TC ENERGY CORP - TRP

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
ROYAL BANK OF CANADA History No change 82,305,345 5,456,021 0.81% 0.81% 1 0 0.0% Q2 2026 Aug 14, 2026
Capital Research Global Investors History No change 43,524,159 2,883,026 0.4% 0.4% 2 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 37,626,213 2,489,204 0.82% 0.82% 3 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 29,943,371 1,982,909 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 27,885,160 1,846,623 1.33% 1.33% 5 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 21,169,476 1,403,324 0.12% 0.12% 6 0 0.0% Q2 2026 Aug 14, 2026
1832 Asset Management L.P. History No change 20,499,907 1,358,938 0.68% 0.68% 7 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 17,356,583 1,148,244 0.64% 0.64% 8 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 12,194,884 1,145,343 1.15% 1.15% 9 0 0.0% Q2 2026 Aug 13, 2026
GQG Partners LLC History No change 16,736,302 1,107,935 2.06% 2.06% 10 0 0.0% Q2 2026 Aug 12, 2026
TD ASSET MANAGEMENT INC History No change 16,134,910 1,068,116 0.93% 0.93% 11 0 0.0% Q2 2026 Aug 04, 2026
CIBC WORLD MARKET INC. History No change 16,080,835 1,063,974 1.71% 1.71% 12 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 15,821,521 1,048,808 0.3% 0.3% 13 0 0.0% Q2 2026 Aug 07, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 14,781,669 977,975 1.85% 1.85% 14 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 11,805,911 802,304 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 10,619,936 695,799 1.83% 1.83% 16 0 0.0% Q2 2026 Jul 27, 2026
NORGES BANK History No change 10,444,457 690,964 0.07% 0.07% 17 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 10,054,565 661,436 0.47% 0.47% 18 0 0.0% Q2 2026 Aug 10, 2026
Clearbridge Investments, LLC History No change 9,428,111 624,989 0.52% 0.52% 19 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 9,230,853 611,285 0.13% 0.13% 20 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 8,645,373 592,208 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 12, 2026
SCOTIA CAPITAL INC. History No change 8,944,435 591,539 2.21% 2.21% 22 0 0.0% Q2 2026 Aug 11, 2026
CIBC Asset Management Inc History No change 8,815,178 584,074 1.28% 1.28% 23 0 0.0% Q2 2026 Aug 03, 2026
Vanguard Global Advisers, LLC History No change 7,990,253 529,130 0.25% 0.25% 24 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 7,849,214 519,611 0.11% 0.11% 25 0 0.0% Q2 2026 Aug 14, 2026
Capital World Investors History No change 7,626,368 505,349 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 7,419,209 489,773 1.5% 1.5% 27 0 0.0% Q2 2026 Aug 13, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History No change 7,294,330 483,541 4.92% 4.92% 28 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 7,048,163 466,337 0.54% 0.54% 29 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 6,467,261 428,714 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 5,491,844 362,981 0.28% 0.28% 31 0 0.0% Q2 2026 Sep 09, 2026
AMERICAN CENTURY COMPANIES INC History No change 5,430,262 359,607 0.16% 0.16% 32 0 0.0% Q2 2026 Aug 12, 2026
DODGE & COX History No change 5,034,800 333,756 0.17% 0.17% 33 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 4,955,656 328,510 0.08% 0.08% 34 0 0.0% Q2 2026 Aug 11, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 4,755,014 314,611 3.01% 3.01% 35 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 4,729,846 313,541 0.37% 0.37% 36 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 4,512,114 298,788 0.45% 0.45% 37 0 0.0% Q2 2026 Aug 12, 2026
MUFG SECURITIES (CANADA), LTD. History No change 4,473,642 295,781 7.97% 7.97% 38 0 0.0% Q2 2026 Aug 12, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 4,288,745 283,911 0.4% 0.4% 39 0 0.0% Q2 2026 Aug 14, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History No change 4,140,461 273,916 1.74% 1.74% 40 0 0.0% Q2 2026 Aug 07, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History No change 3,922,519 260,023 5.1% 5.1% 41 0 0.0% Q2 2026 Aug 11, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 3,614,540 239,123 1.5% 1.5% 42 0 0.0% Q2 2026 Aug 13, 2026
Capital International Investors History No change 3,539,679 235,169 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 3,509,002 232,611 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 3,365,201 222,201 0.12% 0.12% 45 0 0.0% Q2 2026 Aug 11, 2026
SIG North Trading, ULC History No change 3,300,315 218,777 4.03% 4.03% 46 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 3,118,864 206,466 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 2,902,887 192,432 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 2,759,365 189,068 0.34% 0.34% 49 0 0.0% Q2 2026 Aug 13, 2026
FEDERATED HERMES, INC. History No change 2,851,043 188,995 0.27% 0.27% 50 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 2,793,500 185,181 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 07, 2026
Alberta Investment Management Corp History No change 2,639,307 174,606 0.98% 0.98% 52 0 0.0% Q2 2026 Aug 06, 2026
Cardinal Capital Management, Inc. History No change 2,553,583 168,773 4.08% 4.08% 53 0 0.0% Q2 2026 Jul 10, 2026
Beutel, Goodman & Co Ltd. History No change 2,288,376 151,488 1.11% 1.11% 54 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 2,195,595 145,396 0.1% 0.1% 55 0 0.0% Q2 2026 Aug 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 2,150,666 142,066 1.05% 1.05% 56 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,993,589 132,156 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 1,986,927 131,703 0.99% 0.99% 58 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,964,802 130,327 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 1,958,365 129,482 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 1,898,729 125,866 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,878,251 124,481 0.03% 0.03% 62 0 0.0% Q2 2026 Sep 23, 2026
Nuveen, LLC History No change 1,824,745 120,797 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 1,802,736 119,503 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 1,766,557 116,899 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 1,718,093 113,709 0.05% 0.05% 66 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History No change 1,362,629 109,202 0.42% 0.42% 67 0 0.0% Q2 2026 Aug 10, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 1,547,057 102,554 0.97% 0.97% 68 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 1,474,215 97,725 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 1,475,402 97,710 0.09% 0.09% 70 0 0.0% Q2 2026 Aug 06, 2026
Jupiter Topco LLC History No change 1,446,296 95,888 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 14, 2026
BROOKFIELD Corp /ON/ History No change 1,443,880 95,714 0.12% 0.12% 72 0 0.0% Q2 2026 Aug 14, 2026
Blackstone Inc. History No change 1,395,552 92,511 0.28% 0.28% 73 0 0.0% Q2 2026 Aug 14, 2026
Blue Sparrow, LLC /DE History No change 1,310,000 86,839 0.84% 0.84% 74 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 1,286,930 84,917 0.14% 0.14% 75 0 0.0% Q2 2026 Aug 13, 2026
MILLER HOWARD INVESTMENTS INC /NY History No change 1,270,274 84,206 2.23% 2.23% 76 0 0.0% Q2 2026 Jul 31, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History No change 1,245,800 82,584 3.7% 3.7% 77 0 0.0% Q2 2026 Jul 28, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,245,317 82,552 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 1,244,456 82,315 1.41% 1.41% 79 0 0.0% Q2 2026 Jul 30, 2026
Addenda Capital Inc. History No change 848,757 80,460 2.19% 2.19% 80 0 0.0% Q2 2026 Jul 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 1,200,500 79,472 0.09% 0.09% 81 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 1,161,704 77,009 0.01% 0.01% 82 0 0.0% Q2 2026 Sep 02, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 1,097,794 72,625 0.19% 0.19% 83 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 1,046,144 69,253 0.21% 0.21% 84 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 1,037,910 68,732 0.17% 0.17% 85 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 989,000 65,431 0.09% 0.09% 86 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 973,124 64,508 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 06, 2026
LPL Financial LLC History No change 963,177 63,849 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 938,678 62,224 0.28% 0.28% 89 0 0.0% Q2 2026 Aug 11, 2026
AVIVA PLC History No change 910,174 60,173 0.09% 0.09% 90 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 861,825 57,130 0.04% 0.04% 91 0 0.0% Q2 2026 Aug 14, 2026
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd History No change 605,977 56,913 5.59% 5.59% 92 0 0.0% Q2 2026 Jul 24, 2026
OMERS ADMINISTRATION Corp History No change 849,933 56,264 0.34% 0.34% 93 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 847,242 56,163 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 819,804 54,344 4.51% 4.51% 95 0 0.0% Q2 2026 Aug 11, 2026
NEOS Investment Management LLC History No change 776,001 51,370 0.19% 0.19% 96 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History No change 762,754 50,460 0.16% 0.16% 97 0 0.0% Q2 2026 Aug 03, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 523,931 48,891 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 03, 2026
FIRST TRUST ADVISORS LP History No change 727,629 48,221 0.03% 0.03% 99 0 0.0% Q2 2026 Aug 11, 2026
M&G Plc History No change 680,856 44,936 0.22% 0.22% 100 0 0.0% Q2 2026 Aug 06, 2026
Fractal Investments LLC History No change 670,000 44,414 5.12% 5.12% 101 0 0.0% Q2 2026 Jul 23, 2026
BESSEMER GROUP INC History No change 651,000 43,048 0.06% 0.06% 102 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 522,800 42,945 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 14, 2026
Scheer, Rowlett & Associates Investment Management Ltd. History No change 641,071 42,410 3.05% 3.05% 104 0 0.0% Q2 2026 Aug 12, 2026
VAN ECK ASSOCIATES CORP History No change 636,863 42,217 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 14, 2026
Energy Income Partners, LLC History No change 628,663 41,674 0.66% 0.66% 106 0 0.0% Q2 2026 Aug 07, 2026
Allianz Asset Management GmbH History No change 618,384 40,936 0.03% 0.03% 107 0 0.0% Q2 2026 Sep 02, 2026
Neuberger Berman Group LLC History No change 600,670 39,808 0.03% 0.03% 108 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 579,216 38,306 0.04% 0.04% 109 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History No change 501,328 33,188 0.83% 0.83% 110 0 0.0% Q2 2026 Jul 20, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 492,527 32,601 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 14, 2026
Korea Investment CORP History No change 455,479 30,152 0.06% 0.06% 112 0 0.0% Q2 2026 Aug 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 452,070 29,967 0.42% 0.42% 113 0 0.0% Q2 2026 Aug 14, 2026
VIKING FUND MANAGEMENT LLC History No change 450,000 29,830 2.67% 2.67% 114 0 0.0% Q2 2026 Jul 13, 2026
Capital International, Inc./CA/ History No change 429,031 28,433 0.2% 0.2% 115 0 0.0% Q2 2026 Aug 12, 2026
HENNESSY ADVISORS INC History No change 417,800 27,695 0.89% 0.89% 116 0 0.0% Q2 2026 Jul 16, 2026
Pictet Asset Management Holding SA History No change 396,171 26,226 0.03% 0.03% 117 0 0.0% Q2 2026 Jul 30, 2026
CIBC Bancorp USA Inc. History No change 394,042 26,128 0.03% 0.03% 118 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 389,944 25,813 0.05% 0.05% 119 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 365,605 25,450 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 375,723 24,906 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 364,925 24,157 0.09% 0.09% 122 0 0.0% Q2 2026 Sep 08, 2026
Partners Group Holding AG History No change 365,338 24,145 1.65% 1.65% 123 0 0.0% Q2 2026 Aug 04, 2026
Coleford Investment Management Ltd. History No change 355,830 23,737 5.18% 5.18% 124 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 334,560 22,177 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 327,001 21,647 0.04% 0.04% 126 0 0.0% Q2 2026 Aug 14, 2026
Harvest Portfolios Group Inc. History No change 319,633 21,166 0.3% 0.3% 127 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 313,111 20,756 0.02% 0.02% 128 0 0.0% Q2 2026 Aug 12, 2026
Covalis Capital LLP History No change 303,624 20,119 1.14% 1.14% 129 0 0.0% Q2 2026 Aug 13, 2026
Heathbridge Capital Management Ltd. History No change 293,225 19,380 6.63% 6.63% 130 0 0.0% Q2 2026 Jul 28, 2026
GUARDIAN CAPITAL LP History No change 280,149 18,545 0.45% 0.45% 131 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 279,596 18,534 0.08% 0.08% 132 0 0.0% Q2 2026 Aug 14, 2026
Northwest & Ethical Investments L.P. History No change 278,098 18,446 0.43% 0.43% 133 0 0.0% Q2 2026 Aug 13, 2026
Hillsdale Investment Management Inc. History No change 267,708 17,709 0.4% 0.4% 134 0 0.0% Q2 2026 Aug 12, 2026
Aviso Financial Inc. History No change 260,025 17,211 0.6% 0.6% 135 0 0.0% Q2 2026 Aug 13, 2026
Murchinson Ltd. History No change 254,367 16,861 2.33% 2.33% 136 0 0.0% Q2 2026 Aug 13, 2026
Cardinal Point Capital Management ULC History No change 252,072 16,660 0.94% 0.94% 137 0 0.0% Q2 2026 Jul 14, 2026
Catalyst Capital Advisors LLC History No change 251,105 16,645 0.28% 0.28% 138 0 0.0% Q2 2026 Jul 24, 2026
INTACT INVESTMENT MANAGEMENT INC. History No change 249,169 16,499 0.47% 0.47% 139 0 0.0% Q2 2026 Jul 20, 2026
NATIXIS ADVISORS, LLC History No change 248,195 16,452 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 242,153 16,052 0.18% 0.18% 141 0 0.0% Q2 2026 Aug 04, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 229,257 15,176 0.07% 0.07% 142 0 0.0% Q2 2026 Aug 13, 2026
Alyeska Investment Group, L.P. History No change 228,370 15,138 0.04% 0.04% 143 0 0.0% Q2 2026 Aug 14, 2026
Fiera Capital Corp History No change 223,094 14,747 0.05% 0.05% 144 0 0.0% Q2 2026 Aug 07, 2026
Greenline Partners, LLC History No change 219,398 14,567 1.48% 1.48% 145 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 215,414 14,279 0.02% 0.02% 146 0 0.0% Q2 2026 Jul 28, 2026
Treasurer of the State of North Carolina History No change 214,533 14,221 0.04% 0.04% 147 0 0.0% Q2 2026 Aug 14, 2026
Premier Fund Managers Ltd History No change 206,807 14,160 1.28% 1.28% 148 0 0.0% Q2 2026 Jul 22, 2026
Purpose Unlimited Inc. History No change 212,950 14,109 0.54% 0.54% 149 0 0.0% Q2 2026 Aug 13, 2026
Aventail Capital Group, LP History No change 210,971 13,985 0.8% 0.8% 150 0 0.0% Q2 2026 Aug 14, 2026
Lorne Steinberg Wealth Management Inc. History No change 209,505 13,867 2.85% 2.85% 151 0 0.0% Q2 2026 Jul 28, 2026
BNP Paribas Asset Management Holding S.A. History No change 207,313 13,703 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 12, 2026
DekaBank Deutsche Girozentrale History No change 215,979 13,453 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 05, 2026
Jain Global LLC History No change 200,271 13,275 0.05% 0.05% 154 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 200,000 13,258 0.03% 0.03% 155 0 0.0% Q2 2026 Aug 12, 2026
Jefferies Financial Group Inc. History No change 200,341 13,247 0.09% 0.09% 156 0 0.0% Q2 2026 Aug 17, 2026
Bell Bank History No change 185,055 12,267 0.47% 0.47% 157 0 0.0% Q2 2026 Jul 15, 2026
Quantinno Capital Management LP History No change 180,064 11,934 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 13, 2026
Capital Innovations LLC History No change 177,391 11,759 3.05% 3.05% 159 0 0.0% Q2 2026 Aug 11, 2026
CHICKASAW CAPITAL MANAGEMENT LLC History Added to 200,849 11,605 0.42% 0.02% 160 +193,045 2473.67% Q3 2026 Oct 07, 2026
Man Group plc History No change 171,008 11,336 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 166,268 11,011 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 165,873 10,980 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 17, 2026
EAGLE GLOBAL ADVISORS LLC History No change 162,260 10,756 0.36% 0.36% 164 0 0.0% Q2 2026 Jul 30, 2026
Guardian Partners Inc. History No change 162,034 10,726 0.97% 0.97% 165 0 0.0% Q2 2026 Jul 29, 2026
ALLIANZ SE History No change 161,189 10,670 0.11% 0.11% 166 0 0.0% Q2 2026 Aug 10, 2026
Investment Management Corp of Ontario History No change 160,556 10,643 0.13% 0.13% 167 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 152,490 10,094 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 03, 2026
Sourcerock Group LLC History No change 150,776 9,994 0.52% 0.52% 169 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 146,717 9,725 0.06% 0.06% 170 0 0.0% Q2 2026 Aug 14, 2026
Guinness Asset Management LTD History No change 141,661 9,371 0.16% 0.16% 171 0 0.0% Q2 2026 Jul 29, 2026
Police & Firemen's Retirement System of New Jersey History No change 140,124 9,276 0.07% 0.07% 172 0 0.0% Q2 2026 Jul 23, 2026
&PARTNERS History No change 136,926 9,057 0.04% 0.04% 173 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 133,218 8,831 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 133,064 8,731 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 124,591 8,251 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 122,171 8,098 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 120,400 7,981 0.01% 0.01% 178 0 0.0% Q2 2026 Jul 30, 2026
Metis Global Partners, LLC History No change 119,710 7,924 0.18% 0.18% 179 0 0.0% Q2 2026 Aug 10, 2026
