Unum Group - UNM

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 17,994,655 1,608,722 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
NORGES BANK History No change 13,256,645 1,185,144 0.12% 0.12% 2 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 8,587,898 767,758 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 7,737,197 691,705 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 6,804,023 608,279 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
TOMS Capital Investment Management LP History No change 6,275,000 560,985 12.0% 12.0% 6 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 5,069,408 453,205 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 22, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 4,041,677 354,581 0.06% 0.07% 8 -95,690 -2.31% Q3 2026 Nov 04, 2026
MORGAN STANLEY History No change 3,249,453 290,501 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,120,361 279,023 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,988,552 266,190 0.09% 0.09% 11 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 2,413,125 215,733 0.39% 0.39% 12 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 2,080,445 185,991 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 1,899,262 169,794 0.1% 0.1% 14 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 1,887,949 168,782 0.16% 0.16% 15 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,767,099 157,978 0.11% 0.11% 16 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 1,762,384 157,557 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 1,699,338 151,920 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 13, 2026
Woodline Partners LP History No change 1,665,459 148,892 0.46% 0.46% 19 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 1,503,280 134,393 0.06% 0.06% 20 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,383,673 123,700 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,378,987 123,281 0.07% 0.07% 22 0 0.0% Q2 2026 Aug 07, 2026
Bank of New York Mellon Corp History No change 1,221,361 109,189 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 06, 2026
D. E. Shaw & Co., Inc. History No change 1,158,462 103,566 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,132,607 101,255 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,113,267 99,526 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 1,102,917 98,600 0.12% 0.12% 27 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,029,814 92,066 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 951,044 85,850 0.07% 0.07% 29 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 954,685 85,348 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 940,681 84,096 0.05% 0.05% 31 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 935,478 83,631 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 876,245 78,336 0.09% 0.09% 33 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 863,930 77,235 0.09% 0.09% 34 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 763,330 68,241 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
Swedbank AB History Added to 737,355 64,688 0.05% 0.05% 36 +51,278 7.47% Q3 2026 Oct 27, 2026
Zurich Insurance Group Ltd/FI History No change 691,751 61,842 0.43% 0.43% 37 0 0.0% Q2 2026 Aug 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 650,000 58,110 0.08% 0.08% 38 0 0.0% Q2 2026 Aug 14, 2026
DONALD SMITH & CO., INC. History No change 649,485 58,063 1.03% 1.03% 39 0 0.0% Q2 2026 Aug 11, 2026
Jain Global LLC History No change 633,694 56,652 0.22% 0.22% 40 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 618,267 55,273 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History Added to 625,411 54,867 0.05% 0.05% 42 +198,047 46.34% Q3 2026 Oct 15, 2026
CITADEL ADVISORS LLC History No change 607,178 54,281 0.01% 0.01% 43 0 0.0% Q2 2026 Sep 02, 2026
SEI INVESTMENTS CO History No change 603,779 53,978 0.05% 0.05% 44 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 550,829 49,244 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 13, 2026
Freestone Grove Partners LP History No change 548,830 49,065 0.32% 0.32% 46 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 514,225 46,717 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 508,944 45,499 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 496,562 44,392 0.07% 0.07% 49 0 0.0% Q2 2026 Aug 14, 2026
GRACE & WHITE INC /NY History No change 487,610 42,778 7.01% 6.9% 50 0 0.0% Q3 2026 Oct 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 471,345 42,138 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 462,851 41,378 0.03% 0.03% 52 0 0.0% Q2 2026 Sep 02, 2026
Epoch Investment Partners, Inc. History No change 434,578 38,851 0.22% 0.22% 53 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 418,461 37,410 0.02% 0.02% 54 0 0.0% Q2 2026 Oct 27, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 402,157 35,952 0.13% 0.13% 55 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 401,010 35,850 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 11, 2026
ALGEBRIS (UK) LTD History No change 397,355 35,411 2.33% 2.33% 57 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 355,483 31,780 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 07, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 354,695 31,117 0.54% 0.58% 59 -35,645 -9.13% Q3 2026 Oct 13, 2026
Allspring Global Investments Holdings, LLC History Reduced 353,251 31,114 0.05% 0.07% 60 -128,620 -26.69% Q3 2026 Nov 04, 2026
Amundi History No change 340,443 30,435 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History No change 330,058 29,507 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 331,065 29,044 0.01% 0.01% 63 -2,796 -0.84% Q3 2026 Nov 02, 2026
Alyeska Investment Group, L.P. History No change 323,378 28,909 0.07% 0.07% 64 0 0.0% Q2 2026 Aug 14, 2026
Interval Partners, LP History No change 318,037 28,432 0.73% 0.73% 65 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Reduced 321,422 28,198 0.03% 0.03% 66 -1,057 -0.33% Q3 2026 Oct 30, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 308,865 27,612 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Reduced 313,734 27,523 0.04% 0.04% 68 -25,272 -7.45% Q3 2026 Oct 28, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 307,275 27,470 0.1% 0.1% 69 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 304,046 27,181 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 07, 2026
LAZARD ASSET MANAGEMENT LLC History No change 301,296 26,935 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History Added to 302,908 26,574 0.01% 0.0% 72 +153,578 102.84% Q3 2026 Nov 05, 2026
Swiss National Bank History No change 291,700 26,077 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 291,213 26,034 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 290,974 26,013 0.05% 0.05% 75 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 287,512 25,703 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History Added to 284,930 24,996 0.07% 0.07% 77 +9,596 3.49% Q3 2026 Nov 04, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 272,593 24,369 0.06% 0.06% 78 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 269,039 24,052 0.04% 0.04% 79 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 260,395 23,279 0.3% 0.3% 80 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 246,034 21,995 0.1% 0.1% 81 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 236,710 21,161 0.08% 0.08% 82 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 235,414 21,046 0.1% 0.1% 83 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 239,262 20,990 0.01% 0.0% 84 +149,587 166.81% Q3 2026 Nov 04, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 238,689 20,940 0.19% 0.21% 85 +3,053 1.3% Q3 2026 Oct 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 228,137 20,395 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History No change 226,541 20,252 0.08% 0.08% 87 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 226,519 20,250 0.02% 0.02% 88 0 0.0% Q2 2026 Sep 09, 2026
Creative Planning History Added to 229,257 20,112 0.01% 0.01% 89 +25,171 12.33% Q3 2026 Nov 02, 2026
Legal & General Group Plc History No change 220,109 19,677 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 215,251 19,243 0.23% 0.23% 91 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 185,738 16,604 0.07% 0.07% 92 0 0.0% Q2 2026 Aug 14, 2026
McGowan Group Asset Management, Inc. History No change 185,469 16,580 2.01% 2.01% 93 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 183,823 16,434 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 181,400 16,217 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 178,931 15,996 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 12, 2026
Gillson Capital LP History No change 174,635 15,612 0.92% 0.92% 97 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 174,115 15,565 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 210,359 15,362 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 171,793 15,358 0.09% 0.09% 100 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 168,876 15,097 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 24, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 167,607 14,984 0.0% 0.0% 102 0 0.0% Q2 2026 Sep 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 163,483 14,615 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 19, 2026
