Simpson Manufacturing Co., Inc. - SSD

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 4,118,164 862,137 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 3,669,547 768,219 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 3,568,049 746,971 2.32% 2.32% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,924,650 402,925 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,854,556 388,251 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,308,394 273,910 0.01% 0.01% 6 0 0.0% Q2 2026 Sep 22, 2026
MORGAN STANLEY History No change 1,201,143 251,459 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 13, 2026
Baker Avenue Asset Management, LP History No change 914,514 191,453 3.62% 3.62% 8 0 0.0% Q2 2026 Jul 28, 2026
Quantinno Capital Management LP History No change 862,031 180,466 0.22% 0.22% 9 0 0.0% Q2 2026 Aug 13, 2026
ValueAct Holdings, L.P. History No change 830,642 173,894 3.09% 3.09% 10 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 783,269 164,018 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 948,411 162,075 0.03% 0.03% 12 +60,651 6.83% Q3 2026 Nov 04, 2026
Capital International Investors History No change 648,641 135,792 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 642,267 134,458 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 606,113 126,889 0.08% 0.08% 15 0 0.0% Q2 2026 Oct 27, 2026
NORTHERN TRUST CORP History No change 600,268 125,666 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 583,523 122,160 0.07% 0.07% 17 0 0.0% Q2 2026 Aug 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 542,592 115,923 0.04% 0.04% 18 0 0.0% Q2 2026 Aug 03, 2026
JPMORGAN CHASE & CO History No change 525,383 110,325 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 12, 2026
Maren Capital LLC History No change 513,029 107,402 4.98% 4.98% 20 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 502,362 105,169 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 451,848 94,594 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 442,833 92,707 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 07, 2026
NORGES BANK History No change 434,349 90,930 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY MANAGEMENT INC /WI/ History No change 404,809 84,746 1.21% 1.21% 25 0 0.0% Q2 2026 Aug 13, 2026
Port Capital LLC History No change 394,379 82,563 3.37% 3.37% 26 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 377,727 79,077 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
SNYDER CAPITAL MANAGEMENT L P History No change 301,491 63,117 1.09% 1.09% 28 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 296,579 62,088 0.1% 0.1% 29 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 277,357 58,064 0.47% 0.47% 30 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 270,141 56,553 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 14, 2026
Capital World Investors History No change 266,953 55,886 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 264,071 55,283 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 259,939 54,418 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 255,852 53,564 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
Conestoga Capital Advisors, LLC History Reduced 307,209 52,495 1.58% 1.72% 36 -70,132 -18.59% Q3 2026 Nov 02, 2026
FEDERATED HERMES, INC. History No change 241,257 50,507 0.07% 0.07% 37 0 0.0% Q2 2026 Aug 12, 2026
DISCIPLINED GROWTH INVESTORS INC /MN History No change 240,664 50,383 0.85% 0.85% 38 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 230,727 48,275 0.03% 0.03% 39 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Reduced 271,362 46,370 0.01% 0.01% 40 -11,403 -4.03% Q3 2026 Nov 05, 2026
AQR CAPITAL MANAGEMENT LLC History No change 219,132 45,875 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 14, 2026
Champlain Investment Partners, LLC History No change 214,765 44,961 1.16% 1.16% 42 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 203,524 42,607 0.03% 0.03% 43 0 0.0% Q2 2026 Sep 09, 2026
Allspring Global Investments Holdings, LLC History Reduced 243,169 41,968 0.07% 0.08% 44 -20,722 -7.85% Q3 2026 Nov 04, 2026
GW&K Investment Management, LLC History No change 198,808 41,621 0.33% 0.33% 45 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 186,383 39,019 0.06% 0.06% 46 0 0.0% Q2 2026 Aug 14, 2026
SEGALL BRYANT & HAMILL, LLC History No change 160,912 33,686 0.4% 0.4% 47 0 0.0% Q2 2026 Aug 12, 2026
Ranger Investment Management, L.P. History No change 151,834 31,786 2.01% 2.01% 48 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 148,018 30,987 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Capital, Inc. History No change 143,047 29,946 2.68% 2.68% 50 0 0.0% Q2 2026 Aug 03, 2026
Invesco Ltd. History No change 135,229 28,310 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 133,655 27,980 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 131,126 27,451 0.06% 0.06% 53 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 128,755 26,954 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 126,315 26,444 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 126,155 26,410 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 124,212 26,002 0.01% 0.01% 57 0 0.0% Q2 2026 Sep 23, 2026
AMERIPRISE FINANCIAL INC History No change 109,702 22,966 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 106,853 22,369 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 11, 2026
Treasurer of the State of North Carolina History No change 103,657 21,701 0.06% 0.06% 60 0 0.0% Q2 2026 Aug 14, 2026
ARIEL INVESTMENTS, LLC History No change 99,589 20,848 0.21% 0.21% 61 0 0.0% Q2 2026 Aug 14, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 113,550 19,403 0.57% 0.73% 62 -10,829 -8.71% Q3 2026 Nov 05, 2026
