Virtu Financial, Inc. - VIRT

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 11,725,337 698,478 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 5,982,692 356,388 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 4,724,931 281,464 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,709,026 220,946 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 3,068,091 182,766 0.01% 0.01% 5 0 0.0% Q2 2026 Sep 22, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 2,868,268 170,862 0.24% 0.24% 6 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,847,444 169,622 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History Added to 2,556,727 142,205 0.22% 0.23% 8 +170,518 7.15% Q3 2026 Nov 04, 2026
Portolan Capital Management, LLC History No change 2,142,215 127,611 4.78% 4.78% 9 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,749,887 104,240 0.01% 0.01% 10 0 0.0% Q2 2026 Sep 02, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,841,878 101,583 0.02% 0.02% 11 +16,153 0.88% Q3 2026 Nov 04, 2026
MORGAN STANLEY History No change 1,683,610 100,292 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,656,126 98,679 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 1,380,230 82,220 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,204,789 66,456 0.03% 0.02% 15 +361,827 42.92% Q3 2026 Nov 02, 2026
Focus Partners Wealth History No change 1,051,137 62,616 0.06% 0.06% 16 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,044,470 62,219 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 972,695 57,944 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
Stephens Investment Management Group LLC History No change 970,734 57,826 0.62% 0.62% 19 0 0.0% Q2 2026 Jul 29, 2026
BANK OF AMERICA CORP /DE/ History No change 889,211 52,970 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
Artisan Partners Limited Partnership History No change 877,357 52,264 0.08% 0.08% 21 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 782,114 46,590 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 740,965 44,139 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 737,906 43,957 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 713,559 42,506 0.22% 0.22% 25 0 0.0% Q2 2026 Aug 14, 2026
Capital Impact Advisors, LLC History No change 678,658 40,427 2.27% 2.27% 26 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 624,953 37,228 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 660,320 36,423 0.01% 0.01% 28 -7,627 -1.14% Q3 2026 Nov 05, 2026
DEUTSCHE BANK AG\ History No change 610,408 36,362 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 07, 2026
Amundi History No change 608,291 36,235 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 580,088 34,555 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 556,923 33,175 0.03% 0.03% 32 0 0.0% Q2 2026 Sep 02, 2026
NORTHERN TRUST CORP History No change 528,863 31,504 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 517,846 30,848 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 479,458 28,561 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 467,103 27,825 0.46% 0.46% 36 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 452,943 26,981 0.01% 0.01% 37 0 0.0% Q2 2026 Sep 23, 2026
MACKENZIE FINANCIAL CORP History Added to 488,451 26,942 0.03% 0.03% 38 +19,440 4.14% Q3 2026 Nov 02, 2026
AMERICAN CENTURY COMPANIES INC History No change 408,256 24,319 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 12, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 433,662 23,920 0.16% 0.16% 40 -8,133 -1.84% Q3 2026 Oct 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 371,942 22,156 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 352,027 20,970 0.05% 0.05% 42 0 0.0% Q2 2026 Aug 13, 2026
Holocene Advisors, LP History No change 351,937 20,964 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 337,953 20,131 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 330,808 19,706 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 327,797 19,526 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 323,479 19,269 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 323,447 19,267 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 314,428 18,730 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 314,132 18,712 0.02% 0.02% 50 0 0.0% Q2 2026 Jul 29, 2026
BARCLAYS PLC History No change 302,335 18,010 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 267,558 15,938 0.09% 0.09% 52 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS History No change 248,537 14,805 0.06% 0.06% 53 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 241,247 14,371 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 239,082 14,124 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 234,101 13,945 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 11, 2026
Interval Partners, LP History No change 233,954 13,936 0.36% 0.36% 57 0 0.0% Q2 2026 Aug 14, 2026
Fulcrum Asset Management LLP History Added to 245,420 13,191 0.62% 0.17% 58 +215,850 729.96% Q3 2026 Nov 04, 2026
ROYAL BANK OF CANADA History No change 213,386 12,710 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 206,763 12,316 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 205,350 12,232 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 203,215 12,090 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 200,947 11,970 0.04% 0.04% 63 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 200,481 11,942 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 199,110 11,861 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 194,613 11,593 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 189,361 11,280 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 185,344 11,040 0.12% 0.12% 68 0 0.0% Q2 2026 Aug 11, 2026
ALGERT GLOBAL LLC History No change 173,316 10,324 0.12% 0.12% 69 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 165,100 9,835 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 11, 2026
PDT Partners, LLC History No change 163,189 9,721 0.51% 0.51% 71 0 0.0% Q2 2026 Aug 14, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 160,968 9,588 0.31% 0.31% 72 0 0.0% Q2 2026 Jul 17, 2026
Bridgewater Associates, LP History No change 160,819 9,579 0.04% 0.04% 73 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 155,488 9,262 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 152,652 9,093 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 13, 2026
MACQUARIE GROUP LTD History No change 152,500 9,084 0.04% 0.04% 76 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 148,058 8,820 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 12, 2026
Greenwich Wealth Management LLC History No change 146,960 8,754 0.32% 0.32% 78 0 0.0% Q2 2026 Aug 12, 2026
HAHN CAPITAL MANAGEMENT LLC History Reduced 157,419 8,683 5.09% 7.91% 79 -61,665 -28.15% Q3 2026 Oct 30, 2026
GABELLI FUNDS LLC History No change 145,514 8,668 0.06% 0.06% 80 0 0.0% Q2 2026 Aug 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 156,138 8,612 0.03% 0.01% 81 +133,702 595.93% Q3 2026 Oct 28, 2026
PRUDENTIAL FINANCIAL INC History No change 139,760 8,325 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 12, 2026
Callodine Capital Management, LP History No change 136,000 8,101 0.53% 0.53% 83 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 124,690 7,427 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 124,439 7,412 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History Added to 134,326 7,409 0.08% 0.06% 86 +46,434 52.83% Q3 2026 Nov 05, 2026
BNP Paribas Asset Management Holding S.A. History No change 124,214 7,399 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 12, 2026
Convergence Investment Partners, LLC History Added to 127,144 7,013 0.52% 0.54% 88 +32,125 33.81% Q3 2026 Oct 28, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 117,765 7,008 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 13, 2026
GLOBALT Investments LLC / GA History Reduced 124,377 6,860 0.24% 0.26% 90 -4,422 -3.43% Q3 2026 Oct 27, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 113,600 6,767 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 113,311 6,749 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 106,086 6,319 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 19, 2026
ALLIANCEBERNSTEIN L.P. History No change 143,057 6,291 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 103,800 6,183 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 96,135 5,726 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 95,968 5,716 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 95,297 5,676 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 24, 2026
LPL Financial LLC History No change 94,960 5,656 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 92,361 5,501 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 89,734 5,345 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 12, 2026
Informed Momentum Co LLC History No change 89,100 5,307 0.47% 0.47% 102 0 0.0% Q2 2026 Aug 13, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 85,582 5,098 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 12, 2026
ROYCE & ASSOCIATES LP History No change 85,000 5,063 0.04% 0.04% 104 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 84,478 5,032 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 81,333 5,018 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
EPACRIA CAPITAL PARTNERS, LLC History No change 82,582 4,919 3.8% 3.8% 107 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 81,489 4,854 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 82,069 4,526 0.09% 0.1% 109 -6,063 -6.88% Q3 2026 Oct 20, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 75,368 4,489 0.08% 0.08% 110 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 73,848 4,399 0.11% 0.11% 111 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 78,739 4,343 0.01% 0.01% 112 -9,649 -10.92% Q3 2026 Nov 05, 2026
Horizon Investments, LLC History No change 71,343 4,249 0.05% 0.05% 113 0 0.0% Q2 2026 Aug 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 76,422 4,215 0.1% 0.11% 114 -1,576 -2.02% Q3 2026 Oct 16, 2026
IMC-Chicago, LLC History Added to 76,200 4,203 0.0% 0.0% 115 +35,100 85.4% Q3 2026 Nov 05, 2026
Aquatic Capital Management LLC History No change 69,861 4,161 0.14% 0.14% 116 0 0.0% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History Reduced 73,753 4,068 0.03% 0.05% 117 -3,754 -4.84% Q3 2026 Nov 05, 2026
CANADA LIFE ASSURANCE Co History No change 68,295 4,066 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 67,625 4,028 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History Added to 70,259 3,875 0.0% 0.0% 120 +2,976 4.42% Q3 2026 Nov 02, 2026
Parallax Volatility Advisers, L.P. History No change 65,000 3,872 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 14, 2026
Galaxy Digital Capital Management GP LLC History No change 64,300 3,830 1.86% 1.86% 122 0 0.0% Q2 2026 Aug 14, 2026
Karl Kapital LLC History No change 63,941 3,808 2.27% 2.27% 123 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 63,338 3,773 0.11% 0.11% 124 0 0.0% Q2 2026 Aug 11, 2026
Sterling Capital Management LLC History Added to 68,360 3,770 0.08% 0.06% 125 +6,630 10.74% Q3 2026 Oct 22, 2026
Orion Porfolio Solutions, LLC History No change 61,185 3,644 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 60,341 3,594 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 59,857 3,565 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 55,803 3,324 0.04% 0.04% 129 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 55,311 3,294 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
1834 INVESTMENT ADVISORS CO History Reduced 59,160 3,263 0.37% 0.45% 131 -6,870 -10.4% Q3 2026 Oct 16, 2026
CREDIT AGRICOLE S A History No change 53,000 3,157 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 14, 2026
Artemis Investment Management LLP History No change 54,623 3,013 0.03% 0.03% 133 0 0.0% Q3 2026 Oct 08, 2026
Elo Mutual Pension Insurance Co History No change 50,566 3,012 0.04% 0.04% 134 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 49,553 2,952 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 49,132 2,926 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History Reduced 52,990 2,922 0.0% 0.0% 137 -456 -0.85% Q3 2026 Oct 30, 2026
Y-Intercept (Hong Kong) Ltd History New 52,834 2,914 0.06% — 138 +52,834 New Q3 2026 Oct 16, 2026
Collar Capital Management, LLC History Added to 52,817 2,913 1.74% 1.85% 139 +130 0.25% Q3 2026 Oct 28, 2026
SG Americas Securities, LLC History No change 91,782 2,869 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 07, 2026
BURNEY CO/ History Added to 51,184 2,823 0.08% 0.05% 141 +18,780 57.96% Q3 2026 Oct 15, 2026
CITIGROUP INC History Reduced 50,823 2,803 0.0% 0.0% 142 -98,230 -65.9% Q3 2026 Nov 04, 2026
Militia Capital Management LLC History No change 45,100 2,686 0.08% 0.08% 143 0 0.0% Q2 2026 Aug 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 43,994 2,620 0.17% 0.17% 144 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 49,295 2,617 0.0% 0.01% 145 -1,445 -2.85% Q3 2026 Oct 13, 2026
Crossmark Global Holdings, Inc. History Added to 46,821 2,582 0.03% 0.03% 146 +1,849 4.11% Q3 2026 Oct 21, 2026
Brevan Howard Capital Management LP History No change 43,158 2,570 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 42,838 2,551 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 42,795 2,549 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 42,636 2,539 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History Reduced 43,785 2,513 0.04% 0.04% 151 -340 -0.77% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 43,785 2,513 0.04% 0.04% 152 -340 -0.77% Q3 2026 Oct 20, 2026
Summit Trail Advisors, LLC History No change 41,073 2,446 0.03% 0.03% 153 0 0.0% Q2 2026 Aug 11, 2026
NAVELLIER & ASSOCIATES INC History No change 40,989 2,441 0.19% 0.19% 154 0 0.0% Q2 2026 Aug 04, 2026
44 WEALTH MANAGEMENT LLC History No change 38,797 2,311 0.76% 0.76% 155 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 38,608 2,299 0.04% 0.04% 156 0 0.0% Q2 2026 Aug 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 37,837 2,253 0.02% 0.02% 157 0 0.0% Q2 2026 Jul 23, 2026
Jupiter Topco LLC History No change 37,748 2,248 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 35,209 2,097 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
Jackson Creek Investment Advisors LLC History Reduced 37,727 2,081 0.71% 0.74% 160 -77 -0.2% Q3 2026 Nov 04, 2026
GAMCO INVESTORS, INC. ET AL History No change 34,170 2,035 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 33,614 2,002 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 05, 2026
Boston Partners History No change 33,369 1,987 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 04, 2026
State of Tennessee, Department of Treasury History No change 33,362 1,987 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Reduced 35,700 1,969 0.03% 0.03% 165 -200 -0.56% Q3 2026 Oct 20, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 35,373 1,951 0.03% 0.03% 166 +6,893 24.2% Q3 2026 Oct 13, 2026
Hillsdale Investment Management Inc. History No change 32,700 1,947 0.04% 0.04% 167 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 32,586 1,941 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 32,451 1,933 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 13, 2026
Peregrine Asset Advisers, Inc. History No change 32,250 1,921 0.42% 0.42% 170 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 31,566 1,916 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 31,961 1,903 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 31,937 1,902 0.03% 0.03% 173 0 0.0% Q2 2026 Aug 14, 2026
OSSIAM History No change 31,152 1,855 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 30,409 1,812 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 05, 2026
Tidal Investments LLC History No change 30,083 1,792 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 29,567 1,758 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 31,660 1,746 0.0% 0.0% 178 -2,336 -6.87% Q3 2026 Oct 22, 2026
Quadrature Capital Ltd History No change 29,013 1,728 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 31,200 1,720 0.01% 0.01% 180 +14,400 85.71% Q3 2026 Oct 28, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 28,856 1,718 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 28,815 1,716 0.07% 0.07% 182 0 0.0% Q2 2026 Aug 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 30,895 1,704 0.33% 0.37% 183 +95 0.31% Q3 2026 Oct 16, 2026
NATIONAL BANK OF CANADA /FI/ History No change 28,250 1,681 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 28,085 1,673 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 06, 2026
State of Alaska, Department of Revenue History Reduced 29,926 1,650 0.02% 0.03% 186 -21,952 -42.31% Q3 2026 Oct 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 28,854 1,592 0.11% 0.09% 187 +5,690 24.56% Q3 2026 Oct 22, 2026
Odyssean, LLC History No change 25,954 1,546 0.25% 0.25% 188 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 25,461 1,516 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History Added to 27,441 1,513 0.0% 0.0% 190 +343 1.27% Q3 2026 Nov 04, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 25,377 1,511 0.01% 0.01% 191 0 0.0% Q2 2026 Sep 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 24,496 1,459 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 24,451 1,456 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 24,213 1,442 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History Added to 25,798 1,423 0.0% 0.0% 195 +3,622 16.33% Q3 2026 Nov 05, 2026
