Vale S.A. - VALE

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
Capital World Investors History No change 131,508,037 1,977,877 0.23% 0.23% 1 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 63,828,464 959,980 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 55,345,652 832,398 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 31,949,655 480,522 0.21% 0.21% 4 0 0.0% Q2 2026 Aug 13, 2026
Robeco Institutional Asset Management B.V. History No change 30,216,274 454,452 0.56% 0.56% 5 0 0.0% Q2 2026 Jul 21, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 29,112,147 437,846 0.22% 0.22% 6 0 0.0% Q2 2026 Aug 04, 2026
MORGAN STANLEY History No change 27,894,968 419,540 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 26,838,197 403,646 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 14, 2026
Capital Research Global Investors History No change 24,484,941 368,253 0.05% 0.05% 9 0 0.0% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 23,878,954 359,139 0.54% 0.54% 10 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 23,696,580 356,396 0.25% 0.25% 11 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 22,697,641 341,372 0.1% 0.1% 12 0 0.0% Q2 2026 Aug 04, 2026
GOLDMAN SACHS GROUP INC History No change 21,667,274 325,875 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 17,879,889 268,913 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 17,058,232 256,385 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 12, 2026
Itau Unibanco Holding S.A. History No change 15,368,311 230,485 4.38% 4.38% 16 0 0.0% Q2 2026 Aug 14, 2026
Orbis Allan Gray Ltd History No change 14,267,945 214,589 0.74% 0.74% 17 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 13,682,633 205,786 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 13,390,283 201,389 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 13,184,147 198,289 0.14% 0.14% 20 0 0.0% Q2 2026 Aug 14, 2026
BAILLIE GIFFORD & CO History No change 12,625,977 189,894 0.17% 0.17% 21 0 0.0% Q2 2026 Aug 06, 2026
Schonfeld Strategic Advisors LLC History No change 12,487,730 187,815 0.67% 0.67% 22 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 12,312,554 185,180 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 10,733,164 161,426 0.06% 0.06% 24 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 10,109,608 152,048 0.18% 0.18% 25 0 0.0% Q2 2026 Jul 28, 2026
STATE STREET CORP History No change 9,973,270 149,997 0.0% 0.0% 26 0 0.0% Q2 2026 Sep 22, 2026
AMERICAN CENTURY COMPANIES INC History No change 9,528,921 143,314 0.06% 0.06% 27 0 0.0% Q2 2026 Aug 12, 2026
Mondrian Investment Partners LTD History No change 9,252,093 139,151 2.15% 2.15% 28 0 0.0% Q2 2026 Jul 30, 2026
D. E. Shaw & Co., Inc. History No change 8,544,430 128,508 0.06% 0.06% 29 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 8,363,600 125,788 0.01% 0.01% 30 0 0.0% Q2 2026 Sep 02, 2026
JANE STREET GROUP, LLC History No change 8,337,109 125,390 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 7,852,628 118,103 0.17% 0.17% 32 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 7,544,987 113,476 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 14, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 7,236,306 108,834 0.63% 0.63% 34 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History No change 6,927,766 104,193 0.13% 0.13% 35 0 0.0% Q2 2026 Jul 08, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 6,793,093 102,562 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 03, 2026
Capital Markets Trading UK LLP History No change 5,835,339 87,763 0.84% 0.84% 37 0 0.0% Q2 2026 Aug 13, 2026
Artemis Investment Management LLP History No change 5,711,576 85,902 0.76% 0.76% 38 0 0.0% Q2 2026 Jul 23, 2026
DIMENSIONAL FUND ADVISORS LP History No change 5,671,238 85,295 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 11, 2026
TODD ASSET MANAGEMENT LLC History No change 5,350,321 80,468 1.43% 1.43% 40 0 0.0% Q2 2026 Aug 04, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,248,034 78,930 0.02% 0.02% 41 0 0.0% Q2 2026 Sep 23, 2026
CITIGROUP INC History No change 5,103,354 76,754 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 03, 2026
Allianz Asset Management GmbH History No change 4,891,920 73,574 0.06% 0.06% 43 0 0.0% Q2 2026 Sep 02, 2026
BSN Capital Partners Ltd History No change 4,555,833 69,749 3.15% 3.15% 44 0 0.0% Q2 2026 Aug 12, 2026
CMT Capital Markets Trading GmbH History No change 4,594,326 69,099 0.59% 0.59% 45 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 4,565,904 68,671 0.04% 0.04% 46 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 4,452,159 66,960 0.09% 0.09% 47 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 4,223,467 63,520 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 4,051,623 60,936 0.12% 0.12% 49 0 0.0% Q2 2026 Aug 12, 2026
Walleye Trading LLC History No change 3,865,141 58,131 0.07% 0.07% 50 0 0.0% Q2 2026 Aug 03, 2026
Capital International Investors History No change 3,615,314 54,374 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 3,489,558 52,482 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 3,470,670 52,199 0.36% 0.36% 53 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History No change 3,444,234 51,801 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 12, 2026
RWC ASSET ADVISORS (US) LLC History No change 3,116,288 46,868 10.43% 10.43% 55 0 0.0% Q2 2026 Sep 03, 2026
Man Group plc History No change 3,089,267 46,462 0.07% 0.07% 56 0 0.0% Q2 2026 Aug 14, 2026
DAVIS SELECTED ADVISERS History No change 2,929,850 44,064 0.19% 0.19% 57 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 544,985 43,187 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 2,863,402 43,065 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 2,709,883 40,757 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 2,662,470 40,043 0.06% 0.06% 61 0 0.0% Q2 2026 Jul 31, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 2,645,173 39,783 0.17% 0.17% 62 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,638,267 39,679 0.18% 0.18% 63 0 0.0% Q2 2026 Aug 13, 2026
Bridgewater Associates, LP History No change 2,626,446 39,501 0.16% 0.16% 64 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 2,620,908 39,425 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 2,572,089 38,683 0.05% 0.05% 66 0 0.0% Q2 2026 Aug 12, 2026
Turim 21 Investimentos Ltda. History No change 2,545,258 38,280 6.24% 6.24% 67 0 0.0% Q2 2026 Aug 10, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 2,339,949 35,193 0.05% 0.05% 68 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 2,243,230 33,738 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 2,195,099 33,014 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 06, 2026
Allspring Global Investments Holdings, LLC History No change 2,156,864 32,137 0.05% 0.05% 71 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 2,035,930 30,620 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 1,852,317 27,858 0.1% 0.1% 73 0 0.0% Q2 2026 Aug 04, 2026
Point72 Asset Management, L.P. History No change 1,811,933 27,251 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 1,773,537 26,673 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 1,719,238 25,861 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
OMERS ADMINISTRATION Corp History No change 1,619,298 24,354 0.15% 0.15% 77 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 1,566,403 23,558 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,552,751 23,354 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 1,551,392 23,332 0.05% 0.05% 80 0 0.0% Q2 2026 Aug 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 1,501,100 22,576 0.23% 0.23% 81 0 0.0% Q2 2026 Aug 14, 2026
RWC Asset Management LLP History No change 1,500,372 22,565 0.85% 0.85% 82 0 0.0% Q2 2026 Jul 27, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 1,492,848 22,452 0.05% 0.05% 83 0 0.0% Q2 2026 Aug 13, 2026
JENNISON ASSOCIATES LLC History No change 1,424,393 21,422 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 03, 2026
MACKENZIE FINANCIAL CORP History No change 1,398,604 21,035 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 13, 2026
Converium Capital Inc. History No change 1,200,000 18,048 2.31% 2.31% 86 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 1,146,495 17,243 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 06, 2026
Squarepoint Ops LLC History No change 1,084,227 16,306 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,002,342 15,075 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 984,752 14,810 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 980,508 14,746 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 970,329 14,594 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 964,261 14,502 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 952,345 14,323 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 13, 2026
Kiltearn Partners LLP History No change 909,672 13,681 3.32% 3.32% 95 0 0.0% Q2 2026 Aug 12, 2026
Covalis Capital LLP History No change 905,082 13,612 0.77% 0.77% 96 0 0.0% Q2 2026 Aug 13, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History No change 852,163 12,816 0.79% 0.79% 97 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 818,135 12,304 0.05% 0.05% 98 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 801,473 12,054 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 07, 2026
Kapitalo Investimentos Ltda History No change 766,128 11,522 0.73% 0.73% 100 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 734,789 11,051 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History No change 693,251 10,426 0.52% 0.52% 102 0 0.0% Q2 2026 Aug 13, 2026
Greenline Partners, LLC History No change 678,229 10,200 1.04% 1.04% 103 0 0.0% Q2 2026 Aug 14, 2026
BTG Pactual Asset Management US LLC History No change 671,082 10,093 0.63% 0.63% 104 0 0.0% Q2 2026 Aug 14, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 632,792 9,517 0.36% 0.36% 105 0 0.0% Q2 2026 Aug 06, 2026
DekaBank Deutsche Girozentrale History No change 631,753 9,502 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 05, 2026
LARCH CAPITAL PARTNERS LLC History No change 618,259 9,298 1.33% 1.33% 107 0 0.0% Q2 2026 Aug 17, 2026
SEI INVESTMENTS CO History No change 600,839 9,036 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 600,282 9,028 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 558,827 8,404 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 546,143 8,213 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 14, 2026
Lifetime Wealth Management P.C. History No change 509,278 7,659 4.47% 4.47% 112 0 0.0% Q2 2026 Aug 14, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History No change 500,000 7,520 0.24% 0.24% 113 0 0.0% Q2 2026 Aug 17, 2026
FORA Capital, LLC History No change 499,401 7,515 0.52% 0.52% 114 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 488,940 7,353 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 17, 2026
MGO ONE SEVEN LLC History No change 478,763 7,200 0.12% 0.12% 116 0 0.0% Q2 2026 Jul 31, 2026
BARINGS LLC History No change 477,943 7,188 0.13% 0.13% 117 0 0.0% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History No change 448,015 6,738 0.01% 0.01% 118 0 0.0% Q2 2026 Jul 22, 2026
Moneda S.A. Administradora General de Fondos History No change 446,015 6,708 5.5% 5.5% 119 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 434,925 6,541 0.02% 0.02% 120 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 432,691 6,520 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 432,727 6,508 0.1% 0.1% 122 0 0.0% Q2 2026 Aug 11, 2026
Tidal Investments LLC History No change 423,725 6,372 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS History No change 415,913 6,255 0.03% 0.03% 124 0 0.0% Q2 2026 Aug 13, 2026
Dayah Capital LLC History No change 400,000 6,028 2.03% 2.03% 125 0 0.0% Q2 2026 Aug 14, 2026
SPX Gestao de Recursos Ltda History No change 398,493 5,993 0.67% 0.67% 126 0 0.0% Q2 2026 Aug 19, 2026
HighTower Advisors, LLC History No change 397,562 5,979 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 05, 2026
Euro Pacific Asset Management, LLC History No change 499,617 5,894 0.67% 0.67% 128 0 0.0% Q2 2026 Aug 06, 2026
NS Partners Ltd History No change 383,400 5,766 0.25% 0.25% 129 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 377,893 5,683 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 12, 2026
Verde Servicos Internacionais S.A. History No change 372,700 5,605 2.05% 2.05% 131 0 0.0% Q2 2026 Jul 29, 2026
Walleye Capital LLC History No change 371,836 5,592 0.02% 0.02% 132 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 358,438 5,390 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 355,934 5,353 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 347,465 5,224 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
PINEBRIDGE INVESTMENTS LLC History No change 344,689 5,184 0.04% 0.04% 136 0 0.0% Q2 2026 Aug 13, 2026
Oxbow Advisors, LLC History No change 320,735 4,823 0.39% 0.39% 137 0 0.0% Q2 2026 Aug 07, 2026
Metis Global Partners, LLC History No change 290,492 4,369 0.1% 0.1% 138 0 0.0% Q2 2026 Aug 10, 2026
Qube Research & Technologies Ltd History No change 283,224 4,259 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 282,843 4,253 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 11, 2026
Caption Management, LLC History No change 281,703 4,236 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 274,172 4,123 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 272,274 4,095 0.08% 0.08% 143 0 0.0% Q2 2026 Jul 27, 2026
Northwest & Ethical Investments L.P. History No change 270,296 4,065 0.09% 0.09% 144 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 253,556 3,813 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 246,418 3,706 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History No change 240,939 3,623 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 237,849 3,577 0.05% 0.05% 148 0 0.0% Q2 2026 Aug 13, 2026
Centiva Capital, LP History No change 235,516 3,542 0.03% 0.03% 149 0 0.0% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA History No change 231,527 3,482 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 231,485 3,481 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 218,701 3,289 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 30, 2026
ABBINGTON INVESTMENT GROUP History No change 216,726 3,259 2.07% 2.07% 153 0 0.0% Q2 2026 Jul 31, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 213,247 3,207 0.04% 0.04% 154 0 0.0% Q2 2026 Aug 13, 2026
ION Fund Management Ltd History No change 213,100 3,205 0.2% 0.2% 155 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 210,268 3,162 0.01% 0.01% 156 0 0.0% Q2 2026 Sep 08, 2026
D.A. DAVIDSON & CO. History No change 205,082 3,084 0.02% 0.02% 157 0 0.0% Q2 2026 Jul 24, 2026
Quantitative Investment Management, LLC History No change 203,573 3,061 0.33% 0.33% 158 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 199,519 3,000 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 29, 2026
Recurrent Investment Advisors LLC History No change 196,192 2,950 0.18% 0.18% 160 0 0.0% Q2 2026 Aug 14, 2026
Amova Asset Management Americas, Inc. History No change 192,327 2,894 0.04% 0.04% 161 0 0.0% Q2 2026 Aug 13, 2026
Greater Midwest Financial Group, LLC History No change 190,862 2,870 1.43% 1.43% 162 0 0.0% Q2 2026 Jul 15, 2026
BURNEY CO/ History No change 186,564 2,805 0.08% 0.08% 163 0 0.0% Q2 2026 Jul 14, 2026
PROFUND ADVISORS LLC History No change 186,516 2,805 0.08% 0.08% 164 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 182,373 2,742 0.04% 0.04% 165 0 0.0% Q2 2026 Aug 14, 2026
X-Square Capital, LLC History No change 179,109 2,694 0.68% 0.68% 166 0 0.0% Q2 2026 Aug 12, 2026
SCOTIA CAPITAL INC. History No change 176,803 2,659 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 11, 2026
Old West Investment Management, LLC History No change 171,456 2,578 0.27% 0.27% 168 0 0.0% Q2 2026 Aug 06, 2026
Kathmere Capital Management, LLC History No change 161,853 2,434 0.13% 0.13% 169 0 0.0% Q2 2026 Jul 29, 2026
Pictet Asset Management Holding SA History No change 161,816 2,433 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 30, 2026
NAVELLIER & ASSOCIATES INC History No change 161,618 2,430 0.19% 0.19% 171 0 0.0% Q2 2026 Aug 04, 2026
Crossmark Global Holdings, Inc. History No change 158,689 2,386 0.03% 0.03% 172 0 0.0% Q2 2026 Jul 16, 2026
Cetera Investment Advisers History No change 151,187 2,273 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 145,063 2,239 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 10, 2026
STIFEL FINANCIAL CORP History No change 148,250 2,229 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 12, 2026
Carrera Capital Advisors History No change 146,141 2,197 0.33% 0.33% 176 0 0.0% Q2 2026 Aug 03, 2026
Daiwa Securities Group Inc. History No change 140,194 2,108 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 31, 2026
Liontrust Investment Partners LLP History No change 140,000 2,105 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 18, 2026
LVW Advisors, LLC History No change 138,477 2,082 0.18% 0.18% 179 0 0.0% Q2 2026 Jul 15, 2026
Perigon Wealth Management, LLC History No change 136,333 2,050 0.03% 0.03% 180 0 0.0% Q2 2026 Aug 07, 2026
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC History No change 133,528 2,008 0.69% 0.69% 181 0 0.0% Q2 2026 Jul 30, 2026
RHUMBLINE ADVISERS History No change 133,196 2,003 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 11, 2026
Perpetual Ltd History No change 130,654 1,965 0.03% 0.03% 183 0 0.0% Q2 2026 Jul 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 130,589 1,964 0.06% 0.06% 184 0 0.0% Q2 2026 Aug 10, 2026
GUGGENHEIM CAPITAL LLC History No change 124,028 1,865 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 12, 2026
VPR Management LLC History No change 122,010 1,835 0.74% 0.74% 186 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 119,620 1,799 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 11, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 117,126 1,761 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 10, 2026
TUDOR INVESTMENT CORP ET AL History No change 116,773 1,756 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 115,656 1,739 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 114,755 1,725 0.04% 0.04% 191 0 0.0% Q2 2026 Aug 04, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 114,200 1,717 0.16% 0.16% 192 0 0.0% Q2 2026 Jul 31, 2026
Qtron Investments LLC History No change 109,280 1,643 0.22% 0.22% 193 0 0.0% Q2 2026 Aug 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 109,006 1,639 0.06% 0.06% 194 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 106,359 1,599 0.01% 0.01% 195 0 0.0% Q2 2026 Sep 23, 2026
SPROTT INC. History No change 104,519 1,571 0.05% 0.05% 196 0 0.0% Q2 2026 Jul 28, 2026
Moran Wealth Management, LLC History No change 103,842 1,561 0.04% 0.04% 197 0 0.0% Q2 2026 Aug 05, 2026
Banco BTG Pactual S.A. History No change 103,124 1,550 0.13% 0.13% 198 0 0.0% Q2 2026 Aug 07, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History No change 102,730 1,545 0.32% 0.32% 199 0 0.0% Q2 2026 Aug 06, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 102,000 1,534 0.19% 0.19% 200 0 0.0% Q2 2026 Aug 14, 2026
Massar Capital Management, LP History No change 99,734 1,499 0.15% 0.15% 201 0 0.0% Q2 2026 Aug 14, 2026
Capital CS Group, LLC History No change 96,900 1,457 1.15% 1.15% 202 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 94,834 1,426 0.02% 0.02% 203 0 0.0% Q2 2026 Aug 14, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 93,742 1,409 0.74% 0.74% 204 0 0.0% Q2 2026 Jul 29, 2026
Empowered Funds, LLC History No change 93,217 1,401 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 91,306 1,373 0.03% 0.03% 206 0 0.0% Q2 2026 Aug 11, 2026
Advisory Resource Group History No change 90,600 1,362 0.2% 0.2% 207 0 0.0% Q2 2026 Jul 14, 2026
Prospera Financial Services Inc History No change 89,613 1,347 0.02% 0.02% 208 0 0.0% Q2 2026 Jul 15, 2026
SIG BROKERAGE, LP History No change 85,032 1,278 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 84,550 1,271 0.16% 0.16% 210 0 0.0% Q2 2026 Aug 11, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 84,417 1,269 0.09% 0.09% 211 0 0.0% Q2 2026 Aug 12, 2026
Waterfront Wealth Inc. History No change 87,602 1,266 0.2% 0.2% 212 0 0.0% Q2 2026 Jul 30, 2026
MML INVESTORS SERVICES, LLC History No change 83,982 1,263 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 83,074 1,249 0.01% 0.01% 214 0 0.0% Q2 2026 Sep 08, 2026
Banco Santander, S.A. History No change 82,825 1,245 0.01% 0.01% 215 0 0.0% Q2 2026 Jul 29, 2026
Vontobel Holding Ltd. History No change 82,509 1,240 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 03, 2026
180 WEALTH ADVISORS, LLC History No change 81,282 1,222 0.12% 0.12% 217 0 0.0% Q2 2026 Jul 07, 2026
Redhawk Wealth Advisors, Inc. History No change 80,716 1,213 0.12% 0.12% 218 0 0.0% Q2 2026 Jul 09, 2026
COMMONS CAPITAL, LLC History No change 80,000 1,203 0.84% 0.84% 219 0 0.0% Q2 2026 Jul 30, 2026
Marex Group Ltd History No change 79,908 1,201 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 14, 2026
Pekin Hardy Strauss, Inc. History No change 78,540 1,181 0.1% 0.1% 221 0 0.0% Q2 2026 Jul 30, 2026
Blackstone Inc. History No change 78,298 1,177 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 14, 2026
J. Safra Sarasin Holding AG History No change 75,365 1,177 0.02% 0.02% 223 0 0.0% Q2 2026 Jul 31, 2026
Summit Financial, LLC History No change 78,102 1,174 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 77,888 1,171 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 10, 2026
SUMMIT SECURITIES GROUP LLC History No change 75,400 1,134 0.11% 0.11% 226 0 0.0% Q2 2026 Aug 03, 2026
Corient Private Wealth LP History No change 74,379 1,118 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 27, 2026
Sava Infond d.o.o. History No change 74,000 1,112 0.08% 0.08% 228 0 0.0% Q2 2026 Jul 16, 2026
Arkadios Wealth Advisors History No change 73,333 1,102 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 10, 2026
ClearAlpha Technologies LP History No change 72,300 1,087 1.86% 1.86% 230 0 0.0% Q2 2026 Aug 14, 2026
Clear Street Group Inc. History No change 71,267 1,071 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 12, 2026
Horizon Investments, LLC History No change 27,355 1,067 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 69,082 1,038 0.03% 0.03% 233 0 0.0% Q2 2026 Aug 14, 2026
TLS Advisors LLC History No change 67,528 1,015 2.98% 2.98% 234 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 69,934 1,011 0.0% 0.0% 235 0 0.0% Q2 2026 Jul 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 66,831 1,005 0.0% 0.0% 236 0 0.0% Q2 2026 Sep 09, 2026
ALLIANCEBERNSTEIN L.P. History No change 62,663 996 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 65,616 986 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 65,409 983 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 13, 2026
Naviter Wealth, LLC History No change 64,731 973 0.09% 0.09% 240 0 0.0% Q2 2026 Aug 07, 2026
D'Orazio & Associates, Inc. History No change 63,764 959 0.11% 0.11% 241 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 63,649 957 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 62,277 936 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 06, 2026
Laird Norton Wetherby Trust Company, LLC History No change 62,025 932 0.02% 0.02% 244 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 61,743 928 0.0% 0.0% 245 0 0.0% Q2 2026 Jul 30, 2026
CLOVERFIELDS CAPITAL GROUP, LP History No change 60,611 911 0.28% 0.28% 246 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 60,412 908 0.02% 0.02% 247 0 0.0% Q2 2026 Jul 17, 2026
IEQ CAPITAL, LLC History No change 60,363 907 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER & CO INC History No change 59,270 891 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 03, 2026
PZENA INVESTMENT MANAGEMENT LLC History No change 59,077 888 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 07, 2026
Verition Fund Management LLC History No change 59,000 887 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 14, 2026
Aprio Wealth Management, LLC History No change 58,835 884 0.04% 0.04% 252 0 0.0% Q2 2026 Jul 24, 2026
VERUS CAPITAL PARTNERS, LLC History No change 57,225 860 0.05% 0.05% 253 0 0.0% Q2 2026 Aug 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 56,370 847 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 55,995 842 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 28, 2026
Windmill Hill Asset Management Ltd History No change 55,905 840 0.19% 0.19% 256 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 55,417 833 0.02% 0.02% 257 0 0.0% Q2 2026 Aug 03, 2026
Equitable Holdings, Inc. History No change 53,116 798 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 17, 2026
CREDIT AGRICOLE S A History No change 52,335 787 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 14, 2026
Vinland Capital Management Gestora de Recursos LTDA. History No change 52,300 786 7.74% 7.74% 260 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 52,220 785 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History No change 51,842 779 0.01% 0.01% 262 0 0.0% Q2 2026 Jul 17, 2026
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. History No change 51,789 778 0.53% 0.53% 263 0 0.0% Q2 2026 Aug 13, 2026
DELTEC ASSET MANAGEMENT LLC History No change 50,500 759 0.11% 0.11% 264 0 0.0% Q2 2026 Jul 21, 2026
Limestone Investment Advisors LP History No change 50,087 753 0.06% 0.06% 265 0 0.0% Q2 2026 Aug 14, 2026
K2 PRINCIPAL FUND, L.P. History No change 50,000 752 0.06% 0.06% 266 0 0.0% Q2 2026 Aug 07, 2026
Knollwood Investment Advisory, LLC History No change 50,000 752 0.07% 0.07% 267 0 0.0% Q2 2026 Aug 13, 2026
Aaron Wealth Advisors LLC History No change 49,014 737 0.04% 0.04% 268 0 0.0% Q2 2026 Jul 16, 2026
Cadence Wealth Management LLC History No change 48,947 736 0.33% 0.33% 269 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 47,012 707 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 47,003 706 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 46,822 704 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 06, 2026
Bramshill Investments, LLC History No change 44,532 669 0.05% 0.05% 273 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 44,295 666 0.01% 0.01% 274 0 0.0% Q2 2026 Jul 14, 2026