Fivespan Partners, LP History No change 90,000 18,841 4.44% 4.44% 63 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 88,032 18,429 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 85,012 17,797 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 82,600 17,292 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 79,137 16,567 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 77,591 16,243 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 94,142 16,086 0.01% 0.01% 69 +747 0.8% Q3 2026 Nov 02, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 74,724 15,643 0.28% 0.28% 70 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 77,650 15,345 0.15% 0.15% 71 0 0.0% Q2 2026 Jul 27, 2026
CITADEL ADVISORS LLC History No change 69,501 14,550 0.0% 0.0% 72 0 0.0% Q2 2026 Sep 02, 2026
DF DENT & CO INC History No change 69,301 14,508 0.28% 0.28% 73 0 0.0% Q2 2026 Aug 14, 2026
River Road Asset Management, LLC History No change 67,424 14,115 0.16% 0.16% 74 0 0.0% Q2 2026 Jul 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 77,449 13,234 0.03% 0.02% 75 +29,209 60.55% Q3 2026 Oct 22, 2026
FIFTH THIRD BANCORP History Added to 76,466 13,066 0.02% 0.03% 76 +746 0.99% Q3 2026 Nov 05, 2026
COOKE & BIELER LP History Added to 74,794 12,780 0.2% 0.16% 77 +7,295 10.81% Q3 2026 Oct 21, 2026
North Berkeley Wealth Management, LLC History No change 72,440 12,378 4.81% 6.13% 78 0 0.0% Q3 2026 Nov 02, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 55,935 11,709 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 67,382 11,514 0.0% 0.0% 80 +14,229 26.77% Q3 2026 Nov 04, 2026
Legal & General Group Plc History No change 54,462 11,401 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 53,334 11,165 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 13, 2026
Robeco Schweiz AG History No change 63,500 10,850 0.2% 0.21% 83 0 0.0% Q3 2026 Oct 23, 2026
Callan Family Office, LLC History No change 51,088 10,695 0.21% 0.21% 84 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 49,763 10,418 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 47,372 9,917 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 24, 2026
SG Americas Securities, LLC History No change 47,252 9,892 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 07, 2026
Ceredex Value Advisors LLC History No change 45,200 9,462 0.27% 0.27% 88 0 0.0% Q2 2026 Aug 11, 2026
REGIONS FINANCIAL CORP History Reduced 53,713 9,178 0.06% 0.07% 89 -1,784 -3.21% Q3 2026 Nov 05, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 43,562 9,119 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 51,245 8,794 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 42,000 8,792 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 41,884 8,768 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 41,456 8,678 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 50,729 8,668 0.09% 0.1% 95 -394 -0.77% Q3 2026 Oct 23, 2026
STIFEL FINANCIAL CORP History No change 40,710 8,522 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 40,089 8,392 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History No change 39,569 8,283 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History No change 38,770 8,116 0.03% 0.03% 99 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 37,871 7,928 0.2% 0.2% 100 0 0.0% Q2 2026 Aug 14, 2026
EULAV Asset Management History No change 46,200 7,894 0.28% 0.31% 101 0 0.0% Q3 2026 Oct 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 40,806 7,839 0.15% 0.15% 102 0 0.0% Q2 2026 Jul 27, 2026
Russell Investments Group, Ltd. History No change 36,806 7,705 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 06, 2026
VAN ECK ASSOCIATES CORP History No change 35,721 7,478 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History Reduced 43,311 7,400 0.08% 0.1% 105 -170 -0.39% Q3 2026 Oct 28, 2026
Trexquant Investment LP History No change 35,240 7,377 0.04% 0.04% 106 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History Reduced 42,273 7,223 0.02% 0.03% 107 -275 -0.65% Q3 2026 Nov 04, 2026
Vest Financial, LLC History Added to 42,049 7,185 0.08% 0.09% 108 +2,705 6.88% Q3 2026 Oct 21, 2026
T. Rowe Price Investment Management, Inc. History No change 33,541 7,022 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 31,431 6,580 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 38,435 6,567 0.0% 0.0% 111 +5,660 17.27% Q3 2026 Nov 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 31,003 6,490 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Berkeley, Inc History Reduced 37,595 6,424 1.98% 2.48% 113 -133 -0.35% Q3 2026 Oct 20, 2026
D. E. Shaw & Co., Inc. History No change 29,857 6,250 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 29,542 6,184 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 28,943 6,059 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 27,766 5,815 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 26,723 5,594 0.04% 0.04% 118 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 25,556 5,350 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 25,312 5,299 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Polar Asset Management Partners Inc. History No change 25,100 5,254 0.09% 0.09% 121 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 24,032 5,031 0.05% 0.05% 122 0 0.0% Q2 2026 Aug 10, 2026
CANADA LIFE ASSURANCE Co History No change 23,999 5,024 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 23,952 5,014 0.05% 0.05% 124 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Added to 28,146 4,809 0.02% 0.03% 125 +1,249 4.64% Q3 2026 Nov 02, 2026
Cerity Partners LLC History No change 22,714 4,755 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 14, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 27,500 4,699 0.16% 0.18% 127 0 0.0% Q3 2026 Oct 21, 2026
Pathstone Holdings, LLC History No change 22,399 4,689 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 13, 2026
Aristides Capital LLC History No change 21,945 4,594 0.89% 0.89% 129 0 0.0% Q2 2026 Aug 13, 2026
CREDIT AGRICOLE S A History No change 20,863 4,367 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 20,511 4,293 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 20,036 4,195 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 19,807 4,146 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 19,409 4,063 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 14, 2026
