,885,236 37,817 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 1,855,524 36,821 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 1,738,714 34,878 0.06% 0.06% 39 0 0.0% Q2 2026 Jul 30, 2026
Pictet North America Advisors SA History No change 1,684,567 33,792 2.98% 2.98% 40 0 0.0% Q2 2026 Jul 24, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 1,572,706 31,548 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,373,907 27,560 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 1,163,910 27,386 0.33% 0.28% 43 +10,587 0.92% Q3 2026 Oct 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,358,175 27,244 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,242,525 24,925 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,213,565 24,344 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 1,211,800 24,308 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,189,648 23,864 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 1,079,818 21,661 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 1,077,334 21,611 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 03, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,052,300 21,109 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 1,034,437 20,750 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 12, 2026
Long Focus Capital Management, LLC History No change 960,000 19,257 0.49% 0.49% 53 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 944,919 18,955 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 943,947 18,935 0.09% 0.09% 55 0 0.0% Q2 2026 Jul 13, 2026
IMC-Chicago, LLC History No change 892,149 17,896 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 06, 2026
Martin Investment Management, LLC History No change 869,290 17,437 5.82% 5.82% 57 0 0.0% Q2 2026 Jul 17, 2026
LMR Partners LLP History No change 862,000 17,291 0.06% 0.06% 58 0 0.0% Q2 2026 Aug 14, 2026
CABOT WEALTH MANAGEMENT INC History No change 854,132 17,133 1.74% 1.74% 59 0 0.0% Q2 2026 Jul 31, 2026
Arnhold LLC History No change 835,356 16,757 1.17% 1.17% 60 0 0.0% Q2 2026 Jul 27, 2026
CLARK ESTATES INC/NY History No change 825,000 16,549 3.82% 3.82% 61 0 0.0% Q2 2026 Aug 05, 2026
Alight Capital Management LP History No change 816,432 16,377 2.3% 2.3% 62 0 0.0% Q2 2026 Aug 14, 2026
CapWealth Advisors, LLC History Added to 683,884 16,091 1.22% 0.91% 63 +21,730 3.28% Q3 2026 Oct 05, 2026
Cerity Partners LLC History No change 795,617 15,961 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 795,130 15,950 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 777,554 15,597 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 759,221 15,229 0.04% 0.04% 67 0 0.0% Q2 2026 Aug 17, 2026
Rockefeller Capital Management L.P. History No change 758,249 15,210 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 13, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 749,018 15,025 0.14% 0.14% 69 0 0.0% Q2 2026 Aug 13, 2026
Foresight Global Investors, Inc. History No change 740,300 14,850 9.0% 9.0% 70 0 0.0% Q2 2026 Aug 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 739,737 14,839 0.07% 0.07% 71 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 725,665 14,556 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 06, 2026
Walleye Capital LLC History No change 675,218 13,544 0.05% 0.05% 73 0 0.0% Q2 2026 Aug 03, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 618,437 12,405 0.01% 0.01% 74 0 0.0% Q2 2026 Jul 30, 2026
LATHROP INVESTMENT MANAGEMENT CO History No change 608,661 12,210 2.16% 2.16% 75 0 0.0% Q2 2026 Aug 10, 2026
CAMBIAR INVESTORS LLC History No change 606,184 12,160 0.53% 0.53% 76 0 0.0% Q2 2026 Jul 31, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 568,828 12,056 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 588,459 11,804 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 12, 2026
Rock Point Advisors, LLC History No change 576,957 11,573 2.83% 2.83% 79 0 0.0% Q2 2026 Aug 06, 2026
NORGES BANK History No change 538,250 10,797 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
Ethic Inc. History No change 516,600 10,362 0.13% 0.13% 81 0 0.0% Q2 2026 Jul 29, 2026
XY Capital Ltd History No change 510,791 10,246 9.89% 9.89% 82 0 0.0% Q2 2026 Aug 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 510,066 10,231 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 505,405 10,138 0.07% 0.07% 84 0 0.0% Q2 2026 Aug 14, 2026
BCWM, LLC History No change 500,469 10,039 2.94% 2.94% 85 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 487,650 9,782 0.01% 0.01% 86 0 0.0% Q2 2026 Jul 29, 2026
OLD MISSION CAPITAL LLC History No change 485,381 9,736 0.15% 0.15% 87 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History No change 484,865 9,726 0.13% 0.13% 88 0 0.0% Q2 2026 Jul 16, 2026
MACKENZIE FINANCIAL CORP History No change 478,894 9,606 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 471,304 9,530 0.03% 0.03% 90 0 0.0% Q2 2026 Jul 27, 2026
D. E. Shaw & Co., Inc. History No change 451,116 9,049 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 449,697 9,020 0.03% 0.03% 92 0 0.0% Q2 2026 Jul 23, 2026
Live Oak Private Wealth LLC History No change 431,463 8,655 1.08% 1.08% 93 0 0.0% Q2 2026 Jul 20, 2026
Quinn Opportunity Partners LLC History No change 430,000 8,625 0.4% 0.4% 94 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 413,043 8,285 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 13, 2026
Ramirez Asset Management, Inc. History No change 404,325 8,110 0.84% 0.84% 96 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 404,200 8,108 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 380,427 7,634 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 376,923 7,561 0.06% 0.06% 99 0 0.0% Q2 2026 Sep 23, 2026
Boston Partners History No change 371,412 7,469 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 352,545 7,072 0.07% 0.07% 101 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Financial Partners, Inc. History No change 343,081 6,882 0.05% 0.05% 102 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 341,865 6,857 0.01% 0.01% 103 0 0.0% Q2 2026 Jul 28, 2026
Cetera Investment Advisers History No change 336,423 6,748 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 12, 2026
MARKEL GROUP INC. History No change 335,000 6,720 0.05% 0.05% 105 0 0.0% Q2 2026 Jul 31, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 332,444 6,668 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 329,098 6,601 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 326,195 6,543 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 322,802 6,475 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 328,900 6,294 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Personalized Indexing Management, LLC History No change 307,691 6,172 0.05% 0.05% 111 0 0.0% Q2 2026 Aug 11, 2026
Henry James International Management Inc. History No change 306,928 6,156 1.84% 1.84% 112 0 0.0% Q2 2026 Jul 09, 2026
HRT FINANCIAL LP History No change 305,534 6,129 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 305,391 6,126 0.17% 0.17% 114 0 0.0% Q2 2026 Aug 14, 2026
Boston Common Asset Management, LLC History No change 304,673 6,111 0.36% 0.36% 115 0 0.0% Q2 2026 Jul 21, 2026
SouthState Bank Corp History No change 303,862 6,095 0.25% 0.25% 116 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 303,134 6,080 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 07, 2026
Nuveen, LLC History No change 294,879 5,915 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 11, 2026
1832 Asset Management L.P. History No change 292,868 5,874 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE GROUP LLC History No change 283,531 5,687 0.23% 0.23% 120 0 0.0% Q2 2026 Aug 13, 2026
Laird Norton Wetherby Trust Company, LLC History No change 281,481 5,646 0.11% 0.11% 121 0 0.0% Q2 2026 Aug 14, 2026
Inlet Private Wealth, LLC History No change 267,799 5,372 1.31% 1.31% 122 0 0.0% Q2 2026 Aug 07, 2026
American Trust Investment Advisors, LLC History No change 267,579 5,367 2.65% 2.65% 123 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 267,404 5,364 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 03, 2026
Vestmark Advisory Solutions, Inc. History No change 264,233 5,300 0.05% 0.05% 125 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 263,844 5,292 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 11, 2026
SIT INVESTMENT ASSOCIATES INC History No change 263,110 5,278 0.1% 0.1% 127 0 0.0% Q2 2026 Aug 12, 2026
EAGLE GLOBAL ADVISORS LLC History No change 261,841 5,252 0.17% 0.17% 128 0 0.0% Q2 2026 Jul 30, 2026
Neuberger Berman Group LLC History No change 261,648 5,248 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 259,600 5,207 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 256,726 5,149 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 27, 2026