one8zero8, LLC History No change 43,925 660 0.13% 0.13% 275 0 0.0% Q2 2026 Aug 10, 2026
Virtu Financial LLC History No change 42,636 641 0.02% 0.02% 276 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 42,650 641 0.01% 0.01% 277 0 0.0% Q2 2026 Jul 31, 2026
CAPTRUST FINANCIAL ADVISORS History No change 41,852 629 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 41,455 623 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 40,651 611 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 13, 2026
Checchi Capital Advisers, LLC History No change 39,488 593 0.03% 0.03% 281 0 0.0% Q2 2026 Aug 04, 2026
Vident Advisory, LLC History No change 39,484 593 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 12, 2026
Financial Perspectives, Inc History No change 39,456 593 0.14% 0.14% 283 0 0.0% Q2 2026 Jul 24, 2026
Diversified Trust Co History No change 39,115 588 0.01% 0.01% 284 0 0.0% Q2 2026 Jul 17, 2026
BEARING POINT CAPITAL, LLC History No change 39,000 586 0.08% 0.08% 285 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 38,950 585 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 05, 2026
PING CAPITAL MANAGEMENT, INC. History No change 38,800 583 0.15% 0.15% 287 0 0.0% Q2 2026 Jul 20, 2026
INTEGRITY ALLIANCE, LLC. History No change 38,510 579 0.02% 0.02% 288 0 0.0% Q2 2026 Jul 31, 2026
Federation des caisses Desjardins du Quebec History No change 38,221 574 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 36,091 539 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 35,258 530 0.01% 0.01% 291 0 0.0% Q2 2026 Jul 23, 2026
Sequoia Financial Advisors, LLC History No change 34,228 514 0.0% 0.0% 292 0 0.0% Q2 2026 Jul 17, 2026
Ballentine Partners, LLC History No change 34,083 512 0.01% 0.01% 293 0 0.0% Q2 2026 Jul 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 33,958 510 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 12, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 33,650 506 0.03% 0.03% 295 0 0.0% Q2 2026 Aug 07, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 33,650 506 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 33,112 498 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 32,789 493 0.02% 0.02% 298 0 0.0% Q2 2026 Aug 13, 2026
Collaborative Fund Advisors, LLC History No change 32,697 491 0.29% 0.29% 299 0 0.0% Q2 2026 Jul 30, 2026
Capital International Sarl History No change 32,228 484 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 12, 2026
CVFG LLC History No change 32,200 484 0.05% 0.05% 301 0 0.0% Q2 2026 Aug 11, 2026
Abel Hall, LLC History No change 32,000 481 0.08% 0.08% 302 0 0.0% Q2 2026 Jul 24, 2026
KEYNOTE FINANCIAL SERVICES LLC History No change 32,026 481 0.23% 0.23% 303 0 0.0% Q2 2026 Aug 03, 2026
West Family Investments, Inc. History No change 31,805 478 0.14% 0.14% 304 0 0.0% Q2 2026 Aug 10, 2026
Bluespring Wealth Management, LLC History No change 31,585 475 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 11, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 31,377 471 0.0% 0.0% 306 0 0.0% Q2 2026 Jul 23, 2026
Advocate Investing Services LLC History No change 31,020 466 0.36% 0.36% 307 0 0.0% Q2 2026 Jul 28, 2026
ALLIANZ SE History No change 30,604 460 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 30,345 456 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 07, 2026
Independent Solutions Wealth Management, LLC History No change 29,511 443 0.06% 0.06% 310 0 0.0% Q2 2026 Jul 29, 2026
Fulcrum Asset Management LLP History No change 28,982 435 0.04% 0.04% 311 0 0.0% Q2 2026 Aug 18, 2026
GREENLEAF TRUST History No change 28,397 427 0.0% 0.0% 312 0 0.0% Q2 2026 Jul 21, 2026
Comprehensive Money Management Services LLC History No change 28,282 425 0.27% 0.27% 313 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 28,075 422 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History No change 27,757 417 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History No change 27,684 416 0.06% 0.06% 316 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 27,343 411 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 27,355 411 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 27,226 409 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 10, 2026
Ridgewood Investments LLC History No change 26,587 399 0.15% 0.15% 320 0 0.0% Q2 2026 Aug 03, 2026
Veracity Capital LLC History No change 26,589 399 0.11% 0.11% 321 0 0.0% Q2 2026 Jul 10, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 26,099 392 0.16% 0.16% 322 0 0.0% Q2 2026 Jul 24, 2026
Merit Financial Group, LLC History No change 25,929 389 0.0% 0.0% 323 0 0.0% Q2 2026 Jul 20, 2026
NINE MASTS CAPITAL Ltd History No change 25,331 380 0.04% 0.04% 324 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 25,174 378 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 19, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 25,049 376 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 23, 2026
Wealth Quarterback LLC History No change 24,979 375 0.12% 0.12% 327 0 0.0% Q2 2026 Jul 27, 2026
FOCUSED ALPHA, LLC History No change 24,791 372 0.1% 0.1% 328 0 0.0% Q2 2026 Aug 07, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 24,600 369 0.02% 0.02% 329 0 0.0% Q2 2026 Jul 13, 2026
AssuredPartners Investment Advisors, LLC History No change 24,582 369 0.04% 0.04% 330 0 0.0% Q2 2026 Aug 10, 2026
MONECO ADVISORS, LLC History No change 24,507 368 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 11, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History No change 24,445 367 0.07% 0.07% 332 0 0.0% Q2 2026 Aug 06, 2026
Janney Montgomery Scott LLC History No change 23,957 360 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 05, 2026
Intesa Sanpaolo Wealth Management History No change 24,000 360 0.07% 0.07% 334 0 0.0% Q2 2026 Jul 23, 2026
VestGen Advisors, LLC History No change 23,867 358 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 23,739 356 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 14, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History No change 37,700 349 0.09% 0.09% 337 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History No change 24,204 349 0.01% 0.01% 338 0 0.0% Q2 2026 Jul 13, 2026
Arax Advisory Partners History No change 23,133 347 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 23,048 346 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 03, 2026
FIL Ltd History No change 22,667 340 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 13, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 22,500 338 0.05% 0.05% 342 0 0.0% Q2 2026 Aug 06, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 22,337 335 0.0% 0.0% 343 0 0.0% Q2 2026 Jul 20, 2026
REYL & Cie S.A. History No change 21,000 335 0.39% 0.39% 344 0 0.0% Q2 2026 Oct 02, 2026
MQS Management LLC History No change 22,067 331 0.4% 0.4% 345 0 0.0% Q2 2026 Aug 07, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 22,012 331 0.11% 0.11% 346 0 0.0% Q2 2026 Jul 09, 2026
State of Wyoming History No change 21,570 324 0.03% 0.03% 347 0 0.0% Q2 2026 Aug 06, 2026
Radnor Capital Management, LLC History No change 21,484 323 0.05% 0.05% 348 0 0.0% Q2 2026 Jul 16, 2026
Regatta Research & Money Management History No change 21,332 320 0.3% 0.3% 349 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 21,121 317 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 05, 2026
Parvin Asset Management, LLC History No change 20,875 313 0.25% 0.25% 351 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 20,669 310 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 15, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 20,675 310 0.05% 0.05% 353 0 0.0% Q2 2026 Aug 04, 2026
AdvisorNet Financial, Inc History No change 20,293 305 0.01% 0.01% 354 0 0.0% Q2 2026 Jul 23, 2026
PCM Encore, LLC History No change 20,167 303 0.05% 0.05% 355 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 18,877 300 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 13, 2026
Frec Markets, Inc. History No change 19,831 298 0.03% 0.03% 357 0 0.0% Q2 2026 Aug 13, 2026
FEDERATED HERMES, INC. History No change 19,728 296 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 12, 2026
Leonteq Securities AG History No change 19,561 294 0.01% 0.01% 359 0 0.0% Q2 2026 Jul 27, 2026
Cravens & Co Advisors, LLC History No change 19,323 290 0.19% 0.19% 360 0 0.0% Q2 2026 Aug 12, 2026
Monument Capital Management History No change 19,222 289 0.06% 0.06% 361 0 0.0% Q2 2026 Jul 22, 2026
May Hill Capital, LLC History No change 19,081 286 0.06% 0.06% 362 0 0.0% Q2 2026 Aug 07, 2026
Advyzon Investment Management, LLC History No change 18,832 283 0.02% 0.02% 363 0 0.0% Q2 2026 Aug 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 18,601 279 0.02% 0.02% 364 0 0.0% Q2 2026 Jul 07, 2026
Inspire Advisors, LLC History No change 18,311 275 0.02% 0.02% 365 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 18,173 273 0.0% 0.0% 366 0 0.0% Q2 2026 Jul 28, 2026
Rehmann Capital Advisory Group History No change 18,025 271 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 20, 2026
Larry Mathis Financial Planning, LLC History No change 17,933 269 0.2% 0.2% 368 0 0.0% Q2 2026 Jul 24, 2026
HighPoint Advisor Group LLC History No change 17,760 267 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 05, 2026
Octavia Wealth Advisors, LLC History No change 16,901 254 0.02% 0.02% 370 0 0.0% Q2 2026 Jul 14, 2026
Stirlingshire Investments, Inc. History No change 16,799 252 0.19% 0.19% 371 0 0.0% Q2 2026 Jul 31, 2026
Traveka Wealth, LLC History No change 16,793 252 0.08% 0.08% 372 0 0.0% Q2 2026 Jul 21, 2026
CHOREO, LLC History No change 16,104 242 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 04, 2026
PARK AVENUE SECURITIES LLC History No change 15,895 239 0.0% 0.0% 374 0 0.0% Q2 2026 Jul 20, 2026
SmartHarvest Portfolios, LLC History No change 15,829 238 0.08% 0.08% 375 0 0.0% Q2 2026 Aug 04, 2026
Samara Investment Management, LLC History No change 15,350 230 0.21% 0.21% 376 0 0.0% Q2 2026 Aug 13, 2026
SMITH, MOORE & CO. History No change 15,187 228 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 12, 2026
OLD NATIONAL BANCORP /IN/ History No change 15,201 228 0.0% 0.0% 378 0 0.0% Q2 2026 Jul 15, 2026
Intergy Private Wealth, LLC History No change 15,126 227 0.05% 0.05% 379 0 0.0% Q2 2026 Jul 17, 2026
Texas Yale Capital Corp. History No change 15,000 225 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History No change 14,927 224 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 14,940 224 0.0% 0.0% 382 0 0.0% Q2 2026 Jul 22, 2026
Freestone Capital Holdings, LLC History No change 14,864 223 0.01% 0.01% 383 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Wealth Management, LLC History No change 14,820 222 0.01% 0.01% 384 0 0.0% Q2 2026 Jul 22, 2026
Busey Bank History No change 14,657 220 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 13, 2026
BAMCO INC /NY/ History No change 14,474 217 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 14,255 214 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 14,174 213 0.01% 0.01% 388 0 0.0% Q2 2026 Jul 31, 2026
Blue Trust, Inc. History No change 14,157 212 0.0% 0.0% 389 0 0.0% Q2 2026 Jul 21, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 13,976 210 0.01% 0.01% 390 0 0.0% Q2 2026 Jul 23, 2026
Accel Wealth Management History No change 13,938 209 0.05% 0.05% 391 0 0.0% Q2 2026 Jul 10, 2026
CoreCommodity Management, LLC History No change 13,747 206 0.04% 0.04% 392 0 0.0% Q2 2026 Aug 14, 2026
Legacy Edge Advisors, LLC History No change 13,500 203 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 13,331 200 0.0% 0.0% 394 0 0.0% Q2 2026 Jul 28, 2026
VIRTUS ADVISERS, LLC History No change 13,289 199 0.08% 0.08% 395 0 0.0% Q2 2026 Aug 11, 2026
SLT Holdings LLC History No change 13,250 199 0.12% 0.12% 396 0 0.0% Q2 2026 Jul 17, 2026
Quartz Partners, LLC History No change 13,211 198 0.06% 0.06% 397 0 0.0% Q2 2026 Aug 10, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 13,092 196 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 05, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 14,448 193 0.0% 0.0% 399 +331 2.34% Q3 2026 Oct 01, 2026
RIVERSEDGE ADVISORS, LLC History No change 12,800 192 0.03% 0.03% 400 0 0.0% Q2 2026 Jul 16, 2026
BNB Wealth Management, LLC History No change 12,711 191 0.1% 0.1% 401 0 0.0% Q2 2026 Aug 12, 2026
NOVEM GROUP History No change 12,633 190 0.02% 0.02% 402 0 0.0% Q2 2026 Jul 21, 2026
REXFORD CAPITAL INC History No change 12,612 189 0.12% 0.12% 403 0 0.0% Q2 2026 Jul 29, 2026
Sowell Financial Services LLC History No change 12,386 186 0.01% 0.01% 404 0 0.0% Q2 2026 Jul 17, 2026
Aspen Grove Capital, LLC History No change 12,381 186 0.03% 0.03% 405 0 0.0% Q2 2026 Aug 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 12,256 184 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 17, 2026
Apollon Wealth Management, LLC History No change 12,255 184 0.0% 0.0% 407 0 0.0% Q2 2026 Jul 22, 2026
Genus Capital Management Inc. History No change 12,182 183 0.02% 0.02% 408 0 0.0% Q2 2026 Jul 29, 2026
Main Street Financial Solutions, LLC History No change 12,114 182 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 11,907 179 0.0% 0.0% 410 0 0.0% Q2 2026 Jul 29, 2026
Sivia Capital Partners, LLC History No change 11,952 179 0.02% 0.02% 411 0 0.0% Q2 2026 Jul 23, 2026
Private Advisor Group, LLC History No change 11,770 177 0.0% 0.0% 412 0 0.0% Q2 2026 Jul 27, 2026
RFG Advisory, LLC History No change 11,833 177 0.0% 0.0% 413 0 0.0% Q2 2026 Jul 15, 2026
IHT Wealth Management, LLC History No change 11,645 175 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 11,593 174 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 10,990 165 0.01% 0.01% 416 0 0.0% Q2 2026 Jul 21, 2026
Larson Financial Group LLC History No change 10,972 165 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 14, 2026
Heritage Wealth Management, Inc. History No change 11,000 165 0.04% 0.04% 418 0 0.0% Q2 2026 Jul 28, 2026
Foster Group, Inc. History No change 10,939 164 0.0% 0.0% 419 0 0.0% Q2 2026 Jul 07, 2026
RMR Wealth Builders History No change 10,803 162 0.01% 0.01% 420 0 0.0% Q2 2026 Jul 24, 2026
XPONANCE LLC History No change 10,511 158 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 10,239 153 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 18, 2026
GABELLI FUNDS LLC History No change 10,000 150 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF OKLAHOMA History No change 10,000 150 0.04% 0.04% 424 0 0.0% Q2 2026 Jul 14, 2026
Baader Bank Aktiengesellschaft History No change 10,000 150 0.01% 0.01% 425 0 0.0% Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 10,011 150 0.0% 0.0% 426 0 0.0% Q2 2026 Jul 16, 2026
Wealth Enhancement Trust Services, Inc. History No change 9,751 146 0.02% 0.02% 427 0 0.0% Q2 2026 Jul 22, 2026
Wilmington Savings Fund Society, FSB History No change 9,700 145 0.0% 0.0% 428 0 0.0% Q2 2026 Jul 28, 2026
Bank of New Hampshire History No change 9,643 145 0.03% 0.03% 429 0 0.0% Q2 2026 Jul 14, 2026
TD Waterhouse Canada Inc. History No change 9,680 144 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 9,261 139 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 13, 2026
Forum Finance Group S.A. History No change 11,000 134 0.05% 0.05% 432 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History No change 8,184 123 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 30, 2026
Capital Analysts, LLC History No change 8,087 122 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 05, 2026
ATLAS CAPITAL ADVISORS INC. History No change 7,762 116 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 6,131 92 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 5,996 90 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 12, 2026
Inspire Investing, LLC History No change 5,962 89 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History No change 5,784 86 0.0% 0.0% 439 0 0.0% Q2 2026 Jul 07, 2026
Investors Research Corp History No change 5,500 82 0.01% 0.01% 440 0 0.0% Q2 2026 Jul 10, 2026
Elequin Capital, LP History No change 5,072 76 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 5,081 76 0.01% 0.01% 442 0 0.0% Q2 2026 Jul 14, 2026
NewEdge Advisors, LLC History No change 5,006 75 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 4,897 73 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 4,616 69 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 24, 2026
HARBOUR INVESTMENTS, INC. History No change 4,584 68 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 4,008 60 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 06, 2026
Founders Capital Management History No change 3,800 57 0.02% 0.02% 448 0 0.0% Q2 2026 Jul 21, 2026
RAMSEY QUANTITATIVE SYSTEMS History No change 3,700 55 0.05% 0.05% 449 0 0.0% Q2 2026 Jul 10, 2026
Westend Capital Management, LLC History No change 3,363 50 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 3,327 50 0.01% 0.01% 451 0 0.0% Q2 2026 Jul 17, 2026
Triumph Capital Management History No change 3,269 49 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 20, 2026
Bayforest Capital Ltd History No change 3,168 47 0.04% 0.04% 453 0 0.0% Q2 2026 Aug 05, 2026
UMB Bank, n.a. History No change 3,000 45 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 2,980 44 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 28, 2026
Fairscale Capital, LLC History No change 2,900 43 0.03% 0.03% 456 0 0.0% Q2 2026 Aug 07, 2026
Rosenberg Matthew Hamilton History No change 2,483 37 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 17, 2026
Bruce G. Allen Investments, LLC History No change 2,423 36 0.02% 0.02% 458 0 0.0% Q2 2026 Jul 31, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 2,458 36 0.01% 0.01% 459 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 2,269 34 0.02% 0.02% 460 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 2,205 33 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 2,000 30 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 06, 2026
Pacifica Partners Inc. History No change 1,900 28 0.01% 0.01% 463 0 0.0% Q2 2026 Jul 13, 2026
JFS WEALTH ADVISORS, LLC History No change 1,836 27 0.0% 0.0% 464 0 0.0% Q2 2026 Jul 10, 2026
Legal & General Group Plc History No change 1,694 25 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,698 25 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,671 25 0.01% 0.01% 467 0 0.0% Q2 2026 Jul 15, 2026
Caitlin John, LLC History No change 1,625 24 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 17, 2026
Birchwood Financial Partners, Inc. History No change 1,620 24 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 06, 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna History No change 1,463 22 0.01% 0.01% 470 0 0.0% Q2 2026 Jul 21, 2026
KERR FINANCIAL PLANNING Corp History No change 1,500 22 0.02% 0.02% 471 0 0.0% Q2 2026 Jul 02, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,442 21 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 12, 2026
CENTRAL TRUST Co History No change 1,228 18 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 31, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,225 18 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 28, 2026
Intesa Sanpaolo S.p.A. History No change 1,195 17 0.0% 0.0% 475 0 0.0% Q2 2026 Jul 31, 2026
IFP Advisors, Inc History No change 1,180 17 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 20, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 1,000 15 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 1,031 15 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 13, 2026
Continuum Advisory, LLC History No change 1,000 15 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 06, 2026
Rakuten Securities, Inc. History No change 882 13 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 11, 2026
Markowski Investments History No change 916 13 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 753 11 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 14, 2026
