Smurfit Westrock plc - SW

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 45,496,899 2,104,686 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 07, 2026
Capital Research Global Investors History No change 42,634,328 1,972,263 0.28% 0.28% 2 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 34,245,410 1,584,192 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 28,063,403 1,298,425 0.04% 0.04% 4 0 0.0% Q2 2026 Sep 22, 2026
Nuveen, LLC History No change 24,812,775 1,147,838 0.27% 0.27% 5 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 24,357,234 1,126,765 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 13, 2026
Capital World Investors History No change 15,472,417 715,754 0.08% 0.08% 7 0 0.0% Q2 2026 Aug 12, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 15,039,041 695,706 7.53% 7.53% 8 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 14,544,325 670,274 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 13,455,443 622,448 0.13% 0.13% 10 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 11,433,276 528,903 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 9,947,344 460,163 0.09% 0.09% 12 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 9,903,796 458,149 0.08% 0.08% 13 0 0.0% Q2 2026 Aug 06, 2026
NORGES BANK History No change 9,884,546 454,835 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 7,707,307 356,540 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 7,499,469 346,925 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 7,286,056 337,052 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 6,817,187 315,363 0.09% 0.09% 18 0 0.0% Q2 2026 Aug 07, 2026
Orbis Allan Gray Ltd History No change 5,881,487 272,077 0.94% 0.94% 19 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 5,758,154 266,372 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
Trinity Street Asset Management LLP History Added to 5,886,975 259,615 13.9% 12.53% 21 +625,420 11.89% Q3 2026 Oct 16, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 5,423,106 247,185 0.2% 0.2% 22 0 0.0% Q2 2026 Aug 05, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 5,588,481 246,471 0.04% 0.04% 23 +372,683 7.15% Q3 2026 Nov 04, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 5,312,463 245,743 0.19% 0.19% 24 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 4,789,400 221,557 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 4,639,784 214,636 0.12% 0.12% 26 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 4,458,285 205,145 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History New 3,930,160 174,460 0.2% — 28 +3,930,160 New Q3 2026 Oct 27, 2026
UBS Group AG History No change 3,714,960 171,854 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 3,653,945 169,031 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 3,219,792 148,657 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 12, 2026
Artemis Investment Management LLP History Added to 3,214,979 141,780 1.24% 0.16% 32 +2,822,720 719.61% Q3 2026 Oct 08, 2026
Amundi History No change 3,008,141 139,156 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD FIDUCIARY TRUST CO History No change 2,944,266 136,201 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,802,631 127,365 0.04% 0.04% 35 0 0.0% Q2 2026 Aug 14, 2026
Maple Rock Capital Partners Inc. History No change 2,608,298 120,659 2.37% 2.37% 36 0 0.0% Q2 2026 Aug 14, 2026
Ruffer LLP History No change 2,438,889 112,695 3.98% 3.98% 37 0 0.0% Q2 2026 Jul 30, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 2,394,335 110,762 1.99% 1.99% 38 0 0.0% Q2 2026 Aug 11, 2026
Mirova US LLC History No change 2,363,387 109,330 1.18% 1.18% 39 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 2,326,454 107,621 0.01% 0.01% 40 0 0.0% Q2 2026 Sep 02, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 2,049,143 96,241 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 03, 2026
Jupiter Topco LLC History No change 1,967,204 90,953 0.04% 0.04% 42 0 0.0% Q2 2026 Aug 14, 2026
Bahl & Gaynor LLC History New 2,040,193 89,972 0.43% — 43 +2,040,193 New Q3 2026 Nov 05, 2026
Alberta Investment Management Corp History No change 1,930,917 89,324 0.5% 0.5% 44 0 0.0% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,911,445 88,423 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,877,399 86,848 0.04% 0.04% 46 0 0.0% Q2 2026 Aug 12, 2026
SOUND SHORE MANAGEMENT INC /CT/ History No change 1,835,817 84,924 2.61% 2.61% 47 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 1,803,602 83,437 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 1,801,677 83,345 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,759,841 70,129 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 14, 2026
SOROS FUND MANAGEMENT LLC History No change 1,512,798 69,982 0.86% 0.86% 51 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 1,485,176 68,705 0.06% 0.06% 52 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 1,486,681 68,628 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 1,478,797 68,409 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 11, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History New 1,510,845 66,628 9.16% — 55 +1,510,845 New Q3 2026 Oct 28, 2026
Polaris Capital Management, LLC History Reduced 1,490,202 65,717 6.89% 7.13% 56 -145,600 -8.9% Q3 2026 Oct 21, 2026
Russell Investments Group, Ltd. History No change 1,414,797 65,448 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 06, 2026
Cullen Capital Management, LLC History No change 1,359,382 62,884 0.62% 0.62% 58 0 0.0% Q2 2026 Aug 13, 2026
Vontobel Holding Ltd. History Added to 1,387,054 61,169 0.22% 0.2% 59 +46,439 3.46% Q3 2026 Oct 16, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,307,410 60,480 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,298,861 60,086 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History Reduced 1,361,786 60,054 0.06% 0.06% 62 -24,952 -1.8% Q3 2026 Nov 03, 2026
Man Group plc History No change 1,295,906 59,948 0.1% 0.1% 63 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,341,394 59,155 0.03% 0.03% 64 +58,666 4.57% Q3 2026 Nov 04, 2026
AVIVA PLC History No change 1,216,863 54,967 0.08% 0.08% 65 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 1,171,097 54,174 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 1,168,293 54,045 0.04% 0.04% 67 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 1,151,823 53,283 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 1,193,682 52,641 0.03% 0.03% 69 +54,490 4.78% Q3 2026 Oct 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,072,033 49,595 0.04% 0.04% 70 0 0.0% Q2 2026 Sep 09, 2026
MACKENZIE FINANCIAL CORP History Added to 1,092,319 48,171 0.05% 0.01% 71 +161,747 17.38% Q3 2026 Nov 02, 2026
BARCLAYS PLC History No change 1,011,974 46,813 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 936,821 43,337 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 11, 2026
Holowesko Partners Ltd. History No change 844,000 39,043 9.88% 9.88% 74 0 0.0% Q2 2026 Aug 13, 2026
FEDERATED HERMES, INC. History No change 811,008 37,517 0.05% 0.05% 75 0 0.0% Q2 2026 Aug 12, 2026
OSLO PENSJONSFORSIKRING AS History Reduced 837,950 36,953 4.28% 4.46% 76 -1,127 -0.13% Q3 2026 Oct 15, 2026
Engineers Gate Manager LP History No change 786,518 36,384 0.47% 0.47% 77 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 783,685 34,560 0.01% 0.03% 78 -1,142,247 -59.31% Q3 2026 Nov 04, 2026
PATTEN & PATTEN INC/TN History Added to 772,937 34,086 1.78% 1.89% 79 +645 0.08% Q3 2026 Oct 26, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP History No change 727,897 33,672 1.73% 1.73% 80 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 731,028 33,579 0.04% 0.04% 81 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 785,695 33,351 0.1% 0.1% 82 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 715,783 33,111 0.01% 0.01% 83 0 0.0% Q2 2026 Sep 23, 2026
KBC Group NV History Reduced 739,783 32,624 0.07% 0.09% 84 -117,413 -13.7% Q3 2026 Oct 22, 2026
BROWN ADVISORY INC History No change 673,494 31,155 0.05% 0.05% 85 0 0.0% Q2 2026 Aug 14, 2026
Eurizon Capital SGR S.p.A. History No change 664,247 30,727 0.08% 0.08% 86 0 0.0% Q2 2026 Jul 29, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 662,595 30,651 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Added to 686,935 30,293 0.14% 0.14% 88 +35,702 5.48% Q3 2026 Nov 02, 2026
FIL Ltd History No change 637,433 29,487 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 629,504 29,120 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 640,040 28,225 0.01% 0.02% 91 -62,926 -8.95% Q3 2026 Nov 02, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 609,071 28,175 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 24, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 603,796 27,931 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 14, 2026
Triodos Investment Management BV History No change 586,314 27,122 1.65% 1.65% 94 0 0.0% Q2 2026 Jul 29, 2026
Gotham Asset Management, LLC History No change 583,204 26,979 0.06% 0.06% 95 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 577,539 26,716 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 573,686 26,538 0.12% 0.12% 97 0 0.0% Q2 2026 Aug 03, 2026
Compagnie Lombard Odier SCmA History Reduced 591,047 26,065 0.27% 0.3% 98 -14,995 -2.47% Q3 2026 Nov 04, 2026
Evelyn Partners Group Ltd History No change 546,588 25,285 0.05% 0.05% 99 0 0.0% Q2 2026 Aug 07, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 561,957 24,782 0.62% 0.64% 100 -106 -0.02% Q3 2026 Oct 13, 2026
BANK OF MONTREAL /CAN/ History No change 523,612 24,222 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 12, 2026
Verbena Value LP History No change 515,100 23,828 3.94% 3.94% 102 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 507,706 23,486 0.07% 0.07% 103 0 0.0% Q2 2026 Aug 06, 2026
Redwood Grove Capital, LLC History No change 500,636 23,159 5.87% 5.87% 104 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 479,695 22,190 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 06, 2026
Bridgewater Associates, LP History No change 471,953 21,832 0.09% 0.09% 106 0 0.0% Q2 2026 Aug 14, 2026
Arnhold LLC History No change 457,931 20,194 1.44% 1.48% 107 0 0.0% Q3 2026 Oct 26, 2026
Lazard Freres Gestion S.A.S. History Reduced 445,185 19,632 0.33% 0.49% 108 -163,715 -26.89% Q3 2026 Nov 03, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 423,653 19,598 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 07, 2026
CAMBIAR INVESTORS LLC History Reduced 441,260 19,459 0.78% 0.93% 110 -21,894 -4.73% Q3 2026 Nov 04, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 420,660 19,459 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 10, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 419,289 19,396 0.04% 0.04% 112 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 411,196 19,021 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 13, 2026
Aberdeen Group plc History No change 404,826 18,727 0.03% 0.03% 114 0 0.0% Q2 2026 Jul 31, 2026
Premier Fund Managers Ltd History Reduced 411,201 18,255 1.87% 1.99% 115 -64,830 -13.62% Q3 2026 Nov 02, 2026
NATIXIS ADVISORS, LLC History No change 388,418 17,968 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 363,453 16,813 0.12% 0.12% 117 0 0.0% Q2 2026 Aug 12, 2026
LANSDOWNE PARTNERS (UK) LLP History No change 347,795 16,088 0.66% 0.66% 118 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 336,857 15,583 0.1% 0.1% 119 0 0.0% Q2 2026 Aug 14, 2026
South Dakota Investment Council History No change 336,694 15,575 0.27% 0.27% 120 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 334,867 15,490 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
BRAUN STACEY ASSOCIATES INC History Added to 343,180 15,134 0.44% 0.36% 122 +65,150 23.43% Q3 2026 Oct 19, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 336,097 14,822 0.03% 0.03% 123 +748 0.22% Q3 2026 Oct 22, 2026
BANK OF NOVA SCOTIA History No change 320,200 14,812 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 12, 2026
TD ASSET MANAGEMENT INC History No change 315,194 14,580 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 04, 2026
Ramirez Asset Management, Inc. History No change 312,251 14,444 1.5% 1.5% 126 0 0.0% Q2 2026 Aug 13, 2026
SYCOMORE ASSET MANAGEMENT History No change 488,737 13,993 1.53% 1.5% 127 0 0.0% Q3 2026 Oct 26, 2026
CREDIT AGRICOLE S A History No change 295,644 13,676 0.03% 0.03% 128 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 288,442 13,343 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 287,785 13,312 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Marathon Asset Management Ltd History Reduced 294,699 12,996 0.59% 0.61% 131 -27,576 -8.56% Q3 2026 Oct 26, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 279,754 12,941 0.03% 0.03% 132 0 0.0% Q2 2026 Aug 14, 2026
Foresight Group Ltd Liability Partnership History No change 270,883 12,433 2.24% 2.24% 133 0 0.0% Q2 2026 Jul 27, 2026
Vanguard Investments Australia, Ltd. History No change 266,287 12,318 0.03% 0.03% 134 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 266,845 12,094 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 12, 2026
M&G Plc History Added to 272,731 12,000 0.06% 0.06% 136 +2,618 0.97% Q3 2026 Nov 04, 2026
Chevy Chase Trust Holdings, LLC History No change 258,645 11,964 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 252,112 11,844 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 243,822 11,279 0.05% 0.05% 139 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 243,730 11,274 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 11, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 227,829 10,539 0.03% 0.03% 141 0 0.0% Q2 2026 Aug 12, 2026
Treasurer of the State of North Carolina History No change 222,490 10,292 0.03% 0.03% 142 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 221,201 10,232 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 219,734 10,164 0.01% 0.01% 144 0 0.0% Q2 2026 Jul 29, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 218,923 10,127 0.03% 0.03% 145 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 217,066 10,041 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 06, 2026
STIFEL FINANCIAL CORP History No change 216,516 10,016 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 12, 2026
Albar Capital Partners LLP History No change 215,662 9,976 1.3% 1.3% 148 0 0.0% Q2 2026 Aug 14, 2026
Tredje AP-fonden History No change 211,458 9,782 0.04% 0.04% 149 0 0.0% Q2 2026 Aug 10, 2026
Asset Management One Co., Ltd. History Reduced 218,126 9,619 0.02% 0.03% 150 -1,302 -0.59% Q3 2026 Oct 27, 2026
KLP KAPITALFORVALTNING AS History No change 205,071 9,486 0.03% 0.03% 151 0 0.0% Q2 2026 Aug 12, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 204,184 9,445 0.14% 0.14% 152 0 0.0% Q2 2026 Aug 13, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 199,618 9,234 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 12, 2026
Handelsbanken Fonder AB History No change 194,600 9,002 0.03% 0.03% 154 0 0.0% Q2 2026 Jul 10, 2026
Exane Asset Management History Reduced 178,512 8,938 6.2% 10.68% 155 -380,180 -68.05% Q3 2026 Oct 22, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 187,446 8,671 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 13, 2026
ABN AMRO Bank N.V. History No change 181,633 8,391 0.11% 0.11% 157 0 0.0% Q2 2026 Aug 06, 2026
Polar Asset Management Partners Inc. History No change 177,900 8,229 0.14% 0.14% 158 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 175,266 8,107 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 14, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History No change 175,000 8,095 0.1% 0.1% 160 0 0.0% Q2 2026 Aug 14, 2026
ASR Vermogensbeheer N.V. History Added to 182,680 8,056 0.08% 0.08% 161 +5,209 2.94% Q3 2026 Oct 16, 2026
GAM Holding AG History Reduced 176,299 7,774 0.65% 0.73% 162 -30,277 -14.66% Q3 2026 Nov 03, 2026
State of New Jersey Common Pension Fund D History No change 173,842 7,666 0.03% 0.03% 163 0 0.0% Q3 2026 Nov 05, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 172,278 7,597 0.08% 0.08% 164 +2,498 1.47% Q3 2026 Oct 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 161,792 7,484 0.02% 0.02% 165 0 0.0% Q2 2026 Aug 17, 2026
Ilmarinen Mutual Pension Insurance Co History No change 160,000 7,402 0.05% 0.05% 166 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History Reduced 167,400 7,382 0.0% 0.0% 167 -87,318 -34.28% Q3 2026 Nov 05, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 157,783 7,299 0.03% 0.03% 168 0 0.0% Q2 2026 Aug 13, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 156,841 7,255 1.53% 1.53% 169 0 0.0% Q2 2026 Aug 14, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 163,266 7,200 0.07% 0.07% 170 +18,699 12.93% Q3 2026 Oct 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 152,149 7,039 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 10, 2026
KWMG, LLC History Added to 158,550 6,992 0.5% 0.52% 172 +4,220 2.73% Q3 2026 Oct 07, 2026
Arizona State Retirement System History Added to 155,903 6,875 0.03% 0.03% 173 +5,593 3.72% Q3 2026 Nov 03, 2026
Mn Services Vermogensbeheer B.V. History No change 152,700 6,734 0.05% 0.05% 174 0 0.0% Q3 2026 Oct 08, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 152,561 6,727 0.19% 0.19% 175 -4,688 -2.98% Q3 2026 Nov 04, 2026
Czech National Bank History Added to 150,708 6,646 0.04% 0.04% 176 +1,425 0.95% Q3 2026 Oct 13, 2026
Clearbridge Investments, LLC History No change 141,845 6,561 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 147,064 6,485 0.03% 0.03% 178 -2,500 -1.67% Q3 2026 Oct 27, 2026
Pathstone Holdings, LLC History No change 138,634 6,419 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 13, 2026
Mediolanum International Funds Ltd History No change 137,247 6,336 0.05% 0.05% 180 0 0.0% Q2 2026 Jul 23, 2026
Rokos Capital Management LLP History No change 134,649 6,228 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History Reduced 140,238 6,184 0.04% 0.06% 183 -737 -0.52% Q3 2026 Oct 16, 2026
Resona Asset Management Co.,Ltd. History No change 133,681 6,184 0.03% 0.03% 182 0 0.0% Q2 2026 Jul 29, 2026
Howard Capital Management, LLC History Added to 139,465 6,150 0.07% 0.02% 184 +99,508 249.04% Q3 2026 Oct 15, 2026
CIBC Asset Management Inc History Added to 138,715 6,117 0.01% 0.01% 185 +260 0.19% Q3 2026 Nov 05, 2026
Creative Planning History Added to 136,962 6,040 0.0% 0.0% 186 +106,891 355.46% Q3 2026 Nov 02, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 135,262 5,965 0.01% 0.01% 187 +17,317 14.68% Q3 2026 Oct 28, 2026
Swiss Life Asset Management Ltd History Reduced 134,550 5,933 0.03% 0.05% 188 -124,487 -48.06% Q3 2026 Nov 03, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 126,867 5,868 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 12, 2026
DnB Asset Management AS History No change 126,078 5,832 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 11, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 122,756 5,678 0.21% 0.21% 191 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History Added to 135,584 5,619 0.25% 0.28% 192 +423 0.31% Q3 2026 Oct 09, 2026
Walleye Trading LLC History No change 119,692 5,536 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 03, 2026
National Pension Service History No change 117,534 5,437 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 117,389 5,430 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 14, 2026
IFM Investors Pty Ltd History Added to 122,316 5,394 0.03% 0.03% 196 +14,200 13.13% Q3 2026 Oct 13, 2026
Metis Global Partners, LLC History No change 116,237 5,377 0.12% 0.12% 197 0 0.0% Q2 2026 Aug 10, 2026
Beverly Hills Private Wealth, LLC History Reduced 120,062 5,294 0.91% 1.09% 199 -3,538 -2.86% Q3 2026 Nov 03, 2026
Woodline Partners LP History No change 114,459 5,294 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 110,643 5,117 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 115,885 5,110 0.02% 0.03% 201 +45 0.04% Q3 2026 Nov 03, 2026
Ensign Peak Advisors, Inc History No change 106,795 4,940 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 105,806 4,894 0.02% 0.02% 203 0 0.0% Q2 2026 Aug 14, 2026
TIMUCUAN ASSET MANAGEMENT INC/FL History No change 105,000 4,857 0.18% 0.18% 204 0 0.0% Q2 2026 Aug 13, 2026
Retirement Systems of Alabama History Reduced 109,996 4,850 0.01% 0.02% 205 -183 -0.17% Q3 2026 Nov 04, 2026
PEAK6 LLC History No change 103,689 4,796 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 12, 2026
SEB Asset Management AB History Reduced 107,667 4,748 0.02% 0.02% 207 -1,712 -1.57% Q3 2026 Nov 04, 2026
APG Asset Management N.V. History No change 115,114 4,657 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 100,000 4,626 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 14, 2026
Clearline Capital LP History No change 99,688 4,611 0.28% 0.28% 210 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 98,500 4,556 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History Added to 100,636 4,438 0.01% 0.01% 212 +1,839 1.86% Q3 2026 Oct 28, 2026
OSAIC HOLDINGS, INC. History No change 95,002 4,395 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 14, 2026
Lombard Odier Asset Management (Europe) Ltd History No change 92,823 4,293 0.18% 0.18% 214 0 0.0% Q2 2026 Aug 14, 2026
NEOS Investment Management LLC History Added to 95,881 4,228 0.01% 0.01% 215 +11,213 13.24% Q3 2026 Nov 04, 2026
XPONANCE LLC History Added to 95,639 4,217 0.02% 0.03% 216 +5,036 5.56% Q3 2026 Nov 03, 2026
Old North State Wealth Management, LLC History Reduced 94,271 4,159 1.73% 1.87% 217 -224 -0.24% Q3 2026 Oct 22, 2026
AMALGAMATED BANK History Reduced 90,743 4,002 0.03% 0.03% 218 -1,804 -1.95% Q3 2026 Oct 23, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 85,186 3,940 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 13, 2026
DANSKE BANK A/S History No change 85,088 3,936 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 10, 2026
GUGGENHEIM CAPITAL LLC History No change 81,561 3,773 0.02% 0.02% 221 0 0.0% Q2 2026 Aug 12, 2026
Utah Retirement Systems History No change 79,303 3,668 0.03% 0.03% 222 0 0.0% Q2 2026 Aug 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 78,583 3,635 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 82,224 3,626 0.02% 0.03% 224 -25,850 -23.92% Q3 2026 Oct 20, 2026
Police & Firemen's Retirement System of New Jersey History No change 77,969 3,606 0.03% 0.03% 225 0 0.0% Q2 2026 Jul 23, 2026
BANQUE PICTET & CIE SA History Reduced 81,168 3,579 0.02% 0.08% 226 -187,727 -69.81% Q3 2026 Oct 16, 2026
Heights Point Management, LP History No change 75,720 3,502 2.79% 2.79% 227 0 0.0% Q2 2026 Aug 14, 2026
Advisors Preferred, LLC History No change 75,037 3,446 0.53% 0.53% 228 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 74,029 3,424 0.03% 0.03% 229 0 0.0% Q2 2026 Aug 14, 2026
Korea Investment CORP History No change 73,897 3,418 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 11, 2026
AlTi Global, Inc. History No change 72,088 3,334 0.07% 0.07% 231 0 0.0% Q2 2026 Aug 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 71,184 3,292 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 14, 2026
Fideuram Asset Management (Ireland) dac History Added to 70,186 3,137 0.07% 0.02% 233 +51,024 266.28% Q3 2026 Oct 29, 2026
Sage Capital Advisors,llc History Reduced 69,955 3,085 0.62% 0.75% 234 -7,929 -10.18% Q3 2026 Oct 13, 2026
Cetera Investment Advisers History No change 65,865 3,046 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 12, 2026
ALLSTATE CORP History No change 63,744 2,948 0.03% 0.03% 236 0 0.0% Q2 2026 Aug 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 64,455 2,842 0.03% 0.03% 237 +10 0.02% Q3 2026 Oct 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 68,311 2,831 0.0% 0.0% 238 +4,688 7.37% Q3 2026 Oct 13, 2026
STRS OHIO History Reduced 64,180 2,830 0.01% 0.01% 239 -685 -1.06% Q3 2026 Oct 30, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 62,861 2,772 0.27% — 240 +62,861 New Q3 2026 Nov 03, 2026
Rathbones Group PLC History No change 59,827 2,767 0.01% 0.01% 241 0 0.0% Q2 2026 Jul 23, 2026
Pacer Advisors, Inc. History No change 59,679 2,761 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 13, 2026
AGMAN CAPITAL LLC History No change 62,026 2,735 1.92% 1.81% 243 0 0.0% Q3 2026 Oct 29, 2026
Alpha Omega Wealth Management LLC History Added to 61,995 2,733 0.41% 0.42% 244 +2,451 4.12% Q3 2026 Oct 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 58,793 2,719 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History Reduced 61,365 2,706 0.01% 0.01% 246 -2,177 -3.43% Q3 2026 Oct 14, 2026
BIP Wealth, LLC History Reduced 61,044 2,692 0.07% 0.08% 247 -994 -1.6% Q3 2026 Oct 22, 2026
SWS Partners History Reduced 59,126 2,607 0.56% 0.68% 248 -8,808 -12.97% Q3 2026 Oct 26, 2026
ALERUS FINANCIAL NA History No change 54,878 2,538 0.11% 0.11% 249 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 54,126 2,503 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 55,021 2,426 0.03% 0.03% 251 +571 1.05% Q3 2026 Oct 22, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 52,316 2,420 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 10, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 53,624 2,364 0.02% 0.02% 253 -392 -0.73% Q3 2026 Oct 23, 2026
Huntleigh Advisors, Inc. History New 52,796 2,328 0.33% — 254 +52,796 New Q3 2026 Nov 03, 2026
TRUIST FINANCIAL CORP History Added to 51,653 2,277 0.0% 0.0% 255 +34,669 204.13% Q3 2026 Oct 30, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 49,236 2,277 0.03% 0.03% 256 0 0.0% Q2 2026 Aug 06, 2026
Diversified Trust Co History No change 48,885 2,261 0.04% 0.04% 257 0 0.0% Q2 2026 Jul 17, 2026
CI INVESTMENTS INC. History No change 48,770 2,256 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 47,937 2,217 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History Reduced 49,690 2,191 0.02% 0.02% 260 -1,698 -3.3% Q3 2026 Oct 15, 2026
Atria Investments, Inc History Added to 49,184 2,169 0.02% 0.02% 261 +12,253 33.18% Q3 2026 Oct 15, 2026
Rafferty Asset Management, LLC History No change 46,849 2,167 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 14, 2026
Broyhill Asset Management, LLC History No change 45,109 2,086 1.85% 1.85% 263 0 0.0% Q2 2026 Aug 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 45,698 2,015 0.0% 0.0% 264 +4,330 10.47% Q3 2026 Nov 02, 2026
MACQUARIE GROUP LTD History No change 42,604 1,970 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 14, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 43,057 1,898 0.01% 0.02% 266 +3,568 9.04% Q3 2026 Oct 21, 2026
ADAMS NATURAL RESOURCES FUND, INC. History No change 41,300 1,821 0.21% 0.25% 267 0 0.0% Q3 2026 Oct 21, 2026
Neuberger Berman Group LLC History No change 38,880 1,798 0.0% 0.0% 268 0 0.0% Q2 2026 Oct 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 38,418 1,777 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 37,500 1,734 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 36,968 1,710 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 19, 2026
Saudi Central Bank History No change 36,698 1,697 0.02% 0.02% 272 0 0.0% Q2 2026 Jul 30, 2026
Steward Partners Investment Advisory, LLC History No change 36,468 1,687 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 13, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 35,806 1,656 0.12% 0.12% 274 0 0.0% Q2 2026 Aug 12, 2026
Callan Family Office, LLC History No change 35,588 1,646 0.03% 0.03% 275 0 0.0% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 37,007 1,632 0.0% 0.01% 276 -1,027 -2.7% Q3 2026 Oct 20, 2026
Fruth Investment Management History Reduced 36,187 1,595 0.39% 0.4% 277 -350 -0.96% Q3 2026 Oct 13, 2026
Investment Management Corp of Ontario History No change 33,440 1,546 0.02% 0.02% 278 0 0.0% Q2 2026 Aug 14, 2026
Robeco Institutional Asset Management B.V. History Added to 34,588 1,525 0.0% 0.0% 279 +8,988 35.11% Q3 2026 Oct 20, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 32,911 1,522 0.05% 0.05% 280 0 0.0% Q2 2026 Aug 14, 2026
Kentucky Retirement Systems History No change 32,889 1,521 0.04% 0.04% 281 0 0.0% Q2 2026 Aug 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 34,400 1,517 0.0% 0.0% 282 0 0.0% Q3 2026 Oct 29, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 32,789 1,516 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 13, 2026
J. Goldman & Co LP History No change 32,645 1,510 0.04% 0.04% 284 0 0.0% Q2 2026 Aug 14, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Reduced 33,977 1,498 0.01% 0.02% 286 -47,723 -58.41% Q3 2026 Oct 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 32,382 1,498 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 32,003 1,480 0.02% 0.02% 287 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 31,970 1,478 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History Reduced 33,500 1,477 0.0% 0.0% 289 -117,000 -77.74% Q3 2026 Nov 04, 2026
WESTWOOD HOLDINGS GROUP INC History No change 31,605 1,462 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 14, 2026
McKinney Capital Management, LLC History No change 31,337 1,449 0.57% 0.57% 291 0 0.0% Q2 2026 Aug 05, 2026
PINNACLE ASSOCIATES LTD History Reduced 32,337 1,426 0.02% 0.02% 292 -17 -0.05% Q3 2026 Oct 20, 2026
Tidal Investments LLC History No change 30,514 1,411 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History Added to 32,526 1,399 0.0% 0.0% 294 +3,482 11.99% Q3 2026 Nov 04, 2026
Investors Research Corp History No change 31,620 1,394 0.24% 0.26% 295 0 0.0% Q3 2026 Oct 07, 2026
Norinchukin Bank, The History No change 30,110 1,392 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Asset Management, LLC History Added to 31,495 1,388 0.3% 0.32% 297 +79 0.25% Q3 2026 Oct 08, 2026
Federation des caisses Desjardins du Quebec History No change 29,231 1,352 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 29,168 1,349 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Personalized Indexing Management, LLC History No change 28,852 1,334 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 28,821 1,333 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 14, 2026
Swedbank AB History Reduced 29,961 1,321 0.0% 0.0% 302 -14,343 -32.37% Q3 2026 Oct 27, 2026
PARAGON CAPITAL MANAGEMENT INC History Reduced 29,860 1,316 1.0% 1.03% 303 -224 -0.74% Q3 2026 Oct 15, 2026
Maryland State Retirement & Pension System History No change 27,552 1,274 0.02% 0.02% 304 0 0.0% Q2 2026 Jul 30, 2026
MIZUHO SECURITIES USA LLC History No change 31,581 1,258 0.03% 0.03% 305 0 0.0% Q2 2026 Jul 24, 2026
Empowered Funds, LLC History No change 26,484 1,225 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 14, 2026
Turim 21 Investimentos Ltda. History No change 14,705 1,207 0.2% 0.2% 307 0 0.0% Q2 2026 Aug 10, 2026
Recurrent Investment Advisors LLC History No change 26,095 1,207 0.07% 0.07% 308 0 0.0% Q2 2026 Aug 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 25,985 1,202 0.03% 0.03% 309 0 0.0% Q2 2026 Jul 29, 2026
MYDA Advisors LLC History No change 26,000 1,202 0.18% 0.18% 310 0 0.0% Q2 2026 Aug 13, 2026
Ascent Group, LLC History Added to 27,237 1,201 0.04% 0.04% 311 +1,093 4.18% Q3 2026 Oct 30, 2026
NOMURA HOLDINGS INC History No change 25,469 1,178 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 25,382 1,174 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 03, 2026
Focus Partners Wealth History No change 25,166 1,163 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 25,145 1,163 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 25,098 1,161 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 13, 2026
EDENTREE ASSET MANAGEMENT Ltd History No change 25,000 1,156 0.35% 0.35% 317 0 0.0% Q2 2026 Aug 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 26,210 1,155 0.03% 0.04% 318 +951 3.76% Q3 2026 Oct 26, 2026
Louisiana State Employees Retirement System History Reduced 25,800 1,137 0.02% 0.02% 319 -1,000 -3.73% Q3 2026 Oct 20, 2026
Access Investment Management LLC History No change 25,675 1,132 0.28% 0.3% 320 0 0.0% Q3 2026 Oct 23, 2026
Wharton Business Group, LLC History No change 24,424 1,130 0.04% 0.04% 321 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History Reduced 25,446 1,122 0.02% 0.02% 322 -3,566 -12.29% Q3 2026 Oct 22, 2026
GeoWealth Management, LLC History No change 23,937 1,107 0.03% 0.03% 323 0 0.0% Q2 2026 Jul 30, 2026
Assenagon Asset Management S.A. History Reduced 24,661 1,087 0.0% 0.0% 324 -552 -2.19% Q3 2026 Oct 15, 2026
Summit Trail Advisors, LLC History No change 23,228 1,074 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 23,196 1,073 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 05, 2026
Redmond Asset Management, LLC History Added to 23,660 1,043 0.31% 0.27% 327 +524 2.26% Q3 2026 Oct 27, 2026
LAZARD ASSET MANAGEMENT LLC History No change 22,455 1,038 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 14, 2026
Abacus Planning Group, Inc. History Added to 23,152 1,021 0.12% 0.13% 329 +34 0.15% Q3 2026 Oct 30, 2026
AustralianSuper Pty Ltd History No change 21,998 1,017 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 12, 2026
OSSIAM History No change 21,580 998 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 13, 2026
PROFUND ADVISORS LLC History Reduced 22,216 979 0.03% 0.04% 332 -8,361 -27.34% Q3 2026 Oct 28, 2026
Capital International Sarl History No change 21,032 972 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 20,941 968 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 10, 2026
MUFG Securities EMEA plc History No change 20,457 946 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 12, 2026
Nicholas Hoffman & Company, LLC. History Added to 21,374 942 0.02% 0.02% 336 +931 4.55% Q3 2026 Oct 30, 2026
Orion Porfolio Solutions, LLC History No change 19,972 923 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 14, 2026
GC Wealth Management RIA, LLC History Reduced 20,892 921 0.04% 0.06% 338 -3,126 -13.02% Q3 2026 Nov 02, 2026
OMERS ADMINISTRATION Corp History No change 19,710 911 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 19,486 901 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 27, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 20,087 886 0.0% 0.0% 341 -3,324 -14.2% Q3 2026 Nov 02, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 19,855 875 0.07% 0.08% 342 +70 0.35% Q3 2026 Oct 06, 2026
Composition Wealth, LLC History No change 18,685 864 0.01% 0.01% 343 0 0.0% Q2 2026 Jul 22, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY History No change 18,180 841 0.02% 0.02% 344 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 18,082 836 0.0% 0.0% 345 0 0.0% Q2 2026 Sep 02, 2026
Centennial Wealth Advisory LLC History Added to 18,800 829 0.17% 0.18% 346 +578 3.17% Q3 2026 Oct 16, 2026
Janney Montgomery Scott LLC History No change 17,845 826 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 17,743 820 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 07, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 17,541 811 0.01% 0.01% 349 0 0.0% Q2 2026 Sep 23, 2026
Merit Financial Group, LLC History No change 17,272 799 0.0% 0.0% 350 0 0.0% Q2 2026 Jul 20, 2026
OmniStar Financial Group, Inc. History New 18,082 797 0.35% — 351 +18,082 New Q3 2026 Oct 26, 2026
Mariner, LLC History No change 17,213 796 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 13, 2026
Perpetual Ltd History No change 17,942 791 0.01% 0.01% 353 0 0.0% Q3 2026 Oct 13, 2026
Crossmark Global Holdings, Inc. History Reduced 17,619 776 0.01% 0.01% 354 -333 -1.85% Q3 2026 Oct 21, 2026
AMG National Trust Bank History Added to 17,137 755 0.02% 0.01% 355 +4,126 31.71% Q3 2026 Nov 05, 2026
Frec Markets, Inc. History No change 16,250 751 0.07% 0.07% 356 0 0.0% Q2 2026 Aug 13, 2026
Icon Wealth Advisors, LLC History No change 16,126 745 0.04% 0.04% 357 0 0.0% Q2 2026 Aug 05, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 15,900 735 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 17, 2026
MASTERINVEST Kapitalanlage GmbH History Reduced 16,603 732 0.06% 0.09% 359 -6,584 -28.4% Q3 2026 Nov 03, 2026
MUFG SECURITIES AMERICAS INC. History No change 15,797 730 0.04% 0.04% 360 0 0.0% Q2 2026 Aug 14, 2026
SAX WEALTH ADVISORS, LLC History New 16,421 724 0.02% — 361 +16,421 New Q3 2026 Oct 13, 2026
PARK AVENUE SECURITIES LLC History Added to 16,400 723 0.0% 0.0% 362 +1,100 7.19% Q3 2026 Oct 26, 2026
Cresset Asset Management, LLC History No change 15,542 718 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 16,118 711 0.04% 0.04% 364 -1,183 -6.84% Q3 2026 Nov 03, 2026
BURNEY CO/ History Reduced 16,060 708 0.02% 0.02% 365 -139 -0.86% Q3 2026 Oct 15, 2026
North Dakota State Investment Board History Added to 15,998 705 0.03% 0.03% 366 +507 3.27% Q3 2026 Oct 27, 2026
Prosperity Consulting Group, LLC History No change 15,234 704 0.03% 0.03% 367 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History New 16,965 699 0.01% — 368 +16,965 New Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 16,965 699 0.01% — 369 +16,965 New Q3 2026 Oct 20, 2026
Counterpoint Mutual Funds LLC History New 15,575 686 0.06% — 370 +15,575 New Q3 2026 Oct 16, 2026
V-Square Quantitative Management LLC History Added to 15,482 682 0.06% 0.06% 371 +1,639 11.84% Q3 2026 Oct 15, 2026
GAMMA Investing LLC History Added to 15,326 675 0.02% 0.02% 372 +3,363 28.11% Q3 2026 Oct 08, 2026
BROWN BROTHERS HARRIMAN & CO History No change 14,550 673 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History Added to 14,915 657 0.0% 0.0% 374 +2,140 16.75% Q3 2026 Oct 23, 2026
Fifth Third Wealth Advisors LLC History New 14,802 652 0.02% — 375 +14,802 New Q3 2026 Oct 22, 2026
HUB Investment Partners, LLC History New 14,366 633 0.01% — 376 +14,366 New Q3 2026 Nov 03, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 13,648 631 0.04% 0.04% 377 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 13,918 616 0.02% 0.02% 378 0 0.0% Q2 2026 Jul 23, 2026
Reflection Asset Management History No change 13,964 615 0.26% 0.3% 379 0 0.0% Q3 2026 Oct 28, 2026
Wahed Invest LLC History No change 13,206 610 0.06% 0.06% 380 0 0.0% Q2 2026 Aug 11, 2026
Axxion S.A. History Added to 13,780 607 0.04% 0.04% 381 +1,500 12.21% Q3 2026 Oct 22, 2026
Sequoia Financial Advisors, LLC History No change 12,919 597 0.0% 0.0% 382 0 0.0% Q2 2026 Jul 17, 2026
Gibbs Wealth Management History Added to 13,434 592 0.06% 0.06% 383 +2,449 22.29% Q3 2026 Oct 22, 2026
Snowden Capital Advisors LLC History No change 12,543 580 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 13,125 578 0.01% 0.01% 385 +71 0.54% Q3 2026 Oct 23, 2026
WEALTH ALLIANCE, LLC History No change 12,496 578 0.05% 0.05% 386 0 0.0% Q2 2026 Aug 11, 2026
Osmosis Investment Management UK Ltd History No change 12,339 570 0.03% 0.03% 387 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 12,278 565 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 12,101 559 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 07, 2026
Turas Capital Management LP History No change 12,100 559 0.26% 0.26% 390 0 0.0% Q2 2026 Aug 14, 2026
Permanent Capital Management, LP History No change 12,061 557 0.07% 0.07% 391 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 12,591 555 0.01% 0.03% 392 -17,995 -58.83% Q3 2026 Nov 04, 2026
Jump Financial, LLC History No change 11,909 550 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 13, 2026
Peloton Wealth Strategists History No change 11,700 541 0.2% 0.2% 394 0 0.0% Q2 2026 Aug 10, 2026
AXQ CAPITAL, LP History No change 11,711 541 0.06% 0.06% 395 0 0.0% Q2 2026 Aug 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 11,391 526 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 11,381 501 0.0% 0.0% 397 +261 2.35% Q3 2026 Oct 28, 2026
Dynamic Technology Lab Private Ltd History No change 10,371 480 0.11% 0.11% 398 0 0.0% Q2 2026 Aug 13, 2026
Sciencast Management LP History No change 10,319 477 0.1% 0.1% 399 0 0.0% Q2 2026 Jul 28, 2026
Vestcor Inc History No change 10,257 474 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 10,625 468 0.02% 0.02% 401 +200 1.92% Q3 2026 Oct 26, 2026
Impact Partnership Wealth, LLC History No change 9,987 461 0.04% 0.04% 402 0 0.0% Q2 2026 Jul 29, 2026
M&T BANK CORP History No change 9,590 443 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 04, 2026
Compound Planning, Inc. History No change 9,564 442 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 04, 2026
Global Retirement Partners, LLC History No change 9,355 432 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 06, 2026
EFG International AG History No change 9,416 431 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 14, 2026
International Private Wealth Advisors LLC History No change 9,314 430 0.22% 0.22% 407 0 0.0% Q2 2026 Aug 07, 2026
626 Financial, LLC History No change 9,638 425 0.16% 0.17% 408 0 0.0% Q3 2026 Nov 04, 2026
Avise Financial Cooperative, Inc. History No change 9,020 417 0.3% 0.3% 409 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 8,961 414 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 05, 2026
TCW GROUP INC History No change 8,818 407 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History No change 8,793 406 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 13, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 9,000 396 0.03% 0.09% 413 -21,000 -70.0% Q3 2026 Nov 02, 2026
Lido Advisors, LLC History New 8,874 391 0.0% — 415 +8,874 New Q3 2026 Nov 04, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 8,869 391 0.03% 0.03% 414 0 0.0% Q3 2026 Oct 20, 2026
Aaron Wealth Advisors LLC History Added to 8,374 369 0.02% 0.02% 416 +1,713 25.72% Q3 2026 Oct 13, 2026
Arax Advisory Partners History No change 7,840 362 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 8,155 359 0.01% 0.01% 418 +392 5.05% Q3 2026 Oct 21, 2026
Hilltop Holdings Inc. History No change 7,640 353 0.03% 0.03% 419 0 0.0% Q2 2026 Aug 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 7,650 353 0.03% 0.03% 420 0 0.0% Q2 2026 Aug 14, 2026
WEST PACES ADVISORS INC. History Added to 7,892 348 0.06% 0.0% 421 +7,692 3846.0% Q3 2026 Oct 13, 2026
PUREfi Wealth, LLC History New 7,838 345 0.16% — 422 +7,838 New Q3 2026 Oct 19, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 7,439 344 0.09% 0.09% 423 0 0.0% Q2 2026 Aug 07, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 7,387 341 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 10, 2026
OSTRUM ASSET MANAGEMENT History No change 7,325 338 0.02% 0.02% 425 0 0.0% Q2 2026 Aug 13, 2026
CSS LLC/IL History No change 7,230 334 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 14, 2026
Southern Financial Group, LLC History Added to 7,087 312 0.09% 0.08% 427 +145 2.09% Q3 2026 Oct 30, 2026
OpenArc Corporate Advisory, LLC History New 7,021 309 0.0% — 428 +7,021 New Q3 2026 Oct 21, 2026
Pflug Koory, LLC History Reduced 6,855 302 0.12% 0.13% 429 -437 -5.99% Q3 2026 Oct 26, 2026
BLAIR WILLIAM & CO/IL History No change 6,519 301 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 6,515 301 0.0% 0.0% 431 0 0.0% Q2 2026 Jul 24, 2026
Valeo Financial Advisors, LLC History New 6,732 296 0.01% — 432 +6,732 New Q3 2026 Oct 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 6,198 286 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Added to 6,351 280 0.02% 0.02% 434 +563 9.73% Q3 2026 Oct 01, 2026
CX Institutional History Added to 6,276 277 0.01% 0.01% 435 +125 2.03% Q3 2026 Oct 02, 2026
J. Safra Sarasin Holding AG History No change 6,889 274 0.0% 0.0% 436 0 0.0% Q3 2026 Oct 26, 2026
Trivium Point Advisory, LLC History No change 5,903 273 0.02% 0.02% 437 0 0.0% Q2 2026 Aug 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 5,894 272 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History Added to 5,970 263 0.0% 0.0% 439 +285 5.01% Q3 2026 Nov 05, 2026
Avanza Fonder AB History No change 5,870 258 0.0% 0.01% 440 0 0.0% Q3 2026 Oct 13, 2026
Farther Finance Advisors, LLC History Reduced 5,802 255 0.0% 0.01% 441 -11,119 -65.71% Q3 2026 Oct 08, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 5,780 254 0.0% — 443 +5,780 New Q3 2026 Oct 23, 2026
OneAscent Financial Services LLC History No change 5,500 254 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 11, 2026
Independent Advisor Alliance History No change 5,455 252 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 5,428 251 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 18, 2026
Apollon Wealth Management, LLC History New 5,684 250 0.0% — 447 +5,684 New Q3 2026 Oct 23, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 5,420 250 0.02% 0.02% 446 0 0.0% Q2 2026 Aug 12, 2026
ANCHYRA PARTNERS LLC History New 5,593 246 0.05% — 448 +5,593 New Q3 2026 Oct 13, 2026
Harbor Advisors LLC History No change 5,315 245 0.03% 0.03% 449 0 0.0% Q2 2026 Jul 28, 2026
Applied Finance Capital Management, LLC History Reduced 5,538 244 0.02% 0.03% 450 -1,733 -23.83% Q3 2026 Nov 03, 2026
Diversified Enterprises, LLC History Added to 5,524 243 0.01% 0.01% 451 +676 13.94% Q3 2026 Oct 19, 2026
Balefire, LLC History Reduced 5,333 235 0.04% 0.05% 452 -1,752 -24.73% Q3 2026 Oct 09, 2026
Portside Wealth Group, LLC History Added to 5,329 235 0.03% 0.02% 453 +716 15.52% Q3 2026 Oct 20, 2026
TD Waterhouse Canada Inc. History Added to 5,445 234 0.0% 0.0% 456 +4,508 481.11% Q3 2026 Oct 16, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Reduced 5,307 234 0.08% 0.11% 454 -1,800 -25.33% Q3 2026 Oct 20, 2026
CIBC WORLD MARKET INC. History No change 5,072 234 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 13, 2026
Berkeley Capital Partners, LLC History No change 5,057 233 0.05% 0.05% 457 0 0.0% Q2 2026 Aug 06, 2026
Vise Technologies, Inc. History Reduced 5,263 232 0.0% 0.0% 459 -13 -0.25% Q3 2026 Oct 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 5,028 232 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 4,865 225 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 4,852 224 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History Added to 5,032 221 0.01% 0.01% 462 +373 8.01% Q3 2026 Nov 04, 2026
Tower Research Capital LLC (TRC) History No change 4,742 219 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 11, 2026
Ethic Inc. History New 4,955 218 0.0% — 464 +4,955 New Q3 2026 Nov 03, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 4,668 215 0.01% 0.01% 465 0 0.0% Q2 2026 Jul 31, 2026
Integrated Investment Consultants, LLC History No change 4,500 208 0.04% 0.04% 466 0 0.0% Q2 2026 Aug 17, 2026
Ameritas Investment Partners, Inc. History No change 4,490 207 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History Added to 4,674 206 0.0% 0.0% 468 +110 2.41% Q3 2026 Oct 22, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 4,419 204 0.04% 0.04% 469 0 0.0% Q2 2026 Jul 17, 2026
Park Capital Management, LLC / WI History New 4,612 203 0.1% — 470 +4,612 New Q3 2026 Oct 13, 2026
Advisory Services Network, LLC History No change 4,366 201 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 12, 2026
Venture Visionary Partners LLC History New 4,539 200 0.01% — 473 +4,539 New Q3 2026 Oct 07, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 4,331 200 0.02% 0.02% 472 0 0.0% Q2 2026 Jul 31, 2026
New Age Alpha Advisors, LLC History No change 4,035 186 0.01% 0.01% 474 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 3,728 172 0.01% 0.01% 475 0 0.0% Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History No change 3,707 171 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 3,760 165 0.02% 0.02% 477 -912 -19.52% Q3 2026 Oct 27, 2026
Transamerica Financial Advisors, LLC History No change 3,548 164 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History Reduced 3,708 163 0.0% 0.0% 479 -1,023 -21.62% Q3 2026 Oct 15, 2026
Aberdeen Wealth Management LLC History No change 3,486 157 0.08% 0.08% 480 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 3,390 156 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 12, 2026
Hughes Financial Services, LLC History Added to 3,577 152 0.02% 0.02% 482 +2 0.06% Q3 2026 Oct 30, 2026
Siemens Fonds Invest GmbH History No change 3,181 147 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 3,122 144 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 06, 2026
Penserra Capital Management LLC History No change 2,997 137 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History Added to 3,079 135 0.0% 0.0% 486 +1,800 140.73% Q3 2026 Nov 03, 2026
BFC Planning, Inc. History No change 2,927 135 0.01% 0.01% 487 0 0.0% Q2 2026 Oct 29, 2026
IFS Advisors, LLC History New 2,920 128 0.04% — 488 +2,920 New Q3 2026 Oct 14, 2026
IFP Advisors, Inc History Added to 2,889 127 0.0% 0.0% 489 +237 8.94% Q3 2026 Oct 16, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 2,860 126 0.07% 0.07% 490 +20 0.7% Q3 2026 Oct 30, 2026
Allworth Financial LP History No change 2,668 123 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 11, 2026
Citizens National Bank Trust Department History Reduced 2,665 117 0.02% 0.02% 492 -25 -0.93% Q3 2026 Nov 04, 2026
Fortitude Family Office, LLC History Added to 2,647 116 0.02% 0.0% 493 +2,459 1307.98% Q3 2026 Oct 14, 2026
SIGNATUREFD, LLC History Added to 2,615 115 0.0% 0.0% 495 +1,299 98.71% Q3 2026 Oct 23, 2026
Skylands Capital, LLC History No change 2,617 115 0.02% 0.01% 494 0 0.0% Q3 2026 Oct 21, 2026
Hartford Financial Management Inc. History No change 2,605 114 0.03% 0.03% 496 0 0.0% Q3 2026 Oct 21, 2026
Bank & Trust Co History No change 2,570 113 0.07% 0.07% 497 0 0.0% Q3 2026 Oct 07, 2026
Smartleaf Asset Management LLC History No change 2,323 107 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History Added to 2,339 103 0.0% 0.0% 499 +18 0.78% Q3 2026 Oct 21, 2026
MATHER GROUP, LLC. History Added to 2,290 100 0.0% 0.0% 500 +468 25.69% Q3 2026 Oct 14, 2026
HUNTINGTON NATIONAL BANK History No change 1,864 86 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 13, 2026
Heritage Family Offices, LLP History New 1,896 83 0.03% — 502 +1,896 New Q3 2026 Nov 02, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 1,830 80 0.0% 0.0% 503 +204 12.55% Q3 2026 Oct 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 1,540 71 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 17, 2026
Cromwell Holdings LLC History Added to 1,576 69 0.03% 0.03% 505 +79 5.28% Q3 2026 Oct 28, 2026
Elyxium Wealth, LLC History New 1,561 68 0.01% — 506 +1,561 New Q3 2026 Oct 27, 2026
Axiom Investment Management LLC History Reduced 1,500 66 0.05% 0.05% 507 -54 -3.47% Q3 2026 Nov 03, 2026
CYBER HORNET ETFs LLC History No change 1,431 66 0.04% 0.04% 508 0 0.0% Q2 2026 Aug 24, 2026
Covestor Ltd History Reduced 1,444 64 0.04% 0.06% 509 -771 -34.81% Q3 2026 Oct 30, 2026
BFSG, LLC History Added to 1,451 63 0.01% 0.01% 510 +36 2.54% Q3 2026 Oct 30, 2026
Cape Investment Advisory, Inc. History No change 1,400 61 0.02% 0.02% 511 0 0.0% Q3 2026 Oct 13, 2026
Deseret Mutual Benefit Administrators History Added to 1,382 60 0.02% 0.01% 512 +401 40.88% Q3 2026 Nov 04, 2026
Quarry LP History No change 1,230 56 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History Added to 1,256 55 0.0% 0.0% 514 +12 0.96% Q3 2026 Oct 26, 2026
Root Financial Partners, LLC History New 1,230 54 0.0% — 515 +1,230 New Q3 2026 Oct 21, 2026
Institute for Wealth Management, LLC. History No change 1,050 48 0.0% 0.0% 516 0 0.0% Q2 2026 Jul 28, 2026
Oakworth Capital, Inc. History No change 1,000 44 0.0% 0.0% 517 0 0.0% Q3 2026 Oct 26, 2026
Bruce G. Allen Investments, LLC History No change 956 44 0.03% 0.03% 518 0 0.0% Q2 2026 Jul 31, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 920 42 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 07, 2026
McMillan Office, Inc. History No change 911 42 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 13, 2026
REXFORD CAPITAL INC History No change 800 37 0.02% 0.02% 521 0 0.0% Q2 2026 Jul 29, 2026
Provenance Wealth Advisors, LLC History New 836 36 0.0% — 523 +836 New Q3 2026 Oct 30, 2026
HARBOUR INVESTMENTS, INC. History No change 783 36 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 12, 2026
TSFG, LLC History Added to 762 34 0.01% 0.0% 525 +1 0.13% Q3 2026 Oct 23, 2026
NewEdge Advisors, LLC History No change 743 34 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 12, 2026
MassMutual Private Wealth & Trust, FSB History Added to 744 32 0.0% 0.0% 527 +103 16.07% Q3 2026 Oct 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 699 32 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 06, 2026
Manchester Capital Management LLC History No change 748 32 0.0% 0.0% 528 0 0.0% Q3 2026 Oct 22, 2026
Twin Lakes Capital Management, LLC History No change 699 32 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 17, 2026
Sarver Vrooman Wealth Advisors History No change 712 31 0.02% 0.02% 530 0 0.0% Q3 2026 Oct 01, 2026
Cassaday & Co Wealth Management LLC History Added to 692 30 0.0% — 531 +689 22966.67% Q3 2026 Oct 27, 2026
FIRST UNITED BANK & TRUST History No change 675 29 0.01% 0.01% 532 0 0.0% Q3 2026 Oct 22, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 634 29 0.01% 0.01% 533 0 0.0% Q2 2026 Nov 03, 2026
STANCE CAPITAL LLC History No change 591 27 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History New 606 26 0.01% — 535 +606 New Q3 2026 Nov 04, 2026
Parkside Financial Bank & Trust History Added to 582 25 0.0% 0.0% 536 +206 54.79% Q3 2026 Oct 27, 2026
Quest 10 Wealth Builders, Inc. History New 556 24 0.02% — 539 +556 New Q3 2026 Nov 02, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 540 24 0.0% 0.0% 537 0 0.0% Q2 2026 Oct 30, 2026
Kimelman & Baird, LLC History No change 550 24 0.0% 0.0% 538 0 0.0% Q3 2026 Nov 03, 2026
Strategic Wealth Partners, Ltd. History No change 498 23 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 12, 2026
MEEDER ASSET MANAGEMENT INC History No change 474 21 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 07, 2026
UMB Bank, n.a. History No change 446 20 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 471 20 0.0% 0.0% 543 0 0.0% Q3 2026 Oct 09, 2026
Financial Network Wealth Advisors LLC History Added to 434 19 0.02% 0.01% 544 +232 114.85% Q3 2026 Oct 27, 2026
Raiffeisen Bank International AG History Reduced 417 18 0.0% 0.01% 545 -17,855 -97.72% Q3 2026 Oct 28, 2026
JNBA Financial Advisors History New 375 16 0.0% — 548 +375 New Q3 2026 Nov 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 381 16 0.0% 0.0% 546 0 0.0% Q3 2026 Nov 04, 2026
Highland Investment Advisors LLC History No change 347 16 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 311 14 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 303 14 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 07, 2026
Essential Partners LLC History No change 340 14 0.01% 0.01% 551 0 0.0% Q3 2026 Oct 14, 2026
Livelsberger Financial Advisory History New 304 13 0.07% — 557 +304 New Q3 2026 Oct 27, 2026
PRIVATE TRUST CO NA History Added to 314 13 0.0% 0.0% 554 +11 3.63% Q3 2026 Oct 20, 2026
MONETARY MANAGEMENT GROUP INC History No change 300 13 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 313 13 0.0% 0.0% 553 0 0.0% Q3 2026 Oct 22, 2026
Pinnacle Bancorp, Inc. History No change 297 13 0.0% 0.0% 555 0 0.0% Q3 2026 Oct 21, 2026
Rossby Financial, LCC History No change 283 13 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 04, 2026
Heritage Wealth Advisors History No change 263 12 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 254 11 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 242 11 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History New 228 10 0.0% — 563 +228 New Q3 2026 Oct 27, 2026
ATLAS CAPITAL ADVISORS INC. History No change 226 10 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 13, 2026
Smallwood Wealth Investment Management, LLC History No change 248 10 0.0% 0.0% 562 0 0.0% Q3 2026 Oct 30, 2026
GK Wealth Management LLC History New 217 9 0.01% — 570 +217 New Q3 2026 Oct 09, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 215 9 0.01% — 569 +215 New Q3 2026 Oct 09, 2026
Lloyd Advisory Services, LLC. History Added to 208 9 0.0% 0.0% 566 +175 530.3% Q3 2026 Nov 02, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 197 9 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 31, 2026
GW&K Investment Management, LLC History No change 196 9 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 12, 2026
Synergy Investment Management, LLC History No change 193 9 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 215 9 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 184 8 0.01% — 575 +184 New Q3 2026 Oct 14, 2026
American Capital Advisory, LLC History Added to 185 8 0.0% 0.0% 573 +2 1.09% Q3 2026 Oct 28, 2026
Atlantic Union Bankshares Corp History No change 190 8 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 180 8 0.0% 0.0% 572 0 0.0% Q2 2026 Jul 24, 2026
Westfuller Advisors, LLC History No change 176 8 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 29, 2026
Reyes Financial Architecture, Inc. History New 176 7 0.0% — 582 +176 New Q3 2026 Oct 21, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 165 7 0.0% — 581 +165 New Q3 2026 Oct 15, 2026
CULLEN/FROST BANKERS, INC. History Added to 181 7 0.0% 0.0% 576 +13 7.74% Q3 2026 Oct 28, 2026
James T. Borello RIA History Added to 161 7 0.0% 0.0% 580 +2 1.26% Q3 2026 Oct 16, 2026
SBI Securities Co., Ltd. History Reduced 180 7 0.0% 0.0% 578 -1 -0.55% Q3 2026 Oct 21, 2026
PROSPERITY BANCSHARES INC History No change 171 7 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 170 7 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 15, 2026
Markowski Investments History New 156 6 0.0% — 591 +156 New Q3 2026 Oct 30, 2026
Latitude Advisors, LLC History New 140 6 0.0% — 590 +140 New Q3 2026 Oct 27, 2026
Clearstead Advisors, LLC History No change 135 6 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 06, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 150 6 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 10, 2026
EASTERN BANK History No change 156 6 0.0% 0.0% 585 0 0.0% Q3 2026 Oct 05, 2026
Kemnay Advisory Services Inc. History No change 140 6 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 137 6 0.0% 0.0% 587 0 0.0% Q3 2026 Nov 03, 2026
Rialto Wealth Management, LLC History No change 150 6 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 141 6 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 13, 2026
Clark Wealth Partners History Added to 132 5 0.0% — 602 +131 13100.0% Q3 2026 Oct 16, 2026
HAZLETT, BURT & WATSON, INC. History New 110 5 0.0% — 604 +110 New Q3 2026 Nov 04, 2026
Private Wealth Management Group, LLC History Added to 134 5 0.0% 0.0% 600 +71 112.7% Q3 2026 Oct 19, 2026
True Wealth Design, LLC History Added to 121 5 0.0% 0.0% 599 +47 63.51% Q3 2026 Oct 13, 2026
Creative Capital Management Investments LLC History Added to 130 5 0.0% 0.0% 598 +42 47.73% Q3 2026 Oct 27, 2026
WPG Advisers, LLC History Reduced 136 5 0.0% 0.0% 601 -16 -10.53% Q3 2026 Oct 27, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 115 5 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 18, 2026
Salomon & Ludwin, LLC History No change 117 5 0.0% 0.0% 593 0 0.0% Q3 2026 Oct 29, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 121 5 0.0% 0.0% 594 0 0.0% Q2 2026 Jul 22, 2026
Key FInancial Inc History No change 117 5 0.0% 0.0% 595 0 0.0% Q3 2026 Nov 02, 2026
Quent Capital, LLC History No change 122 5 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Co / SC History No change 111 5 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 11, 2026
Medallion Wealth Advisors, LLC History No change 121 5 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History New 107 4 0.0% — 615 +107 New Q3 2026 Nov 03, 2026
RMG Wealth Management LLC History New 100 4 0.0% — 614 +100 New Q3 2026 Oct 26, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Added to 103 4 0.0% 0.0% 613 +80 347.83% Q3 2026 Nov 04, 2026
Physician Wealth Advisors, Inc. History Added to 104 4 0.0% 0.0% 610 +60 136.36% Q3 2026 Oct 20, 2026
Avion Wealth History Added to 107 4 0.0% 0.0% 609 +39 57.35% Q3 2026 Nov 03, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 104 4 0.0% 0.0% 608 +14 15.56% Q3 2026 Oct 29, 2026
Wilmington Savings Fund Society, FSB History Reduced 112 4 0.0% 0.0% 605 -1 -0.88% Q3 2026 Oct 23, 2026
IMA Advisory Services, Inc. History No change 108 4 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 10, 2026
St. Johns Investment Management Company, LLC History No change 110 4 0.0% 0.0% 607 0 0.0% Q3 2026 Oct 30, 2026
Nemes Rush Group LLC History No change 95 4 0.0% 0.0% 611 0 0.0% Q3 2026 Nov 04, 2026
Atlantic Edge Private Wealth Management, LLC History No change 113 4 0.0% 0.0% 612 0 0.0% Q3 2026 Oct 20, 2026