Stamos Capital Partners, L.P. History No change 256,015 5,135 0.79% 0.79% 132 0 0.0% Q2 2026 Aug 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 254,800 5,111 0.07% 0.07% 133 0 0.0% Q2 2026 Aug 10, 2026
O'Brien Greene & Co. Inc History No change 254,368 5,102 1.41% 1.41% 134 0 0.0% Q2 2026 Aug 06, 2026
SIH Partners, LLLP History No change 251,777 5,050 0.03% 0.03% 135 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 248,316 4,981 0.1% 0.1% 136 0 0.0% Q2 2026 Aug 11, 2026
Longaeva Partners L.P. History No change 247,771 4,970 0.11% 0.11% 137 0 0.0% Q2 2026 Aug 14, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 243,128 4,877 0.23% 0.23% 138 0 0.0% Q2 2026 Jul 13, 2026
Orion Porfolio Solutions, LLC History No change 238,414 4,782 0.04% 0.04% 139 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 238,070 4,776 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 236,196 4,738 0.06% 0.06% 141 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 235,064 4,715 0.03% 0.03% 142 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 227,337 4,560 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 224,095 4,495 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 221,058 4,434 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 05, 2026
Assenagon Asset Management S.A. History No change 216,802 4,349 0.01% 0.01% 146 0 0.0% Q2 2026 Jul 08, 2026
Timber Creek Capital Management LLC History No change 208,687 4,186 0.85% 0.85% 147 0 0.0% Q2 2026 Aug 10, 2026
Princeton Global Asset Management LLC History No change 208,339 4,179 0.6% 0.6% 148 0 0.0% Q2 2026 Jul 16, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 202,497 4,062 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 19, 2026
Humankind Investments LLC History No change 202,195 4,056 1.94% 1.94% 150 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 196,549 3,942 0.04% 0.04% 151 0 0.0% Q2 2026 Jul 28, 2026
Partners Group Holding AG History No change 194,300 3,897 0.27% 0.27% 152 0 0.0% Q2 2026 Aug 04, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 193,625 3,884 0.06% 0.06% 153 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 193,607 3,883 0.04% 0.04% 154 0 0.0% Q2 2026 Aug 10, 2026
&PARTNERS History No change 186,365 3,742 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 185,504 3,721 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 13, 2026
Aperture Investors, LLC History No change 179,731 3,605 0.33% 0.33% 157 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 178,758 3,585 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 04, 2026
ABC ARBITRAGE SA History No change 177,908 3,568 0.39% 0.39% 159 0 0.0% Q2 2026 Jul 20, 2026
OPPENHEIMER & CO INC History No change 177,046 3,551 0.04% 0.04% 160 0 0.0% Q2 2026 Aug 03, 2026
Vident Advisory, LLC History No change 176,795 3,546 0.03% 0.03% 161 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 173,670 3,484 0.02% 0.02% 162 0 0.0% Q2 2026 Jul 20, 2026
CIBC WORLD MARKET INC. History No change 171,282 3,435 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 171,162 3,433 0.04% 0.04% 164 0 0.0% Q2 2026 Aug 10, 2026
Naviter Wealth, LLC History No change 162,060 3,250 0.29% 0.29% 165 0 0.0% Q2 2026 Aug 07, 2026
LAZARD ASSET MANAGEMENT LLC History No change 159,597 3,201 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
BTC Capital Management, Inc. History No change 157,357 3,156 0.19% 0.19% 167 0 0.0% Q2 2026 Jul 16, 2026
PEAK6 LLC History No change 157,282 3,155 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 12, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 156,160 3,133 1.44% 1.44% 169 0 0.0% Q2 2026 Jul 16, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History No change 153,736 3,083 1.25% 1.25% 170 0 0.0% Q2 2026 Jul 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 151,501 3,039 0.01% 0.01% 171 0 0.0% Q2 2026 Jul 28, 2026
Oxbow Advisors, LLC History No change 147,977 2,968 0.24% 0.24% 172 0 0.0% Q2 2026 Aug 07, 2026
SG Americas Securities, LLC History No change 156,416 2,942 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 146,572 2,940 0.04% 0.04% 174 0 0.0% Q2 2026 Jul 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 146,171 2,932 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 29, 2026
FIRST TRUST ADVISORS LP History No change 144,899 2,906 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 141,324 2,835 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 12, 2026
JCIC Asset Management Inc. History No change 131,273 2,717 0.83% 0.83% 178 0 0.0% Q2 2026 Jul 17, 2026
Janney Montgomery Scott LLC History No change 133,948 2,687 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 05, 2026
Capital International, Inc./CA/ History No change 133,153 2,671 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 130,517 2,618 0.0% 0.0% 181 0 0.0% Q2 2026 Sep 22, 2026
DRW Securities, LLC History No change 126,457 2,536 0.06% 0.06% 182 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 124,682 2,501 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 123,969 2,486 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 17, 2026
RHUMBLINE ADVISERS History No change 120,403 2,415 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 118,174 2,370 0.02% 0.02% 186 0 0.0% Q2 2026 Jul 24, 2026
Central Pacific Bank - Trust Division History No change 100,000 2,353 0.25% 0.2% 187 0 0.0% Q3 2026 Oct 05, 2026
TUDOR INVESTMENT CORP ET AL History No change 116,200 2,330 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 115,458 2,316 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 112,501 2,256 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 04, 2026
Ellsworth Advisors, LLC History No change 108,491 2,246 0.37% 0.37% 191 0 0.0% Q2 2026 Jul 16, 2026
Virtu Financial LLC History No change 111,332 2,233 0.07% 0.07% 192 0 0.0% Q2 2026 Aug 13, 2026
Successful Portfolios LLC History No change 91,543 2,179 1.0% 0.89% 193 0 0.0% Q3 2026 Oct 09, 2026
Cambridge Investment Research Advisors, Inc. History No change 107,991 2,166 0.01% 0.01% 194 0 0.0% Q2 2026 Jul 27, 2026
J. Goldman & Co LP History No change 107,619 2,158 0.06% 0.06% 195 0 0.0% Q2 2026 Aug 14, 2026
FACTORY MUTUAL INSURANCE CO History No change 107,434 2,155 0.02% 0.02% 196 0 0.0% Q2 2026 Jul 21, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 107,403 2,154 0.04% 0.04% 197 0 0.0% Q2 2026 Jul 23, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History No change 106,737 2,141 1.11% 1.11% 198 0 0.0% Q2 2026 Jul 22, 2026
Compound Planning, Inc. History No change 106,076 2,127 0.06% 0.06% 199 0 0.0% Q2 2026 Aug 04, 2026
IEQ CAPITAL, LLC History No change 105,623 2,118 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 11, 2026
Savant Capital, LLC History No change 96,489 2,088 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 10, 2026
Centiva Capital, LP History No change 104,100 2,088 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 13, 2026
J. Safra Sarasin Holding AG History No change 102,677 2,084 0.03% 0.03% 203 0 0.0% Q2 2026 Jul 31, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 102,476 2,055 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 101,177 2,029 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 05, 2026
Caprock Group, LLC History No change 100,230 2,010 0.04% 0.04% 206 0 0.0% Q2 2026 Jul 27, 2026
Columbia Asset Management History No change 97,775 1,961 0.34% 0.34% 207 0 0.0% Q2 2026 Jul 21, 2026
Ravenswood Partners LP History No change 97,559 1,957 0.63% 0.63% 208 0 0.0% Q2 2026 Aug 06, 2026
Waldron Private Wealth LLC History No change 96,058 1,926 0.07% 0.07% 209 0 0.0% Q2 2026 Jul 20, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 95,200 1,909 0.09% 0.09% 210 0 0.0% Q2 2026 Jul 21, 2026
Summit Trail Advisors, LLC History No change 92,780 1,861 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History No change 87,609 1,757 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 03, 2026
Squarepoint Ops LLC History No change 86,113 1,727 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 85,175 1,708 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
Aaron Wealth Advisors LLC History No change 84,218 1,689 0.09% 0.09% 215 0 0.0% Q2 2026 Jul 16, 2026
DOLIVER ADVISORS, LP History Reduced 71,724 1,687 0.37% 0.33% 216 -1,198 -1.64% Q3 2026 Oct 01, 2026
Frank, Rimerman Advisors LLC History No change 83,965 1,684 0.1% 0.1% 217 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Advisors, LLC History No change 82,516 1,655 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History No change 73,637 1,641 0.03% 0.03% 219 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 73,637 1,641 0.03% 0.03% 220 0 0.0% Q2 2026 Jul 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 81,293 1,630 0.01% 0.01% 221 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 80,475 1,626 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 13, 2026