Swiss Life Asset Management Ltd History No change 117,085 7,731 0.03% 0.03% 180 0 0.0% Q2 2026 Jul 29, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 114,439 7,575 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 04, 2026
Vident Advisory, LLC History No change 113,781 7,532 0.05% 0.05% 182 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 112,545 7,450 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
Ninepoint Partners LP History No change 111,540 7,393 0.56% 0.56% 184 0 0.0% Q2 2026 Aug 11, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 110,735 7,340 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History No change 108,351 7,175 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 107,334 7,115 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 07, 2026
Advisors Asset Management, Inc. History No change 104,951 6,957 0.11% 0.11% 188 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 111,121 6,956 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 103,907 6,878 0.07% 0.07% 190 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 103,723 6,876 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 13, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History No change 72,948 6,851 0.05% 0.05% 192 0 0.0% Q2 2026 Aug 14, 2026
PensionDanmark Pensionsforsikringsaktieselskab History No change 102,988 6,817 0.06% 0.06% 193 0 0.0% Q2 2026 Jul 08, 2026
Bleakley Financial Group, LLC History No change 101,505 6,728 0.09% 0.09% 194 0 0.0% Q2 2026 Aug 05, 2026
Ruffer LLP History No change 99,810 6,599 0.23% 0.23% 195 0 0.0% Q2 2026 Jul 30, 2026
SIR Capital Management, L.P. History No change 98,262 6,513 0.75% 0.75% 196 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 96,865 6,421 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 03, 2026
Fideuram Asset Management (Ireland) dac History No change 69,912 6,408 0.12% 0.12% 198 0 0.0% Q2 2026 Jul 23, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 90,997 6,301 0.08% 0.08% 199 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 93,477 6,196 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 93,394 6,191 0.37% 0.37% 201 0 0.0% Q2 2026 Jul 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 93,247 6,181 0.01% 0.01% 202 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 92,543 6,130 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 14, 2026
BCV Asset Management Inc. History No change 89,367 6,127 0.19% 0.19% 204 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 87,837 5,821 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 87,498 5,800 0.03% 0.03% 206 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 85,222 5,642 0.03% 0.03% 207 0 0.0% Q2 2026 Jul 13, 2026
Mediolanum International Funds Ltd History No change 80,964 5,542 0.05% 0.05% 208 0 0.0% Q2 2026 Jul 23, 2026
USS Investment Management Ltd History No change 82,372 5,477 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 11, 2026
Capital Group Private Client Services, Inc. History No change 79,693 5,278 0.07% 0.07% 210 0 0.0% Q2 2026 Aug 12, 2026
Gulf International Bank (UK) Ltd History No change 78,781 5,212 0.1% 0.1% 211 0 0.0% Q2 2026 Aug 13, 2026
HF Advisory Group, LLC History Added to 88,564 5,117 1.52% 1.67% 212 +6,903 8.45% Q3 2026 Oct 09, 2026
Americana Partners, LLC History No change 76,915 5,098 0.11% 0.11% 213 0 0.0% Q2 2026 Aug 05, 2026
CASTLEARK MANAGEMENT LLC History No change 70,370 4,664 0.13% 0.13% 214 0 0.0% Q2 2026 Aug 14, 2026
K.J. Harrison & Partners Inc History No change 68,121 4,502 0.64% 0.64% 215 0 0.0% Q2 2026 Aug 07, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History No change 67,733 4,490 0.26% 0.26% 216 0 0.0% Q2 2026 Aug 13, 2026
ASR Vermogensbeheer N.V. History No change 63,724 4,218 0.04% 0.04% 217 0 0.0% Q2 2026 Jul 20, 2026
Tacita Capital Inc History No change 63,719 4,211 2.29% 2.29% 218 0 0.0% Q2 2026 Aug 10, 2026
BAXTER BROS INC History No change 63,355 4,199 0.49% 0.49% 219 0 0.0% Q2 2026 Aug 06, 2026
L & S Advisors Inc History No change 61,765 4,094 0.42% 0.42% 220 0 0.0% Q2 2026 Aug 12, 2026
First Bank & Trust History No change 60,843 4,033 0.59% 0.59% 221 0 0.0% Q2 2026 Jul 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 60,641 4,019 0.07% 0.07% 222 0 0.0% Q2 2026 Jul 23, 2026
Janney Montgomery Scott LLC History No change 60,419 4,005 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 05, 2026
FMR LLC History No change 59,485 3,940 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 57,864 3,835 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 57,801 3,832 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 57,665 3,819 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 57,434 3,807 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 56,863 3,764 0.07% 0.07% 229 0 0.0% Q2 2026 Aug 04, 2026
Union Bancaire Privee, UBP SA History No change 60,068 3,720 0.04% 0.04% 230 0 0.0% Q2 2026 Jul 16, 2026
Sovereign Investment Advisors, LLC History No change 55,254 3,692 0.69% 0.69% 231 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 54,531 3,614 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 04, 2026
HITE Hedge Asset Management LLC History No change 54,357 3,603 0.2% 0.2% 233 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 51,968 3,444 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 50,446 3,344 0.03% 0.03% 235 0 0.0% Q2 2026 Jul 28, 2026
Quadrature Capital Ltd History No change 50,200 3,323 0.03% 0.03% 236 0 0.0% Q2 2026 Aug 06, 2026
Lipe & Dalton History No change 50,022 3,316 1.54% 1.54% 237 0 0.0% Q2 2026 Jul 14, 2026
VALICENTI ADVISORY SERVICES INC History No change 49,615 3,289 0.62% 0.62% 238 0 0.0% Q2 2026 Jul 16, 2026
AMERIPRISE FINANCIAL INC History No change 39,522 3,271 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 48,078 3,187 0.6% 0.6% 240 0 0.0% Q2 2026 Jul 14, 2026
Harrison Street Private Wealth LLC History No change 46,790 3,097 4.36% 4.36% 241 0 0.0% Q2 2026 Jul 21, 2026
Triasima Portfolio Management inc. History No change 46,770 3,096 0.42% 0.42% 242 0 0.0% Q2 2026 Jul 20, 2026
Tower Research Capital LLC (TRC) History No change 46,127 3,057 0.07% 0.07% 243 0 0.0% Q2 2026 Aug 11, 2026
Walleye Capital LLC History No change 44,907 2,976 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 03, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 44,878 2,970 0.03% 0.03% 245 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 50,159 2,898 0.08% 0.09% 246 -836 -1.64% Q3 2026 Oct 05, 2026
CHELSEA COUNSEL CO History No change 43,150 2,887 1.22% 1.22% 247 0 0.0% Q2 2026 Aug 11, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 48,749 2,816 0.56% 0.63% 248 +80 0.16% Q3 2026 Oct 07, 2026
Sanctuary Advisors, LLC History No change 42,300 2,802 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 13, 2026
MILFORD FUNDS LTD History No change 29,163 2,738 0.04% 0.04% 250 0 0.0% Q2 2026 Jul 30, 2026
Cerity Partners LLC History No change 40,949 2,715 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 14, 2026
UniSuper Management Pty Ltd History No change 28,395 2,666 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 14, 2026
EQUITABLE TRUST CO History No change 40,001 2,651 0.11% 0.11% 253 0 0.0% Q2 2026 Jul 23, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 39,533 2,641 1.38% 1.38% 254 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 39,752 2,639 0.05% 0.05% 255 0 0.0% Q2 2026 Aug 12, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 39,630 2,621 0.08% 0.08% 256 0 0.0% Q2 2026 Aug 14, 2026
Capital International Sarl History No change 38,208 2,529 0.04% 0.04% 257 0 0.0% Q2 2026 Aug 12, 2026
Aperture Investors, LLC History No change 37,909 2,512 0.23% 0.23% 258 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 36,513 2,441 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 36,684 2,431 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 36,707 2,429 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History No change 35,650 2,363 0.09% 0.09% 262 0 0.0% Q2 2026 Aug 13, 2026
TECTONIC ADVISORS LLC History No change 34,972 2,318 0.11% 0.11% 263 0 0.0% Q2 2026 Jul 15, 2026
BENJAMIN EDWARDS INC History No change 34,630 2,292 0.02% 0.02% 264 0 0.0% Q2 2026 Jul 24, 2026
SEI INVESTMENTS CO History No change 33,863 2,244 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 14, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 33,807 2,241 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 13, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 36,357 2,221 0.77% 0.77% 267 0 0.0% Q2 2026 Jul 15, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 33,377 2,209 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 33,278 2,207 0.04% 0.04% 269 0 0.0% Q2 2026 Aug 14, 2026
FULTON BANK, N.A. History No change 32,989 2,186 0.07% 0.07% 270 0 0.0% Q2 2026 Jul 09, 2026
Corient Private Wealth LP History No change 32,651 2,164 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 27, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 32,619 2,162 0.03% 0.03% 272 0 0.0% Q2 2026 Aug 14, 2026
apricus wealth, LLC History No change 32,528 2,156 1.03% 1.03% 273 0 0.0% Q2 2026 Jul 22, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 32,532 2,156 0.26% 0.26% 274 0 0.0% Q2 2026 Aug 05, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 31,232 2,070 0.0% 0.0% 275 0 0.0% Q2 2026 Jul 30, 2026
Midwest Professional Planners, LTD. History No change 30,954 2,051 0.4% 0.4% 276 0 0.0% Q2 2026 Aug 05, 2026
GLENMEDE TRUST CO NA History No change 30,901 2,048 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 10, 2026
Raleigh Capital Management Inc. History No change 30,584 2,027 0.65% 0.65% 278 0 0.0% Q2 2026 Jul 21, 2026
Inspire Advisors, LLC History No change 30,458 2,019 0.14% 0.14% 279 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 30,417 2,016 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 27,679 1,834 0.02% 0.02% 281 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 27,135 1,798 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 14, 2026
JRM Investment Counsel, LLC History No change 27,000 1,789 0.43% 0.43% 283 0 0.0% Q2 2026 Aug 13, 2026
Assenagon Asset Management S.A. History No change 26,960 1,784 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 08, 2026
GUGGENHEIM CAPITAL LLC History No change 26,585 1,762 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 26,025 1,739 0.04% 0.04% 286 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 25,798 1,709 0.0% 0.0% 287 0 0.0% Q2 2026 Jul 27, 2026
BURNEY CO/ History No change 25,709 1,704 0.05% 0.05% 288 0 0.0% Q2 2026 Jul 14, 2026
Royal Fund Management, LLC History No change 25,046 1,660 0.14% 0.14% 289 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 24,942 1,653 0.02% 0.02% 290 0 0.0% Q2 2026 Jul 23, 2026
ALPS ADVISORS INC History No change 24,584 1,629 0.01% 0.01% 291 0 0.0% Q2 2026 Jul 29, 2026
SL ADVISORS, LLC History No change 24,562 1,628 2.85% 2.85% 292 0 0.0% Q2 2026 Jul 10, 2026
Candriam S.C.A. History No change 23,983 1,586 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 13, 2026
Generali Asset Management SPA SGR History No change 16,830 1,580 0.03% 0.03% 294 0 0.0% Q2 2026 Jul 30, 2026
D.A. DAVIDSON & CO. History No change 23,081 1,530 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 24, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 22,992 1,524 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 11, 2026
Envestnet Portfolio Solutions, Inc. History No change 22,946 1,519 0.01% 0.01% 297 0 0.0% Q2 2026 Sep 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 22,900 1,518 0.02% 0.02% 298 0 0.0% Q2 2026 Jul 28, 2026
Verdence Capital Advisors LLC History No change 22,536 1,493 0.08% 0.08% 299 0 0.0% Q2 2026 Jul 29, 2026
IEQ CAPITAL, LLC History No change 22,372 1,483 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 22,243 1,474 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 14, 2026
EVERETT HARRIS & CO /CA/ History No change 22,004 1,458 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 03, 2026
Crossmark Global Holdings, Inc. History No change 21,528 1,427 0.02% 0.02% 303 0 0.0% Q2 2026 Jul 16, 2026
Integrated Wealth Concepts LLC History No change 21,524 1,426 0.01% 0.01% 304 0 0.0% Q2 2026 Sep 08, 2026
INGALLS & SNYDER LLC History No change 21,441 1,421 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 14, 2026
CIDEL ASSET MANAGEMENT INC History No change 21,426 1,418 0.07% 0.07% 306 0 0.0% Q2 2026 Jul 17, 2026
TUDOR INVESTMENT CORP ET AL History No change 21,305 1,412 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 20,660 1,369 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History No change 20,599 1,365 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 13, 2026
JACKSON SQUARE CAPITAL, LLC History No change 20,542 1,360 0.19% 0.19% 310 0 0.0% Q2 2026 Jul 21, 2026
Sequoia Financial Advisors, LLC History No change 20,399 1,352 0.01% 0.01% 311 0 0.0% Q2 2026 Jul 17, 2026
ARDSLEY ADVISORY PARTNERS LP History No change 20,000 1,325 0.14% 0.14% 312 0 0.0% Q2 2026 Jul 13, 2026
WEALTH ALLIANCE, LLC History No change 19,978 1,324 0.11% 0.11% 313 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 19,916 1,320 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 17, 2026
Argent Trust Co History No change 19,912 1,319 0.04% 0.04% 315 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 19,750 1,309 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 19,699 1,306 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 19,328 1,301 0.0% 0.0% 318 0 0.0% Q2 2026 Jul 15, 2026
Argyle Capital Management, LLC History No change 19,550 1,295 0.37% 0.37% 319 0 0.0% Q2 2026 Jul 28, 2026
SUMMIT SECURITIES GROUP LLC History No change 19,500 1,292 0.12% 0.12% 320 0 0.0% Q2 2026 Aug 03, 2026
Compound Planning, Inc. History No change 19,294 1,278 0.03% 0.03% 321 0 0.0% Q2 2026 Aug 04, 2026
PARK AVENUE SECURITIES LLC History No change 19,017 1,259 0.01% 0.01% 322 0 0.0% Q2 2026 Jul 20, 2026
CIGNA INVESTMENTS INC /NEW History No change 18,901 1,251 0.16% 0.16% 323 0 0.0% Q2 2026 Jul 21, 2026
STABLEFORD CAPITAL II LLC History Reduced 20,605 1,190 0.41% 0.48% 324 -114 -0.55% Q3 2026 Oct 08, 2026
CREDIT AGRICOLE S A History No change 17,889 1,185 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 17,870 1,185 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 04, 2026
Kestra Advisory Services, LLC History No change 17,811 1,180 0.0% 0.0% 327 0 0.0% Q2 2026 Jul 28, 2026
Moors & Cabot, Inc. History No change 17,671 1,171 0.05% 0.05% 328 0 0.0% Q2 2026 Aug 10, 2026
Turtle Creek Wealth Advisors, LLC History No change 17,545 1,163 0.06% 0.06% 329 0 0.0% Q2 2026 Jul 27, 2026
Laird Norton Wetherby Trust Company, LLC History No change 17,495 1,159 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 17,139 1,136 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 10, 2026
First County Bank /CT/ History No change 17,148 1,136 0.53% 0.53% 332 0 0.0% Q2 2026 Jul 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 17,079 1,132 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 19, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 16,007 1,061 0.0% 0.0% 334 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 15,972 1,058 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 12, 2026
Rathbones Group PLC History No change 15,638 1,035 0.0% 0.0% 336 0 0.0% Q2 2026 Jul 23, 2026
QUADRANT CAPITAL GROUP LLC History No change 15,375 1,019 0.03% 0.03% 337 0 0.0% Q2 2026 Aug 14, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 15,237 1,010 0.13% 0.13% 338 0 0.0% Q2 2026 Jul 22, 2026
FLOW TRADERS U.S. LLC History No change 15,016 995 0.04% 0.04% 339 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 14,970 992 0.09% 0.09% 340 0 0.0% Q2 2026 Aug 14, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 14,898 987 0.24% 0.24% 341 0 0.0% Q2 2026 Jul 28, 2026
FIRST INTERSTATE BANK History No change 14,700 974 0.05% 0.05% 342 0 0.0% Q2 2026 Jul 24, 2026
Souders Financial Advisors History No change 14,701 974 0.1% 0.1% 343 0 0.0% Q2 2026 Aug 05, 2026
180 WEALTH ADVISORS, LLC History No change 14,671 972 0.1% 0.1% 344 0 0.0% Q2 2026 Jul 07, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 14,529 962 0.06% 0.06% 345 0 0.0% Q2 2026 Jul 14, 2026
Radnor Capital Management, LLC History No change 14,500 961 0.13% 0.13% 346 0 0.0% Q2 2026 Jul 16, 2026
Recurrent Investment Advisors LLC History No change 14,455 958 0.06% 0.06% 347 0 0.0% Q2 2026 Aug 14, 2026
CONNABLE OFFICE INC History No change 14,201 941 0.08% 0.08% 348 0 0.0% Q2 2026 Aug 03, 2026
Kingsview Wealth Management, LLC History No change 14,149 937 0.01% 0.01% 349 0 0.0% Q2 2026 Aug 18, 2026
Arax Advisory Partners History No change 14,040 930 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 13,990 927 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 13,906 921 0.04% 0.04% 352 0 0.0% Q2 2026 Jul 22, 2026
YANKCOM Partnership History No change 13,905 921 0.33% 0.33% 353 0 0.0% Q2 2026 Jul 21, 2026
Private Advisor Group, LLC History No change 13,701 908 0.0% 0.0% 354 0 0.0% Q2 2026 Jul 27, 2026
Vanguard Personalized Indexing Management, LLC History No change 13,405 888 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 11, 2026
Caprock Group, LLC History No change 13,319 884 0.02% 0.02% 356 0 0.0% Q2 2026 Jul 27, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 13,125 870 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 12,947 856 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 14, 2026
Cordoba Advisory Partners LLC History No change 12,617 852 0.18% 0.18% 359 0 0.0% Q2 2026 Jul 21, 2026
Strategic Investment Advisors / MI History No change 12,539 831 0.05% 0.05% 360 0 0.0% Q2 2026 Aug 14, 2026
Icon Wealth Advisors, LLC History No change 12,448 825 0.05% 0.05% 361 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 12,348 818 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 11, 2026
Savant Capital, LLC History No change 12,341 795 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 10, 2026
IMC-Chicago, LLC History No change 11,932 790 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 06, 2026
Heronetta Management, L.P. History No change 11,816 783 0.72% 0.72% 365 0 0.0% Q2 2026 Jul 28, 2026
HB Wealth Management, LLC History No change 11,439 757 0.0% 0.0% 366 0 0.0% Q2 2026 Jul 29, 2026
Ethic Inc. History No change 11,186 741 0.01% 0.01% 367 0 0.0% Q2 2026 Jul 29, 2026
Code Waechter LLC History No change 11,072 733 0.38% 0.38% 368 0 0.0% Q2 2026 Jul 31, 2026
LOUISBOURG INVESTMENTS INC. History No change 11,092 733 0.14% 0.14% 369 0 0.0% Q2 2026 Jul 22, 2026
Lester Murray Antman dba SimplyRich History No change 10,982 727 0.17% 0.17% 370 0 0.0% Q2 2026 Jul 31, 2026
Hudson Portfolio Management LLC History No change 10,916 723 0.55% 0.55% 371 0 0.0% Q2 2026 Aug 12, 2026
Oxbow Advisors, LLC History No change 10,698 709 0.06% 0.06% 372 0 0.0% Q2 2026 Aug 07, 2026
AE Wealth Management LLC History No change 10,674 707 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 03, 2026
SYON CAPITAL LLC History No change 10,551 699 0.03% 0.03% 374 0 0.0% Q2 2026 Aug 14, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 10,328 684 0.11% 0.11% 375 0 0.0% Q2 2026 Aug 06, 2026
Centiva Capital, LP History No change 10,224 677 0.01% 0.01% 376 0 0.0% Q2 2026 Aug 13, 2026
Legacy Wealth Asset Management, LLC History New 11,563 668 0.15% — 378 +11,563 New Q3 2026 Oct 08, 2026
Almanack Investment Partners, LLC. History No change 10,081 668 0.09% 0.09% 377 0 0.0% Q2 2026 Jul 30, 2026
Canal Insurance CO History No change 10,000 663 0.15% 0.15% 379 0 0.0% Q2 2026 Jul 21, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 9,831 657 0.09% 0.09% 380 0 0.0% Q2 2026 Aug 07, 2026
INTRUST BANK NA History No change 9,839 652 0.05% 0.05% 381 0 0.0% Q2 2026 Aug 05, 2026
Gold Investment Management Ltd. History No change 9,829 650 0.18% 0.18% 382 0 0.0% Q2 2026 Aug 05, 2026
FDx Advisors, Inc. History No change 9,713 644 0.19% 0.19% 383 0 0.0% Q2 2026 Aug 04, 2026
Value Partners Investments Inc. History No change 9,568 632 0.04% 0.04% 384 0 0.0% Q2 2026 Jul 15, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 9,527 631 0.14% 0.14% 385 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 9,432 630 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 9,446 626 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 12, 2026
New Hampshire Trust History No change 9,340 619 0.12% 0.12% 388 0 0.0% Q2 2026 Jul 27, 2026
Kennebec Savings Bank History No change 9,159 607 0.49% 0.49% 389 0 0.0% Q2 2026 Jul 13, 2026
Corps Capital Advisors, LLC History No change 9,141 605 0.49% 0.49% 390 0 0.0% Q2 2026 Jul 22, 2026
BROWN BROTHERS HARRIMAN & CO History No change 9,037 599 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 9,008 596 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 12, 2026
Keudell/Morrison Wealth Management History No change 8,898 589 0.11% 0.11% 393 0 0.0% Q2 2026 Jul 15, 2026
Lido Advisors, LLC History No change 8,871 588 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 07, 2026
Cohen Investment Advisors LLC History No change 8,880 587 0.26% 0.26% 395 0 0.0% Q2 2026 Jul 27, 2026
Avantax Planning Partners, Inc. History No change 8,838 585 0.01% 0.01% 396 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 8,812 584 0.01% 0.01% 397 0 0.0% Q2 2026 Jul 29, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 8,725 578 0.06% 0.06% 398 0 0.0% Q2 2026 Jul 09, 2026
Disciplined Investments, LLC History No change 8,611 570 0.18% 0.18% 399 0 0.0% Q2 2026 Aug 07, 2026
Mesirow Financial Investment Management, Inc. History No change 8,537 565 0.01% 0.01% 400 0 0.0% Q2 2026 Jul 22, 2026
Lantz Financial LLC History No change 8,383 555 0.1% 0.1% 401 0 0.0% Q2 2026 Jul 09, 2026
Meixler Investment Management, Ltd. History No change 8,284 549 0.3% 0.3% 402 0 0.0% Q2 2026 Aug 03, 2026
Dickmeyer Boyce Financial Management, Inc. History Reduced 9,435 545 0.28% 0.33% 403 -281 -2.89% Q3 2026 Oct 08, 2026
Curi Capital, LLC History No change 8,068 539 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 14, 2026
Steadtrust LLC History No change 7,800 517 0.26% 0.26% 405 0 0.0% Q2 2026 Jul 09, 2026
HOURGLASS CAPITAL, LLC History No change 7,760 514 0.1% 0.1% 406 0 0.0% Q2 2026 Jul 30, 2026
Venturi Wealth Management, LLC History No change 7,656 507 0.02% 0.02% 407 0 0.0% Q2 2026 Jul 20, 2026
GAMCO INVESTORS, INC. ET AL History No change 7,500 497 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 7,318 485 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 14, 2026
NTV ASSET MANAGEMENT LLC History No change 7,302 484 0.05% 0.05% 410 0 0.0% Q2 2026 Aug 05, 2026
Wiser Advisor Group LLC History No change 7,299 483 0.53% 0.53% 411 0 0.0% Q2 2026 Aug 14, 2026
Hazelview Securities Inc. History No change 7,236 482 0.07% 0.07% 412 0 0.0% Q2 2026 Aug 14, 2026
Groupe la Francaise History No change 7,252 480 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 25, 2026
Claret Asset Management Corp History No change 7,197 477 0.05% 0.05% 414 0 0.0% Q2 2026 Jul 27, 2026
Advisory Services Network, LLC History No change 7,164 474 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 7,139 473 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Partners, LTD. History No change 7,080 469 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 11, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 6,800 450 0.02% 0.02% 418 0 0.0% Q2 2026 Jul 20, 2026
XTX Topco Ltd History No change 6,796 450 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 14, 2026
Farmers & Merchants Trust Co of Long Beach History No change 6,690 443 0.1% 0.1% 420 0 0.0% Q2 2026 Aug 05, 2026
Park Place Capital Corp History No change 6,457 428 0.07% 0.07% 421 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 6,332 419 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 17, 2026
FSM Wealth Advisors, LLC History No change 6,322 419 0.04% 0.04% 423 0 0.0% Q2 2026 Jul 15, 2026
Cravens & Co Advisors, LLC History No change 6,325 419 0.28% 0.28% 424 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 6,320 418 0.03% 0.03% 425 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 6,301 417 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 5,971 417 0.01% 0.01% 427 0 0.0% Q2 2026 Jul 29, 2026
NATURAL INVESTMENTS, LLC History No change 6,250 414 0.09% 0.09% 428 0 0.0% Q2 2026 Jul 31, 2026
Arista Wealth Management, LLC History No change 6,200 410 0.04% 0.04% 429 0 0.0% Q2 2026 Jul 08, 2026
Cannell & Spears LLC History No change 6,175 409 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 11, 2026
Hilltop Holdings Inc. History No change 6,148 407 0.03% 0.03% 431 0 0.0% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History No change 6,121 405 0.06% 0.06% 432 0 0.0% Q2 2026 Aug 04, 2026
Checchi Capital Advisers, LLC History No change 6,029 399 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 04, 2026
Valtinson Bruner Financial Planning LLC History No change 6,021 399 0.1% 0.1% 434 0 0.0% Q2 2026 Aug 03, 2026
Brevan Howard Capital Management LP History No change 5,970 395 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 5,958 394 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 5,796 385 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History No change 5,798 384 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History No change 5,793 384 0.02% 0.02% 439 0 0.0% Q2 2026 Jul 29, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History No change 5,704 377 0.21% 0.21% 440 0 0.0% Q2 2026 Aug 10, 2026
FOCUSED ALPHA, LLC History No change 5,692 377 0.1% 0.1% 441 0 0.0% Q2 2026 Aug 07, 2026
Convergence Financial, LLC History No change 5,672 375 0.03% 0.03% 442 0 0.0% Q2 2026 Aug 05, 2026
RHUMBLINE ADVISERS History No change 5,647 374 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 5,566 369 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 5,576 369 0.03% 0.03% 445 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,506 364 0.0% 0.0% 446 0 0.0% Q2 2026 Sep 23, 2026
Rempart Asset Management Inc. History No change 5,500 363 0.07% 0.07% 447 0 0.0% Q2 2026 Jul 16, 2026
Guinness Atkinson Asset Management Inc History No change 5,449 360 0.16% 0.16% 448 0 0.0% Q2 2026 Jul 29, 2026
West Family Investments, Inc. History No change 5,393 357 0.1% 0.1% 449 0 0.0% Q2 2026 Aug 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 5,369 355 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 13, 2026
Perennial Investment Advisors, LLC History No change 5,352 354 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 5,331 353 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 03, 2026
PRINCIPAL SECURITIES, INC. History No change 5,322 352 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 04, 2026
WELLINGTON-ALTUS USA INC. History No change 5,255 351 0.25% 0.25% 454 0 0.0% Q2 2026 Sep 17, 2026
BRIGHTON JONES LLC History No change 5,274 349 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 11, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 5,204 345 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 20, 2026
SG Americas Securities, LLC History No change 5,175 343 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 07, 2026
Polar Asset Management Partners Inc. History No change 5,196 343 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 5,181 343 0.01% 0.01% 459 0 0.0% Q2 2026 Jul 21, 2026
NBT BANK, N.A. History No change 5,166 342 0.02% 0.02% 460 0 0.0% Q2 2026 Jul 29, 2026
Granite Group Advisors, LLC History No change 5,121 339 0.2% 0.2% 461 0 0.0% Q2 2026 Jul 23, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,075 336 0.02% 0.02% 462 0 0.0% Q2 2026 Jul 24, 2026
Goelzer Investment Management, Inc. History No change 5,072 336 0.01% 0.01% 463 0 0.0% Q2 2026 Jul 14, 2026
Roxbury Financial LLC History Added to 5,803 335 0.26% 0.3% 464 +5 0.09% Q3 2026 Oct 01, 2026
MGO ONE SEVEN LLC History No change 5,029 333 0.01% 0.01% 465 0 0.0% Q2 2026 Jul 31, 2026
Indivisible Partners History No change 5,033 333 0.02% 0.02% 466 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 5,009 332 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 13, 2026
PFG Investments, LLC History No change 5,016 332 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 23, 2026
Vigil Wealth Management, LLC History No change 5,000 331 0.24% 0.24% 469 0 0.0% Q2 2026 Aug 05, 2026
LAZARD ASSET MANAGEMENT LLC History No change 4,964 328 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 14, 2026
Frank, Rimerman Advisors LLC History No change 4,956 328 0.02% 0.02% 471 0 0.0% Q2 2026 Jul 27, 2026
Osmosis Investment Management UK Ltd History No change 4,760 315 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 13, 2026
Sunpointe, LLC History No change 4,740 313 0.09% 0.09% 473 0 0.0% Q2 2026 Jul 24, 2026
World Investment Advisors History No change 4,937 311 0.01% 0.01% 474 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 4,669 309 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 4,660 308 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 17, 2026
Merit Financial Group, LLC History No change 4,625 306 0.0% 0.0% 477 0 0.0% Q2 2026 Jul 20, 2026
DEARBORN PARTNERS LLC History No change 4,885 305 0.02% 0.02% 478 0 0.0% Q2 2026 Aug 13, 2026
Callan Family Office, LLC History No change 4,597 304 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 4,579 303 0.01% 0.01% 480 0 0.0% Q2 2026 Jul 31, 2026
Amplify Investments, LLC History No change 4,440 294 4.06% 4.06% 481 0 0.0% Q2 2026 Aug 10, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 4,433 293 0.19% 0.19% 482 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History Reduced 5,000 289 0.0% 0.0% 484 -303 -5.71% Q3 2026 Oct 08, 2026
Coppell Advisory Solutions LLC History No change 8,187 289 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 14, 2026
Sageworth Trust Co History No change 4,351 288 0.01% 0.01% 485 0 0.0% Q2 2026 Jul 28, 2026
Inscription Capital, LLC History No change 4,320 286 0.03% 0.03% 486 0 0.0% Q2 2026 Aug 13, 2026
October Effect Ltd History No change 4,300 285 0.27% 0.27% 487 0 0.0% Q2 2026 Jul 21, 2026
GREENLEAF TRUST History No change 4,234 280 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 21, 2026
CALTON & ASSOCIATES, INC. History No change 4,200 278 0.04% 0.04% 489 0 0.0% Q2 2026 Aug 10, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 4,200 278 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 14, 2026
Callahan Advisors, LLC History No change 4,200 278 0.02% 0.02% 491 0 0.0% Q2 2026 Aug 03, 2026
Arkadios Wealth Advisors History No change 4,110 272 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 10, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 4,088 270 0.07% 0.07% 493 0 0.0% Q2 2026 Aug 07, 2026
Dixon Mitchell Investment Counsel Inc. History No change 4,029 269 0.01% 0.01% 494 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Technology Lab Private Ltd History No change 4,040 268 0.06% 0.06% 495 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 4,053 268 0.03% 0.03% 496 0 0.0% Q2 2026 Jul 20, 2026
ABNER HERRMAN & BROCK LLC History No change 4,000 265 0.03% 0.03% 497 0 0.0% Q2 2026 Jul 08, 2026
Independent Solutions Wealth Management, LLC History No change 4,000 265 0.03% 0.03% 498 0 0.0% Q2 2026 Jul 29, 2026
Wealth Science Advisors LLC History Reduced 4,579 264 0.11% 0.14% 500 -140 -2.97% Q3 2026 Oct 09, 2026
Venture Visionary Partners LLC History Reduced 4,577 264 0.01% 0.01% 499 -47 -1.02% Q3 2026 Oct 07, 2026
GREENWOOD GEARHART LLC History No change 3,926 260 0.01% 0.01% 501 0 0.0% Q2 2026 Jul 24, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 3,916 259 0.01% 0.01% 502 0 0.0% Q2 2026 Jul 23, 2026
PDS Planning, Inc History No change 3,895 258 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 05, 2026
GENESIS PRIVATE WEALTH, LLC History No change 3,840 254 0.07% 0.07% 504 0 0.0% Q2 2026 Jul 13, 2026
Capital Investment Advisory Services, LLC History No change 3,798 251 0.02% 0.02% 505 0 0.0% Q2 2026 Jul 23, 2026
Williams Jones Wealth Management, LLC. History No change 3,750 248 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,750 248 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Wealth Planning Services, Inc. History No change 3,739 247 0.02% 0.02% 508 0 0.0% Q2 2026 Aug 07, 2026
Pacific Sage Partners, LLC History No change 3,722 246 0.03% 0.03% 509 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Wealth, LLC History No change 3,699 245 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 10, 2026
PCM Encore, LLC History No change 3,652 242 0.04% 0.04% 511 0 0.0% Q2 2026 Aug 11, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,652 242 0.04% 0.04% 512 0 0.0% Q2 2026 Jul 21, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 3,641 241 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 12, 2026
JCIC Asset Management Inc. History No change 3,821 238 0.07% 0.07% 514 0 0.0% Q2 2026 Jul 17, 2026
Essex Financial Services, Inc. History No change 3,553 235 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 10, 2026
J.M. Arbour, LLC History No change 3,549 235 0.2% 0.2% 516 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 3,525 234 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 06, 2026
DRW Securities, LLC History No change 3,513 232 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 14, 2026
Alan B Lancz & Associates, Inc. History No change 3,500 232 0.2% 0.2% 519 0 0.0% Q2 2026 Aug 11, 2026
Greenland Capital Management LP History No change 3,500 231 0.03% 0.03% 520 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 3,482 230 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 05, 2026
ADELL HARRIMAN & CARPENTER INC History No change 3,431 227 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 04, 2026
Parallel Advisors, LLC History No change 3,423 226 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 05, 2026
Leonteq Securities AG History No change 2,400 225 0.01% 0.01% 524 0 0.0% Q2 2026 Jul 27, 2026
Dakota Community Bank & Trust NA History No change 3,857 222 0.64% 0.79% 525 0 0.0% Q3 2026 Oct 09, 2026
Beacon Pointe Advisors, LLC History No change 3,307 219 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 18, 2026
BLAIR WILLIAM & CO/IL History No change 3,280 217 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 11, 2026
Vantus Wealth LLC History No change 3,283 217 0.12% 0.12% 528 0 0.0% Q2 2026 Aug 07, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 3,246 215 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 11, 2026
Abel Hall, LLC History No change 3,249 215 0.04% 0.04% 530 0 0.0% Q2 2026 Jul 24, 2026
Burkett Asset Management Ltd History No change 3,268 215 0.2% 0.2% 531 0 0.0% Q2 2026 Jul 28, 2026
SFMG, LLC History No change 3,224 213 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,203 212 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 14, 2026
Phillips Wealth Planners LLC History No change 3,070 211 0.16% 0.16% 534 0 0.0% Q2 2026 Aug 07, 2026
Modern Wealth Management, LLC History No change 3,198 211 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 13, 2026
Aprio Wealth Management, LLC History No change 3,129 207 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 24, 2026
Bravera Wealth History No change 3,123 207 0.08% 0.08% 537 0 0.0% Q2 2026 Jul 23, 2026
BROWN ADVISORY INC History No change 3,097 205 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Reduced 3,503 203 0.02% 0.02% 539 -1 -0.03% Q3 2026 Oct 01, 2026
EASTERN BANK History No change 3,500 202 0.0% 0.0% 540 0 0.0% Q3 2026 Oct 05, 2026
EverSource Wealth Advisors, LLC History No change 3,050 202 0.01% 0.01% 541 0 0.0% Q2 2026 Jul 24, 2026
Savvy Advisors, Inc. History No change 3,048 202 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 03, 2026
Income Insurance Ltd History No change 3,050 201 0.12% 0.12% 543 0 0.0% Q2 2026 Jul 24, 2026
Wilmington Savings Fund Society, FSB History No change 3,018 200 0.0% 0.0% 544 0 0.0% Q2 2026 Jul 28, 2026
ROBERTS GLORE & CO INC /IL/ History No change 3,025 200 0.05% 0.05% 545 0 0.0% Q2 2026 Aug 10, 2026
Quantum Portfolio Management LLC History No change 2,992 198 0.07% 0.07% 546 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 2,943 195 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 20, 2026
Cromwell Holdings LLC History No change 2,697 180 0.08% 0.08% 548 0 0.0% Q2 2026 Jul 13, 2026
Parkside Financial Bank & Trust History No change 2,676 177 0.01% 0.01% 549 0 0.0% Q2 2026 Sep 04, 2026
State of Wyoming History No change 2,552 168 0.02% 0.02% 550 0 0.0% Q2 2026 Aug 06, 2026
Lloyd Advisory Services, LLC. History No change 2,518 166 0.06% 0.06% 551 0 0.0% Q2 2026 Aug 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,455 162 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 30, 2026
Allworth Financial LP History No change 2,297 152 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 11, 2026
Bank & Trust Co History No change 2,636 152 0.1% 0.11% 554 0 0.0% Q3 2026 Oct 07, 2026
Smartleaf Asset Management LLC History No change 2,203 150 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History No change 2,175 144 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 21, 2026
Hilton Head Capital Partners, LLC History No change 2,148 142 0.07% 0.07% 557 0 0.0% Q2 2026 Jul 27, 2026
VISION FINANCIAL MARKETS LLC History No change 2,100 138 0.12% 0.12% 558 0 0.0% Q2 2026 Jul 24, 2026
Basecamp Wealth Advisors LLC History No change 2,067 137 0.03% 0.03% 559 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 1,978 131 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 13, 2026
LOM Asset Management Ltd History No change 1,350 126 0.03% 0.03% 561 0 0.0% Q2 2026 Aug 04, 2026
HM PAYSON & CO History No change 1,790 118 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 17, 2026
Larson Financial Group LLC History No change 1,702 112 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 1,680 111 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 06, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 1,663 110 0.04% 0.04% 565 0 0.0% Q2 2026 Jul 21, 2026
ATWOOD & PALMER INC History No change 1,895 109 0.01% 0.01% 566 0 0.0% Q3 2026 Oct 08, 2026
Bollard Group LLC History No change 1,562 104 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 12, 2026
CNB Bank History No change 1,473 97 0.04% 0.04% 568 0 0.0% Q2 2026 Aug 06, 2026
Pacifica Partners Inc. History No change 1,625 94 0.03% 0.03% 569 0 0.0% Q3 2026 Oct 08, 2026
Core Capital Management & Research, inc. History No change 1,470 91 0.05% 0.05% 570 0 0.0% Q2 2026 Sep 09, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 1,329 88 0.01% 0.01% 571 0 0.0% Q2 2026 Aug 03, 2026
Colonial Trust Co / SC History No change 1,331 88 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 11, 2026
Bogart Wealth, LLC History No change 1,308 86 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 24, 2026
Kepler Cheuvreux (Suisse) SA History No change 920 86 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 15, 2026
Gen-Wealth Partners Inc History No change 1,268 84 0.02% 0.02% 575 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 1,237 81 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 13, 2026
Olistico Wealth, LLC History No change 1,400 81 0.03% 0.04% 577 0 0.0% Q3 2026 Oct 05, 2026
Aventura Private Wealth, LLC History No change 1,233 81 0.02% 0.02% 578 0 0.0% Q2 2026 Jul 15, 2026
Hanson & Doremus Investment Management History No change 1,130 75 0.01% 0.01% 579 0 0.0% Q2 2026 Jul 29, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,113 73 0.0% 0.0% 580 0 0.0% Q2 2026 Jul 24, 2026
WEBSTER BANK, N. A. History No change 1,101 72 0.01% 0.01% 581 0 0.0% Q2 2026 Jul 20, 2026
FIRST HORIZON CORP History No change 1,060 70 0.0% 0.0% 582 0 0.0% Q2 2026 Jul 20, 2026
Archer Investment Corp History No change 1,043 69 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 03, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,040 68 0.0% 0.0% 584 0 0.0% Q2 2026 Jul 20, 2026
SouthState Bank Corp History No change 1,000 66 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 1,000 66 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 15, 2026
ROGCO, LP History No change 1,000 66 0.02% 0.02% 587 0 0.0% Q2 2026 Jul 30, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 1,006 66 0.02% 0.02% 588 0 0.0% Q2 2026 Aug 07, 2026
BAYBAN History No change 982 65 0.05% 0.05% 589 0 0.0% Q2 2026 Jul 30, 2026
Truvestments Capital LLC History No change 961 63 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 12, 2026
Blume Capital Management, Inc. History No change 900 59 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 27, 2026
Harbor Asset Planning, Inc. History No change 882 58 0.04% 0.04% 592 0 0.0% Q2 2026 Jul 22, 2026
Millstone Evans Group, LLC History No change 871 57 0.03% 0.03% 593 0 0.0% Q2 2026 Aug 11, 2026
Transamerica Financial Advisors, LLC History No change 838 56 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 800 53 0.03% 0.03% 595 0 0.0% Q2 2026 Jul 14, 2026
Aberdeen Wealth Management LLC History No change 775 51 0.02% 0.02% 596 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 780 51 0.01% 0.01% 597 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 726 48 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 10, 2026
Ascentis Independent Advisors History No change 737 48 0.13% 0.13% 599 0 0.0% Q2 2026 Aug 04, 2026
Hilltop National Bank History No change 659 43 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 01, 2026
AdvisorNet Financial, Inc History No change 606 40 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 23, 2026
Westside Investment Management, Inc. History No change 594 39 0.01% 0.01% 602 0 0.0% Q2 2026 Jul 27, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 542 35 0.02% 0.02% 603 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 500 33 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 07, 2026
ESL Trust Services, LLC History No change 500 33 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 13, 2026
Bruce G. Allen Investments, LLC History No change 511 33 0.02% 0.02% 606 0 0.0% Q2 2026 Jul 31, 2026
Hartford Financial Management Inc. History No change 496 32 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 23, 2026
Smallwood Wealth Investment Management, LLC History No change 485 32 0.01% 0.01% 608 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Planning Group LLC History No change 458 31 0.0% 0.0% 609 0 0.0% Q2 2026 Jul 29, 2026
Manchester Capital Management LLC History No change 435 28 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 13, 2026
Grove Bank & Trust History Added to 469 27 0.0% 0.0% 612 +144 44.31% Q3 2026 Oct 08, 2026
Sterling Capital Management LLC History No change 420 27 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 28, 2026
DUNCKER STREETT & CO INC History No change 400 26 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 28, 2026
AMERICAN NATIONAL BANK & TRUST History No change 453 26 0.0% 0.0% 614 0 0.0% Q3 2026 Oct 07, 2026
Jackson, Grant Investment Advisers, Inc. History No change 401 26 0.01% 0.01% 615 0 0.0% Q2 2026 Jul 31, 2026
SBI Securities Co., Ltd. History No change 406 26 0.0% 0.0% 616 0 0.0% Q2 2026 Jul 22, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 369 24 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 13, 2026
