Unusual Machines, Inc. - UMAC

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.
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 3,648,657 81,365 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,389,299 53,281 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 2,225,633 49,631 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 14, 2026
Halter Ferguson Financial Inc. History Added to 1,782,969 43,647 7.57% 5.53% 4 +250,621 16.36% Q3 2026 Oct 21, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,907,459 42,536 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,618,266 36,087 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
Hood River Capital Management LLC History No change 1,496,374 33,369 0.24% 0.24% 7 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 1,405,902 31,351 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 1,299,797 28,985 0.1% 0.1% 9 0 0.0% Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 1,168,543 26,058 0.24% 0.24% 10 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,116,936 24,913 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 995,400 22,197 0.0% 0.0% 12 0 0.0% Q2 2026 Sep 02, 2026
MORGAN STANLEY History No change 986,642 22,002 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
Granahan Investment Management, LLC History No change 829,328 18,494 0.66% 0.66% 14 0 0.0% Q2 2026 Aug 14, 2026
Defiance ETFs, LLC History No change 761,161 17,674 0.24% 0.24% 15 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 747,001 16,658 0.13% 0.13% 16 0 0.0% Q2 2026 Aug 13, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 718,500 16,022 0.48% 0.48% 17 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 547,649 12,212 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 537,748 11,991 0.18% 0.18% 19 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 425,038 9,479 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 410,405 9,152 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 403,782 9,004 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
WASATCH ADVISORS LP History Reduced 362,634 8,877 0.07% 0.05% 23 -8 -0.0% Q3 2026 Oct 13, 2026
NORTHERN TRUST CORP History No change 380,760 8,490 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 373,235 8,323 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 313,167 6,983 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 298,520 6,656 0.05% 0.05% 27 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 277,054 6,178 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History No change 275,000 6,132 0.07% 0.07% 29 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 257,127 5,734 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 249,762 5,569 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 218,473 4,871 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 214,400 4,781 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History Reduced 193,655 4,740 0.0% 0.0% 34 -51,093 -20.88% Q3 2026 Nov 05, 2026
UBS Group AG History No change 181,804 4,054 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
Palisades Investment Partners, LLC History Added to 160,818 3,936 1.14% 0.95% 36 +11,696 7.84% Q3 2026 Nov 03, 2026
NEXT CENTURY GROWTH INVESTORS LLC History No change 176,254 3,930 0.21% 0.21% 37 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 144,155 3,528 0.0% 0.0% 38 +9,678 7.2% Q3 2026 Nov 05, 2026
GROUP ONE TRADING LLC History No change 154,203 3,438 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 129,645 3,173 0.0% 0.0% 40 +8,681 7.18% Q3 2026 Nov 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 135,498 3,021 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 130,640 2,913 0.04% 0.04% 42 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 126,189 2,814 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History Added to 106,846 2,615 0.0% 0.0% 44 +28,674 36.68% Q3 2026 Nov 05, 2026
Nuveen, LLC History No change 116,318 2,593 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 112,729 2,513 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 104,500 2,330 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History Added to 94,110 2,303 0.02% 0.01% 48 +29,264 45.13% Q3 2026 Oct 16, 2026
BARCLAYS PLC History No change 79,297 1,768 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
SIERRA SUMMIT ADVISORS LLC History New 71,246 1,744 0.2% — 50 +71,246 New Q3 2026 Oct 27, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 77,550 1,729 0.0% 0.0% 51 0 0.0% Q2 2026 Jul 29, 2026
MYDA Advisors LLC History No change 75,000 1,672 0.25% 0.25% 52 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History Added to 62,698 1,534 0.02% 0.01% 53 +7,560 13.71% Q3 2026 Oct 26, 2026
KIECKHEFER GROUP LLC History No change 60,000 1,468 0.58% 0.54% 54 0 0.0% Q3 2026 Oct 13, 2026
Diametric Capital, LP History No change 65,279 1,455 0.15% 0.15% 55 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 64,814 1,445 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 61,167 1,364 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Connective Capital Management, LLC History No change 58,701 1,309 0.92% 0.92% 58 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 57,012 1,271 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 11, 2026
SCS Capital Management LLC History No change 53,955 1,203 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 06, 2026
D. E. Shaw & Co., Inc. History No change 50,633 1,129 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 50,365 1,123 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 48,200 1,074 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 46,587 1,038 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 45,449 1,013 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 07, 2026
AlphaCentric Advisors LLC History Reduced 40,000 979 0.87% 0.94% 66 -10,000 -20.0% Q3 2026 Nov 03, 2026
Covestor Ltd History Reduced 38,577 944 0.6% 0.78% 67 -22,225 -36.55% Q3 2026 Oct 30, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 37,344 914 0.08% 0.07% 68 0 0.0% Q3 2026 Oct 06, 2026
SIMPLEX TRADING, LLC History Added to 34,919 854 0.0% 0.0% 69 +22,556 182.45% Q3 2026 Nov 04, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 37,543 838 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Informed Momentum Co LLC History No change 37,086 827 0.07% 0.07% 71 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History Reduced 29,822 730 0.02% 0.02% 72 -12,349 -29.28% Q3 2026 Oct 16, 2026
RAYMOND JAMES FINANCIAL INC History No change 31,766 708 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 29,777 664 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
CenterBook Partners LP History New 26,999 660 0.03% — 75 +26,999 New Q3 2026 Nov 02, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 28,189 628 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 13, 2026
KMT WEALTH MANAGEMENT, LLC History No change 27,690 617 0.52% 0.52% 77 0 0.0% Q2 2026 Aug 05, 2026
MetLife Investment Management, LLC History No change 27,100 604 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 47,700 591 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 23,951 586 0.0% — 80 +23,951 New Q3 2026 Nov 02, 2026
Invesco Ltd. History No change 24,805 553 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
CANTOR FITZGERALD, L. P. History No change 24,402 544 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
Marex Group Ltd History No change 23,986 534 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Kingsbury Capital Investment Advisors LLC History Reduced 21,324 522 0.49% 0.52% 84 -6,366 -22.99% Q3 2026 Oct 20, 2026
AMERICAN CENTURY COMPANIES INC History No change 23,078 514 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 22,729 506 0.01% 0.01% 86 0 0.0% Q2 2026 Jul 29, 2026
MARSHALL WACE, LLP History No change 22,054 491 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 21,250 473 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 12, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 19,290 472 0.01% 0.01% 89 +6,540 51.29% Q3 2026 Oct 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 20,956 467 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 20,655 460 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
Gerber Kawasaki Wealth & Investment Management History New 17,706 433 0.01% — 92 +17,706 New Q3 2026 Oct 29, 2026
Sanctuary Advisors, LLC History No change 19,265 429 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History Added to 17,000 416 0.01% 0.01% 94 +2,900 20.57% Q3 2026 Nov 05, 2026
Belpointe Asset Management LLC History No change 18,089 403 0.01% 0.01% 95 0 0.0% Q2 2026 Jul 31, 2026
Vanguard Global Advisers, LLC History No change 17,687 394 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
Scientech Research LLC History No change 17,225 384 0.31% 0.31% 97 0 0.0% Q2 2026 Aug 14, 2026
IFC & Insurance Marketing, Inc. History Added to 15,445 378 0.32% 0.28% 98 +1,305 9.23% Q3 2026 Oct 16, 2026
Clear Street Group Inc. History No change 16,697 372 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 18,948 364 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 15,491 345 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 15,450 344 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 11, 2026
NATIONAL BANK OF CANADA /FI/ History No change 15,048 335 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 10, 2026
NOMURA HOLDINGS INC History No change 15,000 334 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 14,836 330 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 14,150 315 0.0% 0.0% 106 0 0.0% Q2 2026 Jul 24, 2026
