TXNM ENERGY INC - TXNM

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 14,595,837 828,751 0.01% 0.01% 1 +1,235,130 9.24% Q2 2026 Aug 07, 2026
Blackstone Inc. History No change 8,000,000 454,240 1.38% 1.83% 2 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 7,113,061 403,879 0.5% 0.54% 3 -20,482 -0.29% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 6,740,196 382,708 0.02% 0.02% 4 +190,297 2.91% Q2 2026 Aug 13, 2026
Pentwater Capital Management LP History Added to 6,487,500 368,360 2.25% 0.85% 5 +3,687,500 131.7% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 4,842,279 274,944 0.01% 0.01% 6 +127,561 2.71% Q2 2026 Aug 13, 2026
STATE STREET CORP History Added to 4,124,968 234,215 0.01% 0.01% 7 +241,659 6.22% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,996,464 170,166 0.01% 0.01% 8 +205,051 7.35% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 2,470,809 140,292 0.05% 0.09% 9 -1,058,701 -30.0% Q2 2026 Aug 14, 2026
NORGES BANK History New 2,264,722 128,590 0.01% — 10 +2,264,722 New Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,206,304 125,273 0.01% 0.02% 11 -133,180 -5.69% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Added to 2,084,253 118,343 0.11% 0.08% 12 +832,019 66.44% Q2 2026 Aug 14, 2026
AQR Arbitrage LLC History Added to 1,812,443 102,910 1.47% 1.7% 13 +46,596 2.64% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Added to 1,583,353 89,902 0.0% 0.01% 14 +105,156 7.11% Q2 2026 Aug 13, 2026
Magnetar Financial LLC History Reduced 1,448,220 82,229 0.75% 0.88% 15 -26,918 -1.82% Q2 2026 Aug 14, 2026
Melqart Asset Management (UK) Ltd History Added to 1,370,244 77,802 7.4% 6.06% 16 +319,297 30.38% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 1,328,638 77,672 0.03% 0.02% 17 +237,360 21.75% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,262,285 71,672 0.01% 0.01% 18 +28,617 2.32% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 1,208,968 68,645 0.01% 0.01% 19 +78,298 6.92% Q2 2026 Aug 13, 2026
Invesco Ltd. History Added to 1,203,808 68,352 0.01% 0.01% 20 +284,038 30.88% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History Reduced 1,203,109 68,312 0.35% 0.51% 21 -144,142 -10.7% Q2 2026 Aug 14, 2026
Governors Lane LP History Added to 1,079,170 61,275 5.12% 1.66% 22 +634,756 142.83% Q2 2026 Aug 14, 2026
LMR Partners LLP History Added to 943,488 53,571 0.2% 0.09% 23 +244,992 35.07% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History Added to 933,521 53,005 0.34% 0.35% 24 +39,807 4.45% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History Added to 889,385 50,712 0.02% 0.02% 25 +204,021 29.77% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History Added to 889,956 50,531 0.04% 0.04% 26 +173,122 24.15% Q2 2026 Aug 13, 2026
Hudson Bay Capital Management LP History Added to 888,032 50,422 0.14% 0.16% 27 +95,922 12.11% Q2 2026 Aug 14, 2026
Empyrean Capital Partners, LP History Reduced 812,554 46,136 1.52% 2.75% 28 -630,000 -43.67% Q2 2026 Aug 14, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History Added to 811,090 46,053 3.08% 2.12% 29 +270,851 50.14% Q2 2026 Aug 14, 2026
UBS Group AG History Reduced 803,015 45,595 0.01% 0.02% 30 -1,228,289 -60.47% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 791,704 44,952 0.06% 0.08% 31 -65,479 -7.64% Q2 2026 Aug 14, 2026
Alberta Investment Management Corp History Reduced 791,387 44,934 0.25% 0.31% 32 -100,000 -11.22% Q2 2026 Aug 06, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 746,544 42,388 0.38% 0.43% 33 -8,782 -1.16% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Reduced 743,474 42,214 0.01% 0.01% 34 -9,840 -1.31% Q2 2026 Aug 06, 2026
WATER ISLAND CAPITAL LLC History Added to 737,734 41,888 3.9% 4.4% 35 +62,867 9.32% Q2 2026 Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 688,984 39,120 0.09% 0.08% 36 +173,258 33.59% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 666,367 37,836 0.01% 0.01% 37 +26,745 4.18% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 645,558 36,654 0.05% — 38 +645,558 New Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 609,070 34,582 0.03% 0.02% 39 +279,891 85.03% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History Reduced 549,405 31,195 0.02% 0.02% 40 -34,260 -5.87% Q2 2026 Aug 11, 2026
Sand Grove Capital Management LLP History Reduced 506,546 28,761 7.5% 8.71% 41 -155,535 -23.49% Q2 2026 Aug 14, 2026
HBK INVESTMENTS L P History Reduced 484,938 27,534 0.27% 1.8% 42 -2,556,000 -84.05% Q2 2026 Sep 16, 2026
ALPINE ASSOCIATES MANAGEMENT INC. History Reduced 433,368 24,606 1.54% 1.76% 43 -78,738 -15.38% Q2 2026 Aug 06, 2026
Squarepoint Ops LLC History Added to 430,937 24,468 0.03% 0.03% 44 +57,055 15.26% Q2 2026 Aug 14, 2026
Legal & General Group Plc History Reduced 427,046 24,247 0.01% 0.01% 45 -18,933 -4.25% Q2 2026 Aug 14, 2026
Weiss Asset Management LP History Added to 411,513 23,365 0.24% 0.16% 46 +246,108 148.79% Q2 2026 Aug 14, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 395,077 22,432 0.27% 0.35% 47 -18,122 -4.39% Q2 2026 Aug 12, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History Added to 391,636 22,237 3.23% 3.0% 48 +45,450 13.13% Q2 2026 Aug 12, 2026
Calamos Advisors LLC History New 380,686 21,615 0.07% — 49 +380,686 New Q2 2026 Jul 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 375,613 21,327 0.03% 0.14% 50 -1,144,044 -75.28% Q2 2026 Aug 13, 2026
READYSTATE ASSET MANAGEMENT LP History Reduced 372,964 21,176 0.72% 1.2% 51 -83,482 -18.29% Q2 2026 Aug 14, 2026
CAXTON ASSOCIATES LLP History Reduced 372,254 21,136 0.4% 0.92% 52 -323,381 -46.49% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Added to 362,001 20,554 0.0% 0.0% 53 +69,010 23.55% Q2 2026 Sep 02, 2026
BANK OF AMERICA CORP /DE/ History Added to 360,040 20,443 0.0% 0.0% 54 +54,445 17.82% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 352,411 20,009 0.01% 0.01% 55 +103,313 41.47% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History Added to 336,267 19,093 0.01% 0.02% 56 +14,150 4.39% Q2 2026 Aug 11, 2026
GLAZER CAPITAL, LLC History New 323,587 18,373 0.45% — 57 +323,587 New Q2 2026 Aug 14, 2026
River Road Asset Management, LLC History Reduced 316,352 17,962 0.2% 0.24% 58 -44,471 -12.32% Q2 2026 Jul 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 315,011 17,886 0.02% 0.01% 59 +213,717 210.99% Q2 2026 Aug 14, 2026
Capula Management Ltd History Added to 307,584 17,464 0.06% 0.01% 60 +271,563 753.9% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 300,000 17,034 0.13% 0.08% 61 +110,000 57.89% Q2 2026 Aug 13, 2026
Man Group plc History Added to 299,090 16,982 0.03% 0.02% 62 +154,838 107.34% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 297,087 16,868 0.0% 0.0% 63 +250,706 540.54% Q2 2026 Aug 14, 2026
CIBRA Capital Ltd History No change 283,458 16,570 8.0% 8.0% 64 0 0.0% Q1 2026 Apr 24, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 286,261 16,253 0.29% 0.37% 65 -13,215 -4.41% Q2 2026 Aug 14, 2026
Woodline Partners LP History Reduced 280,760 15,941 0.05% 0.09% 66 -133,083 -32.16% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 272,933 15,497 0.0% 0.0% 67 +47,668 21.16% Q2 2026 Aug 11, 2026
Trexquant Investment LP History New 270,666 15,368 0.09% — 68 +270,666 New Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Reduced 265,004 15,350 0.0% 0.0% 69 -871,356 -76.68% Q2 2026 Aug 12, 2026
PSquared Asset Management AG History New 274,400 15,349 5.02% — 70 +274,400 New Q2 2026 Aug 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 263,295 14,949 0.07% 0.08% 71 -14,980 -5.38% Q2 2026 Jul 17, 2026
Groupe la Francaise History Added to 341,953 14,257 0.17% 0.18% 72 +30,121 9.66% Q2 2026 Aug 25, 2026
TUDOR INVESTMENT CORP ET AL History Added to 234,603 13,320 0.02% 0.02% 73 +46,694 24.85% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 227,345 12,908 0.01% 0.01% 74 +6,931 3.14% Q2 2026 Aug 04, 2026
Nearwater Capital Markets, Ltd History New 223,100 12,667 0.22% — 75 +223,100 New Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Reduced 219,290 12,451 0.0% 0.01% 76 -598,776 -73.19% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 214,209 12,162 0.0% 0.0% 77 -3,461 -1.59% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 213,525 12,123 0.02% 0.02% 78 +48,115 29.09% Q2 2026 Aug 14, 2026
Polar Asset Management Partners Inc. History Added to 212,868 12,086 0.2% 0.09% 79 +132,149 163.71% Q2 2026 Aug 14, 2026
Birnam Oak Advisors, LP History Added to 198,018 11,243 1.82% 1.95% 80 +51,368 35.03% Q2 2026 Aug 14, 2026
Swiss National Bank History Added to 196,700 11,168 0.01% 0.01% 81 +2,700 1.39% Q2 2026 Aug 11, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 178,000 10,106 0.03% — 82 +178,000 New Q2 2026 Aug 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 173,148 9,831 0.01% 0.01% 83 +1,317 0.77% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 161,356 9,161 0.0% 0.01% 84 -178,282 -52.49% Q2 2026 Aug 03, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Added to 160,279 9,100 0.59% 0.7% 85 +5,626 3.64% Q2 2026 Jul 24, 2026
Athos Capital Ltd History Reduced 157,592 8,948 3.18% 2.89% 86 -2,650 -1.65% Q2 2026 Aug 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 149,080 8,464 0.62% 0.9% 87 -51,910 -25.83% Q2 2026 Aug 14, 2026
NINE MASTS CAPITAL Ltd History Added to 138,521 7,865 0.79% 0.85% 88 +38,040 37.86% Q2 2026 Aug 07, 2026
ProShare Advisors LLC History Added to 134,247 7,622 0.01% 0.01% 89 +4,605 3.55% Q2 2026 Aug 11, 2026
Amundi History Added to 132,319 7,513 0.0% 0.0% 90 +125,740 1911.23% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 127,385 7,232 0.0% 0.0% 91 -8,728 -6.41% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 123,541 7,015 0.0% 0.0% 92 +19,676 18.94% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History Added to 116,439 6,611 0.42% 0.16% 93 +71,340 158.19% Q2 2026 Aug 06, 2026
Magellan Asset Management Ltd History Added to 116,027 6,588 0.15% 0.08% 94 +4,632 4.16% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 114,211 6,484 0.01% 0.01% 95 -3,347 -2.85% Q2 2026 Aug 24, 2026
FMR LLC History Reduced 113,718 6,456 0.0% 0.0% 96 -314,220 -73.43% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History Reduced 112,495 6,387 0.01% 0.01% 97 -48,200 -29.99% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History Added to 112,164 6,368 0.17% 0.05% 98 +87,977 363.74% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Reduced 112,141 6,367 0.0% 0.0% 99 -53,027 -32.1% Q2 2026 Aug 07, 2026
MetLife Investment Management, LLC History Added to 106,960 6,073 0.03% 0.03% 100 +5,332 5.25% Q2 2026 Aug 13, 2026
Retirement Systems of Alabama History Reduced 103,053 5,851 0.02% 0.02% 101 -17,125 -14.25% Q2 2026 Jul 28, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Reduced 102,623 5,826 0.53% 0.65% 102 -6,088 -5.6% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 101,419 5,758 0.31% 0.44% 103 -34,863 -25.58% Q2 2026 Aug 13, 2026
Phocas Financial Corp. History Reduced 97,364 5,528 0.77% 0.95% 104 -5,905 -5.72% Q2 2026 Jul 30, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 92,727 5,265 0.07% 0.06% 105 +14,514 18.56% Q2 2026 Aug 14, 2026
SONA ASSET MANAGEMENT (US) LLC History New 90,000 5,110 0.11% — 106 +90,000 New Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Added to 89,815 5,099 0.01% 0.01% 107 +5,679 6.75% Q2 2026 Jul 28, 2026
SG Americas Securities, LLC History Added to 88,317 5,015 0.0% 0.0% 108 +47,155 114.56% Q2 2026 Aug 07, 2026
Yaupon Capital Management LP History Reduced 83,808 4,758 0.09% 0.32% 109 -91,050 -52.07% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History Reduced 82,501 4,684 0.03% 0.04% 110 -10,443 -11.24% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 81,200 4,610 0.0% 0.0% 111 +6,297 8.41% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History Added to 79,092 4,490 0.01% 0.01% 112 +12,076 18.02% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History Added to 78,159 4,437 0.01% 0.01% 113 +2,693 3.57% Q2 2026 Aug 13, 2026
Bridgewater Associates, LP History Added to 78,109 4,435 0.02% 0.02% 114 +3,190 4.26% Q2 2026 Aug 14, 2026
Quarry LP History Added to 78,063 4,432 0.37% 0.66% 115 +14,725 23.25% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 74,387 4,223 0.0% 0.0% 116 -405 -0.54% Q2 2026 Sep 09, 2026
Russell Investments Group, Ltd. History Added to 71,740 4,073 0.0% 0.0% 117 +56,204 361.77% Q2 2026 Aug 06, 2026
Dynamic Technology Lab Private Ltd History Reduced 71,498 4,060 0.91% 0.83% 118 -15,937 -18.23% Q2 2026 Aug 13, 2026
ABC ARBITRAGE SA History No change 70,642 4,011 0.43% 0.55% 119 0 0.0% Q2 2026 Jul 20, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 70,195 3,985 0.26% — 120 +70,195 New Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History Reduced 68,394 3,883 0.0% 0.02% 121 -497,527 -87.91% Q2 2026 Aug 14, 2026
R Squared Ltd History Reduced 68,165 3,870 2.03% 2.44% 122 -7,891 -10.38% Q2 2026 Aug 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 67,981 3,859 0.04% 0.03% 123 +19,352 39.8% Q2 2026 Aug 10, 2026
Skandinaviska Enskilda Banken AB (publ) History Reduced 66,954 3,801 0.14% 0.18% 124 -66,954 -50.0% Q2 2026 Aug 10, 2026
MACQUARIE GROUP LTD History Reduced 63,969 3,632 0.02% 0.03% 125 -12,774 -16.65% Q2 2026 Aug 14, 2026
Kintayl Capital LP History Reduced 59,168 3,359 1.33% 2.09% 126 -9,434 -13.75% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Reduced 59,059 3,353 0.04% 0.08% 127 -19,089 -24.43% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Reduced 58,848 3,341 0.0% 0.0% 128 -209,403 -78.06% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History Reduced 58,622 3,328 0.01% 0.01% 129 -843 -1.42% Q2 2026 Aug 13, 2026
Westchester Capital Management, LLC History New 58,597 3,327 0.16% — 130 +58,597 New Q2 2026 Aug 14, 2026
Quantbot Technologies LP History New 58,595 3,327 0.13% — 131 +58,595 New Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 57,514 3,266 0.01% 0.01% 132 -17,343 -23.17% Q2 2026 Jul 23, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 55,722 3,163 0.0% 0.0% 133 -42,166 -43.08% Q2 2026 Aug 14, 2026
Mint Tower Capital Management B.V. History Reduced 50,000 2,839 0.33% 0.58% 134 -60,000 -54.55% Q2 2026 Aug 18, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 47,682 2,707 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 29, 2026
Carmignac Gestion History No change 47,000 2,668 0.03% 0.04% 136 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 45,439 2,580 0.0% 0.01% 137 -585,882 -92.8% Q2 2026 Aug 11, 2026
Jupiter Topco LLC History New 44,219 2,511 0.0% — 138 +44,219 New Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 43,609 2,476 0.04% 0.11% 139 -83,570 -65.71% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History Added to 43,343 2,461 0.0% 0.0% 140 +3,113 7.74% Q2 2026 Aug 14, 2026
JANUS HENDERSON GROUP PLC History No change 41,731 2,439 0.0% 0.0% 141 0 0.0% Q1 2026 May 18, 2026
AMALGAMATED BANK History Reduced 42,427 2,409 0.02% 0.02% 142 -39 -0.09% Q2 2026 Jul 23, 2026
Atom Investors LP History New 42,034 2,386 0.21% — 143 +42,034 New Q2 2026 Aug 14, 2026
GREAT LAKES ADVISORS, LLC History Reduced 41,484 2,355 0.02% 0.03% 144 -10,787 -20.64% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History Reduced 41,236 2,341 0.0% 0.0% 145 -1,825 -4.24% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 40,970 2,326 0.0% 0.0% 146 -33,857 -45.25% Q2 2026 Aug 14, 2026
Tidal Investments LLC History Added to 39,613 2,249 0.0% 0.0% 147 +25,889 188.64% Q2 2026 Aug 13, 2026
Defiance ETFs, LLC History Added to 37,966 2,153 0.03% 0.01% 148 +27,408 259.59% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History Reduced 37,513 2,129 0.01% 0.01% 149 -708 -1.85% Q2 2026 Aug 04, 2026
Vanguard Global Advisers, LLC History Reduced 37,150 2,109 0.0% 0.0% 150 -907 -2.38% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History Added to 36,047 2,046 0.0% 0.0% 151 +2,762 8.3% Q2 2026 Aug 27, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 36,007 2,044 0.02% 0.02% 152 -1,559 -4.15% Q2 2026 Aug 11, 2026
Mariner, LLC History New 35,165 1,996 0.0% — 153 +35,165 New Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History Added to 34,729 1,971 0.01% 0.01% 154 +10,240 41.81% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 32,235 1,830 0.01% 0.01% 155 +651 2.06% Q2 2026 Aug 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 32,072 1,821 0.0% 0.0% 156 +4,783 17.53% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 31,596 1,794 0.0% 0.0% 157 +2,917 10.17% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 30,761 1,746 0.01% 0.01% 158 +3,163 11.46% Q2 2026 Jul 23, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 30,430 1,727 0.0% 0.0% 159 -112,004 -78.64% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 30,289 1,720 0.01% 0.01% 160 +1,600 5.58% Q2 2026 Aug 12, 2026
ALPS ADVISORS INC History Added to 29,892 1,697 0.01% 0.01% 161 +6,964 30.37% Q2 2026 Jul 29, 2026
Louisiana State Employees Retirement System History Added to 29,200 1,657 0.02% 0.03% 162 +800 2.82% Q2 2026 Jul 21, 2026
Creative Planning History Reduced 29,152 1,655 0.0% 0.0% 163 -1,812 -5.85% Q2 2026 Aug 13, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 28,679 1,628 0.45% — 164 +28,679 New Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 28,464 1,616 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
CAMBIAR INVESTORS LLC History Reduced 27,959 1,587 0.07% 0.08% 166 -49 -0.17% Q2 2026 Jul 31, 2026
TD Waterhouse Canada Inc. History Added to 27,908 1,582 0.0% 0.0% 167 +3,831 15.91% Q2 2026 Jul 27, 2026
Ameritas Investment Partners, Inc. History Added to 27,802 1,578 0.04% 0.05% 168 +1,420 5.38% Q2 2026 Aug 13, 2026
CSS LLC/IL History Added to 27,393 1,555 0.06% 0.04% 169 +12,200 80.3% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 27,161 1,542 0.02% 0.02% 170 -1,513 -5.28% Q2 2026 Jul 16, 2026
Arizona State Retirement System History Added to 27,049 1,535 0.01% 0.01% 171 +123 0.46% Q2 2026 Aug 07, 2026
State of Tennessee, Department of Treasury History Reduced 26,461 1,502 0.0% 0.01% 172 -476 -1.77% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 24,364 1,383 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 10, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 23,289 1,322 0.01% 0.01% 174 -300 -1.27% Q2 2026 Jul 30, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 22,412 1,272 0.01% 0.02% 175 +451 2.05% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 22,126 1,256 0.0% 0.0% 176 +39 0.18% Q2 2026 Aug 14, 2026
VISTA INVESTMENT PARTNERS LLC History Reduced 22,099 1,254 0.32% 0.41% 177 -4,350 -16.45% Q2 2026 Jul 09, 2026
SEI INVESTMENTS CO History Reduced 22,076 1,253 0.0% 0.0% 178 -1,143 -4.92% Q2 2026 Aug 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 21,338 1,211 0.1% 0.12% 179 -46 -0.22% Q2 2026 Jul 07, 2026
Vestcor Inc History Added to 20,839 1,183 0.03% 0.03% 180 +3,900 23.02% Q2 2026 Aug 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 20,639 1,171 0.01% 0.02% 181 +500 2.48% Q2 2026 Jul 28, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 19,524 1,108 0.0% 0.0% 182 +3,083 18.75% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History Added to 18,810 1,068 0.0% 0.0% 183 +1,480 8.54% Q2 2026 Aug 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 17,794 1,010 0.01% 0.01% 184 +6,825 62.22% Q2 2026 Aug 11, 2026
Neuberger Berman Group LLC History Reduced 17,599 999 0.0% 0.0% 185 -31,685 -64.29% Q2 2026 Aug 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 17,500 994 0.02% 0.03% 186 0 0.0% Q2 2026 Jul 29, 2026
Pathstone Holdings, LLC History Reduced 16,993 964 0.0% 0.01% 187 -5,632 -24.89% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 16,963 963 0.0% 0.0% 188 +343 2.06% Q2 2026 Aug 07, 2026
Pictet Asset Management Holding SA History No change 16,887 958 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 30, 2026
Meeder Advisory Services, Inc. History Added to 16,468 935 0.03% 0.03% 190 +5,897 55.78% Q2 2026 Aug 07, 2026
Resona Asset Management Co.,Ltd. History Added to 16,059 911 0.0% 0.0% 191 +52 0.32% Q2 2026 Jul 29, 2026
Advisors Asset Management, Inc. History Reduced 15,470 878 0.01% 0.02% 192 -432 -2.72% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History Added to 15,433 875 0.01% 0.01% 193 +13 0.08% Q2 2026 Jul 20, 2026
GAMMA Investing LLC History Added to 15,159 860 0.03% 0.03% 194 +4,472 41.85% Q2 2026 Jul 07, 2026
Point72 Asset Management, L.P. History Reduced 15,048 854 0.0% 0.01% 195 -135,439 -90.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History Reduced 15,000 851 0.01% 0.04% 196 -70,000 -82.35% Q2 2026 Aug 13, 2026
Carlson Capital, L.P. History New 15,000 851 0.17% — 197 +15,000 New Q2 2026 Aug 12, 2026
XPONANCE LLC History Added to 14,921 847 0.01% 0.01% 198 +917 6.55% Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History Added to 14,747 837 0.02% 0.02% 199 +513 3.6% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 14,491 822 0.0% 0.0% 200 +1,160 8.7% Q2 2026 Aug 19, 2026
ROYAL BANK OF CANADA History Added to 14,471 821 0.0% 0.0% 201 +3,509 32.01% Q2 2026 Aug 14, 2026
Savant Capital, LLC History Added to 14,084 811 0.0% 0.0% 202 +7,162 103.47% Q2 2026 Aug 10, 2026
Inspire Investing, LLC History Added to 14,211 806 0.03% 0.05% 203 +3,171 28.72% Q2 2026 Aug 12, 2026
Pacer Advisors, Inc. History Reduced 13,459 764 0.0% 0.0% 204 -1,012 -6.99% Q2 2026 Aug 13, 2026
Cerity Partners LLC History Added to 13,136 745 0.0% 0.0% 205 +5,155 64.59% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 12,594 715 0.0% 0.0% 206 -2,433 -16.19% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History Added to 11,975 679 0.0% 0.0% 208 +2,144 21.81% Q2 2026 Aug 12, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Added to 11,976 679 0.04% 0.04% 207 +152 1.29% Q2 2026 Jul 20, 2026
FIRST CITIZENS BANK & TRUST CO History New 11,459 650 0.01% — 210 +11,459 New Q2 2026 Jul 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 11,453 650 0.0% 0.0% 209 -1,261 -9.92% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History New 11,240 638 0.0% — 211 +11,240 New Q2 2026 Sep 23, 2026
Bank & Trust Co History No change 11,090 629 0.4% 0.44% 212 0 0.0% Q2 2026 Jul 10, 2026
Cynosure Group, LLC History New 10,699 607 0.09% — 213 +10,699 New Q2 2026 Aug 05, 2026
STRS OHIO History Added to 10,600 601 0.0% 0.0% 214 +1,900 21.84% Q2 2026 Jul 30, 2026
Hennion & Walsh Asset Management, Inc. History Added to 10,443 592 0.02% 0.02% 215 +1 0.01% Q2 2026 Jul 08, 2026
iSAM Funds (UK) Ltd History Reduced 10,200 579 0.41% 0.53% 216 -8,157 -44.44% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History New 10,170 577 0.0% — 217 +10,170 New Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 10,098 573 0.0% 0.0% 218 +3,192 46.22% Q2 2026 Aug 06, 2026
Cannon Global Investment Management, LLC History New 10,000 567 1.6% — 219 +10,000 New Q2 2026 Jul 30, 2026
Engineers Gate Manager LP History Reduced 9,440 536 0.01% 0.02% 220 -17,479 -64.93% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 9,226 524 0.0% 0.0% 221 -773 -7.73% Q2 2026 Jul 15, 2026
OSAIC HOLDINGS, INC. History Added to 9,176 520 0.0% 0.0% 222 +547 6.34% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,961 508 0.0% 0.0% 223 +2,593 40.72% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History Reduced 8,825 501 0.01% 0.02% 224 -2,184 -19.84% Q2 2026 Aug 11, 2026
Olympiad Research LP History Reduced 8,663 491 1.02% 3.15% 225 -9,030 -51.04% Q2 2026 Jul 24, 2026
Vise Technologies, Inc. History Added to 8,281 470 0.01% 0.01% 226 +775 10.33% Q2 2026 Aug 10, 2026
PenderFund Capital Management Ltd. History Added to 8,200 465 0.06% 0.05% 227 +2,800 51.85% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 8,025 455 0.0% 0.0% 228 +704 9.62% Q2 2026 Jul 29, 2026
FEDERATED HERMES, INC. History Reduced 7,698 437 0.0% 0.0% 229 -94 -1.21% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History Reduced 7,626 433 0.0% 0.0% 230 -476 -5.88% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 7,348 421 0.02% 0.02% 231 +204 2.86% Q2 2026 Jul 23, 2026
Ballentine Partners, LLC History Added to 7,384 419 0.01% 0.01% 232 +595 8.76% Q2 2026 Jul 17, 2026
IFM Investors Pty Ltd History Added to 7,329 416 0.0% 0.0% 233 +200 2.81% Q2 2026 Jul 21, 2026
CIBC Bancorp USA Inc. History Reduced 7,014 398 0.0% 0.0% 234 -1,095 -13.5% Q2 2026 Aug 13, 2026
CWM, LLC History No change 6,801 397 0.0% 0.0% 235 0 0.0% Q1 2026 May 14, 2026
Chicago Partners Investment Group LLC History Added to 6,489 378 0.01% 0.01% 236 +628 10.71% Q2 2026 Jul 29, 2026
Swiss Life Asset Management Ltd History Added to 6,612 375 0.0% 0.0% 237 +678 11.43% Q2 2026 Jul 29, 2026
Tyche Wealth Partners LLC History Reduced 6,593 374 0.05% 0.06% 238 -66 -0.99% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History Added to 6,570 373 0.0% 0.0% 239 +552 9.17% Q2 2026 Aug 07, 2026
PANAGORA ASSET MANAGEMENT INC History No change 6,506 369 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 06, 2026
Caitong International Asset Management Co., Ltd History New 6,395 363 0.05% — 241 +6,395 New Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History Reduced 6,295 357 0.0% 0.0% 242 -2,436 -27.9% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History Added to 6,059 344 0.0% 0.0% 243 +1,752 40.68% Q2 2026 Aug 12, 2026
LPL Financial LLC History Reduced 5,892 334 0.0% 0.0% 244 -587 -9.06% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History Reduced 5,595 317 0.0% 0.0% 246 -183 -3.17% Q2 2026 Aug 13, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 5,600 317 0.06% 0.06% 245 0 0.0% Q2 2026 Jul 14, 2026
DnB Asset Management AS History No change 5,574 316 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 5,421 307 0.0% 0.0% 248 -898 -14.21% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History No change 5,229 296 0.0% 0.0% 249 0 0.0% Q2 2026 Jul 16, 2026
SIMPLEX TRADING, LLC History Added to 5,144 292 0.0% 0.0% 250 +3,449 203.48% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 5,133 291 0.0% 0.0% 251 -4,652 -47.54% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 5,051 286 0.0% 0.0% 252 -498 -8.97% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History New 5,007 284 0.0% — 253 +5,007 New Q2 2026 Jul 27, 2026
Themes Management Co LLC History Added to 4,923 279 0.18% 0.17% 254 +330 7.18% Q2 2026 Jul 21, 2026
Walleye Trading LLC History Added to 4,900 278 0.0% 0.0% 255 +100 2.08% Q2 2026 Aug 03, 2026
