TRUSTCO BANK CORP N Y - TRST
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 2,517,431 | 138,232 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 1,101,023 | 60,457 | 1.2% | 1.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,106,716 | 60,084 | 0.01% | 0.01% | 3 | -33,485 | -2.94% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 922,845 | 51,011 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HoldCo Asset Management, LP | History | No change | 872,744 | 47,922 | 3.08% | 3.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 749,594 | 41,160 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 609,410 | 33,462 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 516,614 | 28,373 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 386,844 | 21,241 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 296,934 | 16,304 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 278,369 | 15,285 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 230,179 | 12,639 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 204,630 | 11,236 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 204,303 | 11,218 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 168,265 | 9,239 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 157,173 | 8,532 | 0.0% | 0.0% | 16 | -4,091 | -2.54% | Q3 2026 | Nov 05, 2026 |
| GABELLI FUNDS LLC | History | No change | 149,943 | 8,233 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 145,741 | 8,002 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 137,588 | 7,554 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 124,552 | 6,839 | 0.12% | 0.12% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 119,647 | 6,569 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 116,900 | 6,418 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 103,903 | 5,705 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 103,359 | 5,667 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUSTCO BANK CORP N Y | History | No change | 93,341 | 5,125 | 3.74% | 3.74% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 92,174 | 5,061 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 81,385 | 4,418 | 0.0% | 0.0% | 27 | -3,069 | -3.63% | Q3 2026 | Nov 02, 2026 |
| Empowered Funds, LLC | History | No change | 77,872 | 4,275 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 64,422 | 3,540 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 62,639 | 3,439 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 60,017 | 3,295 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 58,911 | 3,234 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 56,877 | 3,123 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 50,237 | 2,758 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 40,166 | 2,205 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 37,380 | 2,052 | 0.26% | 0.26% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 36,260 | 1,991 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 34,395 | 1,888 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss National Bank | History | No change | 33,320 | 1,829 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 32,491 | 1,784 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WINTON GROUP Ltd | History | No change | 29,902 | 1,641 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 26,971 | 1,480 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 26,377 | 1,448 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 24,945 | 1,370 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 24,555 | 1,348 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 24,360 | 1,337 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 24,276 | 1,332 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 23,771 | 1,305 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 20,769 | 1,140 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 20,939 | 1,134 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 20,505 | 1,113 | 0.0% | 0.01% | 51 | -21,885 | -51.63% | Q3 2026 | Nov 05, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 19,130 | 1,038 | 0.17% | 0.17% | 52 | +60 | 0.31% | Q3 2026 | Oct 15, 2026 |
| Cerity Partners LLC | History | No change | 18,640 | 1,023 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 18,601 | 1,021 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 18,051 | 991 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 17,691 | 971 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 16,786 | 911 | 0.51% | 0.64% | 57 | -4,808 | -22.27% | Q3 2026 | Oct 19, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,561 | 909 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,409 | 900 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 15,716 | 862 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 15,558 | 854 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 15,327 | 841 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 15,250 | 827 | 0.0% | 0.0% | 63 | -5,514 | -26.56% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,490 | 765 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 13,580 | 745 | 0.18% | 0.18% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 12,567 | 690 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,220 | 671 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 12,192 | 669 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 11,890 | 645 | 0.02% | 0.02% | 69 | -52 | -0.44% | Q3 2026 | Oct 13, 2026 |
| R Squared Ltd | History | No change | 11,337 | 622 | 0.33% | 0.33% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,830 | 588 | 0.0% | 0.0% | 71 | -645 | -5.62% | Q3 2026 | Nov 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,395 | 570 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 10,300 | 569 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,268 | 563 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,840 | 540 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 9,537 | 523 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 9,269 | 508 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 9,241 | 501 | 0.01% | 0.01% | 78 | -72 | -0.77% | Q3 2026 | Nov 05, 2026 |