ExodusPoint Capital Management, LP History No change 159,737 14,280 0.09% 0.09% 104 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 154,715 13,832 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 147,385 13,176 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 04, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 144,848 12,949 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 143,630 12,840 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 10, 2026
BANK OF NOVA SCOTIA History No change 142,302 12,721 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 142,027 12,697 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 136,764 12,226 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 136,709 12,221 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 14, 2026
South Dakota Investment Council History No change 135,418 12,106 0.21% 0.21% 113 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 133,576 11,941 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 27, 2026
HANCOCK WHITNEY CORP History No change 131,295 11,737 0.2% 0.2% 115 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 130,694 11,684 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 12, 2026
Prana Capital Management, LP History No change 125,529 11,222 0.34% 0.34% 117 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 127,015 11,143 0.02% 0.02% 118 -10,679 -7.76% Q3 2026 Oct 22, 2026
FOSTER & MOTLEY INC History No change 123,518 11,043 0.51% 0.51% 119 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 115,618 10,336 0.36% 0.36% 120 0 0.0% Q2 2026 Aug 13, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 114,000 10,191 0.04% 0.04% 121 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 111,840 9,998 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History No change 111,511 9,969 0.27% 0.27% 123 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 111,084 9,930 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 110,974 9,921 0.05% 0.05% 125 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 110,873 9,912 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 110,330 9,863 0.04% 0.04% 127 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 109,018 9,746 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 108,000 9,655 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 107,833 9,640 0.01% 0.01% 130 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 103,400 9,266 0.01% 0.01% 131 +47,689 85.6% Q3 2026 Oct 13, 2026
BTC Capital Management, Inc. History No change 101,711 9,092 0.55% 0.55% 132 0 0.0% Q2 2026 Jul 16, 2026
HighTower Advisors, LLC History No change 101,279 9,054 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 05, 2026
Jupiter Topco LLC History No change 100,767 9,010 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History Added to 97,955 8,593 0.14% 0.16% 135 +449 0.46% Q3 2026 Nov 04, 2026
DekaBank Deutsche Girozentrale History Reduced 93,386 8,246 0.01% 0.03% 136 -157,326 -62.75% Q3 2026 Oct 27, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 92,173 8,240 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 89,181 7,972 0.06% 0.06% 138 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 88,837 7,942 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 87,402 7,811 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 86,700 7,750 0.04% 0.04% 141 0 0.0% Q2 2026 Aug 11, 2026
Calydon Capital History No change 86,624 7,744 1.13% 1.13% 142 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 83,498 7,464 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 12, 2026
NewSquare Capital LLC History No change 81,641 7,298 0.54% 0.54% 144 0 0.0% Q2 2026 Jul 28, 2026
NOMURA HOLDINGS INC History No change 81,627 7,297 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 81,542 7,289 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 82,991 7,280 0.01% 0.01% 147 +34,530 71.25% Q3 2026 Nov 02, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 79,529 7,109 0.07% 0.07% 148 0 0.0% Q2 2026 Aug 10, 2026
Man Group plc History No change 77,861 6,960 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 77,216 6,903 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 75,586 6,757 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 74,128 6,627 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 73,186 6,542 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 73,151 6,539 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 05, 2026
Police & Firemen's Retirement System of New Jersey History No change 71,336 6,377 0.05% 0.05% 155 0 0.0% Q2 2026 Jul 23, 2026
Silver Lake Advisory, LLC History Reduced 72,658 6,374 2.35% 2.34% 156 -532 -0.73% Q3 2026 Oct 22, 2026
MetLife Investment Management, LLC History No change 70,959 6,343 0.03% 0.03% 157 0 0.0% Q2 2026 Aug 13, 2026
VIKING FUND MANAGEMENT LLC History No change 70,000 6,141 0.54% 0.56% 158 0 0.0% Q3 2026 Oct 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 68,542 6,127 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 67,469 6,032 0.02% 0.02% 160 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 66,746 5,967 0.05% 0.05% 161 0 0.0% Q2 2026 Aug 11, 2026
PANAGORA ASSET MANAGEMENT INC History No change 66,434 5,939 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 06, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 66,426 5,938 0.38% 0.38% 163 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 65,237 5,832 0.31% 0.31% 164 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 64,983 5,809 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 12, 2026
AMALGAMATED BANK History Reduced 64,912 5,695 0.04% 0.04% 166 -666 -1.02% Q3 2026 Oct 23, 2026
Pathstone Holdings, LLC History No change 62,605 5,596 0.02% 0.02% 167 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 62,366 5,575 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 14, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Reduced 60,300 5,290 0.18% 0.21% 169 -12,100 -16.71% Q3 2026 Oct 21, 2026
State of Alaska, Department of Revenue History Reduced 60,172 5,278 0.05% 0.05% 170 -755 -1.24% Q3 2026 Oct 15, 2026
HHM Wealth Advisors, LLC History No change 58,493 5,229 0.53% 0.53% 171 0 0.0% Q2 2026 Jul 13, 2026
CIBC WORLD MARKET INC. History No change 58,387 5,219 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 58,194 5,203 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 07, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 57,870 5,173 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 57,574 5,147 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 56,519 5,052 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 55,643 4,974 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 11, 2026
AUXIER ASSET MANAGEMENT LLC History No change 54,502 4,872 0.65% 0.65% 178 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 53,300 4,765 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 52,644 4,618 0.05% 0.05% 180 -2,036 -3.72% Q3 2026 Oct 23, 2026
Qsemble Capital Management, LP History No change 49,037 4,383 0.56% 0.56% 181 0 0.0% Q2 2026 Aug 03, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 48,714 4,355 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 48,000 4,292 0.03% 0.03% 183 0 0.0% Q2 2026 Aug 12, 2026
PensionDanmark Pensionsforsikringsaktieselskab History Reduced 48,243 4,232 0.03% 0.04% 184 -1,000 -2.03% Q3 2026 Oct 19, 2026
MIZUHO MARKETS AMERICAS LLC History No change 45,200 4,040 0.06% 0.06% 185 0 0.0% Q2 2026 Jul 24, 2026
State of New Jersey Common Pension Fund D History No change 44,952 3,943 0.01% 0.01% 186 0 0.0% Q3 2026 Nov 05, 2026
Ameritas Investment Partners, Inc. History No change 43,402 3,880 0.1% 0.1% 187 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History Reduced 42,800 3,754 0.06% 0.06% 188 -200 -0.47% Q3 2026 Oct 20, 2026
Ethic Inc. History Added to 42,461 3,725 0.04% 0.04% 189 +8,886 26.47% Q3 2026 Nov 03, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 42,328 3,713 0.01% 0.01% 190 +1,629 4.0% Q3 2026 Oct 20, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 41,245 3,684 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 41,207 3,684 0.01% 0.01% 192 0 0.0% Q2 2026 Jul 10, 2026
Arizona State Retirement System History Added to 40,520 3,554 0.02% 0.02% 193 +415 1.03% Q3 2026 Nov 03, 2026
Anchor Investment Management, LLC History No change 39,380 3,520 0.26% 0.26% 194 0 0.0% Q2 2026 Sep 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 40,058 3,514 0.06% 0.06% 195 +1,323 3.42% Q3 2026 Oct 28, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 39,863 3,497 0.04% 0.04% 196 -3,078 -7.17% Q3 2026 Oct 22, 2026
NATIXIS ADVISORS, LLC History No change 38,324 3,426 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 37,677 3,368 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 37,500 3,353 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 36,996 3,307 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 13, 2026
apricus wealth, LLC History Reduced 37,670 3,304 1.49% 1.63% 201 -500 -1.31% Q3 2026 Oct 26, 2026
Janney Montgomery Scott LLC History No change 36,539 3,267 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 05, 2026
Sculati Wealth Management, LLC History Reduced 35,252 3,261 1.06% 1.06% 203 -324 -0.91% Q3 2026 Oct 19, 2026
Vanguard Investments Australia, Ltd. History No change 36,312 3,246 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 13, 2026
Great Diamond Partners, LLC History Added to 36,700 3,219 0.54% 0.56% 205 +161 0.44% Q3 2026 Oct 13, 2026
Sequoia Financial Advisors, LLC History No change 35,364 3,161 0.02% 0.02% 206 0 0.0% Q2 2026 Jul 17, 2026
PEAK FINANCIAL ADVISORS LLC History Added to 35,833 3,143 1.36% 1.01% 207 +8,586 31.51% Q3 2026 Oct 28, 2026
Numerai GP LLC History No change 35,048 3,133 0.26% 0.26% 208 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 35,011 3,129 0.05% 0.05% 209 0 0.0% Q2 2026 Aug 11, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 34,597 3,093 0.19% 0.19% 210 0 0.0% Q2 2026 Jul 23, 2026
Waterfront Wealth Inc. History Reduced 32,479 3,032 0.48% 0.51% 211 -4,844 -12.98% Q3 2026 Nov 03, 2026
OSAIC HOLDINGS, INC. History No change 33,838 3,026 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 33,816 3,023 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 34,386 3,016 0.01% 0.02% 214 -805 -2.29% Q3 2026 Nov 03, 2026
PEAK6 LLC History No change 33,576 3,001 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 12, 2026
CAXTON ASSOCIATES LLP History No change 33,317 2,978 0.06% 0.06% 216 0 0.0% Q2 2026 Aug 14, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 33,800 2,965 0.01% 0.01% 217 -600 -1.74% Q3 2026 Oct 27, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 33,066 2,956 0.03% 0.03% 218 0 0.0% Q2 2026 Aug 12, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 32,443 2,900 0.07% 0.07% 219 0 0.0% Q2 2026 Jul 29, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Added to 31,500 2,763 1.4% 1.39% 220 +1,600 5.35% Q3 2026 Oct 13, 2026
GLENMEDE TRUST CO NA History No change 30,416 2,719 0.01% 0.01% 221 0 0.0% Q2 2026 Aug 10, 2026
Kendall Capital Management History Reduced 30,909 2,711 0.45% 0.47% 222 -786 -2.48% Q3 2026 Oct 23, 2026
Edgestream Partners, L.P. History No change 30,074 2,688 0.08% 0.08% 223 0 0.0% Q2 2026 Aug 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 29,883 2,621 0.03% 0.03% 224 -500 -1.65% Q3 2026 Oct 29, 2026
Graham Capital Management, L.P. History No change 29,275 2,617 0.05% 0.05% 225 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 29,176 2,608 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 28,721 2,567 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 06, 2026
Catalyst Funds Management Pty Ltd History No change 28,086 2,510 0.14% 0.14% 228 0 0.0% Q2 2026 Aug 10, 2026
AXQ CAPITAL, LP History No change 27,924 2,496 0.27% 0.27% 229 0 0.0% Q2 2026 Aug 06, 2026
Aviance Capital Partners, LLC History Added to 27,844 2,442 0.25% 0.25% 230 +630 2.31% Q3 2026 Oct 28, 2026
Concurrent Investment Advisors, LLC History Added to 27,728 2,432 0.02% 0.02% 231 +1,818 7.02% Q3 2026 Oct 16, 2026
Goelzer Investment Management, Inc. History Added to 27,377 2,401 0.11% 0.1% 232 +1,649 6.41% Q3 2026 Oct 15, 2026
Impax Asset Management Group plc History No change 26,177 2,340 0.02% 0.02% 233 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 26,665 2,339 0.01% 0.01% 234 -1,578 -5.59% Q3 2026 Nov 02, 2026
BOKF, NA History Added to 26,167 2,295 0.03% 0.03% 235 +368 1.43% Q3 2026 Oct 27, 2026
Savant Capital, LLC History No change 27,480 2,244 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 10, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 25,480 2,235 0.04% 0.04% 237 -560 -2.15% Q3 2026 Oct 13, 2026
BAILARD, INC. History Added to 25,450 2,232 0.05% 0.04% 238 +1,842 7.8% Q3 2026 Oct 13, 2026
Machina Capital S.A.S. History No change 24,904 2,226 0.35% 0.35% 239 0 0.0% Q2 2026 Aug 10, 2026
Summit Trail Advisors, LLC History No change 24,329 2,175 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 23,588 2,108 0.02% 0.02% 241 0 0.0% Q2 2026 Aug 12, 2026
Barnett & Company, Inc. History No change 23,113 2,066 1.53% 1.53% 242 0 0.0% Q2 2026 Aug 12, 2026
Laird Norton Wetherby Trust Company, LLC History No change 22,946 2,051 0.04% 0.04% 243 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History Added to 23,131 2,029 0.06% 0.06% 245 +732 3.27% Q3 2026 Oct 30, 2026
Weaver C. Barksdale & Associates, Inc. History No change 22,698 2,029 1.82% 1.82% 244 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 22,358 2,007 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 22,325 1,995 0.05% 0.05% 247 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 22,195 1,984 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 03, 2026
&PARTNERS History No change 21,955 1,970 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 22,229 1,950 0.0% 0.0% 250 0 0.0% Q3 2026 Nov 03, 2026
Pacer Advisors, Inc. History No change 21,576 1,929 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 13, 2026
Nilsine Partners, LLC History Reduced 21,658 1,900 0.13% 0.13% 252 -183 -0.84% Q3 2026 Nov 02, 2026
DRW Securities, LLC History No change 21,248 1,899 0.05% 0.05% 253 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 20,856 1,864 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 21,049 1,846 0.01% 0.01% 255 +1,244 6.28% Q3 2026 Nov 04, 2026
Investors Research Corp History Reduced 21,001 1,842 0.32% 0.34% 256 -300 -1.41% Q3 2026 Oct 07, 2026
Vident Advisory, LLC History No change 20,244 1,809 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 12, 2026
Entropy Technologies, LP History No change 20,158 1,802 0.07% 0.07% 258 0 0.0% Q2 2026 Aug 13, 2026
Genus Capital Management Inc. History No change 20,310 1,781 0.18% 0.18% 259 0 0.0% Q3 2026 Nov 04, 2026
Neumann Capital Management, LLC History New 20,250 1,776 0.45% — 260 +20,250 New Q3 2026 Oct 15, 2026
NEW VERNON INVESTMENT MANAGEMENT LLC History No change 19,796 1,769 2.17% 2.17% 261 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 19,696 1,760 0.03% 0.03% 262 0 0.0% Q2 2026 Jul 27, 2026
Twin Tree Management, LP History No change 19,600 1,752 0.03% 0.03% 263 0 0.0% Q2 2026 Aug 12, 2026
Abacus Planning Group, Inc. History No change 19,979 1,752 0.21% 0.22% 264 0 0.0% Q3 2026 Oct 30, 2026
SIGNATUREFD, LLC History Added to 19,821 1,738 0.02% 0.02% 265 +625 3.26% Q3 2026 Oct 23, 2026
Bleakley Financial Group, LLC History No change 19,372 1,731 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 05, 2026
Vise Technologies, Inc. History Added to 19,641 1,723 0.01% 0.02% 267 +53 0.27% Q3 2026 Oct 28, 2026
Walleye Trading LLC History No change 19,236 1,719 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 03, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 19,591 1,718 0.04% 0.18% 269 -82,224 -80.76% Q3 2026 Oct 16, 2026
XPONANCE LLC History Reduced 19,578 1,717 0.01% 0.01% 270 -788 -3.87% Q3 2026 Nov 03, 2026
STEPHENS INC /AR/ History No change 19,063 1,704 0.02% 0.02% 271 0 0.0% Q2 2026 Jul 29, 2026
MACKENZIE FINANCIAL CORP History Reduced 19,299 1,693 0.0% 0.0% 272 -1,469 -7.07% Q3 2026 Nov 02, 2026
HB Wealth Management, LLC History Added to 19,255 1,689 0.01% 0.01% 273 +791 4.28% Q3 2026 Oct 23, 2026
Envestnet Portfolio Solutions, Inc. History No change 18,806 1,681 0.01% 0.01% 274 0 0.0% Q2 2026 Sep 23, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 18,727 1,642 0.03% 0.03% 275 -1,152 -5.8% Q3 2026 Oct 23, 2026
ADVISORY RESEARCH INC History No change 18,176 1,624 0.16% 0.16% 276 0 0.0% Q2 2026 Aug 13, 2026
KEYNOTE FINANCIAL SERVICES LLC History No change 17,380 1,553 0.73% 0.73% 277 0 0.0% Q2 2026 Aug 03, 2026
Gradient Investments LLC History Reduced 17,680 1,551 0.02% 0.02% 278 -213 -1.19% Q3 2026 Oct 08, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 17,006 1,491 0.01% 0.0% 279 +14,578 600.41% Q3 2026 Oct 28, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 16,682 1,491 0.25% 0.25% 280 0 0.0% Q2 2026 Aug 04, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 16,581 1,482 0.1% 0.1% 281 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History Added to 16,827 1,476 0.0% 0.0% 282 +1,724 11.41% Q3 2026 Nov 04, 2026
Dockside LLC History No change 16,373 1,463 0.34% 0.34% 283 0 0.0% Q2 2026 Aug 03, 2026
Merit Financial Group, LLC History No change 15,767 1,409 0.01% 0.01% 284 0 0.0% Q2 2026 Jul 20, 2026
Aquatic Capital Management LLC History No change 15,769 1,409 0.05% 0.05% 285 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History Reduced 15,599 1,408 0.03% 0.03% 286 -112 -0.71% Q3 2026 Oct 26, 2026
JSF Financial, LLC History Added to 15,797 1,385 0.21% 0.19% 287 +2,107 15.39% Q3 2026 Oct 21, 2026
Sky Investment Group LLC History New 15,703 1,377 0.15% — 288 +15,703 New Q3 2026 Oct 30, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 15,311 1,369 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 15,085 1,348 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 15,016 1,342 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 12, 2026
BURNEY CO/ History Reduced 14,856 1,303 0.04% 0.04% 292 -3,060 -17.08% Q3 2026 Oct 15, 2026
COMMERCE BANK History No change 14,489 1,295 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 14,359 1,283 0.01% 0.01% 294 0 0.0% Q2 2026 Sep 23, 2026
M&T BANK CORP History No change 14,261 1,275 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 04, 2026
Tidal Investments LLC History No change 14,062 1,257 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 13,661 1,221 0.01% 0.01% 297 0 0.0% Q2 2026 Jul 24, 2026
FEDERATED HERMES, INC. History No change 13,543 1,210 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 13,380 1,196 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 07, 2026
XML Financial, LLC History No change 13,555 1,189 0.09% 0.09% 300 0 0.0% Q3 2026 Oct 29, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 13,214 1,181 0.03% 0.03% 301 0 0.0% Q2 2026 Jul 17, 2026
Wedmont Private Capital History Added to 12,592 1,166 0.03% 0.03% 302 +629 5.26% Q3 2026 Oct 09, 2026
Redwood Investment Management, LLC History No change 12,971 1,160 0.11% 0.11% 303 0 0.0% Q2 2026 Aug 14, 2026
Frec Markets, Inc. History No change 12,901 1,153 0.1% 0.1% 304 0 0.0% Q2 2026 Aug 13, 2026