GTS SECURITIES LLC History No change 13,612 303 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 13,480 300 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 23, 2026
Counterpoint Mutual Funds LLC History Reduced 11,234 275 0.02% 0.14% 110 -52,557 -82.39% Q3 2026 Oct 16, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 12,376 275 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 11,905 265 0.0% 0.0% 111 0 0.0% Q2 2026 Sep 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 12,259 262 0.0% — 113 +12,259 New Q3 2026 Oct 13, 2026
CITIGROUP INC History Reduced 10,719 262 0.0% 0.0% 112 -11,112 -50.9% Q3 2026 Nov 04, 2026
US BANCORP \DE\ History Added to 10,498 256 0.0% 0.0% 114 +5 0.05% Q3 2026 Nov 05, 2026
Clear Creek Financial Management, LLC History New 10,400 254 0.02% — 115 +10,400 New Q3 2026 Oct 28, 2026
CHOREO, LLC History New 10,153 248 0.0% — 117 +10,153 New Q3 2026 Oct 28, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 11,132 248 0.0% 0.0% 116 0 0.0% Q2 2026 Sep 23, 2026
Virtu Financial LLC History No change 11,091 247 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 11,100 247 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 03, 2026
STIFEL FINANCIAL CORP History No change 10,722 239 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 12, 2026
TD ASSET MANAGEMENT INC History No change 10,364 231 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 04, 2026
INTEGRITY ALLIANCE, LLC. History New 9,332 228 0.01% — 122 +9,332 New Q3 2026 Oct 29, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 10,000 223 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Westend Capital Management, LLC History No change 10,000 223 0.05% 0.05% 124 0 0.0% Q2 2026 Aug 07, 2026
Cresset Asset Management, LLC History No change 10,000 223 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 8,952 219 0.0% 0.0% 126 -481 -5.1% Q3 2026 Nov 02, 2026
CIBC Bancorp USA Inc. History No change 9,523 212 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 9,072 202 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 8,999 200 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 06, 2026
Prospera Financial Services Inc History New 12,100 187 0.0% — 130 +12,100 New Q3 2026 Nov 04, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 7,599 186 0.0% 0.0% 131 +7,459 5327.86% Q3 2026 Oct 28, 2026
OSAIC HOLDINGS, INC. History No change 8,271 184 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 7,900 176 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 7,681 171 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History Added to 6,597 161 0.0% 0.0% 135 +419 6.78% Q3 2026 Oct 21, 2026
NISA INVESTMENT ADVISORS, LLC History New 4,900 119 0.0% — 136 +4,900 New Q3 2026 Oct 20, 2026
JONES FINANCIAL COMPANIES LLLP History No change 6,050 115 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 4,564 101 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 4,434 98 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 4,148 92 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 3,500 78 0.18% 0.18% 141 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 3,157 77 0.0% 0.0% 142 +166 5.55% Q3 2026 Oct 08, 2026
Canton Hathaway, LLC History New 3,000 73 0.01% — 143 +3,000 New Q3 2026 Oct 23, 2026
Allworth Financial LP History No change 3,258 72 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 11, 2026
Elequin Capital, LP History No change 3,056 68 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 3,020 67 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 2,700 66 0.01% 0.01% 147 0 0.0% Q3 2026 Oct 15, 2026
SIGNATUREFD, LLC History No change 2,440 59 0.0% 0.0% 148 0 0.0% Q3 2026 Oct 23, 2026
FMR LLC History No change 2,454 54 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 13, 2026
Persistent Asset Partners Ltd History No change 2,226 49 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 06, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 1,800 40 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Added to 1,512 37 0.0% 0.0% 152 +1,352 845.0% Q3 2026 Oct 22, 2026
HM PAYSON & CO History No change 1,184 26 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 17, 2026
Leonteq Securities AG History Reduced 998 24 0.0% 0.0% 155 -300 -23.11% Q3 2026 Oct 29, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 1,108 24 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Prestige Wealth Management Group LLC History No change 979 21 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone National Bank & Trust Co History No change 1,000 21 0.01% 0.01% 157 0 0.0% Q3 2026 Oct 20, 2026
Steward Partners Investment Advisory, LLC History No change 900 20 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Aventura Private Wealth, LLC History No change 810 18 0.01% 0.01% 159 0 0.0% Q2 2026 Jul 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 750 16 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 07, 2026
MEEDER ASSET MANAGEMENT INC History No change 745 16 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 629 14 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 24, 2026
IFP Advisors, Inc History Reduced 533 13 0.0% 0.0% 163 -1,500 -73.78% Q3 2026 Oct 16, 2026
Versant Capital Management, Inc History New 559 13 0.0% — 165 +559 New Q3 2026 Oct 01, 2026
Federation des caisses Desjardins du Quebec History No change 600 13 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Boreal Capital Management LLC History No change 554 12 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 500 11 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 500 11 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 06, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 409 10 0.01% 0.01% 169 0 0.0% Q3 2026 Oct 30, 2026
Parallel Advisors, LLC History No change 444 10 0.0% 0.0% 170 0 0.0% Q3 2026 Nov 03, 2026
GAMMA Investing LLC History New 403 9 0.0% — 171 +403 New Q3 2026 Oct 08, 2026
FINANCIAL CONSULATE, INC History New 341 8 0.0% — 173 +341 New Q3 2026 Oct 23, 2026
Bogart Wealth, LLC History No change 400 8 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Union Bankshares Corp History No change 285 6 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 11, 2026
Avion Wealth History No change 250 6 0.0% 0.0% 175 0 0.0% Q3 2026 Nov 03, 2026
Hurley Capital, LLC History New 234 5 0.0% — 177 +234 New Q3 2026 Nov 04, 2026
Physician Wealth Advisors, Inc. History Added to 244 5 0.0% 0.0% 176 +21 9.42% Q3 2026 Oct 20, 2026
Arax Advisory Partners History No change 200 4 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 10, 2026
State of Wyoming History Reduced 158 3 0.0% 0.0% 179 -1,747 -91.71% Q3 2026 Oct 28, 2026
Hilton Head Capital Partners, LLC History New 150 3 0.0% — 181 +150 New Q3 2026 Oct 23, 2026
Fortitude Family Office, LLC History Added to 136 3 0.0% — 180 +97 248.72% Q3 2026 Oct 14, 2026
Core Capital Management & Research, inc. History No change 95 2 0.0% 0.0% 182 0 0.0% Q2 2026 Sep 09, 2026
Clayton Financial Group LLC History New 70 1 0.0% — 189 +70 New Q3 2026 Oct 13, 2026
Blue Trust, Inc. History New 58 1 0.0% — 188 +58 New Q3 2026 Oct 15, 2026
Parkside Financial Bank & Trust History New 57 1 0.0% — 186 +57 New Q3 2026 Oct 27, 2026
EverSource Wealth Advisors, LLC History New 56 1 0.0% — 187 +56 New Q3 2026 Nov 04, 2026
Balance Wealth Partners LLC History New 49 1 0.0% — 190 +49 New Q3 2026 Oct 27, 2026
Aspect Partners, LLC History Added to 74 1 0.0% 0.0% 184 +3 4.23% Q3 2026 Oct 20, 2026
HUNTINGTON NATIONAL BANK History No change 58 1 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 13, 2026
James T. Borello RIA History No change 52 1 0.0% 0.0% 185 0 0.0% Q3 2026 Oct 16, 2026
Compagnie Lombard Odier SCmA History Closed out 0 0 — 0.01% — -56,390 -100.0% Q3 2026 Nov 04, 2026
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 — 0.04% — -28,846 -100.0% Q3 2026 Oct 22, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — 0.07% — -24,452 -100.0% Q3 2026 Oct 29, 2026
Creative Planning History Closed out 0 0 — 0.0% — -24,112 -100.0% Q3 2026 Nov 02, 2026
Belvedere Trading LLC History Closed out 0 0 — 0.0% — -17,000 -100.0% Q3 2026 Nov 05, 2026
FNY Investment Advisers, LLC History Closed out 0 0 — 0.12% — -15,001 -100.0% Q3 2026 Oct 16, 2026
STRS OHIO History Closed out 0 0 — 0.0% — -9,000 -100.0% Q3 2026 Oct 30, 2026
Spire Wealth Management History Closed out 0 0 — 0.0% — -1,247 -100.0% Q3 2026 Oct 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -430 -100.0% Q3 2026 Nov 02, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -241 -100.0% Q3 2026 Oct 28, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -225 -100.0% Q3 2026 Oct 13, 2026
Bare Financial Services, Inc History Closed out 0 0 — — — -36 -100.0% Q3 2026 Nov 04, 2026
Hughes Financial Services, LLC History New 33 0 — — — +33 New Q3 2026 Oct 30, 2026
Burk Holdings LLC History New 33 0 — — — +33 New Q3 2026 Nov 04, 2026
Bell Investment Advisors, Inc History New 21 0 — — — +21 New Q3 2026 Oct 28, 2026
SJS Investment Consulting Inc. History New 21 0 — — — +21 New Q3 2026 Oct 26, 2026
Comprehensive Financial Planning, Inc./PA History New 12 0 — — — +12 New Q3 2026 Oct 27, 2026
Essential Investment Partners LLC History New 10 0 — — — +10 New Q3 2026 Oct 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 35 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 43 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 29 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Investors Portfolio Services LLC History No change 24 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Strive Financial Group ,LLC History No change 34 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026