Symbotic Inc. - SYM

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
SOFTBANK GROUP CORP. History No change 39,825,312 1,790,147 9.85% 9.85% 1 0 0.0% Q2 2026 Aug 14, 2026
Walmart Inc. History No change 15,000,000 674,250 91.61% 91.61% 2 0 0.0% Q2 2026 Aug 07, 2026
BAILLIE GIFFORD & CO History No change 12,263,759 551,255 0.5% 0.5% 3 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,295,652 193,089 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 3,867,532 173,845 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,851,280 128,165 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 2,889,676 121,897 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 2,011,390 90,412 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,756,855 78,970 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,430,103 64,283 0.05% 0.05% 10 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,426,279 64,111 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,213,410 54,542 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 1,101,318 49,280 0.06% 0.06% 13 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,057,026 47,513 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 960,100 43,156 0.06% 0.06% 15 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 958,457 43,082 0.0% 0.0% 16 0 0.0% Q2 2026 Sep 02, 2026
Daiwa Securities Group Inc. History No change 947,266 42,579 0.08% 0.08% 17 0 0.0% Q2 2026 Jul 31, 2026
GOLDMAN SACHS GROUP INC History No change 935,611 42,055 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 904,237 40,645 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 891,900 40,090 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 864,400 38,854 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 823,795 37,042 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 12, 2026
ARK Investment Management LLC History No change 796,749 35,813 0.23% 0.23% 23 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 790,480 35,532 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
TCW GROUP INC History No change 728,481 32,745 0.22% 0.22% 25 0 0.0% Q2 2026 Aug 03, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 688,141 30,931 0.14% 0.14% 26 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 638,977 28,721 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
Navis Wealth Advisors, LLC History No change 615,291 27,657 10.49% 10.49% 28 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 586,310 26,360 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 557,007 25,037 0.0% 0.0% 30 0 0.0% Q2 2026 Sep 22, 2026
UBS Group AG History No change 520,420 23,392 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 519,646 23,358 0.03% 0.03% 32 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 461,900 22,511 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 499,408 22,448 0.13% 0.13% 34 0 0.0% Q2 2026 Aug 14, 2026
S SQUARED TECHNOLOGY, LLC History No change 487,126 21,896 6.79% 6.79% 35 0 0.0% Q2 2026 Aug 13, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 481,154 21,627 0.2% 0.2% 36 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 468,357 21,052 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 12, 2026
Walleye Trading LLC History No change 405,720 18,237 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 03, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 381,719 17,158 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 375,810 16,892 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
USS Investment Management Ltd History No change 320,860 14,419 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 307,117 13,804 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 07, 2026
FIRST TRUST ADVISORS LP History No change 299,806 13,476 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 11, 2026
RPG Investment Advisory, LLC History No change 266,959 11,999 1.23% 1.23% 44 0 0.0% Q2 2026 Aug 04, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 263,974 11,865 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 06, 2026
SIERRA SUMMIT ADVISORS LLC History No change 259,079 11,645 1.3% 1.3% 46 0 0.0% Q2 2026 Jul 20, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 257,504 11,574 0.07% 0.07% 47 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 250,714 11,271 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 236,956 10,651 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 03, 2026
MIROVA History No change 216,854 9,747 0.36% 0.36% 50 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 211,061 9,487 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 07, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 207,969 9,348 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 196,385 8,827 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 11, 2026