VELA Investment Management, LLC History No change 18,973 3,971 0.87% 0.87% 135 0 0.0% Q2 2026 Aug 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 18,938 3,964 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 19, 2026
Y-Intercept (Hong Kong) Ltd History Added to 23,073 3,942 0.09% 0.01% 137 +21,140 1093.64% Q3 2026 Oct 16, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 18,826 3,941 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 06, 2026
Baird Financial Group, Inc. History No change 18,783 3,932 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 18,324 3,836 0.03% 0.03% 140 0 0.0% Q2 2026 Jul 23, 2026
Jupiter Topco LLC History No change 18,295 3,831 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 18,175 3,804 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 17,662 3,697 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 29, 2026
Squarepoint Ops LLC History No change 17,333 3,628 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 16,928 3,543 0.14% 0.14% 145 0 0.0% Q2 2026 Aug 12, 2026
Campbell & CO Investment Adviser LLC History No change 16,480 3,450 0.18% 0.18% 146 0 0.0% Q2 2026 Aug 03, 2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC History No change 16,400 3,433 0.42% 0.42% 147 0 0.0% Q2 2026 Aug 07, 2026
Crossmark Global Holdings, Inc. History Added to 19,811 3,385 0.04% 0.02% 148 +12,581 174.01% Q3 2026 Oct 21, 2026
Vanguard Global Advisers, LLC History No change 15,884 3,325 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 15,845 3,317 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 11, 2026
South Dakota Investment Council History No change 15,636 3,273 0.06% 0.06% 151 0 0.0% Q2 2026 Aug 11, 2026
State of Tennessee, Department of Treasury History No change 15,455 3,235 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Added to 18,856 3,222 0.02% 0.03% 153 +90 0.48% Q3 2026 Oct 23, 2026
Numerai GP LLC History No change 15,314 3,205 0.26% 0.26% 154 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 16,831 2,894 0.0% 0.0% 155 +8,799 109.55% Q3 2026 Oct 13, 2026
M&T BANK CORP History No change 13,562 2,838 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 04, 2026
JONES FINANCIAL COMPANIES LLLP History No change 13,242 2,781 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 13,216 2,766 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 17, 2026
Handelsbanken Fonder AB History No change 13,037 2,729 0.01% 0.01% 159 0 0.0% Q2 2026 Jul 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 12,691 2,656 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 12,646 2,648 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 12, 2026
Twin Tree Management, LP History No change 12,500 2,616 0.05% 0.05% 162 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 12,344 2,584 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 12,251 2,564 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History Reduced 14,986 2,560 0.01% 0.01% 165 -1,112 -6.91% Q3 2026 Nov 03, 2026
Aquatic Capital Management LLC History No change 11,631 2,434 0.08% 0.08% 166 0 0.0% Q2 2026 Aug 14, 2026
Virtu Financial LLC History No change 11,372 2,381 0.07% 0.07% 167 0 0.0% Q2 2026 Aug 13, 2026
Westview Management dba Westview Investment Advisors History No change 11,286 2,362 1.16% 1.16% 168 0 0.0% Q2 2026 Jul 31, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 13,708 2,342 0.02% 0.03% 169 -860 -5.9% Q3 2026 Oct 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 13,707 2,338 0.0% 0.0% 170 +4,572 50.05% Q3 2026 Nov 05, 2026
KLP KAPITALFORVALTNING AS History No change 11,100 2,323 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 12, 2026
Granite Investment Partners, LLC History Reduced 13,568 2,318 0.13% 0.15% 172 -268 -1.94% Q3 2026 Nov 04, 2026
Atria Investments, Inc History Added to 13,459 2,299 0.02% 0.03% 173 +52 0.39% Q3 2026 Oct 15, 2026
State of New Jersey Common Pension Fund D History Reduced 13,261 2,266 0.01% 0.01% 174 -514 -3.73% Q3 2026 Nov 05, 2026
Vanguard Investments Australia, Ltd. History No change 10,503 2,198 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 13, 2026
Illinois Municipal Retirement Fund History Added to 12,418 2,121 0.02% 0.02% 176 +3,167 34.23% Q3 2026 Nov 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 10,059 2,105 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 9,992 2,091 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History Added to 12,200 2,084 0.03% 0.04% 179 +200 1.67% Q3 2026 Oct 20, 2026
OneDigital Investment Advisors LLC History No change 9,802 2,051 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 11,900 2,033 0.01% 0.0% 181 +9,200 340.74% Q3 2026 Oct 28, 2026
LPL Financial LLC History No change 9,481 1,984 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 07, 2026
Arizona State Retirement System History Added to 11,587 1,979 0.01% 0.01% 183 +220 1.94% Q3 2026 Nov 03, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 9,254 1,937 0.02% 0.02% 184 0 0.0% Q2 2026 Aug 12, 2026
Hunter Perkins Capital Management, LLC History No change 9,248 1,936 0.43% 0.43% 185 0 0.0% Q2 2026 Jul 16, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 11,143 1,904 0.02% 0.03% 186 -360 -3.13% Q3 2026 Oct 22, 2026
Ensign Peak Advisors, Inc History No change 8,986 1,881 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
SeaBridge Investment Advisors LLC History Reduced 11,003 1,880 0.25% 0.35% 188 -685 -5.86% Q3 2026 Oct 30, 2026
CIBC Bancorp USA Inc. History No change 8,930 1,869 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 8,811 1,844 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History Added to 9,875 1,687 0.03% 0.03% 191 +814 8.98% Q3 2026 Oct 28, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 9,783 1,671 0.01% 0.01% 192 -66 -0.67% Q3 2026 Nov 03, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 9,627 1,645 0.01% 0.01% 193 0 0.0% Q3 2026 Oct 27, 2026