Orion Porfolio Solutions, LLC History Reduced 4,889 277 0.0% 0.0% 256 -962 -16.44% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 4,865 276 0.0% 0.0% 257 -7,710 -61.31% Q2 2026 Sep 23, 2026
M&T BANK CORP History Reduced 4,748 269 0.0% 0.0% 258 -258 -5.15% Q2 2026 Aug 04, 2026
ARMISTICE CAPITAL, LLC History New 4,713 267 0.0% — 259 +4,713 New Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 4,681 265 0.0% 0.01% 260 -107 -2.23% Q2 2026 Jul 23, 2026
JOURNEY STRATEGIC WEALTH LLC History No change 4,550 265 0.01% 0.01% 261 0 0.0% Q1 2026 Apr 15, 2026
Marex Group Ltd History New 4,506 255 0.0% — 262 +4,506 New Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 4,340 246 0.01% 0.02% 263 0 0.0% Q2 2026 Aug 04, 2026
Empowered Funds, LLC History Added to 4,302 244 0.0% 0.0% 264 +94 2.23% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,251 241 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 10, 2026
DGS Capital Management, LLC History No change 4,130 241 0.04% 0.04% 266 0 0.0% Q1 2026 Apr 28, 2026
Stratos Investment Management, LLC History New 4,173 236 0.01% — 268 +4,173 New Q2 2026 Aug 11, 2026
PROFUND ADVISORS LLC History Added to 4,162 236 0.01% 0.01% 267 +303 7.85% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 4,140 235 0.0% 0.0% 269 +2,254 119.51% Q2 2026 Aug 12, 2026
Fieldview Capital Management, LLC History Reduced 4,038 229 0.07% 0.1% 270 -1,971 -32.8% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History Added to 4,000 227 0.01% 0.01% 271 +200 5.26% Q2 2026 Aug 07, 2026
Johnson Financial Group, LLC History New 3,964 225 0.01% — 273 +3,964 New Q2 2026 Aug 06, 2026
Brooklyn Investment Group History No change 3,862 225 0.01% 0.01% 272 0 0.0% Q1 2026 Apr 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 3,912 222 0.0% 0.0% 274 +125 3.3% Q2 2026 Aug 17, 2026
SIGNATUREFD, LLC History Added to 3,773 214 0.0% 0.0% 275 +615 19.47% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History Reduced 3,679 208 0.0% 0.01% 276 -2,696 -42.29% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History Reduced 3,657 207 0.0% 0.0% 277 -114,421 -96.9% Q2 2026 Aug 14, 2026
Ascent Group, LLC History New 3,633 206 0.01% — 278 +3,633 New Q2 2026 Aug 03, 2026
AE Wealth Management LLC History Reduced 3,564 202 0.0% 0.0% 279 -675 -15.92% Q2 2026 Aug 03, 2026
Virtus Investment Advisers, LLC History Added to 3,405 193 0.04% 0.05% 280 +182 5.65% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History New 3,219 182 0.0% — 281 +3,219 New Q2 2026 Aug 06, 2026
Larson Financial Group LLC History Added to 2,977 169 0.0% 0.01% 282 +39 1.33% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,917 165 0.02% 0.02% 283 0 0.0% Q2 2026 Aug 07, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,826 160 0.0% 0.0% 284 +582 25.94% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,434 138 0.0% 0.0% 285 +1,149 89.42% Q2 2026 Aug 13, 2026
KBC Group NV History Reduced 2,300 131 0.0% 0.0% 286 -749 -24.57% Q2 2026 Aug 05, 2026
Sterling Capital Management LLC History Reduced 2,223 126 0.0% 0.0% 287 -1,138 -33.86% Q2 2026 Jul 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,889 107 0.0% 0.0% 288 +494 35.41% Q2 2026 Aug 14, 2026
Allworth Financial LP History Added to 1,548 87 0.0% 0.0% 289 +21 1.38% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History New 1,500 85 0.0% — 290 +1,500 New Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Reduced 1,445 82 0.0% 0.0% 291 -182 -11.19% Q2 2026 Jul 17, 2026
UMB Bank, n.a. History Added to 1,290 73 0.0% 0.0% 292 +140 12.17% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Added to 1,255 71 0.01% 0.01% 293 +144 12.96% Q2 2026 Jul 02, 2026
NewEdge Advisors, LLC History No change 1,081 61 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History Reduced 965 54 0.0% 0.0% 295 -292 -23.23% Q2 2026 Jul 24, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History New 950 53 0.01% — 296 +950 New Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 913 51 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History Reduced 811 46 0.0% 0.0% 298 -3 -0.37% Q2 2026 Aug 13, 2026
Kemnay Advisory Services Inc. History New 801 45 0.01% — 299 +801 New Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 770 43 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 766 43 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 730 41 0.0% 0.0% 302 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History New 675 38 0.0% — 305 +675 New Q2 2026 Aug 10, 2026
IFP Advisors, Inc History Reduced 684 38 0.0% 0.0% 304 -5 -0.73% Q2 2026 Jul 20, 2026
EASTERN BANK History No change 686 38 0.0% 0.0% 303 0 0.0% Q2 2026 Jul 01, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 560 31 0.0% 0.0% 306 0 0.0% Q2 2026 Jul 31, 2026
Optiver Holding B.V. History Added to 538 30 0.0% 0.0% 307 +182 51.12% Q2 2026 Aug 12, 2026
Ares Financial Consulting, LLC History No change 536 30 0.02% 0.02% 308 0 0.0% Q2 2026 Jul 09, 2026
Ameritas Advisory Services, LLC History New 522 29 0.0% — 309 +522 New Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History New 507 28 0.01% — 310 +507 New Q2 2026 Jul 23, 2026
Hughes Financial Services, LLC History Added to 476 27 0.0% 0.0% 312 +5 1.06% Q2 2026 Jul 20, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 480 27 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 389 22 0.0% 0.0% 313 +231 146.2% Q2 2026 Jul 02, 2026
Fortis Group Advisors, LLC History No change 400 22 0.0% 0.0% 314 0 0.0% Q2 2026 Jul 24, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 370 21 0.0% 0.0% 316 -610 -62.24% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 376 21 0.0% 0.0% 315 -72 -16.07% Q2 2026 Aug 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 377 21 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 07, 2026
Westside Investment Management, Inc. History No change 371 21 0.0% 0.0% 318 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History New 303 17 0.01% — 321 +303 New Q2 2026 Aug 13, 2026
ASSETMARK, INC History Added to 305 17 0.0% 0.0% 319 +183 150.0% Q2 2026 Jul 30, 2026
Stone House Investment Management, LLC History Added to 317 17 0.0% 0.0% 320 +162 104.52% Q2 2026 Aug 05, 2026
Private Wealth Management Group, LLC History No change 280 15 0.0% 0.0% 322 0 0.0% Q2 2026 Jul 27, 2026
Bare Financial Services, Inc History Added to 249 14 0.0% 0.0% 324 +52 26.4% Q2 2026 Jul 27, 2026
PITTENGER & ANDERSON INC History No change 250 14 0.0% 0.0% 323 0 0.0% Q2 2026 Jul 27, 2026
Tidemark, LLC History No change 250 14 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 10, 2026
Manchester Capital Management LLC History No change 225 12 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History No change 219 12 0.0% 0.0% 327 0 0.0% Q2 2026 Jul 16, 2026
Bell Investment Advisors, Inc History No change 224 12 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History Added to 201 11 0.0% 0.0% 330 +18 9.84% Q2 2026 Sep 04, 2026
Atlantic Union Bankshares Corp History No change 199 11 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History Added to 192 10 0.0% 0.0% 331 +4 2.13% Q2 2026 Aug 14, 2026
Smithfield Trust Co History No change 150 9 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 05, 2026
Covestor Ltd History Added to 139 8 0.0% 0.0% 333 +13 10.32% Q2 2026 Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 155 8 0.0% 0.01% 334 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 116 6 0.0% 0.0% 335 -147 -55.89% Q2 2026 Aug 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 100 5 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History No change 95 5 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 17, 2026
FIDUCIARY FINANCIAL ADVISORS History New 72 4 0.0% — 343 +72 New Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 87 4 0.0% 0.0% 339 +51 141.67% Q2 2026 Aug 04, 2026
Cornerstone Planning Group LLC History Added to 80 4 0.0% 0.0% 340 +12 17.65% Q2 2026 Jul 29, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 81 4 0.0% 0.0% 338 0 0.0% Q2 2026 Jul 20, 2026
WealthCollab, LLC History No change 76 4 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 10, 2026
Torren Management, LLC History No change 79 4 0.0% 0.0% 342 0 0.0% Q2 2026 Jul 10, 2026
HUNTINGTON NATIONAL BANK History Reduced 53 3 0.0% 0.0% 344 -414 -88.65% Q2 2026 Aug 13, 2026
Sachetta, LLC History New 54 3 0.0% — 351 +54 New Q2 2026 Jul 15, 2026
Cornerstone Financial Management LLC History Added to 59 3 0.0% — 350 +42 247.06% Q2 2026 Aug 28, 2026
WPG Advisers, LLC History Added to 54 3 0.0% 0.0% 349 +20 58.82% Q2 2026 Aug 05, 2026
Cedar Mountain Advisors, LLC History No change 63 3 0.0% 0.0% 345 0 0.0% Q2 2026 Jul 02, 2026
Acumen Wealth Advisors, LLC History No change 68 3 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 03, 2026
Millstone Evans Group, LLC History No change 53 3 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 11, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 59 3 0.0% 0.0% 348 0 0.0% Q2 2026 Jul 15, 2026
Rossby Financial, LCC History Added to 42 2 0.0% 0.0% 357 +9 27.27% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO History No change 47 2 0.0% 0.0% 352 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 36 2 0.0% 0.0% 353 0 0.0% Q2 2026 Jul 28, 2026
JFS WEALTH ADVISORS, LLC History No change 41 2 0.0% 0.0% 354 0 0.0% Q2 2026 Jul 10, 2026
Heritage Wealth Advisors History No change 50 2 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 14, 2026
Prestige Wealth Management Group LLC History No change 43 2 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 14, 2026
Bayforest Capital Ltd History Reduced 34 1 0.0% 0.11% 368 -1,706 -98.05% Q2 2026 Aug 05, 2026
Avion Wealth History New 32 1 0.0% — 372 +32 New Q2 2026 Jul 31, 2026
SHP Wealth Management History Added to 27 1 0.0% — 364 +15 125.0% Q2 2026 Aug 11, 2026
Essential Partners LLC History Reduced 27 1 0.0% 0.0% 371 -15 -35.71% Q2 2026 Aug 10, 2026
Physician Wealth Advisors, Inc. History Reduced 24 1 0.0% 0.0% 363 -11 -31.43% Q2 2026 Jul 20, 2026
AdvisorNet Financial, Inc History Added to 26 1 0.0% — 361 +9 52.94% Q2 2026 Jul 23, 2026
Clearstead Advisors, LLC History Added to 33 1 0.0% 0.0% 359 +8 32.0% Q2 2026 Aug 06, 2026
True Wealth Design, LLC History Added to 27 1 0.0% 0.0% 367 +8 42.11% Q2 2026 Jul 16, 2026
HARBOUR INVESTMENTS, INC. History Added to 22 1 0.0% 0.0% 358 +2 10.0% Q2 2026 Aug 12, 2026
NBT BANK, N.A. History No change 22 1 0.0% 0.0% 360 0 0.0% Q2 2026 Jul 29, 2026