Frazier Financial Advisors, LLC History No change 356 23 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 10, 2026
Richard W. Paul & Associates, LLC History No change 338 22 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 10, 2026
COUNTRY TRUST BANK History No change 325 21 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 15, 2026
GeoWealth Management, LLC History No change 323 21 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 30, 2026
CX Institutional History No change 350 20 0.0% 0.0% 622 0 0.0% Q3 2026 Oct 02, 2026
Golden State Wealth Management, LLC History No change 313 20 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 22, 2026
Atlantic Union Bankshares Corp History No change 300 19 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 11, 2026
Towne Trust Company, N.A History No change 300 19 0.01% 0.01% 625 0 0.0% Q2 2026 Jul 30, 2026
Geneos Wealth Management Inc. History No change 300 19 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 06, 2026
Continuum Advisory, LLC History No change 297 19 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 06, 2026
TOBAM History No change 189 18 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 31, 2026
CGC Financial Services, LLC History No change 286 18 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 260 17 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 18, 2026
HHM Wealth Advisors, LLC History No change 264 17 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 13, 2026
Bare Financial Services, Inc History No change 257 17 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Bancorp, Inc. History No change 250 16 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 28, 2026
Ameritas Advisory Services, LLC History No change 251 16 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 14, 2026
Buck Wealth Strategies, LLC History No change 252 16 0.0% 0.0% 635 0 0.0% Q2 2026 Jul 30, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 251 16 0.01% 0.01% 636 0 0.0% Q2 2026 Jul 21, 2026
Institute for Wealth Management, LLC. History No change 226 14 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 28, 2026
First Bancorp, Inc /ME/ History No change 200 13 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 11, 2026
VSM Wealth Advisory, LLC History No change 200 13 0.0% 0.0% 639 0 0.0% Q2 2026 Jul 22, 2026
Vision Retirement, LLC History No change 200 13 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 21, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 194 12 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 04, 2026
MATHER GROUP, LLC. History No change 188 12 0.0% 0.0% 642 0 0.0% Q2 2026 Jul 27, 2026
JFS WEALTH ADVISORS, LLC History No change 183 12 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 10, 2026
JNBA Financial Advisors History No change 186 12 0.0% 0.0% 644 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 167 11 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 21, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 153 10 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 05, 2026
GODSEY & GIBB, INC History No change 156 10 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 13, 2026
Rialto Wealth Management, LLC History No change 156 10 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 11, 2026
SJS Investment Consulting Inc. History No change 141 9 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 22, 2026
Glen Eagle Advisors, LLC History No change 150 9 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 145 9 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 153 8 0.0% 0.0% 654 +12 8.51% Q3 2026 Oct 08, 2026
CULLEN/FROST BANKERS, INC. History No change 125 8 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 27, 2026
True Wealth Design, LLC History No change 134 8 0.0% 0.0% 653 0 0.0% Q2 2026 Jul 16, 2026
GHP Investment Advisors, Inc. History No change 115 7 0.0% 0.0% 655 0 0.0% Q2 2026 Jul 17, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 111 7 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 15, 2026
SALEM INVESTMENT COUNSELORS INC History No change 97 6 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 14, 2026
Anchor Investment Management, LLC History No change 104 6 0.0% 0.0% 658 0 0.0% Q2 2026 Sep 15, 2026
NBH Bank History No change 92 6 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 82 5 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 14, 2026
Avion Wealth History No change 81 5 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 31, 2026
LifeSteps Financial, Inc. History No change 85 5 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 17, 2026
CVA Family Office, LLC History No change 88 5 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 07, 2026
MTM Investment Management, LLC History No change 90 5 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 03, 2026
Bell Investment Advisors, Inc History No change 79 5 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 06, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 77 5 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 75 4 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 67 4 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 28, 2026
Asset Dedication, LLC History No change 66 4 0.0% 0.0% 669 0 0.0% Q2 2026 Jul 30, 2026
Johnson Financial Group, Inc. History No change 63 4 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 10, 2026
Penserra Capital Management LLC History No change 63 4 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 66 4 0.0% 0.0% 672 0 0.0% Q2 2026 Jul 23, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 62 4 0.0% 0.0% 673 0 0.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 50 3 0.0% 0.0% 674 0 0.0% Q2 2026 Jul 28, 2026
Main Street Group, LTD History No change 50 3 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 13, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 58 3 0.0% 0.0% 676 0 0.0% Q3 2026 Oct 07, 2026
WEST PACES ADVISORS INC. History No change 47 3 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 17, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 61 3 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 13, 2026
BOK Financial Private Wealth, Inc. History No change 43 2 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 07, 2026
Quantbot Technologies LP History No change 44 2 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 12, 2026
Community Financial Services Group, LLC History No change 35 2 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 09, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 37 2 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 34 2 0.0% 0.0% 683 0 0.0% Q2 2026 Jul 30, 2026
Triumph Capital Management History No change 34 2 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 20, 2026
Steigerwald, Gordon & Koch Inc. History No change 32 2 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 22, 2026
Lodestone Wealth Management LLC History No change 43 2 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 23, 2026
Financial Management Professionals, Inc. History No change 16 1 0.0% 0.0% 687 0 0.0% Q2 2026 Jul 09, 2026
Strategic Wealth Partners, Ltd. History No change 26 1 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 12, 2026
Key FInancial Inc History No change 23 1 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 17 1 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Asset Management, LLC History No change 18 1 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 11, 2026
JPL Wealth Management, LLC History No change 29 1 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 13, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 28 1 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 20, 2026
Kilter Group LLC History No change 22 1 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 28 1 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 21 1 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 30, 2026
Sunrise Financial Services, LLC History No change 22 1 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 12, 2026
PARK NATIONAL CORP /OH/ History Closed out 0 0 — 0.0% — -1,477 -100.0% Q3 2026 Oct 05, 2026
Stone House Investment Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
DecisionPoint Financial, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 12 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Atlatl Advisers LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
LRI Investments, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Quest 10 Wealth Builders, Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Aug 11, 2026