Sanctuary Advisors, LLC History No change 7,694 1,610 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 7,571 1,584 0.04% 0.04% 195 0 0.0% Q2 2026 Aug 13, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 9,257 1,581 0.05% 0.06% 196 -129 -1.37% Q3 2026 Nov 05, 2026
HighTower Advisors, LLC History No change 7,498 1,569 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 05, 2026
CAPTRUST FINANCIAL ADVISORS History No change 7,273 1,522 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 7,139 1,494 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 7,118 1,490 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 7,127 1,489 0.02% 0.02% 201 0 0.0% Q2 2026 Aug 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 8,700 1,487 0.04% 0.05% 202 0 0.0% Q3 2026 Nov 05, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 8,642 1,477 0.1% 0.12% 203 +361 4.36% Q3 2026 Oct 22, 2026
Vanguard Personalized Indexing Management, LLC History No change 6,985 1,462 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 8,512 1,454 0.02% 0.02% 205 0 0.0% Q3 2026 Oct 29, 2026
Diversified Trust Co History No change 6,511 1,363 0.02% 0.02% 206 0 0.0% Q2 2026 Jul 17, 2026
Mirador Capital Partners LP History Added to 7,466 1,275 0.15% 0.19% 207 +66 0.89% Q3 2026 Oct 09, 2026
Tidal Investments LLC History No change 6,043 1,265 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 13, 2026
Banque Transatlantique SA History No change 5,993 1,254 0.03% 0.03% 209 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Financial Partners, Inc. History No change 5,884 1,231 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 5,733 1,200 0.04% 0.04% 211 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 5,733 1,200 0.13% 0.13% 212 0 0.0% Q2 2026 Jul 31, 2026
Dynamic Technology Lab Private Ltd History No change 5,468 1,145 0.26% 0.26% 213 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 5,408 1,132 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 5,369 1,124 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 5,269 1,102 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 6,362 1,087 0.0% 0.0% 217 0 0.0% Q3 2026 Nov 03, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 5,100 1,067 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 13, 2026
Impact Capital Partners LLC History Reduced 6,227 1,064 0.29% 0.37% 219 -195 -3.04% Q3 2026 Oct 22, 2026
DIVERSIFIED MANAGEMENT INC History Added to 6,217 1,062 0.19% 0.06% 220 +4,946 389.14% Q3 2026 Oct 08, 2026
Meridian Wealth Management, LLC History Added to 6,084 1,039 0.03% 0.04% 221 +3 0.05% Q3 2026 Nov 05, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 6,009 1,026 0.01% 0.01% 222 +706 13.31% Q3 2026 Nov 04, 2026
HEARTLAND ADVISORS INC History No change 4,877 1,021 0.05% 0.05% 223 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 4,853 1,009 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 4,804 1,005 0.01% 0.01% 225 0 0.0% Q2 2026 Sep 23, 2026
Curated Wealth Partners LLC History Reduced 5,865 1,002 0.08% 0.15% 226 -182 -3.01% Q3 2026 Oct 15, 2026
Peterson Wealth Services History Added to 5,794 990 0.21% 0.24% 227 +481 9.05% Q3 2026 Oct 23, 2026
INCEPTIONR LLC History No change 4,724 988 0.24% 0.24% 228 0 0.0% Q2 2026 Aug 10, 2026
Pacer Advisors, Inc. History No change 4,671 978 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 4,663 976 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 27, 2026
D.B. Root & Company, LLC History Added to 5,554 949 0.2% 0.23% 231 +418 8.14% Q3 2026 Nov 04, 2026
TRUIST FINANCIAL CORP History Added to 5,488 937 0.0% 0.0% 232 +28 0.51% Q3 2026 Oct 30, 2026
New Age Alpha Advisors, LLC History No change 4,440 929 0.04% 0.04% 233 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History Reduced 5,351 914 0.07% 0.16% 234 -1,980 -27.01% Q3 2026 Oct 28, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 4,348 910 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 5,282 902 0.0% 0.0% 236 +2,504 90.14% Q3 2026 Oct 28, 2026
Vise Technologies, Inc. History Added to 5,004 855 0.01% 0.01% 237 +1,005 25.13% Q3 2026 Oct 28, 2026
Medallion Wealth Advisors, LLC History No change 4,000 837 0.26% 0.26% 238 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 3,980 833 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 11, 2026
XPONANCE LLC History Reduced 4,863 830 0.0% 0.01% 240 -196 -3.87% Q3 2026 Nov 03, 2026
AVIVA PLC History No change 3,961 829 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 13, 2026
Roundview Capital LLC History No change 3,902 816 0.04% 0.04% 242 0 0.0% Q2 2026 Jul 30, 2026
D.A. DAVIDSON & CO. History Added to 4,742 810 0.0% 0.01% 243 +6 0.13% Q3 2026 Oct 27, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 3,857 807 0.17% 0.17% 244 0 0.0% Q2 2026 Jul 27, 2026
Ipswich Investment Management Co., Inc. History Reduced 4,669 797 0.17% 0.22% 245 -232 -4.73% Q3 2026 Oct 13, 2026
Dynasty Wealth Management, LLC History No change 3,696 773 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 3,623 758 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 11, 2026
MACKENZIE FINANCIAL CORP History New 4,368 746 0.0% — 248 +4,368 New Q3 2026 Nov 02, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 4,136 706 0.0% 0.0% 249 +10 0.24% Q3 2026 Nov 02, 2026
Integrated Wealth Concepts LLC History No change 3,361 703 0.0% 0.0% 250 0 0.0% Q2 2026 Sep 08, 2026
Vancity Investment Management Ltd History No change 3,354 702 0.11% 0.11% 251 0 0.0% Q2 2026 Aug 24, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 3,320 695 0.06% 0.06% 252 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,241 679 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 10, 2026
State of Alaska, Department of Revenue History Reduced 3,884 663 0.01% 0.01% 254 -147 -3.65% Q3 2026 Oct 15, 2026
Engineers Gate Manager LP History No change 3,159 661 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 3,717 637 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 13, 2026