Virtu Financial LLC History No change 23,838 1,420 0.04% 0.04% 196 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 23,815 1,419 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 23,585 1,404 0.15% 0.15% 198 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 23,562 1,403 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 17, 2026
Bangor Savings Bank History Reduced 25,111 1,385 0.11% 0.12% 200 -1,317 -4.98% Q3 2026 Oct 06, 2026
AXQ CAPITAL, LP History No change 22,694 1,351 0.15% 0.15% 201 0 0.0% Q2 2026 Aug 06, 2026
Precision Wealth Strategies, LLC History No change 22,674 1,350 0.41% 0.41% 202 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 22,607 1,346 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 10, 2026
Summit Global Investments History Reduced 23,988 1,323 0.07% 0.08% 204 -1,912 -7.38% Q3 2026 Oct 28, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 21,739 1,294 0.0% 0.0% 205 0 0.0% Q2 2026 Sep 09, 2026
Arizona State Retirement System History Added to 23,288 1,284 0.01% 0.01% 206 +587 2.59% Q3 2026 Nov 03, 2026
AMALGAMATED BANK History Reduced 23,184 1,279 0.01% 0.01% 207 -305 -1.3% Q3 2026 Oct 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 22,277 1,228 0.01% 0.01% 208 +362 1.65% Q3 2026 Oct 22, 2026
Vanguard Investments Australia, Ltd. History No change 20,431 1,217 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
Vinva Investment Management Ltd History No change 14,330 1,211 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 20,052 1,194 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 19,733 1,176 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 19,536 1,163 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 19,323 1,151 0.07% 0.07% 214 0 0.0% Q2 2026 Aug 06, 2026
Crestwood Advisors Group, LLC History Reduced 20,440 1,127 0.02% 0.02% 215 -3,106 -13.19% Q3 2026 Oct 27, 2026
Friedenthal Financial History New 20,259 1,117 0.48% — 216 +20,259 New Q3 2026 Oct 27, 2026
KLP KAPITALFORVALTNING AS History No change 18,600 1,108 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 12, 2026
O'Brien Greene & Co. Inc History No change 20,000 1,103 0.31% 0.33% 218 0 0.0% Q3 2026 Nov 05, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 19,765 1,090 0.0% — 219 +19,765 New Q3 2026 Nov 03, 2026
Independent Solutions Wealth Management, LLC History Reduced 19,580 1,080 0.14% 0.15% 220 -300 -1.51% Q3 2026 Oct 28, 2026
Forza Wealth Management, LLC History No change 19,279 1,063 0.31% 0.35% 221 0 0.0% Q3 2026 Oct 20, 2026
Gen-Wealth Partners Inc History Reduced 19,072 1,051 0.3% 0.33% 222 -1,106 -5.48% Q3 2026 Nov 04, 2026
Walleye Trading LLC History No change 17,500 1,042 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 03, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 18,781 1,035 0.01% 0.01% 224 +200 1.08% Q3 2026 Oct 29, 2026
Graham Capital Management, L.P. History No change 17,116 1,019 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 16,605 989 0.02% 0.02% 226 0 0.0% Q2 2026 Jul 30, 2026
Wellington Grp LLC History No change 16,466 980 0.26% 0.26% 227 0 0.0% Q2 2026 Aug 26, 2026
IKE Capital, LLC History No change 16,180 963 0.51% 0.51% 228 0 0.0% Q2 2026 Sep 16, 2026
EP Wealth Advisors, LLC History No change 16,153 962 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 11, 2026
CSM Advisors, LLC History No change 16,006 953 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 15,791 940 0.16% 0.16% 231 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History Reduced 16,610 916 0.01% 0.01% 232 -512 -2.99% Q3 2026 Oct 16, 2026
Quantbot Technologies LP History No change 15,366 915 0.04% 0.04% 233 0 0.0% Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 16,556 913 0.02% 0.01% 234 +9,015 119.55% Q3 2026 Nov 02, 2026
CAXTON ASSOCIATES LLP History No change 14,891 887 0.02% 0.02% 235 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 14,785 880 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 14,653 872 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 05, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 14,637 871 0.08% 0.08% 238 0 0.0% Q2 2026 Jul 31, 2026
HighTower Advisors, LLC History No change 14,536 865 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 05, 2026
Prana Capital Management, LP History No change 14,479 862 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 14,379 856 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 12, 2026
Penserra Capital Management LLC History No change 14,332 853 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 14,222 847 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 14, 2026
First Bank & Trust History Added to 15,214 839 0.12% 0.13% 244 +758 5.24% Q3 2026 Oct 16, 2026
Walleye Capital LLC History No change 13,854 825 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 03, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 13,618 811 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 13,437 800 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 04, 2026
Neo Ivy Capital Management History No change 13,324 793 0.18% 0.18% 248 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 13,209 786 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 13,076 778 0.0% 0.0% 250 0 0.0% Q2 2026 Jul 20, 2026
Pallas Capital Advisors LLC History No change 12,632 752 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 12,308 733 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 27, 2026
Caption Management, LLC History No change 11,500 685 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 12,433 685 0.0% 0.0% 254 0 0.0% Q3 2026 Nov 03, 2026
Sanctuary Advisors, LLC History No change 11,429 680 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 11,350 676 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History Added to 11,973 660 0.0% 0.0% 257 +4,115 52.37% Q3 2026 Nov 02, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 11,000 655 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 11,663 643 0.0% 0.0% 259 +1,708 17.16% Q3 2026 Nov 02, 2026