Illinois Municipal Retirement Fund History Reduced 13,077 1,147 0.01% 0.03% 305 -13,387 -50.59% Q3 2026 Nov 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 12,808 1,145 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History Reduced 12,860 1,128 0.0% 0.0% 307 -51 -0.4% Q3 2026 Nov 04, 2026
North Dakota State Investment Board History Added to 12,800 1,122 0.04% 0.02% 308 +7,860 159.11% Q3 2026 Oct 27, 2026
ASSETMARK, INC History Reduced 12,650 1,109 0.0% 0.0% 309 -600 -4.53% Q3 2026 Oct 21, 2026
PINEBRIDGE INVESTMENTS LLC History No change 12,312 1,100 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 12,197 1,090 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 12,181 1,088 0.03% 0.03% 312 0 0.0% Q2 2026 Aug 11, 2026
Parrish Capital LLC History Reduced 12,359 1,084 1.06% 1.07% 314 -68 -0.55% Q3 2026 Oct 01, 2026
Diversified Trust Co History No change 12,126 1,084 0.02% 0.02% 313 0 0.0% Q2 2026 Jul 17, 2026
HM PAYSON & CO History No change 11,854 1,059 0.01% 0.01% 315 0 0.0% Q2 2026 Jul 17, 2026
Integrated Wealth Concepts LLC History No change 11,810 1,055 0.01% 0.01% 316 0 0.0% Q2 2026 Sep 08, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 12,020 1,054 0.01% 0.11% 317 -190,396 -94.06% Q3 2026 Oct 28, 2026
Global Retirement Partners, LLC History No change 11,774 1,052 0.02% 0.02% 318 0 0.0% Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History No change 11,758 1,051 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 12, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 11,705 1,046 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 11,688 1,044 0.0% 0.0% 321 0 0.0% Q2 2026 Jul 27, 2026
CSS LLC/IL History No change 11,568 1,034 0.04% 0.04% 322 0 0.0% Q2 2026 Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 11,562 1,033 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 13, 2026
Elo Mutual Pension Insurance Co History No change 11,529 1,030 0.01% 0.01% 324 0 0.0% Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 11,429 1,021 0.11% 0.11% 325 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 11,218 1,002 0.05% 0.05% 326 0 0.0% Q2 2026 Jul 29, 2026
Prospera Financial Services Inc History Reduced 10,922 997 0.01% 0.01% 327 -133 -1.2% Q3 2026 Nov 04, 2026
JONES FINANCIAL COMPANIES LLLP History No change 11,037 994 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 11,021 985 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 03, 2026
PATTEN & PATTEN INC/TN History Added to 11,202 982 0.05% 0.05% 330 +150 1.36% Q3 2026 Oct 26, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 10,840 965 0.03% 0.03% 331 0 0.0% Q2 2026 Jul 23, 2026
Employees Retirement System of Texas History No change 10,761 962 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History Reduced 10,963 961 0.01% 0.01% 333 -103 -0.93% Q3 2026 Oct 21, 2026
Arax Advisory Partners History No change 10,539 942 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History Reduced 10,684 937 0.01% 0.01% 335 -150 -1.38% Q3 2026 Oct 28, 2026
Prosperity Consulting Group, LLC History No change 10,425 931 0.04% 0.04% 336 0 0.0% Q2 2026 Aug 13, 2026
Boxwood Ventures, Inc. History No change 10,412 930 0.56% 0.56% 337 0 0.0% Q2 2026 Aug 12, 2026
Total Wealth Planning & Management, Inc. History Reduced 10,595 929 0.69% 0.71% 338 -1,126 -9.61% Q3 2026 Oct 23, 2026
GAMMA Investing LLC History Added to 10,478 892 0.03% 0.03% 339 +868 9.03% Q3 2026 Oct 08, 2026
PARK AVENUE SECURITIES LLC History Added to 10,013 878 0.01% 0.01% 340 +143 1.45% Q3 2026 Oct 26, 2026
LECAP ASSET MANAGEMENT LTD History Reduced 9,993 876 0.42% 0.6% 341 -5,581 -35.84% Q3 2026 Oct 27, 2026
GREENLEAF TRUST History Reduced 9,951 873 0.01% 0.01% 342 -830 -7.7% Q3 2026 Oct 29, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 9,736 870 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 06, 2026
Accurate Wealth Management, LLC History Added to 9,389 864 0.07% 0.06% 344 +2,703 40.43% Q3 2026 Oct 20, 2026
DMC Group, LLC History Reduced 9,833 862 0.6% 0.61% 345 -139 -1.39% Q3 2026 Oct 26, 2026
Jefferies Financial Group Inc. History No change 9,590 857 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 17, 2026
Venture Visionary Partners LLC History Added to 9,570 839 0.02% 0.02% 347 +3 0.03% Q3 2026 Oct 07, 2026
CARRET ASSET MANAGEMENT, LLC History No change 9,482 831 0.07% 0.07% 348 0 0.0% Q3 2026 Nov 03, 2026
Aster Capital Management (DIFC) Ltd History No change 9,304 831 0.18% 0.18% 349 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 9,413 825 0.02% 0.02% 350 +308 3.38% Q3 2026 Nov 02, 2026
Centiva Capital, LP History No change 9,190 821 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 13, 2026
Trivium Point Advisory, LLC History No change 9,178 820 0.07% 0.07% 352 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 9,144 817 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 14, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 9,198 806 0.01% 0.03% 354 -11,352 -55.24% Q3 2026 Oct 13, 2026
Swiss Life Asset Management Ltd History No change 9,135 801 0.0% 0.0% 355 0 0.0% Q3 2026 Nov 03, 2026
Bridgefront Capital, LLC History No change 8,851 791 0.21% 0.21% 356 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 8,829 789 0.03% 0.03% 357 0 0.0% Q2 2026 Aug 06, 2026
SYON CAPITAL LLC History No change 8,759 783 0.03% 0.03% 358 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 8,740 781 0.05% 0.05% 359 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 8,606 769 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 11, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 8,761 768 0.07% 0.08% 361 -128 -1.44% Q3 2026 Oct 27, 2026
Old Port Advisors History Reduced 8,752 767 0.15% 0.15% 362 -50 -0.57% Q3 2026 Oct 23, 2026
Kera Capital Partners, Inc. History No change 8,543 763 0.07% 0.07% 363 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 8,486 758 0.01% 0.01% 364 0 0.0% Q2 2026 Jul 30, 2026
Orion Porfolio Solutions, LLC History No change 8,466 756 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 14, 2026
Optas, LLC History No change 8,451 755 0.11% 0.11% 366 0 0.0% Q2 2026 Jul 21, 2026
Mutual Advisors, LLC History No change 8,370 748 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 8,264 738 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 8,360 733 0.01% 0.01% 369 +2,477 42.1% Q3 2026 Nov 04, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 8,184 731 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 14, 2026
Aspen Investment Management Inc History No change 8,150 729 0.2% 0.2% 371 0 0.0% Q2 2026 Jul 17, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 8,167 716 0.01% 0.01% 372 -61 -0.74% Q3 2026 Oct 20, 2026
Jump Financial, LLC History No change 7,998 715 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 13, 2026
Ballentine Partners, LLC History No change 7,971 712 0.01% 0.01% 374 0 0.0% Q2 2026 Jul 17, 2026
GWN SECURITIES INC. History No change 7,920 708 0.12% 0.12% 375 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History Added to 7,899 692 0.0% 0.0% 377 +1,095 16.09% Q3 2026 Oct 08, 2026
Atria Investments, Inc History Added to 7,888 692 0.01% 0.01% 376 +227 2.96% Q3 2026 Oct 15, 2026
Advisors Capital Management, LLC History No change 7,732 691 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 11, 2026
BOS Asset Management, LLC History Reduced 7,661 672 0.16% 0.17% 379 -522 -6.38% Q3 2026 Oct 09, 2026
Campion Asset Management History No change 7,516 671 0.41% 0.41% 380 0 0.0% Q2 2026 Jul 28, 2026
Meeder Advisory Services, Inc. History No change 7,487 669 0.02% 0.02% 381 0 0.0% Q2 2026 Aug 07, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 7,579 664 0.17% 0.15% 382 -89 -1.16% Q3 2026 Oct 28, 2026
D.A. DAVIDSON & CO. History Reduced 7,545 661 0.0% 0.0% 383 -453 -5.66% Q3 2026 Oct 27, 2026
Fifth Third Wealth Advisors LLC History Reduced 7,545 661 0.02% 0.02% 384 -266 -3.41% Q3 2026 Oct 22, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 7,515 659 0.02% 0.02% 385 -46 -0.61% Q3 2026 Oct 13, 2026
HUNTINGTON NATIONAL BANK History No change 7,263 649 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 7,372 646 0.01% 0.02% 387 -9,406 -56.06% Q3 2026 Oct 27, 2026
TORONTO DOMINION BANK History No change 7,200 643 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 7,118 636 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 18, 2026
Leisure Capital Management History New 7,172 629 0.2% — 390 +7,172 New Q3 2026 Nov 03, 2026
Fulcrum Asset Management LLP History New 7,091 625 0.03% — 392 +7,091 New Q3 2026 Nov 04, 2026
Kestra Advisory Services, LLC History Added to 7,126 625 0.0% 0.0% 391 +784 12.36% Q3 2026 Nov 02, 2026
Atom Investors LP History No change 6,987 624 0.06% 0.06% 393 0 0.0% Q2 2026 Aug 14, 2026
Polymer Capital Management (US) LLC History No change 6,925 619 0.08% 0.08% 394 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 7,024 616 0.01% 0.01% 395 +1,510 27.38% Q3 2026 Oct 23, 2026
Callan Family Office, LLC History No change 6,795 607 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 6,740 602 0.07% 0.07% 397 0 0.0% Q2 2026 Jul 09, 2026
REGIONS FINANCIAL CORP History Reduced 6,860 601 0.0% 0.0% 398 -60 -0.87% Q3 2026 Nov 05, 2026
Sanctuary Advisors, LLC History No change 6,665 595 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 6,640 593 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 17, 2026
FourThought Financial Partners, LLC History No change 6,644 593 0.05% 0.05% 401 0 0.0% Q2 2026 Aug 12, 2026
Ethos Financial Group, LLC History No change 7,019 590 0.04% 0.04% 402 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 6,545 585 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 6,410 573 0.04% 0.04% 404 0 0.0% Q2 2026 Aug 14, 2026
DnB Asset Management AS History No change 6,398 571 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 11, 2026
Fieldview Capital Management, LLC History No change 6,319 564 0.16% 0.16% 406 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 6,298 563 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History Added to 6,410 562 0.01% 0.01% 408 +76 1.2% Q3 2026 Nov 03, 2026
NewEdge Advisors, LLC History No change 6,230 556 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 6,209 555 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History Added to 6,305 553 0.02% 0.02% 411 +1,091 20.92% Q3 2026 Nov 04, 2026
Nykredit A/S History No change 6,189 553 0.0% 0.0% 412 0 0.0% Q2 2026 Sep 08, 2026
Dorsey & Whitney Trust CO LLC History No change 6,135 548 0.03% 0.03% 413 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 6,111 546 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 6,089 544 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 5,726 527 0.01% 0.01% 416 +105 1.87% Q3 2026 Oct 20, 2026
Patten Group, Inc. History Added to 5,962 523 0.08% 0.08% 417 +6 0.1% Q3 2026 Oct 26, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Added to 5,951 522 0.19% 0.18% 418 +4 0.07% Q3 2026 Oct 20, 2026
Glenview Trust Co History No change 5,893 516 0.01% 0.01% 419 0 0.0% Q3 2026 Oct 28, 2026
Arkadios Wealth Advisors History No change 5,759 514 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 10, 2026
ANCHYRA PARTNERS LLC History Added to 5,798 508 0.11% 0.12% 421 +137 2.42% Q3 2026 Oct 13, 2026
TD Capital Management LLC History No change 5,657 505 0.04% 0.04% 422 0 0.0% Q2 2026 Aug 06, 2026
Aries Wealth Management History No change 5,736 503 0.1% 0.1% 423 0 0.0% Q3 2026 Oct 23, 2026
Allworth Financial LP History No change 5,588 499 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History Added to 5,646 497 0.0% 0.0% 425 +742 15.13% Q3 2026 Oct 16, 2026
Krilogy Financial LLC History Added to 5,295 489 0.01% 0.01% 426 +446 9.2% Q3 2026 Oct 13, 2026
SHARPEPOINT LLC History No change 5,439 486 0.24% 0.24% 427 0 0.0% Q2 2026 Jul 29, 2026
CIBC Bancorp USA Inc. History No change 5,439 484 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 13, 2026
R Squared Ltd History No change 5,383 481 0.25% 0.25% 429 0 0.0% Q2 2026 Aug 05, 2026
Quent Capital, LLC History No change 5,356 478 0.03% 0.03% 430 0 0.0% Q2 2026 Aug 07, 2026
Compound Planning, Inc. History No change 5,287 472 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 04, 2026
Eurizon Capital SGR S.p.A. History No change 5,271 472 0.0% 0.0% 432 0 0.0% Q2 2026 Jul 29, 2026
MEANS INVESTMENT CO., INC. History Reduced 5,374 471 0.03% 0.04% 433 -444 -7.63% Q3 2026 Nov 03, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 5,251 469 0.05% 0.05% 434 0 0.0% Q2 2026 Jul 29, 2026
GeoWealth Management, LLC History No change 5,209 465 0.01% 0.01% 435 0 0.0% Q2 2026 Jul 30, 2026
Steward Partners Investment Advisory, LLC History No change 5,207 465 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON JONES LLC History Added to 5,263 461 0.01% 0.01% 437 +108 2.1% Q3 2026 Nov 03, 2026
Baker Avenue Asset Management, LP History No change 5,137 459 0.01% 0.01% 438 0 0.0% Q2 2026 Jul 28, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 5,098 455 0.2% 0.2% 439 0 0.0% Q2 2026 Aug 17, 2026
BROWN ADVISORY INC History No change 5,037 450 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History No change 5,063 444 0.0% 0.0% 441 0 0.0% Q3 2026 Nov 05, 2026
SVB WEALTH LLC History No change 4,942 441 0.03% 0.03% 442 0 0.0% Q2 2026 Jul 17, 2026
KBC Group NV History Added to 5,007 439 0.0% 0.0% 443 +853 20.53% Q3 2026 Oct 22, 2026
IHT Wealth Management, LLC History No change 4,913 439 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 14, 2026
Erste Asset Management GmbH History No change 4,900 439 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Wealth, LLC History No change 4,864 434 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 10, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 4,937 433 0.02% 0.02% 447 0 0.0% Q3 2026 Nov 03, 2026
SHELTON CAPITAL MANAGEMENT History No change 4,826 431 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 4,804 429 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 4,806 429 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 06, 2026
AlTi Global, Inc. History No change 4,590 410 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 05, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 4,641 407 0.04% 0.04% 452 +33 0.72% Q3 2026 Oct 14, 2026
Tripletail Wealth Management, LLC History No change 4,404 406 0.47% 0.47% 453 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History Reduced 4,581 401 0.02% 0.02% 454 -115 -2.45% Q3 2026 Oct 26, 2026
Sterling Capital Management LLC History Reduced 4,570 400 0.01% 0.01% 455 -196 -4.11% Q3 2026 Oct 22, 2026
WEDBUSH SECURITIES INC History Added to 4,521 397 0.01% 0.01% 456 +2 0.04% Q3 2026 Oct 22, 2026
CERTUITY, LLC History Added to 4,511 395 0.02% 0.02% 457 +339 8.13% Q3 2026 Nov 02, 2026
COMPASS FINANCIAL MANAGEMENT LLC History Added to 4,476 392 0.04% 0.0% 459 +4,415 7237.7% Q3 2026 Oct 30, 2026
Coastline Trust Co History No change 4,470 392 0.04% 0.04% 458 0 0.0% Q3 2026 Oct 01, 2026
GREAT LAKES ADVISORS, LLC History No change 4,361 389 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 10, 2026
Jacobi Capital Management LLC History No change 4,334 387 0.02% 0.02% 461 0 0.0% Q2 2026 Jul 31, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 4,325 386 0.03% 0.03% 462 0 0.0% Q2 2026 Aug 10, 2026
Park Capital Management, LLC / WI History Added to 4,389 385 0.2% 0.21% 463 +430 10.86% Q3 2026 Oct 13, 2026
ZACKS INVESTMENT MANAGEMENT History No change 4,255 380 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 13, 2026
SEEDS INVESTOR LLC History No change 4,251 380 0.04% 0.04% 465 0 0.0% Q2 2026 Aug 12, 2026
Vestcor Inc History No change 4,228 378 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 11, 2026
Empirical Asset Management, LLC History No change 4,206 376 0.08% 0.08% 467 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History Added to 4,276 375 0.0% 0.0% 468 +1,402 48.78% Q3 2026 Oct 22, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,161 372 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History Reduced 4,218 370 0.01% 0.01% 470 -25 -0.59% Q3 2026 Oct 22, 2026
New Age Alpha Advisors, LLC History No change 4,128 369 0.02% 0.02% 471 0 0.0% Q2 2026 Aug 13, 2026
Commonwealth Financial Services, LLC History Added to 4,189 367 0.07% 0.05% 472 +82 2.0% Q3 2026 Oct 20, 2026
MATHER GROUP, LLC. History Added to 4,180 366 0.0% 0.0% 473 +199 5.0% Q3 2026 Oct 14, 2026
HUB Investment Partners, LLC History Added to 4,118 361 0.01% 0.01% 474 +217 5.56% Q3 2026 Nov 03, 2026
SCHULHOFF & CO INC History No change 4,000 357 0.14% 0.14% 475 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 3,952 353 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History No change 3,949 353 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 10, 2026
nVerses Capital, LLC History No change 3,952 353 0.54% 0.54% 478 0 0.0% Q2 2026 Aug 04, 2026
Arnhold LLC History No change 4,000 350 0.03% 0.02% 479 0 0.0% Q3 2026 Oct 26, 2026
Diversified Enterprises, LLC History Added to 3,967 348 0.02% 0.01% 481 +736 22.78% Q3 2026 Oct 19, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 3,975 348 0.12% 0.12% 480 0 0.0% Q3 2026 Oct 13, 2026
Elyxium Wealth, LLC History No change 3,977 348 0.04% 0.04% 482 0 0.0% Q3 2026 Oct 27, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 3,864 338 0.01% 0.01% 484 +110 2.93% Q3 2026 Nov 04, 2026
Moors & Cabot, Inc. History No change 3,791 338 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 10, 2026
Crestwood Advisors Group, LLC History Added to 3,815 334 0.0% 0.0% 485 +504 15.22% Q3 2026 Oct 27, 2026
Emerald Investment Advisers, LLC History No change 3,746 334 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 12, 2026
Centurion Wealth Management LLC History Added to 3,788 332 0.08% 0.08% 487 +38 1.01% Q3 2026 Oct 13, 2026
Beacon Pointe Advisors, LLC History No change 3,616 323 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 18, 2026
CreativeOne Wealth, LLC History No change 3,591 321 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 13, 2026
Sumitomo Mitsui Trust Group, Inc. History New 3,630 318 0.0% — 490 +3,630 New Q3 2026 Oct 29, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 3,549 317 0.09% 0.09% 491 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 3,531 315 0.04% 0.04% 492 0 0.0% Q2 2026 Aug 11, 2026
SPINNAKER TRUST History No change 3,515 314 0.02% 0.02% 493 0 0.0% Q2 2026 Aug 03, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 3,502 313 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 14, 2026
NorthCrest Asset Manangement, LLC History Added to 3,370 312 0.01% 0.01% 495 +926 37.89% Q3 2026 Oct 09, 2026
SAGE RHINO CAPITAL LLC History Reduced 3,545 311 0.05% 0.05% 497 -69 -1.91% Q3 2026 Oct 27, 2026
GARDNER RUSSO & QUINN LLC History No change 3,485 311 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 13, 2026
Aaron Wealth Advisors LLC History Reduced 3,532 309 0.02% 0.04% 498 -4,431 -55.64% Q3 2026 Oct 13, 2026
WELCH & FORBES LLC History No change 3,515 308 0.0% 0.0% 499 0 0.0% Q3 2026 Nov 04, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Reduced 3,500 307 0.1% 0.14% 500 -1,000 -22.22% Q3 2026 Oct 23, 2026
Hanson & Doremus Investment Management History No change 3,480 305 0.03% 0.03% 501 0 0.0% Q3 2026 Oct 16, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 3,402 304 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 12, 2026
JMN Financial LLC History No change 3,287 293 0.23% 0.23% 503 0 0.0% Q2 2026 Aug 10, 2026
Capital Square, LLC History Added to 3,333 292 0.13% 0.13% 504 +1 0.03% Q3 2026 Oct 19, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 3,309 290 0.04% 0.05% 505 +148 4.68% Q3 2026 Oct 27, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 3,248 290 0.02% 0.02% 506 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 3,242 289 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History No change 3,298 289 0.0% 0.0% 508 0 0.0% Q3 2026 Oct 05, 2026
NICHOLS & PRATT ADVISERS LLP /MA History No change 3,270 288 0.02% 0.02% 509 0 0.0% Q3 2026 Oct 13, 2026
Independent Advisor Alliance History No change 3,221 287 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 12, 2026
Paulson Wealth Management Inc. History Reduced 3,261 286 0.06% 0.07% 511 -596 -15.45% Q3 2026 Nov 02, 2026
PFG Investments, LLC History No change 3,180 284 0.01% 0.01% 512 0 0.0% Q2 2026 Jul 23, 2026
Dynamic Technology Lab Private Ltd History No change 3,157 282 0.06% 0.06% 513 0 0.0% Q2 2026 Aug 13, 2026
Kathmere Capital Management, LLC History Added to 3,209 281 0.01% 0.01% 515 +149 4.87% Q3 2026 Oct 20, 2026
J.W. COLE ADVISORS, INC. History No change 3,153 281 0.0% 0.0% 514 0 0.0% Q2 2026 Jul 21, 2026
Bank & Trust Co History No change 3,202 280 0.18% 0.18% 516 0 0.0% Q3 2026 Oct 07, 2026
Versant Capital Management, Inc History Added to 3,166 277 0.02% 0.02% 517 +180 6.03% Q3 2026 Oct 01, 2026
Hamilton Capital Partners Inc. History No change 3,071 274 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 14, 2026
MJP ASSOCIATES INC /ADV History No change 3,032 271 0.03% 0.03% 519 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 3,020 269 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 03, 2026
OBSIDIAN CIO, LLC History No change 3,007 268 0.2% 0.2% 521 0 0.0% Q2 2026 Aug 03, 2026
Sage Capital Management, LLC History Added to 3,040 266 0.1% 0.11% 524 +16 0.53% Q3 2026 Oct 20, 2026
Proficio Capital Partners LLC History No change 2,977 266 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 14, 2026
Sterling Investment Counsel, LLC History No change 3,043 266 0.06% 0.06% 523 0 0.0% Q3 2026 Oct 19, 2026
Fragasso Financial Advisors Inc History Added to 2,901 265 0.01% 0.01% 525 +135 4.88% Q3 2026 Oct 13, 2026
KPP Advisory Services LLC History Reduced 2,994 262 0.04% 0.04% 528 -200 -6.26% Q3 2026 Oct 26, 2026
Valeo Financial Advisors, LLC History Added to 2,988 262 0.01% 0.01% 527 +174 6.18% Q3 2026 Oct 08, 2026
Horizon Investments, LLC History No change 2,948 262 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 13, 2026
Portland Global Advisors LLC History No change 2,925 261 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 13, 2026
Net Worth Advisory Group History Reduced 2,958 260 0.07% 0.08% 531 -577 -16.32% Q3 2026 Oct 19, 2026
Advisor OS, LLC History Reduced 2,970 260 0.02% 0.02% 530 -62 -2.04% Q3 2026 Nov 03, 2026
Syverson Strege & Co History Added to 2,960 259 0.06% 0.05% 532 +372 14.37% Q3 2026 Nov 02, 2026
Smartleaf Asset Management LLC History No change 2,883 258 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 12, 2026
Ariadne Wealth Management, LP History No change 2,874 256 0.11% 0.11% 534 0 0.0% Q2 2026 Aug 13, 2026
Symmetry Partners, LLC History Added to 2,905 254 0.01% 0.01% 536 +55 1.93% Q3 2026 Oct 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,842 254 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 12, 2026
Quotient Wealth Partners, LLC History No change 2,838 253 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 03, 2026
Wealthspire Advisors, LLC History No change 2,794 249 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 11, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 2,790 249 0.02% 0.02% 539 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History Reduced 2,820 247 0.0% 0.0% 542 -322 -10.25% Q3 2026 Oct 23, 2026
Plancorp, LLC History Added to 2,719 247 0.01% 0.01% 541 +8 0.3% Q3 2026 Nov 02, 2026
West Family Investments, Inc. History No change 2,764 247 0.07% 0.07% 540 0 0.0% Q2 2026 Aug 10, 2026
Clark Capital Management Group, Inc. History No change 2,752 245 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 11, 2026
BNP Paribas Asset Management Holding S.A. History No change 2,725 243 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 12, 2026
MBL Wealth, LLC History New 2,761 242 0.01% — 545 +2,761 New Q3 2026 Oct 22, 2026
VestGen Advisors, LLC History Added to 2,737 240 0.01% 0.01% 546 +183 7.17% Q3 2026 Oct 27, 2026
INCEPTIONR LLC History No change 2,677 239 0.06% 0.06% 547 0 0.0% Q2 2026 Aug 10, 2026
BEACON FINANCIAL GROUP History No change 2,707 237 0.02% 0.02% 548 0 0.0% Q3 2026 Oct 19, 2026
West Branch Capital LLC History No change 2,709 237 0.05% 0.06% 549 0 0.0% Q3 2026 Oct 20, 2026
Blue Trust, Inc. History Reduced 2,694 236 0.0% 0.0% 551 -350 -11.5% Q3 2026 Oct 15, 2026
LEIGH BALDWIN & CO., LLC History No change 2,640 236 0.13% 0.13% 550 0 0.0% Q2 2026 Aug 13, 2026
Axxion S.A. History Added to 2,685 235 0.02% 0.02% 552 +294 12.3% Q3 2026 Oct 22, 2026
NOVEM GROUP History New 2,663 233 0.02% — 554 +2,663 New Q3 2026 Oct 19, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 2,666 233 0.0% 0.0% 553 +47 1.79% Q3 2026 Oct 22, 2026
Robertson Stephens Wealth Management, LLC History Added to 2,649 232 0.01% 0.01% 556 +103 4.05% Q3 2026 Oct 16, 2026
PROFUND ADVISORS LLC History Reduced 2,650 232 0.01% 0.01% 555 -92 -3.36% Q3 2026 Oct 28, 2026
NORDEN GROUP LLC History Reduced 2,642 231 0.02% 0.02% 558 -29 -1.09% Q3 2026 Oct 20, 2026
Advisors Asset Management, Inc. History No change 2,590 231 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 13, 2026
Paragon Capital Management Ltd History Reduced 2,629 230 0.04% 0.04% 559 -2 -0.08% Q3 2026 Oct 09, 2026
Carl P. Sherr & Co., LLC History No change 2,560 228 0.1% 0.1% 560 0 0.0% Q2 2026 Jul 31, 2026
Snowden Capital Advisors LLC History No change 2,545 227 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 13, 2026
AIRE ADVISORS, LLC History Reduced 2,584 226 0.04% 0.04% 562 -201 -7.22% Q3 2026 Oct 21, 2026
TOTH FINANCIAL ADVISORY CORP History No change 2,559 224 0.02% 0.02% 563 0 0.0% Q3 2026 Oct 08, 2026
Beaton Management Co. Inc. History No change 2,500 224 0.09% 0.09% 564 0 0.0% Q2 2026 Aug 07, 2026
MGO ONE SEVEN LLC History Added to 2,552 223 0.0% 0.0% 565 +3 0.12% Q3 2026 Oct 28, 2026
SYM FINANCIAL Corp History Reduced 2,530 221 0.02% 0.02% 566 -76 -2.92% Q3 2026 Oct 26, 2026
Able Wealth Management LLC History Added to 2,465 221 0.05% 0.05% 567 +70 2.92% Q3 2026 Oct 13, 2026
Sigma Planning Corp History Reduced 2,505 219 0.01% 0.01% 568 -304 -10.82% Q3 2026 Oct 23, 2026
Venturi Wealth Management, LLC History No change 2,458 219 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 20, 2026
Quantum Financial Advisors, LLC History New 2,449 214 0.02% — 570 +2,449 New Q3 2026 Nov 03, 2026
Canandaigua National Trust Co of Florida History New 2,420 212 0.12% — 573 +2,420 New Q3 2026 Oct 07, 2026
First Affirmative Financial Network History New 2,418 212 0.05% — 574 +2,418 New Q3 2026 Oct 21, 2026
Walker Asset Management, LLC History Added to 2,420 212 0.11% 0.11% 572 +13 0.54% Q3 2026 Oct 13, 2026
Choate Investment Advisors History No change 2,373 212 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 11, 2026
Integrated Advisors Network LLC History Reduced 2,415 211 0.01% 0.01% 575 -65 -2.62% Q3 2026 Oct 20, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,341 209 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 10, 2026
Rafferty Asset Management, LLC History No change 2,316 207 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 2,325 207 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 22, 2026
Occidental Asset Management, LLC History Added to 2,347 205 0.02% 0.02% 580 +63 2.76% Q3 2026 Nov 05, 2026
J.Safra Asset Management Corp History No change 2,340 205 0.01% 0.01% 579 0 0.0% Q3 2026 Nov 03, 2026
Bull Harbor Capital LLC History No change 2,281 203 0.04% 0.04% 581 0 0.0% Q2 2026 Aug 10, 2026
STRS OHIO History Reduced 2,299 201 0.0% 0.0% 582 -1,053 -31.41% Q3 2026 Oct 30, 2026
Stratos Wealth Partners, LTD. History No change 2,251 201 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 11, 2026
Ponta Wealth Partners, LLC History No change 2,249 201 0.11% 0.11% 584 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 2,238 200 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 04, 2026
Curat Global, LLC History No change 2,195 192 0.16% 0.16% 586 0 0.0% Q3 2026 Oct 26, 2026
Larson Financial Group LLC History No change 2,092 187 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History New 2,059 180 0.01% — 588 +2,059 New Q3 2026 Oct 21, 2026
Continuum Advisory, LLC History No change 1,993 178 0.01% 0.01% 589 0 0.0% Q2 2026 Aug 06, 2026
State of Wyoming History Reduced 2,004 175 0.01% 0.09% 590 -7,418 -78.73% Q3 2026 Oct 28, 2026
Atlantic Union Bankshares Corp History No change 1,900 169 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 11, 2026
New England Capital Financial Advisors LLC History No change 1,904 167 0.04% 0.04% 592 0 0.0% Q3 2026 Nov 03, 2026
Caitlin John, LLC History No change 1,500 134 0.07% 0.07% 593 0 0.0% Q2 2026 Aug 17, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 1,505 132 0.07% 0.08% 594 0 0.0% Q3 2026 Oct 30, 2026
CVA Family Office, LLC History No change 1,430 127 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 07, 2026
