STAAR SURGICAL CO - STAA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BROADWOOD CAPITAL INC History No change 16,123,842 462,593 24.18% 24.18% 1 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 6,731,154 193,116 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
Madison Avenue Partners, LP History No change 4,175,748 119,802 5.16% 5.16% 3 0 0.0% Q2 2026 Aug 14, 2026
Yunqi Capital Ltd History No change 3,257,130 93,447 74.8% 74.8% 4 0 0.0% Q2 2026 Aug 05, 2026
Point72 Asset Management, L.P. History No change 2,437,446 69,930 0.08% 0.08% 5 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 2,150,809 61,706 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,979,573 56,793 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,769,354 50,762 0.0% 0.0% 8 0 0.0% Q2 2026 Sep 22, 2026
Anatole Investment Management Ltd History No change 1,651,701 47,387 8.03% 8.03% 9 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,552,743 44,548 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 1,316,119 37,759 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,076,006 30,878 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
Two Seas Capital LP History No change 1,064,389 30,537 0.6% 0.6% 13 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 867,142 24,881 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN CAPITAL MANAGEMENT INC History No change 846,659 24,290 1.09% 1.09% 15 0 0.0% Q2 2026 Aug 14, 2026
AI-Squared Management Ltd History No change 542,420 15,562 8.3% 8.3% 16 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 445,713 12,787 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 432,784 12,416 0.0% 0.0% 18 0 0.0% Q2 2026 Sep 02, 2026
NORTHERN TRUST CORP History No change 423,112 12,139 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 404,183 11,596 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 365,200 10,477 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 340,400 9,766 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
Defender Capital, LLC. History Reduced 429,762 9,716 3.04% 4.02% 23 -1,425 -0.33% Q3 2026 Oct 01, 2026
Defilade Capital Management, L.P. History No change 322,126 9,241 1.24% 1.24% 24 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 322,004 9,238 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 284,401 8,159 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 241,976 6,942 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 229,278 6,577 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 06, 2026
Squarepoint Ops LLC History No change 188,292 5,402 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 183,775 5,272 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 171,037 4,907 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 164,142 4,709 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 133,417 3,827 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
Freshford Capital Management, LLC History No change 125,000 3,586 1.23% 1.23% 34 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 112,316 3,334 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
IMC-Chicago, LLC History No change 110,587 3,172 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA INVESTMENTS, LP History No change 110,288 3,164 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 107,417 3,081 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 102,305 2,935 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 100,197 2,874 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 97,559 2,798 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 92,388 2,650 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 03, 2026
ZACKS INVESTMENT MANAGEMENT History No change 82,874 2,377 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 77,890 2,234 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Linden Thomas Advisory Services, LLC History No change 67,583 1,938 0.16% 0.16% 45 0 0.0% Q2 2026 Jul 16, 2026
Meros Investment Management, LP History No change 65,000 1,864 0.59% 0.59% 46 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 60,760 1,743 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 60,166 1,727 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 59,700 1,712 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 11, 2026
GABELLI FUNDS LLC History No change 54,718 1,569 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 51,621 1,481 0.1% 0.1% 51 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 50,062 1,436 0.0% 0.0% 52 0 0.0% Q2 2026 Jul 23, 2026
PRUDENTIAL FINANCIAL INC History No change 49,684 1,425 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 49,107 1,408 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 10, 2026
Range Financial Group LLC History No change 49,066 1,407 0.38% 0.38% 55 0 0.0% Q2 2026 Jul 15, 2026
Corient Private Wealth LP History No change 48,968 1,404 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 27, 2026
Y-Intercept (Hong Kong) Ltd History No change 47,343 1,358 0.03% 0.03% 57 0 0.0% Q2 2026 Jul 13, 2026
CANADA LIFE ASSURANCE Co History No change 38,986 1,117 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 37,670 1,080 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 37,161 1,066 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History No change 36,898 1,058 0.11% 0.11% 61 0 0.0% Q2 2026 Aug 12, 2026
SIERRA SUMMIT ADVISORS LLC History No change 36,524 1,047 0.12% 0.12% 62 0 0.0% Q2 2026 Jul 20, 2026
GSA CAPITAL PARTNERS LLP History No change 36,347 1,043 0.07% 0.07% 63 0 0.0% Q2 2026 Aug 06, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 35,378 1,014 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 34,676 994 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 34,626 993 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 33,754 968 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 24, 2026
WELLS FARGO & COMPANY/MN History No change 33,647 965 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 50,962 952 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 33,179 951 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 33,170 951 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 32,694 938 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History No change 32,500 932 0.14% 0.14% 73 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 31,073 891 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 29,210 838 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
Jain Global LLC History No change 28,666 822 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History No change 26,841 770 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 24,922 715 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 22,005 631 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 21,800 625 0.01% 0.01% 80 0 0.0% Q2 2026 Jul 21, 2026
Engineers Gate Manager LP History No change 21,550 618 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 21,475 616 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 21,383 613 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 21,308 611 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 19,678 564 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 19,135 548 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 18,871 541 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 18,431 528 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 17,624 505 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 16,931 485 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 11, 2026
State of Alaska, Department of Revenue History No change 16,396 470 0.0% 0.0% 91 0 0.0% Q2 2026 Jul 20, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 15,637 448 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 14,789 424 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 14,512 416 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 13,791 395 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 10, 2026
Amundi History No change 13,575 389 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 13,385 384 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 13,330 382 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 16, 2026
Schonfeld Strategic Advisors LLC History No change 13,155 377 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 13,047 374 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History No change 12,944 371 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 23, 2026
