TOMPKINS FINANCIAL CORP - TMP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 2,049,724 | 193,739 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 1,207,855 | 114,166 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 1,104,591 | 106,316 | 7.49% | 7.39% | 3 | -12,728 | -1.14% | Q3 2026 | Oct 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 767,435 | 72,537 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 607,495 | 57,419 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 570,388 | 53,913 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 412,614 | 39,000 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 370,542 | 35,028 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 166,711 | 15,757 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 146,925 | 13,887 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 138,848 | 13,123 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 129,450 | 12,235 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 121,234 | 11,459 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 117,942 | 11,147 | 3.0% | 3.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 97,778 | 9,241 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 94,400 | 8,922 | 0.2% | 0.2% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 90,725 | 8,575 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 84,593 | 7,995 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | No change | 75,057 | 7,094 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 67,932 | 6,420 | 0.78% | 0.78% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 61,193 | 5,783 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 59,931 | 5,664 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 59,626 | 5,635 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 55,253 | 5,222 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 49,109 | 4,641 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 47,373 | 4,477 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 43,346 | 4,097 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 41,371 | 3,910 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,056 | 3,770 | 0.01% | 0.0% | 29 | +11,677 | 42.65% | Q3 2026 | Oct 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 36,400 | 3,441 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rhino Investment Partners, Inc | History | No change | 36,042 | 3,406 | 1.03% | 1.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 33,131 | 3,131 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RHUMBLINE ADVISERS | History | No change | 32,797 | 3,099 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 32,574 | 3,078 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 31,524 | 2,979 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 29,238 | 2,764 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 27,703 | 2,618 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 26,851 | 2,584 | 0.05% | 0.04% | 38 | -104 | -0.39% | Q3 2026 | Oct 13, 2026 |
| Cardinal Capital Management | History | No change | 25,088 | 2,371 | 0.29% | 0.29% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 24,865 | 2,350 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 24,674 | 2,332 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 24,600 | 2,325 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 24,423 | 2,286 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 23,899 | 2,258 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 23,439 | 2,215 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 21,233 | 2,006 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 19,765 | 1,868 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 18,530 | 1,751 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 18,443 | 1,743 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 17,977 | 1,699 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 17,511 | 1,655 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 17,451 | 1,649 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 15,861 | 1,499 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 15,490 | 1,464 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 15,106 | 1,427 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,860 | 1,408 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,524 | 1,372 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 13,380 | 1,264 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 13,000 | 1,215 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 12,801 | 1,210 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITIGROUP INC | History | No change | 12,716 | 1,201 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 12,612 | 1,192 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,961 | 1,130 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,964 | 1,108 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rise Advisors, LLC | History | No change | 11,631 | 1,099 | 0.31% | 0.31% | 65 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 11,410 | 1,078 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 11,373 | 1,072 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | No change | 11,100 | 1,068 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,495 | 991 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 10,323 | 975 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 9,631 | 910 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,608 | 908 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,300 | 879 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 9,235 | 872 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 9,107 | 860 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,008 | 851 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,992 | 850 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waldron Private Wealth LLC | History | No change | 8,841 | 835 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | No change | 8,479 | 801 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,360 | 790 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 8,099 | 765 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,050 | 760 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,034 | 759 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,823 | 739 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,454 | 704 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,371 | 696 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 7,330 | 692 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 7,289 | 688 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALPS ADVISORS INC | History | No change | 6,781 | 640 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 6,498 | 614 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 6,468 | 611 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,328 | 598 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 6,309 | 595 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 6,142 | 580 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 6,025 | 569 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 5,944 | 561 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 5,530 | 522 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | No change | 5,512 | 520 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 5,500 | 519 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STRS OHIO | History | No change | 5,400 | 510 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 5,230 | 494 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horizon Investments, LLC | History | No change | 9,302 | 487 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,152 | 486 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 5,132 | 485 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 5,105 | 482 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Services, Inc. | History | No change | 5,095 | 481 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,860 | 459 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 4,827 | 456 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 4,824 | 455 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 4,762 | 450 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,751 | 449 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TritonPoint Partners, LLC | History | No change | 4,758 | 449 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,717 | 445 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 4,665 | 440 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 4,511 | 426 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,464 | 421 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 4,466 | 421 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 4,231 | 399 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,215 | 398 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOURNE LENT ASSET MANAGEMENT INC | History | No change | 4,184 | 395 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,103 | 387 | 0.09% | 0.09% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 4,003 | 378 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 3,968 | 375 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sterling Capital Management LLC | History | No change | 3,818 | 360 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LVW Advisors, LLC | History | No change | 3,781 | 357 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 3,634 | 349 | 0.01% | 0.01% | 126 | +632 | 21.05% | Q3 2026 | Oct 13, 2026 |
| Heritage Investment Group, Inc. | History | No change | 3,629 | 343 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 3,600 | 340 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 3,464 | 327 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURNS J W & CO INC/NY | History | No change | 3,455 | 326 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMALGAMATED BANK | History | No change | 3,431 | 324 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 3,389 | 320 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | No change | 3,382 | 319 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 3,362 | 317 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 3,238 | 306 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,163 | 299 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,138 | 296 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 2,995 | 283 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 3,001 | 283 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Community Bank, N.A. | History | No change | 3,000 | 283 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 2,904 | 274 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 2,873 | 271 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cross Staff Investments Inc | History | No change | 2,840 | 268 | 0.15% | 0.15% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,736 | 258 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 2,740 | 258 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 2,709 | 256 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,598 | 245 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,600 | 245 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 2,577 | 243 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 2,494 | 235 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ESL Trust Services, LLC | History | No change | 2,461 | 232 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,316 | 217 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,227 | 210 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,193 | 207 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,155 | 203 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | No change | 2,138 | 202 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,673 | 158 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,471 | 139 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,414 | 133 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,391 | 131 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 1,254 | 120 | 0.0% | 0.0% | 161 | +14 | 1.13% | Q3 2026 | Oct 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,252 | 118 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,238 | 117 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 1,199 | 113 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EASTERN BANK | History | No change | 1,168 | 112 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| US BANCORP \DE\ | History | No change | 1,142 | 107 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,017 | 96 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aquatic Capital Management LLC | History | No change | 925 | 87 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 716 | 67 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 654 | 62 | 0.01% | 0.01% | 170 | +20 | 3.15% | Q3 2026 | Oct 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 475 | 45 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 440 | 41 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 374 | 35 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 369 | 34 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 347 | 32 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARD ASSOCIATES INC | History | No change | 300 | 28 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 305 | 28 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 285 | 26 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 263 | 24 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 234 | 22 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 222 | 21 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 213 | 20 | 0.0% | 0.0% | 182 | +137 | 180.26% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 165 | 15 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 150 | 14 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 147 | 13 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 147 | 13 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOKF, NA | History | No change | 125 | 11 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 125 | 11 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 88 | 8 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NBT BANK, N.A. | History | No change | 95 | 8 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 91 | 8 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 82 | 7 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 70 | 6 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quarry LP | History | No change | 67 | 6 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 69 | 6 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 56 | 5 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Financial Management LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 46 | 4 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 48 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| GK Wealth Management LLC | History | New | 33 | 3 | 0.0% | — | 206 | +33 | New | Q3 2026 | Oct 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 41 | 3 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| True Wealth Design, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 30 | 2 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 28 | 2 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | No change | 16 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bare Financial Services, Inc | History | No change | 11 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |