PRICE T ROWE GROUP INC - TROW

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 23,996,119 2,728,118 0.04% 0.04% 1 0 0.0% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 14,653,478 1,665,953 0.05% 0.05% 2 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 13,972,686 1,588,554 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 10,042,805 1,141,766 0.05% 0.05% 4 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 8,452,903 961,010 0.08% 0.08% 5 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 7,163,538 814,422 0.11% 0.11% 6 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 6,263,829 709,860 0.04% 0.04% 7 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 4,116,868 468,047 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 3,955,664 449,719 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 14, 2026
FAYEZ SAROFIM & CO History No change 3,923,459 446,058 1.05% 1.05% 10 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 3,902,311 443,653 0.26% 0.26% 11 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 3,194,434 363,175 0.04% 0.04% 12 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,150,561 358,187 0.07% 0.07% 13 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 2,953,508 335,784 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,429,949 252,845 0.05% 0.05% 15 +89,085 3.81% Q3 2026 Nov 04, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,659,147 188,628 0.08% 0.08% 16 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 1,610,788 183,130 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 1,583,069 179,979 0.15% 0.15% 18 0 0.0% Q2 2026 Sep 02, 2026
Squarepoint Ops LLC History No change 1,529,520 173,891 0.19% 0.19% 19 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,500,329 170,572 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 1,419,061 161,335 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 1,481,846 154,186 0.05% 0.05% 22 +107,068 7.79% Q3 2026 Nov 04, 2026
ProShare Advisors LLC History Reduced 1,478,141 153,800 0.22% 0.28% 23 -201,863 -12.02% Q3 2026 Oct 28, 2026
Bank of New York Mellon Corp History Reduced 1,450,304 150,904 0.02% 0.03% 24 -27,256 -1.84% Q3 2026 Nov 05, 2026
PROVIDENT TRUST CO History Reduced 1,374,259 142,991 4.45% 4.91% 25 -687,094 -33.33% Q3 2026 Oct 29, 2026
HSBC HOLDINGS PLC History No change 1,244,942 141,616 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,202,107 136,667 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,172,914 134,158 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 12, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 1,166,762 132,649 0.19% 0.19% 29 0 0.0% Q2 2026 Aug 14, 2026
L.K. Benson & Company, P.C. History No change 1,203,485 125,222 37.19% 41.27% 30 0 0.0% Q3 2026 Oct 23, 2026
BANK OF MONTREAL /CAN/ History No change 985,728 112,067 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 982,685 111,721 0.03% 0.03% 32 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History Added to 1,011,805 105,278 0.54% 0.57% 33 +111,086 12.33% Q3 2026 Oct 23, 2026
Amundi History No change 900,175 102,338 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 851,396 96,795 0.14% 0.14% 35 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 845,480 96,123 0.08% 0.08% 36 0 0.0% Q2 2026 Aug 12, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 894,846 93,108 1.56% 1.66% 37 -41,563 -4.44% Q3 2026 Oct 01, 2026
FRANKLIN RESOURCES INC History No change 806,778 91,722 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 746,490 84,868 0.01% 0.01% 39 0 0.0% Q2 2026 Sep 02, 2026
BNP Paribas Asset Management Holding S.A. History No change 726,111 82,551 0.08% 0.08% 40 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 720,779 81,945 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 717,517 81,574 0.06% 0.06% 42 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 678,572 77,146 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 511,009 75,632 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 664,734 75,573 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 643,326 73,139 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
National Pension Service History No change 619,524 70,433 0.05% 0.05% 47 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 618,600 70,328 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 654,000 68,048 0.42% 0.28% 49 +244,900 59.86% Q3 2026 Oct 28, 2026
PFA Pension, Forsikringsaktieselskab History No change 588,318 66,885 0.17% 0.17% 50 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 599,719 62,402 0.03% 0.04% 51 +18,366 3.16% Q3 2026 Nov 04, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 548,738 62,386 0.21% 0.21% 52 0 0.0% Q2 2026 Aug 14, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 579,975 60,346 12.36% 13.36% 53 -350 -0.06% Q3 2026 Oct 23, 2026
BROWN ADVISORY INC History No change 530,003 60,256 0.09% 0.09% 54 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 508,844 57,725 0.09% 0.09% 55 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History Added to 549,995 57,226 0.1% 0.1% 56 +14,590 2.73% Q3 2026 Oct 21, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 548,282 57,048 0.03% 0.04% 57 -58,481 -9.64% Q3 2026 Oct 29, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 476,599 54,184 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 476,218 54,141 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 466,944 53,086 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History No change 463,512 52,696 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 503,617 52,401 0.03% 0.03% 62 +83,129 19.77% Q3 2026 Nov 02, 2026
Vest Financial, LLC History Reduced 500,633 52,090 0.55% 0.65% 63 -48,011 -8.75% Q3 2026 Oct 21, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 455,463 51,781 0.11% 0.11% 64 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 452,313 51,423 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 07, 2026
Freestone Grove Partners LP History No change 442,445 50,301 0.32% 0.32% 66 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 440,692 50,102 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 436,967 49,678 0.04% 0.04% 68 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 436,685 49,646 0.03% 0.03% 69 0 0.0% Q2 2026 Aug 14, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 411,196 46,748 1.34% 1.34% 70 0 0.0% Q2 2026 Aug 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 398,340 45,287 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 24, 2026
Fisher Asset Management, LLC History No change 396,780 45,109 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 04, 2026
ANCHYRA PARTNERS LLC History Reduced 428,727 44,609 9.36% 12.4% 73 -25,346 -5.58% Q3 2026 Oct 13, 2026
JANE STREET GROUP, LLC History No change 356,973 40,584 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 349,603 39,746 0.19% 0.19% 75 0 0.0% Q2 2026 Aug 03, 2026
Jump Financial, LLC History No change 347,362 39,491 0.32% 0.32% 76 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 341,341 38,807 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 332,405 37,791 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 362,828 37,752 0.19% 0.21% 79 +1,021 0.28% Q3 2026 Oct 15, 2026
Russell Investments Group, Ltd. History No change 320,482 36,562 0.03% 0.03% 80 0 0.0% Q2 2026 Aug 06, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 310,340 35,282 0.08% 0.08% 81 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 309,510 35,189 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 302,391 34,378 0.05% 0.05% 83 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 331,675 33,757 0.05% 0.04% 84 +116,419 54.08% Q3 2026 Oct 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 292,049 33,203 0.06% 0.06% 85 0 0.0% Q2 2026 Aug 11, 2026
MARKEL GROUP INC. History No change 314,000 32,671 0.25% 0.27% 86 0 0.0% Q3 2026 Oct 30, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 303,955 31,626 0.55% 0.6% 87 -17,497 -5.44% Q3 2026 Oct 13, 2026
ALPS ADVISORS INC History Added to 297,039 30,906 0.14% 0.15% 88 +8,708 3.02% Q3 2026 Nov 02, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 268,679 30,546 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 13, 2026
CHILTON INVESTMENT CO INC. History No change 267,963 30,464 0.73% 0.73% 90 0 0.0% Q2 2026 Aug 14, 2026
Fideuram Asset Management (Ireland) dac History Added to 261,894 30,293 0.66% 0.29% 91 +105,723 67.7% Q3 2026 Oct 29, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 265,808 30,219 0.13% 0.13% 92 0 0.0% Q2 2026 Aug 14, 2026
ARGA Investment Management, LP History Reduced 288,749 30,044 0.76% 0.91% 93 -26,344 -8.36% Q3 2026 Oct 30, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 278,348 28,962 0.05% 0.04% 94 +33,315 13.6% Q3 2026 Oct 28, 2026
RAYMOND JAMES FINANCIAL INC History No change 252,982 28,761 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 249,094 28,319 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 248,553 28,258 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 248,440 28,245 0.04% 0.04% 98 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 308,349 27,794 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 243,228 27,652 0.01% 0.01% 100 0 0.0% Q2 2026 Sep 23, 2026
SG Americas Securities, LLC History No change 240,844 27,382 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 07, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 230,663 26,224 0.06% 0.06% 102 0 0.0% Q2 2026 Aug 06, 2026
Achmea Investment Management B.V. History Reduced 250,199 26,053 0.21% 0.77% 103 -20,040 -7.42% Q3 2026 Oct 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 248,670 25,874 0.03% 0.04% 104 -3,256 -1.29% Q3 2026 Nov 02, 2026
Aberdeen Group plc History No change 225,976 25,691 0.04% 0.04% 105 0 0.0% Q2 2026 Jul 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 222,729 25,322 0.02% 0.02% 106 0 0.0% Q2 2026 Sep 09, 2026
Arbejdsmarkedets Tillaegspension History Reduced 241,000 25,076 0.64% 0.65% 107 -23,454 -8.87% Q3 2026 Oct 30, 2026
AVIVA PLC History No change 219,532 24,958 0.04% 0.04% 108 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 234,412 24,390 0.01% 0.01% 109 -17,607 -6.99% Q3 2026 Nov 02, 2026
MACKENZIE FINANCIAL CORP History Added to 233,639 24,310 0.03% 0.02% 110 +15,562 7.14% Q3 2026 Nov 02, 2026
Pictet Asset Management Holding SA History Added to 229,387 23,868 0.02% 0.02% 111 +22,409 10.83% Q3 2026 Nov 03, 2026
DekaBank Deutsche Girozentrale History Added to 225,109 23,560 0.03% 0.02% 112 +125,391 125.75% Q3 2026 Oct 27, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 198,752 22,596 0.04% 0.04% 113 0 0.0% Q2 2026 Aug 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 194,432 22,104 0.1% 0.1% 114 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 189,043 21,492 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 188,590 21,440 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 186,521 21,226 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 10, 2026
GUGGENHEIM CAPITAL LLC History No change 176,670 20,085 0.13% 0.13% 118 0 0.0% Q2 2026 Aug 12, 2026
Swiss Life Asset Management Ltd History Reduced 191,684 19,944 0.09% 0.3% 119 -440,791 -69.69% Q3 2026 Nov 03, 2026
Envestnet Portfolio Solutions, Inc. History No change 174,047 19,787 0.09% 0.09% 120 0 0.0% Q2 2026 Sep 23, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 168,537 19,160 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
Chevy Chase Trust Holdings, LLC History No change 167,840 19,081 0.05% 0.05% 122 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 167,714 19,067 0.04% 0.04% 123 0 0.0% Q2 2026 Aug 05, 2026
LBP AM SA History No change 167,593 19,053 0.19% 0.19% 124 0 0.0% Q2 2026 Jul 24, 2026
GABELLI FUNDS LLC History No change 161,600 18,372 0.12% 0.12% 125 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 175,570 18,268 0.03% 0.04% 126 -7,364 -4.03% Q3 2026 Oct 22, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 160,010 18,191 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 14, 2026
Mediolanum International Funds Ltd History No change 155,025 17,731 0.15% 0.15% 128 0 0.0% Q2 2026 Jul 23, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 155,075 17,633 0.03% 0.03% 129 0 0.0% Q2 2026 Aug 06, 2026
Fidelity National Financial, Inc. History No change 148,000 16,826 0.53% 0.53% 130 0 0.0% Q2 2026 Aug 07, 2026
PINEBRIDGE INVESTMENTS LLC History No change 147,125 16,726 0.14% 0.14% 131 0 0.0% Q2 2026 Aug 13, 2026
MUFG Securities EMEA plc History No change 143,045 16,262 0.17% 0.17% 132 0 0.0% Q2 2026 Aug 12, 2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund History No change 141,400 16,075 0.29% 0.29% 133 0 0.0% Q2 2026 Aug 05, 2026
KLP KAPITALFORVALTNING AS History No change 139,316 15,838 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 12, 2026
Illinois Municipal Retirement Fund History Added to 151,102 15,722 0.18% 0.19% 135 +3,324 2.25% Q3 2026 Nov 05, 2026
ASR Vermogensbeheer N.V. History Added to 151,049 15,716 0.16% 0.17% 136 +5,182 3.55% Q3 2026 Oct 16, 2026
Assenagon Asset Management S.A. History Added to 150,810 15,691 0.02% 0.01% 137 +56,831 60.47% Q3 2026 Oct 15, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 135,085 15,357 0.07% 0.07% 138 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 133,329 15,158 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 131,789 14,983 0.02% 0.02% 140 0 0.0% Q2 2026 Jul 29, 2026
APG Asset Management N.V. History No change 148,755 14,792 0.04% 0.04% 141 0 0.0% Q2 2026 Aug 12, 2026
DANSKE BANK A/S History No change 128,704 14,632 0.03% 0.03% 142 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 128,271 14,583 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 27, 2026
Neuberger Berman Group LLC History No change 127,230 14,464 0.01% 0.01% 144 0 0.0% Q2 2026 Oct 27, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 136,155 14,166 0.21% 0.32% 145 -50,721 -27.14% Q3 2026 Oct 13, 2026
BLAIR WILLIAM & CO/IL History No change 122,440 13,920 0.04% 0.04% 146 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 120,235 13,691 0.06% 0.06% 147 0 0.0% Q2 2026 Aug 14, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Reduced 129,190 13,442 0.89% 1.0% 148 -2,361 -1.79% Q3 2026 Oct 09, 2026
Moran Wealth Management, LLC History Added to 127,441 13,260 0.36% 0.39% 149 +2,796 2.24% Q3 2026 Oct 22, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 116,199 13,210 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 14, 2026
Sienna Gestion History No change 110,989 12,836 0.75% 0.75% 151 0 0.0% Q2 2026 Aug 13, 2026
Capricorn Fund Managers Ltd History Reduced 122,550 12,751 1.2% 1.39% 152 -32,750 -21.09% Q3 2026 Nov 03, 2026
Vanguard Investments Australia, Ltd. History No change 111,485 12,674 0.03% 0.03% 153 0 0.0% Q2 2026 Aug 13, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 108,681 12,355 0.56% 0.56% 154 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 107,778 12,253 0.04% 0.04% 155 0 0.0% Q2 2026 Aug 04, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 107,009 12,165 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 13, 2026
