Sunoco LP - SUN

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
ALPS ADVISORS INC History No change 24,435,476 1,649,394 7.73% 7.73% 1 0 0.0% Q2 2026 Jul 29, 2026
Invesco Ltd. History No change 8,848,627 597,282 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 5,742,514 387,619 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 3,011,045 203,245 0.24% 0.24% 4 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 2,587,682 174,668 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 2,559,034 172,734 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
Energy Income Partners, LLC History No change 1,768,784 119,392 1.88% 1.88% 7 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 1,634,270 112,045 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 12, 2026
Recurrent Investment Advisors LLC History No change 1,149,434 77,586 4.82% 4.82% 9 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,059,451 71,512 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History No change 995,794 67,216 3.93% 3.93% 11 0 0.0% Q2 2026 Aug 13, 2026
MILLER HOWARD INVESTMENTS INC /NY History No change 974,109 65,752 1.74% 1.74% 12 0 0.0% Q2 2026 Jul 31, 2026
Blackstone Inc. History No change 854,595 57,685 0.18% 0.18% 13 0 0.0% Q2 2026 Aug 14, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History No change 778,973 52,580 0.53% 0.53% 14 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 692,085 46,715 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
Fractal Investments LLC History No change 682,002 46,035 5.31% 5.31% 16 0 0.0% Q2 2026 Jul 23, 2026
Neuberger Berman Group LLC History No change 579,385 39,108 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 13, 2026
BOWEN HANES & CO INC History No change 600,000 38,982 0.95% 0.95% 18 0 0.0% Q2 2026 Aug 13, 2026
Adams Asset Advisors, LLC History No change 565,822 38,192 4.33% 4.33% 19 0 0.0% Q2 2026 Jul 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 377,488 25,480 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 369,073 24,912 0.02% 0.02% 21 0 0.0% Q2 2026 Sep 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 328,068 22,144 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
ING GROEP NV History No change 267,000 18,022 0.09% 0.09% 23 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 257,433 17,376 0.0% 0.0% 24 0 0.0% Q2 2026 Sep 02, 2026
BANK OF AMERICA CORP /DE/ History No change 237,704 16,045 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
COOPERMAN LEON G History No change 225,994 15,254 0.43% 0.43% 26 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 209,100 14,114 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 205,519 13,873 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 204,739 13,819 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
CHICKASAW CAPITAL MANAGEMENT LLC History No change 192,465 12,991 0.47% 0.47% 30 0 0.0% Q2 2026 Jul 13, 2026
CITIGROUP INC History No change 187,155 12,632 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 03, 2026
HRT FINANCIAL LP History No change 182,411 12,312 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 175,491 11,845 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 07, 2026
Kercheville Advisors, LLC History No change 159,086 10,738 3.27% 3.27% 34 0 0.0% Q2 2026 Jul 30, 2026
Sanctuary Advisors, LLC History No change 155,101 10,469 0.05% 0.05% 35 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 154,870 10,453 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 148,090 9,996 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 145,379 9,813 0.18% 0.18% 38 0 0.0% Q2 2026 Jul 31, 2026
Beacon Pointe Advisors, LLC History No change 136,702 9,227 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 18, 2026
Texas Yale Capital Corp. History No change 134,896 9,105 0.2% 0.2% 40 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 133,448 9,007 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 106,281 7,173 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 11, 2026
Susquehanna Portfolio Strategies, LLC History No change 91,587 6,182 0.1% 0.1% 43 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 86,000 5,805 0.28% 0.28% 44 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 82,908 5,596 0.0% 0.0% 45 0 0.0% Q2 2026 Sep 23, 2026
IMC-Chicago, LLC History No change 80,013 5,400 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 76,531 5,165 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 12, 2026
Waldron Private Wealth LLC History No change 71,000 4,792 0.17% 0.17% 48 0 0.0% Q2 2026 Jul 20, 2026
OSAIC HOLDINGS, INC. History No change 62,593 4,225 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 62,112 4,192 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 59,126 3,990 0.07% 0.07% 51 0 0.0% Q2 2026 Jul 21, 2026