Bay Harbor Wealth Management, LLC History Reduced 77 3 0.0% 0.01% 618 -475 -86.05% Q3 2026 Nov 03, 2026
Essential Investment Partners LLC History New 88 3 0.0% — 627 +88 New Q3 2026 Oct 27, 2026
CoreCap Advisors, LLC History Reduced 78 3 0.0% 0.0% 621 -73 -48.34% Q3 2026 Oct 08, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 70 3 0.0% — 628 +70 New Q3 2026 Oct 16, 2026
Canton Hathaway, LLC History New 69 3 0.0% — 626 +69 New Q3 2026 Oct 23, 2026
Bell Investment Advisors, Inc History Added to 80 3 0.0% 0.0% 619 +41 105.13% Q3 2026 Oct 28, 2026
Signature Equity Partners, LLC History Added to 88 3 0.0% 0.0% 625 +28 46.67% Q3 2026 Oct 29, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 74 3 0.0% 0.0% 623 -15 -16.85% Q3 2026 Oct 07, 2026
Retirement Wealth Solutions LLC History Added to 82 3 0.0% 0.0% 624 +10 13.89% Q3 2026 Oct 07, 2026
North Star Investment Management Corp. History No change 86 3 0.0% 0.0% 616 0 0.0% Q3 2026 Oct 27, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 70 3 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 27, 2026
SJS Investment Consulting Inc. History No change 72 3 0.0% 0.0% 620 0 0.0% Q3 2026 Oct 26, 2026
Beaird Harris Wealth Management, LLC History No change 77 3 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 08, 2026
UMB Private Wealth Management, LLC History New 65 2 0.0% — 634 +65 New Q3 2026 Oct 19, 2026
Meriwether Wealth & Planning, LLC History New 60 2 0.0% — 633 +60 New Q3 2026 Oct 13, 2026
KFG LLC History New 59 2 0.0% — 635 +59 New Q3 2026 Nov 02, 2026
Key Capital Management, INC History Reduced 49 2 0.0% 0.0% 631 -22 -30.99% Q3 2026 Nov 03, 2026
Bogart Wealth, LLC History No change 50 2 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 24, 2026
Dunhill Financial, LLC History No change 52 2 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History No change 67 2 0.0% 0.0% 632 0 0.0% Q3 2026 Nov 05, 2026
Kingdom Financial Group LLC. History New 35 1 0.0% — 659 +35 New Q3 2026 Nov 04, 2026
ALBION FINANCIAL GROUP /UT History New 28 1 0.0% — 657 +28 New Q3 2026 Oct 21, 2026
Mosley Wealth Management History New 28 1 0.0% — 660 +28 New Q3 2026 Oct 16, 2026
Financial Management Professionals, Inc. History Added to 43 1 0.0% — 638 +26 152.94% Q3 2026 Oct 23, 2026
Acumen Wealth Advisors, LLC History New 23 1 0.0% — 658 +23 New Q3 2026 Nov 05, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 23 1 0.0% — 647 +17 283.33% Q3 2026 Oct 19, 2026
Spire Wealth Management History Added to 42 1 0.0% 0.0% 643 +14 50.0% Q3 2026 Oct 30, 2026
Burk Holdings LLC History Added to 40 1 0.0% 0.0% 652 +14 53.85% Q3 2026 Nov 04, 2026
Davis Capital Management History Added to 25 1 0.0% — 642 +4 19.05% Q3 2026 Oct 08, 2026
Planning Strategies Inc. History Added to 27 1 0.0% 0.0% 656 +4 17.39% Q3 2026 Oct 02, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 23 1 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 07, 2026
WestEnd Advisors, LLC History No change 29 1 0.0% 0.0% 637 0 0.0% Q3 2026 Oct 27, 2026
Silicon Valley Capital Partners History No change 25 1 0.0% 0.0% 639 0 0.0% Q2 2026 Sep 21, 2026
IFG Advisory, LLC History No change 36 1 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 13, 2026
Banque Cantonale Vaudoise History No change 36,915 1 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 31, 2026
Washington Trust Advisors, Inc. History No change 27 1 0.0% 0.0% 644 0 0.0% Q3 2026 Oct 22, 2026
DiNuzzo Private Wealth, Inc. History No change 36 1 0.0% 0.0% 645 0 0.0% Q3 2026 Oct 15, 2026
JPL Wealth Management, LLC History No change 30 1 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 13, 2026
Groupe la Francaise History No change 36 1 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 25, 2026
Kilter Group LLC History No change 25 1 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 34 1 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 04, 2026
MASECO LLP History No change 30 1 0.0% 0.0% 651 0 0.0% Q3 2026 Oct 27, 2026
Ares Financial Consulting, LLC History No change 42 1 0.0% 0.0% 653 0 0.0% Q3 2026 Oct 19, 2026
Cornerstone Financial Management LLC History No change 27 1 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 28, 2026
1015 Capital Partners, LLC History No change 23 1 0.0% 0.0% 655 0 0.0% Q2 2026 Jul 21, 2026
Synergy Asset Management, LLC History Closed out 0 0 — 0.36% — -82,671 -100.0% Q3 2026 Nov 05, 2026
Bank Pictet & Cie (Europe) AG History Closed out 0 0 — 0.06% — -63,964 -100.0% Q3 2026 Oct 20, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.05% — -57,323 -100.0% Q3 2026 Oct 16, 2026
Trium Capital LLP History Closed out 0 0 — 0.56% — -19,546 -100.0% Q3 2026 Oct 16, 2026
WOLVERINE ASSET MANAGEMENT LLC History Closed out 0 0 — 0.01% — -19,000 -100.0% Q3 2026 Nov 02, 2026
AlphaStar Capital Management, LLC History Closed out 0 0 — 0.03% — -9,142 -100.0% Q3 2026 Oct 16, 2026
MGO ONE SEVEN LLC History Closed out 0 0 — 0.01% — -7,813 -100.0% Q3 2026 Oct 28, 2026
CenterBook Partners LP History Closed out 0 0 — 0.02% — -7,728 -100.0% Q3 2026 Nov 02, 2026
Diligent Investors, LLC History Closed out 0 0 — 0.06% — -6,305 -100.0% Q3 2026 Oct 21, 2026
StoneX Group Inc. History Closed out 0 0 — 0.01% — -6,200 -100.0% Q3 2026 Nov 03, 2026
Patten Group, Inc. History Closed out 0 0 — 0.03% — -4,809 -100.0% Q3 2026 Oct 26, 2026
SAXON INTERESTS, INC. History Closed out 0 0 — 0.06% — -4,457 -100.0% Q3 2026 Oct 26, 2026
ARGA Investment Management, LP History Closed out 0 0 — 0.01% — -4,434 -100.0% Q3 2026 Oct 30, 2026
Csenge Advisory Group History Closed out 0 0 — 0.01% — -4,430 -100.0% Q3 2026 Nov 04, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.07% — -1,673 -100.0% Q3 2026 Nov 03, 2026
Financial Perspectives, Inc History Closed out 0 0 — 0.0% — -224 -100.0% Q3 2026 Nov 03, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.0% — -122 -100.0% Q3 2026 Nov 05, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -88 -100.0% Q3 2026 Oct 20, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -61 -100.0% Q3 2026 Oct 16, 2026
MJT & Associates Financial Advisory Group, Inc. History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2026 Oct 07, 2026
Sunrise Financial Services, LLC History Closed out 0 0 — 0.0% — -42 -100.0% Q3 2026 Oct 21, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2026 Oct 15, 2026
Navigoe, LLC History Closed out 0 0 — 0.0% — -22 -100.0% Q3 2026 Nov 03, 2026
Arlington Trust Co LLC History New 20 0 — — — +20 New Q3 2026 Oct 20, 2026
Ascentis Wealth Management, LLC History New 20 0 — — — +20 New Q3 2026 Nov 03, 2026
Bare Financial Services, Inc History New 19 0 — — — +19 New Q3 2026 Nov 04, 2026
HORIZON FINANCIAL SERVICES, LLC History Reduced 21 0 — 0.0% — -16 -43.24% Q3 2026 Nov 04, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — — — -10 -100.0% Q3 2026 Oct 15, 2026
Activest Wealth Management History Added to 18 0 — — — +9 100.0% Q3 2026 Oct 15, 2026
Breakwater Investment Management History New 8 0 — — — +8 New Q3 2026 Oct 20, 2026
IMG Wealth Management, Inc. History New 5 0 — — — +5 New Q3 2026 Oct 26, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 5 0 — — — +5 New Q3 2026 Oct 30, 2026
GODSEY & GIBB, INC History New 4 0 — — — +4 New Q3 2026 Oct 14, 2026
DecisionPoint Financial, LLC History Added to 12 0 — — — +3 33.33% Q3 2026 Oct 27, 2026
Caitong International Asset Management Co., Ltd History Reduced 16 0 — — — -3 -15.79% Q3 2026 Oct 29, 2026
NFSG Corp History New 3 0 — — — +3 New Q3 2026 Oct 15, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2026 Nov 04, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 3 0 — — — -1 -25.0% Q3 2026 Oct 23, 2026
Balance Wealth Partners LLC History New 1 0 — — — +1 New Q3 2026 Oct 27, 2026
Monetary Solutions, Ltd History New 1 0 — — — +1 New Q3 2026 Oct 22, 2026
CENTRAL TRUST Co History No change 12 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 10 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
Clearstead Trust, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
First Command Advisory Services, Inc. History No change 19 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Quaker Wealth Management, LLC History No change 16 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
HHM Wealth Advisors, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Abound Wealth Management History No change 13 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Aspect Partners, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
Valued Wealth Advisors LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Dogwood Wealth Management LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
MidFirst Bank History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026