CREDIT AGRICOLE S A History No change 104,191 11,845 0.02% 0.02% 157 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 101,800 11,573 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 110,607 11,508 0.04% 0.04% 159 -2,798 -2.47% Q3 2026 Nov 04, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 110,404 11,488 0.33% 0.39% 160 -14,287 -11.46% Q3 2026 Oct 29, 2026
Ensign Peak Advisors, Inc History No change 101,048 11,488 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 100,509 11,426 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 99,976 11,366 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 17, 2026
Korea Investment CORP History No change 99,770 11,342 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 11, 2026
Boston Trust Walden Corp History Reduced 107,259 11,160 0.09% 0.1% 165 -2,785 -2.53% Q3 2026 Oct 30, 2026
Asset Management One Co., Ltd. History Added to 106,701 11,102 0.03% 0.03% 166 +9,336 9.59% Q3 2026 Oct 27, 2026
BARR E S & CO History No change 97,473 11,081 0.62% 0.62% 167 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 96,716 10,995 0.05% 0.05% 168 0 0.0% Q2 2026 Aug 13, 2026
Quinn Opportunity Partners LLC History No change 95,098 10,811 0.5% 0.5% 169 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 94,731 10,769 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 94,637 10,759 0.07% 0.07% 171 0 0.0% Q2 2026 Aug 12, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 93,052 10,579 0.05% 0.05% 172 0 0.0% Q2 2026 Aug 13, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 92,609 10,528 0.03% 0.03% 173 0 0.0% Q2 2026 Aug 12, 2026
Williams Jones Wealth Management, LLC. History Reduced 98,228 10,220 0.11% 0.13% 174 -3,141 -3.1% Q3 2026 Nov 05, 2026
Erste Asset Management GmbH History No change 89,200 10,202 0.08% 0.08% 175 0 0.0% Q2 2026 Jul 28, 2026
Treasurer of the State of North Carolina History No change 89,714 10,200 0.03% 0.03% 176 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 86,637 9,849 0.03% 0.03% 177 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 86,381 9,820 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 14, 2026
Resona Asset Management Co.,Ltd. History No change 85,615 9,757 0.05% 0.05% 179 0 0.0% Q2 2026 Jul 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 84,999 9,670 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 14, 2026
Lafayette Investments, Inc. History No change 84,377 9,592 1.77% 1.77% 181 0 0.0% Q2 2026 Aug 11, 2026
Windle Wealth, LLC History No change 83,864 9,534 3.83% 3.83% 182 0 0.0% Q2 2026 Jul 30, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 83,813 9,528 0.27% 0.27% 183 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 82,448 9,372 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History No change 82,397 9,367 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 04, 2026
OSAIC HOLDINGS, INC. History No change 82,018 9,334 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 14, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 81,977 9,319 0.37% 0.37% 187 0 0.0% Q2 2026 Aug 18, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Reduced 86,010 8,949 0.05% 0.05% 188 -8,167 -8.67% Q3 2026 Oct 15, 2026
Cornerstone Advisory, LLC History No change 78,711 8,948 0.74% 0.74% 189 0 0.0% Q2 2026 Jul 29, 2026
TCTC Holdings, LLC History Reduced 85,944 8,942 0.21% 0.26% 190 -147 -0.17% Q3 2026 Nov 02, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 83,394 8,674 1.01% 1.07% 191 +1,366 1.67% Q3 2026 Oct 26, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 83,294 8,666 0.02% 0.03% 192 -1,469 -1.73% Q3 2026 Oct 20, 2026
KINTRA WEALTH, LLC History No change 77,486 8,624 0.45% 0.45% 193 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 75,585 8,593 0.02% 0.02% 194 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS History No change 74,477 8,467 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 74,224 8,438 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 74,113 8,425 0.13% 0.13% 197 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 73,550 8,361 0.18% 0.18% 198 0 0.0% Q2 2026 Aug 13, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 80,279 8,353 0.2% 0.22% 199 -8,041 -9.1% Q3 2026 Oct 29, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 71,336 8,110 0.07% 0.07% 200 0 0.0% Q2 2026 Sep 23, 2026
Cardinal Capital Management History Added to 77,933 8,108 0.94% 1.01% 201 +4,883 6.68% Q3 2026 Oct 21, 2026
OLD NATIONAL BANCORP /IN/ History Added to 77,411 8,054 0.16% 0.17% 202 +494 0.64% Q3 2026 Oct 20, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 76,789 7,989 0.09% 0.11% 203 -5,863 -7.09% Q3 2026 Oct 22, 2026
Man Group plc History No change 70,255 7,987 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 69,443 7,894 0.03% 0.03% 205 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 68,673 7,807 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 07, 2026
Walleye Capital LLC History No change 68,155 7,748 0.03% 0.03% 207 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 67,554 7,680 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 13, 2026
Interval Partners, LP History No change 67,183 7,638 0.2% 0.2% 209 0 0.0% Q2 2026 Aug 14, 2026
Robeco Institutional Asset Management B.V. History Added to 73,312 7,628 0.01% 0.01% 210 +3,480 4.98% Q3 2026 Oct 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 66,645 7,576 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 19, 2026
Wealthfront Advisers LLC History No change 66,575 7,568 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 07, 2026
Nykredit A/S History No change 66,483 7,558 0.03% 0.03% 213 0 0.0% Q2 2026 Sep 08, 2026
FIFTH THIRD BANCORP History Reduced 72,209 7,513 0.01% 0.01% 214 -3,748 -4.93% Q3 2026 Nov 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 65,786 7,479 0.06% 0.06% 215 0 0.0% Q2 2026 Aug 11, 2026
VAN ECK ASSOCIATES CORP History No change 65,738 7,473 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 65,356 7,430 0.03% 0.03% 217 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 64,138 7,291 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 12, 2026
KBC Group NV History Added to 70,058 7,290 0.02% 0.02% 219 +5,391 8.34% Q3 2026 Oct 22, 2026
Cresset Asset Management, LLC History No change 64,035 7,280 0.03% 0.03% 220 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 63,997 7,276 0.07% 0.07% 221 0 0.0% Q2 2026 Jul 24, 2026
Rafferty Asset Management, LLC History No change 62,415 7,095 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History Reduced 68,130 7,088 0.02% 0.03% 223 -903 -1.31% Q3 2026 Nov 05, 2026
Keystone Financial Planning, Inc. History Reduced 66,572 6,926 1.71% 1.97% 224 -705 -1.05% Q3 2026 Oct 08, 2026
Pathstone Holdings, LLC History No change 58,752 6,691 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 58,793 6,684 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 14, 2026
Mn Services Vermogensbeheer B.V. History No change 63,483 6,605 0.05% 0.05% 227 0 0.0% Q3 2026 Oct 08, 2026
Eurizon Capital SGR S.p.A. History No change 57,992 6,596 0.02% 0.02% 228 0 0.0% Q2 2026 Jul 29, 2026
ExodusPoint Capital Management, LP History No change 56,960 6,475 0.04% 0.04% 229 0 0.0% Q2 2026 Aug 14, 2026
Czech National Bank History Added to 61,291 6,377 0.03% 0.04% 230 +302 0.5% Q3 2026 Oct 13, 2026
DF DENT & CO INC History No change 55,390 6,297 0.12% 0.12% 231 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 57,050 6,291 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 14, 2026
Investment Management Corp of Ontario History No change 55,328 6,290 0.08% 0.08% 233 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History Reduced 58,519 6,088 0.03% 0.04% 234 -3,871 -6.2% Q3 2026 Nov 03, 2026
D.A. DAVIDSON & CO. History Added to 57,906 6,025 0.03% 0.04% 235 +1,132 1.99% Q3 2026 Oct 27, 2026
Federation des caisses Desjardins du Quebec History No change 52,966 6,021 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 13, 2026
Howard Capital Management, LLC History Added to 57,528 5,985 0.07% 0.02% 237 +39,598 220.85% Q3 2026 Oct 15, 2026
CIBC Asset Management Inc History Reduced 57,433 5,975 0.01% 0.01% 238 -149 -0.26% Q3 2026 Nov 05, 2026
Ruffer LLP History No change 52,270 5,935 0.21% 0.21% 239 0 0.0% Q2 2026 Jul 30, 2026
Quantbot Technologies LP History No change 52,097 5,922 0.23% 0.23% 240 0 0.0% Q2 2026 Aug 12, 2026
BW Gestao de Investimentos Ltda. History No change 51,586 5,864 0.12% 0.12% 241 0 0.0% Q2 2026 Aug 14, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 56,113 5,838 0.03% 0.03% 242 -1,200 -2.09% Q3 2026 Oct 27, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 55,856 5,811 0.49% 0.59% 243 -7,693 -12.11% Q3 2026 Oct 13, 2026
Martin Capital Partners, LLC History Reduced 55,766 5,802 2.08% 2.34% 244 -321 -0.57% Q3 2026 Oct 07, 2026
DnB Asset Management AS History No change 50,439 5,734 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 11, 2026
Kerusso Capital Management LLC History Added to 54,222 5,641 1.84% 2.04% 246 +5,060 10.29% Q3 2026 Oct 27, 2026
US BANCORP \DE\ History Added to 54,200 5,639 0.01% 0.01% 247 +1,865 3.56% Q3 2026 Nov 05, 2026
Swedbank AB History Added to 53,763 5,594 0.0% 0.01% 248 +116 0.22% Q3 2026 Oct 27, 2026
CIBC WORLD MARKET INC. History No change 49,108 5,583 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 48,956 5,565 0.03% 0.03% 250 0 0.0% Q2 2026 Aug 13, 2026
SEB Asset Management AB History Added to 53,021 5,516 0.02% 0.02% 251 +5,207 10.89% Q3 2026 Nov 04, 2026
Taylor Hoffman Capital Management LLC History No change 48,515 5,515 1.34% 1.34% 252 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 48,437 5,506 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 12, 2026
AIMZ Investment Advisors, LLC History No change 48,258 5,486 1.51% 1.51% 254 0 0.0% Q2 2026 Aug 13, 2026
Kinloch Capital, LLC History No change 46,798 5,320 1.94% 1.94% 255 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 46,557 5,293 0.19% 0.19% 256 0 0.0% Q2 2026 Jul 21, 2026
WESTPAC BANKING CORP History No change 46,329 5,267 0.32% 0.32% 257 0 0.0% Q2 2026 Aug 12, 2026
Robertson Stephens Wealth Management, LLC History Added to 50,613 5,266 0.13% 0.14% 258 +16 0.03% Q3 2026 Oct 16, 2026
Engineers Gate Manager LP History No change 46,279 5,261 0.07% 0.07% 259 0 0.0% Q2 2026 Aug 14, 2026
IFM Investors Pty Ltd History Reduced 50,441 5,248 0.03% 0.04% 260 -119 -0.24% Q3 2026 Oct 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 50,092 5,212 0.04% 0.04% 261 +2,458 5.16% Q3 2026 Oct 22, 2026
PARK CIRCLE Co History No change 44,041 5,007 4.27% 4.27% 262 0 0.0% Q2 2026 Aug 13, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 47,301 4,921 0.28% 0.3% 263 +928 2.0% Q3 2026 Oct 09, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 47,129 4,903 0.02% 0.03% 264 -197 -0.42% Q3 2026 Nov 03, 2026
XPONANCE LLC History Added to 46,920 4,882 0.03% 0.03% 265 +5,504 13.29% Q3 2026 Nov 03, 2026
COMMERCE BANK History No change 42,809 4,866 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 42,425 4,823 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 12, 2026
Sky Investment Group LLC History Added to 45,909 4,776 0.51% 0.79% 268 +1,903 4.32% Q3 2026 Oct 30, 2026
Retirement Systems of Alabama History Reduced 44,733 4,654 0.01% 0.02% 269 -279 -0.62% Q3 2026 Nov 04, 2026
Kestra Advisory Services, LLC History Added to 44,581 4,638 0.01% 0.02% 270 +1,952 4.58% Q3 2026 Nov 02, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 40,648 4,621 0.61% 0.61% 271 0 0.0% Q2 2026 Aug 14, 2026
OMERS ADMINISTRATION Corp History No change 40,505 4,605 0.03% 0.03% 272 0 0.0% Q2 2026 Aug 13, 2026
SVB WEALTH LLC History No change 40,142 4,563 0.29% 0.29% 273 0 0.0% Q2 2026 Jul 17, 2026
Alphadyne Asset Management LP History No change 39,976 4,544 0.04% 0.04% 274 0 0.0% Q2 2026 Aug 14, 2026
NewSquare Capital LLC History No change 39,873 4,533 0.34% 0.34% 275 0 0.0% Q2 2026 Jul 28, 2026
Thrive Capital Management, LLC History Reduced 42,917 4,465 0.8% 0.92% 276 -243 -0.56% Q3 2026 Oct 28, 2026
PensionDanmark Pensionsforsikringsaktieselskab History Added to 42,571 4,429 0.04% 0.04% 277 +5,200 13.91% Q3 2026 Oct 19, 2026
PDT Partners, LLC History No change 38,600 4,388 0.23% 0.23% 278 0 0.0% Q2 2026 Aug 14, 2026
Vestcor Inc History No change 38,567 4,385 0.11% 0.11% 279 0 0.0% Q2 2026 Aug 11, 2026
Walleye Trading LLC History No change 38,359 4,361 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 03, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 41,833 4,352 0.11% 0.12% 281 -90 -0.21% Q3 2026 Oct 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 41,511 4,319 0.01% 0.01% 282 +10,967 35.91% Q3 2026 Nov 02, 2026
Arnhold LLC History No change 41,366 4,304 0.31% 0.33% 283 0 0.0% Q3 2026 Oct 26, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 37,154 4,224 0.04% 0.04% 284 0 0.0% Q2 2026 Aug 10, 2026
Candriam S.C.A. History Reduced 40,249 4,203 0.02% 0.02% 285 -384 -0.95% Q3 2026 Nov 03, 2026
1834 INVESTMENT ADVISORS CO History Added to 40,051 4,167 0.47% 0.5% 286 +1,081 2.77% Q3 2026 Oct 16, 2026
Fulcrum Asset Management LLP History Added to 39,834 4,163 0.19% 0.27% 287 +16,564 71.18% Q3 2026 Nov 04, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 36,217 4,117 0.75% 0.75% 288 0 0.0% Q2 2026 Jul 23, 2026
AMALGAMATED BANK History Reduced 39,521 4,112 0.03% 0.03% 289 -914 -2.26% Q3 2026 Oct 23, 2026
Daiwa Securities Group Inc. History Added to 39,401 4,099 0.01% 0.01% 290 +419 1.07% Q3 2026 Oct 29, 2026
NEOS Investment Management LLC History Added to 38,904 4,047 0.01% 0.01% 291 +3,655 10.37% Q3 2026 Nov 04, 2026
PYA Waltman Capital, LLC History No change 35,516 4,037 0.96% 0.96% 292 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Investment Management, Inc. History Added to 38,350 4,007 0.01% 0.01% 293 +3,112 8.83% Q3 2026 Oct 30, 2026
Gotham Asset Management, LLC History No change 34,857 3,962 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 34,812 3,957 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 13, 2026
Elo Mutual Pension Insurance Co History No change 34,614 3,935 0.05% 0.05% 296 0 0.0% Q2 2026 Aug 13, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 37,771 3,930 0.03% 0.03% 297 -5,002 -11.69% Q3 2026 Oct 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 34,500 3,922 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 13, 2026
Asset Advisors Investment Management, LLC History No change 37,395 3,890 0.34% 0.39% 299 0 0.0% Q3 2026 Oct 19, 2026
New Age Alpha Advisors, LLC History No change 33,970 3,862 0.16% 0.16% 300 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 33,109 3,764 0.13% 0.13% 301 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 32,923 3,743 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 14, 2026
R.H. Dinel Investment Counsel, Inc. History Reduced 35,725 3,717 2.63% 3.3% 303 -2,125 -5.61% Q3 2026 Oct 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 32,630 3,709 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 32,421 3,686 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 32,281 3,670 0.09% 0.09% 306 0 0.0% Q2 2026 Aug 12, 2026