Citizens National Bank Trust Department History No change 727 10 0.0% 0.0% 483 0 0.0% Q2 2026 Jul 22, 2026
Community Bank, N.A. History No change 600 9 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 600 9 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 543 8 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 23, 2026
Osbon Capital Management LLC History No change 587 8 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 572 8 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Planning Group LLC History No change 563 8 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 29, 2026
True Wealth Design, LLC History No change 541 8 0.0% 0.0% 490 0 0.0% Q2 2026 Jul 16, 2026
Bullock Wealth Management Group History No change 583 8 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 19, 2026
Boreal Capital Management LLC History No change 560 8 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 490 7 0.0% 0.0% 493 0 0.0% Q2 2026 Jul 27, 2026
Stone House Investment Management, LLC History No change 526 7 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 05, 2026
Murphy & Mullick Capital Management Corp History No change 500 7 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Trust, LLC History No change 415 6 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 06, 2026
Bell Investment Advisors, Inc History No change 422 6 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 06, 2026
Acumen Wealth Advisors, LLC History No change 449 6 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 03, 2026
Rossby Financial, LCC History No change 430 6 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 04, 2026
Dogwood Wealth Management LLC History No change 438 6 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 06, 2026
Essential Investment Partners LLC History No change 400 6 0.0% 0.0% 501 0 0.0% Q2 2026 Jul 15, 2026
ROTHSCHILD INVESTMENT LLC History No change 335 5 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 06, 2026
Hurley Capital, LLC History No change 358 5 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 10, 2026
WealthCollab, LLC History No change 364 5 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 10, 2026
Hilltop National Bank History No change 370 5 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 01, 2026
BOK Financial Private Wealth, Inc. History No change 323 4 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 07, 2026
Ancora Advisors LLC History No change 300 4 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 291 4 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Partners, Ltd. History No change 314 4 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 12, 2026
LifeSteps Financial, Inc. History No change 297 4 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 17, 2026
Cassaday & Co Wealth Management LLC History No change 297 4 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 10, 2026
Vision Retirement, LLC History No change 300 4 0.0% 0.0% 512 0 0.0% Q2 2026 Jul 21, 2026
MCDONALD PARTNERS LLC History No change 200 3 0.0% 0.0% 513 0 0.0% Q2 2026 Jul 28, 2026
Anchor Investment Management, LLC History No change 250 3 0.0% 0.0% 514 0 0.0% Q2 2026 Sep 15, 2026
Grove Bank & Trust History No change 250 3 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 07, 2026
FNY Investment Advisers, LLC History No change 200 3 0.0% 0.0% 516 0 0.0% Q2 2026 Jul 08, 2026
SHP Wealth Management History No change 200 3 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 11, 2026
Gleason Group, Inc. History No change 217 3 0.0% 0.0% 518 0 0.0% Q2 2026 Jul 13, 2026
SITTNER & NELSON, LLC History No change 237 3 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 07, 2026
Arlington Trust Co LLC History No change 200 3 0.0% 0.0% 520 0 0.0% Q2 2026 Jul 07, 2026
Bank & Trust Co History No change 200 3 0.0% 0.0% 521 0 0.0% Q2 2026 Jul 10, 2026
Polaris Financial Partners History New 121 2 0.0% — 527 +121 New Q3 2026 Oct 02, 2026
Parkside Financial Bank & Trust History No change 188 2 0.0% 0.0% 522 0 0.0% Q2 2026 Sep 04, 2026
SOA Wealth Advisors, LLC. History No change 170 2 0.0% 0.0% 523 0 0.0% Q2 2026 Jul 21, 2026
New England Capital Financial Advisors LLC History No change 175 2 0.0% 0.0% 524 0 0.0% Q2 2026 Jul 27, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 173 2 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 13, 2026
NBH Bank History No change 178 2 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 14, 2026
TOTH FINANCIAL ADVISORY CORP History No change 100 1 0.0% 0.0% 528 0 0.0% Q2 2026 Jul 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 69 1 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 80 1 0.0% 0.0% 530 0 0.0% Q2 2026 Jul 28, 2026
Tower Research Capital LLC (TRC) History No change 98 1 0.0% 0.0% 531 0 0.0% Q2 2026 Aug 11, 2026
Steigerwald, Gordon & Koch Inc. History No change 130 1 0.0% 0.0% 532 0 0.0% Q2 2026 Jul 22, 2026
Creative Capital Management Investments LLC History No change 125 1 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Management Group, LLC History No change 100 1 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 27, 2026
Asset Planning,Inc History No change 98 1 0.0% 0.0% 535 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Financial Management LLC History No change 84 1 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 28, 2026
Versant Capital Management, Inc History Closed out 0 0 — — — -58 -100.0% Q3 2026 Oct 01, 2026
NBT BANK, N.A. History No change 50 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
TRUST CO OF VERMONT History No change 64 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History No change 40 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 66 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Silicon Valley Capital Partners History No change 13 0 — — — 0 0.0% Q2 2026 Sep 21, 2026
Bogart Wealth, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Vermillion Wealth Management, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
MTM Investment Management, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Abound Wealth Management History No change 30 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Accordant Advisory Group Inc History No change 36 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Ankerstar Wealth, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Align Financial, LLC History No change 32 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Nvest Wealth Strategies, Inc. History No change 59 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 50 0 — — — 0 0.0% Q2 2026 Aug 13, 2026