Virgin Galactic Holdings, Inc - SPCE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 8,458,648 24,445 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 7,931,674 22,922 0.0% 0.0% 2 0 0.0% Q2 2026 Sep 22, 2026
Context Capital Management, LLC History No change 6,559,681 18,957 0.37% 0.37% 3 0 0.0% Q2 2026 Jul 23, 2026
CITADEL ADVISORS LLC History No change 6,464,300 18,681 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 02, 2026
JANE STREET GROUP, LLC History No change 5,133,091 14,834 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,457,274 12,881 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 4,111,206 11,881 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,832,079 11,074 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 2,993,010 8,649 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 2,808,095 8,115 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 2,533,300 7,321 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,526,404 7,302 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
Focus Financial Network, Inc. History No change 2,380,623 6,880 0.21% 0.21% 13 0 0.0% Q2 2026 Jul 09, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 2,033,098 5,875 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 1,849,378 5,344 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 03, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 1,772,600 5,122 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 10, 2026
SIMPLEX TRADING, LLC History No change 1,626,479 4,700 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,524,672 4,406 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 978,276 2,827 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 903,890 2,612 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 869,380 2,512 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
Avantax Planning Partners, Inc. History No change 867,718 2,507 0.06% 0.06% 22 0 0.0% Q2 2026 Jul 28, 2026
Point72 Asset Management, L.P. History No change 829,627 2,397 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 774,749 2,239 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 762,238 2,202 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 688,737 1,990 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 675,171 1,951 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 647,200 1,870 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
RBF Capital, LLC History No change 616,185 1,780 0.07% 0.07% 29 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 616,104 1,780 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 614,664 1,776 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 457,129 1,343 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 12, 2026
Walleye Capital LLC History No change 351,326 1,015 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 03, 2026
Parallax Volatility Advisers, L.P. History No change 278,400 804 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Militia Capital Management LLC History No change 277,700 802 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 12, 2026
Kultura Capital Management LP History No change 242,700 701 0.13% 0.13% 36 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 233,914 676 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 06, 2026
TUDOR INVESTMENT CORP ET AL History No change 215,445 622 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 200,000 578 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
ABC ARBITRAGE SA History No change 188,496 544 0.06% 0.06% 40 0 0.0% Q2 2026 Jul 20, 2026
OSAIC HOLDINGS, INC. History No change 186,926 540 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 218,460 530 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 165,801 479 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 164,765 476 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History No change 155,496 449 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
DeepCurrents Investment Group LLC History No change 1,457 421 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
Shaolin Capital Management LLC History No change 140,126 404 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 135,176 390 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 134,834 389 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 134,444 389 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 125,490 362 0.09% 0.09% 51 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 116,142 335 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 03, 2026
HRT FINANCIAL LP History No change 114,300 330 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 106,887 308 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 07, 2026
RHUMBLINE ADVISERS History No change 105,783 305 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 11, 2026
Susquehanna Portfolio Strategies, LLC History No change 105,098 303 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 102,718 296 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 96,215 278 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 94,273 272 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 92,955 268 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 46,583 266 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 10, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 85,000 245 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 75,000 216 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 68,907 199 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 12, 2026
Verition Fund Management LLC History No change 62,500 180 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 58,042 167 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 56,673 163 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
Crawford Fund Management, LLC History No change 55,000 158 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 52,025 150 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 50,179 145 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 49,582 143 0.0% 0.0% 71 0 0.0% Q2 2026 Jul 22, 2026
J. Safra Sarasin Holding AG History No change 45,346 131 0.0% 0.0% 72 0 0.0% Q2 2026 Jul 31, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 44,000 127 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
Marathon Trading Investment Management LLC History No change 43,190 124 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 45,050 123 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 42,540 122 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 41,205 119 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 39,349 113 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 37,981 109 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History No change 37,301 107 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 29,883 86 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 28,496 82 0.0% 0.0% 82 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 30,366 78 0.0% 0.0% 83 0 0.0% Q2 2026 Jul 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 26,122 75 0.0% 0.0% 84 0 0.0% Q2 2026 Sep 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 25,592 73 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 10, 2026
AXQ CAPITAL, LP History No change 25,522 73 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 06, 2026
SIH Partners, LLLP History No change 25,590 73 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Ursa Fund Management, LLC History No change 25,000 72 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 22,284 64 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 07, 2026
Aspen Grove Capital, LLC History No change 20,000 57 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 19,712 56 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 07, 2026
Rafferty Asset Management, LLC History No change 18,809 54 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 18,363 53 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 18,163 52 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 17,766 51 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 17,232 49 0.0% 0.0% 96 0 0.0% Q2 2026 Jul 27, 2026
Belvedere Trading LLC History No change 16,684 48 0.0% 0.0% 97 0 0.0% Q2 2026 Jul 31, 2026
NFSG Corp History No change 15,425 44 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 15,032 43 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 14,575 42 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 13,200 38 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 13,223 38 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History No change 12,650 36 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 11, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 12,300 35 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 12,099 34 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
Themes Management Co LLC History No change 11,796 34 0.02% 0.02% 106 0 0.0% Q2 2026 Jul 21, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 11,567 33 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 07, 2026
XTX Topco Ltd History No change 11,263 32 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 10,816 31 0.0% 0.0% 109 0 0.0% Q2 2026 Jul 17, 2026
Sequoia Financial Advisors, LLC History No change 10,530 30 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 17, 2026
VISTA INVESTMENT PARTNERS LLC History No change 10,650 30 0.01% 0.01% 111 0 0.0% Q2 2026 Jul 09, 2026
B. Riley Wealth Advisors, Inc. History No change 10,196 29 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 10,217 29 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 27, 2026
BNP PARIBAS History No change 9,710 28 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
Phoenix Financial Ltd. History No change 10,000 28 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 9,339 26 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 9,062 26 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Investment Partners, Inc. History No change 8,768 25 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
Central Pacific Bank - Trust Division History No change 6,906 19 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 07, 2026
EFG International AG History No change 6,500 18 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 5,900 17 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 29, 2026
Tower Research Capital LLC (TRC) History No change 4,655 13 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 4,419 12 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 3,866 11 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 3,468 10 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 3,597 10 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History No change 1,947 5 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 28, 2026
Leonteq Securities AG History No change 1,793 5 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,445 4 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
Intesa Sanpaolo S.p.A. History No change 1,671 4 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 31, 2026
Elequin Capital, LP History No change 1,509 4 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Activest Wealth Management History No change 1,575 4 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 16, 2026
Cape Investment Advisory, Inc. History No change 1,675 4 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 23, 2026
Quarry LP History No change 1,710 4 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 1,331 3 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 24, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 589 3 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History No change 825 2 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 02, 2026
EASTERN BANK History No change 1,000 2 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 01, 2026
TORNO CAPITAL, LLC History No change 700 2 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Union Bancaire Privee, UBP SA History No change 616 1 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 16, 2026
TD Waterhouse Canada Inc. History No change 665 1 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 27, 2026
Wealth Enhancement Trust Services, Inc. History No change 478 1 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 22, 2026
FIFTH THIRD BANCORP History No change 139 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 185 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 33 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 100 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 60 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 6 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
North Star Investment Management Corp. History No change 102 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
VISION FINANCIAL MARKETS LLC History No change 25 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Ancora Advisors LLC History No change 105 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 183 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Asset Dedication, LLC History No change 87 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Institute for Wealth Management, LLC. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Community Financial Services Group, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Arax Advisory Partners History No change 20 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
MCF Advisors LLC History No change 35 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 301 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 345 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Grove Bank & Trust History No change 17 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Parallel Advisors, LLC History No change 208 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 259 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Bogart Wealth, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Strategic Wealth Partners, Ltd. History No change 190 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 25 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History No change 140 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 30 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 54 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Truvestments Capital LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
IFS Advisors, LLC History No change 22 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Golden State Wealth Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Archer Investment Corp History No change 1 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
SHP Wealth Management History No change 28 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Davis Capital Management History No change 5 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Concord Wealth Partners History No change 160 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 27 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Planning Group LLC History No change 31 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Cordant, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
WOLFF WIESE MAGANA LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
DHJJ Financial Advisors, Ltd. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Washington Trust Advisors, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Advisory Services, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 2 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Aspect Partners, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History No change 235 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 94 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Sachetta, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Comprehensive Financial Planning, Inc./PA History No change 10 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Raiffeisen Bank International AG History No change 55 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Murphy & Mullick Capital Management Corp History No change 15 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Graney & King, LLC History No change 22 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Financial Life Planners History No change 10 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
AMERIFLEX GROUP, INC. History No change 32 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Bullock Wealth Management Group History No change 1 0 — — — 0 0.0% Q2 2026 Aug 19, 2026
Napier Financial, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Nvest Wealth Strategies, Inc. History No change 25 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 112 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Planning Strategies Inc. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 02, 2026
Paladin Partners, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026