Utah Retirement Systems History No change 31,976 3,635 0.03% 0.03% 307 0 0.0% Q2 2026 Aug 14, 2026
JENSEN INVESTMENT MANAGEMENT INC History No change 31,950 3,632 0.09% 0.09% 308 0 0.0% Q2 2026 Aug 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 31,548 3,586 0.03% 0.03% 309 0 0.0% Q2 2026 Jul 23, 2026
Frank, Rimerman Advisors LLC History Reduced 34,278 3,566 0.2% 0.22% 310 -170 -0.49% Q3 2026 Oct 16, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 31,274 3,555 0.02% 0.02% 311 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History Added to 33,853 3,522 0.01% 0.01% 312 +10,001 41.93% Q3 2026 Nov 03, 2026
Peak Retirement Planning, Inc. History No change 30,933 3,516 0.56% 0.56% 313 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 29,797 3,387 0.02% 0.02% 314 0 0.0% Q2 2026 Aug 10, 2026
Aquatic Capital Management LLC History No change 29,725 3,379 0.12% 0.12% 315 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 29,600 3,365 0.03% 0.03% 316 0 0.0% Q2 2026 Aug 12, 2026
Steigerwald, Gordon & Koch Inc. History No change 29,017 3,298 0.33% 0.33% 317 0 0.0% Q2 2026 Jul 22, 2026
NBT BANK, N.A. History Reduced 31,534 3,281 0.22% 0.25% 318 -1,978 -5.9% Q3 2026 Oct 21, 2026
Kintegral Advisory, LLC History Added to 31,534 3,281 0.26% 0.29% 319 +178 0.57% Q3 2026 Oct 16, 2026
Anchor Investment Management, LLC History No change 28,853 3,280 0.25% 0.25% 320 0 0.0% Q2 2026 Sep 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 28,431 3,232 0.03% 0.03% 321 0 0.0% Q2 2026 Aug 14, 2026
Zurich Insurance Group Ltd/FI History No change 28,100 3,194 0.02% 0.02% 322 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 27,961 3,178 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 12, 2026
Poehling Capital Management, INC. History Added to 30,454 3,168 0.65% 0.73% 324 +566 1.89% Q3 2026 Oct 20, 2026
OPPENHEIMER & CO INC History Reduced 30,333 3,156 0.03% 0.04% 325 -107 -0.35% Q3 2026 Oct 26, 2026
D. E. Shaw & Co., Inc. History No change 27,600 3,137 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History Added to 30,166 3,134 0.04% 0.01% 327 +26,856 811.36% Q3 2026 Nov 04, 2026
Handelsbanken Fonder AB History No change 27,275 3,101 0.01% 0.01% 328 0 0.0% Q2 2026 Jul 10, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 29,621 3,082 0.02% 0.02% 329 -181 -0.61% Q3 2026 Nov 04, 2026
Kennondale Capital Management LLC History No change 27,039 3,074 2.05% 2.05% 330 0 0.0% Q2 2026 Aug 10, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Reduced 29,383 3,057 0.09% 0.26% 332 -48,183 -62.12% Q3 2026 Oct 22, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 29,381 3,057 0.14% 0.16% 331 -1,000 -3.29% Q3 2026 Oct 26, 2026
Jain Global LLC History No change 26,796 3,046 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 14, 2026
Leelyn Smith, LLC History Added to 29,037 3,021 0.33% 0.4% 334 +350 1.22% Q3 2026 Nov 03, 2026
Impax Asset Management Group plc History No change 26,457 3,007 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 11, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 28,831 2,999 0.02% 0.02% 336 +58 0.2% Q3 2026 Oct 20, 2026
Hedeker Wealth, LLC History Reduced 28,777 2,994 0.55% 0.63% 337 -79 -0.27% Q3 2026 Oct 23, 2026
Twin Tree Management, LP History No change 26,292 2,989 0.06% 0.06% 338 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Counsel, Inc History Reduced 28,716 2,987 0.32% 0.6% 339 -20,228 -41.33% Q3 2026 Oct 20, 2026
Jupiter Topco LLC History No change 26,180 2,975 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 14, 2026
ALKEME WEALTH, LLC History No change 28,400 2,955 1.11% 1.23% 341 0 0.0% Q3 2026 Oct 07, 2026
Vise Technologies, Inc. History Reduced 27,625 2,874 0.02% 0.05% 342 -7,454 -21.25% Q3 2026 Oct 28, 2026
Focus Partners Wealth History No change 24,997 2,842 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 24,959 2,837 0.04% 0.04% 344 0 0.0% Q2 2026 Aug 10, 2026
UniSuper Management Pty Ltd History Added to 27,139 2,823 0.01% 0.01% 345 +7,000 34.76% Q3 2026 Oct 26, 2026
SummitTX Capital, L.P. History No change 24,345 2,767 0.07% 0.07% 346 0 0.0% Q2 2026 Aug 14, 2026
L. Roy Papp & Associates, LLP History Reduced 26,581 2,765 0.28% 0.33% 347 -915 -3.33% Q3 2026 Oct 21, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 24,211 2,752 1.13% 1.13% 348 0 0.0% Q2 2026 Sep 18, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 23,853 2,739 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 26,262 2,732 0.03% 0.03% 350 -100 -0.38% Q3 2026 Oct 29, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 26,154 2,721 0.27% 0.29% 351 -232 -0.88% Q3 2026 Oct 08, 2026
Cherry Tree Wealth Management, LLC History Reduced 26,042 2,709 0.51% 0.6% 352 -2,096 -7.45% Q3 2026 Oct 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 23,366 2,656 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 12, 2026
RiverFront Investment Group, LLC History No change 23,286 2,647 0.03% 0.03% 354 0 0.0% Q2 2026 Jul 29, 2026
Concurrent Investment Advisors, LLC History Added to 25,152 2,617 0.02% 0.0% 355 +21,420 573.95% Q3 2026 Oct 16, 2026
HENNESSY ADVISORS INC History No change 24,800 2,580 0.1% 0.09% 356 0 0.0% Q3 2026 Oct 28, 2026
Mutual Advisors, LLC History No change 22,681 2,578 0.05% 0.05% 357 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History Added to 24,672 2,567 0.03% 0.02% 358 +6,862 38.53% Q3 2026 Oct 15, 2026
Carolina Wealth Advisors, LLC History Added to 24,533 2,552 0.97% 1.06% 359 +823 3.47% Q3 2026 Oct 23, 2026
Farther Finance Advisors, LLC History Added to 24,518 2,551 0.02% 0.01% 360 +11,133 83.18% Q3 2026 Oct 08, 2026
OP Asset Management Ltd History No change 24,154 2,513 0.02% 0.03% 361 0 0.0% Q3 2026 Nov 05, 2026
Archford Capital Strategies, LLC History Added to 24,136 2,511 0.25% 0.07% 362 +18,476 326.43% Q3 2026 Oct 19, 2026
Columbia Asset Management History Added to 23,952 2,492 0.43% 0.44% 364 +1,922 8.72% Q3 2026 Oct 19, 2026
Johnson Financial Group, Inc. History No change 21,922 2,492 0.08% 0.08% 363 0 0.0% Q2 2026 Aug 10, 2026
ALERUS FINANCIAL NA History No change 21,683 2,465 0.11% 0.11% 365 0 0.0% Q2 2026 Aug 13, 2026
LMR Partners LLP History No change 21,474 2,441 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 14, 2026
Kestra Investment Management, LLC History Reduced 23,306 2,424 0.05% 0.05% 367 -451 -1.9% Q3 2026 Nov 04, 2026
Commonwealth Retirement Investments LLC History Added to 23,263 2,420 0.65% 0.71% 368 +385 1.68% Q3 2026 Oct 26, 2026
Sigma Planning Corp History Added to 22,654 2,357 0.06% 0.06% 369 +425 1.91% Q3 2026 Oct 23, 2026
Summit Trail Advisors, LLC History No change 20,707 2,354 0.03% 0.03% 370 0 0.0% Q2 2026 Aug 11, 2026
PRAIRIE ADVISORY, LLC History Added to 22,610 2,352 0.27% 0.3% 371 +11,277 99.51% Q3 2026 Oct 19, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 22,537 2,344 0.06% 0.06% 372 +369 1.66% Q3 2026 Oct 22, 2026
Ethic Inc. History Added to 22,489 2,339 0.03% 0.03% 373 +2,861 14.58% Q3 2026 Nov 03, 2026
iA Global Asset Management Inc. History Added to 22,242 2,314 0.03% 0.03% 374 +1,739 8.48% Q3 2026 Oct 29, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 21,795 2,267 0.02% 0.02% 375 -252 -1.14% Q3 2026 Oct 23, 2026
Bragg Financial Advisors, Inc History No change 19,516 2,218 0.06% 0.06% 376 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 19,503 2,217 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 10, 2026
ALLSTATE CORP History No change 19,293 2,193 0.02% 0.02% 378 0 0.0% Q2 2026 Aug 13, 2026
Verdence Capital Advisors LLC History Added to 20,708 2,154 0.09% 0.1% 379 +3,683 21.63% Q3 2026 Oct 26, 2026
Integrated Wealth Concepts LLC History No change 18,855 2,143 0.01% 0.01% 380 0 0.0% Q2 2026 Sep 08, 2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD History No change 18,714 2,127 0.33% 0.33% 381 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History Added to 20,425 2,125 0.01% 0.01% 382 +5,271 34.78% Q3 2026 Oct 26, 2026
Horizon Investments, LLC History No change 18,681 2,123 0.02% 0.02% 383 0 0.0% Q2 2026 Aug 13, 2026
Inlet Private Wealth, LLC History Reduced 20,400 2,122 0.51% 0.58% 384 -700 -3.32% Q3 2026 Oct 21, 2026
TRUIST FINANCIAL CORP History Added to 20,230 2,104 0.0% 0.0% 385 +518 2.63% Q3 2026 Oct 30, 2026
State of Alaska, Department of Revenue History Reduced 20,210 2,102 0.02% 0.02% 386 -785 -3.74% Q3 2026 Oct 15, 2026
Pacer Advisors, Inc. History No change 18,401 2,092 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 13, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 20,098 2,091 0.02% 0.01% 388 +7,697 62.07% Q3 2026 Oct 13, 2026
Entropy Technologies, LP History No change 18,352 2,086 0.08% 0.08% 389 0 0.0% Q2 2026 Aug 13, 2026
Impact Partnership Wealth, LLC History No change 17,996 2,045 0.2% 0.2% 390 0 0.0% Q2 2026 Jul 29, 2026
Atlantic Union Bankshares Corp History No change 17,907 2,035 0.03% 0.03% 391 0 0.0% Q2 2026 Aug 11, 2026
Virtus Investment Advisers, LLC History No change 17,780 2,021 0.47% 0.47% 392 0 0.0% Q2 2026 Aug 11, 2026
MACQUARIE GROUP LTD History No change 17,614 2,002 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 19,112 1,988 0.03% 0.03% 394 +487 2.61% Q3 2026 Nov 03, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 17,414 1,980 0.01% 0.01% 395 0 0.0% Q2 2026 Aug 12, 2026
ASSOCIATED BANC-CORP History Reduced 19,028 1,979 0.05% 0.06% 396 -2,597 -12.01% Q3 2026 Oct 30, 2026
MSH Capital Advisors LLC History Reduced 18,956 1,972 0.31% 0.38% 397 -491 -2.52% Q3 2026 Nov 02, 2026
Sequoia Financial Advisors, LLC History No change 17,284 1,964 0.01% 0.01% 398 0 0.0% Q2 2026 Jul 17, 2026
Morningstar Investment Management LLC History No change 21,771 1,962 0.12% 0.12% 399 0 0.0% Q2 2026 Jul 21, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 18,717 1,947 0.17% 0.2% 400 -13 -0.07% Q3 2026 Oct 13, 2026
Robinson Value Management, Ltd. History Reduced 18,710 1,946 1.07% 1.19% 401 -874 -4.46% Q3 2026 Oct 20, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 18,682 1,943 0.01% 0.0% 402 +10,414 125.96% Q3 2026 Oct 28, 2026
Unison Advisors LLC History Added to 18,639 1,939 0.14% 0.15% 403 +201 1.09% Q3 2026 Oct 28, 2026
Weiss Asset Management LP History No change 17,050 1,938 0.02% 0.02% 404 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History No change 17,046 1,937 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History Added to 18,231 1,929 0.0% 0.0% 406 +1,898 11.62% Q3 2026 Nov 04, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 18,505 1,925 0.18% 0.1% 407 +9,783 112.16% Q3 2026 Oct 14, 2026
Trajan Wealth LLC History No change 16,932 1,925 0.07% 0.07% 408 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 16,890 1,920 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 13, 2026
Northwest & Ethical Investments L.P. History No change 16,816 1,911 0.04% 0.04% 410 0 0.0% Q2 2026 Aug 13, 2026
Stokes Family Office, LLC History No change 16,776 1,907 0.22% 0.22% 411 0 0.0% Q2 2026 Aug 11, 2026
PEAK6 LLC History No change 16,700 1,898 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 12, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 17,944 1,867 0.01% 0.01% 413 +5,266 41.54% Q3 2026 Oct 21, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 16,234 1,845 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
INCEPTIONR LLC History No change 16,226 1,844 0.45% 0.45% 415 0 0.0% Q2 2026 Aug 10, 2026
GHE, LLC History No change 16,197 1,841 0.69% 0.69% 416 0 0.0% Q2 2026 Jul 30, 2026
PRUDENTIAL PLC History No change 16,064 1,826 0.01% 0.01% 417 0 0.0% Q2 2026 Aug 13, 2026
Kesler, Norman & Wride, LLC History No change 15,914 1,809 0.29% 0.29% 418 0 0.0% Q2 2026 Jul 23, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 15,918 1,809 0.12% 0.12% 419 0 0.0% Q2 2026 Aug 14, 2026
Donoghue Forlines LLC History Added to 17,307 1,800 0.45% 0.48% 420 +1,046 6.43% Q3 2026 Nov 02, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 15,800 1,796 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 17, 2026
Orion Porfolio Solutions, LLC History No change 15,662 1,780 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 17,099 1,779 0.03% 0.02% 423 +3,523 25.95% Q3 2026 Nov 05, 2026
Roundview Capital LLC History No change 15,636 1,777 0.1% 0.1% 424 0 0.0% Q2 2026 Jul 30, 2026
Ridgewood Investments LLC History Reduced 16,768 1,744 0.64% 0.84% 425 -2,938 -14.91% Q3 2026 Oct 05, 2026
Gulf International Bank (UK) Ltd History No change 16,668 1,734 0.03% 0.04% 426 0 0.0% Q3 2026 Oct 20, 2026
Saudi Central Bank History No change 15,233 1,731 0.02% 0.02% 427 0 0.0% Q2 2026 Jul 30, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 15,206 1,728 0.8% 0.8% 428 0 0.0% Q2 2026 Sep 18, 2026
Ironwood Investment Counsel, LLC History No change 15,138 1,721 0.23% 0.23% 429 0 0.0% Q2 2026 Aug 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 14,990 1,704 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 14, 2026
Aviance Capital Partners, LLC History Added to 16,207 1,686 0.17% 0.19% 431 +62 0.38% Q3 2026 Oct 28, 2026
Insight Advisors, LLC/ PA History Reduced 16,166 1,682 0.3% 0.32% 432 -15 -0.09% Q3 2026 Oct 22, 2026
NORTHEAST INVESTMENT MANAGEMENT History Reduced 16,160 1,681 0.06% 0.07% 433 -1,403 -7.99% Q3 2026 Oct 30, 2026
TWIN CAPITAL MANAGEMENT INC History No change 14,685 1,669 0.18% 0.18% 434 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 14,668 1,667 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 13, 2026
Measured Risk Portfolios, Inc. History Reduced 15,935 1,658 1.77% 1.63% 436 -210 -1.3% Q3 2026 Oct 21, 2026
Coppell Advisory Solutions LLC History No change 42 1,644 0.14% 0.14% 437 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 14,322 1,628 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 14, 2026
Confluence Wealth Services, Inc. History Reduced 15,611 1,624 0.04% 0.07% 439 -4,670 -23.03% Q3 2026 Nov 05, 2026
Norinchukin Bank, The History No change 14,258 1,620 0.02% 0.02% 440 0 0.0% Q2 2026 Aug 14, 2026
Oak Asset Management, LLC History Reduced 15,558 1,618 0.51% 0.58% 441 -180 -1.14% Q3 2026 Oct 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 14,219 1,616 0.04% 0.04% 442 0 0.0% Q2 2026 Jul 17, 2026
Greenspring Advisors, LLC History Added to 15,474 1,610 0.07% 0.1% 443 +19 0.12% Q3 2026 Nov 05, 2026
Simmons Bank History No change 14,113 1,604 0.09% 0.09% 444 0 0.0% Q2 2026 Jul 31, 2026
Drucker Wealth 3.0, LLC History No change 14,045 1,596 0.25% 0.25% 445 0 0.0% Q2 2026 Jul 13, 2026
Metis Global Partners, LLC History No change 14,009 1,592 0.04% 0.04% 446 0 0.0% Q2 2026 Aug 10, 2026
ALLEN WEALTH MANAGEMENT, LLC History Reduced 15,183 1,579 0.77% 0.93% 447 -1,596 -9.51% Q3 2026 Oct 29, 2026
Kentucky Retirement Systems History No change 13,652 1,552 0.04% 0.04% 448 0 0.0% Q2 2026 Aug 14, 2026
Siemens Fonds Invest GmbH History No change 13,585 1,544 0.08% 0.08% 449 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 13,440 1,527 0.01% 0.01% 450 0 0.0% Q2 2026 Jul 23, 2026
Edgestream Partners, L.P. History No change 13,437 1,527 0.05% 0.05% 451 0 0.0% Q2 2026 Aug 11, 2026
Manske Wealth Management History Reduced 14,653 1,524 0.36% 0.41% 452 -15 -0.1% Q3 2026 Oct 26, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 13,231 1,504 0.1% 0.1% 453 0 0.0% Q2 2026 Aug 05, 2026
Matrix Trust Co History Added to 14,405 1,499 0.22% 0.22% 454 +909 6.74% Q3 2026 Oct 07, 2026
Canada Post Corp Registered Pension Plan History No change 13,103 1,489 0.05% 0.05% 455 0 0.0% Q2 2026 Jul 15, 2026
WBI INVESTMENTS, LLC History Reduced 14,306 1,488 0.39% 0.48% 456 -2,755 -16.15% Q3 2026 Nov 05, 2026
Lantz Financial LLC History Reduced 14,277 1,485 0.27% 0.31% 457 -853 -5.64% Q3 2026 Oct 15, 2026
Lido Advisors, LLC History Added to 14,251 1,482 0.0% 0.0% 458 +4,604 47.72% Q3 2026 Nov 04, 2026
McKinney Capital Management, LLC History No change 12,983 1,476 0.58% 0.58% 459 0 0.0% Q2 2026 Aug 05, 2026
FOSTER & MOTLEY INC History No change 12,877 1,464 0.07% 0.07% 460 0 0.0% Q2 2026 Aug 07, 2026
PINNACLE ASSOCIATES LTD History Reduced 14,060 1,462 0.02% 0.02% 461 -817 -5.49% Q3 2026 Oct 20, 2026
Atom Investors LP History No change 12,843 1,460 0.13% 0.13% 462 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 12,735 1,447 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 12,664 1,439 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 12,637 1,436 0.01% 0.01% 465 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 12,626 1,435 0.01% 0.01% 466 0 0.0% Q2 2026 Jul 27, 2026
Argent Advisors, Inc. History No change 12,533 1,424 0.36% 0.36% 467 0 0.0% Q2 2026 Aug 05, 2026
Barton Investment Management History Reduced 13,640 1,419 0.18% 0.22% 468 -400 -2.85% Q3 2026 Oct 27, 2026
Split Creek LLC DBA Split Creek Capital LLC History No change 13,559 1,410 1.33% 1.42% 469 0 0.0% Q3 2026 Nov 02, 2026
Woodline Partners LP History No change 12,392 1,408 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History Added to 13,508 1,405 0.02% 0.02% 471 +2,329 20.83% Q3 2026 Nov 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 13,436 1,398 0.06% 0.1% 472 -5,228 -28.01% Q3 2026 Nov 04, 2026
Headlands Technologies LLC History No change 12,188 1,385 0.15% 0.15% 473 0 0.0% Q2 2026 Aug 12, 2026
Carnegie Investment Counsel History No change 13,248 1,378 0.03% 0.03% 474 0 0.0% Q3 2026 Oct 20, 2026
SIGNATUREFD, LLC History Added to 13,104 1,363 0.02% 0.02% 475 +2,520 23.81% Q3 2026 Oct 23, 2026
Vident Advisory, LLC History No change 11,957 1,359 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 11,938 1,357 0.04% 0.04% 477 0 0.0% Q2 2026 Aug 13, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 12,952 1,347 0.01% 0.01% 478 -348 -2.62% Q3 2026 Oct 30, 2026
RBO & CO LLC History No change 11,843 1,346 0.21% 0.21% 479 0 0.0% Q2 2026 Aug 13, 2026
Live Oak Private Wealth LLC History Added to 12,916 1,343 0.16% 0.15% 480 +2,514 24.17% Q3 2026 Nov 02, 2026
Burford Brothers, Inc. History New 12,848 1,336 0.49% — 481 +12,848 New Q3 2026 Oct 21, 2026
Steward Partners Investment Advisory, LLC History No change 11,713 1,331 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 13, 2026
Arvest Bank Trust Division History No change 11,705 1,330 0.06% 0.06% 483 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 11,545 1,312 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 17, 2026
AXQ CAPITAL, LP History No change 11,529 1,310 0.14% 0.14% 485 0 0.0% Q2 2026 Aug 06, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 12,456 1,296 0.04% 0.04% 487 -655 -5.0% Q3 2026 Oct 13, 2026
BOKF, NA History Reduced 12,463 1,296 0.02% 0.02% 486 -277 -2.17% Q3 2026 Oct 27, 2026
Merit Financial Group, LLC History No change 11,383 1,294 0.01% 0.01% 488 0 0.0% Q2 2026 Jul 20, 2026
Argent Trust Co History No change 11,361 1,291 0.04% 0.04% 489 0 0.0% Q2 2026 Aug 06, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 11,221 1,275 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 13, 2026
Brindle & Bay Financial Advisors, LLC History Added to 12,210 1,270 0.47% 0.53% 491 +2,962 32.03% Q3 2026 Oct 15, 2026
Hamrick Investment Counsel, llc History No change 11,089 1,260 0.84% 0.84% 492 0 0.0% Q2 2026 Aug 13, 2026
ROCKLAND TRUST CO History Added to 11,975 1,245 0.05% 0.05% 493 +630 5.55% Q3 2026 Oct 05, 2026
CHOREO, LLC History Added to 11,948 1,243 0.01% 0.01% 494 +3,921 48.85% Q3 2026 Oct 28, 2026
Frec Markets, Inc. History No change 10,920 1,241 0.11% 0.11% 495 0 0.0% Q2 2026 Aug 13, 2026
Heck Capital Advisors, LLC History New 11,920 1,240 0.07% — 496 +11,920 New Q3 2026 Oct 14, 2026
New England Research & Management, Inc. History New 11,895 1,237 0.48% — 497 +11,895 New Q3 2026 Oct 16, 2026
FIRST NATIONAL TRUST CO History Added to 11,677 1,214 0.04% 0.04% 498 +279 2.45% Q3 2026 Oct 28, 2026
MOKAN Wealth Management Inc. History No change 10,661 1,211 0.46% 0.46% 499 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Financial Partners, Inc. History No change 10,626 1,208 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 14, 2026
Mork Capital Management, LLC History No change 10,610 1,206 0.77% 0.77% 501 0 0.0% Q2 2026 Aug 14, 2026
Elyxium Wealth, LLC History Added to 11,504 1,196 0.12% 0.14% 502 +7 0.06% Q3 2026 Oct 27, 2026
Sterling Capital Management LLC History Added to 11,479 1,194 0.02% 0.01% 503 +4,102 55.61% Q3 2026 Oct 22, 2026
PROMETHIUM ADVISORS,LLC History Reduced 11,483 1,194 0.59% 0.63% 504 -90 -0.78% Q3 2026 Oct 19, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 11,473 1,193 0.03% 0.04% 505 -283 -2.41% Q3 2026 Nov 04, 2026
Lynx Investment Advisory History Added to 11,448 1,191 0.39% 0.19% 507 +6,221 119.02% Q3 2026 Oct 27, 2026
MIZUHO SECURITIES USA LLC History No change 13,215 1,191 0.03% 0.03% 506 0 0.0% Q2 2026 Jul 24, 2026
Strategic Investment Advisors / MI History No change 10,462 1,189 0.07% 0.07% 508 0 0.0% Q2 2026 Aug 14, 2026
Redwood Investment Management, LLC History No change 10,383 1,180 0.12% 0.12% 509 0 0.0% Q2 2026 Aug 14, 2026
Basepoint Wealth LLC History No change 10,385 1,180 0.68% 0.68% 510 0 0.0% Q2 2026 Aug 10, 2026
Walser Wealth Management Company, A Ltd Liability Co History Added to 11,316 1,177 0.47% 0.45% 511 +1,814 19.09% Q3 2026 Oct 15, 2026
Tempus Wealth Planning, LLC History New 11,250 1,170 0.22% — 512 +11,250 New Q3 2026 Oct 14, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 11,175 1,162 0.06% 0.07% 513 0 0.0% Q3 2026 Oct 13, 2026
Centennial Wealth Advisory LLC History Added to 11,110 1,156 0.24% 0.27% 514 +279 2.58% Q3 2026 Oct 16, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 10,090 1,147 0.11% 0.11% 515 0 0.0% Q2 2026 Jul 29, 2026
V-Square Quantitative Management LLC History Added to 11,015 1,146 0.11% 0.11% 516 +520 4.95% Q3 2026 Oct 15, 2026
BEACON INVESTMENT ADVISORS LLC History No change 10,073 1,145 0.36% 0.36% 517 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 11,003 1,144 0.08% 0.05% 518 +4,466 68.32% Q3 2026 Oct 13, 2026
Caprock Group, LLC History No change 9,991 1,135 0.02% 0.02% 519 0 0.0% Q2 2026 Jul 27, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 10,887 1,133 0.03% 0.03% 520 0 0.0% Q3 2026 Nov 05, 2026
Savant Capital, LLC History No change 10,965 1,131 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 10, 2026
Andrews Advisory Associates, LLC History Reduced 10,862 1,130 0.53% 0.64% 522 -866 -7.38% Q3 2026 Oct 15, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 9,939 1,129 0.59% 0.59% 523 0 0.0% Q2 2026 Jul 29, 2026
Verity Asset Management, Inc. History Reduced 10,775 1,121 0.43% 0.47% 524 -188 -1.71% Q3 2026 Oct 30, 2026
OSSIAM History No change 9,772 1,110 0.01% 0.01% 525 0 0.0% Q2 2026 Aug 13, 2026
Union Heritage Capital, LLC History No change 9,731 1,106 0.37% 0.37% 526 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History Added to 10,601 1,103 0.02% 0.01% 527 +7,119 204.45% Q3 2026 Nov 04, 2026
QUADRANT CAPITAL GROUP LLC History Added to 10,849 1,099 0.03% 0.03% 528 +127 1.18% Q3 2026 Oct 20, 2026
Louisiana State Employees Retirement System History Reduced 10,500 1,092 0.02% 0.02% 529 -400 -3.67% Q3 2026 Oct 20, 2026
LOWE BROCKENBROUGH & CO INC History No change 9,584 1,089 0.05% 0.05% 530 0 0.0% Q2 2026 Aug 03, 2026
XTX Topco Ltd History No change 9,555 1,086 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 14, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History New 10,383 1,080 0.04% — 532 +10,383 New Q3 2026 Oct 26, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 10,348 1,076 0.05% 0.02% 533 +7,095 218.11% Q3 2026 Oct 28, 2026
Havemeyer Place LP History No change 9,467 1,076 0.11% 0.11% 534 0 0.0% Q2 2026 Aug 13, 2026
CULLEN INVESTMENT GROUP, LTD. History Reduced 10,298 1,070 0.12% 0.14% 535 -214 -2.04% Q3 2026 Oct 13, 2026
TCM Advisors, LLC History No change 9,418 1,070 0.08% 0.08% 536 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 10,250 1,066 0.24% 0.3% 537 -1,470 -12.54% Q3 2026 Oct 16, 2026
CAXTON ASSOCIATES LLP History No change 9,346 1,062 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 14, 2026
Blackhawk Capital Partners, LLC History No change 9,327 1,060 0.35% 0.35% 539 0 0.0% Q2 2026 Jul 20, 2026
Hills Bank & Trust Co History No change 9,317 1,059 0.05% 0.05% 540 0 0.0% Q2 2026 Aug 10, 2026
Thoma Capital Management LLC History Reduced 10,156 1,056 0.55% 0.62% 541 -152 -1.47% Q3 2026 Oct 19, 2026
STONERIDGE INVESTMENT PARTNERS LLC History No change 9,331 1,043 0.68% 0.68% 542 0 0.0% Q2 2026 Aug 06, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 10,008 1,041 0.24% 0.27% 543 +54 0.54% Q3 2026 Oct 27, 2026
Carnegie Lake Advisors LLC History Reduced 312 1,040 0.38% 0.42% 544 -9,688 -96.88% Q3 2026 Nov 03, 2026
Wealthspire Advisors, LLC History No change 9,146 1,039 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 11, 2026
Belpointe Asset Management LLC History No change 9,040 1,027 0.03% 0.03% 546 0 0.0% Q2 2026 Jul 31, 2026
Icon Wealth Advisors, LLC History No change 9,036 1,027 0.06% 0.06% 547 0 0.0% Q2 2026 Aug 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 9,000 1,023 0.1% 0.1% 548 0 0.0% Q2 2026 Jul 28, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 8,883 1,009 0.01% 0.01% 549 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 9,627 1,001 0.02% 0.02% 550 -208 -2.11% Q3 2026 Oct 13, 2026
Crossmark Global Holdings, Inc. History Reduced 9,593 998 0.01% 0.02% 551 -3,145 -24.69% Q3 2026 Oct 21, 2026
LVW Advisors, LLC History Added to 9,483 986 0.08% 0.09% 552 +619 6.98% Q3 2026 Oct 19, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 9,405 978 0.1% 0.05% 553 +5,100 118.47% Q3 2026 Oct 27, 2026
Modern Wealth Management, LLC History No change 8,604 978 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History Added to 9,361 974 0.03% 0.03% 555 +1,864 24.86% Q3 2026 Oct 28, 2026
Apollon Wealth Management, LLC History Added to 9,247 962 0.01% 0.01% 556 +1,851 25.03% Q3 2026 Oct 23, 2026
Sherman Wealth Management LLC History New 9,234 960 0.68% — 557 +9,234 New Q3 2026 Oct 15, 2026
Principle Wealth Partners LLC History No change 9,025 939 0.05% 0.05% 558 0 0.0% Q3 2026 Nov 02, 2026
Generali Asset Management SPA SGR History Added to 8,969 933 0.02% 0.02% 559 +162 1.84% Q3 2026 Oct 26, 2026
Valeo Financial Advisors, LLC History Reduced 8,932 929 0.02% 0.02% 560 -1,430 -13.8% Q3 2026 Oct 08, 2026
Summit Financial, LLC History No change 8,155 927 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 8,149 926 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 13, 2026
Abundance Wealth Counselors History Added to 8,817 917 0.13% 0.13% 563 +694 8.54% Q3 2026 Oct 26, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 8,015 911 0.02% 0.02% 564 0 0.0% Q2 2026 Jul 24, 2026
Empirical Finance, LLC History No change 7,956 904 0.04% 0.04% 565 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History Reduced 8,683 903 0.02% 0.03% 566 -133 -1.51% Q3 2026 Oct 22, 2026
Jefferies Financial Group Inc. History Reduced 8,660 901 0.01% 0.02% 567 -11,450 -56.94% Q3 2026 Nov 05, 2026
StoneRidge PMG Advisors, LLC History New 8,606 895 0.63% — 568 +8,606 New Q3 2026 Nov 03, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 8,591 893 0.11% 0.13% 569 -241 -2.73% Q3 2026 Nov 02, 2026
Wealthcare Capital Partners, LLC History Reduced 8,509 885 0.36% 0.45% 570 -1,056 -11.04% Q3 2026 Oct 21, 2026
Plato Investment Management Ltd History Reduced 8,435 881 0.05% 0.05% 572 -60 -0.71% Q3 2026 Nov 04, 2026
Beacon Financial Advisory LLC History No change 8,475 881 0.17% 0.19% 571 0 0.0% Q3 2026 Oct 16, 2026
Sepio Capital, LP History Reduced 8,382 872 0.03% 0.05% 573 -204 -2.38% Q3 2026 Oct 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 8,373 871 0.02% 0.02% 574 -40 -0.48% Q3 2026 Oct 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 8,171 850 0.0% 0.0% 575 -135 -1.63% Q3 2026 Nov 05, 2026
ARVEST INVESTMENTS, INC. History Reduced 8,171 850 0.1% 0.11% 576 -53 -0.64% Q3 2026 Oct 21, 2026
SlateStone Wealth, LLC History No change 7,420 844 0.06% 0.06% 577 0 0.0% Q2 2026 Jul 20, 2026
Brookstone Capital Management History Added to 7,998 832 0.01% 0.01% 578 +541 7.25% Q3 2026 Oct 22, 2026
TRUST CO OF VERMONT History Reduced 7,936 825 0.03% 0.03% 579 -135 -1.67% Q3 2026 Oct 21, 2026
Wealthcare Advisory Partners LLC History Added to 7,876 819 0.01% 0.01% 580 +1,842 30.53% Q3 2026 Oct 21, 2026
Sylvest Advisors, LLC History Reduced 7,828 814 0.36% 0.41% 581 -195 -2.43% Q3 2026 Oct 26, 2026
NorthCrest Asset Manangement, LLC History Added to 7,800 813 0.02% 0.01% 582 +4,450 132.84% Q3 2026 Oct 09, 2026
Numerai GP LLC History No change 7,139 811 0.07% 0.07% 583 0 0.0% Q2 2026 Aug 14, 2026
PHYSICIANS FINANCIAL SERVICES, INC. History Reduced 7,772 809 0.2% 0.22% 584 -50 -0.64% Q3 2026 Nov 04, 2026
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ History Reduced 7,712 802 1.33% 1.41% 585 -70 -0.9% Q3 2026 Oct 26, 2026
Enhancing Capital LLC History No change 7,650 795 0.55% 0.6% 586 0 0.0% Q3 2026 Oct 26, 2026
Composition Wealth, LLC History No change 6,943 789 0.01% 0.01% 587 0 0.0% Q2 2026 Jul 22, 2026
Retirement Planning Co of New England, Inc. History Added to 7,582 788 0.3% 0.29% 588 +404 5.63% Q3 2026 Oct 15, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 6,869 780 0.01% 0.01% 589 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 7,488 779 0.07% 0.08% 590 -461 -5.8% Q3 2026 Oct 07, 2026
WINNACLE WEALTH LLC History Reduced 7,392 769 0.51% 0.66% 591 -1,171 -13.68% Q3 2026 Oct 14, 2026
Roehl & Yi Investment Advisors, LLC History No change 6,743 766 0.25% 0.25% 592 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 6,703 762 0.03% 0.03% 593 0 0.0% Q2 2026 Aug 06, 2026
BURNEY CO/ History Added to 7,258 755 0.02% 0.02% 594 +186 2.63% Q3 2026 Oct 15, 2026
RFG Advisory, LLC History Added to 7,240 753 0.01% 0.01% 596 +4,384 153.5% Q3 2026 Nov 03, 2026
Weaver C. Barksdale & Associates, Inc. History No change 6,624 753 0.68% 0.68% 595 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 7,230 752 0.03% 0.03% 597 +428 6.29% Q3 2026 Oct 08, 2026
Vontobel Holding Ltd. History Reduced 7,227 751 0.0% 0.0% 599 -3,566 -33.04% Q3 2026 Oct 16, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 7,224 751 0.01% 0.01% 598 +1,199 19.9% Q3 2026 Oct 23, 2026
NORDEN GROUP LLC History Added to 7,187 747 0.06% 0.07% 600 +176 2.51% Q3 2026 Oct 20, 2026
DAVENPORT & Co LLC History Reduced 7,151 744 0.0% 0.0% 601 -247 -3.34% Q3 2026 Oct 14, 2026
GHP Investment Advisors, Inc. History Reduced 7,143 743 0.03% 0.03% 602 -924 -11.45% Q3 2026 Oct 15, 2026
HENDLEY & CO INC History Reduced 7,135 742 0.26% 0.32% 603 -825 -10.36% Q3 2026 Oct 29, 2026
Davis Investment Partners, LLC History Added to 7,103 739 0.23% 0.22% 604 +811 12.89% Q3 2026 Nov 05, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 6,477 736 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 10, 2026
MUFG SECURITIES AMERICAS INC. History No change 6,454 733 0.04% 0.04% 606 0 0.0% Q2 2026 Aug 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 7,002 728 0.02% 0.02% 607 0 0.0% Q3 2026 Oct 26, 2026
Allworth Financial LP History No change 6,376 724 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 11, 2026
USS Investment Management Ltd History No change 6,374 724 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 11, 2026
Pine Haven Investment Counsel, Inc History Reduced 6,923 720 0.47% 0.54% 610 -118 -1.68% Q3 2026 Nov 02, 2026
E. Ohman J:or Asset Management AB History Reduced 6,903 718 0.02% 0.02% 612 -1,100 -13.74% Q3 2026 Oct 22, 2026
GROUP ONE TRADING LLC History No change 6,320 718 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 6,302 716 0.03% 0.03% 613 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 6,269 712 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 14, 2026
Accurate Wealth Management, LLC History Added to 6,995 709 0.06% 0.05% 616 +2,679 62.07% Q3 2026 Oct 20, 2026
SBI Okasan Asset Management Co.Ltd. History No change 6,200 709 0.02% 0.02% 615 0 0.0% Q2 2026 Jul 21, 2026
Ascent Group, LLC History Added to 6,810 708 0.02% 0.02% 617 +1,129 19.87% Q3 2026 Oct 30, 2026
San Luis Wealth Advisors LLC History New 6,783 705 0.1% — 618 +6,783 New Q3 2026 Oct 27, 2026
Ironvine Capital Partners, LLC History No change 6,100 693 0.06% 0.06% 619 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 6,079 691 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 13, 2026
BEARING POINT CAPITAL, LLC History No change 6,079 691 0.09% 0.09% 621 0 0.0% Q2 2026 Aug 11, 2026
CI INVESTMENTS INC. History No change 6,021 684 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 6,013 683 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 11, 2026
United Asset Strategies, Inc. History Reduced 6,534 679 0.05% 0.14% 624 -11,253 -63.27% Q3 2026 Oct 28, 2026
Benin Management CORP History Reduced 6,519 678 0.13% 0.15% 625 -50 -0.76% Q3 2026 Oct 22, 2026
North Dakota State Investment Board History Reduced 6,451 671 0.03% 0.04% 626 -1,876 -22.53% Q3 2026 Oct 27, 2026
Waldron Private Wealth LLC History Reduced 6,446 670 0.02% 0.03% 627 -438 -6.36% Q3 2026 Nov 02, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 5,693 668 0.02% 0.02% 628 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History Reduced 6,414 667 0.04% 0.06% 629 -1,587 -19.84% Q3 2026 Oct 30, 2026
Deseret Mutual Benefit Administrators History Reduced 6,381 663 0.23% 0.24% 630 -72 -1.12% Q3 2026 Nov 04, 2026
Crestwood Advisors Group, LLC History Added to 6,355 661 0.01% 0.01% 631 +140 2.25% Q3 2026 Oct 27, 2026
Global Retirement Partners, LLC History No change 5,815 661 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 06, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 5,809 660 0.06% 0.06% 633 0 0.0% Q2 2026 Jul 31, 2026
DAVIS R M INC History No change 5,797 659 0.01% 0.01% 634 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 5,797 659 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 06, 2026
Kathmere Capital Management, LLC History Reduced 6,321 657 0.03% 0.04% 636 -321 -4.83% Q3 2026 Oct 20, 2026
Park Place Capital Corp History No change 5,787 657 0.1% 0.1% 637 0 0.0% Q2 2026 Aug 13, 2026
Cove Private Wealth, LLC History No change 6,315 657 0.12% 0.14% 638 0 0.0% Q3 2026 Oct 28, 2026
STEPHENS INC /AR/ History No change 5,765 655 0.01% 0.01% 639 0 0.0% Q2 2026 Jul 29, 2026
Hardy Reed LLC History No change 5,728 651 0.04% 0.04% 640 0 0.0% Q2 2026 Aug 03, 2026
Ascentis Wealth Management, LLC History Added to 6,234 648 0.11% 0.03% 641 +4,352 231.24% Q3 2026 Nov 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 6,120 647 0.04% 0.05% 642 -1,007 -14.13% Q3 2026 Nov 02, 2026
Wilmington Savings Fund Society, FSB History Reduced 6,200 645 0.01% 0.02% 643 -1,549 -19.99% Q3 2026 Oct 23, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 5,665 644 0.04% 0.04% 644 0 0.0% Q2 2026 Aug 14, 2026
J. Safra Sarasin Holding AG History Added to 6,176 642 0.01% 0.0% 645 +3,643 143.82% Q3 2026 Oct 26, 2026
Junk Investment Group, LLC History Added to 6,143 639 0.26% 0.31% 646 +44 0.72% Q3 2026 Oct 19, 2026
Apex Wealth Management, LLC History Added to 6,100 634 0.37% 0.42% 647 +75 1.24% Q3 2026 Oct 20, 2026
NEVILLE RODIE & SHAW INC History No change 6,075 632 0.04% 0.04% 648 0 0.0% Q3 2026 Oct 05, 2026
Snowden Capital Advisors LLC History No change 5,452 619 0.01% 0.01% 649 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History Added to 5,893 614 0.01% 0.01% 650 +2,125 56.4% Q3 2026 Oct 26, 2026
UMB Bank, n.a. History No change 5,375 611 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 5,360 609 0.01% 0.01% 652 0 0.0% Q2 2026 Jul 17, 2026
Krane Funds Advisors LLC History No change 5,319 604 0.02% 0.02% 653 0 0.0% Q2 2026 Aug 14, 2026
Investors Research Corp History Reduced 5,765 599 0.11% 0.12% 654 -263 -4.36% Q3 2026 Oct 07, 2026
INTEGRITY ALLIANCE, LLC. History Added to 5,737 596 0.02% 0.02% 655 +15 0.26% Q3 2026 Oct 29, 2026
TOBAM History Added to 5,719 595 0.24% 0.1% 656 +2,015 54.4% Q3 2026 Nov 03, 2026
JT Stratford LLC History No change 5,206 591 0.06% 0.06% 657 0 0.0% Q2 2026 Aug 14, 2026
SITTNER & NELSON, LLC History No change 5,185 589 0.19% 0.19% 658 0 0.0% Q2 2026 Aug 07, 2026
BESSEMER GROUP INC History No change 5,168 588 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 12, 2026
Goelzer Investment Management, Inc. History Reduced 5,605 583 0.03% 0.03% 660 -895 -13.77% Q3 2026 Oct 15, 2026
TOWNSQUARE CAPITAL LLC History No change 5,133 583 0.11% 0.11% 661 0 0.0% Q2 2026 Aug 14, 2026
Wynn Capital, LLC History Added to 5,508 573 0.25% 0.27% 662 +170 3.18% Q3 2026 Oct 13, 2026
PRINCIPAL SECURITIES, INC. History No change 5,006 569 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 04, 2026
Eurizon SLJ Capital Ltd History No change 4,974 565 0.21% 0.21% 664 0 0.0% Q2 2026 Aug 03, 2026
STRS OHIO History Added to 5,424 564 0.0% 0.0% 665 +695 14.7% Q3 2026 Oct 30, 2026
Tufton Capital Management History Reduced 5,396 561 0.1% 0.12% 666 -965 -15.17% Q3 2026 Oct 20, 2026
CERTUITY, LLC History Added to 5,384 560 0.03% 0.03% 667 +829 18.2% Q3 2026 Nov 02, 2026
Global X Japan Co., Ltd. History Reduced 5,376 559 0.02% 0.03% 668 -689 -11.36% Q3 2026 Oct 21, 2026
Tudor Financial Inc. History No change 4,872 553 0.25% 0.25% 669 0 0.0% Q2 2026 Aug 10, 2026
Catalyst Funds Management Pty Ltd History No change 4,851 551 0.03% 0.03% 670 0 0.0% Q2 2026 Aug 10, 2026
Twelve Points Wealth Management LLC History Added to 5,282 548 0.1% 0.11% 671 +303 6.09% Q3 2026 Nov 03, 2026
Soltis Investment Advisors LLC History Added to 5,191 540 0.02% 0.02% 672 +2,742 111.96% Q3 2026 Oct 28, 2026
Compton Financial Group, LLC History No change 4,734 538 0.1% 0.1% 673 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History Added to 5,108 531 0.02% 0.01% 674 +2,308 82.43% Q3 2026 Oct 13, 2026
Osmosis Investment Management UK Ltd History No change 4,668 530 0.02% 0.02% 675 0 0.0% Q2 2026 Aug 13, 2026
BAM Wealth Management, LLC History Added to 5,093 529 0.29% 0.29% 676 +952 22.99% Q3 2026 Oct 15, 2026
HUB Investment Partners, LLC History Added to 5,070 527 0.01% 0.01% 677 +1,106 27.9% Q3 2026 Nov 03, 2026
IFP Advisors, Inc History Added to 5,057 526 0.01% 0.01% 678 +411 8.85% Q3 2026 Oct 16, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Added to 5,048 525 0.03% 0.01% 679 +3,148 165.68% Q3 2026 Nov 03, 2026
International Private Wealth Advisors LLC History Reduced 5,018 522 0.22% 0.3% 680 -62 -1.22% Q3 2026 Nov 05, 2026
StoneX Group Inc. History Reduced 4,843 521 0.02% 0.02% 681 -1,015 -17.33% Q3 2026 Nov 03, 2026
FOCUSED ALPHA, LLC History Added to 5,002 520 0.13% 0.14% 682 +159 3.28% Q3 2026 Oct 19, 2026
REGIONS FINANCIAL CORP History Added to 4,985 518 0.0% 0.0% 683 +294 6.27% Q3 2026 Nov 05, 2026
Callan Family Office, LLC History No change 4,560 518 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 11, 2026
Westerkirk Capital Inc. History No change 4,500 511 0.05% 0.05% 685 0 0.0% Q2 2026 Aug 10, 2026
Jacobi Capital Management LLC History Added to 4,882 508 0.02% 0.03% 686 +28 0.58% Q3 2026 Nov 05, 2026
Compound Planning, Inc. History Added to 4,867 506 0.01% 0.01% 687 +1,204 32.87% Q3 2026 Nov 05, 2026
Baker Ellis Asset Management LLC History Added to 4,850 504 0.05% 0.05% 688 +250 5.43% Q3 2026 Oct 14, 2026
CFS Investment Advisory Services, LLC History Reduced 4,836 501 0.03% 0.04% 689 -110 -2.22% Q3 2026 Oct 19, 2026
Ashton Thomas Private Wealth, LLC History Reduced 4,798 499 0.01% 0.01% 690 -104 -2.12% Q3 2026 Nov 02, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4,126 495 0.01% 0.01% 691 0 0.0% Q2 2026 Jul 27, 2026
SteelPeak Wealth, LLC History Added to 4,645 483 0.01% 0.01% 693 +2,144 85.73% Q3 2026 Oct 16, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 4,651 483 0.01% 0.01% 694 +50 1.09% Q3 2026 Nov 04, 2026
Truvestments Capital LLC History No change 4,255 483 0.07% 0.07% 692 0 0.0% Q2 2026 Aug 12, 2026
Davis Capital Management History Reduced 4,603 478 0.29% 0.33% 695 -248 -5.11% Q3 2026 Oct 08, 2026
Bridgewater Advisors Inc. History No change 4,196 476 0.03% 0.03% 696 0 0.0% Q2 2026 Aug 05, 2026
Main Street Financial Solutions, LLC History No change 4,124 468 0.03% 0.03% 697 0 0.0% Q2 2026 Aug 07, 2026
Guinness Asset Management LTD History Added to 4,491 467 0.01% 0.01% 699 +93 2.11% Q3 2026 Nov 05, 2026
Aurora Investment Counsel History No change 4,113 467 0.24% 0.24% 698 0 0.0% Q2 2026 Aug 10, 2026
B. Riley Wealth Advisors, Inc. History Added to 4,486 466 0.02% 0.02% 700 +1,402 45.46% Q3 2026 Oct 13, 2026
Premier Path Wealth Partners, LLC History Reduced 4,443 462 0.05% 0.07% 702 -830 -15.74% Q3 2026 Oct 16, 2026
City Center Advisors, LLC History Added to 4,446 462 0.35% 0.4% 703 +139 3.23% Q3 2026 Oct 07, 2026
FIL Ltd History No change 4,070 462 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 4,400 457 0.0% 0.0% 704 0 0.0% Q3 2026 Oct 29, 2026
BAMCO INC /NY/ History No change 4,000 454 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 3,999 454 0.01% 0.01% 706 0 0.0% Q2 2026 Jul 30, 2026
J.W. COLE ADVISORS, INC. History Added to 4,345 452 0.01% 0.01% 707 +20 0.46% Q3 2026 Nov 05, 2026
TEMA ETFS LLC History Added to 4,336 451 0.02% 0.02% 708 +58 1.36% Q3 2026 Oct 16, 2026
MGO ONE SEVEN LLC History Reduced 4,329 450 0.01% 0.02% 710 -4,602 -51.53% Q3 2026 Oct 28, 2026
Venture Visionary Partners LLC History Added to 4,331 450 0.01% 0.01% 711 +19 0.44% Q3 2026 Oct 07, 2026
Obermeyer Wealth Partners History No change 4,326 450 0.02% 0.02% 709 0 0.0% Q3 2026 Oct 21, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 3,931 446 0.06% 0.06% 712 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History Reduced 4,278 445 0.15% 0.3% 713 -5,218 -54.95% Q3 2026 Nov 04, 2026
GREENLEAF TRUST History Reduced 4,274 444 0.0% 0.0% 714 -14 -0.33% Q3 2026 Oct 29, 2026
US Asset Management LLC History No change 3,904 443 0.34% 0.34% 715 0 0.0% Q2 2026 Aug 12, 2026
Ballentine Partners, LLC History No change 3,873 440 0.01% 0.01% 716 0 0.0% Q2 2026 Jul 17, 2026
Keystone Financial Group History No change 3,865 439 0.03% 0.03% 717 0 0.0% Q2 2026 Jul 29, 2026
JMN Financial LLC History No change 3,863 439 0.34% 0.34% 718 0 0.0% Q2 2026 Aug 10, 2026
XXI WEALTH, LLC History Added to 4,201 437 0.18% 0.17% 720 +997 31.12% Q3 2026 Oct 22, 2026
Capital Management Associates, Inc History Added to 4,209 437 0.09% 0.1% 719 +2 0.05% Q3 2026 Oct 20, 2026
Larson Financial Group LLC History Added to 4,179 434 0.01% 0.01% 721 +849 25.5% Q3 2026 Nov 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 4,166 433 0.01% 0.0% 722 +1,781 74.68% Q3 2026 Oct 27, 2026
Financial Advisors Network, Inc. History No change 3,815 433 0.05% 0.05% 723 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 3,765 428 0.0% 0.0% 724 0 0.0% Q2 2026 Aug 11, 2026
Wagner Wealth Management, Corp History New 4,106 427 0.33% — 726 +4,106 New Q3 2026 Oct 20, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 3,756 427 0.02% 0.02% 725 0 0.0% Q2 2026 Aug 14, 2026
CIDEL ASSET MANAGEMENT INC History Added to 4,066 423 0.02% 0.02% 727 +174 4.47% Q3 2026 Oct 28, 2026
Nilsine Partners, LLC History Reduced 4,022 418 0.03% 0.03% 729 -61 -1.49% Q3 2026 Nov 02, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 4,021 418 0.0% 0.01% 728 +1 0.02% Q3 2026 Oct 05, 2026
Black Diamond Financial, LLC History No change 4,016 417 0.04% 0.04% 730 0 0.0% Q3 2026 Oct 26, 2026
Signal Advisors Wealth, LLC History New 4,004 416 0.02% — 731 +4,004 New Q3 2026 Oct 13, 2026
Hoxton Planning & Management, LLC History Added to 3,957 411 0.1% 0.11% 732 +101 2.62% Q3 2026 Oct 15, 2026
Hillman Capital Management, Inc. History No change 3,610 410 0.3% 0.3% 733 0 0.0% Q2 2026 Aug 14, 2026
Purkiss Capital Advisors LLC History No change 3,611 410 0.16% 0.16% 734 0 0.0% Q2 2026 Jul 30, 2026
KEYNOTE FINANCIAL SERVICES LLC History No change 3,604 409 0.19% 0.19% 735 0 0.0% Q2 2026 Aug 03, 2026
Plan Group Financial, LLC History Added to 3,988 407 0.08% 0.08% 737 +754 23.31% Q3 2026 Oct 22, 2026
TCW GROUP INC History No change 3,581 407 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 03, 2026
IMA Advisory Services, Inc. History No change 3,540 402 0.03% 0.03% 738 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 3,835 399 0.02% 0.03% 739 -846 -18.07% Q3 2026 Oct 23, 2026
Neo Ivy Capital Management History No change 3,515 399 0.09% 0.09% 740 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 3,496 397 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 13, 2026
Center For Asset Management LLC History Reduced 3,810 396 0.18% 0.21% 742 -287 -7.01% Q3 2026 Oct 16, 2026
Graves Light Lenhart Wealth, Inc. History No change 3,769 392 0.04% 0.04% 743 0 0.0% Q3 2026 Oct 08, 2026
Nexus Investment Management ULC History No change 3,740 389 0.05% 0.06% 744 0 0.0% Q3 2026 Oct 27, 2026
Kingsview Wealth Management, LLC History No change 3,410 387 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 18, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 3,697 384 0.0% 0.0% 746 -7 -0.19% Q3 2026 Oct 30, 2026
Nautilus Advisors LLC History Reduced 3,677 382 0.23% 0.27% 747 -155 -4.04% Q3 2026 Oct 06, 2026
Range Advisory, LLC History No change 3,358 381 0.05% 0.05% 748 0 0.0% Q2 2026 Sep 02, 2026
Curi Capital, LLC History No change 3,310 376 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 3,286 373 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 11, 2026
Clear Harbor Asset Management, LLC History Added to 3,559 370 0.02% 0.02% 752 +303 9.31% Q3 2026 Nov 05, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 3,563 370 0.03% 0.03% 751 0 0.0% Q3 2026 Oct 16, 2026