Blueshift Asset Management, LLC History No change 81,030 1,625 0.38% 0.38% 223 0 0.0% Q2 2026 Aug 14, 2026
Foyston, Gordon & Payne Inc History No change 77,923 1,604 0.34% 0.34% 224 0 0.0% Q2 2026 Aug 12, 2026
Bleakley Financial Group, LLC History No change 79,595 1,596 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 05, 2026
Madison Asset Management, LLC History No change 79,324 1,591 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 75,748 1,579 0.0% 0.0% 227 0 0.0% Q2 2026 Jul 15, 2026
CIBC Asset Management Inc History No change 79,466 1,577 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 03, 2026
GLENMEDE TRUST CO NA History No change 76,293 1,530 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 10, 2026
Ballentine Partners, LLC History No change 75,978 1,524 0.02% 0.02% 230 0 0.0% Q2 2026 Jul 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 75,118 1,506 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 13, 2026
Limestone Investment Advisors LP History No change 75,000 1,504 0.11% 0.11% 232 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 72,240 1,449 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 72,197 1,448 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 72,075 1,445 0.0% 0.0% 235 0 0.0% Q2 2026 Jul 28, 2026
ALLIANCEBERNSTEIN L.P. History No change 68,827 1,424 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History No change 70,563 1,415 1.2% 1.2% 237 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 69,407 1,392 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
LHM, INC. History No change 69,231 1,388 0.47% 0.47% 239 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 69,064 1,385 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 06, 2026
Penbrook Management LLC History No change 68,500 1,374 0.88% 0.88% 241 0 0.0% Q2 2026 Jul 23, 2026
Farther Finance Advisors, LLC History Added to 57,134 1,344 0.01% 0.01% 242 +6,286 12.36% Q3 2026 Oct 08, 2026
17 CAPITAL PARTNERS, LLC History No change 66,110 1,326 0.6% 0.6% 243 0 0.0% Q2 2026 Aug 06, 2026
Arax Advisory Partners History No change 64,330 1,290 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 10, 2026
Advisory Resource Group History No change 63,190 1,267 0.19% 0.19% 245 0 0.0% Q2 2026 Jul 14, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 53,508 1,259 0.02% 0.02% 246 -4,953 -8.47% Q3 2026 Oct 01, 2026
RAELIPSKIE PARTNERSHIP History No change 61,738 1,238 0.47% 0.47% 247 0 0.0% Q2 2026 Aug 04, 2026
DLD Asset Management, LP History No change 60,614 1,215 0.08% 0.08% 248 0 0.0% Q2 2026 Aug 12, 2026
ABN AMRO INVESTMENT SOLUTIONS History No change 60,470 1,213 0.01% 0.01% 249 0 0.0% Q2 2026 Jul 23, 2026
XTX Topco Ltd History No change 59,857 1,200 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 59,806 1,199 0.06% 0.06% 251 0 0.0% Q2 2026 Aug 14, 2026
Qtron Investments LLC History No change 59,471 1,192 0.16% 0.16% 252 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 50,036 1,177 0.04% 0.03% 253 +6,412 14.7% Q3 2026 Oct 08, 2026
Hanson & Doremus Investment Management History No change 55,410 1,112 0.11% 0.11% 254 0 0.0% Q2 2026 Jul 29, 2026
S&CO INC History No change 55,000 1,103 0.06% 0.06% 255 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 53,512 1,093 0.04% 0.04% 256 0 0.0% Q2 2026 Aug 12, 2026
WINCAP FINANCIAL LLC History No change 54,110 1,085 0.59% 0.59% 257 0 0.0% Q2 2026 Jul 09, 2026
BAILARD, INC. History No change 53,796 1,079 0.02% 0.02% 258 0 0.0% Q2 2026 Jul 30, 2026
Havemeyer Place LP History No change 53,746 1,078 0.11% 0.11% 259 0 0.0% Q2 2026 Aug 13, 2026
Ellevest, Inc. History No change 50,982 1,067 0.13% 0.13% 260 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 52,779 1,058 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 11, 2026
Beacon Pointe Advisors, LLC History No change 52,532 1,053 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 18, 2026
SYON CAPITAL LLC History No change 52,503 1,053 0.05% 0.05% 263 0 0.0% Q2 2026 Aug 14, 2026
INTRUST BANK NA History No change 52,074 1,044 0.08% 0.08% 264 0 0.0% Q2 2026 Aug 05, 2026
GREENLEAF TRUST History No change 51,720 1,037 0.01% 0.01% 265 0 0.0% Q2 2026 Jul 21, 2026
Prosperity Consulting Group, LLC History No change 51,655 1,036 0.04% 0.04% 266 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 51,475 1,032 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 13, 2026
Sunstone Asset Management, LP History No change 49,626 995 1.08% 1.08% 268 0 0.0% Q2 2026 Aug 14, 2026
Altshuler Shaham Ltd History No change 569,186 992 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 12, 2026
OpenArc Corporate Advisory, LLC History No change 49,349 989 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 05, 2026
Stiles Financial Services Inc History No change 48,794 978 0.25% 0.25% 271 0 0.0% Q2 2026 Aug 12, 2026
Twin Tree Management, LP History No change 48,659 976 0.02% 0.02% 272 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 45,476 912 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 06, 2026
Future Fund LLC History No change 45,467 912 0.26% 0.26% 274 0 0.0% Q2 2026 Aug 12, 2026
HANCOCK WHITNEY CORP History No change 44,928 901 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 14, 2026
Alhambra Investment Management LLC History No change 44,803 898 0.39% 0.39% 276 0 0.0% Q2 2026 Jul 16, 2026
Composition Wealth, LLC History No change 44,001 882 0.01% 0.01% 277 0 0.0% Q2 2026 Jul 22, 2026
ESL Trust Services, LLC History No change 43,000 862 0.15% 0.15% 278 0 0.0% Q2 2026 Aug 13, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 42,871 859 0.32% 0.32% 279 0 0.0% Q2 2026 Jul 10, 2026
EARNEST PARTNERS LLC History No change 40,864 819 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 40,794 818 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 10, 2026
Marex Group Ltd History No change 40,610 814 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 40,500 812 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 14, 2026
FNY Investment Advisers, LLC History No change 40,000 802 0.29% 0.29% 284 0 0.0% Q2 2026 Jul 08, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 39,783 798 0.05% 0.05% 285 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 33,807 795 0.07% 0.05% 286 +7,748 29.73% Q3 2026 Oct 01, 2026
Parallel Advisors, LLC History No change 38,635 775 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 05, 2026
Venturi Wealth Management, LLC History No change 38,627 774 0.03% 0.03% 288 0 0.0% Q2 2026 Jul 20, 2026
HB Wealth Management, LLC History No change 38,150 765 0.0% 0.0% 289 0 0.0% Q2 2026 Jul 29, 2026
PDS Planning, Inc History No change 37,392 750 0.04% 0.04% 290 0 0.0% Q2 2026 Aug 05, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History No change 37,065 743 0.11% 0.11% 291 0 0.0% Q2 2026 Aug 12, 2026
DMC Group, LLC History No change 36,747 737 0.5% 0.5% 292 0 0.0% Q2 2026 Jul 28, 2026
GC Wealth Management RIA, LLC History No change 36,617 734 0.04% 0.04% 293 0 0.0% Q2 2026 Jul 16, 2026
Henshaw Capital LLC History No change 36,555 733 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 12, 2026
Fiera Capital Corp History No change 36,519 732 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History No change 35,734 716 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 28, 2026
HUB Investment Partners, LLC History No change 35,303 708 0.01% 0.01% 297 0 0.0% Q2 2026 Jul 31, 2026
WEALTH ALLIANCE, LLC History No change 34,914 700 0.06% 0.06% 298 0 0.0% Q2 2026 Aug 11, 2026
Five Oceans Advisors History No change 34,669 695 0.22% 0.22% 299 0 0.0% Q2 2026 Jul 15, 2026
Advisors Asset Management, Inc. History No change 34,627 694 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 33,446 670 0.01% 0.01% 301 0 0.0% Q2 2026 Jul 21, 2026
Dorato Capital Management History Added to 28,466 669 0.45% 0.34% 302 +4,492 18.74% Q3 2026 Oct 08, 2026
Apollon Wealth Management, LLC History No change 33,332 668 0.01% 0.01% 303 0 0.0% Q2 2026 Jul 22, 2026
Wealthspire Advisors, LLC History No change 33,016 662 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History No change 32,946 660 0.01% 0.01% 305 0 0.0% Q2 2026 Jul 27, 2026
PCM Encore, LLC History No change 32,739 656 0.12% 0.12% 306 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY TRUST CO History No change 32,620 654 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 13, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 32,401 649 0.06% 0.06% 308 0 0.0% Q2 2026 Jul 31, 2026
FARLEY CAPITAL L.P. History No change 32,350 648 0.51% 0.51% 309 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 31,742 636 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 31,664 635 0.01% 0.01% 311 0 0.0% Q2 2026 Jul 14, 2026
Marks Group Wealth Management, Inc History No change 31,163 625 0.05% 0.05% 312 0 0.0% Q2 2026 Jul 27, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 30,749 616 0.11% 0.11% 313 0 0.0% Q2 2026 Aug 17, 2026
Lido Advisors, LLC History No change 30,707 615 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 07, 2026
ALLIANZ SE History No change 30,650 614 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 10, 2026
Bridgewater Advisors Inc. History No change 27,115 613 0.03% 0.03% 316 0 0.0% Q2 2026 Aug 05, 2026
BLAIR WILLIAM & CO/IL History No change 30,266 607 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 11, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 30,042 602 0.09% 0.09% 318 0 0.0% Q2 2026 Aug 07, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 30,000 601 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 13, 2026
Strategic Investment Advisors / MI History No change 29,974 601 0.04% 0.04% 320 0 0.0% Q2 2026 Aug 14, 2026
PING CAPITAL MANAGEMENT, INC. History No change 30,000 601 0.15% 0.15% 321 0 0.0% Q2 2026 Jul 20, 2026
Concurrent Investment Advisors, LLC History No change 29,848 598 0.01% 0.01% 322 0 0.0% Q2 2026 Jul 27, 2026
Moors & Cabot, Inc. History No change 29,673 595 0.02% 0.02% 323 0 0.0% Q2 2026 Aug 10, 2026
Sivia Capital Partners, LLC History No change 29,251 586 0.07% 0.07% 324 0 0.0% Q2 2026 Jul 23, 2026
Itau Unibanco Holding S.A. History No change 29,000 581 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 28,949 580 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Advisor Solutions, LLC History No change 28,924 580 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 06, 2026
Checchi Capital Advisers, LLC History No change 28,666 575 0.03% 0.03% 328 0 0.0% Q2 2026 Aug 04, 2026
GUGGENHEIM CAPITAL LLC History No change 28,620 574 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 28,514 571 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 14, 2026
BKM Wealth Management, LLC History No change 28,433 570 0.2% 0.2% 331 0 0.0% Q2 2026 Jul 29, 2026
MISSION WEALTH MANAGEMENT, LP History No change 28,286 567 0.01% 0.01% 332 0 0.0% Q2 2026 Jul 20, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 28,151 564 0.09% 0.09% 333 0 0.0% Q2 2026 Aug 04, 2026
LYRICAL ASSET MANAGEMENT LP History No change 28,045 562 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 12, 2026
One Wealth Advisors, LLC History No change 27,891 559 0.06% 0.06% 335 0 0.0% Q2 2026 Aug 06, 2026
Y.D. More Investments Ltd History No change 27,900 559 0.02% 0.02% 336 0 0.0% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 27,218 558 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History No change 27,842 558 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 06, 2026
Minneapolis Portfolio Management Group, LLC History No change 27,480 551 0.05% 0.05% 339 0 0.0% Q2 2026 Jul 27, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 27,335 548 0.13% 0.13% 340 0 0.0% Q2 2026 Jul 28, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 27,359 548 0.03% 0.03% 341 0 0.0% Q2 2026 Aug 12, 2026
Williams Jones Wealth Management, LLC. History No change 27,080 543 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 27,014 541 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 03, 2026
TCTC Holdings, LLC History No change 26,813 537 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 26,455 530 0.1% 0.1% 345 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 26,405 529 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 06, 2026
Jupiter Topco LLC History No change 26,218 525 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 26,108 523 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 03, 2026
Integrated Wealth Concepts LLC History No change 26,033 522 0.0% 0.0% 349 0 0.0% Q2 2026 Sep 08, 2026
Portside Wealth Group, LLC History No change 26,025 522 0.06% 0.06% 350 0 0.0% Q2 2026 Jul 14, 2026
BigSur Wealth Management LLC History No change 25,925 520 0.13% 0.13% 351 0 0.0% Q2 2026 Jul 14, 2026
HBK Sorce Advisory LLC History No change 22,965 515 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 06, 2026
May Hill Capital, LLC History No change 25,419 509 0.11% 0.11% 353 0 0.0% Q2 2026 Aug 07, 2026
Independent Advisor Alliance History No change 25,357 508 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 12, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 25,254 506 0.06% 0.06% 355 0 0.0% Q2 2026 Aug 05, 2026
Pitcairn Wealth Advisors LLC History No change 25,213 505 0.06% 0.06% 356 0 0.0% Q2 2026 Aug 10, 2026
Welch Group, LLC History No change 25,156 504 0.02% 0.02% 357 0 0.0% Q2 2026 Jul 23, 2026
BSW Wealth Partners History No change 25,030 502 0.06% 0.06% 358 0 0.0% Q2 2026 Jul 15, 2026
Massar Capital Management, LP History No change 24,409 489 0.05% 0.05% 359 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 24,265 486 0.08% 0.08% 360 0 0.0% Q2 2026 Jul 24, 2026
Valeo Financial Advisors, LLC History Added to 20,644 485 0.01% 0.01% 361 +2,461 13.53% Q3 2026 Oct 08, 2026
Envestnet Portfolio Solutions, Inc. History No change 24,092 483 0.0% 0.0% 362 0 0.0% Q2 2026 Sep 23, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 23,855 478 0.13% 0.13% 363 0 0.0% Q2 2026 Jul 24, 2026
Third View Private Wealth, LLC History No change 23,738 476 0.06% 0.06% 364 0 0.0% Q2 2026 Jul 27, 2026
BRIGHTON JONES LLC History No change 23,715 475 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 11, 2026
SAGE RHINO CAPITAL LLC History No change 23,617 473 0.08% 0.08% 366 0 0.0% Q2 2026 Aug 03, 2026
ANCHYRA PARTNERS LLC History No change 23,626 473 0.11% 0.11% 367 0 0.0% Q2 2026 Jul 23, 2026
Rehmann Capital Advisory Group History No change 23,092 466 0.02% 0.02% 368 0 0.0% Q2 2026 Aug 20, 2026
SUMMITRY LLC History No change 23,035 462 0.02% 0.02% 369 0 0.0% Q2 2026 Jul 21, 2026
West Family Investments, Inc. History No change 22,918 459 0.13% 0.13% 370 0 0.0% Q2 2026 Aug 10, 2026
IHT Wealth Management, LLC History No change 22,709 455 0.01% 0.01% 371 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 22,552 452 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 22,459 450 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 06, 2026
Intesa Sanpaolo S.p.A. History No change 22,409 449 0.02% 0.02% 374 0 0.0% Q2 2026 Jul 31, 2026
RIVERSEDGE ADVISORS, LLC History Added to 18,902 444 0.05% 0.04% 375 +4,143 28.07% Q3 2026 Oct 09, 2026
LONDON CO OF VIRGINIA History No change 22,000 441 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 14, 2026
Strategic Global Advisors, LLC History No change 21,755 436 0.06% 0.06% 377 0 0.0% Q2 2026 Aug 14, 2026
Somerset Trust Co History No change 21,706 435 0.12% 0.12% 378 0 0.0% Q2 2026 Jul 06, 2026
COMMERCE BANK History No change 21,655 434 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 21,550 432 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 14, 2026
Abel Hall, LLC History No change 21,440 430 0.07% 0.07% 381 0 0.0% Q2 2026 Jul 24, 2026
Kathmere Capital Management, LLC History No change 21,357 428 0.02% 0.02% 382 0 0.0% Q2 2026 Jul 29, 2026
Leonteq Securities AG History No change 21,298 427 0.01% 0.01% 383 0 0.0% Q2 2026 Jul 27, 2026
Merit Financial Group, LLC History No change 21,323 427 0.0% 0.0% 384 0 0.0% Q2 2026 Jul 20, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 21,289 427 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 21,217 425 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 04, 2026
Hilltop Holdings Inc. History No change 21,089 423 0.03% 0.03% 387 0 0.0% Q2 2026 Aug 13, 2026
Twelve Points Wealth Management LLC History No change 21,063 422 0.08% 0.08% 388 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 20,954 420 0.08% 0.08% 389 0 0.0% Q2 2026 Aug 04, 2026
Abacus Wealth Partners, LLC History No change 20,579 412 0.04% 0.04% 390 0 0.0% Q2 2026 Jul 22, 2026
Steadtrust LLC History No change 20,250 406 0.21% 0.21% 391 0 0.0% Q2 2026 Jul 09, 2026
Aprio Wealth Management, LLC History No change 20,193 405 0.02% 0.02% 392 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 19,719 395 0.01% 0.01% 393 0 0.0% Q2 2026 Jul 24, 2026
LVW Advisors, LLC History No change 19,677 394 0.03% 0.03% 394 0 0.0% Q2 2026 Jul 15, 2026
Resonant Capital Advisors, LLC History No change 19,668 394 0.02% 0.02% 395 0 0.0% Q2 2026 Jul 24, 2026
Seed Wealth Management, Inc. History No change 19,625 393 0.25% 0.25% 396 0 0.0% Q2 2026 Jul 27, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 19,531 392 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 12, 2026
Integrated Advisors Network LLC History No change 19,561 392 0.02% 0.02% 398 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 19,185 384 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 06, 2026
FIRST HORIZON CORP History No change 18,521 371 0.01% 0.01% 400 0 0.0% Q2 2026 Jul 20, 2026
Gallacher Capital Management LLC History No change 18,503 371 0.21% 0.21% 401 0 0.0% Q2 2026 Jul 16, 2026
Cetera Trust Company, N.A History No change 18,025 361 0.18% 0.18% 402 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Advisors, LLC History No change 17,900 359 0.02% 0.02% 403 0 0.0% Q2 2026 Aug 11, 2026
CREDIT AGRICOLE S A History No change 17,652 354 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 14, 2026
Optas, LLC History No change 17,687 354 0.05% 0.05% 405 0 0.0% Q2 2026 Jul 21, 2026
Frec Markets, Inc. History No change 17,656 354 0.03% 0.03% 406 0 0.0% Q2 2026 Aug 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 17,490 350 0.03% 0.03% 407 0 0.0% Q2 2026 Aug 06, 2026
Prime Capital Investment Advisors, LLC History No change 17,426 349 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 05, 2026
Trust Point Inc. History No change 17,367 348 0.03% 0.03% 409 0 0.0% Q2 2026 Jul 08, 2026
SHUFRO ROSE & CO LLC History No change 17,246 345 0.02% 0.02% 410 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 17,216 345 0.03% 0.03% 411 0 0.0% Q2 2026 Aug 07, 2026
Atom Investors LP History No change 16,869 338 0.03% 0.03% 412 0 0.0% Q2 2026 Aug 14, 2026
Hardy Reed LLC History No change 16,716 335 0.02% 0.02% 413 0 0.0% Q2 2026 Aug 03, 2026
GTS SECURITIES LLC History No change 16,514 331 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 14, 2026
SEARLE & CO. History No change 16,500 330 0.07% 0.07% 415 0 0.0% Q2 2026 Jul 27, 2026
SHELTON CAPITAL MANAGEMENT History No change 16,314 327 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History No change 16,336 327 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 10, 2026
Wedmont Private Capital History Added to 13,630 326 0.01% 0.01% 418 +427 3.23% Q3 2026 Oct 09, 2026
Allworth Financial LP History No change 16,170 324 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 11, 2026
FCA CORP /TX History No change 16,000 320 0.08% 0.08% 420 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History No change 15,817 317 0.01% 0.01% 421 0 0.0% Q2 2026 Jul 31, 2026
Abundance Wealth Counselors History No change 15,703 315 0.02% 0.02% 422 0 0.0% Q2 2026 Jul 23, 2026
Philip James Wealth Mangement, LLC History No change 15,752 315 0.04% 0.04% 423 0 0.0% Q2 2026 Jul 27, 2026
ATLAS CAPITAL ADVISORS INC. History No change 15,665 314 0.03% 0.03% 424 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 15,323 307 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 07, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 15,313 307 0.17% 0.17% 426 0 0.0% Q2 2026 Jul 20, 2026
Ascent Group, LLC History No change 15,213 305 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 03, 2026
NICOLET BANKSHARES INC History No change 14,186 300 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 11, 2026
INTERCAPITAL, LLC History No change 15,000 300 0.07% 0.07% 429 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History Added to 12,534 294 0.05% 0.04% 430 +1,651 15.17% Q3 2026 Oct 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 14,616 293 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 14, 2026
Anchor Investment Management, LLC History No change 14,565 292 0.02% 0.02% 432 0 0.0% Q2 2026 Sep 15, 2026
SEEDS INVESTOR LLC History No change 14,509 291 0.03% 0.03% 433 0 0.0% Q2 2026 Aug 12, 2026
SYM FINANCIAL Corp History No change 14,311 287 0.02% 0.02% 434 0 0.0% Q2 2026 Aug 04, 2026
Phoenix Financial Ltd. History No change 14,300 286 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 11, 2026
Pekin Hardy Strauss, Inc. History No change 14,222 285 0.03% 0.03% 436 0 0.0% Q2 2026 Jul 30, 2026
DEARBORN PARTNERS LLC History No change 13,811 285 0.02% 0.02% 437 0 0.0% Q2 2026 Aug 13, 2026
Traveka Wealth, LLC History No change 14,178 284 0.09% 0.09% 438 0 0.0% Q2 2026 Jul 21, 2026
Advisory Services Network, LLC History No change 14,076 282 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 12, 2026
Aljian Capital Management, LLC History No change 14,085 282 0.05% 0.05% 440 0 0.0% Q2 2026 Aug 07, 2026
Crestwood Advisors Group, LLC History No change 13,919 279 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 03, 2026
Stonebrook Private Inc. History No change 13,770 276 0.05% 0.05% 442 0 0.0% Q2 2026 Aug 14, 2026
Wilkinson Global Asset Management LLC History No change 13,730 275 0.02% 0.02% 443 0 0.0% Q2 2026 Aug 06, 2026
Heritage Family Offices, LLP History No change 13,563 272 0.11% 0.11% 444 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 13,563 272 0.11% 0.11% 445 0 0.0% Q2 2026 Jul 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 13,471 270 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History No change 13,125 263 0.02% 0.02% 447 0 0.0% Q2 2026 Aug 14, 2026
NORDEN GROUP LLC History No change 13,156 263 0.02% 0.02% 448 0 0.0% Q2 2026 Jul 29, 2026
B. Riley Wealth Advisors, Inc. History No change 12,838 262 0.01% 0.01% 449 0 0.0% Q2 2026 Jul 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 13,020 261 0.0% 0.0% 450 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History No change 12,996 260 0.02% 0.02% 451 0 0.0% Q2 2026 Jul 23, 2026
South Shore Capital Advisors History No change 12,998 260 0.17% 0.17% 452 0 0.0% Q2 2026 Jul 30, 2026
FLOW TRADERS U.S. LLC History No change 12,904 259 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 14, 2026
55 North Private Wealth, LLC History No change 12,888 258 0.05% 0.05% 454 0 0.0% Q2 2026 Jul 07, 2026
Capital Group Private Client Services, Inc. History No change 12,784 256 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 12, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 12,758 255 0.04% 0.04% 456 0 0.0% Q2 2026 Jul 21, 2026
Gryphon Financial Partners LLC History No change 12,632 253 0.02% 0.02% 457 0 0.0% Q2 2026 Aug 05, 2026
Chicago Capital, LLC History No change 12,615 253 0.01% 0.01% 458 0 0.0% Q2 2026 Jul 27, 2026
AE Wealth Management LLC History No change 12,522 251 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 03, 2026
DIAMANT ASSET MANAGEMENT, INC. History No change 12,500 250 0.17% 0.17% 460 0 0.0% Q2 2026 Jul 30, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 12,474 250 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 12,397 248 0.01% 0.01% 462 0 0.0% Q2 2026 Jul 28, 2026
White Knight Strategic Wealth Advisors, LLC History No change 12,325 247 0.17% 0.17% 463 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 12,311 246 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 12,229 245 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 27, 2026
SageView Advisory Group, LLC History No change 12,257 245 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 11,975 240 0.01% 0.01% 467 0 0.0% Q2 2026 Jul 27, 2026
Florida Trust Wealth Management Co History No change 11,951 239 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 27, 2026
Pallas Capital Advisors LLC History No change 11,905 238 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Financial Group, LLC/CA History No change 11,897 238 0.03% 0.03% 470 0 0.0% Q2 2026 Aug 13, 2026
DELTA FINANCIAL ADVISORS LLC History No change 11,800 236 0.06% 0.06% 471 0 0.0% Q2 2026 Aug 05, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 11,746 235 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 05, 2026
Schonfeld Strategic Advisors LLC History No change 11,705 234 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 11,600 232 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 14, 2026
Canopy Partners, LLC History No change 11,534 231 0.07% 0.07% 475 0 0.0% Q2 2026 Jul 22, 2026
Point72 Asset Management, L.P. History No change 11,500 230 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 11,510 230 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 11,493 230 0.01% 0.01% 478 0 0.0% Q2 2026 Jul 17, 2026
Cromwell Holdings LLC History No change 11,455 229 0.1% 0.1% 479 0 0.0% Q2 2026 Jul 13, 2026
PFG Investments, LLC History No change 11,299 226 0.01% 0.01% 480 0 0.0% Q2 2026 Jul 23, 2026
GeoWealth Management, LLC History No change 11,257 225 0.01% 0.01% 481 0 0.0% Q2 2026 Jul 30, 2026
71 West Capital Partners History No change 11,245 225 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 04, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 11,181 224 0.04% 0.04% 483 0 0.0% Q2 2026 Jul 21, 2026
Park Place Capital Corp History No change 11,212 224 0.04% 0.04% 484 0 0.0% Q2 2026 Aug 13, 2026
Keel Point, LLC History No change 11,132 223 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 14, 2026
180 WEALTH ADVISORS, LLC History No change 11,091 222 0.02% 0.02% 486 0 0.0% Q2 2026 Jul 07, 2026
Balefire, LLC History New 9,421 221 0.03% — 487 +9,421 New Q3 2026 Oct 09, 2026
Sowell Financial Services LLC History No change 11,007 220 0.01% 0.01% 488 0 0.0% Q2 2026 Jul 17, 2026
Summit Financial, LLC History No change 11,005 220 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History New 9,301 218 0.01% — 490 +9,301 New Q3 2026 Oct 08, 2026
Portland Global Advisors LLC History No change 10,815 216 0.02% 0.02% 491 0 0.0% Q2 2026 Aug 13, 2026
Parallax Volatility Advisers, L.P. History No change 10,800 216 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 10,758 215 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 14, 2026
Baker Ellis Asset Management LLC History No change 10,675 214 0.02% 0.02% 494 0 0.0% Q2 2026 Jul 23, 2026
Crewe Advisors LLC History No change 10,629 213 0.02% 0.02% 495 0 0.0% Q2 2026 Jul 23, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 10,507 210 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 04, 2026
Jacobi Capital Management LLC History No change 10,471 210 0.01% 0.01% 497 0 0.0% Q2 2026 Jul 31, 2026
MEYER HANDELMAN CO History No change 10,435 209 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 03, 2026
NATIXIS History No change 10,397 208 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 10,331 207 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 17, 2026
Center For Asset Management LLC History No change 10,327 207 0.09% 0.09% 501 0 0.0% Q2 2026 Jul 27, 2026
Choate Investment Advisors History No change 10,230 205 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 10,231 205 0.0% 0.0% 503 0 0.0% Q2 2026 Jul 16, 2026
CERTUITY, LLC History No change 10,189 204 0.01% 0.01% 504 0 0.0% Q2 2026 Jul 28, 2026
RD Lewis Holdings, Inc. History No change 8,531 202 0.15% 0.15% 505 0 0.0% Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 9,526 191 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 9,170 183 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 14, 2026
UMB Bank, n.a. History No change 8,437 169 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 7,816 156 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 7,320 146 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 06, 2026
Arlington Trust Co LLC History No change 7,316 146 0.01% 0.01% 511 0 0.0% Q2 2026 Jul 07, 2026
Plante Moran Financial Advisors, LLC History No change 7,266 145 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 06, 2026
TORONTO DOMINION BANK History No change 6,981 140 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 5,860 137 0.01% 0.01% 514 -780 -11.75% Q3 2026 Oct 07, 2026
PALLADIEM, LLC History No change 6,825 136 0.13% 0.13% 515 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 6,720 134 0.0% 0.0% 516 0 0.0% Q2 2026 Jul 20, 2026
Geneos Wealth Management Inc. History No change 6,344 127 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 6,272 125 0.05% 0.05% 518 0 0.0% Q2 2026 Jul 08, 2026
Continuum Advisory, LLC History No change 5,842 117 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 06, 2026
MATHER GROUP, LLC. History No change 5,828 116 0.0% 0.0% 520 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 5,488 110 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 13, 2026
Maj Invest Holding A/S History No change 5,500 110 0.01% 0.01% 522 0 0.0% Q2 2026 Jul 09, 2026
Caitong International Asset Management Co., Ltd History No change 5,420 108 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 04, 2026
Quent Capital, LLC History No change 4,948 99 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 07, 2026
VESTOR CAPITAL, LLC History No change 824 97 0.01% 0.01% 525 0 0.0% Q2 2026 Jul 28, 2026
Hilltop National Bank History No change 4,776 95 0.02% 0.02% 526 0 0.0% Q2 2026 Jul 01, 2026
V-Square Quantitative Management LLC History No change 4,726 94 0.01% 0.01% 527 0 0.0% Q2 2026 Jul 27, 2026
LANARK FINANCIAL, INC. History No change 4,661 93 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF VERMONT History No change 4,500 90 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 07, 2026
Grove Bank & Trust History Reduced 3,780 88 0.01% 0.01% 530 -708 -15.78% Q3 2026 Oct 08, 2026
Institute for Wealth Management, LLC. History No change 4,212 84 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 28, 2026
Cape Investment Advisory, Inc. History No change 4,051 81 0.02% 0.02% 532 0 0.0% Q2 2026 Jul 23, 2026
Bruce G. Allen Investments, LLC History No change 4,074 81 0.05% 0.05% 533 0 0.0% Q2 2026 Jul 31, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History No change 4,001 80 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 23, 2026
JTC Employer Solutions Trustee Ltd History No change 4,000 80 0.01% 0.01% 535 0 0.0% Q2 2026 Jul 31, 2026
Accent Capital Management, LLC History No change 3,896 78 0.03% 0.03% 536 0 0.0% Q2 2026 Aug 12, 2026
Owl Creek Wealth Partners LLC History No change 3,589 71 0.02% 0.02% 537 0 0.0% Q2 2026 Jul 20, 2026
FEDERATED HERMES, INC. History No change 3,498 70 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 3,447 69 0.0% 0.0% 539 0 0.0% Q2 2026 Sep 04, 2026
Corient IA LP History No change 3,460 69 0.06% 0.06% 540 0 0.0% Q2 2026 Aug 12, 2026
Ares Financial Consulting, LLC History No change 3,485 69 0.05% 0.05% 541 0 0.0% Q2 2026 Jul 09, 2026
Manchester Capital Management LLC History No change 3,430 68 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 3,387 67 0.01% 0.01% 543 0 0.0% Q2 2026 Jul 28, 2026
Elequin Capital, LP History No change 2,914 58 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History No change 2,860 57 0.01% 0.01% 545 0 0.0% Q2 2026 Jul 27, 2026
True Wealth Design, LLC History No change 2,867 57 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 16, 2026
REXFORD CAPITAL INC History No change 2,815 56 0.03% 0.03% 547 0 0.0% Q2 2026 Jul 29, 2026
Horizon Investments, LLC History No change 2,703 54 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 2,677 53 0.01% 0.01% 549 0 0.0% Q2 2026 Aug 11, 2026
Community Bank, N.A. History No change 2,590 51 0.01% 0.01% 550 0 0.0% Q2 2026 Aug 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 2,512 50 0.04% 0.04% 551 0 0.0% Q2 2026 Aug 18, 2026
EASTERN BANK History Reduced 2,102 49 0.0% 0.0% 552 -2 -0.1% Q3 2026 Oct 05, 2026
Salomon & Ludwin, LLC History No change 2,451 49 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 07, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 2,395 48 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 2,421 48 0.0% 0.0% 555 0 0.0% Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History No change 2,328 46 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 22, 2026
PITTENGER & ANDERSON INC History No change 2,265 45 0.0% 0.0% 557 0 0.0% Q2 2026 Jul 27, 2026
GK Wealth Management LLC History New 1,910 44 0.02% — 560 +1,910 New Q3 2026 Oct 09, 2026
Atlantic Union Bankshares Corp History No change 2,202 44 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 11, 2026
Ameliora Wealth Management Ltd. History No change 2,200 44 0.01% 0.01% 559 0 0.0% Q2 2026 Jul 24, 2026
Founders Capital Management History No change 2,005 40 0.02% 0.02% 561 0 0.0% Q2 2026 Jul 21, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,982 39 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 10, 2026
Fairscale Capital, LLC History No change 1,988 39 0.02% 0.02% 563 0 0.0% Q2 2026 Aug 07, 2026
Financial Management Professionals, Inc. History No change 1,908 38 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 09, 2026
Fortitude Family Office, LLC History No change 1,810 36 0.01% 0.01% 565 0 0.0% Q2 2026 Jul 20, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,720 34 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 1,676 33 0.0% 0.0% 567 0 0.0% Q2 2026 Jul 31, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,623 32 0.0% 0.0% 568 0 0.0% Q2 2026 Jul 31, 2026
Evelyn Partners Group Ltd History No change 1,600 32 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Bancorp, Inc. History No change 1,564 31 0.01% 0.01% 570 0 0.0% Q2 2026 Jul 28, 2026
Retirement Wealth Solutions LLC History Added to 1,316 30 0.02% 0.0% 575 +834 173.03% Q3 2026 Oct 07, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,506 30 0.0% 0.0% 571 0 0.0% Q2 2026 Jul 16, 2026
JFS WEALTH ADVISORS, LLC History No change 1,510 30 0.0% 0.0% 572 0 0.0% Q2 2026 Jul 10, 2026
Operose Advisors LLC History No change 1,520 30 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 13, 2026
Quantum Portfolio Management LLC History No change 1,509 30 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 14, 2026
BAILLIE GIFFORD & CO History No change 1,488 29 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 06, 2026
General Partner, Inc. History No change 1,245 29 0.02% 0.01% 577 0 0.0% Q3 2026 Oct 05, 2026
Tower Research Capital LLC (TRC) History No change 1,405 28 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 11, 2026
Physician Wealth Advisors, Inc. History No change 1,397 28 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 20, 2026
CVA Family Office, LLC History No change 1,431 28 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 07, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 1,375 27 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,345 26 0.0% 0.0% 582 0 0.0% Q2 2026 Jul 07, 2026
FINANCIAL CONSULATE, INC History No change 1,331 26 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 23, 2026
AMERIFLEX GROUP, INC. History No change 1,316 26 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 13, 2026
Tacita Capital Inc History No change 1,275 25 0.01% 0.01% 585 0 0.0% Q2 2026 Aug 10, 2026
GW&K Investment Management, LLC History No change 1,185 24 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 1,168 24 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 1,207 24 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Added to 1,000 23 0.0% — 592 +985 6566.67% Q3 2026 Oct 08, 2026
COUNTRY TRUST BANK History No change 1,171 23 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 15, 2026
TD Capital Management LLC History No change 1,162 23 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 06, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1,184 23 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 27, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,167 23 0.0% 0.0% 593 0 0.0% Q2 2026 Jul 15, 2026
Vision Retirement, LLC History No change 1,160 23 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 21, 2026
Measured Wealth Private Client Group, LLC History No change 1,135 22 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 10, 2026
TSFG, LLC History No change 1,100 22 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 23, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,000 20 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 22, 2026
Signature Equity Partners, LLC History No change 1,032 20 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 847 19 0.01% — 601 +847 New Q3 2026 Oct 09, 2026
Asset Dedication, LLC History No change 995 19 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 995 19 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 24, 2026
North Star Investment Management Corp. History No change 918 18 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 28, 2026
Addison Advisors LLC History No change 905 18 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 10, 2026
Bare Financial Services, Inc History No change 911 18 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 27, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 935 18 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 11, 2026
NATIONAL BANK OF CANADA /FI/ History No change 786 16 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 10, 2026
Bogart Wealth, LLC History No change 810 16 0.0% 0.0% 607 0 0.0% Q2 2026 Jul 24, 2026
Strategic Wealth Partners, Ltd. History No change 811 16 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 12, 2026
Cherry Tree Wealth Management, LLC History No change 825 16 0.0% 0.0% 609 0 0.0% Q2 2026 Sep 15, 2026
MASECO LLP History No change 815 16 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 05, 2026
Advocate Investing Services LLC History No change 845 16 0.01% 0.01% 611 0 0.0% Q2 2026 Jul 28, 2026
Silver Grove Financial Group, Inc. History No change 828 16 0.01% 0.01% 612 0 0.0% Q2 2026 Aug 13, 2026
Robinswood Financial LLC History No change 835 16 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 760 15 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 20, 2026
Ancora Advisors LLC History No change 762 15 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 14, 2026
High Note Wealth, LLC History No change 788 15 0.0% 0.0% 616 0 0.0% Q2 2026 Jul 23, 2026
Bell Investment Advisors, Inc History No change 791 15 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 06, 2026
Murphy & Mullick Capital Management Corp History No change 765 15 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 796 15 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 724 14 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 28, 2026
Raiffeisen Bank International AG History No change 725 14 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 03, 2026
Kilter Group LLC History No change 727 14 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 11, 2026
Transamerica Financial Advisors, LLC History No change 680 13 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 14, 2026
Oakworth Capital, Inc. History No change 650 13 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 22, 2026
Spire Wealth Management History No change 675 13 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 15, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 560 13 0.0% 0.0% 626 0 0.0% Q3 2026 Oct 07, 2026
Cornerstone Financial Management LLC History No change 668 13 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 28, 2026
First Command Advisory Services, Inc. History No change 626 12 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 10, 2026
Signature Resources Capital Management, LLC History No change 600 12 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 622 12 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History No change 571 11 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 29, 2026
AdvisorNet Financial, Inc History No change 573 11 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 23, 2026
J.Safra Asset Management Corp History No change 559 11 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 06, 2026
IFS Advisors, LLC History No change 590 11 0.01% 0.01% 634 0 0.0% Q2 2026 Aug 10, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 571 11 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 557 11 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 10, 2026
Valued Wealth Advisors LLC History No change 575 11 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 20, 2026
HM PAYSON & CO History No change 500 10 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 17, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 527 10 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 14, 2026
CKW FINANCIAL GROUP History No change 500 10 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 24, 2026
Jackson, Grant Investment Advisers, Inc. History No change 505 10 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 31, 2026
SHP Wealth Management History No change 517 10 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 11, 2026
Frazier Financial Advisors, LLC History No change 546 10 0.01% 0.01% 643 0 0.0% Q2 2026 Aug 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 500 10 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 13, 2026
CITY HOLDING CO History No change 458 9 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 10, 2026
ALBION FINANCIAL GROUP /UT History No change 450 9 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 22, 2026
BOK Financial Private Wealth, Inc. History No change 460 9 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 07, 2026
HHM Wealth Advisors, LLC History No change 466 9 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Planning Group LLC History No change 454 9 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 29, 2026
MTM Investment Management, LLC History No change 460 9 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 03, 2026
Washington Trust Advisors, Inc. History No change 458 9 0.0% 0.0% 651 0 0.0% Q2 2026 Jul 29, 2026
Napier Financial, LLC History No change 490 9 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 31, 2026
PROFFITT & GOODSON INC History No change 401 8 0.0% 0.0% 653 0 0.0% Q2 2026 Jul 22, 2026
Winch Advisory Services, LLC History No change 448 8 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 06, 2026
CNB Bank History No change 400 8 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 06, 2026
MANNING & NAPIER ADVISORS LLC History No change 372 7 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 378 7 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 21, 2026
Turim 21 Investimentos Ltda. History No change 354 7 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 378 7 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 20, 2026
JPL Wealth Management, LLC History No change 372 7 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 13, 2026
Fairman Group, LLC History No change 352 7 0.01% 0.01% 661 0 0.0% Q2 2026 Aug 04, 2026
Ascentis Wealth Management, LLC History No change 382 7 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 30, 2026
Planning Strategies Inc. History New 265 6 0.0% — 672 +265 New Q3 2026 Oct 02, 2026
CX Institutional History Reduced 234 6 0.0% 0.0% 667 -239 -50.53% Q3 2026 Oct 02, 2026
MONTAG A & ASSOCIATES INC History No change 310 6 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 345 6 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 14, 2026
IMA Advisory Services, Inc. History No change 342 6 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 10, 2026
Silicon Valley Capital Partners History No change 334 6 0.0% 0.0% 666 0 0.0% Q2 2026 Sep 21, 2026
SOA Wealth Advisors, LLC. History No change 6,147 6 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 21, 2026
Acumen Wealth Advisors, LLC History No change 304 6 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 03, 2026
Principia Wealth Advisory, LLC History No change 345 6 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 26, 2026
MidFirst Bank History No change 301 6 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 264 5 0.0% 0.0% 673 0 0.0% Q2 2026 Sep 02, 2026
TOMPKINS FINANCIAL CORP History No change 250 5 0.0% 0.0% 674 0 0.0% Q3 2026 Oct 05, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 285 5 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 20, 2026
WELLINGTON-ALTUS USA INC. History No change 260 5 0.0% 0.0% 676 0 0.0% Q2 2026 Sep 17, 2026
Prestige Wealth Management Group LLC History No change 280 5 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 285 5 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 03, 2026
Financial Network Wealth Advisors LLC History No change 284 5 0.01% 0.01% 679 0 0.0% Q2 2026 Jul 29, 2026
Whipplewood Advisors, LLC History No change 250 5 0.0% 0.0% 680 0 0.0% Q2 2026 Jul 27, 2026
Essential Partners LLC History No change 268 5 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 10, 2026
DEUTSCHE BANK AG\ History No change 234 4 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 07, 2026
Smithfield Trust Co History No change 220 4 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 05, 2026
MOTCO History No change 221 4 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 31, 2026
SITTNER & NELSON, LLC History No change 218 4 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 07, 2026
Beaird Harris Wealth Management, LLC History No change 229 4 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 08, 2026
JDM Financial Group LLC History No change 205 4 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 17, 2026
Markowski Investments History No change 231 4 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 160 3 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 08, 2026
DecisionPoint Financial, LLC History No change 160 3 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 05, 2026
Coston, McIsaac & Partners History No change 190 3 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 12, 2026
Abound Wealth Management History No change 190 3 0.0% 0.0% 692 0 0.0% Q2 2026 Jul 10, 2026
Nemes Rush Group LLC History No change 165 3 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 14, 2026
WEST PACES ADVISORS INC. History No change 159 3 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 17, 2026
Wiser Advisor Group LLC History No change 151 3 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 14, 2026
Granite FO LLC History No change 160 3 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 15, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 196 3 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 135 3 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 159 3 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 11, 2026
TOTH FINANCIAL ADVISORY CORP History No change 107 2 0.0% 0.0% 700 0 0.0% Q3 2026 Oct 08, 2026
Ameritas Investment Partners, Inc. History No change 101 2 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 100 2 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 11, 2026
Avion Wealth History No change 131 2 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 31, 2026
Elevated Capital Advisors, LLC History No change 115 2 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 03, 2026
WOLFF WIESE MAGANA LLC History No change 100 2 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 13, 2026
Private Wealth Asset Management, LLC History No change 100 2 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 11, 2026
Gould Capital, LLC History No change 125 2 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 07, 2026
Dunhill Financial, LLC History No change 123 2 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 07, 2026
Rachor Investment Advisory Services, LLC History No change 100 2 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 16, 2026
Tidemark, LLC History No change 121 2 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 10, 2026
American Capital Advisory, LLC History No change 122 2 0.0% 0.0% 711 0 0.0% Q2 2026 Jul 28, 2026
YANKCOM Partnership History No change 115 2 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 21, 2026
WPG Advisers, LLC History No change 115 2 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 05, 2026
Benson Wealth Management INC History No change 129 2 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 10, 2026
GODSEY & GIBB, INC History No change 75 1 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 13, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 50 1 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 07, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 68 1 0.0% 0.0% 717 0 0.0% Q2 2026 Jul 21, 2026
GHP Investment Advisors, Inc. History No change 56 1 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 17, 2026
Heritage Wealth Advisors History No change 90 1 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 14, 2026
MV CAPITAL MANAGEMENT, INC. History No change 95 1 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 30, 2026
Darwin Wealth Management, LLC History No change 80 1 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 21, 2026
Mascoma Wealth Management LLC History No change 55 1 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 24, 2026
Stone House Investment Management, LLC History No change 80 1 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 05, 2026
NFSG Corp History No change 71 1 0.0% 0.0% 724 0 0.0% Q2 2026 Aug 14, 2026
Byrne Asset Management LLC History No change 80 1 0.0% 0.0% 725 0 0.0% Q3 2026 Oct 06, 2026
Trifecta Capital Advisors, LLC History No change 50 1 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 03, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 88 1 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 14, 2026
Nova Wealth Management, Inc. History No change 98 1 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 13, 2026
Noble Wealth Management PBC History No change 47 1 0.0% — 729 0 0.0% Q3 2026 Oct 01, 2026
Dogwood Wealth Management LLC History No change 80 1 0.0% 0.0% 730 0 0.0% Q2 2026 Jul 06, 2026
KERR FINANCIAL PLANNING Corp History No change 90 1 0.0% 0.0% 731 0 0.0% Q2 2026 Jul 02, 2026
Allied Private Wealth LLC History No change 80 1 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 09, 2026
Highland Investment Advisors LLC History No change 77 1 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 13, 2026
CogentBlue Wealth Advisors, LLC History Closed out 0 0 — 0.14% — -12,660 -100.0% Q3 2026 Oct 09, 2026
Davis Capital Management History New 25 0 — — — +25 New Q3 2026 Oct 08, 2026
ATWOOD & PALMER INC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 08, 2026
WEBSTER BANK, N. A. History No change 43 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Financial Gravity Companies, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 37 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Trust Co History No change 27 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Roble, Belko & Company, Inc History No change 5 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
NVWM, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
IFG Advisory, LLC History No change 45 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 25 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Strengthening Families & Communities, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Smallwood Wealth Investment Management, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Kingdom Financial Group LLC. History No change 30 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Mosley Wealth Management History No change 34 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 20 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Investment Management History No change 42 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Copia Wealth Management History No change 36 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Keating Financial Advisory Services, Inc. History No change 40 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Nvest Wealth Strategies, Inc. History No change 17 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Monetary Solutions, Ltd History No change 49 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Downshift Financial, LLC History No change 38 0 — — — 0 0.0% Q2 2026 Aug 12, 2026