WESTAMERICA BANCORPORATION - WABC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 3,335,703 195,705 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,958,072 114,880 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,720,645 100,950 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,394,074 81,790 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,034,531 60,695 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,035,674 60,400 0.01% 0.01% 6 +52,035 5.29% Q3 2026 Nov 04, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 627,073 36,797 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 495,223 29,054 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 382,288 22,428 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 11, 2026
Rhino Investment Partners, Inc History No change 324,824 19,057 5.77% 5.77% 10 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 324,191 19,020 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History Added to 311,796 18,183 0.02% 0.01% 12 +68,935 28.38% Q3 2026 Nov 02, 2026
TWO SIGMA INVESTMENTS, LP History No change 303,836 17,826 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 303,422 17,801 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 294,930 17,303 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
RBO & CO LLC History No change 275,551 16,166 2.57% 2.57% 16 0 0.0% Q2 2026 Aug 13, 2026
DEPRINCE RACE & ZOLLO INC History New 248,318 14,481 0.26% — 17 +248,318 New Q3 2026 Oct 13, 2026
MORGAN STANLEY History No change 229,998 13,494 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 228,465 13,404 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 211,466 12,406 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 06, 2026
T. Rowe Price Investment Management, Inc. History No change 193,995 11,382 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 169,451 9,882 0.01% 0.0% 22 +21,704 14.69% Q3 2026 Nov 02, 2026
ProShare Advisors LLC History New 166,557 9,713 0.01% — 23 +166,557 New Q3 2026 Oct 28, 2026
VANGUARD FIDUCIARY TRUST CO History No change 154,702 9,076 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 132,554 7,776 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
Leeward Investments, LLC - MA History Reduced 127,896 7,458 0.38% 0.36% 26 -7,388 -5.46% Q3 2026 Oct 23, 2026
Invesco Ltd. History No change 122,748 7,201 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 115,550 6,779 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 112,989 6,629 0.01% 0.01% 29 0 0.0% Q2 2026 Jul 29, 2026
CITADEL ADVISORS LLC History No change 112,509 6,600 0.0% 0.0% 30 0 0.0% Q2 2026 Sep 02, 2026
Qube Research & Technologies Ltd History No change 109,298 6,412 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 88,909 5,216 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 87,692 5,144 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 81,407 4,776 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 80,744 4,737 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 74,309 4,359 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 72,499 4,253 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History No change 69,033 4,050 0.13% 0.13% 38 0 0.0% Q2 2026 Aug 07, 2026
RHUMBLINE ADVISERS History No change 63,479 3,724 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 60,977 3,577 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 53,910 3,162 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
MALTESE CAPITAL MANAGEMENT LLC History No change 47,500 2,786 0.51% 0.51% 42 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 46,787 2,744 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 45,303 2,654 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 45,000 2,640 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 43,446 2,549 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 43,130 2,530 0.16% 0.16% 47 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 39,726 2,330 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History No change 39,411 2,312 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 37,972 2,227 0.08% 0.08% 50 0 0.0% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 36,941 2,167 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 36,292 2,129 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 12, 2026
Destination Wealth Management History No change 36,168 2,121 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 36,238 2,113 0.0% 0.0% 54 -179 -0.49% Q3 2026 Nov 02, 2026
XTX Topco Ltd History No change 34,433 2,020 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 31,576 1,903 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 31,917 1,872 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 27,399 1,607 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 27,060 1,587 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 26,863 1,576 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 26,760 1,569 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 26,738 1,568 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 29,581 1,542 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 26,070 1,529 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 24, 2026
DEUTSCHE BANK AG\ History No change 25,225 1,479 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History Added to 25,332 1,477 0.0% 0.0% 66 +977 4.01% Q3 2026 Nov 02, 2026
PRUDENTIAL FINANCIAL INC History No change 24,512 1,438 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 22,000 1,283 0.01% 0.0% 68 +17,800 423.81% Q3 2026 Oct 28, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 21,059 1,235 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 19,612 1,150 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 19,546 1,146 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 19,431 1,140 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 18,723 1,115 0.0% 0.0% 73 +592 3.27% Q3 2026 Oct 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 18,466 1,083 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 19, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 17,923 1,051 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 17,861 1,048 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
State of Tennessee, Department of Treasury History No change 17,602 1,032 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 17,035 998 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 06, 2026
Cypress Wealth Services, LLC History No change 16,613 975 0.12% 0.12% 79 0 0.0% Q3 2026 Oct 21, 2026
Rafferty Asset Management, LLC History No change 16,100 944 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 16,083 937 0.0% 0.0% 81 -10,711 -39.98% Q3 2026 Nov 04, 2026
Quantinno Capital Management LP History No change 15,527 910 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 15,424 905 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 15,031 881 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 14,431 839 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 13,962 819 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 13,700 803 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 13,657 801 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 13,234 776 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 12, 2026
Illinois Municipal Retirement Fund History No change 12,832 752 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 12, 2026
Polymer Capital Management (US) LLC History No change 12,698 744 0.1% 0.1% 91 0 0.0% Q2 2026 Aug 14, 2026
Odyssean, LLC History No change 12,167 713 0.12% 0.12% 92 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 11,748 689 0.04% 0.04% 93 0 0.0% Q2 2026 Aug 03, 2026
Jupiter Topco LLC History No change 11,748 689 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 11,607 676 0.02% 0.02% 95 -86 -0.74% Q3 2026 Oct 13, 2026
Atom Investors LP History No change 11,147 653 0.06% 0.06% 96 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 10,980 644 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 10,420 611 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 10,091 592 0.0% 0.0% 99 0 0.0% Q2 2026 Oct 27, 2026
ABN AMRO INVESTMENT SOLUTIONS History New 9,815 572 0.0% — 100 +9,815 New Q3 2026 Oct 21, 2026
D. E. Shaw & Co., Inc. History No change 9,693 568 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Reduced 9,400 548 0.01% 0.01% 102 -900 -8.74% Q3 2026 Oct 20, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 9,285 544 0.0% 0.0% 103 0 0.0% Q2 2026 Sep 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 8,774 514 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 8,341 489 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
LSV ASSET MANAGEMENT History No change 7,995 469 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 06, 2026
PANAGORA ASSET MANAGEMENT INC History No change 7,926 465 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 06, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 7,834 459 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 7,314 429 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,072 414 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Investments Australia, Ltd. History No change 7,056 413 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 6,810 399 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
SAM Advisors, LLC History No change 6,794 398 0.11% 0.11% 113 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 6,600 387 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 6,442 378 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
Centiva Capital, LP History No change 6,371 373 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 6,284 366 0.0% 0.0% 117 +90 1.45% Q3 2026 Nov 03, 2026
iSAM Funds (UK) Ltd History No change 6,100 357 0.25% 0.25% 118 0 0.0% Q2 2026 Aug 12, 2026
Curi Capital, LLC History No change 6,053 355 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 5,964 349 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 27, 2026
AMALGAMATED BANK History Reduced 5,745 335 0.0% 0.0% 121 -576 -9.11% Q3 2026 Oct 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 5,659 330 0.0% 0.0% 123 -640 -10.16% Q3 2026 Oct 22, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 5,633 330 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 10, 2026
Handelsbanken Fonder AB History No change 5,530 324 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 10, 2026
Vise Technologies, Inc. History New 5,399 314 0.0% — 125 +5,399 New Q3 2026 Oct 28, 2026
MEEDER ASSET MANAGEMENT INC History No change 5,218 306 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 07, 2026
West Wealth Group, LLC History No change 5,184 302 0.05% 0.05% 127 0 0.0% Q3 2026 Oct 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 5,173 301 0.0% — 128 +5,173 New Q3 2026 Nov 03, 2026
FIFTH THIRD BANCORP History No change 5,118 300 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 5,088 298 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
Allianz Asset Management GmbH History No change 5,080 298 0.0% 0.0% 131 0 0.0% Q2 2026 Sep 02, 2026
WHITTIER TRUST CO History No change 4,979 295 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 4,923 288 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 4,924 287 0.0% 0.0% 134 -400 -7.51% Q3 2026 Oct 29, 2026
Quadrature Capital Ltd History No change 4,706 276 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 06, 2026
Swiss Life Asset Management Ltd History Added to 4,668 272 0.0% 0.0% 136 +53 1.15% Q3 2026 Nov 03, 2026
Merit Financial Group, LLC History No change 4,595 269 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 20, 2026
State of Alaska, Department of Revenue History Reduced 4,586 267 0.0% 0.01% 138 -4,197 -47.79% Q3 2026 Oct 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 4,145 241 0.0% 0.0% 139 +1,253 43.33% Q3 2026 Oct 28, 2026
BRIGHTON JONES LLC History Added to 4,127 240 0.0% 0.0% 140 +83 2.05% Q3 2026 Nov 03, 2026
US BANCORP \DE\ History No change 4,000 234 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 3,951 231 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 10, 2026
Schonfeld Strategic Advisors LLC History No change 3,910 229 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 3,893 228 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,784 222 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Added to 3,741 218 0.01% 0.01% 146 +414 12.44% Q3 2026 Oct 08, 2026
HB Wealth Management, LLC History New 3,724 217 0.0% — 147 +3,724 New Q3 2026 Oct 23, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 3,616 212 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
One Capital Management, LLC History No change 4,000 208 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 3,509 205 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 3,055 178 0.0% 0.0% 151 +1,194 64.16% Q3 2026 Oct 20, 2026
FMR LLC History No change 2,762 162 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 2,169 127 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 17, 2026
Ameritas Investment Partners, Inc. History No change 2,062 120 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 1,668 97 0.0% 0.0% 155 +178 11.95% Q3 2026 Oct 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,252 73 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 1,245 72 0.01% 0.01% 157 0 0.0% Q3 2026 Nov 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,000 58 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 982 57 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History Added to 880 51 0.0% 0.0% 160 +3 0.34% Q3 2026 Nov 04, 2026
Fortitude Family Office, LLC History Added to 832 48 0.01% 0.0% 161 +733 740.4% Q3 2026 Oct 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 774 45 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 757 44 0.0% 0.0% 163 -682 -47.39% Q3 2026 Oct 22, 2026
Global Retirement Partners, LLC History No change 745 43 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 723 42 0.0% 0.0% 166 +10 1.4% Q3 2026 Oct 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 724 42 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 698 40 0.0% 0.0% 167 +63 9.92% Q3 2026 Nov 03, 2026
BESSEMER GROUP INC History No change 636 38 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 482 28 0.0% 0.0% 169 0 0.0% Q3 2026 Oct 16, 2026
Sterling Capital Management LLC History Reduced 443 25 0.0% 0.0% 170 -40 -8.28% Q3 2026 Oct 22, 2026
Nykredit A/S History No change 389 22 0.0% 0.0% 171 0 0.0% Q2 2026 Sep 08, 2026
Essential Partners LLC History No change 390 22 0.01% 0.01% 172 0 0.0% Q3 2026 Oct 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 359 21 0.0% 0.0% 173 +1 0.28% Q3 2026 Oct 22, 2026
ROTHSCHILD INVESTMENT LLC History No change 350 20 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 06, 2026
Salomon & Ludwin, LLC History No change 317 18 0.0% 0.0% 175 0 0.0% Q3 2026 Oct 29, 2026
DekaBank Deutsche Girozentrale History New 255 15 0.0% — 177 +255 New Q3 2026 Oct 27, 2026
SJS Investment Consulting Inc. History Added to 273 15 0.0% 0.0% 176 +179 190.43% Q3 2026 Oct 26, 2026
Pacific Center for Financial Services History No change 190 11 0.0% 0.0% 178 0 0.0% Q3 2026 Oct 15, 2026
Versant Capital Management, Inc History No change 196 11 0.0% 0.0% 179 0 0.0% Q3 2026 Oct 01, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 180 10 0.0% — 181 +180 New Q3 2026 Oct 16, 2026
Optiver Holding B.V. History No change 180 10 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 155 9 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
Quarry LP History No change 154 9 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
True Wealth Design, LLC History No change 157 9 0.0% 0.0% 184 0 0.0% Q3 2026 Oct 13, 2026
Boreal Capital Management LLC History No change 142 8 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History New 134 7 0.0% — 187 +134 New Q3 2026 Oct 21, 2026
Cedar Mountain Advisors, LLC History No change 134 7 0.0% 0.0% 186 0 0.0% Q3 2026 Oct 15, 2026
Smartleaf Asset Management LLC History No change 106 6 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
Kimelman & Baird, LLC History Reduced 100 5 0.0% 0.0% 189 -75 -42.86% Q3 2026 Nov 03, 2026
NewEdge Advisors, LLC History No change 100 5 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 12, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 99 5 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 73 4 0.0% 0.0% 192 0 0.0% Q3 2026 Nov 04, 2026
FIRST HORIZON CORP History No change 55 3 0.0% 0.0% 193 0 0.0% Q3 2026 Oct 26, 2026
Larson Financial Group LLC History No change 57 3 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 14, 2026
Valued Wealth Advisors LLC History No change 65 3 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 20, 2026
Kilter Group LLC History No change 58 3 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 58 3 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 28, 2026
Provenance Wealth Advisors, LLC History New 49 2 0.0% — 203 +49 New Q3 2026 Oct 30, 2026
Parkside Financial Bank & Trust History No change 40 2 0.0% 0.0% 198 0 0.0% Q3 2026 Oct 27, 2026
Osbon Capital Management LLC History No change 45 2 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History No change 38 2 0.0% 0.0% 200 0 0.0% Q3 2026 Nov 04, 2026
Aster Capital Management (DIFC) Ltd History No change 46 2 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 42 2 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 20 1 0.0% 0.0% 205 -61 -75.31% Q3 2026 Oct 05, 2026
Clark Wealth Partners History New 34 1 0.0% — 211 +34 New Q3 2026 Oct 16, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 22 1 0.0% — 206 +7 46.67% Q3 2026 Oct 22, 2026
Covestor Ltd History Reduced 10 1 0.0% 0.0% 209 -7 -41.18% Q3 2026 Oct 30, 2026
Clearstead Advisors, LLC History No change 20 1 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 06, 2026
Institute for Wealth Management, LLC. History No change 21 1 0.0% 0.0% 207 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 26 1 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 20 1 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 11, 2026
SummerHaven Investment Management, LLC History Closed out 0 0 — 0.45% — -14,368 -100.0% Q3 2026 Oct 19, 2026
Inspire Investing, LLC History Closed out 0 0 — 0.03% — -11,576 -100.0% Q3 2026 Oct 22, 2026
Perigon Wealth Management, LLC History Closed out 0 0 — 0.01% — -10,324 -100.0% Q3 2026 Oct 22, 2026
Assenagon Asset Management S.A. History Closed out 0 0 — 0.0% — -8,136 -100.0% Q3 2026 Oct 15, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -6,603 -100.0% Q3 2026 Oct 16, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -13 -100.0% Q3 2026 Oct 07, 2026
ASSETMARK, INC History New 9 0 — — — +9 New Q3 2026 Oct 21, 2026
VALLEY NATIONAL ADVISERS INC History New 7 0 — — — +7 New Q3 2026 Oct 23, 2026
UMB Private Wealth Management, LLC History New 7 0 — — — +7 New Q3 2026 Oct 19, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Nov 04, 2026
GK Wealth Management LLC History New 2 0 — — — +2 New Q3 2026 Oct 09, 2026
WPG Advisers, LLC History Reduced 9 0 — — — -1 -10.0% Q3 2026 Oct 27, 2026
Davis Capital Management History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 08, 2026
JFS WEALTH ADVISORS, LLC History No change 6 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
SBI Securities Co., Ltd. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
CoreCap Advisors, LLC History No change 10 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
Silver Grove Financial Group, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026