Wealthquest Corp History No change 3,262 370 0.02% 0.02% 753 0 0.0% Q2 2026 Jul 23, 2026
Pallas Capital Advisors LLC History No change 3,249 369 0.01% 0.01% 754 0 0.0% Q2 2026 Aug 07, 2026
KW WEALTH MANAGEMENT LLC History New 3,527 367 0.28% — 757 +3,527 New Q3 2026 Oct 28, 2026
BOURNE LENT ASSET MANAGEMENT INC History Reduced 3,534 367 0.13% 0.2% 755 -1,533 -30.25% Q3 2026 Nov 05, 2026
Heritage Trust Co History No change 3,235 367 0.03% 0.03% 756 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History Reduced 3,525 366 0.01% 0.01% 758 -13 -0.37% Q3 2026 Nov 05, 2026
WESTWOOD HOLDINGS GROUP INC History No change 3,228 366 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 3,224 366 0.02% 0.02% 760 0 0.0% Q2 2026 Aug 14, 2026
OSTRUM ASSET MANAGEMENT History No change 3,212 365 0.02% 0.02% 761 0 0.0% Q2 2026 Aug 13, 2026
PFG Investments, LLC History No change 3,204 364 0.01% 0.01% 762 0 0.0% Q2 2026 Jul 23, 2026
LGT Group Foundation History No change 3,185 362 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 10, 2026
Towne Trust Company, N.A History Reduced 3,475 361 0.11% 0.12% 764 -50 -1.42% Q3 2026 Oct 28, 2026
Telos Capital Management, Inc. History Reduced 3,457 359 0.03% 0.05% 765 -1,800 -34.24% Q3 2026 Nov 02, 2026
CARDEROCK CAPITAL MANAGEMENT INC History No change 3,450 358 0.08% 0.09% 766 0 0.0% Q3 2026 Oct 22, 2026
Oakmont Advisory Group, LLC History No change 3,151 358 0.3% 0.3% 767 0 0.0% Q2 2026 Aug 03, 2026
VestGen Advisors, LLC History Reduced 3,436 357 0.01% 0.01% 768 -447 -11.51% Q3 2026 Oct 27, 2026
Berman McAleer LLC History No change 3,411 354 0.04% 0.04% 769 0 0.0% Q3 2026 Oct 16, 2026
VISIONARY HORIZONS, LLC History Reduced 3,386 352 0.14% 0.16% 770 -2 -0.06% Q3 2026 Oct 22, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 3,380 351 0.07% 0.08% 771 0 0.0% Q3 2026 Oct 15, 2026
HBK Sorce Advisory LLC History No change 3,059 351 0.01% 0.01% 772 0 0.0% Q2 2026 Aug 06, 2026
Kera Capital Partners, Inc. History No change 3,076 349 0.03% 0.03% 773 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,058 348 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 13, 2026
Douglass Winthrop Advisors, LLC History No change 3,069 348 0.01% 0.01% 775 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History Added to 3,340 347 0.01% 0.02% 776 +19 0.57% Q3 2026 Nov 04, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Reduced 3,300 343 0.05% 0.05% 777 -200 -5.71% Q3 2026 Oct 19, 2026
Aristotle Atlantic Partners, LLC History No change 3,000 341 0.01% 0.01% 778 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History New 3,273 340 0.02% — 780 +3,273 New Q3 2026 Oct 19, 2026
Legato Capital Management LLC History No change 2,995 340 0.03% 0.03% 779 0 0.0% Q2 2026 Aug 06, 2026
Oak Harvest Investment Services History New 3,247 337 0.03% — 781 +3,247 New Q3 2026 Oct 20, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 2,957 336 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 3,227 335 0.0% 0.01% 784 -45 -1.38% Q3 2026 Oct 22, 2026
World Investment Advisors History No change 3,619 335 0.01% 0.01% 783 0 0.0% Q2 2026 Aug 13, 2026
River Wealth Advisors LLC History No change 2,946 334 0.03% 0.03% 785 0 0.0% Q2 2026 Aug 04, 2026
Tortoise Investment Management, LLC History No change 2,935 333 0.02% 0.02% 786 0 0.0% Q2 2026 Aug 07, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 2,925 332 0.05% 0.05% 787 0 0.0% Q2 2026 Aug 07, 2026
Simplicity Wealth,LLC History Added to 3,188 331 0.01% 0.01% 789 +935 41.5% Q3 2026 Oct 23, 2026
GROUPAMA ASSET MANAGMENT History No change 2,912 331 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 14, 2026
MTM Investment Management, LLC History Added to 3,177 330 0.1% 0.1% 790 +2 0.06% Q3 2026 Oct 30, 2026
Brown Miller Wealth Management, LLC History No change 3,163 329 0.08% 0.09% 791 0 0.0% Q3 2026 Nov 02, 2026
LS Investment Advisors, LLC History Added to 3,161 328 0.04% 0.03% 792 +1,010 46.95% Q3 2026 Oct 13, 2026
Wedmont Private Capital History Added to 3,135 326 0.01% 0.01% 793 +899 40.21% Q3 2026 Oct 09, 2026
Triumph Capital Management History Added to 3,122 324 0.06% 0.06% 794 +15 0.48% Q3 2026 Oct 14, 2026
Gateway Wealth Partners, LLC History No change 2,831 321 0.02% 0.02% 795 0 0.0% Q2 2026 Aug 04, 2026
Horizon Advisory Services, Inc. History Reduced 3,039 316 0.12% 0.15% 796 -17 -0.56% Q3 2026 Oct 29, 2026
Revisor Wealth Management LLC History Added to 3,104 314 0.08% 0.08% 797 +244 8.53% Q3 2026 Oct 20, 2026
Goldstein Advisors, LLC History Added to 3,018 314 0.03% 0.03% 798 +33 1.11% Q3 2026 Oct 15, 2026
Concorde Asset Management, LLC History No change 2,760 313 0.18% 0.18% 799 0 0.0% Q2 2026 Aug 18, 2026
Donalies Financial Planning, LLC History New 3,000 312 0.23% — 802 +3,000 New Q3 2026 Oct 19, 2026
MOLLER WEALTH PARTNERS History Reduced 3,000 312 0.06% 0.07% 800 -600 -16.67% Q3 2026 Oct 15, 2026
Martel Wealth Advisors LLC History No change 3,000 312 0.05% 0.05% 801 0 0.0% Q3 2026 Oct 14, 2026
Raiffeisen Bank International AG History Reduced 2,984 311 0.0% 0.03% 805 -20,945 -87.53% Q3 2026 Oct 28, 2026
EXCALIBUR MANAGEMENT CORP History Reduced 2,990 311 0.1% 0.12% 803 -279 -8.53% Q3 2026 Oct 30, 2026
Paulson Wealth Management Inc. History Added to 2,993 311 0.06% 0.07% 804 +58 1.98% Q3 2026 Nov 02, 2026
ENTERPRISE FINANCIAL SERVICES CORP History Reduced 2,970 309 0.13% 0.14% 806 -82 -2.69% Q3 2026 Nov 03, 2026
Saratoga Research & Investment Management History No change 2,977 309 0.02% 0.02% 807 0 0.0% Q3 2026 Oct 16, 2026
SC&H Financial Advisors, Inc. History Added to 2,947 306 0.04% 0.03% 808 +832 39.34% Q3 2026 Oct 14, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Reduced 2,924 304 0.08% 0.12% 809 -1,111 -27.53% Q3 2026 Nov 04, 2026
LCNB CORP History No change 2,668 303 0.09% 0.09% 810 0 0.0% Q2 2026 Aug 10, 2026
Strategic Advisors LLC History No change 2,900 301 0.06% 0.07% 811 0 0.0% Q3 2026 Oct 13, 2026
Tower Research Capital LLC (TRC) History No change 2,647 300 0.01% 0.01% 812 0 0.0% Q2 2026 Aug 11, 2026
United Advisor Group, LLC History Added to 2,867 298 0.03% 0.03% 815 +386 15.56% Q3 2026 Nov 02, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 2,864 298 0.02% 0.03% 813 0 0.0% Q3 2026 Oct 06, 2026
Checchi Capital Advisers, LLC History No change 2,623 298 0.01% 0.01% 814 0 0.0% Q2 2026 Aug 04, 2026
Wealth Group, Ltd. History Reduced 2,843 296 0.25% 0.22% 818 -4,979 -63.65% Q3 2026 Oct 30, 2026
Capital Investment Advisors, LLC History Added to 2,853 296 0.0% 0.0% 816 +245 9.39% Q3 2026 Oct 22, 2026
Bill Few Associates, Inc. History Added to 2,854 296 0.06% 0.07% 817 +17 0.6% Q3 2026 Oct 09, 2026
Joule Financial, LLC History No change 2,574 292 0.08% 0.08% 819 0 0.0% Q2 2026 Jul 15, 2026
Traub Capital Management LLC History No change 2,550 289 0.26% 0.26% 820 0 0.0% Q2 2026 Jul 23, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 2,773 288 0.01% 0.01% 821 0 0.0% Q3 2026 Nov 05, 2026
Smartleaf Asset Management LLC History No change 2,525 288 0.01% 0.01% 822 0 0.0% Q2 2026 Aug 12, 2026
Astoria Portfolio Advisors LLC. History No change 2,508 285 0.05% 0.05% 823 0 0.0% Q2 2026 Jul 28, 2026
Rathbones Group PLC History No change 2,500 284 0.0% 0.0% 824 0 0.0% Q2 2026 Jul 23, 2026
Essex Bank History No change 2,738 284 0.06% 0.07% 825 0 0.0% Q3 2026 Oct 16, 2026
iSAM Funds (UK) Ltd History No change 2,500 284 0.2% 0.2% 826 0 0.0% Q2 2026 Aug 12, 2026
Leo Wealth, LLC History New 2,723 283 0.06% — 829 +2,723 New Q3 2026 Oct 26, 2026
Integrated Advisors Network LLC History Reduced 2,726 283 0.01% 0.02% 827 -230 -7.78% Q3 2026 Oct 20, 2026
Ameritas Advisory Services, LLC History No change 2,490 283 0.01% 0.01% 828 0 0.0% Q2 2026 Aug 14, 2026
Cushing Capital Partners, LLC History Added to 2,711 282 0.17% 0.21% 830 +74 2.81% Q3 2026 Oct 20, 2026
Modera Wealth Management, LLC History Added to 2,699 280 0.0% 0.0% 831 +31 1.16% Q3 2026 Oct 28, 2026
Affinity Capital Advisors, LLC History New 2,655 279 0.03% — 832 +2,655 New Q3 2026 Oct 13, 2026
Ascentis Independent Advisors History New 2,681 278 0.02% — 833 +2,681 New Q3 2026 Nov 03, 2026
Investment Research Partners LLC History New 2,669 277 0.09% — 836 +2,669 New Q3 2026 Oct 19, 2026
Sagewood Asset Management LP History No change 2,441 277 0.06% 0.06% 834 0 0.0% Q2 2026 Jul 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 2,442 277 0.02% 0.02% 835 0 0.0% Q2 2026 Aug 04, 2026
First Command Advisory Services, Inc. History Added to 2,661 276 0.0% 0.0% 837 +2,620 6390.24% Q3 2026 Nov 05, 2026
CX Institutional History Reduced 2,652 276 0.01% 0.01% 838 -15 -0.56% Q3 2026 Oct 02, 2026
BEACON FINANCIAL GROUP History Reduced 2,651 275 0.02% 0.03% 839 -302 -10.23% Q3 2026 Oct 19, 2026
SRH ADVISORS, LLC History No change 2,625 273 0.07% 0.08% 840 0 0.0% Q3 2026 Oct 22, 2026
WEST MICHIGAN ADVISORS, LLC History No change 2,409 273 0.05% 0.05% 841 0 0.0% Q2 2026 Aug 21, 2026
SIT INVESTMENT ASSOCIATES INC History No change 2,375 270 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 12, 2026
CULLINAN ASSOCIATES INC History No change 2,600 270 0.02% 0.02% 843 0 0.0% Q3 2026 Nov 03, 2026
MATHER GROUP, LLC. History Added to 2,588 269 0.0% 0.0% 844 +6 0.23% Q3 2026 Oct 14, 2026
PCB Capital LLC History No change 2,361 268 0.33% 0.33% 845 0 0.0% Q2 2026 Jul 20, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,352 267 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 10, 2026
Hopwood Financial Services, Inc. History Reduced 2,559 266 0.15% 0.17% 850 -70 -2.66% Q3 2026 Oct 29, 2026
Gallagher Fiduciary Advisors, LLC History No change 2,345 266 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 2,345 266 0.01% 0.01% 848 0 0.0% Q2 2026 Aug 14, 2026
WIN ADVISORS, INC History No change 2,341 266 0.09% 0.09% 849 0 0.0% Q2 2026 Aug 04, 2026
Hilton Head Capital Partners, LLC History Reduced 2,553 265 0.14% 0.17% 851 -501 -16.4% Q3 2026 Oct 23, 2026
OSLO PENSJONSFORSIKRING AS History No change 2,532 263 0.03% 0.03% 852 0 0.0% Q3 2026 Oct 15, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 2,310 262 0.08% 0.08% 853 0 0.0% Q2 2026 Jul 28, 2026
BankPlus Trust Department History No change 2,299 261 0.06% 0.06% 854 0 0.0% Q2 2026 Jul 28, 2026
Meeder Advisory Services, Inc. History No change 2,291 260 0.01% 0.01% 855 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Consulting Group, LLC History No change 2,294 260 0.01% 0.01% 856 0 0.0% Q2 2026 Aug 13, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Added to 2,490 259 0.04% 0.04% 858 +75 3.11% Q3 2026 Oct 29, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 2,281 259 0.01% 0.01% 857 0 0.0% Q2 2026 Aug 14, 2026
TL Private Wealth History No change 2,500 259 0.09% 0.11% 859 0 0.0% Q3 2026 Oct 13, 2026
Sun Financial Inc History No change 2,277 258 0.12% 0.12% 860 0 0.0% Q2 2026 Aug 11, 2026
Quantum Financial Advisors, LLC History Added to 2,473 257 0.02% 0.03% 861 +123 5.23% Q3 2026 Nov 03, 2026
BINGHAM PRIVATE WEALTH, LLC History Added to 2,468 256 0.17% 0.18% 864 +116 4.93% Q3 2026 Nov 05, 2026
Trust Asset Management LLC History No change 2,469 256 0.02% 0.05% 862 0 0.0% Q3 2026 Nov 03, 2026
Lifeworks Advisors, LLC History No change 2,253 256 0.03% 0.03% 863 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History New 2,455 255 0.0% — 865 +2,455 New Q3 2026 Oct 22, 2026
Alchemi Wealth, LLC History Reduced 2,445 254 0.11% 0.13% 867 -70 -2.78% Q3 2026 Nov 04, 2026
RNC CAPITAL MANAGEMENT LLC History No change 2,242 254 0.01% 0.01% 866 0 0.0% Q2 2026 Aug 06, 2026
TCI Wealth Advisors, Inc. History Added to 2,440 253 0.01% 0.01% 869 +8 0.33% Q3 2026 Oct 30, 2026
FIDUCIARY TRUST CO History No change 2,234 253 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 13, 2026
Polymer Capital Management (US) LLC History No change 2,229 253 0.03% 0.03% 870 0 0.0% Q2 2026 Aug 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 2,426 252 0.04% 0.04% 871 0 0.0% Q3 2026 Oct 26, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 2,410 250 0.01% 0.02% 872 -615 -20.33% Q3 2026 Oct 26, 2026
South Dakota Investment Council History No change 2,198 250 0.0% 0.0% 873 0 0.0% Q2 2026 Aug 11, 2026
Lincoln Capital LLC History No change 2,406 250 0.04% 0.05% 874 0 0.0% Q3 2026 Oct 09, 2026
OpenArc Corporate Advisory, LLC History Added to 2,392 248 0.0% 0.0% 875 +586 32.45% Q3 2026 Oct 21, 2026
Accel Wealth Management History Reduced 2,381 247 0.05% 0.07% 876 -191 -7.43% Q3 2026 Oct 13, 2026
Apriem Advisors History No change 2,168 246 0.02% 0.02% 877 0 0.0% Q2 2026 Aug 14, 2026
IRON Financial LLC History Reduced 2,364 245 0.1% 0.12% 878 -295 -11.09% Q3 2026 Oct 23, 2026
Western Wealth Management, LLC History No change 2,147 244 0.01% 0.01% 879 0 0.0% Q2 2026 Aug 14, 2026
Stirlingshire Investments, Inc. History New 2,341 243 0.17% — 881 +2,341 New Q3 2026 Nov 05, 2026
Thayer Partners, LLC / MA History No change 2,146 243 0.1% 0.1% 880 0 0.0% Q2 2026 Jul 31, 2026
Gen-Wealth Partners Inc History Reduced 2,329 242 0.07% 0.09% 883 -537 -18.74% Q3 2026 Nov 04, 2026
Liberty Capital Management, Inc. History No change 2,329 242 0.04% 0.05% 882 0 0.0% Q3 2026 Nov 02, 2026
FEDERATED HERMES, INC. History No change 2,128 241 0.0% 0.0% 884 0 0.0% Q2 2026 Aug 12, 2026
CWA Asset Management Group, LLC History Added to 2,299 239 0.01% 0.01% 886 +175 8.24% Q3 2026 Oct 19, 2026
Prostatis Group LLC History No change 2,104 239 0.06% 0.06% 885 0 0.0% Q2 2026 Aug 14, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 2,284 238 0.0% 0.01% 887 0 0.0% Q3 2026 Nov 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 2,286 237 0.0% 0.0% 888 +86 3.91% Q3 2026 Oct 13, 2026
Destiny Wealth Partners, LLC History New 2,220 235 0.02% — 890 +2,220 New Q3 2026 Nov 04, 2026
LaFleur & Godfrey LLC History Added to 2,267 235 0.03% 0.03% 889 +88 4.04% Q3 2026 Oct 27, 2026
Geneos Wealth Management Inc. History No change 2,057 233 0.0% 0.0% 891 0 0.0% Q2 2026 Aug 06, 2026
Savvy Advisors, Inc. History No change 2,038 231 0.0% 0.0% 892 0 0.0% Q2 2026 Aug 03, 2026
Coastline Trust Co History Reduced 2,220 230 0.02% 0.03% 893 -500 -18.38% Q3 2026 Oct 01, 2026
Mystic Asset Management, Inc. History Added to 2,220 230 0.05% 0.05% 895 +300 15.63% Q3 2026 Oct 15, 2026
PLIMOTH TRUST CO LLC History No change 2,219 230 0.04% 0.05% 894 0 0.0% Q3 2026 Oct 26, 2026
GenTrust, LLC History No change 2,012 228 0.01% 0.01% 896 0 0.0% Q2 2026 Aug 06, 2026
Quadrant Private Wealth Management, LLC History Reduced 2,190 227 0.03% 0.06% 898 -80 -3.52% Q3 2026 Nov 04, 2026
Weil Company, Inc. History Added to 2,189 227 0.04% 0.04% 897 +27 1.25% Q3 2026 Oct 14, 2026
Operose Advisors LLC History No change 2,000 227 0.04% 0.04% 899 0 0.0% Q2 2026 Aug 13, 2026
SYM FINANCIAL Corp History Reduced 2,168 225 0.02% 0.02% 901 -15 -0.69% Q3 2026 Oct 26, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,988 225 0.01% 0.01% 900 0 0.0% Q2 2026 Aug 06, 2026
Independent Solutions Wealth Management, LLC History No change 2,165 225 0.03% 0.03% 902 0 0.0% Q3 2026 Oct 28, 2026
Paragon Capital Management Ltd History Added to 2,155 224 0.04% 0.05% 903 +14 0.65% Q3 2026 Oct 09, 2026
AFT, FORSYTH & COMPANY, INC. History No change 1,965 223 0.11% 0.11% 904 0 0.0% Q2 2026 Aug 14, 2026
Saiph Capital, LLC History No change 1,962 223 0.07% 0.07% 905 0 0.0% Q2 2026 Jul 29, 2026
Synergy Asset Management, LLC History New 2,137 222 0.02% — 908 +2,137 New Q3 2026 Nov 05, 2026
LETSON INVESTMENT MANAGEMENT, INC. History Added to 2,141 222 0.08% 0.08% 907 +133 6.62% Q3 2026 Nov 05, 2026
Graticule Asia Macro Advisors LLC History No change 1,958 222 0.02% 0.02% 906 0 0.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History Reduced 2,131 221 0.01% 0.01% 910 -435 -16.95% Q3 2026 Oct 21, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 1,942 221 0.0% 0.0% 909 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History New 2,119 220 0.01% — 911 +2,119 New Q3 2026 Oct 23, 2026
First Bank & Trust History No change 2,107 219 0.03% 0.04% 912 0 0.0% Q3 2026 Oct 16, 2026
IAM Advisory, LLC History No change 1,914 217 0.04% 0.04% 913 0 0.0% Q2 2026 Jul 14, 2026
Talon Private Wealth, LLC History No change 1,916 217 0.03% 0.03% 914 0 0.0% Q2 2026 Sep 11, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History No change 1,900 216 0.05% 0.05% 915 0 0.0% Q2 2026 Aug 14, 2026
LANDAAS & CO /WI /ADV History No change 2,053 213 0.04% 0.04% 916 0 0.0% Q3 2026 Oct 29, 2026
Investor's Fiduciary Advisor Network, LLC History No change 1,882 213 0.07% 0.07% 917 0 0.0% Q2 2026 Aug 13, 2026
AlphaStar Capital Management, LLC History Reduced 2,046 212 0.01% 0.03% 919 -2,362 -53.58% Q3 2026 Oct 16, 2026
Koshinski Asset Management, Inc. History Added to 2,045 212 0.01% 0.01% 918 +14 0.69% Q3 2026 Oct 29, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 2,034 211 0.05% 0.05% 920 +156 8.31% Q3 2026 Oct 20, 2026
Cypress Point Wealth Management, LLC History New 2,023 210 0.02% — 923 +2,023 New Q3 2026 Nov 03, 2026
Prime Capital Investment Advisors, LLC History Reduced 2,022 210 0.0% 0.0% 922 -539 -21.05% Q3 2026 Oct 20, 2026
Clearbridge Investments, LLC History No change 1,853 210 0.0% 0.0% 921 0 0.0% Q2 2026 Aug 13, 2026
VIRTUS ADVISERS, LLC History No change 1,837 208 0.08% 0.08% 924 0 0.0% Q2 2026 Aug 11, 2026
Kendall Capital Management History No change 2,000 208 0.03% 0.04% 925 0 0.0% Q3 2026 Oct 23, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 1,832 208 0.03% 0.03% 926 0 0.0% Q2 2026 Aug 13, 2026
PROFUND ADVISORS LLC History Added to 1,987 206 0.01% 0.01% 927 +190 10.57% Q3 2026 Oct 28, 2026
HARBOUR INVESTMENTS, INC. History No change 1,807 205 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 12, 2026
Rothschild Wealth LLC History No change 1,786 203 0.02% 0.02% 929 0 0.0% Q2 2026 Aug 11, 2026
BRIGHTON JONES LLC History New 1,942 202 0.0% — 932 +1,942 New Q3 2026 Nov 03, 2026
CIGNA INVESTMENTS INC /NEW History No change 1,938 202 0.03% 0.03% 930 0 0.0% Q3 2026 Oct 19, 2026
Barnes Wealth Management Group, Inc History No change 1,779 202 0.09% 0.09% 931 0 0.0% Q2 2026 Jul 24, 2026
Rossby Financial, LCC History Added to 1,941 201 0.03% 0.03% 933 +529 37.46% Q3 2026 Nov 05, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History No change 1,761 200 0.01% 0.01% 934 0 0.0% Q2 2026 Jul 24, 2026
State of Wyoming History Reduced 1,888 196 0.02% 0.05% 935 -2,285 -54.76% Q3 2026 Oct 28, 2026
Manchester Capital Management LLC History Reduced 1,840 191 0.03% 0.03% 936 -1 -0.05% Q3 2026 Oct 22, 2026
BFC Planning, Inc. History No change 1,630 185 0.01% 0.01% 937 0 0.0% Q2 2026 Oct 29, 2026
Wealth Enhancement Trust Services, Inc. History Added to 1,771 184 0.02% 0.01% 938 +1,159 189.38% Q3 2026 Oct 07, 2026
Versant Capital Management, Inc History Added to 1,684 175 0.01% 0.01% 939 +405 31.67% Q3 2026 Oct 01, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 1,527 173 0.01% 0.01% 940 0 0.0% Q2 2026 Jul 24, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,658 172 0.04% 0.05% 941 0 0.0% Q3 2026 Nov 04, 2026
Cassaday & Co Wealth Management LLC History Added to 1,639 170 0.0% 0.0% 942 +396 31.86% Q3 2026 Oct 27, 2026
TIAA Wealth Investment Management LLC History No change 1,446 164 0.0% 0.0% 943 0 0.0% Q2 2026 Aug 10, 2026
Y.D. More Investments Ltd History Added to 1,495 155 0.0% — 944 +300 25.1% Q3 2026 Nov 02, 2026
PRIVATE TRUST CO NA History Added to 1,449 150 0.01% 0.01% 945 +26 1.83% Q3 2026 Oct 20, 2026
McMillan Office, Inc. History No change 1,252 142 0.02% 0.02% 946 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 1,345 139 0.02% 0.02% 947 0 0.0% Q3 2026 Nov 02, 2026
CVA Family Office, LLC History No change 1,202 136 0.01% 0.01% 948 0 0.0% Q2 2026 Aug 07, 2026
Basecamp Wealth Advisors LLC History No change 1,093 124 0.02% 0.02% 949 0 0.0% Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 1,167 121 0.01% 0.0% 950 +958 458.37% Q3 2026 Oct 22, 2026
WHITTIER TRUST CO History No change 1,011 120 0.0% 0.0% 951 0 0.0% Q2 2026 Jul 27, 2026
AMERIFLEX GROUP, INC. History No change 1,064 120 0.05% 0.05% 952 0 0.0% Q2 2026 Aug 13, 2026
MidFirst Bank History No change 1,020 115 0.01% 0.01% 953 0 0.0% Q2 2026 Aug 07, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Reduced 1,097 114 0.0% 0.01% 954 -500 -31.31% Q3 2026 Oct 21, 2026
Institute for Wealth Management, LLC. History No change 984 111 0.01% 0.01% 955 0 0.0% Q2 2026 Jul 28, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 1,036 107 0.01% 0.0% 956 +623 150.85% Q3 2026 Oct 29, 2026
MASECO LLP History Added to 1,011 105 0.0% 0.0% 957 +24 2.43% Q3 2026 Oct 27, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,006 104 0.0% 0.0% 958 -144 -12.52% Q3 2026 Oct 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,000 104 0.01% 0.01% 959 0 0.0% Q3 2026 Oct 14, 2026
Alpine Bank Wealth Management History No change 1,000 104 0.01% 0.01% 960 0 0.0% Q3 2026 Oct 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 906 103 0.0% 0.0% 961 0 0.0% Q2 2026 Jul 24, 2026
Kepler Cheuvreux (Suisse) SA History New 965 100 0.01% — 962 +965 New Q3 2026 Oct 20, 2026
EverSource Wealth Advisors, LLC History Reduced 952 99 0.0% 0.0% 963 -243 -20.33% Q3 2026 Nov 04, 2026
Caldwell Trust Co History Reduced 942 98 0.01% 0.01% 964 -81 -7.92% Q3 2026 Oct 30, 2026
TD Waterhouse Canada Inc. History Added to 874 92 0.0% 0.0% 965 +562 180.13% Q3 2026 Oct 16, 2026
Covestor Ltd History Reduced 835 87 0.06% 0.11% 968 -862 -50.8% Q3 2026 Oct 30, 2026
ALLIANZ SE History No change 770 87 0.0% 0.0% 966 0 0.0% Q2 2026 Aug 10, 2026
Axiom Investment Management LLC History No change 840 87 0.07% 0.06% 967 0 0.0% Q3 2026 Nov 03, 2026
Quest 10 Wealth Builders, Inc. History Added to 817 85 0.06% 0.05% 970 +306 59.88% Q3 2026 Nov 02, 2026
Winthrop Capital Management, LLC History No change 822 85 0.02% 0.02% 969 0 0.0% Q3 2026 Nov 05, 2026
Blue Trust, Inc. History Reduced 802 83 0.0% 0.0% 971 -38 -4.52% Q3 2026 Oct 15, 2026
Evolution Advisers, Inc. History No change 728 82 0.03% 0.03% 972 0 0.0% Q2 2026 Jul 31, 2026
Latitude Advisors, LLC History New 773 80 0.02% — 973 +773 New Q3 2026 Oct 27, 2026
FINANCIAL CONSULATE, INC History Added to 768 79 0.01% 0.01% 974 +10 1.32% Q3 2026 Oct 23, 2026
Aberdeen Wealth Management LLC History No change 703 79 0.04% 0.04% 975 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 677 76 0.0% 0.0% 976 0 0.0% Q2 2026 Aug 13, 2026
West Financial Advisors, LLC History No change 736 76 0.01% 0.01% 977 0 0.0% Q3 2026 Oct 22, 2026
Roble, Belko & Company, Inc History No change 660 75 0.01% 0.01% 978 0 0.0% Q2 2026 Jul 24, 2026
DUNCKER STREETT & CO INC History No change 700 72 0.01% 0.01% 979 0 0.0% Q3 2026 Oct 27, 2026
DT Investment Partners, LLC History No change 700 72 0.01% 0.01% 980 0 0.0% Q3 2026 Oct 27, 2026
CoreCap Advisors, LLC History Added to 688 71 0.0% 0.0% 982 +135 24.41% Q3 2026 Oct 08, 2026
CNB Bank History No change 628 71 0.03% 0.03% 981 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History Added to 665 69 0.0% 0.0% 984 +143 27.39% Q3 2026 Oct 27, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 669 69 0.01% 0.01% 983 -46 -6.43% Q3 2026 Oct 23, 2026
Curat Global, LLC History Reduced 660 68 0.06% 0.41% 985 -2,798 -80.91% Q3 2026 Oct 26, 2026
Kingdom Financial Group LLC. History Reduced 651 67 0.02% 0.02% 986 -33 -4.82% Q3 2026 Nov 04, 2026
SJS Investment Consulting Inc. History Reduced 642 66 0.01% 0.01% 988 -61 -8.68% Q3 2026 Oct 26, 2026
CYBER HORNET ETFs LLC History No change 583 66 0.04% 0.04% 987 0 0.0% Q2 2026 Aug 24, 2026
Regatta Research & Money Management History No change 581 66 0.06% 0.06% 989 0 0.0% Q2 2026 Aug 11, 2026
Root Financial Partners, LLC History New 630 65 0.0% — 990 +630 New Q3 2026 Oct 21, 2026
Heritage Wealth Advisors History No change 563 64 0.0% 0.0% 991 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 559 63 0.01% 0.01% 992 0 0.0% Q2 2026 Jul 17, 2026
Security National Bank History No change 600 62 0.01% 0.01% 993 0 0.0% Q3 2026 Oct 26, 2026
North Star Investment Management Corp. History Reduced 587 61 0.0% 0.0% 994 -5 -0.84% Q3 2026 Oct 27, 2026
Bogart Wealth, LLC History No change 528 60 0.0% 0.0% 995 0 0.0% Q2 2026 Jul 24, 2026
Cromwell Holdings LLC History Added to 563 58 0.03% 0.03% 996 +28 5.23% Q3 2026 Oct 28, 2026
JFS WEALTH ADVISORS, LLC History No change 538 55 0.0% 0.0% 997 0 0.0% Q3 2026 Nov 03, 2026
Main Street Group, LTD History Reduced 520 54 0.01% 0.05% 998 -1,400 -72.92% Q3 2026 Oct 28, 2026
Sachetta, LLC History No change 478 54 0.03% 0.03% 999 0 0.0% Q2 2026 Jul 15, 2026
GW&K Investment Management, LLC History No change 460 52 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors, Ltd. LLC History Added to 460 48 0.0% 0.0% 1001 +260 130.0% Q3 2026 Oct 27, 2026
Bullock Wealth Management Group History Added to 452 47 0.02% 0.02% 1003 +3 0.67% Q3 2026 Oct 09, 2026
Quent Capital, LLC History No change 419 47 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 408 45 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 415 43 0.0% 0.0% 1005 0 0.0% Q3 2026 Nov 04, 2026
Silvant Capital Management LLC History No change 381 43 0.0% 0.0% 1006 0 0.0% Q2 2026 Aug 11, 2026
Transce3nd, LLC History Added to 404 41 0.04% 0.05% 1008 +347 608.77% Q3 2026 Oct 26, 2026
Clearstead Trust, LLC History No change 362 41 0.01% 0.01% 1007 0 0.0% Q2 2026 Aug 06, 2026
Signature Resources Capital Management, LLC History No change 366 38 0.02% 0.02% 1009 0 0.0% Q3 2026 Oct 16, 2026
Keating Financial Advisory Services, Inc. History No change 342 38 0.01% 0.01% 1010 0 0.0% Q2 2026 Aug 11, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 328 37 0.0% 0.0% 1011 0 0.0% Q2 2026 Oct 30, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 330 37 0.01% 0.01% 1012 0 0.0% Q2 2026 Aug 07, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 355 36 0.0% 0.0% 1016 +11 3.2% Q3 2026 Oct 28, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 350 36 0.01% 0.01% 1013 0 0.0% Q3 2026 Oct 19, 2026
Bangor Savings Bank History No change 350 36 0.0% 0.0% 1014 0 0.0% Q3 2026 Oct 06, 2026
Clean Yield Group History No change 351 36 0.01% 0.01% 1015 0 0.0% Q3 2026 Oct 28, 2026
Ashurst Perkins Coie Trust Co History No change 345 35 0.01% 0.01% 1017 0 0.0% Q3 2026 Oct 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 289 32 0.0% 0.0% 1018 0 0.0% Q2 2026 Jul 31, 2026
Bank & Trust Co History No change 314 32 0.02% 0.02% 1019 0 0.0% Q3 2026 Oct 07, 2026
Trust Co History Added to 299 31 0.0% — 1020 +295 7375.0% Q3 2026 Oct 09, 2026
Canton Hathaway, LLC History No change 300 31 0.01% 0.01% 1021 0 0.0% Q3 2026 Oct 23, 2026
WealthCollab, LLC History No change 271 30 0.01% 0.01% 1022 0 0.0% Q2 2026 Aug 10, 2026
True Wealth Design, LLC History Added to 286 29 0.01% 0.01% 1023 +60 26.55% Q3 2026 Oct 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 273 28 0.01% 0.0% 1025 +173 173.0% Q3 2026 Oct 07, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 254 28 0.01% 0.01% 1024 0 0.0% Q2 2026 Aug 07, 2026
Essential Partners LLC History Reduced 260 27 0.01% 0.02% 1027 -37 -12.46% Q3 2026 Oct 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 262 27 0.0% 0.0% 1026 0 0.0% Q3 2026 Oct 27, 2026
CITY HOLDING CO History Added to 252 26 0.0% 0.0% 1029 +210 500.0% Q3 2026 Oct 19, 2026
Silver Grove Financial Group, Inc. History Added to 255 26 0.01% 0.01% 1030 +9 3.66% Q3 2026 Nov 05, 2026
FIRST FINANCIAL CORP /IN/ History No change 250 26 0.01% 0.01% 1028 0 0.0% Q3 2026 Oct 13, 2026
Lloyd Advisory Services, LLC. History Added to 250 25 0.01% 0.01% 1031 +112 81.16% Q3 2026 Nov 02, 2026
Rosenberg Matthew Hamilton History No change 242 25 0.0% 0.01% 1032 0 0.0% Q3 2026 Oct 05, 2026
MONTAG A & ASSOCIATES INC History Added to 232 24 0.0% 0.0% 1033 +92 65.71% Q3 2026 Oct 29, 2026
Addison Advisors LLC History No change 213 24 0.01% 0.01% 1034 0 0.0% Q2 2026 Aug 10, 2026
Smallwood Wealth Investment Management, LLC History Reduced 221 22 0.01% 0.02% 1038 -205 -48.12% Q3 2026 Oct 30, 2026
MONETARY MANAGEMENT GROUP INC History No change 200 22 0.0% 0.0% 1035 0 0.0% Q2 2026 Aug 12, 2026
Strategic Wealth Partners, Ltd. History No change 195 22 0.0% 0.0% 1036 0 0.0% Q2 2026 Aug 12, 2026
Bank of New Hampshire History No change 220 22 0.0% 0.01% 1037 0 0.0% Q3 2026 Oct 06, 2026
Avanza Fonder AB History No change 217 22 0.0% 0.0% 1039 0 0.0% Q3 2026 Oct 13, 2026
Heritage Family Offices, LLP History New 205 21 0.01% — 1044 +205 New Q3 2026 Nov 02, 2026
Private Wealth Management Group, LLC History Added to 203 21 0.0% 0.0% 1043 +57 39.04% Q3 2026 Oct 19, 2026
Smithfield Trust Co History No change 185 21 0.0% 0.0% 1040 0 0.0% Q2 2026 Aug 05, 2026
Crewe Advisors LLC History No change 191 21 0.0% 0.0% 1041 0 0.0% Q2 2026 Jul 23, 2026
Salomon & Ludwin, LLC History No change 205 21 0.0% 0.0% 1042 0 0.0% Q3 2026 Oct 29, 2026
EASTERN BANK History Reduced 200 20 0.0% 0.0% 1045 -7 -3.38% Q3 2026 Oct 05, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 195 20 0.0% 0.0% 1048 +1 0.52% Q3 2026 Oct 19, 2026
UNION SAVINGS BANK History No change 200 20 0.01% 0.01% 1046 0 0.0% Q3 2026 Oct 14, 2026
Accordant Advisory Group Inc History No change 200 20 0.01% 0.01% 1047 0 0.0% Q3 2026 Oct 29, 2026
Bruce G. Allen Investments, LLC History No change 171 19 0.01% 0.01% 1049 0 0.0% Q2 2026 Jul 31, 2026
John Boyer, Inc. History New 180 18 0.01% — 1055 +180 New Q3 2026 Oct 27, 2026
UMB Private Wealth Management, LLC History New 177 18 0.02% — 1056 +177 New Q3 2026 Oct 19, 2026
Plante Moran Financial Advisors, LLC History Reduced 174 18 0.0% 0.0% 1052 -4 -2.25% Q3 2026 Nov 04, 2026
LANARK FINANCIAL, INC. History No change 174 18 0.0% 0.0% 1050 0 0.0% Q3 2026 Oct 26, 2026
FIRST UNITED BANK & TRUST History No change 175 18 0.01% 0.01% 1051 0 0.0% Q3 2026 Oct 22, 2026
Physician Wealth Advisors, Inc. History No change 174 18 0.0% 0.0% 1053 0 0.0% Q3 2026 Oct 20, 2026
Dorato Capital Management History No change 175 18 0.01% 0.01% 1054 0 0.0% Q3 2026 Oct 08, 2026
GK Wealth Management LLC History New 171 17 0.01% — 1059 +171 New Q3 2026 Oct 09, 2026
Leonteq Securities AG History Reduced 171 17 0.0% 0.0% 1057 -109 -38.93% Q3 2026 Oct 29, 2026
Godfrey Financial Associates, Inc. History No change 152 17 0.01% 0.01% 1058 0 0.0% Q2 2026 Aug 11, 2026
Vanguard National Trust Co History No change 139 15 0.0% 0.0% 1060 0 0.0% Q2 2026 Aug 13, 2026