Sierra Legacy Group History No change 3,010 630 0.49% 0.49% 257 0 0.0% Q2 2026 Jul 17, 2026
Cetera Investment Advisers History No change 2,975 622 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 2,898 606 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 2,888 604 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 13, 2026
Bahl & Gaynor LLC History No change 3,528 602 0.0% 0.0% 261 0 0.0% Q3 2026 Nov 05, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 3,062 579 0.02% 0.02% 262 0 0.0% Q2 2026 Jul 23, 2026
LECAP ASSET MANAGEMENT LTD History New 3,147 537 0.26% — 263 +3,147 New Q3 2026 Oct 27, 2026
Aureus Asset Management, LLC History No change 2,528 529 0.03% 0.03% 264 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 2,510 525 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 14, 2026
Hardy Reed LLC History No change 2,475 518 0.03% 0.03% 266 0 0.0% Q2 2026 Aug 03, 2026
Fifth Third Wealth Advisors LLC History Added to 3,027 517 0.01% 0.02% 267 +299 10.96% Q3 2026 Oct 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 2,979 509 0.01% 0.01% 268 -44 -1.46% Q3 2026 Oct 23, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 2,434 509 0.03% 0.03% 269 0 0.0% Q2 2026 Aug 14, 2026
Sendero Wealth Management, LLC History No change 2,974 508 0.05% 0.06% 270 0 0.0% Q3 2026 Oct 14, 2026
Genesee Capital Advisors, LLC History Added to 2,951 504 0.16% 0.19% 271 +5 0.17% Q3 2026 Oct 20, 2026
Sepio Capital, LP History No change 2,847 486 0.02% 0.03% 272 0 0.0% Q3 2026 Oct 22, 2026
Inspire Investing, LLC History Reduced 2,836 484 0.02% 0.03% 273 -413 -12.71% Q3 2026 Oct 22, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 2,300 481 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 14, 2026
DnB Asset Management AS History No change 2,273 475 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History No change 2,267 474 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 12, 2026
FIRST CITIZENS BANK & TRUST CO History New 2,766 472 0.01% — 277 +2,766 New Q3 2026 Oct 13, 2026
Utah Retirement Systems History No change 2,146 449 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 2,111 442 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 05, 2026
Apollon Wealth Management, LLC History Reduced 2,583 441 0.01% 0.01% 280 -44 -1.67% Q3 2026 Oct 23, 2026
TWO SIGMA SECURITIES, LLC History No change 2,097 439 0.04% 0.04% 281 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 2,539 433 0.0% 0.0% 283 -1,213 -32.33% Q3 2026 Nov 04, 2026
BANK OF NOVA SCOTIA History No change 2,072 433 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 12, 2026
Swiss Life Asset Management Ltd History No change 2,505 428 0.0% 0.0% 284 0 0.0% Q3 2026 Nov 03, 2026
Amundi History No change 2,026 424 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 2,021 423 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History Reduced 2,443 417 0.03% 0.04% 287 -351 -12.56% Q3 2026 Oct 27, 2026
Maryland State Retirement & Pension System History No change 1,981 414 0.01% 0.01% 288 0 0.0% Q2 2026 Jul 30, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,965 411 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,943 406 0.0% 0.0% 290 0 0.0% Q2 2026 Sep 23, 2026
US BANCORP \DE\ History Added to 2,370 404 0.0% 0.0% 291 +68 2.95% Q3 2026 Nov 05, 2026
Equitable Holdings, Inc. History No change 1,920 401 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 17, 2026
SUMMIT SECURITIES GROUP LLC History New 2,333 398 0.04% — 293 +2,333 New Q3 2026 Nov 05, 2026
GLENMEDE TRUST CO NA History No change 1,831 383 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,194 377 0.01% 0.01% 295 -330 -13.07% Q3 2026 Oct 20, 2026
MML INVESTORS SERVICES, LLC History No change 1,796 375 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 07, 2026
CIM INVESTMENT MANAGEMENT INC History No change 1,764 369 0.09% 0.09% 297 0 0.0% Q2 2026 Sep 29, 2026
Inspire Advisors, LLC History No change 1,767 368 0.03% 0.03% 298 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History Added to 2,110 360 0.01% 0.01% 299 +330 18.54% Q3 2026 Nov 05, 2026
PFW Advisors LLC History Reduced 2,101 359 0.11% 0.15% 300 -285 -11.94% Q3 2026 Oct 07, 2026
Argent Trust Co History No change 1,692 354 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 06, 2026
111 Capital History Added to 2,058 351 0.05% 0.04% 303 +935 83.26% Q3 2026 Nov 03, 2026
NewEdge Advisors, LLC History No change 1,679 351 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History Added to 2,032 347 0.0% 0.0% 304 +434 27.16% Q3 2026 Oct 23, 2026
CAXTON ASSOCIATES LLP History No change 1,659 347 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History New 2,016 346 0.01% — 306 +2,016 New Q3 2026 Oct 09, 2026
Penserra Capital Management LLC History No change 1,598 333 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 13, 2026
Petros Family Wealth, LLC History Added to 1,894 323 0.19% 0.24% 308 +44 2.38% Q3 2026 Oct 28, 2026
Nykredit A/S History No change 1,537 321 0.0% 0.0% 309 0 0.0% Q2 2026 Sep 08, 2026
GAMMA Investing LLC History Added to 1,846 315 0.01% 0.01% 310 +431 30.46% Q3 2026 Oct 08, 2026
IFC Advisors LLC History No change 1,488 311 0.04% 0.04% 311 0 0.0% Q2 2026 Aug 05, 2026
PineStone Asset Management Inc. History Reduced 1,810 309 0.0% 0.0% 312 -200 -9.95% Q3 2026 Oct 16, 2026
Quantum Private Wealth, LLC History Reduced 1,795 306 0.08% 0.1% 313 -16 -0.88% Q3 2026 Oct 20, 2026
Quadrature Capital Ltd History No change 1,456 304 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 06, 2026
Morningstar Investment Management LLC History No change 1,746 299 0.02% 0.02% 315 0 0.0% Q2 2026 Jul 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,423 297 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,409 295 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 13, 2026
Balboa Wealth Partners History Reduced 1,688 288 0.04% 0.05% 318 -121 -6.69% Q3 2026 Oct 20, 2026
Merit Financial Group, LLC History No change 1,375 287 0.0% 0.0% 319 0 0.0% Q2 2026 Jul 20, 2026
Marin Bay Wealth Advisors, LLC History No change 1,680 287 0.15% 0.19% 320 0 0.0% Q3 2026 Oct 28, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,368 286 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 1,353 283 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 10, 2026
Frec Markets, Inc. History No change 1,354 283 0.03% 0.03% 323 0 0.0% Q2 2026 Aug 13, 2026
Argos Wealth Advisors, LLC History Reduced 1,652 282 0.08% 0.1% 324 -101 -5.76% Q3 2026 Nov 02, 2026
BLAIR WILLIAM & CO/IL History No change 1,323 276 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 1,319 276 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 17, 2026
SkyOak Wealth, LLC History New 1,609 274 0.04% — 327 +1,609 New Q3 2026 Oct 28, 2026
Walleye Capital LLC History No change 1,306 273 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 03, 2026
Y.D. More Investments Ltd History Added to 1,577 269 0.01% 0.01% 329 +78 5.2% Q3 2026 Nov 02, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,567 268 0.0% 0.0% 330 -11 -0.7% Q3 2026 Nov 02, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,277 267 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History Reduced 1,558 266 0.0% 0.0% 332 -65 -4.0% Q3 2026 Oct 28, 2026
Bridgefront Capital, LLC History No change 1,262 264 0.07% 0.07% 333 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History Added to 1,535 262 0.0% 0.0% 334 +401 35.36% Q3 2026 Oct 22, 2026
Kingsview Wealth Management, LLC History No change 1,246 260 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 18, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,240 259 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History Reduced 1,513 258 0.01% 0.01% 337 -146 -8.8% Q3 2026 Nov 02, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,508 257 0.0% 0.0% 338 +891 144.41% Q3 2026 Oct 20, 2026
Trust Point Inc. History Reduced 1,500 256 0.02% 0.03% 339 -334 -18.21% Q3 2026 Oct 27, 2026
Linden Thomas Advisory Services, LLC History Reduced 1,501 256 0.02% 0.03% 340 -3 -0.2% Q3 2026 Oct 19, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,477 252 0.0% 0.0% 341 -189 -11.34% Q3 2026 Oct 26, 2026
DENALI ADVISORS LLC History No change 1,205 252 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History Added to 1,426 242 0.01% 0.01% 343 +138 10.71% Q3 2026 Oct 13, 2026
Payne Capital Management, LLC History No change 1,153 241 0.06% 0.06% 344 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 1,139 238 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 1,133 237 0.0% 0.0% 346 0 0.0% Q2 2026 Jul 24, 2026
CIBC Asset Management Inc History No change 1,329 227 0.0% 0.0% 347 0 0.0% Q3 2026 Nov 05, 2026
Claret Asset Management Corp History No change 1,078 226 0.02% 0.02% 348 0 0.0% Q2 2026 Jul 27, 2026
Tannin Capital LLC History Reduced 1,320 225 0.17% 0.21% 349 -224 -14.51% Q3 2026 Nov 05, 2026
Robertson Stephens Wealth Management, LLC History No change 1,305 223 0.01% 0.01% 350 0 0.0% Q3 2026 Oct 16, 2026
Provident Investment Management, Inc. History New 1,300 222 0.02% — 351 +1,300 New Q3 2026 Oct 23, 2026
Olympiad Research LP History New 1,289 220 0.29% — 352 +1,289 New Q3 2026 Nov 04, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,032 216 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 14, 2026
North Dakota State Investment Board History Added to 1,260 215 0.01% 0.01% 355 +30 2.44% Q3 2026 Oct 27, 2026
RMR Capital Management, LLC History No change 1,263 215 0.15% 0.18% 354 0 0.0% Q3 2026 Oct 23, 2026
Rossmore Private Capital History New 1,250 213 0.02% — 356 +1,250 New Q3 2026 Oct 27, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 1,015 212 0.01% 0.01% 357 0 0.0% Q2 2026 Jul 21, 2026
Pure Financial Advisors, LLC History No change 1,008 211 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Reduced 1,196 204 0.0% 0.0% 359 -42 -3.39% Q3 2026 Oct 22, 2026
Mayfair Advisory Group, LLC History Reduced 1,188 203 0.06% 0.07% 361 -15 -1.25% Q3 2026 Oct 19, 2026
Rehmann Capital Advisory Group History No change 974 203 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 20, 2026
Provenance Wealth Advisors, LLC History New 1,186 202 0.01% — 362 +1,186 New Q3 2026 Oct 30, 2026
LAZARD ASSET MANAGEMENT LLC History No change 960 200 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 14, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 956 200 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 12, 2026
HM PAYSON & CO History No change 935 195 0.0% 0.0% 365 0 0.0% Q2 2026 Jul 17, 2026
IFP Advisors, Inc History Added to 1,021 174 0.0% 0.0% 366 +192 23.16% Q3 2026 Oct 16, 2026
DekaBank Deutsche Girozentrale History Reduced 996 171 0.0% 0.01% 367 -38,395 -97.47% Q3 2026 Oct 27, 2026
Root Financial Partners, LLC History New 985 168 0.01% — 368 +985 New Q3 2026 Oct 21, 2026
SIGNATUREFD, LLC History Added to 983 167 0.0% 0.0% 369 +367 59.58% Q3 2026 Oct 23, 2026
UMB Bank, n.a. History No change 750 157 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 13, 2026
Eurizon Capital SGR S.p.A. History No change 735 153 0.0% 0.0% 371 0 0.0% Q2 2026 Jul 29, 2026
Rachor Investment Advisory Services, LLC History Added to 826 141 0.07% 0.08% 372 +1 0.12% Q3 2026 Oct 29, 2026
Allworth Financial LP History No change 628 131 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 11, 2026
Hilltop National Bank History No change 761 130 0.03% 0.03% 374 0 0.0% Q3 2026 Oct 14, 2026
Global Retirement Partners, LLC History No change 597 125 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 06, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 600 125 0.03% 0.03% 376 0 0.0% Q2 2026 Nov 03, 2026
WESTPAC BANKING CORP History No change 574 120 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 521 109 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 06, 2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD History No change 500 104 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 07, 2026
SITTNER & NELSON, LLC History No change 488 102 0.03% 0.03% 380 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Added to 569 97 0.0% 0.0% 381 +57 11.13% Q3 2026 Oct 08, 2026
STRS OHIO History Reduced 565 96 0.0% 0.0% 382 -302 -34.83% Q3 2026 Oct 30, 2026
Basecamp Wealth Advisors LLC History No change 411 86 0.02% 0.02% 383 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 363 75 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 13, 2026
Heritage Family Offices, LLP History New 416 71 0.02% — 385 +416 New Q3 2026 Nov 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 293 61 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Reduced 352 60 0.01% 0.01% 387 -35 -9.04% Q3 2026 Oct 01, 2026
EverSource Wealth Advisors, LLC History Added to 333 56 0.0% 0.0% 388 +22 7.07% Q3 2026 Nov 04, 2026
Covestor Ltd History Reduced 319 55 0.04% 0.04% 389 -21 -6.18% Q3 2026 Oct 30, 2026
ASSETMARK, INC History Added to 268 45 0.0% 0.0% 390 +117 77.48% Q3 2026 Oct 21, 2026
Essential Partners LLC History Added to 259 44 0.02% 0.01% 391 +116 81.12% Q3 2026 Oct 14, 2026
Larson Financial Group LLC History Reduced 256 43 0.0% 0.0% 392 -2 -0.78% Q3 2026 Nov 05, 2026
Smartleaf Asset Management LLC History No change 199 41 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 12, 2026
Park Place Capital Corp History No change 177 37 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History New 211 36 0.0% — 396 +211 New Q3 2026 Nov 04, 2026
Harvest Fund Management Co., Ltd History No change 174 36 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 19, 2026
SJS Investment Consulting Inc. History Added to 193 32 0.0% 0.0% 397 +82 73.87% Q3 2026 Oct 26, 2026
Putney Financial Group LLC History New 182 31 0.02% — 401 +182 New Q3 2026 Oct 30, 2026
Byrne Asset Management LLC History Reduced 180 31 0.02% 0.02% 400 -30 -14.29% Q3 2026 Oct 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 150 31 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 150 31 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History No change 146 30 0.0% 0.0% 402 0 0.0% Q2 2026 Jul 28, 2026
MONTAG A & ASSOCIATES INC History Added to 165 28 0.0% 0.0% 403 +158 2257.14% Q3 2026 Oct 29, 2026
Caitlin John, LLC History No change 131 27 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 17, 2026
Parallel Advisors, LLC History Reduced 146 24 0.0% 0.0% 405 -33 -18.44% Q3 2026 Nov 03, 2026
WELLINGTON-ALTUS USA INC. History No change 141 24 0.02% 0.02% 406 0 0.0% Q2 2026 Sep 17, 2026
Millstone Evans Group, LLC History No change 108 22 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 11, 2026
LRI Investments, LLC History No change 104 21 0.0% 0.0% 408 0 0.0% Q2 2026 Jul 14, 2026
Geneos Wealth Management Inc. History No change 100 20 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 116 19 0.0% 0.0% 410 0 0.0% Q3 2026 Oct 30, 2026
JPL Wealth Management, LLC History No change 91 19 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 85 17 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 11, 2026
Tower View Wealth Management LLC History No change 103 17 0.01% 0.01% 413 0 0.0% Q3 2026 Oct 23, 2026
True Wealth Design, LLC History Added to 80 13 0.0% 0.0% 415 +24 42.86% Q3 2026 Oct 13, 2026
MATHER GROUP, LLC. History Added to 78 13 0.0% 0.0% 414 +15 23.81% Q3 2026 Oct 14, 2026
CVA Family Office, LLC History No change 61 12 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 07, 2026
Quent Capital, LLC History No change 58 12 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 50 10 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 45 9 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 06, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 56 9 0.0% 0.0% 420 0 0.0% Q3 2026 Nov 04, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 42 7 0.0% 0.0% 421 -54 -56.25% Q3 2026 Oct 05, 2026
Fortitude Family Office, LLC History Added to 41 7 0.0% 0.0% 424 +3 7.89% Q3 2026 Oct 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 34 7 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 45 7 0.0% 0.0% 423 0 0.0% Q3 2026 Nov 03, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 38 6 0.0% 0.0% 426 -15 -28.3% Q3 2026 Oct 19, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 36 6 0.0% 0.0% 425 0 0.0% Q3 2026 Oct 22, 2026
Keating Financial Advisory Services, Inc. History No change 29 6 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 11, 2026
Ascentis Wealth Management, LLC History New 30 5 0.0% — 432 +30 New Q3 2026 Nov 03, 2026
Activest Wealth Management History Added to 32 5 0.0% 0.0% 429 +20 166.67% Q3 2026 Oct 15, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 25 5 0.0% 0.0% 428 0 0.0% Q2 2026 Oct 30, 2026
Rossby Financial, LCC History No change 34 5 0.0% 0.0% 430 0 0.0% Q3 2026 Nov 05, 2026
BFC Planning, Inc. History No change 25 5 0.0% 0.0% 431 0 0.0% Q2 2026 Oct 29, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 24 4 0.0% — 435 +24 New Q3 2026 Oct 16, 2026
Bell Investment Advisors, Inc History Added to 27 4 0.0% 0.0% 433 +3 12.5% Q3 2026 Oct 28, 2026
Sachetta, LLC History No change 22 4 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 19 3 0.0% 0.0% 438 -33 -63.46% Q3 2026 Oct 27, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 20 3 0.0% 0.0% 437 +5 33.33% Q3 2026 Oct 28, 2026
Private Wealth Management Group, LLC History Reduced 20 3 0.0% 0.0% 441 -2 -9.09% Q3 2026 Oct 19, 2026
MANNING & NAPIER ADVISORS LLC History No change 16 3 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 13, 2026
Cedar Mountain Advisors, LLC History No change 22 3 0.0% 0.0% 439 0 0.0% Q3 2026 Oct 15, 2026
Blue Trust, Inc. History No change 20 3 0.0% 0.0% 440 0 0.0% Q3 2026 Oct 15, 2026
Retirement Wealth Solutions LLC History No change 20 3 0.0% 0.0% 442 0 0.0% Q3 2026 Oct 07, 2026
GK Wealth Management LLC History New 14 2 0.0% — 453 +14 New Q3 2026 Oct 09, 2026
Jacobi Capital Management LLC History New 12 2 0.0% — 452 +12 New Q3 2026 Nov 05, 2026
Creative Capital Management Investments LLC History Added to 14 2 0.0% 0.0% 446 +3 27.27% Q3 2026 Oct 27, 2026
James T. Borello RIA History Added to 12 2 0.0% 0.0% 451 +3 33.33% Q3 2026 Oct 16, 2026
CX Institutional History No change 10 2 0.0% 0.0% 443 0 0.0% Q3 2026 Oct 02, 2026
Salomon & Ludwin, LLC History No change 12 2 0.0% 0.0% 444 0 0.0% Q3 2026 Oct 29, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 10 2 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 04, 2026
Quarry LP History No change 14 2 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 14, 2026
Kilter Group LLC History No change 10 2 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 14 2 0.0% 0.0% 449 0 0.0% Q3 2026 Oct 29, 2026
Silver Grove Financial Group, Inc. History No change 13 2 0.0% 0.0% 450 0 0.0% Q3 2026 Nov 05, 2026
Elyxium Wealth, LLC History New 11 1 0.0% — 471 +11 New Q3 2026 Oct 27, 2026
Burk Holdings LLC History New 9 1 0.0% — 472 +9 New Q3 2026 Nov 04, 2026
Physician Wealth Advisors, Inc. History Reduced 9 1 0.0% 0.0% 461 -5 -35.71% Q3 2026 Oct 20, 2026
Avion Wealth History Added to 6 1 0.0% — 460 +3 100.0% Q3 2026 Nov 03, 2026
Bay Harbor Wealth Management, LLC History Reduced 7 1 0.0% 0.0% 458 -1 -12.5% Q3 2026 Nov 03, 2026
FIRST HORIZON CORP History No change 10 1 0.0% 0.0% 454 0 0.0% Q3 2026 Oct 26, 2026
Ancora Advisors LLC History No change 6 1 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 5 1 0.0% 0.0% 456 0 0.0% Q3 2026 Oct 27, 2026
Clearstead Trust, LLC History No change 8 1 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 06, 2026
Prestige Wealth Management Group LLC History No change 5 1 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 14, 2026
High Note Wealth, LLC History No change 10 1 0.0% 0.0% 462 0 0.0% Q3 2026 Oct 27, 2026
Cromwell Holdings LLC History No change 10 1 0.0% 0.0% 463 0 0.0% Q3 2026 Oct 28, 2026
Nemes Rush Group LLC History No change 9 1 0.0% 0.0% 464 0 0.0% Q3 2026 Nov 04, 2026
DiNuzzo Private Wealth, Inc. History No change 8 1 0.0% 0.0% 465 0 0.0% Q3 2026 Oct 15, 2026
Principia Wealth Advisory, LLC History No change 8 1 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 26, 2026
Rialto Wealth Management, LLC History No change 6 1 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 8 1 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 04, 2026
MidFirst Bank History No change 9 1 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 07, 2026
Ares Financial Consulting, LLC History No change 10 1 0.0% 0.0% 470 0 0.0% Q3 2026 Oct 19, 2026
Henshaw Capital LLC History Closed out 0 0 — 0.05% — -7,596 -100.0% Q3 2026 Nov 03, 2026
WESBANCO BANK INC History Closed out 0 0 — 0.02% — -4,204 -100.0% Q3 2026 Nov 04, 2026
WRIGHT INVESTORS SERVICE INC History Closed out 0 0 — 0.19% — -3,278 -100.0% Q3 2026 Nov 02, 2026
Machina Capital S.A.S. History Closed out 0 0 — 0.07% — -2,210 -100.0% Q3 2026 Nov 05, 2026
Ethic Inc. History Closed out 0 0 — 0.01% — -2,079 -100.0% Q3 2026 Nov 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -1,738 -100.0% Q3 2026 Oct 21, 2026
Wellington Shields & Co., LLC History Closed out 0 0 — 0.07% — -1,585 -100.0% Q3 2026 Nov 03, 2026
MOODY NATIONAL BANK TRUST DIVISION History Closed out 0 0 — 0.02% — -1,256 -100.0% Q3 2026 Oct 06, 2026
Abel Hall, LLC History Closed out 0 0 — 0.04% — -1,160 -100.0% Q3 2026 Oct 19, 2026
Americana Partners, LLC History Closed out 0 0 — 0.01% — -1,159 -100.0% Q3 2026 Oct 28, 2026
GENESIS PRIVATE WEALTH, LLC History Closed out 0 0 — 0.07% — -1,139 -100.0% Q3 2026 Nov 02, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.01% — -1,129 -100.0% Q3 2026 Nov 03, 2026
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 — 0.0% — -1,051 -100.0% Q3 2026 Oct 20, 2026
Planned Solutions, Inc. History Closed out 0 0 — 0.06% — -990 -100.0% Q3 2026 Oct 19, 2026
BRIGHTON JONES LLC History Closed out 0 0 — 0.0% — -977 -100.0% Q3 2026 Nov 03, 2026
Riverwater Partners LLC History Closed out 0 0 — 0.06% — -968 -100.0% Q3 2026 Nov 03, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -500 -100.0% Q3 2026 Oct 28, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -348 -100.0% Q3 2026 Oct 15, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — 0.0% — -83 -100.0% Q3 2026 Oct 29, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.01% — -69 -100.0% Q3 2026 Nov 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -55 -100.0% Q3 2026 Nov 02, 2026
PRIVATE TRUST CO NA History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2026 Oct 20, 2026
Raleigh Capital Management Inc. History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2026 Oct 28, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2026 Nov 03, 2026
USA FINANCIAL FORMULAS History New 4 0 — — — +4 New Q3 2026 Oct 16, 2026
DecisionPoint Financial, LLC History Added to 3 0 — — — +2 200.0% Q3 2026 Oct 27, 2026
Hughes Financial Services, LLC History Reduced 1 0 — — — -2 -66.67% Q3 2026 Oct 30, 2026
Navigoe, LLC History Closed out 0 0 — — — -2 -100.0% Q3 2026 Nov 03, 2026
Davis Capital Management History New 1 0 — — — +1 New Q3 2026 Oct 08, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Nov 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Transamerica Financial Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
USA FINANCIAL FORMULAS History No change 2 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Financial Management Professionals, Inc. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Mirae Asset Global Investments Co., Ltd. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Bogart Wealth, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Bruce G. Allen Investments, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Bare Financial Services, Inc History No change 4 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
Wealth Enhancement Trust Services, Inc. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 07, 2026
Wilkerson Advisory Group LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 20, 2026