Advisors Asset Management, Inc. History No change 58,376 3,940 0.06% 0.06% 52 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History No change 57,396 3,874 0.08% 0.08% 53 0 0.0% Q2 2026 Aug 11, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 56,800 3,834 0.58% 0.58% 54 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 52,636 3,552 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
AlTi Global, Inc. History No change 51,254 3,459 0.07% 0.07% 56 0 0.0% Q2 2026 Aug 05, 2026
Gilman Hill Asset Management, LLC History No change 50,349 3,398 0.46% 0.46% 57 0 0.0% Q2 2026 Jul 09, 2026
TORONTO DOMINION BANK History No change 49,798 3,361 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 49,066 3,311 0.01% 0.01% 59 0 0.0% Q2 2026 Jul 28, 2026
Cresset Asset Management, LLC History No change 47,416 3,200 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 45,344 3,060 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Sovereign Investment Advisors, LLC History No change 43,522 2,937 0.55% 0.55% 62 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 41,884 2,827 0.24% 0.24% 63 0 0.0% Q2 2026 Aug 10, 2026
Barnett & Company, Inc. History No change 37,883 2,557 1.89% 1.89% 64 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 37,191 2,510 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
PARK CIRCLE Co History No change 36,350 2,453 2.09% 2.09% 66 0 0.0% Q2 2026 Aug 13, 2026
Linscomb Wealth, Inc. History No change 35,058 2,366 0.1% 0.1% 67 0 0.0% Q2 2026 Jul 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 32,097 2,166 0.0% 0.0% 68 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 31,305 2,113 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 12, 2026
WESTWOOD HOLDINGS GROUP INC History No change 30,496 2,058 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 14, 2026
MidFirst Bank History No change 30,500 2,058 0.15% 0.15% 71 0 0.0% Q2 2026 Aug 07, 2026
PEAK6 LLC History No change 30,400 2,052 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 29,669 2,002 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 28,856 1,947 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 28,680 1,935 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 28,628 1,932 0.0% 0.0% 76 0 0.0% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History No change 27,888 1,882 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 07, 2026
Zurich Insurance Group Ltd/FI History No change 27,200 1,836 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 27,084 1,828 0.41% 0.41% 79 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 26,912 1,816 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 05, 2026
ELCO Management Co., LLC History No change 26,587 1,794 0.77% 0.77% 81 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 25,877 1,747 0.0% 0.0% 82 0 0.0% Q2 2026 Jul 27, 2026
VAN ECK ASSOCIATES CORP History No change 25,709 1,735 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 25,204 1,701 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Bison Wealth, LLC History No change 23,859 1,611 0.15% 0.15% 85 0 0.0% Q2 2026 Jul 07, 2026
DIVIDEND ASSETS CAPITAL, LLC History No change 23,098 1,559 0.3% 0.3% 86 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 22,138 1,494 0.02% 0.02% 87 0 0.0% Q2 2026 Jul 22, 2026
Private Advisor Group, LLC History No change 22,114 1,492 0.01% 0.01% 88 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Wealth History No change 22,024 1,486 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 12, 2026
CASCADE INVESTMENT GROUP, INC. History No change 21,580 1,456 0.82% 0.82% 90 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History No change 20,271 1,368 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN FINANCIAL GROUP INC History No change 20,000 1,350 0.48% 0.48% 92 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 19,030 1,307 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 15, 2026
Virtu Financial LLC History No change 18,971 1,281 0.04% 0.04% 94 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 18,884 1,274 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 17,144 1,157 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 07, 2026
Focus Financial Network, Inc. History No change 16,594 1,120 0.03% 0.03% 97 0 0.0% Q2 2026 Jul 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 16,569 1,118 0.02% 0.02% 98 0 0.0% Q2 2026 Jul 17, 2026
Arax Advisory Partners History No change 16,129 1,088 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 10, 2026
Jump Financial, LLC History No change 15,900 1,073 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 13, 2026
Austin Wealth Management, LLC History No change 13,934 1,031 0.22% 0.22% 101 0 0.0% Q2 2026 Jul 22, 2026
Creative Planning History No change 15,270 1,030 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
Quad-Cities Investment Group, LLC History No change 15,230 1,028 0.37% 0.37% 103 0 0.0% Q2 2026 Jul 07, 2026
MCDONALD PARTNERS LLC History No change 15,100 1,019 0.25% 0.25% 104 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History No change 15,068 1,017 0.02% 0.02% 105 0 0.0% Q2 2026 Jul 31, 2026
Baird Financial Group, Inc. History No change 15,043 1,015 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
CASTLEARK MANAGEMENT LLC History No change 14,450 975 0.03% 0.03% 107 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 14,002 945 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 13,846 934 0.03% 0.03% 109 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 13,700 924 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
Caprock Group, LLC History No change 13,001 877 0.02% 0.02% 111 0 0.0% Q2 2026 Jul 27, 2026
Sigma Planning Corp History No change 12,233 825 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 07, 2026
BOKF, NA History No change 12,183 822 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 10, 2026
Pallas Capital Advisors LLC History No change 12,116 817 0.03% 0.03% 114 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 12,014 810 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 04, 2026
M.E. ALLISON & CO., INC. History No change 11,745 792 0.46% 0.46% 116 0 0.0% Q2 2026 Jul 07, 2026
EP Wealth Advisors, LLC History No change 11,540 778 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 11,406 769 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 11,178 754 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 10,976 744 0.04% 0.04% 120 0 0.0% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10,599 715 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 07, 2026
Oxbow Advisors, LLC History No change 10,595 715 0.06% 0.06% 122 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 10,722 713 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 10,301 695 0.03% 0.03% 124 0 0.0% Q2 2026 Aug 10, 2026
Tradition Wealth Management, LLC History No change 10,071 679 0.04% 0.04% 125 0 0.0% Q2 2026 Aug 11, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 9,860 665 0.04% 0.04% 126 0 0.0% Q2 2026 Jul 14, 2026
GWN SECURITIES INC. History No change 9,821 662 0.11% 0.11% 127 0 0.0% Q2 2026 Aug 05, 2026
B. Riley Wealth Advisors, Inc. History No change 9,641 661 0.04% 0.04% 128 0 0.0% Q2 2026 Jul 14, 2026
Cerity Partners LLC History No change 9,686 653 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 9,470 639 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 11, 2026
BROWN ADVISORY INC History No change 9,199 620 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 9,099 614 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 03, 2026
DAVIDSON TRUST CO History No change 9,000 607 0.24% 0.24% 133 0 0.0% Q2 2026 Jul 29, 2026
Cypress Capital Group History No change 8,620 581 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 05, 2026
PSI Advisors, LLC History No change 8,535 576 0.13% 0.13% 135 0 0.0% Q2 2026 Aug 03, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 8,500 573 0.11% 0.11% 136 0 0.0% Q2 2026 Jul 14, 2026
Midwest Trust Co History No change 8,482 572 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 04, 2026
SG Americas Securities, LLC History No change 8,447 570 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 07, 2026
SFMG, LLC History No change 8,300 560 0.03% 0.03% 139 0 0.0% Q2 2026 Aug 13, 2026
Cohen Capital Management, Inc. History No change 8,210 554 0.08% 0.08% 140 0 0.0% Q2 2026 Jul 07, 2026
Kingsview Wealth Management, LLC History No change 8,004 540 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 18, 2026
Bank of New York Mellon Corp History No change 7,887 532 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 06, 2026
UHLMANN PRICE SECURITIES, LLC History No change 7,810 527 0.02% 0.02% 143 0 0.0% Q2 2026 Jul 24, 2026
United Advisor Group, LLC History No change 7,723 521 0.05% 0.05% 144 0 0.0% Q2 2026 Jul 29, 2026
&PARTNERS History No change 7,616 514 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 7,589 512 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 24, 2026
OPPENHEIMER & CO INC History No change 7,571 511 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 03, 2026
MAI Capital Management History No change 7,584 511 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History No change 7,490 505 0.01% 0.01% 149 0 0.0% Q2 2026 Jul 24, 2026
Baker Avenue Asset Management, LP History No change 7,448 502 0.01% 0.01% 150 0 0.0% Q2 2026 Jul 28, 2026
Ameritas Advisory Services, LLC History No change 7,230 487 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 7,202 486 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 27, 2026
CULLEN/FROST BANKERS, INC. History No change 7,170 483 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 27, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 7,038 475 0.04% 0.04% 154 0 0.0% Q2 2026 Jul 28, 2026
Curi Capital, LLC History No change 6,986 471 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
WealthPLAN Partners, LLC History No change 6,883 464 0.09% 0.09% 156 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 6,796 458 0.09% 0.09% 157 0 0.0% Q2 2026 Jul 17, 2026
Concurrent Investment Advisors, LLC History No change 6,473 436 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 27, 2026
Ulland Investment Advisors, LLC History No change 6,450 435 0.32% 0.32% 159 0 0.0% Q2 2026 Jul 16, 2026
Avid Wealth Partners LLC History No change 6,398 431 0.21% 0.21% 160 0 0.0% Q2 2026 Aug 03, 2026
WEDBUSH SECURITIES INC History No change 6,110 412 0.01% 0.01% 161 0 0.0% Q2 2026 Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 6,015 406 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 19, 2026
Wealthcare Advisory Partners LLC History No change 6,007 405 0.01% 0.01% 163 0 0.0% Q2 2026 Jul 09, 2026
SITTNER & NELSON, LLC History No change 6,000 405 0.13% 0.13% 164 0 0.0% Q2 2026 Aug 07, 2026
Abel Hall, LLC History No change 6,000 405 0.07% 0.07% 165 0 0.0% Q2 2026 Jul 24, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 6,000 405 0.08% 0.08% 166 0 0.0% Q2 2026 Jul 17, 2026
PFG Investments, LLC History No change 5,951 401 0.02% 0.02% 167 0 0.0% Q2 2026 Jul 23, 2026
DRW Securities, LLC History No change 5,876 396 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 5,827 393 0.01% 0.01% 169 0 0.0% Q2 2026 Jul 17, 2026
Patriot Financial Group Insurance Agency, LLC History No change 5,771 389 0.04% 0.04% 170 0 0.0% Q2 2026 Jul 16, 2026
Zinnia Wealth Advisory, LLC History No change 5,771 389 0.4% 0.4% 171 0 0.0% Q2 2026 Jul 30, 2026
Corps Capital Advisors, LLC History No change 5,725 386 0.31% 0.31% 172 0 0.0% Q2 2026 Jul 22, 2026
CSS LLC/IL History No change 5,654 381 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 5,640 380 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 12, 2026
World Investment Advisors History No change 5,782 376 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 5,500 371 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Planning Group LLC History No change 4,816 365 0.05% 0.05% 177 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 5,340 360 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 10, 2026
Carnegie Investment Counsel History No change 5,263 355 0.01% 0.01% 179 0 0.0% Q2 2026 Jul 30, 2026
Crumly & Associates Inc. History No change 4,711 343 0.06% 0.06% 180 0 0.0% Q3 2026 Oct 07, 2026
Genesee Capital Advisors, LLC History No change 4,958 334 0.11% 0.11% 181 0 0.0% Q2 2026 Aug 06, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 4,927 332 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 07, 2026
Garrett Wealth Advisory Group, LLC History No change 4,933 332 0.05% 0.05% 183 0 0.0% Q2 2026 Aug 04, 2026
Willis Investment Counsel History No change 4,883 329 0.02% 0.02% 184 0 0.0% Q2 2026 Aug 03, 2026
Allworth Financial LP History No change 4,871 328 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 4,693 316 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 10, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 4,679 315 0.15% 0.15% 187 0 0.0% Q2 2026 Jul 17, 2026
Regal Investment Advisors LLC History No change 4,611 311 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 4,558 307 0.01% 0.01% 189 0 0.0% Q2 2026 Jul 15, 2026
Lee Financial Co History No change 4,530 305 0.04% 0.04% 190 0 0.0% Q2 2026 Jul 22, 2026
CWA Asset Management Group, LLC History No change 4,528 305 0.01% 0.01% 191 0 0.0% Q2 2026 Jul 14, 2026
Mutual Advisors, LLC History No change 4,420 298 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 14, 2026
Liberty Capital Management, Inc. History No change 4,384 295 0.05% 0.05% 193 0 0.0% Q2 2026 Jul 17, 2026
Founders Financial Alliance, LLC History No change 4,378 295 0.04% 0.04% 194 0 0.0% Q2 2026 Aug 04, 2026
NFSG Corp History No change 4,308 290 0.04% 0.04% 195 0 0.0% Q2 2026 Aug 14, 2026
Quadrant Private Wealth Management, LLC History No change 4,259 287 0.06% 0.06% 196 0 0.0% Q2 2026 Jul 30, 2026
D.A. DAVIDSON & CO. History No change 4,248 286 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 24, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 4,172 281 0.06% 0.06% 198 0 0.0% Q2 2026 Jul 10, 2026
Ethos Financial Group, LLC History No change 4,142 279 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ALLIANCE, LLC History No change 4,008 270 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 11, 2026
CAPITAL ADVISORS INC/OK History No change 3,932 265 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 22, 2026
HighPoint Advisor Group LLC History No change 3,905 263 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 05, 2026
Atria Investments, Inc History No change 3,873 261 0.0% 0.0% 203 0 0.0% Q2 2026 Jul 28, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 3,800 256 0.02% 0.02% 204 0 0.0% Q2 2026 Jul 28, 2026
MONECO ADVISORS, LLC History No change 3,805 256 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 3,775 254 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 3,736 252 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 06, 2026
Inscription Capital, LLC History No change 3,740 252 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 13, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 3,732 251 0.03% 0.03% 209 0 0.0% Q2 2026 Jul 24, 2026
Lido Advisors, LLC History No change 3,733 251 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Financial Group, LLC/CA History No change 3,721 251 0.03% 0.03% 211 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 3,706 250 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 13, 2026
Tyche Wealth Partners LLC History No change 3,705 250 0.04% 0.04% 213 0 0.0% Q2 2026 Aug 06, 2026
Summit Wealth Partners, LLC History No change 3,716 250 0.04% 0.04% 214 0 0.0% Q2 2026 Aug 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 3,670 247 0.0% 0.0% 215 0 0.0% Q2 2026 Jul 28, 2026
First Trust Capital Management L.P. History No change 3,652 246 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 13, 2026
Wealth Alliance Advisory Group, LLC History No change 3,654 246 0.04% 0.04% 217 0 0.0% Q2 2026 Jul 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 3,661 246 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 10, 2026
Clark Capital Management Group, Inc. History No change 3,619 244 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 11, 2026
Tidal Investments LLC History No change 3,606 243 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 3,540 239 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 3,540 238 0.0% 0.0% 222 0 0.0% Q2 2026 Jul 13, 2026
Roundview Capital LLC History No change 3,513 237 0.01% 0.01% 223 0 0.0% Q2 2026 Jul 30, 2026
Global Retirement Partners, LLC History No change 3,514 237 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 06, 2026
BARR E S & CO History No change 3,500 236 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 13, 2026
Foster Victor Wealth Advisors, LLC History No change 3,087 223 0.01% 0.01% 226 0 0.0% Q2 2026 Jul 22, 2026
XML Financial, LLC History No change 3,300 222 0.02% 0.02% 227 0 0.0% Q2 2026 Jul 24, 2026
Legacy Wealth Advisors, LLC History No change 3,284 221 0.1% 0.1% 228 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN NATIONAL BANK & TRUST History No change 2,964 215 0.02% 0.02% 229 0 0.0% Q3 2026 Oct 07, 2026
Cyndeo Wealth Partners, LLC History No change 3,171 214 0.01% 0.01% 230 0 0.0% Q2 2026 Jul 21, 2026
Arrow Investment Advisors, LLC History No change 3,159 213 0.21% 0.21% 231 0 0.0% Q2 2026 Aug 04, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 3,140 211 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 07, 2026
State of Wyoming History No change 3,120 210 0.02% 0.02% 233 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 3,022 203 0.0% 0.0% 234 0 0.0% Q2 2026 Jul 29, 2026
Fruth Investment Management History No change 3,000 202 0.05% 0.05% 235 0 0.0% Q2 2026 Jul 10, 2026
HOURGLASS CAPITAL, LLC History No change 3,003 202 0.04% 0.04% 236 0 0.0% Q2 2026 Jul 30, 2026
Anchor Investment Management, LLC History No change 3,000 202 0.02% 0.02% 237 0 0.0% Q2 2026 Sep 15, 2026
Quantum Private Wealth, LLC History No change 2,982 201 0.05% 0.05% 238 0 0.0% Q2 2026 Jul 29, 2026
Steward Partners Investment Advisory, LLC History No change 2,929 197 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 2,779 187 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 2,666 179 0.0% 0.0% 241 0 0.0% Q2 2026 Jul 14, 2026
Hilton Head Capital Partners, LLC History No change 2,388 161 0.08% 0.08% 242 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 2,198 148 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 2,000 135 0.03% 0.03% 244 0 0.0% Q2 2026 Jul 24, 2026
Caitlin John, LLC History No change 1,943 131 0.07% 0.07% 245 0 0.0% Q2 2026 Aug 17, 2026
Aventura Private Wealth, LLC History No change 1,909 128 0.04% 0.04% 246 0 0.0% Q2 2026 Jul 15, 2026
Chung Wu Investment Group, LLC History No change 1,800 121 0.08% 0.08% 247 0 0.0% Q2 2026 Jul 31, 2026
Front Row Advisors LLC History No change 1,350 99 0.03% 0.03% 248 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 1,415 95 0.0% 0.0% 249 0 0.0% Q2 2026 Jul 17, 2026
Parkside Financial Bank & Trust History No change 1,311 88 0.01% 0.01% 250 0 0.0% Q2 2026 Sep 04, 2026
Johnson Financial Group, Inc. History No change 1,200 81 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 10, 2026
HHM Wealth Advisors, LLC History No change 1,200 81 0.01% 0.01% 252 0 0.0% Q2 2026 Jul 13, 2026
Cassaday & Co Wealth Management LLC History No change 1,196 80 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 1,101 74 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 20, 2026
Quent Capital, LLC History No change 1,075 72 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 1,027 69 0.0% 0.0% 256 0 0.0% Q2 2026 Jul 24, 2026
Key FInancial Inc History No change 1,036 69 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 807 59 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 838 56 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 06, 2026
Harbor Asset Planning, Inc. History No change 762 51 0.04% 0.04% 260 0 0.0% Q2 2026 Jul 22, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 730 50 0.0% 0.0% 261 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 710 47 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE TRUST CO NA History No change 650 43 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 28, 2026
Steigerwald, Gordon & Koch Inc. History No change 626 42 0.0% 0.0% 264 0 0.0% Q2 2026 Jul 22, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 602 40 0.02% 0.02% 265 0 0.0% Q2 2026 Jul 21, 2026
CoreCap Advisors, LLC History No change 575 38 0.0% 0.0% 266 0 0.0% Q2 2026 Jul 06, 2026
CENTRAL TRUST Co History No change 560 37 0.0% 0.0% 267 0 0.0% Q2 2026 Jul 31, 2026
Triumph Capital Management History No change 500 33 0.01% 0.01% 268 0 0.0% Q2 2026 Jul 20, 2026
CNB Bank History No change 500 33 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 06, 2026
Avalon Trust Co History No change 500 33 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 06, 2026
DHJJ Financial Advisors, Ltd. History No change 500 33 0.01% 0.01% 271 0 0.0% Q2 2026 Jul 24, 2026
BESSEMER GROUP INC History No change 400 27 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 406 27 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 328 22 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 27, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 330 22 0.0% 0.0% 275 0 0.0% Q2 2026 Jul 24, 2026
Geneos Wealth Management Inc. History No change 288 19 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 281 18 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 257 17 0.0% 0.0% 278 0 0.0% Q2 2026 Jul 20, 2026
LANARK FINANCIAL, INC. History No change 248 16 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 21, 2026
KERR FINANCIAL PLANNING Corp History No change 235 15 0.02% 0.02% 280 0 0.0% Q2 2026 Jul 02, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 218 14 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 13, 2026
Rosenberg Matthew Hamilton History No change 188 13 0.0% 0.0% 282 0 0.0% Q3 2026 Oct 05, 2026
ASSETMARK, INC History No change 190 12 0.0% 0.0% 283 0 0.0% Q2 2026 Jul 30, 2026
N.E.W. Advisory Services LLC History No change 181 12 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 06, 2026
ENTRUST FINANCIAL LLC History No change 166 11 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 20, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 146 9 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 143 9 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 14, 2026
ABOUND FINANCIAL, LLC History No change 120 8 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 107 7 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 114 7 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 13, 2026
Basepoint Wealth LLC History No change 110 7 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 10, 2026
Cedar Mountain Advisors, LLC History No change 93 6 0.0% 0.0% 292 0 0.0% Q2 2026 Jul 02, 2026
Financial Network Wealth Advisors LLC History No change 100 6 0.01% 0.01% 293 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 80 5 0.0% 0.0% 294 0 0.0% Q2 2026 Jul 28, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 76 5 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 30, 2026
CVA Family Office, LLC History No change 79 5 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 07, 2026
Hilltop National Bank History No change 80 5 0.0% 0.0% 297 0 0.0% Q2 2026 Jul 01, 2026
Silver Grove Financial Group, Inc. History No change 65 4 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 50 3 0.0% 0.0% 299 0 0.0% Q2 2026 Jul 20, 2026
Strategic Advocates LLC History No change 56 3 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 13, 2026