Westfuller Advisors, LLC History No change 1,381 123 0.04% 0.04% 596 0 0.0% Q2 2026 Jul 29, 2026
ST GERMAIN D J CO INC History No change 1,277 114 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 21, 2026
WPG Advisers, LLC History Reduced 1,290 113 0.06% 0.07% 598 -11 -0.85% Q3 2026 Oct 27, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,275 112 0.0% 0.0% 599 +466 57.6% Q3 2026 Nov 04, 2026
Basecamp Wealth Advisors LLC History No change 1,255 112 0.02% 0.02% 600 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History Reduced 1,276 111 0.0% 0.0% 601 -4 -0.31% Q3 2026 Nov 04, 2026
IFP Advisors, Inc History Reduced 1,186 104 0.0% 0.0% 603 -555 -31.88% Q3 2026 Oct 16, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,172 104 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 27, 2026
John Boyer, Inc. History New 1,173 102 0.08% — 604 +1,173 New Q3 2026 Oct 27, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,130 101 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 1,135 101 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 27, 2026
William B. Walkup & Associates, Inc. History No change 1,130 101 0.05% 0.05% 607 0 0.0% Q2 2026 Jul 30, 2026
Manchester Capital Management LLC History Added to 1,095 96 0.01% 0.01% 608 +70 6.83% Q3 2026 Oct 22, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,084 96 0.02% 0.02% 609 0 0.0% Q2 2026 Jul 17, 2026
Heritage Family Offices, LLP History New 1,070 93 0.03% — 611 +1,070 New Q3 2026 Nov 02, 2026
Parkside Financial Bank & Trust History No change 1,065 93 0.01% 0.01% 610 0 0.0% Q3 2026 Oct 27, 2026
HOEY INVESTMENTS, INC History No change 1,050 92 0.01% 0.01% 612 0 0.0% Q3 2026 Oct 28, 2026
LFA - Lugano Financial Advisors SA History New 1,025 89 0.05% — 615 +1,025 New Q3 2026 Nov 03, 2026
CENTRAL TRUST Co History No change 1,000 89 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 1,001 89 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History Added to 994 87 0.02% 0.02% 616 +24 2.47% Q3 2026 Oct 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 938 83 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 953 83 0.0% 0.0% 618 0 0.0% Q3 2026 Oct 27, 2026
SBI Securities Co., Ltd. History Reduced 924 81 0.0% 0.0% 620 -2 -0.22% Q3 2026 Oct 21, 2026
Institute for Wealth Management, LLC. History No change 914 81 0.01% 0.01% 619 0 0.0% Q2 2026 Jul 28, 2026
Pacific Center for Financial Services History New 848 74 0.02% — 622 +848 New Q3 2026 Oct 15, 2026
Geneos Wealth Management Inc. History No change 837 74 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History Added to 826 72 0.01% 0.01% 623 +155 23.1% Q3 2026 Oct 26, 2026
V-Square Quantitative Management LLC History No change 816 71 0.01% 0.01% 624 0 0.0% Q3 2026 Oct 15, 2026
PRIVATE TRUST CO NA History No change 789 69 0.01% 0.01% 625 0 0.0% Q3 2026 Oct 20, 2026
CULLEN/FROST BANKERS, INC. History No change 782 68 0.0% 0.0% 626 0 0.0% Q3 2026 Oct 28, 2026
JPL Wealth Management, LLC History No change 713 63 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 13, 2026
Pathway Financial Advisers, LLC History New 674 59 0.01% — 629 +674 New Q3 2026 Oct 26, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 2,780 59 0.01% 0.01% 628 0 0.0% Q3 2026 Oct 14, 2026
Quarry LP History No change 649 58 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History Reduced 648 56 0.03% 0.03% 631 -134 -17.14% Q3 2026 Oct 14, 2026
Millstone Evans Group, LLC History No change 620 55 0.03% 0.03% 632 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History Added to 606 53 0.0% 0.0% 633 +85 16.31% Q3 2026 Oct 21, 2026
Deseret Mutual Benefit Administrators History No change 614 53 0.02% 0.02% 634 0 0.0% Q3 2026 Nov 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 568 49 0.0% — 635 +563 11260.0% Q3 2026 Nov 04, 2026
Synergy Investment Management, LLC History No change 570 48 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 14, 2026
Nalls Sherbakoff Group, LLC History No change 500 44 0.03% 0.03% 637 0 0.0% Q2 2026 Aug 17, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 461 40 0.0% 0.0% 638 -63 -12.02% Q3 2026 Oct 27, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 444 38 0.02% 0.03% 641 -15 -3.27% Q3 2026 Nov 04, 2026
Ancora Advisors LLC History No change 433 38 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 427 38 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 06, 2026
BFC Planning, Inc. History No change 430 38 0.0% 0.0% 642 0 0.0% Q2 2026 Oct 29, 2026
North Star Investment Management Corp. History Added to 431 37 0.0% 0.0% 643 +1 0.23% Q3 2026 Oct 27, 2026
Ares Financial Consulting, LLC History No change 418 36 0.02% 0.03% 644 0 0.0% Q3 2026 Oct 19, 2026
Triumph Capital Management History No change 400 35 0.01% 0.01% 645 0 0.0% Q3 2026 Oct 14, 2026
BARRETT & COMPANY, INC. History No change 396 34 0.01% 0.01% 646 0 0.0% Q3 2026 Oct 22, 2026
WealthCollab, LLC History No change 370 33 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 10, 2026
City State Bank History New 365 32 0.01% — 650 +365 New Q3 2026 Oct 20, 2026
SHP Wealth Management History No change 362 32 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 362 32 0.01% 0.01% 649 0 0.0% Q2 2026 Aug 04, 2026
CX Institutional History Added to 352 31 0.0% 0.0% 651 +129 57.85% Q3 2026 Oct 02, 2026
Laurel Wealth Advisors LLC History New 325 28 0.0% — 653 +325 New Q3 2026 Oct 27, 2026
Merrithew & Thorsten Inc History No change 317 28 0.02% 0.02% 652 0 0.0% Q2 2026 Jul 31, 2026
Center for Financial Planning, Inc. History Reduced 308 27 0.0% 0.01% 654 -979 -76.07% Q3 2026 Oct 26, 2026
Plante Moran Financial Advisors, LLC History Reduced 297 26 0.0% 0.0% 655 -1 -0.34% Q3 2026 Nov 04, 2026
Regatta Research & Money Management History No change 300 26 0.02% 0.02% 656 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History Added to 296 25 0.0% 0.0% 657 +4 1.37% Q3 2026 Nov 03, 2026
KERR FINANCIAL PLANNING Corp History No change 279 24 0.03% 0.03% 658 0 0.0% Q2 2026 Jul 02, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 271 23 0.01% 0.0% 659 +95 53.98% Q3 2026 Oct 07, 2026
Cedar Mountain Advisors, LLC History No change 255 22 0.0% 0.0% 660 0 0.0% Q3 2026 Oct 15, 2026
Private Wealth Management Group, LLC History No change 256 22 0.0% 0.01% 661 0 0.0% Q3 2026 Oct 19, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 244 21 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 241 21 0.01% 0.01% 663 0 0.0% Q3 2026 Oct 28, 2026
Atlantic Edge Private Wealth Management, LLC History No change 250 21 0.0% 0.0% 664 0 0.0% Q3 2026 Oct 20, 2026
Hilton Head Capital Partners, LLC History Added to 238 20 0.01% 0.01% 667 +1 0.42% Q3 2026 Oct 23, 2026
Coston, McIsaac & Partners History No change 224 20 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 12, 2026
Sachetta, LLC History No change 233 20 0.01% 0.01% 666 0 0.0% Q2 2026 Jul 15, 2026
CoreCap Advisors, LLC History Reduced 226 19 0.0% 0.0% 668 -327 -59.13% Q3 2026 Oct 08, 2026
Fortitude Family Office, LLC History Added to 218 19 0.0% 0.0% 669 +25 12.95% Q3 2026 Oct 14, 2026
Investors Portfolio Services LLC History No change 215 19 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 14, 2026
JNBA Financial Advisors History New 200 17 0.0% — 672 +200 New Q3 2026 Nov 03, 2026
Bell Investment Advisors, Inc History No change 200 17 0.0% 0.0% 671 0 0.0% Q3 2026 Oct 28, 2026
Grove Bank & Trust History No change 171 15 0.0% 0.0% 673 0 0.0% Q3 2026 Oct 08, 2026
Cherry Tree Wealth Management, LLC History No change 179 15 0.0% 0.0% 674 0 0.0% Q3 2026 Oct 15, 2026
Monetary Solutions, Ltd History No change 182 15 0.01% 0.01% 675 0 0.0% Q3 2026 Oct 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 174 15 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 167 14 0.0% 0.0% 677 -12 -6.7% Q3 2026 Oct 09, 2026
Keating Financial Advisory Services, Inc. History No change 166 14 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 11, 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna History New 140 12 0.0% — 682 +140 New Q3 2026 Oct 21, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 144 12 0.0% 0.0% 679 -10 -6.49% Q3 2026 Oct 05, 2026
Newton One Investments LLC History Added to 140 12 0.0% 0.0% 681 +1 0.72% Q3 2026 Oct 14, 2026
Kozak & Associates, Inc. History No change 143 12 0.0% 0.0% 680 0 0.0% Q3 2026 Oct 29, 2026
Covestor Ltd History Reduced 125 11 0.01% 0.02% 684 -201 -61.66% Q3 2026 Oct 30, 2026
Provenance Wealth Advisors, LLC History New 131 11 0.0% — 685 +131 New Q3 2026 Oct 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 130 11 0.0% 0.0% 683 0 0.0% Q3 2026 Oct 22, 2026
AMERICAN NATIONAL BANK & TRUST History No change 122 10 0.0% 0.0% 686 0 0.0% Q3 2026 Oct 07, 2026
LRI Investments, LLC History No change 122 10 0.0% 0.0% 687 0 0.0% Q2 2026 Jul 14, 2026
IMG Wealth Management, Inc. History No change 121 10 0.01% 0.01% 688 0 0.0% Q3 2026 Oct 26, 2026
Rydar Equities, Inc. History New 104 9 0.0% — 691 +104 New Q3 2026 Oct 13, 2026
Physician Wealth Advisors, Inc. History Added to 107 9 0.0% 0.0% 689 +5 4.9% Q3 2026 Oct 20, 2026
United Financial Planning Group LLC History No change 112 9 0.0% 0.01% 690 0 0.0% Q3 2026 Nov 04, 2026
DANSKE BANK A/S History No change 100 8 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 10, 2026
Transamerica Financial Advisors, LLC History No change 93 8 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 99 8 0.0% 0.0% 694 0 0.0% Q3 2026 Oct 29, 2026
Financial Gravity Companies, Inc. History No change 8,000 7 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 05, 2026
Heritage Wealth Advisors History No change 83 7 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 77 7 0.0% 0.0% 697 0 0.0% Q3 2026 Oct 27, 2026
NFSG Corp History No change 86 7 0.0% 0.0% 698 0 0.0% Q3 2026 Oct 15, 2026
Meriwether Wealth & Planning, LLC History New 75 6 0.0% — 701 +75 New Q3 2026 Oct 13, 2026
Creative Capital Management Investments LLC History Added to 74 6 0.0% 0.0% 700 +21 39.62% Q3 2026 Oct 27, 2026
Addison Advisors LLC History No change 67 6 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 10, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 64 5 0.0% — 713 +64 New Q3 2026 Oct 16, 2026
GK Wealth Management LLC History New 59 5 0.0% — 712 +59 New Q3 2026 Oct 09, 2026
KELLEHER FINANCIAL ADVISORS History Reduced 67 5 0.0% 0.0% 703 -45 -40.18% Q3 2026 Oct 30, 2026
Bare Financial Services, Inc History Added to 65 5 0.0% 0.0% 709 +28 75.68% Q3 2026 Nov 04, 2026
Silver Grove Financial Group, Inc. History Reduced 63 5 0.0% 0.0% 710 -23 -26.74% Q3 2026 Nov 05, 2026
Cromwell Holdings LLC History Added to 67 5 0.0% 0.0% 706 +21 45.65% Q3 2026 Oct 28, 2026
IMA Advisory Services, Inc. History No change 58 5 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 10, 2026
Kemnay Advisory Services Inc. History No change 64 5 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 14, 2026
High Note Wealth, LLC History No change 58 5 0.0% 0.0% 705 0 0.0% Q3 2026 Oct 27, 2026
Beaird Harris Wealth Management, LLC History No change 63 5 0.0% 0.0% 707 0 0.0% Q2 2026 Jul 08, 2026
Colonial Trust Co / SC History No change 59 5 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History No change 65 5 0.0% 0.0% 711 0 0.0% Q3 2026 Oct 20, 2026
GoalVest Advisory LLC History New 53 4 0.0% — 719 +53 New Q3 2026 Oct 02, 2026
MASECO LLP History New 49 4 0.0% — 720 +49 New Q3 2026 Oct 27, 2026
Bay Harbor Wealth Management, LLC History Added to 46 4 0.0% 0.0% 714 +8 21.05% Q3 2026 Nov 03, 2026
James T. Borello RIA History Added to 47 4 0.0% 0.0% 718 +2 4.44% Q3 2026 Oct 16, 2026
DiNuzzo Private Wealth, Inc. History No change 53 4 0.0% 0.0% 715 0 0.0% Q3 2026 Oct 15, 2026
Reyes Financial Architecture, Inc. History No change 47 4 0.0% 0.0% 716 0 0.0% Q3 2026 Oct 21, 2026
Rialto Wealth Management, LLC History No change 55 4 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 11, 2026
Latitude Advisors, LLC History New 44 3 0.0% — 730 +44 New Q3 2026 Oct 27, 2026
Burk Holdings LLC History New 38 3 0.0% — 731 +38 New Q3 2026 Nov 04, 2026
Kingdom Financial Group LLC. History Added to 39 3 0.0% 0.0% 724 +22 129.41% Q3 2026 Nov 04, 2026
Retirement Wealth Solutions LLC History Reduced 38 3 0.0% 0.0% 726 -2 -5.0% Q3 2026 Oct 07, 2026
MANNING & NAPIER ADVISORS LLC History No change 39 3 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 36 3 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 24, 2026
Spire Wealth Management History No change 39 3 0.0% 0.0% 723 0 0.0% Q3 2026 Oct 30, 2026
Bruce G. Allen Investments, LLC History No change 38 3 0.0% 0.0% 725 0 0.0% Q2 2026 Jul 31, 2026
Raiffeisen Bank International AG History No change 78 3 0.0% 0.0% 727 0 0.0% Q3 2026 Oct 28, 2026
Persistent Asset Partners Ltd History No change 42 3 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 06, 2026
MidFirst Bank History No change 40 3 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 07, 2026
UMB Private Wealth Management, LLC History New 32 2 0.0% — 745 +32 New Q3 2026 Oct 19, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 32 2 0.0% 0.0% 732 0 0.0% Q2 2026 Aug 07, 2026
SouthState Bank Corp History No change 30 2 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 06, 2026
Marquette Asset Management, LLC History No change 28 2 0.0% 0.0% 734 0 0.0% Q3 2026 Oct 09, 2026
Clean Yield Group History No change 26 2 0.0% 0.0% 735 0 0.0% Q3 2026 Oct 28, 2026
Financial Management Professionals, Inc. History No change 29 2 0.0% 0.0% 736 0 0.0% Q3 2026 Oct 23, 2026
Ameritas Advisory Services, LLC History No change 26 2 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 14, 2026
Valued Wealth Advisors LLC History No change 29 2 0.0% 0.0% 738 0 0.0% Q2 2026 Jul 20, 2026
Dogwood Wealth Management LLC History No change 25 2 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 06, 2026
HFM Investment Advisors, LLC History No change 25 2 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 04, 2026
Torren Management, LLC History No change 27 2 0.0% 0.0% 741 0 0.0% Q3 2026 Oct 29, 2026
Signature Equity Partners, LLC History No change 27 2 0.0% 0.0% 742 0 0.0% Q3 2026 Oct 29, 2026
Cornerstone Financial Management LLC History No change 28 2 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 28, 2026
TIAA Wealth Investment Management LLC History No change 25 2 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History New 16 1 0.0% — 755 +16 New Q3 2026 Oct 23, 2026
Clark Wealth Partners History New 14 1 0.0% — 756 +14 New Q3 2026 Oct 16, 2026
Avion Wealth History Reduced 13 1 0.0% 0.0% 748 -6 -31.58% Q3 2026 Nov 03, 2026
Hughes Financial Services, LLC History Added to 18 1 0.0% 0.0% 751 +2 12.5% Q3 2026 Oct 30, 2026
Navigoe, LLC History Added to 12 1 0.0% — 752 +2 20.0% Q3 2026 Nov 03, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 18 1 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History No change 19 1 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 06, 2026
Nemes Rush Group LLC History No change 15 1 0.0% 0.0% 749 0 0.0% Q3 2026 Nov 04, 2026
Arlington Trust Co LLC History No change 21 1 0.0% 0.0% 750 0 0.0% Q3 2026 Oct 20, 2026
AMERIFLEX GROUP, INC. History No change 15 1 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 12 1 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 14, 2026
Vest Financial, LLC History Closed out 0 0 — 0.21% — -228,993 -100.0% Q3 2026 Oct 21, 2026
CPC Advisors, LLC History Closed out 0 0 — 0.36% — -30,209 -100.0% Q3 2026 Oct 21, 2026
Convergence Investment Partners, LLC History Closed out 0 0 — 0.16% — -18,308 -100.0% Q3 2026 Oct 28, 2026
Oak Thistle LLC History Closed out 0 0 — 0.16% — -18,237 -100.0% Q3 2026 Oct 21, 2026
111 Capital History Closed out 0 0 — 0.2% — -13,205 -100.0% Q3 2026 Nov 03, 2026
FULCRUM WEALTH ADVISORS, LLC History Closed out 0 0 — 0.26% — -3,859 -100.0% Q3 2026 Oct 16, 2026
VICTORY FINANCIAL GROUP, LLC History Closed out 0 0 — 0.03% — -3,392 -100.0% Q3 2026 Oct 27, 2026
Prime Capital Investment Advisors, LLC History Closed out 0 0 — 0.0% — -3,191 -100.0% Q3 2026 Oct 20, 2026
Vontobel Holding Ltd. History Closed out 0 0 — 0.0% — -2,895 -100.0% Q3 2026 Oct 16, 2026
Claro Advisors Inc. History Closed out 0 0 — 0.03% — -2,760 -100.0% Q3 2026 Nov 02, 2026
Abacus Wealth Partners, LLC History Closed out 0 0 — 0.02% — -2,554 -100.0% Q3 2026 Nov 03, 2026
StoneX Group Inc. History Closed out 0 0 — 0.01% — -2,510 -100.0% Q3 2026 Nov 03, 2026
ARGA Investment Management, LP History Closed out 0 0 — 0.01% — -2,506 -100.0% Q3 2026 Oct 30, 2026
RFG Advisory, LLC History Closed out 0 0 — 0.0% — -2,272 -100.0% Q3 2026 Nov 03, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Closed out 0 0 — 0.01% — -2,264 -100.0% Q3 2026 Oct 28, 2026
Resonant Capital Advisors, LLC History Closed out 0 0 — 0.01% — -2,239 -100.0% Q3 2026 Oct 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -750 -100.0% Q3 2026 Nov 02, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -705 -100.0% Q3 2026 Oct 28, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 — 0.01% — -445 -100.0% Q3 2026 Oct 14, 2026
Founders Capital Management History Closed out 0 0 — 0.01% — -300 -100.0% Q3 2026 Oct 13, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2026 Oct 07, 2026
LifeSteps Financial, Inc. History Closed out 0 0 — 0.0% — -75 -100.0% Q3 2026 Oct 15, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -65 -100.0% Q3 2026 Oct 20, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -24 -100.0% Q3 2026 Oct 16, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.0% — -19 -100.0% Q3 2026 Oct 21, 2026
Wilmington Savings Fund Society, FSB History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2026 Oct 23, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 15, 2026
Birchwood Financial Partners, Inc. History New 4 0 — — — +4 New Q3 2026 Nov 02, 2026
American Capital Advisory, LLC History New 3 0 — — — +3 New Q3 2026 Oct 28, 2026
DecisionPoint Financial, LLC History Added to 11 0 — — — +2 22.22% Q3 2026 Oct 27, 2026
Planning Strategies Inc. History New 2 0 — — — +2 New Q3 2026 Oct 02, 2026
Activest Wealth Management History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 15, 2026
Signature Resources Capital Management, LLC History New 1 0 — — — +1 New Q3 2026 Oct 16, 2026
MOTCO History No change 3 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Measured Wealth Private Client Group, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Quaker Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
Prestige Wealth Management Group LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Evolution Advisers, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Rakuten Securities, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
Mosley Wealth Management History No change 4 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
Seneschal Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Principia Wealth Advisory, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 19, 2026
ROSS\JOHNSON & Associates LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Downshift Financial, LLC History No change 9 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
1015 Capital Partners, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 21, 2026