OSAIC HOLDINGS, INC. History No change 10,468 623 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 14, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History Added to 11,128 613 0.3% 0.31% 261 +207 1.9% Q3 2026 Nov 02, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 9,977 594 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 10, 2026
Neuberger Berman Group LLC History No change 9,890 589 0.0% 0.0% 263 0 0.0% Q2 2026 Oct 27, 2026
LANARK FINANCIAL, INC. History Added to 10,671 588 0.04% 0.04% 264 +127 1.2% Q3 2026 Oct 26, 2026
Advisory Services Network, LLC History No change 9,694 577 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 10,396 573 0.01% 0.01% 266 +214 2.1% Q3 2026 Oct 23, 2026
MAI Capital Management History No change 9,291 553 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 9,218 549 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 06, 2026
Savant Capital, LLC History No change 10,511 546 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 10, 2026
O'Neil Global Advisors, Inc. History No change 9,082 541 0.12% 0.12% 270 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Advisor Solutions, LLC History No change 9,004 536 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors Wealth Management, LLC History Added to 9,505 524 0.06% 0.07% 274 +5 0.05% Q3 2026 Oct 09, 2026
SIG BROKERAGE, LP History No change 8,800 524 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 8,799 524 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 12, 2026
ALLSTATE CORP History No change 8,711 518 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 13, 2026
INTRUST BANK NA History No change 8,664 516 0.04% 0.04% 276 0 0.0% Q2 2026 Aug 05, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 8,668 516 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 17, 2026
PARK AVENUE SECURITIES LLC History Added to 9,222 509 0.0% 0.0% 278 +1,173 14.57% Q3 2026 Oct 26, 2026
Inspire Investing, LLC History New 9,121 503 0.02% — 279 +9,121 New Q3 2026 Oct 22, 2026
BRIGHTON JONES LLC History Reduced 9,022 497 0.01% 0.01% 280 -871 -8.8% Q3 2026 Nov 03, 2026
HANSEATIC MANAGEMENT SERVICES INC History New 8,878 489 0.4% — 282 +8,878 New Q3 2026 Oct 27, 2026
Harvest Fund Management Co., Ltd History No change 8,220 489 0.02% 0.02% 281 0 0.0% Q2 2026 Aug 19, 2026
Wedmont Private Capital History Reduced 8,383 484 0.01% 0.02% 283 -6 -0.07% Q3 2026 Oct 09, 2026
OAK ASSOCIATES LTD /OH/ History No change 8,100 482 0.03% 0.03% 284 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History Reduced 8,620 475 0.0% 0.0% 285 -22 -0.25% Q3 2026 Nov 03, 2026
Cornerstone Wealth Management, LLC History Added to 8,442 465 0.02% 0.02% 287 +252 3.08% Q3 2026 Nov 04, 2026
MANGROVE PARTNERS IM, LLC History No change 7,822 465 0.03% 0.03% 286 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 7,521 448 0.24% 0.24% 288 0 0.0% Q2 2026 Aug 17, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 8,047 443 0.0% 0.0% 289 +1,188 17.32% Q3 2026 Oct 20, 2026
Ethic Inc. History Reduced 7,804 430 0.0% 0.01% 290 -227 -2.83% Q3 2026 Nov 03, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 7,118 424 0.03% 0.03% 291 0 0.0% Q2 2026 Aug 12, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 7,048 419 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History Reduced 7,217 403 0.01% 0.01% 293 -817 -10.17% Q3 2026 Oct 26, 2026
Krilogy Financial LLC History Reduced 6,960 395 0.01% 0.01% 295 -409 -5.55% Q3 2026 Oct 13, 2026
TWO SIGMA SECURITIES, LLC History No change 6,641 395 0.03% 0.03% 294 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 6,542 389 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History Added to 6,998 386 0.01% 0.01% 297 +444 6.77% Q3 2026 Oct 20, 2026
Vise Technologies, Inc. History Added to 6,987 385 0.0% 0.0% 298 +66 0.95% Q3 2026 Oct 28, 2026
Allworth Financial LP History No change 6,427 382 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 11, 2026
Machina Capital S.A.S. History No change 6,388 380 0.06% 0.06% 300 0 0.0% Q2 2026 Aug 10, 2026
Significant Wealth Partners LLC History No change 6,313 376 0.41% 0.41% 301 0 0.0% Q2 2026 Jul 14, 2026
Bull Harbor Capital LLC History No change 6,297 375 0.07% 0.07% 302 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Added to 6,621 365 0.01% 0.01% 303 +311 4.93% Q3 2026 Oct 08, 2026
DV Trading LLC History No change 6,000 357 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 5,898 351 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 5,810 346 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History Added to 7,132 339 0.0% 0.0% 307 +768 12.07% Q3 2026 Oct 23, 2026
Atria Investments, Inc History New 5,903 325 0.0% — 308 +5,903 New Q3 2026 Oct 15, 2026
EntryPoint Capital, LLC History No change 5,424 323 0.08% 0.08% 309 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Reduced 5,818 320 0.0% 0.0% 310 -642 -9.94% Q3 2026 Nov 03, 2026
BAILARD, INC. History Reduced 5,800 319 0.01% 0.01% 311 -700 -10.77% Q3 2026 Oct 13, 2026
NewEdge Advisors, LLC History No change 5,257 313 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 5,054 301 0.02% 0.02% 313 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 5,417 298 0.0% 0.0% 314 +168 3.2% Q3 2026 Oct 23, 2026
RBF Capital, LLC History No change 5,000 297 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 14, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 4,959 295 0.07% 0.07% 316 0 0.0% Q2 2026 Nov 03, 2026
Bridgefront Capital, LLC History No change 4,902 292 0.08% 0.08% 317 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 9,793 286 0.02% 0.02% 318 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History Added to 5,182 285 0.0% 0.0% 319 +938 22.1% Q3 2026 Oct 21, 2026
Integrated Wealth Concepts LLC History No change 4,788 285 0.0% 0.0% 320 0 0.0% Q2 2026 Sep 08, 2026
Waverly Advisors, LLC History No change 4,679 278 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 4,991 275 0.0% 0.0% 322 +840 20.24% Q3 2026 Nov 02, 2026
INCEPTIONR LLC History No change 4,598 273 0.07% 0.07% 323 0 0.0% Q2 2026 Aug 10, 2026
Park Capital Management, LLC / WI History No change 4,701 259 0.13% 0.16% 324 0 0.0% Q3 2026 Oct 13, 2026
Utah Retirement Systems History No change 4,300 256 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 4,291 255 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
West Family Investments, Inc. History No change 4,295 255 0.07% 0.07% 327 0 0.0% Q2 2026 Aug 10, 2026
Advisory Advocates, LLC History No change 4,267 254 0.22% 0.22% 328 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History Reduced 4,552 251 0.0% 0.0% 329 -19 -0.42% Q3 2026 Nov 03, 2026
DnB Asset Management AS History No change 4,208 250 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 11, 2026
GERMAN AMERICAN BANCORP, INC. History No change 4,162 247 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 06, 2026
Integrated Investment Consultants, LLC History No change 4,157 247 0.05% 0.05% 332 0 0.0% Q2 2026 Aug 17, 2026
US BANCORP \DE\ History No change 4,135 246 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 12, 2026
Ponta Wealth Partners, LLC History No change 4,119 245 0.13% 0.13% 334 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,067 242 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 07, 2026
Sivia Capital Partners, LLC History No change 4,072 242 0.03% 0.03% 336 0 0.0% Q2 2026 Jul 23, 2026
M&T BANK CORP History No change 4,059 241 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 04, 2026
Operose Advisors LLC History No change 4,030 240 0.05% 0.05% 338 0 0.0% Q2 2026 Aug 13, 2026
Yorktown Management & Research Co Inc History New 4,350 239 0.16% — 339 +4,350 New Q3 2026 Oct 28, 2026
Ensign Peak Advisors, Inc History No change 3,936 234 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 14, 2026
Successful Portfolios LLC History Reduced 3,711 232 0.11% 0.11% 341 -9 -0.24% Q3 2026 Oct 09, 2026
NorthCrest Asset Manangement, LLC History Reduced 4,011 231 0.01% 0.01% 344 -970 -19.47% Q3 2026 Oct 09, 2026
GLOBEFLEX CAPITAL L P History No change 3,890 231 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,882 231 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 13, 2026
Virtue Capital Management, LLC History New 4,165 229 0.03% — 345 +4,165 New Q3 2026 Oct 29, 2026
New Age Alpha Advisors, LLC History No change 3,778 225 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 13, 2026
Old West Investment Management, LLC History No change 3,737 222 0.02% 0.02% 347 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Personalized Indexing Management, LLC History No change 3,730 222 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 11, 2026
AE Wealth Management LLC History No change 3,719 221 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 03, 2026
Brand Asset Management Group, Inc. History No change 3,666 218 0.05% 0.05% 350 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 3,651 217 0.0% 0.0% 351 0 0.0% Q2 2026 Jul 17, 2026
BLAIR WILLIAM & CO/IL History No change 3,596 214 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 11, 2026
SANDERS MORRIS HARRIS LLC History New 4,000 213 0.03% — 353 +4,000 New Q3 2026 Oct 14, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 3,784 208 0.0% 0.01% 354 +11 0.29% Q3 2026 Nov 04, 2026
FIRST NATIONAL TRUST CO History Added to 3,700 204 0.01% 0.01% 355 +35 0.95% Q3 2026 Oct 28, 2026
AlphaCore Capital LLC History New 3,680 202 0.0% — 356 +3,680 New Q3 2026 Nov 04, 2026
STRS OHIO History Added to 3,488 192 0.0% 0.0% 357 +656 23.16% Q3 2026 Oct 30, 2026
Nykredit A/S History No change 3,227 192 0.0% 0.0% 358 0 0.0% Q2 2026 Sep 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,208 191 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 06, 2026
V-Square Quantitative Management LLC History New 3,289 181 0.02% — 360 +3,289 New Q3 2026 Oct 15, 2026
USA FINANCIAL FORMULAS History New 3,219 177 0.03% — 361 +3,219 New Q3 2026 Oct 16, 2026
HARBOUR INVESTMENTS, INC. History No change 2,911 173 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 2,878 171 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Reduced 3,072 169 0.0% 0.0% 364 -2,569 -45.54% Q3 2026 Oct 08, 2026
SIMPLEX TRADING, LLC History Reduced 2,800 154 0.0% 0.0% 365 -30,838 -91.68% Q3 2026 Nov 04, 2026
Global Retirement Partners, LLC History No change 2,597 154 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2,756 152 0.01% 0.01% 367 0 0.0% Q3 2026 Nov 04, 2026
EverSource Wealth Advisors, LLC History Reduced 2,714 149 0.0% 0.01% 368 -27 -0.99% Q3 2026 Nov 04, 2026
KBC Group NV History No change 2,377 131 0.0% 0.0% 369 0 0.0% Q3 2026 Oct 22, 2026
FIRST HORIZON CORP History Reduced 2,369 130 0.0% 0.01% 370 -69 -2.83% Q3 2026 Oct 26, 2026
GROUP ONE TRADING LLC History No change 2,122 126 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History Reduced 2,266 124 0.06% 0.06% 372 -52 -2.24% Q3 2026 Oct 14, 2026
DekaBank Deutsche Girozentrale History New 2,082 113 0.0% — 373 +2,082 New Q3 2026 Oct 27, 2026
Steward Partners Investment Advisory, LLC History No change 1,841 109 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,829 100 0.01% 0.01% 375 +7 0.38% Q3 2026 Oct 27, 2026
BFC Planning, Inc. History No change 1,656 98 0.0% 0.0% 376 0 0.0% Q2 2026 Oct 29, 2026
CoreCap Advisors, LLC History Added to 1,679 92 0.0% 0.0% 377 +235 16.27% Q3 2026 Oct 08, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,628 90 0.0% 0.0% 378 +1,378 551.2% Q3 2026 Nov 04, 2026
Heritage Family Offices, LLP History New 1,614 89 0.03% — 379 +1,614 New Q3 2026 Nov 02, 2026
C M BIDWELL & ASSOCIATES LTD History No change 1,470 87 0.04% 0.04% 380 0 0.0% Q2 2026 Aug 11, 2026
MetLife Investment Management, LLC History No change 1,348 80 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History Added to 1,396 77 0.0% 0.0% 382 +4 0.29% Q3 2026 Oct 21, 2026
Larson Financial Group LLC History Added to 1,259 69 0.0% 0.0% 383 +73 6.16% Q3 2026 Nov 05, 2026
Root Financial Partners, LLC History New 1,245 68 0.0% — 385 +1,245 New Q3 2026 Oct 21, 2026
ALBION FINANCIAL GROUP /UT History No change 1,250 68 0.0% 0.0% 384 0 0.0% Q3 2026 Oct 21, 2026
State of Wyoming History New 1,204 66 0.01% — 386 +1,204 New Q3 2026 Oct 28, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,062 63 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 995 59 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 13, 2026
Signature Equity Partners, LLC History Reduced 1,059 58 0.02% 0.03% 389 -35 -3.2% Q3 2026 Oct 29, 2026
Uniplan Investment Counsel, Inc. History No change 874 52 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 14, 2026
Quarry LP History No change 868 51 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 859 47 0.0% 0.0% 392 0 0.0% Q3 2026 Oct 29, 2026
Quent Capital, LLC History No change 804 47 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History Added to 783 43 0.0% 0.0% 394 +56 7.7% Q3 2026 Oct 23, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 765 42 0.01% — 395 +765 New Q3 2026 Oct 16, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 726 40 0.02% 0.02% 397 +78 12.04% Q3 2026 Oct 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 672 40 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History Added to 688 37 0.0% 0.0% 398 +102 17.41% Q3 2026 Oct 16, 2026
TD Waterhouse Canada Inc. History No change 618 34 0.0% 0.0% 399 0 0.0% Q3 2026 Oct 16, 2026
TEMA ETFS LLC History New 611 33 0.0% — 401 +611 New Q3 2026 Oct 16, 2026
Smartleaf Asset Management LLC History No change 581 33 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 504 30 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History Added to 496 27 0.01% 0.01% 403 +30 6.44% Q3 2026 Nov 04, 2026
Provenance Wealth Advisors, LLC History New 472 26 0.0% — 407 +472 New Q3 2026 Oct 30, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 481 26 0.0% 0.0% 405 -125 -20.63% Q3 2026 Oct 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 440 26 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 443 26 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 405 24 0.0% 0.0% 408 0 0.0% Q2 2026 Jul 31, 2026
Versant Capital Management, Inc History No change 439 24 0.0% 0.0% 409 0 0.0% Q3 2026 Oct 01, 2026
Rossby Financial, LCC History Reduced 386 21 0.0% 0.0% 410 -43 -10.02% Q3 2026 Nov 05, 2026
True Wealth Design, LLC History Reduced 349 19 0.0% 0.01% 414 -119 -25.43% Q3 2026 Oct 13, 2026
HUNTINGTON NATIONAL BANK History No change 328 19 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 322 19 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 320 19 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 11, 2026
1015 Capital Partners, LLC History No change 322 19 0.02% 0.02% 415 0 0.0% Q2 2026 Jul 21, 2026
Smithfield Trust Co History No change 289 17 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 05, 2026
SJS Investment Consulting Inc. History Added to 305 16 0.0% 0.0% 417 +10 3.39% Q3 2026 Oct 26, 2026
Strive Financial Group ,LLC History No change 275 16 0.01% 0.01% 418 0 0.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History New 263 14 0.0% — 420 +263 New Q3 2026 Oct 29, 2026
Nemes Rush Group LLC History Added to 261 14 0.0% 0.0% 419 +1 0.38% Q3 2026 Nov 04, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 243 13 0.0% 0.0% 421 +10 4.29% Q3 2026 Oct 07, 2026
MATHER GROUP, LLC. History New 230 12 0.0% — 422 +230 New Q3 2026 Oct 14, 2026
Ascentis Wealth Management, LLC History New 207 11 0.0% — 424 +207 New Q3 2026 Nov 03, 2026
Parkside Financial Bank & Trust History No change 214 11 0.0% 0.0% 423 0 0.0% Q3 2026 Oct 27, 2026
Gleason Group, Inc. History No change 186 10 0.0% 0.0% 425 0 0.0% Q3 2026 Oct 15, 2026
TFC Financial Management, Inc. History No change 194 10 0.0% 0.0% 426 0 0.0% Q3 2026 Oct 26, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 172 10 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 13, 2026
GK Wealth Management LLC History New 172 9 0.01% — 430 +172 New Q3 2026 Oct 09, 2026
CVA Family Office, LLC History No change 163 9 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 156 9 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 06, 2026
JFS WEALTH ADVISORS, LLC History Added to 140 7 0.0% 0.0% 431 +7 5.26% Q3 2026 Nov 03, 2026
Silver Grove Financial Group, Inc. History Added to 142 7 0.0% 0.0% 434 +2 1.43% Q3 2026 Nov 05, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 137 7 0.0% 0.0% 432 0 0.0% Q3 2026 Oct 19, 2026
Keating Financial Advisory Services, Inc. History No change 125 7 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 11, 2026
Institute for Wealth Management, LLC. History No change 112 6 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 28, 2026
Morse Asset Management, Inc History No change 108 6 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 13, 2026
UMB Private Wealth Management, LLC History New 99 5 0.0% — 441 +99 New Q3 2026 Oct 19, 2026
Hurley Capital, LLC History New 91 5 0.0% — 440 +91 New Q3 2026 Nov 04, 2026
Creative Capital Management Investments LLC History Added to 99 5 0.0% 0.0% 437 +74 296.0% Q3 2026 Oct 27, 2026
Persistent Asset Partners Ltd History No change 89 5 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 06, 2026
Basepoint Wealth LLC History No change 89 5 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 10, 2026
Elyxium Wealth, LLC History New 73 4 0.0% — 446 +73 New Q3 2026 Oct 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 75 4 0.0% 0.0% 442 +45 150.0% Q3 2026 Oct 22, 2026
Fortitude Family Office, LLC History Added to 89 4 0.0% 0.0% 444 +15 20.27% Q3 2026 Oct 14, 2026
Retirement Wealth Solutions LLC History Reduced 73 4 0.0% 0.0% 445 -3 -3.95% Q3 2026 Oct 07, 2026
IMA Advisory Services, Inc. History No change 82 4 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 10, 2026
CULLEN/FROST BANKERS, INC. History Added to 68 3 0.0% 0.0% 448 +31 83.78% Q3 2026 Oct 28, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 67 3 0.0% 0.0% 447 0 0.0% Q3 2026 Oct 16, 2026
SHP Wealth Management History No change 54 3 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 11, 2026
Optiver Holding B.V. History No change 67 3 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 12, 2026
Colonial Trust Co / SC History No change 65 3 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 11, 2026
Sachetta, LLC History No change 57 3 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 15, 2026
Kilter Group LLC History No change 51 3 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 11, 2026
Moisand Fitzgerald Tamayo, LLC History New 43 2 0.0% — 459 +43 New Q3 2026 Oct 15, 2026
Mowery & Schoenfeld Wealth Management, LLC History New 39 2 0.0% — 460 +39 New Q3 2026 Oct 27, 2026
MANNING & NAPIER ADVISORS LLC History No change 51 2 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 51 2 0.0% 0.0% 455 0 0.0% Q3 2026 Oct 23, 2026
Rialto Wealth Management, LLC History No change 37 2 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 11, 2026
WPG Advisers, LLC History No change 41 2 0.0% 0.0% 457 0 0.0% Q3 2026 Oct 27, 2026
Torren Management, LLC History No change 36 2 0.0% 0.0% 458 0 0.0% Q3 2026 Oct 29, 2026
PRIVATE TRUST CO NA History New 31 1 0.0% — 469 +31 New Q3 2026 Oct 20, 2026
Bay Harbor Wealth Management, LLC History Added to 33 1 0.0% — 462 +17 106.25% Q3 2026 Nov 03, 2026
Capital Advisors, Ltd. LLC History New 14 1 0.0% — 470 +14 New Q3 2026 Oct 27, 2026
Quest 10 Wealth Builders, Inc. History Reduced 26 1 0.0% 0.0% 466 -2 -7.14% Q3 2026 Nov 02, 2026
Measured Wealth Private Client Group, LLC History No change 17 1 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 10, 2026
DiNuzzo Private Wealth, Inc. History No change 23 1 0.0% 0.0% 463 0 0.0% Q3 2026 Oct 15, 2026
Bruce G. Allen Investments, LLC History No change 24 1 0.0% 0.0% 464 0 0.0% Q2 2026 Jul 31, 2026
JPL Wealth Management, LLC History No change 25 1 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 13, 2026
Godfrey Financial Associates, Inc. History No change 19 1 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 11, 2026
Ares Financial Consulting, LLC History No change 28 1 0.0% 0.0% 468 0 0.0% Q3 2026 Oct 19, 2026
Oak Thistle LLC History Closed out 0 0 — 0.13% — -23,413 -100.0% Q3 2026 Oct 21, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Closed out 0 0 — 0.01% — -13,369 -100.0% Q3 2026 Oct 13, 2026
Cynosure Group, LLC History Closed out 0 0 — 0.12% — -12,990 -100.0% Q3 2026 Nov 03, 2026
ALPS ADVISORS INC History Closed out 0 0 — 0.0% — -12,838 -100.0% Q3 2026 Nov 02, 2026
Optimist Retirement Group LLC History Closed out 0 0 — 0.19% — -8,223 -100.0% Q3 2026 Oct 30, 2026
Robeco Institutional Asset Management B.V. History Closed out 0 0 — 0.0% — -4,257 -100.0% Q3 2026 Oct 20, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Closed out 0 0 — 0.02% — -4,165 -100.0% Q3 2026 Nov 02, 2026
Vontobel Holding Ltd. History Closed out 0 0 — 0.0% — -4,017 -100.0% Q3 2026 Oct 16, 2026
Aviance Capital Partners, LLC History Closed out 0 0 — 0.02% — -3,929 -100.0% Q3 2026 Oct 28, 2026
Commonwealth Financial Services, LLC History Closed out 0 0 — 0.03% — -3,761 -100.0% Q3 2026 Oct 20, 2026
Portside Wealth Group, LLC History Closed out 0 0 — 0.02% — -3,521 -100.0% Q3 2026 Oct 20, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.13% — -2,296 -100.0% Q3 2026 Nov 03, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.01% — -1,862 -100.0% Q3 2026 Oct 15, 2026
Blue Trust, Inc. History Closed out 0 0 — 0.0% — -1,198 -100.0% Q3 2026 Oct 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -1,091 -100.0% Q3 2026 Nov 02, 2026
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 — 0.0% — -226 -100.0% Q3 2026 Oct 28, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -182 -100.0% Q3 2026 Oct 07, 2026
KELLEHER FINANCIAL ADVISORS History Closed out 0 0 — 0.0% — -74 -100.0% Q3 2026 Oct 30, 2026
Activest Wealth Management History Reduced 1 0 — 0.0% — -42 -97.67% Q3 2026 Oct 15, 2026
Decker Retirement Planning Inc. History Closed out 0 0 — 0.0% — -39 -100.0% Q3 2026 Oct 19, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.0% — -33 -100.0% Q3 2026 Oct 23, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -13 -100.0% Q3 2026 Nov 04, 2026
VALLEY NATIONAL ADVISERS INC History New 12 0 — — — +12 New Q3 2026 Oct 23, 2026
Hughes Financial Services, LLC History Added to 13 0 — — — +10 333.33% Q3 2026 Oct 30, 2026
Physician Wealth Advisors, Inc. History Added to 18 0 — — — +8 80.0% Q3 2026 Oct 20, 2026
Navigoe, LLC History Closed out 0 0 — — — -6 -100.0% Q3 2026 Nov 03, 2026
FINANCIAL CONSULATE, INC History New 5 0 — — — +5 New Q3 2026 Oct 23, 2026
GoalVest Advisory LLC History New 5 0 — — — +5 New Q3 2026 Oct 02, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 4 0 — — — +4 New Q3 2026 Oct 15, 2026
Davis Capital Management History Reduced 2 0 — — — -2 -50.0% Q3 2026 Oct 08, 2026
Signature Resources Capital Management, LLC History New 2 0 — — — +2 New Q3 2026 Oct 16, 2026
DecisionPoint Financial, LLC History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 27, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Bogart Wealth, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Cromwell Holdings LLC History No change 12 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Evolution Advisers, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 4 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Arlington Trust Co LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
LRI Investments, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Ankerstar Wealth, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 14 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
HFM Investment Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Investors Portfolio Services LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026