IMC-Chicago, LLC History No change 191,831 8,622 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 06, 2026
Bridgewater Associates, LP History No change 183,975 8,269 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 180,001 8,091 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 174,095 7,825 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 172,081 7,735 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
Mubadala Investment Co PJSC History No change 171,900 7,726 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 168,133 7,557 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 165,222 7,426 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 159,305 7,160 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 157,904 7,097 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 153,035 6,878 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 149,712 6,729 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 140,800 6,334 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 14, 2026
SEVEN GRAND MANAGERS, LLC History No change 137,500 6,180 0.25% 0.25% 67 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 132,500 5,955 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History No change 122,333 5,498 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 117,920 5,300 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 11, 2026
Handelsbanken Fonder AB History No change 114,152 5,131 0.01% 0.01% 71 0 0.0% Q2 2026 Jul 10, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 110,553 4,969 0.32% 0.32% 72 0 0.0% Q2 2026 Jul 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 109,508 4,922 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 109,385 4,913 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 11, 2026
Slow Capital, Inc. History No change 107,659 4,839 0.56% 0.56% 75 0 0.0% Q2 2026 Jul 22, 2026
STIFEL FINANCIAL CORP History No change 102,226 4,595 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 100,562 4,522 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 91,477 4,111 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
BOURNE LENT ASSET MANAGEMENT INC History No change 89,710 4,032 1.39% 1.39% 79 0 0.0% Q2 2026 Jul 29, 2026
Schonfeld Strategic Advisors LLC History No change 87,482 3,932 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 83,077 3,734 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 77,404 3,479 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 13, 2026
DDD Partners, LLC History No change 75,791 3,406 0.21% 0.21% 83 0 0.0% Q2 2026 Aug 05, 2026
HRT FINANCIAL LP History No change 75,619 3,399 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 75,380 3,388 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 24, 2026
Advisors Asset Management, Inc. History No change 75,109 3,376 0.05% 0.05% 86 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 73,468 3,302 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 13, 2026
FORA Capital, LLC History No change 72,003 3,236 0.22% 0.22% 88 0 0.0% Q2 2026 Aug 13, 2026
Woodson Capital Management, LP History No change 70,000 3,146 0.53% 0.53% 89 0 0.0% Q2 2026 Aug 14, 2026
MARATHON CAPITAL MANAGEMENT History No change 69,780 3,136 0.63% 0.63% 90 0 0.0% Q2 2026 Jul 22, 2026
Abacus FCF Advisors LLC History No change 69,160 3,108 0.57% 0.57% 91 0 0.0% Q2 2026 Aug 10, 2026
ALGERT GLOBAL LLC History No change 68,630 3,084 0.04% 0.04% 92 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 68,244 3,067 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 12, 2026
Legacy Capital Wealth Partners, LLC History No change 63,513 2,854 0.55% 0.55% 94 0 0.0% Q2 2026 Aug 12, 2026
Entropy Technologies, LP History No change 63,044 2,833 0.11% 0.11% 95 0 0.0% Q2 2026 Aug 13, 2026
Register Financial Advisors LLC History No change 62,522 2,810 0.86% 0.86% 96 0 0.0% Q2 2026 Jul 15, 2026
BARCLAYS PLC History No change 62,462 2,807 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 62,444 2,806 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
180 WEALTH ADVISORS, LLC History No change 61,717 2,774 0.28% 0.28% 99 0 0.0% Q2 2026 Jul 07, 2026
Taylor Frigon Capital Management LLC History No change 60,700 2,728 1.28% 1.28% 100 0 0.0% Q2 2026 Jul 23, 2026
MARSHALL WACE, LLP History No change 60,362 2,713 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 59,967 2,695 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 59,615 2,679 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 57,915 2,603 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 56,930 2,559 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 56,691 2,548 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Barton Investment Management History No change 53,460 2,403 0.33% 0.33% 107 0 0.0% Q2 2026 Jul 20, 2026
Brevan Howard Capital Management LP History No change 51,564 2,317 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History No change 51,409 2,310 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 03, 2026