| Engineers Gate Manager LP | History | No change | 8,844 | 485 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 8,685 | 476 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 8,572 | 470 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 8,542 | 469 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 8,227 | 451 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,965 | 437 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 7,911 | 434 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| King Wealth Management Group | History | No change | 7,594 | 417 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,391 | 405 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 7,313 | 401 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 7,300 | 396 | 0.01% | 0.01% | 89 | -400 | -5.19% | Q3 2026 | Oct 20, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,028 | 385 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,535 | 358 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,451 | 354 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,256 | 343 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 5,987 | 325 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,706 | 313 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 5,697 | 312 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 5,657 | 310 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 5,587 | 306 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 5,516 | 304 | 0.17% | 0.17% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DUTCH ASSET Corp | History | No change | 5,500 | 298 | 0.14% | 0.15% | 100 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,315 | 291 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atom Investors LP | History | No change | 5,266 | 289 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,165 | 283 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,143 | 282 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 4,893 | 265 | 0.0% | 0.0% | 105 | -32 | -0.65% | Q3 2026 | Nov 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 4,740 | 260 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,633 | 254 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arizona State Retirement System | History | Added to | 4,674 | 253 | 0.0% | 0.0% | 108 | +85 | 1.85% | Q3 2026 | Nov 03, 2026 |
| Teton Advisors, LLC | History | No change | 4,620 | 253 | 0.15% | 0.15% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 4,585 | 251 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 4,639 | 251 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,565 | 250 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Graney & King, LLC | History | No change | 4,467 | 245 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,423 | 240 | 0.0% | 0.0% | 114 | -268 | -5.71% | Q3 2026 | Oct 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 4,357 | 239 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,352 | 238 | 0.0% | 0.0% | 116 | +225 | 5.45% | Q3 2026 | Oct 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,296 | 233 | 0.0% | 0.0% | 117 | -134 | -3.02% | Q3 2026 | Oct 22, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 4,126 | 228 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 4,087 | 224 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,060 | 224 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,011 | 217 | 0.0% | 0.0% | 121 | -132 | -3.19% | Q3 2026 | Nov 03, 2026 |
| Maryland State Retirement & Pension System | History | New | 3,870 | 210 | 0.0% | — | 122 | +3,870 | New | Q3 2026 | Nov 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 3,841 | 208 | 0.0% | 0.0% | 123 | -200 | -4.95% | Q3 2026 | Oct 29, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 3,812 | 206 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,781 | 205 | 0.0% | 0.0% | 125 | -170 | -4.3% | Q3 2026 | Nov 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 3,519 | 190 | 0.0% | 0.0% | 126 | -2,996 | -45.99% | Q3 2026 | Oct 15, 2026 |
| GAMMA Investing LLC | History | Added to | 3,451 | 187 | 0.01% | 0.01% | 127 | +247 | 7.71% | Q3 2026 | Oct 08, 2026 |
| SG Americas Securities, LLC | History | No change | 3,259 | 179 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,020 | 166 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,565 | 141 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 1,925 | 105 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,555 | 85 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,422 | 77 | 0.0% | 0.0% | 133 | +337 | 31.06% | Q3 2026 | Oct 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,344 | 73 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,299 | 71 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,284 | 70 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 973 | 53 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 942 | 51 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 800 | 43 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meramec Financial Planners, LLC | History | No change | 712 | 40 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 596 | 32 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 567 | 31 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 538 | 29 | 0.0% | 0.0% | 143 | -16 | -2.89% | Q3 2026 | Oct 05, 2026 |
| Community Bank, N.A. | History | No change | 500 | 27 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 486 | 26 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 452 | 24 | 0.0% | 0.0% | 146 | +204 | 82.26% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 406 | 22 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 336 | 19 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 329 | 17 | 0.0% | 0.0% | 149 | -21 | -6.0% | Q3 2026 | Oct 22, 2026 |
| FNY Investment Advisers, LLC | History | No change | 300 | 16 | 0.0% | 0.01% | 150 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 280 | 15 | 0.0% | 0.0% | 151 | -1 | -0.36% | Q3 2026 | Oct 22, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 255 | 14 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 260 | 14 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | Added to | 251 | 13 | 0.0% | 0.0% | 154 | +72 | 40.22% | Q3 2026 | Nov 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 186 | 10 | 0.0% | 0.0% | 156 | +12 | 6.9% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 194 | 10 | 0.0% | 0.0% | 155 | +5 | 2.65% | Q3 2026 | Nov 04, 2026 |
| IFG Advisory, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 153 | 8 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 148 | 8 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 136 | 7 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 112 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 74 | 4 | 0.0% | 0.0% | 162 | +54 | 270.0% | Q3 2026 | Nov 03, 2026 |
| Costello Asset Management, INC | History | No change | 78 | 4 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Essential Partners LLC | History | No change | 88 | 4 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 61 | 3 | 0.0% | 0.0% | 168 | +12 | 24.49% | Q3 2026 | Oct 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 71 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 57 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Wealth Partners | History | New | 51 | 2 | 0.0% | — | 172 | +51 | New | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 49 | 2 | 0.0% | — | 171 | +49 | New | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | No change | 39 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Compass Wealth Management LLC | History | New | 20 | 1 | 0.0% | — | 176 | +20 | New | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Added to | 9 | 1 | 0.0% | — | 174 | +1 | 12.5% | Q3 2026 | Oct 30, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ankerstar Wealth, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,434 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 18 | 0 | — | — | — | +7 | 63.64% | Q3 2026 | Oct 22, 2026 |
| UMB Private Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 19, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 23, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortitude Family Office, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |