WASHINGTON TRUST BANCORP INC - WASH
Detailed investor-level table based on 13F positions.
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 | 2,235,699 | 81,558 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 1,000,649 | 36,503 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 825,049 | 31,343 | 0.01% | 0.0% | 3 | +73,084 | 9.72% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 843,753 | 30,780 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 841,065 | 30,682 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 774,736 | 28,262 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 520,133 | 18,978 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 461,273 | 16,827 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 453,229 | 16,533 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 319,513 | 11,655 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 296,225 | 11,253 | 0.43% | 0.42% | 11 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Drexel Morgan & Co. | History | No change | 300,800 | 10,973 | 1.53% | 1.53% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 289,374 | 10,556 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 282,349 | 10,300 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 276,500 | 10,086 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 251,517 | 9,175 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 220,439 | 8,041 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 196,582 | 7,171 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 183,998 | 6,712 | 0.27% | 0.27% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 175,961 | 6,419 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 174,098 | 6,351 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 158,679 | 5,788 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 149,785 | 5,690 | 0.0% | 0.0% | 23 | -39 | -0.03% | Q3 2026 | Nov 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 150,202 | 5,479 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 129,679 | 4,730 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 127,046 | 4,634 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 126,011 | 4,596 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 120,049 | 4,379 | 1.06% | 1.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 118,331 | 4,316 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 118,215 | 4,312 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 94,236 | 3,580 | 0.05% | 0.05% | 31 | +15 | 0.02% | Q3 2026 | Oct 27, 2026 |
| Creative Planning | History | Added to | 89,896 | 3,415 | 0.0% | 0.0% | 32 | +20,772 | 30.05% | Q3 2026 | Nov 02, 2026 |
| Trexquant Investment LP | History | No change | 87,938 | 3,207 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 83,331 | 2,993 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 69,728 | 2,648 | 0.0% | 0.0% | 35 | +43,970 | 170.7% | Q3 2026 | Nov 02, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 67,597 | 2,466 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 63,370 | 2,312 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 62,508 | 2,280 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 57,274 | 2,089 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 53,072 | 1,936 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 52,760 | 1,924 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 50,312 | 1,911 | 0.42% | 0.43% | 42 | -2,453 | -4.65% | Q3 2026 | Oct 16, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 49,946 | 1,897 | 0.15% | 0.15% | 43 | -468 | -0.93% | Q3 2026 | Oct 19, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 53,440 | 1,788 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 47,714 | 1,740 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 46,028 | 1,679 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 43,600 | 1,590 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 42,449 | 1,548 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 38,200 | 1,393 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 36,836 | 1,343 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Teton Advisors, LLC | History | No change | 33,280 | 1,214 | 0.7% | 0.7% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 29,792 | 1,131 | 0.0% | 0.01% | 52 | -32,879 | -52.46% | Q3 2026 | Nov 05, 2026 |
| New England Research & Management, Inc. | History | No change | 29,700 | 1,128 | 0.44% | 0.42% | 53 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 30,588 | 1,115 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 29,670 | 1,082 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROCKLAND TRUST CO | History | No change | 26,527 | 1,007 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 27,524 | 1,005 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 26,061 | 951 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 24,779 | 903 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 21,936 | 800 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Mariner, LLC | History | No change | 20,358 | 742 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 20,053 | 731 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 19,787 | 721 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atom Investors LP | History | No change | 19,148 | 698 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,116 | 697 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 18,853 | 687 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 17,885 | 652 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Inspire Investing, LLC | History | Reduced | 16,849 | 640 | 0.03% | 0.03% | 68 | -1,863 | -9.96% | Q3 2026 | Oct 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 17,141 | 625 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| XTX Topco Ltd | History | No change | 16,372 | 597 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 16,351 | 596 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 15,886 | 579 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | No change | 15,668 | 571 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 14,822 | 563 | 0.0% | 0.0% | 74 | -7,269 | -32.9% | Q3 2026 | Nov 04, 2026 |
| GABELLI FUNDS LLC | History | No change | 15,000 | 547 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,523 | 542 | 0.0% | 0.0% | 76 | +877 | 6.43% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,556 | 531 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 14,387 | 524 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14,134 | 515 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 14,020 | 511 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | No change | 13,885 | 506 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 12,734 | 464 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 12,594 | 459 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 11,872 | 433 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastline Trust Co | History | Reduced | 10,840 | 411 | 0.04% | 0.04% | 85 | -58 | -0.53% | Q3 2026 | Oct 01, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 10,787 | 409 | 0.01% | 0.01% | 86 | +1,619 | 17.66% | Q3 2026 | Oct 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 11,016 | 401 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 10,634 | 387 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,175 | 386 | 0.0% | 0.0% | 89 | +3,058 | 42.97% | Q3 2026 | Oct 30, 2026 |
| FIDUCIARY TRUST CO | History | No change | 9,969 | 363 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 9,106 | 345 | 0.08% | 0.07% | 91 | +155 | 1.73% | Q3 2026 | Oct 15, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 8,962 | 340 | 0.02% | 0.02% | 92 | -2,532 | -22.03% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,269 | 338 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,135 | 332 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 8,823 | 321 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 8,533 | 311 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 8,189 | 298 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,000 | 291 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 7,677 | 284 | 0.01% | 0.01% | 99 | +92 | 1.21% | Q3 2026 | Oct 20, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 7,390 | 280 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Amundi | History | No change | 7,674 | 279 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 7,562 | 275 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 7,421 | 270 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,289 | 265 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 7,120 | 259 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,953 | 253 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 6,615 | 251 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,853 | 250 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,843 | 249 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,711 | 244 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 6,593 | 240 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 6,115 | 237 | 0.03% | 0.13% | 112 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,183 | 234 | 0.0% | 0.0% | 113 | -6 | -0.1% | Q3 2026 | Nov 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,420 | 234 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 6,151 | 233 | 0.0% | 0.0% | 115 | +1,100 | 21.78% | Q3 2026 | Oct 20, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,289 | 229 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Barry Investment Advisors, LLC | History | No change | 6,046 | 229 | 0.04% | 0.05% | 117 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BAXTER BROS INC | History | No change | 6,000 | 227 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 5,875 | 214 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,852 | 213 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| M&T BANK CORP | History | No change | 5,819 | 212 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arizona State Retirement System | History | New | 5,368 | 203 | 0.0% | — | 122 | +5,368 | New | Q3 2026 | Nov 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,386 | 196 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 4,776 | 181 | 0.05% | 0.06% | 124 | -706 | -12.88% | Q3 2026 | Oct 22, 2026 |
| Quantbot Technologies LP | History | No change | 4,538 | 165 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,100 | 149 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,697 | 140 | 0.0% | 0.0% | 127 | -4 | -0.11% | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | No change | 3,211 | 117 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 3,175 | 115 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,091 | 113 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,951 | 107 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,719 | 99 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,271 | 82 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,906 | 69 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,683 | 61 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,609 | 58 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 1,380 | 50 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Canton Hathaway, LLC | History | No change | 1,250 | 47 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,020 | 38 | 0.0% | 0.0% | 139 | +49 | 5.05% | Q3 2026 | Oct 01, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,000 | 37 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,000 | 36 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 886 | 33 | 0.0% | 0.0% | 142 | +56 | 6.75% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | Added to | 823 | 31 | 0.0% | 0.0% | 143 | +36 | 4.57% | Q3 2026 | Nov 05, 2026 |
| GAMMA Investing LLC | History | Added to | 802 | 30 | 0.0% | 0.0% | 144 | +416 | 107.77% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 740 | 28 | 0.0% | 0.0% | 145 | +1 | 0.14% | Q3 2026 | Nov 04, 2026 |
| State of Alaska, Department of Revenue | History | New | 715 | 27 | 0.0% | — | 146 | +715 | New | Q3 2026 | Oct 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 563 | 20 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 538 | 20 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 537 | 19 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Added to | 400 | 15 | 0.01% | 0.01% | 151 | +6 | 1.52% | Q3 2026 | Oct 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 438 | 15 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 374 | 14 | 0.0% | 0.0% | 152 | -14 | -3.61% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | No change | 363 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 324 | 11 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 267 | 10 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Regatta Research & Money Management | History | No change | 298 | 10 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 255 | 9 | 0.0% | 0.0% | 157 | +191 | 298.44% | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | Added to | 258 | 9 | 0.0% | 0.0% | 158 | +11 | 4.45% | Q3 2026 | Oct 13, 2026 |
| Abound Wealth Management | History | New | 229 | 8 | 0.0% | — | 159 | +229 | New | Q3 2026 | Oct 26, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 135 | 5 | 0.0% | — | 162 | +135 | New | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | Added to | 153 | 5 | 0.0% | 0.0% | 161 | +70 | 84.34% | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 138 | 5 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 55 | 2 | 0.0% | 0.0% | 169 | -73 | -57.03% | Q3 2026 | Oct 21, 2026 |
| Root Financial Partners, LLC | History | New | 63 | 2 | 0.0% | — | 172 | +63 | New | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 70 | 2 | 0.0% | 0.0% | 166 | +10 | 16.67% | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westend Capital Management, LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 75 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Optiver Holding B.V. | History | No change | 72 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 77 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 38 | 1 | 0.0% | — | 175 | +38 | New | Q3 2026 | Oct 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 28 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M3F, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -19,199 | -100.0% | Q3 2026 | Oct 21, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -4,086 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2 | 0 | — | — | — | -12 | -85.71% | Q3 2026 | Oct 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8 | 0 | — | — | — | -7 | -46.67% | Q3 2026 | Nov 05, 2026 |
| Covestor Ltd | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q3 2026 | Oct 30, 2026 |
| James T. Borello RIA | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q3 2026 | Oct 16, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |