SouthState Bank Corp - SSB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 9,825,398 981,557 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 6,342,629 633,628 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 5,104,685 509,958 0.09% 0.09% 3 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,417,078 441,266 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 3,858,127 385,426 0.01% 0.01% 5 0 0.0% Q2 2026 Sep 22, 2026
T. Rowe Price Investment Management, Inc. History No change 2,576,667 257,410 0.17% 0.17% 6 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 2,295,282 229,298 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,085,755 208,367 0.09% 0.09% 8 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 2,084,342 208,225 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,949,937 194,843 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 1,842,441 184,059 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,831,837 183,000 0.06% 0.06% 12 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,693,709 169,201 0.09% 0.09% 13 0 0.0% Q2 2026 Aug 07, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,520,652 151,913 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,354,675 135,332 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 1,309,972 130,866 0.12% 0.12% 16 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 1,305,493 130,418 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 06, 2026
NORGES BANK History No change 1,238,885 123,764 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 1,218,164 121,694 0.07% 0.07% 19 0 0.0% Q2 2026 Aug 11, 2026
EARNEST PARTNERS LLC History No change 1,192,129 119,093 0.43% 0.43% 20 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,191,148 118,995 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 939,032 95,170 0.15% 0.15% 22 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 877,196 87,631 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 855,527 85,467 0.07% 0.07% 24 0 0.0% Q2 2026 Sep 09, 2026
NORTHERN TRUST CORP History No change 818,486 81,766 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 13, 2026
Capital International Investors History No change 798,826 79,802 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 12, 2026
Holocene Advisors, LP History No change 655,606 65,495 0.15% 0.15% 27 0 0.0% Q2 2026 Aug 14, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 650,427 64,977 0.57% 0.57% 28 0 0.0% Q2 2026 Jul 16, 2026
Capital World Investors History No change 639,074 63,843 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 12, 2026
WESTWOOD HOLDINGS GROUP INC History No change 620,988 62,036 0.47% 0.47% 30 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 618,505 61,788 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 598,519 59,792 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 587,219 58,663 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 04, 2026
SEGALL BRYANT & HAMILL, LLC History No change 583,656 58,307 0.69% 0.69% 34 0 0.0% Q2 2026 Aug 12, 2026
ALGEBRIS (UK) LTD History No change 575,313 57,292 3.77% 3.77% 35 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 519,875 51,935 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 516,364 51,585 0.09% 0.09% 37 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 463,970 46,350 0.24% 0.24% 38 0 0.0% Q2 2026 Aug 14, 2026
FJ Capital Management LLC History No change 438,973 43,853 5.69% 5.69% 39 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 404,240 40,850 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
LOOMIS SAYLES & CO L P History No change 402,723 40,232 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 367,039 36,667 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 354,763 35,441 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 350,304 34,995 0.04% 0.04% 44 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 347,813 34,746 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 344,799 34,445 0.61% 0.61% 46 0 0.0% Q2 2026 Aug 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 324,796 32,447 0.16% 0.16% 47 0 0.0% Q2 2026 Jul 17, 2026
CINCINNATI INSURANCE CO History No change 290,274 28,998 0.42% 0.42% 48 0 0.0% Q2 2026 Aug 06, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 281,031 28,074 1.12% 1.12% 49 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 276,674 27,639 0.13% 0.13% 50 0 0.0% Q2 2026 Aug 13, 2026
Capital Research Global Investors History No change 272,734 27,246 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 271,457 27,118 0.16% 0.16% 52 0 0.0% Q2 2026 Aug 10, 2026
Nuveen, LLC History No change 269,548 26,927 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 11, 2026
RHUMBLINE ADVISERS History No change 259,620 25,935 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 11, 2026
Retirement Systems of Alabama History No change 244,935 24,469 0.07% 0.07% 55 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 242,418 24,217 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 237,223 23,698 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 221,739 22,151 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 04, 2026
Stieven Capital Advisors, L.P. History No change 221,394 22,117 4.22% 4.22% 59 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 218,725 21,850 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 215,299 21,508 0.03% 0.03% 61 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 211,523 21,130 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 14, 2026
CINCINNATI FINANCIAL CORP History No change 200,419 20,021 0.38% 0.38% 63 0 0.0% Q2 2026 Aug 06, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 197,587 19,738 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 196,730 19,653 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 11, 2026
MALTESE CAPITAL MANAGEMENT LLC History No change 195,000 19,480 3.55% 3.55% 66 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 184,209 18,402 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 170,384 17,021 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
OSSIAM History No change 169,229 16,905 0.22% 0.22% 69 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 167,677 16,750 0.1% 0.1% 70 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 158,578 15,841 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History No change 157,700 15,754 0.06% 0.06% 72 0 0.0% Q2 2026 Jul 30, 2026
ALGERT GLOBAL LLC History No change 156,990 15,683 0.19% 0.19% 73 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 154,272 15,419 0.43% 0.43% 74 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 148,326 14,817 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 147,519 14,737 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 145,871 14,572 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
Ceredex Value Advisors LLC History No change 130,700 13,056 0.37% 0.37% 78 0 0.0% Q2 2026 Aug 11, 2026
SummitTX Capital, L.P. History No change 128,858 12,872 0.33% 0.33% 79 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 128,041 12,791 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 126,751 12,662 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 125,478 12,535 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 122,575 12,245 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 13, 2026
Carlson Capital, L.P. History No change 119,913 11,979 2.42% 2.42% 84 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 115,901 11,578 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 114,161 11,404 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 121,275 11,220 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Leeward Investments, LLC - MA History No change 109,759 10,964 0.5% 0.5% 88 0 0.0% Q2 2026 Jul 29, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 106,189 10,608 0.0% 0.0% 89 0 0.0% Q2 2026 Sep 23, 2026
Channing Capital Management, LLC History No change 105,218 10,511 0.24% 0.24% 90 0 0.0% Q2 2026 Jul 29, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 103,701 10,359 0.1% 0.1% 91 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE MANAGEMENT GROUP INC History No change 100,525 10,042 0.26% 0.26% 92 0 0.0% Q2 2026 Jul 31, 2026
TUDOR INVESTMENT CORP ET AL History No change 99,058 9,895 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 98,891 9,879 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 98,641 9,854 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 06, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 98,243 9,814 0.16% 0.16% 96 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 93,181 9,308 0.06% 0.06% 97 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 91,750 9,166 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 91,726 9,163 0.06% 0.06% 99 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 88,957 8,886 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 87,883 8,779 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 83,484 8,340 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 78,835 7,875 0.01% 0.01% 103 0 0.0% Q2 2026 Jul 29, 2026
BESSEMER GROUP INC History No change 78,491 7,841 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 75,366 7,639 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Vest Financial, LLC History No change 75,817 7,574 0.08% 0.08% 106 0 0.0% Q2 2026 Jul 24, 2026
Alberta Investment Management Corp History No change 75,000 7,492 0.04% 0.04% 107 0 0.0% Q2 2026 Aug 06, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 72,959 7,263 0.13% 0.42% 108 -179,728 -71.13% Q3 2026 Oct 13, 2026
ExodusPoint Capital Management, LP History No change 71,744 7,167 0.05% 0.05% 109 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 71,680 7,160 0.09% 0.09% 110 0 0.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History No change 68,100 6,803 0.56% 0.56% 111 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 66,746 6,667 0.05% 0.05% 112 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 65,965 6,589 0.26% 0.26% 113 0 0.0% Q2 2026 Aug 12, 2026
Edgestream Partners, L.P. History No change 61,173 6,111 0.18% 0.18% 114 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 60,924 6,086 0.0% 0.0% 115 0 0.0% Q2 2026 Sep 02, 2026
TRUIST FINANCIAL CORP History No change 60,610 6,054 0.01% 0.01% 116 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 62,253 5,771 0.01% 0.01% 117 +16,588 36.33% Q3 2026 Oct 13, 2026
CITIGROUP INC History No change 56,979 5,692 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 03, 2026
NFJ INVESTMENT GROUP, LLC History No change 56,373 5,631 0.19% 0.19% 119 0 0.0% Q2 2026 Aug 11, 2026
Bayview Asset Management, LLC History No change 55,000 5,494 1.11% 1.11% 120 0 0.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History No change 53,076 5,302 0.21% 0.21% 121 0 0.0% Q2 2026 Aug 13, 2026
GUGGENHEIM CAPITAL LLC History No change 52,579 5,252 0.03% 0.03% 122 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 50,176 5,012 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Cincinnati Specialty Underwriters Insurance CO History No change 50,000 4,995 1.11% 1.11% 124 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 49,769 4,972 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 48,836 4,878 0.04% 0.04% 126 0 0.0% Q2 2026 Aug 12, 2026
TD ASSET MANAGEMENT INC History No change 48,622 4,857 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 04, 2026
SouthState Bank Corp History No change 48,134 4,808 0.2% 0.2% 128 0 0.0% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History No change 47,816 4,748 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 47,031 4,698 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 46,959 4,691 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 46,801 4,675 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
ADVISORY RESEARCH INC History No change 46,447 4,640 0.46% 0.46% 133 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 44,971 4,492 0.04% 0.04% 134 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 44,574 4,453 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 43,875 4,383 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 43,655 4,361 0.03% 0.03% 137 0 0.0% Q2 2026 Jul 23, 2026
AMALGAMATED BANK History No change 43,197 4,315 0.03% 0.03% 138 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Global Advisers, LLC History No change 42,060 4,201 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Treasurer of the State of North Carolina History No change 41,302 4,126 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 40,850 4,080 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
MARTIN & CO INC /TN/ History No change 39,569 3,952 0.62% 0.62% 142 0 0.0% Q2 2026 Aug 12, 2026
Fifth Third Wealth Advisors LLC History No change 38,312 3,827 0.11% 0.11% 143 0 0.0% Q2 2026 Jul 17, 2026
State of Tennessee, Department of Treasury History No change 38,043 3,800 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 37,737 3,770 0.01% 0.01% 145 0 0.0% Q2 2026 Jul 23, 2026
Curi Capital, LLC History No change 37,251 3,721 0.06% 0.06% 146 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 37,102 3,693 0.06% 0.06% 147 -181 -0.49% Q3 2026 Oct 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 36,885 3,684 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 11, 2026
Rafferty Asset Management, LLC History No change 36,696 3,665 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 14, 2026
Hunter Perkins Capital Management, LLC History No change 36,318 3,628 0.81% 0.81% 150 0 0.0% Q2 2026 Jul 16, 2026
Red Spruce Capital, LLC History Added to 35,579 3,542 1.25% 1.24% 151 +72 0.2% Q3 2026 Oct 07, 2026
CAMBIAR INVESTORS LLC History No change 34,922 3,488 0.15% 0.15% 152 0 0.0% Q2 2026 Jul 31, 2026
Campbell & CO Investment Adviser LLC History No change 34,734 3,469 0.18% 0.18% 153 0 0.0% Q2 2026 Aug 03, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 34,500 3,446 0.02% 0.02% 154 0 0.0% Q2 2026 Aug 25, 2026
Cerity Partners LLC History No change 33,642 3,360 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
Sciencast Management LP History No change 33,580 3,354 0.7% 0.7% 156 0 0.0% Q2 2026 Jul 28, 2026
E. Ohman J:or Asset Management AB History No change 31,618 3,158 0.07% 0.07% 157 0 0.0% Q2 2026 Jul 10, 2026
SALZHAUER MICHAEL History No change 31,581 3,154 1.08% 1.08% 158 0 0.0% Q2 2026 Jul 20, 2026
BIP Wealth, LLC History No change 31,455 3,142 0.09% 0.09% 159 0 0.0% Q2 2026 Aug 03, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History No change 31,153 3,112 0.38% 0.38% 160 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 31,026 3,099 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 17, 2026
Freestone Grove Partners LP History No change 30,720 3,068 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 30,339 3,039 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 29,971 2,994 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 12, 2026
Handelsbanken Fonder AB History No change 29,738 2,971 0.01% 0.01% 165 0 0.0% Q2 2026 Jul 10, 2026
Polaris Capital Management, LLC History No change 29,161 2,913 0.27% 0.27% 166 0 0.0% Q2 2026 Jul 27, 2026
Louisiana State Employees Retirement System History No change 28,600 2,857 0.04% 0.04% 167 0 0.0% Q2 2026 Jul 21, 2026
Beacon Pointe Advisors, LLC History No change 28,572 2,854 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 18, 2026
Aquatic Capital Management LLC History No change 28,523 2,849 0.1% 0.1% 169 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 28,407 2,837 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 27,841 2,781 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 27,572 2,754 0.05% 0.05% 172 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 27,208 2,718 0.06% 0.06% 173 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 27,152 2,712 0.03% 0.03% 174 0 0.0% Q2 2026 Jul 16, 2026
Arizona State Retirement System History No change 27,060 2,703 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 26,798 2,677 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 19, 2026
LPL Financial LLC History No change 26,414 2,638 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Investments Australia, Ltd. History No change 25,449 2,542 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 13, 2026
Dana Investment Advisors, Inc. History No change 25,039 2,501 0.07% 0.07% 179 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 25,039 2,501 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 04, 2026
Corient Private Wealth LP History No change 24,101 2,407 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 27, 2026
Oliver Luxxe Assets LLC History No change 23,836 2,381 0.35% 0.35% 182 0 0.0% Q2 2026 Jul 09, 2026
IEQ CAPITAL, LLC History No change 23,452 2,342 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 23,382 2,335 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 17, 2026
KLP KAPITALFORVALTNING AS History No change 23,315 2,329 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 22,800 2,277 0.01% 0.01% 186 0 0.0% Q2 2026 Jul 30, 2026
Cyndeo Wealth Partners, LLC History No change 22,099 2,207 0.1% 0.1% 187 0 0.0% Q2 2026 Jul 21, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 21,971 2,194 0.03% 0.03% 188 0 0.0% Q2 2026 Aug 12, 2026
CONTINENTAL ADVISORS LLC History No change 22,012 2,191 0.94% 0.93% 189 0 0.0% Q3 2026 Oct 13, 2026
Elo Mutual Pension Insurance Co History No change 20,731 2,071 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 20,715 2,069 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Funds Management Pty Ltd History No change 20,600 2,057 0.12% 0.12% 192 0 0.0% Q2 2026 Aug 10, 2026
Waverly Advisors, LLC History No change 20,155 2,013 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 20,141 2,012 0.02% 0.02% 194 0 0.0% Q2 2026 Jul 28, 2026
Cetera Investment Advisers History No change 20,113 2,009 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 20,047 2,002 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 20,000 1,998 0.05% 0.05% 197 0 0.0% Q2 2026 Jul 29, 2026
Econ Financial Services Corp History No change 19,907 1,988 0.93% 0.93% 198 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 19,664 1,964 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 19,445 1,942 0.01% 0.01% 200 0 0.0% Q2 2026 Jul 29, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 19,181 1,916 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 18,940 1,892 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 03, 2026
MONTAG A & ASSOCIATES INC History No change 18,319 1,830 0.08% 0.08% 203 0 0.0% Q2 2026 Aug 05, 2026
CIBC WORLD MARKET INC. History No change 18,249 1,823 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 18,123 1,810 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 17,975 1,795 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 13, 2026
ENDEAVOUR CAPITAL ADVISORS INC History No change 17,658 1,764 0.36% 0.36% 207 0 0.0% Q2 2026 Aug 07, 2026
Anchor Investment Management, LLC History No change 17,510 1,749 0.13% 0.13% 208 0 0.0% Q2 2026 Sep 15, 2026
Quadrature Capital Ltd History No change 17,119 1,710 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 06, 2026
Nicholas Hoffman & Company, LLC. History No change 16,872 1,685 0.04% 0.04% 210 0 0.0% Q2 2026 Aug 04, 2026
GREENLEAF TRUST History No change 16,645 1,662 0.02% 0.02% 211 0 0.0% Q2 2026 Jul 21, 2026
First National Advisers, LLC History No change 16,298 1,628 0.23% 0.23% 212 0 0.0% Q2 2026 Jul 21, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 16,149 1,613 0.16% 0.16% 213 0 0.0% Q2 2026 Jul 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 15,829 1,581 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 15,739 1,572 0.0% 0.0% 215 0 0.0% Q2 2026 Jul 29, 2026
New Age Alpha Advisors, LLC History No change 15,672 1,565 0.07% 0.07% 216 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 15,394 1,537 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 11, 2026
Linscomb Wealth, Inc. History No change 15,071 1,505 0.07% 0.07% 218 0 0.0% Q2 2026 Jul 31, 2026
Laurel Wealth Advisors LLC History No change 15,019 1,500 0.15% 0.15% 219 0 0.0% Q2 2026 Jul 17, 2026
Pacer Advisors, Inc. History No change 14,888 1,487 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 14,837 1,482 0.03% 0.03% 221 0 0.0% Q2 2026 Jul 29, 2026
Concurrent Investment Advisors, LLC History No change 14,658 1,464 0.01% 0.01% 222 0 0.0% Q2 2026 Jul 27, 2026
Petiole USA ltd History No change 14,575 1,456 1.05% 1.05% 223 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History No change 14,552 1,453 0.0% 0.0% 224 0 0.0% Q2 2026 Jul 30, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 14,107 1,409 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 10, 2026
Tributary Capital Management, LLC History No change 13,630 1,361 0.11% 0.11% 226 0 0.0% Q2 2026 Jul 23, 2026
Amundi History No change 13,474 1,346 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 11, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 13,466 1,340 0.01% 0.0% 228 +8,422 166.97% Q3 2026 Oct 13, 2026
World Investment Advisors History No change 14,289 1,322 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 13, 2026
INCEPTIONR LLC History No change 13,032 1,301 0.32% 0.32% 230 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 12,892 1,287 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 12,536 1,252 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 12,409 1,239 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 12,028 1,201 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 07, 2026
Jump Financial, LLC History No change 11,882 1,187 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 13, 2026
Atom Investors LP History No change 11,872 1,186 0.11% 0.11% 236 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History No change 11,699 1,168 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 10, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 11,442 1,139 0.03% 0.03% 238 -5 -0.04% Q3 2026 Oct 13, 2026
Investors Research Corp History No change 11,347 1,129 0.2% 0.2% 239 0 0.0% Q3 2026 Oct 07, 2026
Huber Capital Management LLC History No change 11,293 1,128 0.17% 0.17% 240 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 11,113 1,110 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 11, 2026
Jefferies Financial Group Inc. History No change 11,050 1,103 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 17, 2026
HBK Sorce Advisory LLC History No change 9,964 1,087 0.02% 0.02% 243 0 0.0% Q2 2026 Aug 06, 2026
Savant Capital, LLC History No change 11,158 1,075 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 10, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 10,756 1,074 0.09% 0.09% 245 0 0.0% Q2 2026 Aug 05, 2026
KDK Private Wealth Management, LLC History No change 10,305 1,029 0.85% 0.85% 246 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10,100 1,008 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 07, 2026
FEDERATED HERMES, INC. History No change 9,974 996 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 12, 2026
SFMG, LLC History No change 9,910 989 0.06% 0.06% 249 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 9,703 969 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 12, 2026
iSAM Funds (UK) Ltd History No change 9,700 969 0.68% 0.68% 251 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 9,662 965 0.0% 0.0% 252 0 0.0% Q2 2026 Jul 27, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 9,648 960 0.29% 0.3% 253 +57 0.59% Q3 2026 Oct 01, 2026
State of Alaska, Department of Revenue History No change 9,570 956 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 20, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 9,557 951 0.08% 0.08% 255 0 0.0% Q3 2026 Oct 06, 2026
CSS LLC/IL History No change 9,480 947 0.04% 0.04% 256 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 9,423 941 0.0% 0.0% 257 0 0.0% Q2 2026 Jul 28, 2026
Fieldview Capital Management, LLC History No change 9,413 940 0.27% 0.27% 258 0 0.0% Q2 2026 Aug 14, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 9,396 938 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 17, 2026
SIGNATUREFD, LLC History No change 9,119 910 0.01% 0.01% 260 0 0.0% Q2 2026 Jul 23, 2026
BAILARD, INC. History New 8,985 894 0.02% — 261 +8,985 New Q3 2026 Oct 13, 2026
Arax Advisory Partners History No change 8,888 887 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 10, 2026
Summit Wealth Partners, LLC History No change 8,805 879 0.13% 0.13% 263 0 0.0% Q2 2026 Aug 03, 2026
JANE STREET GROUP, LLC History No change 8,674 866 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 8,607 860 0.05% 0.05% 265 0 0.0% Q2 2026 Aug 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,493 848 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 10, 2026
Lummis Asset Management, LP History No change 8,205 834 0.5% 0.5% 267 0 0.0% Q2 2026 Aug 03, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 8,100 809 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 14, 2026
Angel Oak Capital Advisors, LLC History No change 8,000 799 1.01% 1.01% 269 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 7,908 790 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 7,646 763 0.01% 0.01% 271 0 0.0% Q2 2026 Jul 23, 2026
Family Legacy, Inc. History New 7,555 752 0.21% — 273 +7,555 New Q3 2026 Oct 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 7,529 752 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 7,420 741 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 7,179 740 0.03% 0.03% 275 0 0.0% Q2 2026 Jul 23, 2026
OpenArc Corporate Advisory, LLC History No change 7,241 723 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 05, 2026
SG Americas Securities, LLC History No change 7,227 722 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 07, 2026
Voleon Capital Management LP History No change 7,189 718 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 7,189 718 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 7,180 717 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 17, 2026
JMN Financial LLC History No change 7,002 699 0.54% 0.54% 281 0 0.0% Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History No change 6,925 691 0.02% 0.02% 282 0 0.0% Q2 2026 Aug 14, 2026
Nicholson Wealth Management Group, LLC History No change 6,883 687 0.4% 0.4% 283 0 0.0% Q2 2026 Jul 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 6,848 684 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 6,835 682 0.07% 0.07% 285 0 0.0% Q2 2026 Jul 24, 2026
SeaCrest Wealth Management, LLC History No change 6,665 665 0.07% 0.07% 286 0 0.0% Q2 2026 Jul 09, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 6,635 662 0.07% 0.07% 287 0 0.0% Q2 2026 Jul 13, 2026
Sanctuary Advisors, LLC History No change 6,591 658 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 13, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 6,482 647 0.11% 0.11% 289 0 0.0% Q2 2026 Aug 04, 2026
Modern Wealth Management, LLC History No change 6,344 633 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History No change 6,281 627 0.04% 0.04% 291 0 0.0% Q2 2026 Jul 21, 2026
Texas Capital Bank Wealth Management Services Inc History No change 6,274 626 0.03% 0.03% 292 0 0.0% Q2 2026 Aug 07, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 6,101 609 0.06% 0.06% 293 0 0.0% Q2 2026 Jul 28, 2026
Chicago Partners Investment Group LLC History No change 5,978 605 0.01% 0.01% 294 0 0.0% Q2 2026 Jul 29, 2026
Swiss Life Asset Management Ltd History No change 6,053 604 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 29, 2026
Cullen Capital Management, LLC History No change 6,007 600 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 13, 2026
DRW Securities, LLC History No change 5,982 597 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 5,957 595 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 28, 2026
AlphaGrep UK Ltd History No change 5,941 593 0.18% 0.18% 299 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 5,912 590 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 13, 2026
Cutler Capital Management, LLC History No change 5,890 588 0.15% 0.15% 301 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 5,835 582 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
TWINBEECH CAPITAL LP History No change 5,765 575 0.1% 0.1% 303 0 0.0% Q2 2026 Aug 14, 2026
Meeder Advisory Services, Inc. History No change 5,724 571 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 07, 2026
Oak Thistle LLC History No change 5,712 570 0.06% 0.06% 305 0 0.0% Q2 2026 Jul 20, 2026
Caprock Group, LLC History No change 5,667 566 0.01% 0.01% 306 0 0.0% Q2 2026 Jul 27, 2026
Frec Markets, Inc. History No change 5,572 556 0.05% 0.05% 307 0 0.0% Q2 2026 Aug 13, 2026
CFO4Life Group, LLC History No change 5,544 553 0.07% 0.07% 308 0 0.0% Q2 2026 Aug 12, 2026
DnB Asset Management AS History No change 5,415 540 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 11, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 5,322 531 0.05% 0.05% 310 0 0.0% Q2 2026 Jul 31, 2026
Ensign Peak Advisors, Inc History No change 5,306 530 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 5,217 521 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 03, 2026
ProVise Management Group, LLC History No change 5,146 514 0.03% 0.03% 313 0 0.0% Q2 2026 Aug 03, 2026
CHOREO, LLC History No change 5,075 507 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 04, 2026
CONNABLE OFFICE INC History No change 5,057 505 0.04% 0.04% 315 0 0.0% Q2 2026 Aug 03, 2026
Utah Retirement Systems History No change 5,059 505 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
OPTIMIZE FINANCIAL INC. History No change 5,018 501 0.18% 0.18% 317 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 5,018 501 0.12% 0.12% 318 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 4,989 498 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 12, 2026
Summit Trail Advisors, LLC History No change 4,938 493 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 11, 2026
NorthCrest Asset Manangement, LLC History Added to 4,867 489 0.01% 0.01% 321 +2,029 71.49% Q3 2026 Oct 09, 2026
Hamilton Capital Partners Inc. History No change 4,903 489 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 4,892 488 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 12, 2026
Maryland State Retirement & Pension System History No change 4,874 486 0.01% 0.01% 324 0 0.0% Q2 2026 Jul 30, 2026
BTG Pactual Asset Management US LLC History No change 4,831 482 0.03% 0.03% 325 0 0.0% Q2 2026 Aug 14, 2026
Sivia Capital Partners, LLC History No change 4,812 480 0.06% 0.06% 326 0 0.0% Q2 2026 Jul 23, 2026
CI INVESTMENTS INC. History No change 4,799 479 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 13, 2026
First City Capital Management, Inc. History No change 4,801 479 0.23% 0.23% 328 0 0.0% Q2 2026 Jul 13, 2026
Havemeyer Place LP History No change 4,708 470 0.05% 0.05% 329 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 4,632 463 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Management, Inc. History No change 4,588 458 0.07% 0.07% 331 0 0.0% Q2 2026 Jul 16, 2026
MQS Management LLC History No change 4,535 453 0.55% 0.55% 332 0 0.0% Q2 2026 Aug 07, 2026
Wealth Preservation Advisors, LLC History No change 4,489 448 0.26% 0.26% 333 0 0.0% Q2 2026 Aug 14, 2026
MANGROVE PARTNERS IM, LLC History No change 4,457 445 0.03% 0.03% 334 0 0.0% Q2 2026 Aug 14, 2026
Emerald Investment Advisers, LLC History No change 4,377 437 0.03% 0.03% 335 0 0.0% Q2 2026 Aug 12, 2026
DOLIVER ADVISORS, LP History No change 4,382 436 0.1% 0.1% 336 0 0.0% Q3 2026 Oct 01, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 4,323 431 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 11, 2026
Richard Young Associates, Ltd. History No change 4,304 429 0.29% 0.29% 338 0 0.0% Q2 2026 Jul 27, 2026
Icon Wealth Advisors, LLC History No change 4,251 424 0.03% 0.03% 339 0 0.0% Q2 2026 Aug 05, 2026
Colonial Trust Advisors History No change 4,144 413 0.03% 0.03% 340 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA SECURITIES, LLC History No change 4,128 412 0.04% 0.04% 341 0 0.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History No change 4,078 407 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 14, 2026
111 Capital History No change 3,969 396 0.07% 0.07% 343 0 0.0% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,958 395 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 06, 2026
ProShare Advisors LLC History No change 3,852 384 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 11, 2026
Integrated Investment Consultants, LLC History No change 3,806 380 0.07% 0.07% 346 0 0.0% Q2 2026 Aug 17, 2026
Bison Wealth, LLC History Added to 3,750 377 0.03% 0.03% 347 +92 2.52% Q3 2026 Oct 13, 2026
Crusonia Wealth Advisors LLC History No change 3,758 375 0.06% 0.06% 348 0 0.0% Q2 2026 Jul 30, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 3,742 373 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 11, 2026
Sagewood Asset Management LP History No change 3,738 373 0.08% 0.08% 350 0 0.0% Q2 2026 Jul 29, 2026
WEST PACES ADVISORS INC. History Added to 3,735 371 0.06% 0.06% 351 +135 3.75% Q3 2026 Oct 13, 2026
Wedmont Private Capital History Added to 3,656 367 0.01% 0.01% 352 +616 20.26% Q3 2026 Oct 09, 2026
Merit Financial Group, LLC History No change 3,665 366 0.0% 0.0% 353 0 0.0% Q2 2026 Jul 20, 2026
Baird Financial Group, Inc. History No change 3,663 365 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 3,652 364 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Wealth, LLC History No change 3,619 361 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 3,608 360 0.01% 0.01% 357 0 0.0% Q2 2026 Jul 28, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 3,597 359 0.17% 0.17% 358 0 0.0% Q2 2026 Aug 13, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 3,601 359 0.18% 0.18% 359 0 0.0% Q2 2026 Jul 21, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 3,600 358 0.08% 0.09% 360 0 0.0% Q3 2026 Oct 06, 2026
Peachtree Investment Partners, LLC History No change 3,575 357 0.11% 0.11% 361 0 0.0% Q2 2026 Aug 06, 2026
SageView Advisory Group, LLC History No change 3,568 356 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 10, 2026
Crossmark Global Holdings, Inc. History No change 3,505 350 0.0% 0.0% 363 0 0.0% Q2 2026 Jul 16, 2026
Palacios Wealth Management, LLC History No change 3,507 350 0.21% 0.21% 364 0 0.0% Q2 2026 Jul 23, 2026
SHELTON CAPITAL MANAGEMENT History No change 3,414 341 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 14, 2026
R Squared Ltd History No change 3,412 340 0.18% 0.18% 366 0 0.0% Q2 2026 Aug 05, 2026
Nykredit A/S History No change 3,403 339 0.0% 0.0% 367 0 0.0% Q2 2026 Sep 08, 2026
J.W. COLE ADVISORS, INC. History No change 3,337 333 0.01% 0.01% 368 0 0.0% Q2 2026 Jul 21, 2026
Focus Partners Advisor Solutions, LLC History No change 3,310 330 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 06, 2026
Requisite Capital Management, LLC History No change 3,295 329 0.05% 0.05% 370 0 0.0% Q2 2026 Aug 07, 2026
Schonfeld Strategic Advisors LLC History No change 3,286 328 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 14, 2026
INTRUST BANK NA History No change 3,270 326 0.02% 0.02% 372 0 0.0% Q2 2026 Aug 05, 2026
Segment Wealth Management, LLC History No change 3,229 322 0.02% 0.02% 373 0 0.0% Q2 2026 Jul 16, 2026
INGALLS & SNYDER LLC History No change 3,215 321 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 14, 2026
Abel Hall, LLC History No change 3,217 321 0.06% 0.06% 375 0 0.0% Q2 2026 Jul 24, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 3,203 319 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 3,196 319 0.03% 0.03% 377 0 0.0% Q2 2026 Aug 06, 2026
DAVENPORT & Co LLC History No change 3,159 315 0.0% 0.0% 378 0 0.0% Q2 2026 Jul 13, 2026
Bragg Financial Advisors, Inc History No change 3,146 314 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 12, 2026
KBC Group NV History No change 3,146 314 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History Added to 3,146 313 0.01% 0.01% 383 +630 25.04% Q3 2026 Oct 08, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 3,137 313 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 10, 2026
BRIGHTON JONES LLC History No change 3,138 313 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 3,095 309 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 04, 2026
Aaron Wealth Advisors LLC History Added to 3,091 307 0.02% 0.01% 385 +699 29.22% Q3 2026 Oct 13, 2026
CIBC Asset Management Inc History No change 3,033 302 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 03, 2026
Callahan Advisors, LLC History No change 3,000 299 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 03, 2026
Weil Company, Inc. History No change 2,970 296 0.05% 0.05% 388 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 2,966 296 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 12, 2026
MEITAV INVESTMENT HOUSE LTD History No change 2,962 295 0.0% 0.0% 390 0 0.0% Q2 2026 Jul 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 2,946 294 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 07, 2026
North Dakota State Investment Board History No change 2,917 291 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 04, 2026
Y-Intercept (Hong Kong) Ltd History No change 2,910 290 0.01% 0.01% 393 0 0.0% Q2 2026 Jul 13, 2026
PROFUND ADVISORS LLC History No change 2,859 285 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 2,861 285 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 12, 2026
FourThought Financial Partners, LLC History No change 2,836 283 0.02% 0.02% 396 0 0.0% Q2 2026 Aug 12, 2026
Impact Partnership Wealth, LLC History No change 2,833 283 0.03% 0.03% 397 0 0.0% Q2 2026 Jul 29, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,822 281 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 10, 2026
HANOVER ADVISORS INC History No change 2,780 277 0.1% 0.1% 399 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 2,765 276 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 07, 2026
AE Wealth Management LLC History No change 2,770 276 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 03, 2026
IFG Advisory, LLC History No change 2,731 272 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 2,688 268 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 13, 2026
Forvis Mazars Wealth Advisors, LLC History No change 2,683 267 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History No change 2,674 267 0.01% 0.01% 405 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History Added to 2,674 266 0.0% 0.0% 408 +2,108 372.44% Q3 2026 Oct 08, 2026
CIM INVESTMENT MANAGEMENT INC History No change 2,665 266 0.06% 0.06% 406 0 0.0% Q2 2026 Sep 29, 2026
Global Retirement Partners, LLC History No change 2,668 266 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 2,660 265 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 2,632 262 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 06, 2026
De Lisle Partners LLP History No change 2,601 259 0.03% 0.03% 411 0 0.0% Q2 2026 Aug 12, 2026
Legacy Capital Wealth Partners, LLC History No change 2,555 255 0.05% 0.05% 412 0 0.0% Q2 2026 Aug 12, 2026
Ethic Inc. History No change 2,550 254 0.0% 0.0% 413 0 0.0% Q2 2026 Jul 29, 2026
Peak Asset Management, LLC History No change 2,527 252 0.04% 0.04% 414 0 0.0% Q2 2026 Aug 13, 2026
Storgate, LLC History No change 2,494 249 0.05% 0.05% 415 0 0.0% Q2 2026 Aug 12, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 2,465 246 0.02% 0.02% 416 0 0.0% Q2 2026 Aug 12, 2026
Trail Ridge Investment Advisors, LLC History No change 2,432 242 0.1% 0.1% 417 0 0.0% Q2 2026 Aug 13, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 2,422 241 0.05% 0.05% 418 0 0.0% Q2 2026 Jul 17, 2026
Biltmore Family Office, LLC History No change 2,336 233 0.03% 0.03% 419 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 2,337 233 0.0% 0.0% 420 0 0.0% Q2 2026 Jul 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 2,334 233 0.01% 0.01% 421 0 0.0% Q2 2026 Jul 27, 2026
Abacus Planning Group, Inc. History No change 2,307 230 0.03% 0.03% 422 0 0.0% Q2 2026 Jul 20, 2026
RIVERSEDGE ADVISORS, LLC History New 2,303 229 0.03% — 425 +2,303 New Q3 2026 Oct 09, 2026
Teza Capital Management LLC History No change 2,294 229 0.44% 0.44% 423 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 2,296 229 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 11, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 2,265 226 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 12, 2026
Ceeto Capital Group, LLC History No change 2,258 226 0.06% 0.06% 427 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 2,229 222 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 13, 2026
Mill Capital Management, LLC History No change 2,214 221 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 03, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,197 219 0.01% 0.01% 430 0 0.0% Q2 2026 Jul 21, 2026
Moisand Fitzgerald Tamayo, LLC History No change 2,174 217 0.02% 0.02% 431 0 0.0% Q2 2026 Jul 13, 2026
Hamilton Wealth, LLC History No change 2,178 217 0.04% 0.04% 432 0 0.0% Q2 2026 Aug 06, 2026
Machina Capital S.A.S. History No change 2,170 216 0.03% 0.03% 433 0 0.0% Q2 2026 Aug 10, 2026
Southeast Asset Advisors, LLC History No change 2,157 215 0.02% 0.02% 434 0 0.0% Q2 2026 Aug 14, 2026
HFG Advisors, Inc. History No change 2,144 214 0.13% 0.13% 435 0 0.0% Q2 2026 Aug 07, 2026
West Family Investments, Inc. History No change 2,111 210 0.06% 0.06% 436 0 0.0% Q2 2026 Aug 10, 2026
Engineers Gate Manager LP History No change 2,082 207 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History No change 2,035 203 0.02% 0.02% 438 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 2,018 201 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 13, 2026
Welch Group, LLC History No change 2,007 200 0.01% 0.01% 440 0 0.0% Q2 2026 Jul 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 2,003 200 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 17, 2026
Oakworth Capital, Inc. History No change 1,855 187 0.01% 0.01% 442 0 0.0% Q2 2026 Jul 22, 2026
Central Pacific Bank - Trust Division History Reduced 1,862 185 0.02% 0.02% 443 -360 -16.2% Q3 2026 Oct 05, 2026
Versant Capital Management, Inc History Added to 1,758 175 0.01% 0.01% 444 +223 14.53% Q3 2026 Oct 01, 2026
UMB Bank, n.a. History No change 1,674 167 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 1,480 147 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 1,444 144 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 11, 2026
Horizon Investments, LLC History No change 1,444 143 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 1,408 140 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 20, 2026
Corsicana & Co. History No change 1,200 119 0.06% 0.06% 450 0 0.0% Q2 2026 Jul 24, 2026
HUNTINGTON NATIONAL BANK History No change 1,057 105 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 1,030 102 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 20, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 944 94 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 13, 2026
Collier Financial History No change 766 76 0.05% 0.05% 454 0 0.0% Q2 2026 Jul 30, 2026
FIRST HORIZON CORP History No change 754 75 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 20, 2026
Eurizon Capital SGR S.p.A. History No change 758 75 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 29, 2026
Covestor Ltd History No change 743 74 0.04% 0.04% 457 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 727 72 0.0% 0.0% 458 0 0.0% Q2 2026 Jul 21, 2026
EverSource Wealth Advisors, LLC History No change 712 71 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 24, 2026
Parallel Advisors, LLC History No change 680 67 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF VERMONT History No change 650 64 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 07, 2026
Essential Partners LLC History No change 646 64 0.03% 0.03% 462 0 0.0% Q2 2026 Aug 10, 2026
Caldwell Trust Co History No change 621 62 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 03, 2026
Concord Wealth Partners History No change 587 58 0.01% 0.01% 464 0 0.0% Q2 2026 Jul 27, 2026
GHP Investment Advisors, Inc. History No change 561 56 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 17, 2026
Measured Wealth Private Client Group, LLC History No change 513 51 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 10, 2026
FNY Investment Advisers, LLC History No change 504 50 0.02% 0.02% 467 0 0.0% Q2 2026 Jul 08, 2026
TFC Financial Management, Inc. History No change 502 50 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 23, 2026
True Wealth Design, LLC History Added to 465 46 0.01% 0.0% 469 +247 113.3% Q3 2026 Oct 13, 2026
Ares Financial Consulting, LLC History No change 398 39 0.03% 0.03% 470 0 0.0% Q2 2026 Jul 09, 2026
Quarry LP History No change 365 36 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 341 34 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 07, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 340 33 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 13, 2026
Graticule Asia Macro Advisors LLC History No change 332 33 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History No change 292 29 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 285 28 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 257 25 0.0% 0.0% 477 -59 -18.67% Q3 2026 Oct 05, 2026
V-Square Quantitative Management LLC History No change 238 23 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 27, 2026
Smartleaf Asset Management LLC History No change 226 22 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 201 20 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 30, 2026
MTM Investment Management, LLC History No change 197 19 0.01% 0.01% 481 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Planning Services, Inc. History No change 183 18 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 07, 2026
Cedar Mountain Advisors, LLC History No change 187 18 0.0% 0.0% 483 0 0.0% Q2 2026 Jul 02, 2026
SJS Investment Consulting Inc. History No change 189 18 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 22, 2026
Quent Capital, LLC History No change 178 17 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 07, 2026
MATHER GROUP, LLC. History No change 166 16 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 27, 2026
Fortitude Family Office, LLC History No change 165 16 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 20, 2026
Acumen Wealth Advisors, LLC History No change 159 15 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 03, 2026
NFSG Corp History No change 141 14 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 150 14 0.0% 0.0% 490 0 0.0% Q2 2026 Jul 14, 2026
CVA Family Office, LLC History No change 135 13 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 07, 2026
GODSEY & GIBB, INC History No change 120 11 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 112 11 0.0% 0.0% 493 0 0.0% Q2 2026 Jul 15, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 95 9 0.0% 0.0% 494 0 0.0% Q3 2026 Oct 07, 2026
LRI Investments, LLC History No change 95 9 0.0% 0.0% 495 0 0.0% Q2 2026 Jul 14, 2026
CX Institutional History Added to 78 8 0.0% 0.0% 498 +6 8.33% Q3 2026 Oct 02, 2026
Clearstead Advisors, LLC History No change 88 8 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 85 8 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 20, 2026
SOA Wealth Advisors, LLC. History No change 88 8 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 21, 2026
Optiver Holding B.V. History No change 82 8 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 12, 2026
Commonwealth Retirement Investments LLC History No change 81 8 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History No change 80 7 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 69 6 0.0% 0.0% 503 0 0.0% Q2 2026 Sep 04, 2026
Bogart Wealth, LLC History No change 63 6 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 24, 2026
JFS WEALTH ADVISORS, LLC History No change 60 5 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 10, 2026
Key FInancial Inc History No change 58 5 0.0% 0.0% 506 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History No change 57 5 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 55 5 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 44 4 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 28, 2026
Bell Investment Advisors, Inc History No change 50 4 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 06, 2026
JPL Wealth Management, LLC History No change 45 4 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 13, 2026
MidFirst Bank History No change 47 4 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History No change 44 4 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 52 4 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 37 3 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 17, 2026
Sachetta, LLC History No change 38 3 0.0% 0.0% 516 0 0.0% Q2 2026 Jul 15, 2026
Rialto Wealth Management, LLC History No change 33 3 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 32 3 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 04, 2026
TD Capital Management LLC History No change 23 2 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 21 2 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
Avion Wealth History No change 30 2 0.0% 0.0% 521 0 0.0% Q2 2026 Jul 31, 2026
Cromwell Holdings LLC History No change 23 2 0.0% 0.0% 522 0 0.0% Q2 2026 Jul 13, 2026
Creative Capital Management Investments LLC History No change 29 2 0.0% 0.0% 523 0 0.0% Q2 2026 Jul 24, 2026
Imprint Wealth LLC History No change 30 2 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Management Group, LLC History No change 23 2 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 27, 2026
Torren Management, LLC History No change 23 2 0.0% 0.0% 526 0 0.0% Q2 2026 Jul 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 19 1 0.0% 0.0% 527 0 0.0% Q2 2026 Sep 02, 2026
WEBSTER BANK, N. A. History No change 16 1 0.0% 0.0% 528 0 0.0% Q2 2026 Jul 20, 2026
Marquette Asset Management, LLC History No change 19 1 0.0% 0.0% 529 0 0.0% Q3 2026 Oct 09, 2026
Capital Advisors, Ltd. LLC History No change 12 1 0.0% 0.0% 530 0 0.0% Q2 2026 Jul 16, 2026
Bay Harbor Wealth Management, LLC History No change 16 1 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 28, 2026
Spectrum Wealth Advisory Group, LLC History No change 16 1 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 13 1 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 11, 2026
DiNuzzo Private Wealth, Inc. History No change 12 1 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 10, 2026
HFM Investment Advisors, LLC History No change 12 1 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Financial Management LLC History No change 20 1 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 28, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2026 Oct 07, 2026
AdvisorNet Financial, Inc History No change 3 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Plante Moran Financial Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
IMA Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Transamerica Financial Advisors, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Prestige Wealth Management Group LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
SBI Securities Co., Ltd. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Activest Wealth Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Evolution Advisers, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
DecisionPoint Financial, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Dunhill Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 6 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
American Capital Advisory, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Westfuller Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Quest 10 Wealth Builders, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Principia Wealth Advisory, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Hughes Financial Services, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Navigoe, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Kilter Group LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Planning Strategies Inc. History No change 8 0 — — — 0 0.0% Q3 2026 Oct 02, 2026