MCF Advisors LLC History No change 30 1 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 26 1 0.0% 0.0% 365 0 0.0% Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History No change 26 1 0.0% 0.0% 366 0 0.0% Q2 2026 Jul 22, 2026
Kilter Group LLC History No change 22 1 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 11, 2026
Sankala Group LLC History No change 30 1 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 18, 2026
Zimmer Partners, LP History Closed out 0 0 — 2.16% — -1,532,247 -100.0% Q2 2026 Aug 14, 2026
Capricorn Fund Managers Ltd History Closed out 0 0 — 1.38% — -151,009 -100.0% Q2 2026 Jul 24, 2026
Aberdeen Group plc History Closed out 0 0 — 0.01% — -150,600 -100.0% Q2 2026 Jul 31, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.07% — -150,025 -100.0% Q2 2026 Aug 10, 2026
Freestone Grove Partners LP History Closed out 0 0 — 0.05% — -131,813 -100.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 — 0.0% — -101,074 -100.0% Q2 2026 Aug 12, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History Closed out 0 0 — 0.03% — -71,000 -100.0% Q2 2026 Aug 13, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 — 0.28% — -59,911 -100.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.01% — -53,105 -100.0% Q2 2026 Aug 14, 2026
REAVES W H & CO INC History Closed out 0 0 — 0.04% — -41,188 -100.0% Q2 2026 Jul 30, 2026
DLD Asset Management, LP History Closed out 0 0 — 0.18% — -34,405 -100.0% Q2 2026 Aug 12, 2026
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.14% — -26,846 -100.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History Closed out 0 0 — 0.01% — -23,295 -100.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History Closed out 0 0 — 0.02% — -21,656 -100.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History Closed out 0 0 — 0.01% — -20,505 -100.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History Closed out 0 0 — 0.0% — -6,768 -100.0% Q2 2026 Aug 14, 2026
FORA Capital, LLC History Closed out 0 0 — 0.03% — -6,303 -100.0% Q2 2026 Aug 13, 2026
One68 Global Capital, LLC History Closed out 0 0 — 1.13% — -6,000 -100.0% Q2 2026 Aug 17, 2026
FNY Investment Advisers, LLC History Closed out 0 0 — 0.13% — -5,000 -100.0% Q2 2026 Jul 08, 2026
Gotham Asset Management, LLC History Closed out 0 0 — 0.0% — -3,874 -100.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History Closed out 0 0 — 0.01% — -3,868 -100.0% Q2 2026 Aug 12, 2026
BENJAMIN EDWARDS INC History Closed out 0 0 — 0.0% — -3,472 -100.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -269 -100.0% Q2 2026 Aug 12, 2026
Destiny Wealth Partners, LLC History Closed out 0 0 — 0.0% — -250 -100.0% Q2 2026 Aug 07, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -172 -100.0% Q2 2026 Jul 29, 2026
Elequin Capital, LP History Reduced 9 0 — 0.0% — -144 -94.12% Q2 2026 Aug 13, 2026
Clearstead Trust, LLC History Closed out 0 0 — 0.0% — -116 -100.0% Q2 2026 Aug 06, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 — 0.0% — -114 -100.0% Q2 2026 Aug 10, 2026
Ascentis Independent Advisors History Closed out 0 0 — 0.0% — -103 -100.0% Q2 2026 Aug 04, 2026
MAI Capital Management History Closed out 0 0 — 0.0% — -71 -100.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History Reduced 9 0 — 0.0% — -59 -86.76% Q2 2026 Jul 21, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -47 -100.0% Q2 2026 Aug 13, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -37 -100.0% Q2 2026 Jul 27, 2026
Wall Street Financial Group, Inc. History Closed out 0 0 — 0.0% — -34 -100.0% Q2 2026 Jul 13, 2026
Quent Capital, LLC History Closed out 0 0 — 0.0% — -24 -100.0% Q2 2026 Aug 07, 2026
Marquette Asset Management, LLC History Closed out 0 0 — 0.0% — -22 -100.0% Q2 2026 Jul 09, 2026
Rialto Wealth Management, LLC History Reduced 2 0 — 0.0% — -18 -90.0% Q2 2026 Aug 11, 2026
Financial Network Wealth Advisors LLC History New 14 0 — — — +14 New Q2 2026 Jul 29, 2026
American Capital Advisory, LLC History New 14 0 — — — +14 New Q2 2026 Jul 28, 2026
AMERIFLEX GROUP, INC. History New 14 0 — — — +14 New Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History Added to 10 0 — — — +8 400.0% Q2 2026 Aug 11, 2026
Buck Wealth Strategies, LLC History New 7 0 — — — +7 New Q2 2026 Jul 30, 2026
Planning Strategies Inc. History New 6 0 — — — +6 New Q2 2026 Jul 27, 2026
Investors Portfolio Services LLC History Closed out 0 0 — — — -5 -100.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History New 4 0 — — — +4 New Q2 2026 Jul 20, 2026
Principia Wealth Advisory, LLC History New 3 0 — — — +3 New Q2 2026 Aug 26, 2026
Wealth Enhancement Trust Services, Inc. History New 3 0 — — — +3 New Q2 2026 Jul 22, 2026
Horizon Investments, LLC History Reduced 2 0 — — — -2 -50.0% Q2 2026 Aug 13, 2026
Dunhill Financial, LLC History Closed out 0 0 — — — -2 -100.0% Q2 2026 Aug 07, 2026
Financial Management Professionals, Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Sunbelt Securities, Inc. History No change 10 0 — — — 0 0.0% Q1 2026 May 15, 2026
Bay Harbor Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
TFC Financial Management, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
SBI Securities Co., Ltd. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
DiNuzzo Private Wealth, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Rakuten Securities, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 04, 2026