STARWOOD PROPERTY TRUST, INC. - STWD

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 35,980,845 589,366 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 15,779,112 258,461 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 15,026,029 246,126 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 11,903,686 200,604 0.01% 0.01% 4 0 0.0% Q2 2026 Sep 22, 2026
MORGAN STANLEY History No change 8,787,711 143,942 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 6,699,499 109,763 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 4,977,504 81,551 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 4,516,098 73,973 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
Advisors Capital Management, LLC History No change 4,280,864 70,120 0.74% 0.74% 9 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA INVESTMENTS, LP History No change 3,869,543 63,383 0.05% 0.05% 10 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 3,046,542 49,902 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,931,036 48,010 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 2,707,449 44,348 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,648,402 43,380 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 2,337,908 39,929 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,413,282 39,529 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 2,350,328 38,498 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History No change 2,217,308 36,319 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 1,829,099 29,960 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 1,742,303 28,538 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
VAN ECK ASSOCIATES CORP History No change 1,598,413 26,182 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,557,166 25,506 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 1,512,203 24,769 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 1,396,969 22,882 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 1,271,168 20,821 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
Portman Square Capital LLP History No change 1,267,510 20,761 0.98% 0.98% 26 0 0.0% Q2 2026 Jul 15, 2026
Leeward Investments, LLC - MA History No change 1,238,588 20,288 0.92% 0.92% 27 0 0.0% Q2 2026 Jul 29, 2026
BANK OF AMERICA CORP /DE/ History No change 1,192,709 19,536 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,181,575 19,354 0.0% 0.0% 29 0 0.0% Q2 2026 Sep 02, 2026
D. E. Shaw & Co., Inc. History No change 1,023,108 16,758 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 1,007,320 16,499 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 918,372 15,042 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 07, 2026
RHUMBLINE ADVISERS History No change 917,256 15,024 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 897,465 14,700 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 891,273 14,599 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 13, 2026
NFC Investments, LLC History No change 826,096 13,531 3.44% 3.44% 36 0 0.0% Q2 2026 Aug 12, 2026
CapWealth Advisors, LLC History Reduced 961,645 12,982 0.98% 1.1% 37 -15,247 -1.56% Q3 2026 Oct 05, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 791,268 12,960 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 04, 2026
Swiss National Bank History No change 706,565 11,573 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 677,305 11,094 0.03% 0.03% 40 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 637,642 10,444 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 11, 2026
Neuberger Berman Group LLC History No change 625,245 10,241 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 619,689 10,150 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 616,586 10,099 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 14, 2026
Seneca House Advisors History No change 577,201 9,454 3.34% 3.34% 45 0 0.0% Q2 2026 Jul 31, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 574,684 9,413 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 550,857 9,023 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 06, 2026
State of New Jersey Common Pension Fund D History No change 543,383 8,900 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 04, 2026
DLD Asset Management, LP History No change 500,000 8,195 0.54% 0.54% 49 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 488,564 8,002 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History No change 453,379 7,807 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 591,537 7,407 0.01% 0.0% 52 +482,667 443.34% Q3 2026 Oct 13, 2026
Legal & General Group Plc History No change 448,903 7,353 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 425,000 6,961 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 416,264 6,818 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 410,809 6,729 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 24, 2026
FMR LLC History No change 387,858 6,353 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 363,130 5,948 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 11, 2026
Retirement Systems of Alabama History No change 360,454 5,904 0.02% 0.02% 59 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 360,043 5,897 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
SkyOak Wealth, LLC History No change 344,871 5,648 0.92% 0.92% 61 0 0.0% Q2 2026 Jul 30, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 344,716 5,646 0.05% 0.05% 62 0 0.0% Q2 2026 Sep 23, 2026
Holocene Advisors, LP History No change 331,784 5,434 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 320,271 5,246 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 310,227 5,081 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 303,357 4,969 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 297,470 4,872 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Sargent Investment Group, LLC History No change 291,220 4,770 0.57% 0.57% 68 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 284,468 4,660 0.18% 0.18% 69 0 0.0% Q2 2026 Aug 17, 2026
Concurrent Investment Advisors, LLC History No change 275,305 4,509 0.04% 0.04% 70 0 0.0% Q2 2026 Jul 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 274,002 4,488 0.0% 0.0% 71 0 0.0% Q2 2026 Sep 09, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 327,772 4,424 0.08% 0.1% 72 +1,614 0.49% Q3 2026 Oct 13, 2026
MARSHALL WACE, LLP History No change 258,994 4,242 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 254,615 4,170 0.01% 0.01% 74 0 0.0% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 220,624 4,100 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
Oak Thistle LLC History No change 249,634 4,089 0.4% 0.4% 76 0 0.0% Q2 2026 Jul 20, 2026
OSAIC HOLDINGS, INC. History No change 247,211 4,049 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Adams Asset Advisors, LLC History Added to 299,901 4,048 0.41% 0.38% 78 +97,452 48.14% Q3 2026 Oct 08, 2026
CANADA LIFE ASSURANCE Co History No change 243,549 3,988 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 13, 2026
Premier Fund Managers Ltd History No change 230,000 3,899 0.35% 0.35% 80 0 0.0% Q2 2026 Jul 22, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 237,743 3,894 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 236,013 3,865 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 235,444 3,856 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 13, 2026
Edgemoor Investment Advisors, Inc. History No change 229,987 3,767 0.26% 0.26% 84 0 0.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History No change 225,012 3,685 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 222,282 3,640 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 209,378 3,429 0.0% 0.0% 87 0 0.0% Q2 2026 Sep 23, 2026
Truvestments Capital LLC History No change 208,379 3,413 0.51% 0.51% 88 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 205,427 3,374 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 19, 2026
GFS Advisors, LLC History No change 1,235 3,359 0.35% 0.35% 90 0 0.0% Q2 2026 Aug 04, 2026
Waterloo Capital, L.P. History No change 200,390 3,282 0.18% 0.18% 91 0 0.0% Q2 2026 Jul 29, 2026
Blue Owl Capital Holdings LP History No change 196,355 3,216 0.48% 0.48% 92 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 195,086 3,195 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
Texas Capital Bank Wealth Management Services Inc History No change 193,760 3,173 0.17% 0.17% 94 0 0.0% Q2 2026 Aug 07, 2026
RFG Advisory, LLC History No change 192,408 3,151 0.05% 0.05% 95 0 0.0% Q2 2026 Jul 15, 2026
OmniStar Financial Group, Inc. History No change 190,456 3,119 1.44% 1.44% 96 0 0.0% Q2 2026 Jul 27, 2026
Grange Capital, LLC History No change 189,945 3,111 2.87% 2.87% 97 0 0.0% Q2 2026 Jul 28, 2026
1832 Asset Management L.P. History No change 178,662 2,926 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
United Advisor Group, LLC History No change 176,974 2,898 0.31% 0.31% 99 0 0.0% Q2 2026 Jul 29, 2026
Corient Private Wealth LP History No change 173,545 2,842 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 27, 2026
Lido Advisors, LLC History No change 166,516 2,809 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 07, 2026
MetLife Investment Management, LLC History No change 167,812 2,748 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History No change 166,485 2,727 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 05, 2026
Carmel Capital Partners, LLC History No change 165,237 2,706 0.89% 0.89% 104 0 0.0% Q2 2026 Jul 29, 2026
Squarepoint Ops LLC History No change 165,062 2,703 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
ADELL HARRIMAN & CARPENTER INC History No change 162,957 2,669 0.14% 0.14% 106 0 0.0% Q2 2026 Aug 04, 2026
Jupiter Topco LLC History No change 157,748 2,586 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 157,438 2,578 0.02% 0.02% 108 0 0.0% Q2 2026 Jul 23, 2026
Twin Lakes Capital Management, LLC History No change 157,198 2,574 0.98% 0.98% 109 0 0.0% Q2 2026 Aug 17, 2026
Cambridge Investment Research Advisors, Inc. History No change 155,817 2,552 0.01% 0.01% 110 0 0.0% Q2 2026 Jul 27, 2026
AMALGAMATED BANK History No change 154,298 2,527 0.02% 0.02% 111 0 0.0% Q2 2026 Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 149,678 2,517 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Focused Wealth Management, Inc History No change 152,624 2,499 0.22% 0.22% 113 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 150,599 2,466 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 150,032 2,457 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
GraniteShares Advisors LLC History No change 150,012 2,457 1.58% 1.58% 116 0 0.0% Q2 2026 Aug 04, 2026
Bleakley Financial Group, LLC History No change 149,999 2,456 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 05, 2026
Treasurer of the State of North Carolina History No change 148,899 2,439 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 148,289 2,428 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 07, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 147,175 2,410 0.28% 0.28% 120 0 0.0% Q2 2026 Aug 10, 2026
CONDOR CAPITAL MANAGEMENT History No change 147,022 2,408 0.18% 0.18% 121 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 146,168 2,394 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 143,541 2,346 0.11% 0.11% 123 0 0.0% Q2 2026 Jul 28, 2026
Kestra Investment Management, LLC History No change 142,728 2,337 0.05% 0.05% 124 0 0.0% Q2 2026 Aug 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 137,207 2,247 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 135,669 2,222 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 135,550 2,220 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 29, 2026
AVENIR CORP History No change 134,478 2,202 0.27% 0.27% 128 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 133,928 2,193 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 132,000 2,162 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 130,389 2,127 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 129,384 2,119 0.02% 0.02% 132 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 126,621 2,074 0.03% 0.03% 133 0 0.0% Q2 2026 Aug 05, 2026
Twin Tree Management, LP History No change 126,500 2,072 0.04% 0.04% 134 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 126,075 2,065 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 125,301 2,052 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 124,865 2,045 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 124,002 2,033 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 06, 2026
Argosy-Lionbridge Management, LLC History No change 124,025 2,031 1.28% 1.28% 139 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 120,500 1,974 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 23, 2026
State of Tennessee, Department of Treasury History No change 116,650 1,910 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 14, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 140,134 1,891 0.18% 0.18% 142 +18,966 15.65% Q3 2026 Oct 13, 2026
CORRADO ADVISORS, LLC History No change 114,861 1,881 0.87% 0.87% 143 0 0.0% Q2 2026 Jul 29, 2026
Snowden Capital Advisors LLC History No change 111,598 1,881 0.04% 0.04% 144 0 0.0% Q2 2026 Aug 13, 2026
One William Street Capital Management, L.P. History No change 114,000 1,867 0.77% 0.77% 145 0 0.0% Q2 2026 Aug 14, 2026
Aljian Capital Management, LLC History No change 112,633 1,844 0.34% 0.34% 146 0 0.0% Q2 2026 Aug 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 112,295 1,839 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 110,750 1,814 0.02% 0.02% 148 0 0.0% Q2 2026 Jul 16, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 108,720 1,780 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 108,282 1,773 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 17, 2026
Handelsbanken Fonder AB History No change 104,197 1,707 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 10, 2026
Collar Capital Management, LLC History No change 102,867 1,684 0.99% 0.99% 152 0 0.0% Q2 2026 Jul 27, 2026
Louisiana State Employees Retirement System History No change 102,000 1,670 0.02% 0.02% 153 0 0.0% Q2 2026 Jul 21, 2026
Penserra Capital Management LLC History No change 101,883 1,668 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 99,800 1,634 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 03, 2026
SlateStone Wealth, LLC History No change 98,747 1,617 0.12% 0.12% 156 0 0.0% Q2 2026 Jul 20, 2026
Arizona State Retirement System History No change 97,167 1,591 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 07, 2026
Diversify Advisory Services, LLC History No change 95,758 1,587 0.03% 0.03% 158 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 95,758 1,587 0.03% 0.03% 159 0 0.0% Q2 2026 Jul 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 95,376 1,562 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 12, 2026
HUB Investment Partners, LLC History No change 93,898 1,538 0.03% 0.03% 161 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Wealth, LLC History No change 93,741 1,535 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 10, 2026
Qube Research & Technologies Ltd History No change 90,554 1,483 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 89,432 1,464 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Aster Capital Management (DIFC) Ltd History No change 89,190 1,460 0.31% 0.31% 165 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 88,951 1,457 0.04% 0.04% 166 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 88,605 1,451 0.05% 0.05% 167 0 0.0% Q2 2026 Aug 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 83,728 1,371 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 83,433 1,366 0.01% 0.01% 169 0 0.0% Q2 2026 Jul 17, 2026
Riverview Capital Advisers, LLC History No change 82,505 1,351 0.39% 0.39% 170 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 79,800 1,339 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 81,500 1,334 0.01% 0.01% 172 0 0.0% Q2 2026 Jul 30, 2026
BENJAMIN EDWARDS INC History No change 80,364 1,316 0.01% 0.01% 173 0 0.0% Q2 2026 Jul 24, 2026
Modern Wealth Management, LLC History No change 80,069 1,311 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 13, 2026
Aviance Capital Partners, LLC History No change 79,182 1,297 0.13% 0.13% 175 0 0.0% Q2 2026 Jul 30, 2026
Cercano Management LLC History No change 79,029 1,294 0.17% 0.17% 176 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 78,394 1,284 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 77,956 1,276 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 07, 2026
Bramshill Investments, LLC History No change 76,682 1,256 0.1% 0.1% 179 0 0.0% Q2 2026 Aug 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 73,350 1,201 0.06% 0.06% 180 0 0.0% Q2 2026 Jul 21, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 72,074 1,180 0.01% 0.01% 181 0 0.0% Q2 2026 Jul 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 71,912 1,177 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 71,800 1,176 0.03% 0.03% 183 0 0.0% Q2 2026 Jul 29, 2026
CIBC Bancorp USA Inc. History No change 71,244 1,166 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
Almitas Capital LLC History No change 71,000 1,162 0.28% 0.28% 185 0 0.0% Q2 2026 Aug 14, 2026
NEOS Investment Management LLC History No change 70,915 1,161 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 65,903 1,079 0.01% 0.01% 187 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Investment Partners, Inc. History No change 65,530 1,073 0.03% 0.03% 188 0 0.0% Q2 2026 Aug 13, 2026
WCG Wealth Advisors LLC History No change 64,924 1,063 0.03% 0.03% 189 0 0.0% Q2 2026 Aug 14, 2026
BOSTON FAMILY OFFICE LLC History No change 64,759 1,061 0.06% 0.06% 190 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 63,911 1,046 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 12, 2026
Carnegie Lake Advisors LLC History No change 63,619 1,042 0.39% 0.39% 192 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History No change 62,695 1,026 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 06, 2026
PFG Investments, LLC History No change 62,324 1,020 0.04% 0.04% 194 0 0.0% Q2 2026 Jul 23, 2026
Register Financial Advisors LLC History No change 61,509 1,007 0.31% 0.31% 195 0 0.0% Q2 2026 Jul 15, 2026
Apollon Wealth Management, LLC History No change 59,464 974 0.01% 0.01% 196 0 0.0% Q2 2026 Jul 22, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 59,212 966 0.06% 0.06% 197 0 0.0% Q2 2026 Jul 22, 2026
WJ Financial Advisors LLC History No change 58,352 955 0.7% 0.7% 198 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History No change 58,137 952 0.02% 0.02% 199 0 0.0% Q2 2026 Jul 31, 2026
Pictet Asset Management Holding SA History No change 57,251 937 0.0% 0.0% 200 0 0.0% Q2 2026 Jul 30, 2026
WHITTIER TRUST CO History No change 55,457 926 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 27, 2026
PEAK6 LLC History No change 56,230 921 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 55,331 906 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 55,179 903 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 53,669 879 0.05% 0.05% 205 0 0.0% Q2 2026 Aug 11, 2026
XPONANCE LLC History No change 53,310 873 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 53,227 871 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 12, 2026
Apella Capital, LLC History Reduced 68,354 865 0.01% 0.02% 208 -5,027 -6.85% Q3 2026 Oct 08, 2026
PARK AVENUE SECURITIES LLC History No change 52,730 864 0.01% 0.01% 209 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 52,371 857 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 51,747 847 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 51,675 846 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History No change 50,300 823 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 14, 2026
WealthTrust Axiom LLC History No change 50,216 822 0.18% 0.18% 214 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 49,649 813 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 12, 2026
Freestone Grove Partners LP History No change 49,611 812 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 49,396 809 0.0% 0.0% 217 0 0.0% Q2 2026 Jul 28, 2026
Ethic Inc. History No change 49,162 805 0.01% 0.01% 218 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History No change 48,981 802 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 03, 2026
InTrack Investment Management Inc History No change 48,889 800 0.4% 0.4% 220 0 0.0% Q2 2026 Jul 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 48,065 787 0.01% 0.01% 221 0 0.0% Q2 2026 Aug 14, 2026
Palogic Value Management, L.P. History No change 47,687 781 0.26% 0.26% 222 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Group, LLC History No change 47,621 780 0.06% 0.06% 223 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 47,381 776 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 18, 2026
Farther Finance Advisors, LLC History Reduced 57,081 770 0.01% 0.01% 225 -56,382 -49.69% Q3 2026 Oct 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 46,914 768 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 46,767 766 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 46,758 765 0.07% 0.07% 228 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 46,203 756 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 29, 2026
MidFirst Bank History No change 46,000 753 0.05% 0.05% 230 0 0.0% Q2 2026 Aug 07, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 45,877 751 0.02% 0.02% 231 0 0.0% Q2 2026 Jul 31, 2026
GoalVest Advisory LLC History Added to 55,147 744 0.13% 0.17% 232 +329 0.6% Q3 2026 Oct 02, 2026
WealthBridge Capital Management, LLC History No change 45,045 737 0.15% 0.15% 233 0 0.0% Q2 2026 Jul 24, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 45,035 737 0.1% 0.1% 234 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 44,814 734 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 14, 2026
DigitalBridge Group, Inc. History No change 44,800 733 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 44,685 731 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 44,548 729 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 11, 2026
Boston Partners History No change 42,950 724 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 04, 2026
WINTON GROUP Ltd History No change 42,387 694 0.02% 0.02% 240 0 0.0% Q2 2026 Aug 07, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 42,348 693 0.31% 0.31% 241 0 0.0% Q2 2026 Jul 28, 2026
BROWN ADVISORY INC History No change 41,707 683 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 41,638 682 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 13, 2026
Icon Wealth Advisors, LLC History No change 39,989 655 0.04% 0.04% 244 0 0.0% Q2 2026 Aug 05, 2026
Carson Advisory Inc. History No change 39,857 652 0.3% 0.3% 245 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 39,615 648 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History No change 39,198 642 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 13, 2026
VISION FINANCIAL MARKETS LLC History No change 37,700 617 0.54% 0.54% 248 0 0.0% Q2 2026 Jul 24, 2026
WILLIAM JOHN SEMPOLINSKI History No change 37,677 617 0.25% 0.25% 249 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 36,753 602 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 14, 2026
Miller Global Investments, LLC History Added to 44,332 598 0.48% 0.42% 251 +13,542 43.98% Q3 2026 Oct 02, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 35,358 579 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 34,743 569 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 11, 2026
E&G Advisors, LLC History Reduced 42,134 568 0.11% 0.14% 254 -650 -1.52% Q3 2026 Oct 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 34,591 566 0.01% 0.01% 255 0 0.0% Q2 2026 Jul 17, 2026
State of Alaska, Department of Revenue History No change 34,147 559 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 20, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 33,318 545 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 32,668 535 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 06, 2026
Accel Wealth Management History Added to 39,394 531 0.11% 0.14% 259 +49 0.12% Q3 2026 Oct 13, 2026
Equitable Holdings, Inc. History No change 31,304 512 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 17, 2026
Cresset Asset Management, LLC History No change 30,101 507 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 29,908 504 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 12, 2026
Red Spruce Capital, LLC History Reduced 36,588 493 0.17% 0.21% 263 -249 -0.68% Q3 2026 Oct 07, 2026
Crusonia Wealth Advisors LLC History No change 30,044 492 0.08% 0.08% 264 0 0.0% Q2 2026 Jul 30, 2026
PROMETHIUM ADVISORS,LLC History No change 28,772 485 0.23% 0.23% 265 0 0.0% Q2 2026 Aug 05, 2026
Pinion Investment Advisors, LLC History No change 29,003 475 0.09% 0.09% 266 0 0.0% Q2 2026 Aug 06, 2026
MCF Advisors LLC History No change 28,842 472 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 12, 2026
1620 INVESTMENT ADVISORS, INC. History No change 28,613 468 0.29% 0.29% 268 0 0.0% Q2 2026 Jul 14, 2026
Element Wealth, LLC History No change 28,545 467 0.17% 0.17% 269 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 28,472 466 0.01% 0.01% 270 0 0.0% Q2 2026 Jul 23, 2026
Vestmark Advisory Solutions, Inc. History No change 28,408 465 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 28,249 462 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 13, 2026
SVRN Asset Management, LLC History No change 28,200 461 0.24% 0.24% 273 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 27,502 450 0.0% 0.0% 274 0 0.0% Q2 2026 Sep 08, 2026
PEAK FINANCIAL ADVISORS LLC History No change 27,329 447 0.19% 0.19% 275 0 0.0% Q2 2026 Jul 17, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 27,240 446 0.21% 0.21% 276 0 0.0% Q2 2026 Jul 10, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 27,155 444 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 10, 2026
FEDERATED HERMES, INC. History No change 26,926 441 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 25,691 436 0.02% 0.02% 279 0 0.0% Q2 2026 Jul 23, 2026
Baker Ellis Asset Management LLC History No change 26,425 432 0.04% 0.04% 280 0 0.0% Q2 2026 Jul 23, 2026
CAXTON ASSOCIATES LLP History No change 26,321 431 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 25,657 420 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 25,581 419 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 25,400 416 0.01% 0.01% 284 0 0.0% Q2 2026 Jul 23, 2026
Arax Advisory Partners History No change 25,236 413 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 25,053 410 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 12, 2026
MMBG INVESTMENT ADVISORS CO. History No change 24,715 404 0.03% 0.03% 287 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 24,654 403 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 13, 2026
Red Door Wealth Management, LLC History No change 24,252 397 0.04% 0.04% 289 0 0.0% Q2 2026 Jul 13, 2026
Swiss Life Asset Management Ltd History No change 23,954 392 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 29, 2026
Advisors Preferred, LLC History No change 23,470 386 0.06% 0.06% 291 0 0.0% Q2 2026 Aug 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 23,300 381 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 25, 2026
Bank OZK History No change 23,300 381 0.11% 0.11% 293 0 0.0% Q2 2026 Aug 17, 2026
CAPTRUST FINANCIAL ADVISORS History No change 23,221 380 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 13, 2026
Wealth Quarterback LLC History No change 23,143 379 0.12% 0.12% 295 0 0.0% Q2 2026 Jul 27, 2026
Regal Investment Advisors LLC History No change 23,110 378 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 14, 2026
AlphaGrep UK Ltd History No change 22,774 373 0.11% 0.11% 297 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 22,495 368 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 05, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 22,475 368 0.13% 0.13% 299 0 0.0% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 22,123 362 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 10, 2026
Rathbones Group PLC History No change 21,990 360 0.0% 0.0% 301 0 0.0% Q2 2026 Jul 23, 2026
Prospera Financial Services Inc History No change 21,975 360 0.01% 0.01% 302 0 0.0% Q2 2026 Jul 15, 2026
CHICAGO TRUST Co NA History No change 21,800 357 0.05% 0.05% 303 0 0.0% Q2 2026 Jul 16, 2026
PRINCIPAL SECURITIES, INC. History No change 21,186 347 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 20,931 342 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 13, 2026
Inspire Investing, LLC History No change 20,471 335 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 20,004 327 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 12, 2026
Westbourne Investment Advisors, Inc. History No change 19,800 324 0.09% 0.09% 308 0 0.0% Q2 2026 Jul 27, 2026
MEEDER ASSET MANAGEMENT INC History No change 19,654 321 0.02% 0.02% 309 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 19,300 316 0.0% 0.0% 310 0 0.0% Q2 2026 Jul 13, 2026
Provenance Wealth Advisors, LLC History No change 19,248 315 0.03% 0.03% 311 0 0.0% Q2 2026 Jul 24, 2026
Tower Research Capital LLC (TRC) History No change 19,104 312 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 11, 2026
DnB Asset Management AS History No change 18,836 308 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Personalized Indexing Management, LLC History No change 18,629 305 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 11, 2026
Atlanta Consulting Group Advisors, LLC History No change 18,500 303 0.05% 0.05% 315 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 17,994 303 0.02% 0.02% 316 0 0.0% Q2 2026 Aug 12, 2026
IFC Advisors LLC History No change 18,242 298 0.04% 0.04% 317 0 0.0% Q2 2026 Aug 05, 2026
Utah Retirement Systems History No change 18,156 297 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 14, 2026
MeadowBrook Investment Advisors LLC History No change 18,090 296 0.23% 0.23% 319 0 0.0% Q2 2026 Jul 20, 2026
Kingstone Capital Partners Texas, LLC History No change 18,075 296 0.16% 0.16% 320 0 0.0% Q2 2026 Aug 10, 2026
Wedmont Private Capital History New 23,178 295 0.01% — 321 +23,178 New Q3 2026 Oct 09, 2026
Focus Financial Network, Inc. History Reduced 21,814 294 0.01% 0.01% 322 -5,124 -19.02% Q3 2026 Oct 14, 2026
Maryland State Retirement & Pension System History No change 17,849 292 0.01% 0.01% 323 0 0.0% Q2 2026 Jul 30, 2026
REGIONS FINANCIAL CORP History No change 17,650 289 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 10, 2026
Acorn Wealth Advisors, LLC History No change 17,679 289 0.07% 0.07% 325 0 0.0% Q2 2026 Jul 30, 2026
Private Advisor Group, LLC History No change 17,392 284 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 27, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 16,944 277 0.08% 0.08% 327 0 0.0% Q2 2026 Aug 04, 2026
NOMURA HOLDINGS INC History No change 16,796 275 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 14, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 16,431 269 0.04% 0.04% 329 0 0.0% Q2 2026 Jul 21, 2026
Frec Markets, Inc. History No change 16,474 269 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 13, 2026
Norris Financial Group, LLC History No change 16,254 266 0.11% 0.11% 331 0 0.0% Q2 2026 Aug 05, 2026
GENTRY PRIVATE WEALTH, LLC History No change 16,213 265 0.14% 0.14% 332 0 0.0% Q2 2026 Aug 05, 2026
Empowered Funds, LLC History No change 16,161 264 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History No change 15,956 261 0.08% 0.08% 334 0 0.0% Q2 2026 Jul 27, 2026
Advisory Services Network, LLC History No change 15,939 261 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 12, 2026
New Age Alpha Advisors, LLC History No change 15,824 259 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 13, 2026
DoubleLine ETF Adviser LP History No change 15,406 252 0.1% 0.1% 337 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 15,358 251 0.0% 0.0% 338 0 0.0% Q2 2026 Sep 23, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 15,050 246 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 14,491 244 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 10, 2026
Essex Financial Services, Inc. History No change 14,780 242 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 10, 2026
DV Trading LLC History No change 14,780 242 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 13,760 231 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 10, 2026
Caprock Group, LLC History No change 13,653 230 0.0% 0.0% 344 0 0.0% Q2 2026 Jul 27, 2026
Westmount Partners, LLC History No change 14,074 230 0.05% 0.05% 345 0 0.0% Q2 2026 Jul 07, 2026
ProShare Advisors LLC History No change 13,748 225 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 13,735 224 0.01% 0.01% 347 0 0.0% Q2 2026 Jul 17, 2026
Tradition Wealth Management, LLC History No change 13,504 221 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 13,325 218 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 13,321 218 0.0% 0.0% 350 0 0.0% Q2 2026 Jul 17, 2026
Sterling Capital Management LLC History No change 13,154 215 0.0% 0.0% 351 0 0.0% Q2 2026 Jul 28, 2026
Orion Porfolio Solutions, LLC History No change 13,085 214 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 14, 2026
WMG Financial Advisors, LLC History No change 13,007 213 0.08% 0.08% 353 0 0.0% Q2 2026 Jul 23, 2026
Farringdon Capital, Ltd. History No change 12,779 209 0.1% 0.1% 354 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 12,723 208 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 13, 2026
Morey & Quinn Wealth Partners, LLC History No change 12,703 208 0.13% 0.13% 356 0 0.0% Q2 2026 Jul 27, 2026
Formidable Asset Management, LLC History No change 11,989 206 0.03% 0.03% 357 0 0.0% Q2 2026 Jul 17, 2026
Composition Wealth, LLC History No change 12,459 204 0.0% 0.0% 358 0 0.0% Q2 2026 Jul 22, 2026
Abel Hall, LLC History No change 11,985 196 0.03% 0.03% 359 0 0.0% Q2 2026 Jul 24, 2026
Stonebridge Financial Group, LLC / MO History No change 12,000 196 0.13% 0.13% 360 0 0.0% Q2 2026 Jul 24, 2026
Beacon Pointe Advisors, LLC History No change 11,884 194 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 18, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 11,836 193 0.06% 0.06% 362 0 0.0% Q2 2026 Jul 15, 2026
STRS OHIO History No change 11,600 190 0.0% 0.0% 363 0 0.0% Q2 2026 Jul 30, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 11,614 190 0.03% 0.03% 364 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History No change 11,569 189 0.0% 0.0% 365 0 0.0% Q2 2026 Jul 16, 2026
M&T BANK CORP History No change 11,511 188 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 04, 2026
CIBC Asset Management Inc History No change 11,453 187 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 03, 2026
Cetera Trust Company, N.A History No change 11,455 187 0.09% 0.09% 368 0 0.0% Q2 2026 Aug 13, 2026
SHELTON CAPITAL MANAGEMENT History No change 11,362 186 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 14, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 11,349 185 0.06% 0.06% 370 0 0.0% Q2 2026 Jul 22, 2026
COFG Advisors, LLC History No change 11,327 185 0.03% 0.03% 371 0 0.0% Q2 2026 Aug 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 11,260 184 0.04% 0.04% 372 0 0.0% Q2 2026 Jul 22, 2026
Meridian Wealth Advisors, LLC History No change 11,250 184 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 10,973 179 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 11, 2026
JENNISON ASSOCIATES LLC History No change 10,882 178 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 03, 2026
Summit Financial Strategies, Inc. History No change 10,718 175 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 24, 2026
Corps Capital Advisors, LLC History No change 10,507 172 0.14% 0.14% 377 0 0.0% Q2 2026 Jul 22, 2026
HSBC HOLDINGS PLC History No change 10,453 171 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 10,500 171 0.01% 0.01% 379 0 0.0% Q2 2026 Jul 15, 2026
Hoxton Planning & Management, LLC History No change 10,481 171 0.04% 0.04% 380 0 0.0% Q2 2026 Jul 16, 2026
Left Brain Wealth Management, LLC History No change 10,450 171 0.05% 0.05% 381 0 0.0% Q2 2026 Jul 30, 2026
Argyle Capital Partners, LLC History No change 10,500 171 0.11% 0.11% 382 0 0.0% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History No change 10,329 169 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 28, 2026
North Dakota State Investment Board History No change 10,364 169 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 04, 2026
B. Riley Wealth Advisors, Inc. History Reduced 12,478 168 0.01% 0.01% 385 -833 -6.26% Q3 2026 Oct 13, 2026
Quantum Portfolio Management LLC History No change 10,284 168 0.06% 0.06% 386 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 10,236 167 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 10,100 165 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 11, 2026
Ensign Peak Advisors, Inc History No change 10,053 164 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 14, 2026
Purus Wealth Management, LLC History No change 10,001 163 0.04% 0.04% 390 0 0.0% Q2 2026 Jul 13, 2026
Rossby Financial, LCC History No change 9,684 158 0.03% 0.03% 391 0 0.0% Q2 2026 Aug 04, 2026
Quarry LP History No change 8,889 145 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 10,395 140 0.0% 0.0% 393 +2,610 33.53% Q3 2026 Oct 08, 2026
Westend Capital Management, LLC History No change 8,391 137 0.03% 0.03% 394 0 0.0% Q2 2026 Aug 07, 2026
BROOKFIELD Corp /ON/ History No change 8,280 135 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 14, 2026
NorthCrest Asset Manangement, LLC History New 10,538 134 0.0% — 396 +10,538 New Q3 2026 Oct 09, 2026
Allworth Financial LP History No change 8,050 131 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 7,887 129 0.0% 0.0% 398 0 0.0% Q2 2026 Jul 20, 2026
Bayforest Capital Ltd History No change 7,832 128 0.12% 0.12% 399 0 0.0% Q2 2026 Aug 05, 2026
SSA SWISS ADVISORS AG History No change 7,214 118 0.04% 0.04% 400 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 6,262 106 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 12, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 7,242 97 0.01% 1.04% 402 -1,091,312 -99.34% Q3 2026 Oct 09, 2026
Versant Capital Management, Inc History Added to 7,142 96 0.01% 0.0% 403 +5,188 265.51% Q3 2026 Oct 01, 2026
BNP Paribas Asset Management Holding S.A. History No change 5,666 92 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History No change 5,600 91 0.0% 0.0% 405 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 5,475 90 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 5,460 89 0.01% 0.01% 407 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Trust, LLC History No change 5,494 89 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History No change 5,368 88 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 12, 2026
Allied Private Wealth LLC History No change 4,891 80 0.05% 0.05% 410 0 0.0% Q2 2026 Jul 09, 2026
Bogart Wealth, LLC History No change 4,115 67 0.0% 0.0% 411 0 0.0% Q2 2026 Jul 24, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 3,859 63 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 04, 2026
LANARK FINANCIAL, INC. History No change 3,794 62 0.0% 0.0% 413 0 0.0% Q2 2026 Jul 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,834 62 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 12, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 4,500 60 0.01% 0.01% 415 0 0.0% Q3 2026 Oct 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 3,590 58 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 3,566 58 0.0% 0.0% 417 0 0.0% Q2 2026 Jul 24, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 3,500 57 0.02% 0.02% 418 0 0.0% Q2 2026 Aug 07, 2026
Covestor Ltd History No change 3,405 56 0.03% 0.03% 419 0 0.0% Q2 2026 Aug 07, 2026
North Star Investment Management Corp. History No change 3,410 55 0.0% 0.0% 420 0 0.0% Q2 2026 Jul 28, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,934 48 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 2,384 39 0.0% 0.0% 422 0 0.0% Q2 2026 Jul 23, 2026
Atlatl Advisers LLC History No change 2,402 39 0.01% 0.01% 423 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 2,151 35 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 13, 2026
Bullseye Investment Management, LLC History No change 2,051 33 0.02% 0.02% 425 0 0.0% Q2 2026 Sep 11, 2026
Institute for Wealth Management, LLC. History No change 1,976 32 0.0% 0.0% 426 0 0.0% Q2 2026 Jul 28, 2026
Orion Capital Management LLC History No change 2,000 32 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 17, 2026
Smallwood Wealth Investment Management, LLC History No change 2,000 32 0.01% 0.01% 428 0 0.0% Q2 2026 Jul 23, 2026
Altshuler Shaham Ltd History No change 1,900 31 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 12, 2026
Heritage Wealth Advisors History No change 1,910 31 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 1,732 28 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 16,000 26 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 1,471 24 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 05, 2026
Parkside Financial Bank & Trust History No change 1,499 24 0.0% 0.0% 434 0 0.0% Q2 2026 Sep 04, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,500 24 0.01% 0.01% 435 0 0.0% Q2 2026 Jul 31, 2026
CX Institutional History New 1,650 22 0.0% — 437 +1,650 New Q3 2026 Oct 02, 2026
Crewe Advisors LLC History No change 1,334 22 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 23, 2026
Cedar Mountain Advisors, LLC History No change 1,306 21 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 02, 2026
Alpine Bank Wealth Management History No change 1,320 21 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,251 20 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 04, 2026
Pacific Center for Financial Services History No change 1,200 19 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 05, 2026
Cassaday & Co Wealth Management LLC History No change 1,172 19 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Union Bankshares Corp History No change 1,107 18 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 11, 2026
Eurizon Capital SGR S.p.A. History No change 1,088 18 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 29, 2026
TD Waterhouse Canada Inc. History No change 1,056 17 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 27, 2026
Quest 10 Wealth Builders, Inc. History No change 1,046 17 0.01% 0.01% 446 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,094 17 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 13, 2026
Western Pacific Wealth Management, LP History No change 1,026 16 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 07, 2026
Fourth Dimension Wealth, LLC History No change 1,000 16 0.01% 0.01% 449 0 0.0% Q2 2026 Jul 31, 2026
Vision Retirement, LLC History No change 1,028 16 0.0% 0.0% 450 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 939 15 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 16, 2026
Hurley Capital, LLC History No change 975 15 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 10, 2026
Osbon Capital Management LLC History No change 957 15 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 13, 2026
SOA Wealth Advisors, LLC. History No change 940 15 0.0% 0.0% 454 0 0.0% Q2 2026 Jul 21, 2026
MANNING & NAPIER ADVISORS LLC History No change 864 14 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History No change 895 14 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 22, 2026
Triumph Capital Management History No change 800 13 0.0% 0.0% 457 0 0.0% Q2 2026 Jul 20, 2026
Center for Financial Planning, Inc. History No change 805 13 0.0% 0.0% 458 0 0.0% Q2 2026 Jul 21, 2026
Murphy & Mullick Capital Management Corp History No change 808 13 0.01% 0.01% 459 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 750 12 0.0% 0.0% 460 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Planning Group LLC History No change 734 12 0.0% 0.0% 461 0 0.0% Q2 2026 Jul 29, 2026
Mountain Hill Investment Partners Corp. History No change 760 12 0.01% 0.01% 462 0 0.0% Q2 2026 Jul 16, 2026
Kilter Group LLC History No change 774 12 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 11, 2026
Coston, McIsaac & Partners History No change 639 10 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History Added to 724 9 0.0% 0.0% 466 +16 2.26% Q3 2026 Oct 08, 2026
Pinnacle Wealth Planning Services, Inc. History No change 594 9 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 607 8 0.0% 0.0% 470 +97 19.02% Q3 2026 Oct 07, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 500 8 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 10, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 500 8 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 530 8 0.0% 0.0% 469 0 0.0% Q2 2026 Jul 14, 2026
Nemes Rush Group LLC History No change 506 8 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 509 8 0.0% 0.0% 472 0 0.0% Q2 2026 Jul 24, 2026
Essential Partners LLC History New 544 7 0.0% — 475 +544 New Q3 2026 Oct 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 400 7 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 30, 2026
IFS Advisors, LLC History No change 480 7 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 10, 2026
BARRETT & COMPANY, INC. History No change 375 6 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 24, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 405 6 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 410 6 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 11, 2026
Knott David M Jr History No change 400 6 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 12, 2026
Basecamp Wealth Advisors LLC History No change 417 6 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 14, 2026
Wealth Enhancement Trust Services, Inc. History New 387 5 0.0% — 483 +387 New Q3 2026 Oct 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 363 5 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 07, 2026
Elevated Capital Advisors, LLC History No change 322 5 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 03, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 290 4 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 20, 2026
Bollard Group LLC History No change 267 4 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 12, 2026
High Note Wealth, LLC History No change 265 4 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 23, 2026
Signature Resources Capital Management, LLC History No change 283 4 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 13, 2026
Abound Wealth Management History No change 250 4 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 10, 2026
Signature Equity Partners, LLC History No change 258 4 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 30, 2026
Silver Grove Financial Group, Inc. History No change 297 4 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 188 3 0.0% 0.0% 491 0 0.0% Q2 2026 Sep 02, 2026
COUNTRY TRUST BANK History No change 200 3 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 15, 2026
TD Capital Management LLC History No change 244 3 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 230 3 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History No change 200 3 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 211 3 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 16, 2026
Ares Financial Consulting, LLC History No change 230 3 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 09, 2026
Medallion Wealth Advisors, LLC History No change 232 3 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 14, 2026
Grove Bank & Trust History New 194 2 0.0% — 505 +194 New Q3 2026 Oct 08, 2026
True Wealth Design, LLC History Reduced 215 2 0.0% 0.0% 502 -118 -35.44% Q3 2026 Oct 13, 2026
Retirement Wealth Solutions LLC History Reduced 201 2 0.0% 0.0% 503 -2 -0.99% Q3 2026 Oct 07, 2026
First Command Advisory Services, Inc. History No change 135 2 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 168 2 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 06, 2026
Kingdom Financial Group LLC. History No change 128 2 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 07, 2026
Hilton Head Capital Partners, LLC History No change 162 2 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 27, 2026
Marquette Asset Management, LLC History New 142 1 0.0% — 516 +142 New Q3 2026 Oct 09, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 100 1 0.0% 0.0% 506 0 0.0% Q2 2026 Jul 31, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 122 1 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 05, 2026
NBT BANK, N.A. History No change 72 1 0.0% 0.0% 508 0 0.0% Q2 2026 Jul 29, 2026
ASSETMARK, INC History No change 69 1 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 30, 2026
JFS WEALTH ADVISORS, LLC History No change 60 1 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 10, 2026
Physician Wealth Advisors, Inc. History No change 100 1 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 20, 2026
Bell Investment Advisors, Inc History No change 71 1 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 06, 2026
Cromwell Holdings LLC History No change 98 1 0.0% 0.0% 513 0 0.0% Q2 2026 Jul 13, 2026
LRI Investments, LLC History No change 77 1 0.0% 0.0% 514 0 0.0% Q2 2026 Jul 14, 2026
WPG Advisers, LLC History No change 75 1 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 05, 2026
CASCADE INVESTMENT GROUP, INC. History Closed out 0 0 — 0.09% — -10,133 -100.0% Q3 2026 Oct 13, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -2,517 -100.0% Q3 2026 Oct 13, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.0% — -1,800 -100.0% Q3 2026 Oct 05, 2026
Planning Strategies Inc. History Closed out 0 0 — — — -18 -100.0% Q3 2026 Oct 02, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 4 0 — — — +4 New Q3 2026 Oct 09, 2026
SouthState Bank Corp History No change 15 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 45 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Leonteq Securities AG History No change 31 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Capital Advisors, Ltd. LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
FINANCIAL CONSULATE, INC History No change 56 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Archer Investment Corp History No change 61 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
TFC Financial Management, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Quent Capital, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
SWAN Capital LLC History No change 27 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 57 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
ROSS\JOHNSON & Associates LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
10Elms LLP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026