Empowered Funds, LLC History No change 51,281 2,305 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
WS MANAGEMENT LLLP History No change 50,000 2,247 0.2% 0.2% 111 0 0.0% Q2 2026 Aug 14, 2026
Once Capital Management, LLC History No change 50,000 2,247 0.18% 0.18% 112 0 0.0% Q2 2026 Jul 22, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 47,040 2,114 0.14% 0.14% 113 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 46,233 2,078 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
Proactive Wealth Strategies LLC History No change 46,174 2,075 0.33% 0.33% 115 0 0.0% Q2 2026 Aug 10, 2026
Bouvel Investment Partners, LLC History No change 45,983 2,066 0.47% 0.47% 116 0 0.0% Q2 2026 Jul 17, 2026
Bank of New York Mellon Corp History No change 45,507 2,045 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 06, 2026
ZEVENBERGEN CAPITAL INVESTMENTS LLC History No change 44,800 2,013 0.05% 0.05% 118 0 0.0% Q2 2026 Jul 15, 2026
Ensign Peak Advisors, Inc History No change 44,456 1,998 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 42,192 1,896 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 42,152 1,894 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 29, 2026
HSBC HOLDINGS PLC History No change 41,750 1,886 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 41,065 1,845 0.1% 0.1% 123 0 0.0% Q2 2026 Aug 05, 2026
Legato Capital Management LLC History No change 40,708 1,829 0.15% 0.15% 124 0 0.0% Q2 2026 Aug 06, 2026
Wealthfront Advisers LLC History No change 40,016 1,798 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 07, 2026
Peregrine Asset Advisers, Inc. History No change 39,966 1,796 0.39% 0.39% 126 0 0.0% Q2 2026 Aug 10, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 38,755 1,742 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 10, 2026
Broadleaf Partners, LLC History No change 37,978 1,707 0.33% 0.33% 128 0 0.0% Q2 2026 Aug 13, 2026
NorthCoast Asset Management LLC History No change 37,302 1,676 0.04% 0.04% 129 0 0.0% Q2 2026 Aug 12, 2026
Quantbot Technologies LP History No change 36,661 1,647 0.06% 0.06% 130 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 36,412 1,636 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 06, 2026
Horizon Investments, LLC History No change 35,715 1,605 0.02% 0.02% 132 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 38,758 1,598 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 35,269 1,585 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 04, 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna History No change 35,075 1,576 0.52% 0.52% 135 0 0.0% Q2 2026 Jul 21, 2026
Polianta Ltd History No change 35,000 1,573 0.19% 0.19% 136 0 0.0% Q2 2026 Jul 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 33,261 1,495 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 32,879 1,477 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 32,171 1,446 0.02% 0.02% 139 0 0.0% Q2 2026 Jul 28, 2026
HighTower Advisors, LLC History No change 31,040 1,395 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 05, 2026
Verition Fund Management LLC History No change 30,537 1,372 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 30,329 1,363 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 30,191 1,357 0.02% 0.02% 143 0 0.0% Q2 2026 Jul 15, 2026
Capelight Capital Asset Management LP History No change 30,000 1,348 0.65% 0.65% 144 0 0.0% Q2 2026 Jul 14, 2026
Arta Finance Wealth Management LLC History No change 29,219 1,313 0.56% 0.56% 145 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 29,080 1,306 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 28,730 1,291 0.04% 0.04% 147 0 0.0% Q2 2026 Jul 15, 2026
Arkfeld Wealth Strategies, L.L.C. History No change 28,596 1,271 0.38% 0.38% 148 0 0.0% Q2 2026 Jul 10, 2026
Perigon Wealth Management, LLC History No change 27,569 1,239 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 07, 2026
UNICOM Systems, Inc. History No change 27,147 1,220 0.08% 0.08% 150 0 0.0% Q2 2026 Jul 08, 2026
Grove Street Fiduciary, LLC History No change 26,500 1,191 0.5% 0.5% 151 0 0.0% Q2 2026 Jul 23, 2026
Freestone Grove Partners LP History No change 25,205 1,132 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 25,013 1,124 0.0% 0.0% 153 0 0.0% Q2 2026 Sep 23, 2026
Walleye Capital LLC History No change 24,691 1,109 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 03, 2026
Elo Mutual Pension Insurance Co History No change 24,292 1,091 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 13, 2026
INTEGRITY ALLIANCE, LLC. History No change 24,238 1,089 0.03% 0.03% 156 0 0.0% Q2 2026 Jul 31, 2026
Baird Financial Group, Inc. History No change 23,929 1,075 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 22,695 1,020 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Global Advisers, LLC History No change 22,356 1,004 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
Nicholas Wealth, LLC. History No change 22,306 1,002 0.55% 0.55% 160 0 0.0% Q2 2026 Jul 24, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 22,208 998 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 22,180 997 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 22,112 993 0.0% 0.0% 163 0 0.0% Q2 2026 Sep 09, 2026
Private Advisor Group, LLC History No change 22,083 992 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 27, 2026
State of New Jersey Common Pension Fund D History No change 21,769 978 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 04, 2026
PINNACLE ASSOCIATES LTD History No change 21,154 950 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 03, 2026
NATIXIS ADVISORS, LLC History No change 21,006 944 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 20,900 939 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 20,465 919 0.03% 0.03% 169 0 0.0% Q2 2026 Aug 06, 2026
State of Wyoming History No change 20,408 917 0.09% 0.09% 170 0 0.0% Q2 2026 Aug 06, 2026
Symmetry Investments LP History No change 20,000 899 0.06% 0.06% 171 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 19,858 892 0.03% 0.03% 172 0 0.0% Q2 2026 Jul 24, 2026
Pathstone Holdings, LLC History No change 20,571 868 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 18,691 840 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 22, 2026
Fund Advisors of America Inc/FL History No change 18,555 834 0.76% 0.76% 175 0 0.0% Q2 2026 Aug 11, 2026
Arizona State Retirement System History No change 18,217 818 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 07, 2026
Voleon Capital Management LP History No change 18,154 816 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Co of New England, Inc. History No change 18,137 815 0.29% 0.29% 178 0 0.0% Q2 2026 Jul 30, 2026
Green Alpha Advisors, LLC History No change 16,886 759 0.51% 0.51% 179 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Investments Australia, Ltd. History No change 16,857 757 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 16,700 750 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 15,900 714 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 15,734 707 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 15,591 700 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 10, 2026
AlphaCentric Advisors LLC History No change 15,000 674 0.57% 0.57% 185 0 0.0% Q2 2026 Jul 24, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 14,292 642 0.47% 0.47% 186 0 0.0% Q2 2026 Jul 24, 2026
GREENWOOD GEARHART LLC History No change 14,217 639 0.03% 0.03% 187 0 0.0% Q2 2026 Jul 24, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 14,175 637 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 13,723 616 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 17, 2026
Vident Advisory, LLC History No change 13,673 614 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 12, 2026
Nordwand Advisors, LLC History No change 13,575 610 0.09% 0.09% 191 0 0.0% Q2 2026 Aug 07, 2026
Cherry Creek Investment Advisors, Inc. History No change 13,478 605 0.24% 0.24% 192 0 0.0% Q2 2026 Jul 30, 2026
Advisory Services Network, LLC History No change 12,784 574 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 12, 2026
Circle Wealth Management, LLC History No change 12,449 559 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 12, 2026
Leonteq Securities AG History No change 12,420 558 0.02% 0.02% 195 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 12,341 554 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 17, 2026
NORGES BANK History No change 12,340 554 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
OXFORD ASSET MANAGEMENT LLP History No change 12,202 548 0.27% 0.27% 198 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 12,200 548 0.0% 0.0% 199 0 0.0% Q2 2026 Jul 28, 2026
OSSIAM History No change 12,144 545 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 13, 2026
Asset Management One Co., Ltd. History No change 12,070 542 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 28, 2026
Quent Capital, LLC History No change 12,000 539 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 07, 2026
Pictet Asset Management Holding SA History No change 11,573 520 0.0% 0.0% 203 0 0.0% Q2 2026 Jul 30, 2026
MML INVESTORS SERVICES, LLC History No change 11,472 515 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History No change 11,452 514 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 12, 2026
Financial Engines Advisors L.L.C. History No change 11,265 506 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 14, 2026
BlueCrest Capital Management Ltd History No change 10,000 449 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 14, 2026
Concentric Capital Strategies, LP History No change 9,843 442 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 9,586 430 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 9,120 409 0.0% 0.0% 210 0 0.0% Q2 2026 Jul 24, 2026
Tyche Wealth Partners LLC History No change 8,990 404 0.06% 0.06% 211 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History No change 8,887 399 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 8,766 394 0.05% 0.05% 213 0 0.0% Q2 2026 Jul 21, 2026
Havemeyer Place LP History No change 8,777 394 0.04% 0.04% 214 0 0.0% Q2 2026 Aug 13, 2026
TigerOak Management, L.L.C. History No change 8,640 388 0.11% 0.11% 215 0 0.0% Q2 2026 Aug 11, 2026
OP Asset Management Ltd History No change 8,513 382 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 28, 2026
AMERICAN CENTURY COMPANIES INC History No change 8,410 378 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 8,331 374 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 07, 2026
MAI Capital Management History No change 8,236 370 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 8,484 370 0.0% 0.0% 220 0 0.0% Q2 2026 Jul 15, 2026
Mariner, LLC History No change 8,185 368 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
Bayesian Capital Management, LP History No change 8,149 366 0.23% 0.23% 222 0 0.0% Q2 2026 Aug 14, 2026
Werlinich Asset Management, LLC History No change 8,108 364 0.14% 0.14% 223 0 0.0% Q2 2026 Jul 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 8,065 362 0.01% 0.01% 224 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History No change 7,981 359 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 05, 2026
AlphaGrep UK Ltd History No change 7,911 355 0.11% 0.11% 226 0 0.0% Q2 2026 Aug 14, 2026
Lakeshore Financial Planning, Inc. History No change 7,803 350 0.11% 0.11% 227 0 0.0% Q2 2026 Jul 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 7,603 341 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 07, 2026
Somerset Trust Co History No change 7,427 333 0.09% 0.09% 229 0 0.0% Q2 2026 Jul 06, 2026
Addison Capital Co History No change 7,375 331 0.05% 0.05% 230 0 0.0% Q2 2026 Aug 04, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 7,325 329 0.17% 0.17% 231 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 7,308 328 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 7,203 323 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History No change 7,088 318 0.0% 0.0% 234 0 0.0% Q2 2026 Jul 17, 2026
Centiva Capital, LP History No change 7,058 317 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
Palumbo Wealth Management LLC History No change 6,984 313 0.07% 0.07% 236 0 0.0% Q2 2026 Aug 12, 2026
Vestcor Inc History No change 6,926 311 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 6,917 310 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 05, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 6,912 310 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 6,808 306 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 19, 2026
Wealthcare Advisory Partners LLC History No change 6,792 305 0.01% 0.01% 241 0 0.0% Q2 2026 Jul 09, 2026
TD ASSET MANAGEMENT INC History No change 6,572 295 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 04, 2026
West Tower Group, LLC History No change 6,500 292 0.82% 0.82% 243 0 0.0% Q2 2026 Jul 31, 2026
Federation des caisses Desjardins du Quebec History No change 6,503 292 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 13, 2026
Onyx Bridge Wealth Group LLC History No change 6,479 291 0.03% 0.03% 245 0 0.0% Q2 2026 Jul 23, 2026
Savant Capital, LLC History No change 6,168 289 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 10, 2026
Intrepid Financial Planning Group LLC History No change 6,420 288 0.1% 0.1% 247 0 0.0% Q2 2026 Aug 12, 2026
Magnetar Financial LLC History No change 6,177 277 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 6,200 277 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 11, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 6,177 277 0.15% 0.15% 250 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 6,145 276 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 6,150 276 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 6,114 274 0.02% 0.02% 253 0 0.0% Q2 2026 Jul 22, 2026
SBI Securities Co., Ltd. History No change 6,040 271 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 22, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 5,959 267 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
Malaga Cove Capital, LLC History No change 5,943 267 0.09% 0.09% 256 0 0.0% Q2 2026 Jul 23, 2026
Sigma Planning Corp History No change 5,881 264 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 07, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 5,880 264 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 04, 2026
Merit Financial Group, LLC History No change 5,813 261 0.0% 0.0% 259 0 0.0% Q2 2026 Jul 20, 2026
Concurrent Investment Advisors, LLC History No change 5,811 261 0.0% 0.0% 260 0 0.0% Q2 2026 Jul 27, 2026
Advisory Alpha, LLC History No change 5,635 253 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 11, 2026
Osbon Capital Management LLC History No change 5,615 252 0.2% 0.2% 262 0 0.0% Q2 2026 Aug 13, 2026
LBP AM SA History No change 5,616 252 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 24, 2026
Marex Group Ltd History No change 5,564 250 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 5,478 246 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 5,462 245 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,356 241 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Personalized Indexing Management, LLC History No change 5,374 241 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 11, 2026
DB&C Advisors, LLC History No change 5,373 241 0.26% 0.26% 269 0 0.0% Q2 2026 Jul 31, 2026
Midwest Professional Planners, LTD. History No change 5,308 238 0.05% 0.05% 270 0 0.0% Q2 2026 Aug 05, 2026
ZAZOVE ASSOCIATES LLC History No change 55,000 236 0.02% 0.02% 271 0 0.0% Q2 2026 Jul 16, 2026
MACKENZIE FINANCIAL CORP History No change 5,231 235 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 5,250 235 0.02% 0.02% 273 0 0.0% Q2 2026 Jul 28, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,100 229 0.0% 0.0% 274 0 0.0% Q2 2026 Sep 23, 2026
Global Retirement Partners, LLC History No change 5,089 228 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 06, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 5,000 224 0.08% 0.08% 276 0 0.0% Q2 2026 Aug 07, 2026
Eurizon Capital SGR S.p.A. History No change 5,042 224 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 29, 2026
Tannin Capital LLC History No change 4,922 221 0.15% 0.15% 278 0 0.0% Q2 2026 Aug 04, 2026
Lauer Wealth, LLC History No change 5,000 218 0.13% 0.13% 279 0 0.0% Q2 2026 Jul 15, 2026
Ascent Wealth Partners, LLC History No change 4,621 207 0.02% 0.02% 280 0 0.0% Q2 2026 Jul 31, 2026
Swiss Life Asset Management Ltd History No change 4,623 207 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 29, 2026
SlateStone Wealth, LLC History No change 4,514 203 0.02% 0.02% 282 0 0.0% Q2 2026 Jul 20, 2026
Waverly Advisors, LLC History No change 4,498 202 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 4,398 197 0.01% 0.01% 284 0 0.0% Q2 2026 Jul 06, 2026
MCF Advisors LLC History No change 3,564 160 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 12, 2026
Aster Capital Management (DIFC) Ltd History No change 3,546 159 0.03% 0.03% 286 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3,558 159 0.02% 0.02% 287 0 0.0% Q2 2026 Aug 13, 2026
JTC Employer Solutions Trustee Ltd History No change 2,694 121 0.01% 0.01% 288 0 0.0% Q2 2026 Jul 31, 2026
CENTAURUS FINANCIAL, INC. History No change 2,608 117 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 17, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History No change 2,274 102 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 23, 2026
US BANCORP \DE\ History No change 2,213 99 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 12, 2026
Resona Asset Management Co.,Ltd. History No change 2,352 99 0.0% 0.0% 292 0 0.0% Q2 2026 Jul 29, 2026
AdvisorNet Financial, Inc History No change 2,000 89 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 23, 2026
Nykredit A/S History No change 1,984 89 0.0% 0.0% 294 0 0.0% Q2 2026 Sep 08, 2026
Rakuten Securities, Inc. History No change 1,972 88 0.02% 0.02% 295 0 0.0% Q2 2026 Aug 11, 2026
Crewe Advisors LLC History No change 1,900 85 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 23, 2026
Northwest & Ethical Investments L.P. History No change 1,889 79 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 1,752 78 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 06, 2026
KBC Group NV History No change 1,699 76 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,607 72 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,500 67 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 1,512 67 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 11, 2026
VEGA INVESTMENT SOLUTIONS History No change 1,379 61 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,290 57 0.0% 0.0% 304 0 0.0% Q2 2026 Jul 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 1,126 50 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,017 45 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 1,001 44 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 06, 2026
NFSG Corp History No change 1,000 44 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 14, 2026
Pingora Partners LLC History No change 1,000 44 0.03% 0.03% 309 0 0.0% Q2 2026 Aug 14, 2026
WOLFF WIESE MAGANA LLC History No change 800 35 0.02% 0.02% 310 0 0.0% Q2 2026 Jul 13, 2026
Strategic Advocates LLC History No change 700 31 0.12% 0.12% 311 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 688 30 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 14, 2026
SRH ADVISORS, LLC History No change 650 29 0.01% 0.01% 313 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 639 28 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 579 26 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 11, 2026
ALLIANZ SE History No change 572 25 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 536 24 0.0% 0.0% 317 0 0.0% Q2 2026 Sep 04, 2026
Pacer Advisors, Inc. History No change 540 24 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History No change 553 24 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 04, 2026
Financial Management Professionals, Inc. History No change 508 22 0.0% 0.0% 320 0 0.0% Q2 2026 Jul 09, 2026
Strategic Investment Solutions, Inc. /IL History No change 500 22 0.01% 0.01% 321 0 0.0% Q2 2026 Jul 08, 2026
HUNTINGTON NATIONAL BANK History No change 470 21 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 433 19 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 419 18 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 379 17 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 561 17 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History No change 396 17 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 05, 2026
N.E.W. Advisory Services LLC History No change 381 17 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 06, 2026
Nemes Rush Group LLC History No change 396 17 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 376 16 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 335 15 0.0% 0.0% 331 0 0.0% Q2 2026 Jul 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 313 14 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 328 14 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 06, 2026
Rossby Financial, LCC History No change 300 13 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 04, 2026
AMERIFLEX GROUP, INC. History No change 308 13 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 13, 2026
ADIRONDACK TRUST CO History No change 254 11 0.0% 0.0% 336 0 0.0% Q2 2026 Jul 16, 2026
FINANCIAL CONSULATE, INC History No change 250 11 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 23, 2026
IMG Wealth Management, Inc. History No change 239 10 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 07, 2026
Centerpoint Advisors, LLC History No change 200 9 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF VERMONT History No change 200 8 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 07, 2026
IFS Advisors, LLC History No change 182 8 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Trust, LLC History No change 173 7 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 06, 2026
Y.D. More Investments Ltd History No change 167 7 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 05, 2026
West Financial Advisors, LLC History No change 150 6 0.0% 0.0% 344 0 0.0% Q2 2026 Jul 08, 2026
City State Bank History No change 135 6 0.0% 0.0% 345 0 0.0% Q2 2026 Jul 14, 2026
Gen-Wealth Partners Inc History No change 148 6 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 10, 2026
Highland Investment Advisors LLC History No change 145 6 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 13, 2026
BARRETT & COMPANY, INC. History No change 125 5 0.0% 0.0% 348 0 0.0% Q2 2026 Jul 24, 2026
ASSETMARK, INC History No change 127 5 0.0% 0.0% 349 0 0.0% Q2 2026 Jul 30, 2026
Atlantic Edge Private Wealth Management, LLC History No change 125 5 0.0% 0.0% 350 0 0.0% Q2 2026 Jul 23, 2026
Rialto Wealth Management, LLC History No change 120 5 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 11, 2026
EASTERN BANK History No change 100 4 0.0% 0.0% 352 0 0.0% Q3 2026 Oct 05, 2026
Hurley Capital, LLC History No change 100 4 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 100 4 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 13, 2026
Luminist Capital LLC History No change 97 4 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 07, 2026
Concord Wealth Partners History No change 104 4 0.0% 0.0% 356 0 0.0% Q2 2026 Jul 27, 2026
Ameritas Advisory Services, LLC History No change 100 4 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 100 4 0.0% 0.0% 358 0 0.0% Q2 2026 Jul 27, 2026
Fairscale Capital, LLC History No change 101 4 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 07, 2026
Murphy & Mullick Capital Management Corp History No change 100 4 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 14, 2026
Harborfront Financial Group LLC History No change 100 4 0.02% 0.02% 361 0 0.0% Q2 2026 Aug 07, 2026
NBH Bank History No change 102 4 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History No change 70 3 0.0% 0.0% 363 0 0.0% Q2 2026 Jul 20, 2026