Hilltop National Bank History No change 150 15 0.0% 0.0% 1061 0 0.0% Q3 2026 Oct 14, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 137 14 0.0% 0.0% 1063 +40 41.24% Q3 2026 Oct 13, 2026
Fortitude Family Office, LLC History Added to 135 14 0.0% 0.0% 1066 +17 14.41% Q3 2026 Oct 14, 2026
Raleigh Capital Management Inc. History Reduced 139 14 0.0% 0.01% 1064 -16 -10.32% Q3 2026 Oct 28, 2026
MANNING & NAPIER ADVISORS LLC History No change 128 14 0.0% 0.0% 1062 0 0.0% Q2 2026 Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 125 14 0.0% 0.0% 1065 0 0.0% Q2 2026 Jul 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 133 13 0.0% — 1068 +133 New Q3 2026 Oct 16, 2026
Continuum Advisory, LLC History No change 122 13 0.0% 0.0% 1067 0 0.0% Q2 2026 Aug 06, 2026
Balance Wealth Partners LLC History New 123 12 0.0% — 1073 +123 New Q3 2026 Oct 27, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Added to 118 12 0.01% 0.0% 1071 +31 35.63% Q3 2026 Nov 04, 2026
S&T BANK/PA History No change 107 12 0.0% 0.0% 1069 0 0.0% Q2 2026 Aug 12, 2026
Marquette Asset Management, LLC History No change 118 12 0.0% 0.0% 1070 0 0.0% Q3 2026 Oct 09, 2026
Wilkerson Advisory Group LLC History No change 116 12 0.0% 0.0% 1072 0 0.0% Q3 2026 Oct 20, 2026
Pathway Financial Advisers, LLC History New 110 11 0.0% — 1075 +110 New Q3 2026 Oct 26, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 103 11 0.0% 0.0% 1074 0 0.0% Q2 2026 Jul 22, 2026
GoalVest Advisory LLC History New 105 10 0.0% — 1085 +105 New Q3 2026 Oct 02, 2026
FIRST HORIZON CORP History No change 100 10 0.0% 0.0% 1076 0 0.0% Q3 2026 Oct 26, 2026
MCDONALD PARTNERS LLC History No change 100 10 0.0% 0.0% 1077 0 0.0% Q3 2026 Nov 03, 2026
Eukles Asset Management History No change 100 10 0.0% 0.0% 1078 0 0.0% Q3 2026 Nov 04, 2026
Mascoma Wealth Management LLC History No change 100 10 0.0% 0.0% 1079 0 0.0% Q3 2026 Oct 23, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 100 10 0.0% 0.0% 1080 0 0.0% Q3 2026 Oct 14, 2026
Sawyer & Company, Inc History No change 100 10 0.0% 0.0% 1081 0 0.0% Q3 2026 Oct 21, 2026
SHP Wealth Management History No change 94 10 0.0% 0.0% 1082 0 0.0% Q2 2026 Aug 11, 2026
Advantage Trust Co History No change 100 10 0.0% 0.0% 1083 0 0.0% Q3 2026 Oct 19, 2026
Cornerstone Financial Management LLC History No change 88 10 0.01% 0.01% 1084 0 0.0% Q2 2026 Aug 28, 2026
Cape Investment Advisory, Inc. History Added to 90 9 0.0% 0.0% 1088 +12 15.38% Q3 2026 Oct 13, 2026
MEEDER ASSET MANAGEMENT INC History No change 80 9 0.0% 0.0% 1086 0 0.0% Q2 2026 Aug 07, 2026
Kemnay Advisory Services Inc. History No change 86 9 0.0% 0.0% 1087 0 0.0% Q2 2026 Aug 14, 2026
Millstone Evans Group, LLC History No change 83 9 0.0% 0.0% 1089 0 0.0% Q2 2026 Aug 11, 2026
Valued Wealth Advisors LLC History Added to 78 8 0.0% 0.0% 1093 +5 6.85% Q3 2026 Nov 05, 2026
Caitong International Asset Management Co., Ltd History Reduced 86 8 0.0% 0.0% 1092 -2 -2.27% Q3 2026 Oct 29, 2026
First Pacific Financial History Added to 80 8 0.0% 0.0% 1091 +1 1.27% Q3 2026 Oct 14, 2026
Osbon Capital Management LLC History No change 75 8 0.01% 0.01% 1090 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 70 7 0.0% 0.0% 1094 0 0.0% Q3 2026 Nov 02, 2026
Bell Investment Advisors, Inc History No change 69 7 0.0% 0.0% 1095 0 0.0% Q3 2026 Oct 28, 2026
Coston, McIsaac & Partners History No change 63 7 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 12, 2026
Rialto Wealth Management, LLC History No change 62 7 0.0% 0.0% 1097 0 0.0% Q2 2026 Aug 11, 2026
Montgomery Financial Services LLC History No change 75 7 0.01% 0.01% 1098 0 0.0% Q3 2026 Nov 03, 2026
Provenance Wealth Advisors, LLC History New 64 6 0.0% — 1105 +64 New Q3 2026 Oct 30, 2026
Aspect Partners, LLC History Reduced 64 6 0.0% 0.0% 1101 -34 -34.69% Q3 2026 Oct 20, 2026
Signature Equity Partners, LLC History Added to 58 6 0.0% 0.0% 1102 +18 45.0% Q3 2026 Oct 29, 2026
JNBA Financial Advisors History No change 61 6 0.0% 0.0% 1099 0 0.0% Q3 2026 Nov 03, 2026
City State Bank History No change 65 6 0.0% 0.0% 1100 0 0.0% Q3 2026 Oct 20, 2026
Medallion Wealth Advisors, LLC History No change 53 6 0.0% 0.0% 1103 0 0.0% Q2 2026 Aug 14, 2026
Owl Creek Wealth Partners LLC History No change 65 6 0.0% 0.0% 1104 0 0.0% Q3 2026 Oct 20, 2026
Clayton Financial Group LLC History New 53 5 0.0% — 1112 +53 New Q3 2026 Oct 13, 2026
WPG Advisers, LLC History Added to 50 5 0.0% 0.0% 1111 +17 51.52% Q3 2026 Oct 27, 2026
MOTCO History No change 44 5 0.0% 0.0% 1106 0 0.0% Q2 2026 Jul 31, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 48 5 0.0% 0.0% 1107 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 52 5 0.0% 0.0% 1108 0 0.0% Q2 2026 Aug 10, 2026
Avion Wealth History No change 51 5 0.0% 0.0% 1109 0 0.0% Q3 2026 Nov 03, 2026
VSM Wealth Advisory, LLC History No change 53 5 0.0% 0.0% 1110 0 0.0% Q2 2026 Jul 22, 2026
NFSG Corp History Reduced 42 4 0.0% 0.02% 1119 -1,550 -97.36% Q3 2026 Oct 15, 2026
Spire Wealth Management History Reduced 45 4 0.0% 0.0% 1118 -258 -85.15% Q3 2026 Oct 30, 2026
Ares Financial Consulting, LLC History New 43 4 0.0% — 1124 +43 New Q3 2026 Oct 19, 2026
Retirement Wealth Solutions LLC History Added to 40 4 0.0% 0.0% 1123 +8 25.0% Q3 2026 Oct 07, 2026
Creative Capital Management Investments LLC History Added to 43 4 0.0% 0.0% 1121 +7 19.44% Q3 2026 Oct 27, 2026
Bay Harbor Wealth Management, LLC History Added to 46 4 0.0% 0.0% 1117 +6 15.0% Q3 2026 Nov 03, 2026
Altshuler Shaham Ltd History No change 41 4 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 39 4 0.0% 0.0% 1114 0 0.0% Q2 2026 Aug 14, 2026
Riverview Trust Co History No change 36 4 0.0% 0.0% 1115 0 0.0% Q2 2026 Jul 31, 2026
Grove Bank & Trust History No change 47 4 0.0% 0.0% 1116 0 0.0% Q3 2026 Oct 08, 2026
Lodestone Wealth Management LLC History No change 47 4 0.0% 0.0% 1120 0 0.0% Q3 2026 Oct 14, 2026
JPL Wealth Management, LLC History No change 43 4 0.0% 0.0% 1122 0 0.0% Q2 2026 Aug 13, 2026
Laurel Wealth Advisors LLC History New 31 3 0.0% — 1132 +31 New Q3 2026 Oct 27, 2026
Financial Network Wealth Advisors LLC History Added to 33 3 0.0% 0.0% 1128 +18 120.0% Q3 2026 Oct 27, 2026
Advocate Investing Services LLC History Added to 37 3 0.0% 0.0% 1130 +1 2.78% Q3 2026 Oct 26, 2026
Darwin Wealth Management, LLC History No change 26 3 0.0% 0.0% 1125 0 0.0% Q2 2026 Jul 21, 2026
Piscataqua Savings Bank History No change 33 3 0.0% 0.0% 1126 0 0.0% Q3 2026 Oct 21, 2026
POM Investment Strategies, LLC History No change 31 3 0.0% 0.0% 1127 0 0.0% Q3 2026 Oct 20, 2026
IMG Wealth Management, Inc. History No change 29 3 0.0% 0.0% 1129 0 0.0% Q3 2026 Oct 26, 2026
Allied Private Wealth LLC History No change 33 3 0.0% 0.0% 1131 0 0.0% Q2 2026 Jul 09, 2026
KFG LLC History New 24 2 0.0% — 1149 +24 New Q3 2026 Nov 02, 2026
CULLEN/FROST BANKERS, INC. History New 21 2 0.0% — 1148 +21 New Q3 2026 Oct 28, 2026
Hughes Financial Services, LLC History Reduced 22 2 0.0% 0.0% 1146 -4 -15.38% Q3 2026 Oct 30, 2026
Financial Management Professionals, Inc. History No change 27 2 0.0% 0.0% 1133 0 0.0% Q3 2026 Oct 23, 2026
Winch Advisory Services, LLC History No change 24 2 0.0% 0.0% 1134 0 0.0% Q2 2026 Aug 06, 2026
Penserra Capital Management LLC History No change 18 2 0.0% 0.0% 1135 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 19 2 0.0% 0.0% 1136 0 0.0% Q2 2026 Jul 27, 2026
Princeton Global Asset Management LLC History No change 20 2 0.0% 0.0% 1137 0 0.0% Q3 2026 Oct 21, 2026
CBIZ Investment Advisory Services, LLC History No change 28 2 0.0% 0.0% 1138 0 0.0% Q2 2026 Aug 13, 2026
Western Pacific Wealth Management, LP History No change 25 2 0.0% 0.0% 1139 0 0.0% Q3 2026 Oct 16, 2026
DiNuzzo Private Wealth, Inc. History No change 27 2 0.0% 0.0% 1140 0 0.0% Q3 2026 Oct 15, 2026
WEST PACES ADVISORS INC. History No change 24 2 0.0% 0.0% 1141 0 0.0% Q3 2026 Oct 13, 2026
Bare Financial Services, Inc History No change 28 2 0.0% 0.0% 1142 0 0.0% Q3 2026 Nov 04, 2026
Glen Eagle Advisors, LLC History No change 26 2 0.0% 0.0% 1143 0 0.0% Q2 2026 Aug 14, 2026
Principia Wealth Advisory, LLC History No change 24 2 0.0% 0.0% 1144 0 0.0% Q2 2026 Aug 26, 2026
Synergy Investment Management, LLC History No change 19 2 0.0% 0.0% 1145 0 0.0% Q2 2026 Aug 14, 2026
Kilter Group LLC History No change 20 2 0.0% 0.0% 1147 0 0.0% Q2 2026 Aug 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 18 1 0.0% 0.01% 1150 -245 -93.16% Q3 2026 Oct 14, 2026
Key Capital Management, INC History Reduced 18 1 0.0% 0.0% 1165 -25 -58.14% Q3 2026 Nov 03, 2026
Mosley Wealth Management History New 19 1 0.0% — 1171 +19 New Q3 2026 Oct 16, 2026
COUNTRY TRUST BANK History New 18 1 0.0% — 1169 +18 New Q3 2026 Oct 30, 2026
BFSG, LLC History New 15 1 0.0% — 1170 +15 New Q3 2026 Oct 30, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 10 1 0.0% — 1172 +10 New Q3 2026 Oct 15, 2026
Nvest Wealth Strategies, Inc. History Added to 16 1 0.0% — 1164 +8 100.0% Q3 2026 Oct 14, 2026
Activest Wealth Management History Added to 15 1 0.0% 0.0% 1155 +2 15.38% Q3 2026 Oct 15, 2026
American Capital Advisory, LLC History Added to 13 1 0.0% 0.0% 1159 +1 8.33% Q3 2026 Oct 28, 2026
Planning Strategies Inc. History Added to 19 1 0.0% 0.0% 1167 +1 5.56% Q3 2026 Oct 02, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 15 1 0.0% 0.0% 1151 0 0.0% Q2 2026 Aug 05, 2026
Indiana Trust & Investment Management Co History No change 17 1 0.0% 0.0% 1152 0 0.0% Q3 2026 Oct 22, 2026
Transamerica Financial Advisors, LLC History No change 12 1 0.0% 0.0% 1153 0 0.0% Q2 2026 Aug 14, 2026
ACIMA PRIVATE WEALTH, LLC History No change 17 1 0.0% 0.0% 1154 0 0.0% Q3 2026 Oct 05, 2026
Gould Capital, LLC History No change 14 1 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Co / SC History No change 14 1 0.0% 0.0% 1157 0 0.0% Q2 2026 Aug 11, 2026
Tidemark, LLC History No change 9 1 0.0% 0.0% 1158 0 0.0% Q2 2026 Aug 10, 2026
LRI Investments, LLC History No change 11 1 0.0% 0.0% 1160 0 0.0% Q2 2026 Jul 14, 2026
HFM Investment Advisors, LLC History No change 17 1 0.0% 0.0% 1161 0 0.0% Q2 2026 Aug 04, 2026
Burk Holdings LLC History No change 11 1 0.0% 0.0% 1162 0 0.0% Q3 2026 Nov 04, 2026
Networth Advisors, LLC History No change 12 1 0.0% 0.0% 1163 0 0.0% Q3 2026 Nov 03, 2026
1015 Capital Partners, LLC History No change 10 1 0.0% 0.0% 1166 0 0.0% Q2 2026 Jul 21, 2026
James T. Borello RIA History No change 17 1 0.0% 0.0% 1168 0 0.0% Q3 2026 Oct 16, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.05% — -22,806 -100.0% Q3 2026 Oct 16, 2026
HARTLINE INVESTMENT CORP/ History Closed out 0 0 — 0.07% — -7,070 -100.0% Q3 2026 Oct 29, 2026
Abel Hall, LLC History Closed out 0 0 — 0.08% — -4,191 -100.0% Q3 2026 Oct 19, 2026
Curbstone Financial Management Corp History Closed out 0 0 — 0.08% — -4,050 -100.0% Q3 2026 Oct 21, 2026
Machina Capital S.A.S. History Closed out 0 0 — 0.07% — -3,840 -100.0% Q3 2026 Nov 05, 2026
Birch Capital Management, LLC History Closed out 0 0 — 0.2% — -3,561 -100.0% Q3 2026 Oct 27, 2026
Sound Financial Strategies Group, LLC History Closed out 0 0 — 0.23% — -3,151 -100.0% Q3 2026 Oct 30, 2026
WBH ADVISORY INC History Closed out 0 0 — 0.02% — -2,751 -100.0% Q3 2026 Nov 04, 2026
Turtle Creek Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -2,299 -100.0% Q3 2026 Oct 15, 2026
Lewis Asset Management, LLC History Closed out 0 0 — 0.08% — -2,056 -100.0% Q3 2026 Oct 13, 2026
Triad Wealth Partners, LLC History Closed out 0 0 — 0.01% — -1,979 -100.0% Q3 2026 Oct 26, 2026
ABC ARBITRAGE SA History Closed out 0 0 — 0.02% — -1,914 -100.0% Q3 2026 Oct 23, 2026
Csenge Advisory Group History Closed out 0 0 — 0.01% — -1,913 -100.0% Q3 2026 Nov 04, 2026
Phoenix Wealth Advisors History Closed out 0 0 — 0.07% — -1,885 -100.0% Q3 2026 Nov 02, 2026
Sowell Financial Services LLC History Closed out 0 0 — 0.01% — -1,870 -100.0% Q3 2026 Oct 23, 2026
CENTRAL VALLEY ADVISORS, LLC History Closed out 0 0 — 0.05% — -1,833 -100.0% Q3 2026 Oct 27, 2026
YHB Investment Advisors, Inc. History Closed out 0 0 — 0.01% — -1,824 -100.0% Q3 2026 Oct 08, 2026
Portside Wealth Group, LLC History Closed out 0 0 — 0.02% — -1,805 -100.0% Q3 2026 Oct 20, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.14% — -1,793 -100.0% Q3 2026 Nov 05, 2026
Allen Mooney & Barnes Investment Advisors LLC History Closed out 0 0 — 0.03% — -1,775 -100.0% Q3 2026 Oct 08, 2026
WESBANCO BANK INC History Closed out 0 0 — 0.0% — -1,769 -100.0% Q3 2026 Nov 04, 2026
S.A. Mason LLC History Closed out 0 0 — 0.03% — -885 -100.0% Q3 2026 Oct 13, 2026
FNY Investment Advisers, LLC History Closed out 0 0 — 0.03% — -700 -100.0% Q3 2026 Oct 16, 2026
Friedenthal Financial History Closed out 0 0 — 0.04% — -683 -100.0% Q3 2026 Oct 27, 2026
LifeSteps Financial, Inc. History Closed out 0 0 — 0.03% — -600 -100.0% Q3 2026 Oct 15, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -484 -100.0% Q3 2026 Oct 15, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.0% — -150 -100.0% Q3 2026 Nov 05, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2026 Oct 16, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -27 -100.0% Q3 2026 Oct 13, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2026 Oct 20, 2026
Nemes Rush Group LLC History Closed out 0 0 — 0.0% — -16 -100.0% Q3 2026 Nov 04, 2026
ALBION FINANCIAL GROUP /UT History New 8 0 — — — +8 New Q3 2026 Oct 21, 2026
William Mack & Associates, Inc. History New 7 0 — — — +7 New Q3 2026 Oct 27, 2026
NBH Bank History New 6 0 — — — +6 New Q3 2026 Nov 05, 2026
Navigoe, LLC History Closed out 0 0 — — — -6 -100.0% Q3 2026 Nov 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 5 0 — — — +5 New Q3 2026 Oct 28, 2026
Sunrise Financial Services, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 21, 2026
GODSEY & GIBB, INC History New 3 0 — — — +3 New Q3 2026 Oct 14, 2026
DecisionPoint Financial, LLC History Added to 5 0 — — — +1 25.0% Q3 2026 Oct 27, 2026
RHL GROUP, LLC History New 1 0 — — — +1 New Q3 2026 Nov 03, 2026
BIRCH FINANCIAL GROUP, 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
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
WestEnd Advisors, LLC History No change 7 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Battery Global Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Oakworth Capital, Inc. History No change 5 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
NVWM, LLC History No change 6 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
Banque Cantonale Vaudoise History No change 2,252 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Morton Brown Family Wealth, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Dunhill Financial, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
United Community Bank History No change 6 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Rakuten Securities, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
Caitlin John, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Seneschal Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Aventura Private Wealth, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Strive Financial Group ,LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
Highland Investment Advisors LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026