Williams Jones Wealth Management, LLC. History No change 12,900 370 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 05, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 12,326 354 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,214 350 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 29, 2026
RAYMOND JAMES FINANCIAL INC History No change 12,046 345 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 12,054 345 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 11,806 338 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 17, 2026
Hillsdale Investment Management Inc. History No change 11,320 324 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 11,276 323 0.0% 0.0% 109 0 0.0% Q2 2026 Jul 28, 2026
Jupiter Topco LLC History No change 11,034 316 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 10,882 312 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 10,906 312 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 06, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 10,762 308 0.03% 0.03% 113 0 0.0% Q2 2026 Jul 31, 2026
Centiva Capital, LP History No change 10,076 289 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 9,303 266 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 9,176 263 0.0% 0.0% 116 0 0.0% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 9,148 262 0.0% 0.0% 117 0 0.0% Q2 2026 Sep 09, 2026
Vanguard Investments Australia, Ltd. History No change 8,781 251 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
OXFORD ASSET MANAGEMENT LLP History No change 8,339 239 0.12% 0.12% 119 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 8,291 237 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 07, 2026
Arizona State Retirement System History No change 8,197 235 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 8,137 233 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 8,054 231 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
GAMCO INVESTORS, INC. ET AL History No change 7,750 222 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
Catalyst Funds Management Pty Ltd History No change 7,592 217 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 10, 2026
KLP KAPITALFORVALTNING AS History No change 7,400 212 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 12, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 7,285 209 0.01% 0.01% 127 0 0.0% Q2 2026 Jul 28, 2026
INCEPTIONR LLC History No change 7,231 207 0.05% 0.05% 128 0 0.0% Q2 2026 Aug 10, 2026
Maryland State Retirement & Pension System History No change 7,214 206 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 30, 2026
NATIONAL BANK OF CANADA /FI/ History No change 6,483 185 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 5,964 171 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 5,121 146 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,697 135 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 10, 2026
GROUP ONE TRADING LLC History No change 4,309 123 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 3,455 98 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,261 93 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 3,082 88 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 1,910 54 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,911 54 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 1,586 45 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,492 43 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 1,475 42 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 07, 2026
Larson Financial Group LLC History No change 1,373 39 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 1,258 36 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 23, 2026
CULLEN/FROST BANKERS, INC. History No change 1,076 30 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 27, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,064 30 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 818 23 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT SECURITIES GROUP LLC History No change 702 20 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 03, 2026
BNP Paribas Asset Management Holding S.A. History No change 647 18 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 587 16 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 437 12 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 05, 2026
UMB Bank, n.a. History No change 367 10 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Nykredit A/S History No change 343 9 0.0% 0.0% 153 0 0.0% Q2 2026 Sep 08, 2026
SBI Securities Co., Ltd. History No change 315 9 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 22, 2026
BESSEMER GROUP INC History No change 288 8 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 280 8 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 300 8 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 11, 2026
Caitong International Asset Management Co., Ltd History No change 287 8 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 04, 2026
Banque Transatlantique SA History No change 395 8 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 30, 2026
JONES FINANCIAL COMPANIES LLLP History No change 270 7 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History No change 283 6 0.0% 0.0% 161 0 0.0% Q3 2026 Oct 05, 2026
Sterling Capital Management LLC History No change 180 5 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 28, 2026
Optiver Holding B.V. History No change 182 5 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 195 5 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 17, 2026
Leonteq Securities AG History No change 174 4 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 168 4 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History No change 185 4 0.0% 0.0% 167 0 0.0% Q3 2026 Oct 01, 2026
FNY Investment Advisers, LLC History No change 150 4 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 08, 2026
Quarry LP History No change 153 4 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 110 3 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 122 3 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History No change 100 2 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 73 2 0.0% 0.0% 173 0 0.0% Q2 2026 Sep 04, 2026
Arax Advisory Partners History No change 88 2 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 10, 2026
Golden State Wealth Management, LLC History No change 90 2 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 22, 2026
Avion Wealth History No change 100 2 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 31, 2026
Continuum Advisory, LLC History No change 93 2 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 35 1 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 46 1 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History No change 48 1 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 24, 2026
Steward Partners Investment Advisory, LLC History No change 68 1 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 35 1 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
Caitlin John, LLC History No change 56 1 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 17, 2026
Keating Financial Advisory Services, Inc. History No change 36 1 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 25 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Plante Moran Financial Advisors, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 22 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Silicon Valley Capital Partners History No change 22 0 — — — 0 0.0% Q2 2026 Sep 21, 2026
Global Retirement Partners, LLC History No change 29 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Davis Capital Management History No change 3 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
SJS Investment Consulting Inc. History No change 25 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Evolution Advisers, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Covestor Ltd History No change 16 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
TD Waterhouse Canada Inc. History No change 28 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Ankerstar Wealth, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Investors Portfolio Services LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 28, 2026