Cassaday & Co Wealth Management LLC History No change 67 3 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 10, 2026
STANCE CAPITAL LLC History No change 88 3 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 60 2 0.0% 0.0% 366 0 0.0% Q2 2026 Jul 21, 2026
BESSEMER GROUP INC History No change 40 2 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 12, 2026
Legacy Bridge, LLC History No change 50 2 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 55 2 0.0% 0.0% 369 0 0.0% Q2 2026 Jul 13, 2026
Key FInancial Inc History No change 50 2 0.0% 0.0% 370 0 0.0% Q2 2026 Jul 24, 2026
Fortitude Family Office, LLC History No change 60 2 0.0% 0.0% 371 0 0.0% Q2 2026 Jul 20, 2026
Investors Portfolio Services LLC History No change 50 2 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 49 2 0.0% 0.0% 373 0 0.0% Q2 2026 Jul 15, 2026
Meramec Financial Planners, LLC History No change 50 2 0.0% 0.0% 374 0 0.0% Q2 2026 Jul 28, 2026
Forum Finance Group S.A. History No change 50 2 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 14, 2026
PlanVest Financial, Inc History No change 50 2 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 10, 2026
Essential Partners LLC History No change 62 2 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 10, 2026
HAZLETT, BURT & WATSON, INC. History No change 20 1 0.0% 0.0% 378 0 0.0% Q2 2026 Jul 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 28 1 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds Capital Management, LLC History No change 25 1 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 23, 2026
Bogart Wealth, LLC History No change 44 1 0.0% 0.0% 381 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Wealth Planning Services, Inc. History No change 33 1 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 07, 2026
Triumph Capital Management History No change 25 1 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 20, 2026
Versant Capital Management, Inc History No change 40 1 0.0% 0.0% 384 0 0.0% Q3 2026 Oct 01, 2026
CX Institutional History No change 25 1 0.0% 0.0% 385 0 0.0% Q3 2026 Oct 02, 2026
Core Capital Management & Research, inc. History No change 32 1 0.0% 0.0% 386 0 0.0% Q2 2026 Sep 09, 2026
Avion Wealth History No change 23 1 0.0% 0.0% 387 0 0.0% Q2 2026 Jul 31, 2026
Lloyd Advisory Services, LLC. History No change 41 1 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 07, 2026
SWAN Capital LLC History No change 40 1 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 13, 2026
Financial Perspectives, Inc History No change 40 1 0.0% 0.0% 390 0 0.0% Q2 2026 Jul 24, 2026
Bear Mountain Capital, Inc. History No change 29 1 0.0% 0.0% 391 0 0.0% Q2 2026 Jul 20, 2026
GAMMA Investing LLC History No change 34 1 0.0% 0.0% 392 0 0.0% Q2 2026 Jul 07, 2026
Ascentis Wealth Management, LLC History No change 32 1 0.0% 0.0% 393 0 0.0% Q2 2026 Jul 30, 2026
Kilter Group LLC History No change 29 1 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 11, 2026
Bullock Wealth Management Group History No change 40 1 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 19, 2026
Strive Financial Group ,LLC History No change 32 1 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 26 1 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 13, 2026
Central Pacific Bank - Trust Division History Closed out 0 0 — 0.02% — -5,074 -100.0% Q3 2026 Oct 05, 2026
Investors Research Corp History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2026 Oct 07, 2026
BARD ASSOCIATES INC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Clean Yield Group History No change 20 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
JFS WEALTH ADVISORS, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Capital Advisors, Ltd. LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Stone House Investment Management, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Truvestments Capital LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Bay Harbor Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
CVA Family Office, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Davis Capital Management History No change 3 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Planning Group LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Addison Advisors LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Brooklyn FI, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Creative Capital Management Investments LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
True Wealth Design, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Smartleaf Asset Management LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Seneschal Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Key Capital Management, INC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Benson Wealth Management INC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 12, 2026