Willdan Group, Inc. - WLDN

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 1,438,623 113,795 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Divisadero Street Capital Management, LP History No change 1,324,293 104,751 2.37% 2.37% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 632,916 50,063 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History No change 530,210 41,939 2.87% 2.87% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 527,252 41,705 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 390,720 30,499 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 383,399 30,332 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 361,079 28,561 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 11, 2026
ALTA FOX CAPITAL MANAGEMENT, LLC History No change 359,806 28,460 5.72% 5.72% 9 0 0.0% Q2 2026 Aug 14, 2026
Swedbank AB History No change 349,700 27,661 0.02% 0.02% 10 0 0.0% Q2 2026 Jul 15, 2026
STATE STREET CORP History No change 337,449 26,692 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 22, 2026
DIMENSIONAL FUND ADVISORS LP History No change 320,857 25,379 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 11, 2026
Conversant Capital LLC History No change 294,500 23,294 2.73% 2.73% 13 0 0.0% Q2 2026 Aug 14, 2026
WASATCH ADVISORS LP History No change 287,054 22,705 0.15% 0.15% 14 0 0.0% Q2 2026 Jul 09, 2026
Ranger Investment Management, L.P. History No change 275,191 21,767 1.38% 1.38% 15 0 0.0% Q2 2026 Aug 13, 2026
OBERWEIS ASSET MANAGEMENT INC/ History No change 262,700 20,779 0.43% 0.43% 16 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 260,471 20,603 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 210,895 16,681 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 210,771 16,671 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 11, 2026
Handelsbanken Fonder AB History No change 191,532 15,150 0.04% 0.04% 20 0 0.0% Q2 2026 Jul 10, 2026
RBF Capital, LLC History No change 184,600 14,601 0.61% 0.61% 21 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 163,347 12,920 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 163,117 12,903 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 155,269 12,281 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 150,574 11,910 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 145,729 11,527 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 143,866 11,379 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 06, 2026
NEXT CENTURY GROWTH INVESTORS LLC History No change 126,407 9,998 0.53% 0.53% 28 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 120,143 9,503 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 114,701 9,072 0.03% 0.03% 30 0 0.0% Q2 2026 Aug 06, 2026
MORGAN STANLEY History No change 111,204 8,796 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 109,375 8,651 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 100,690 7,964 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
LORD, ABBETT & CO. LLC History No change 98,913 7,824 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 97,391 7,703 0.14% 0.14% 35 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 96,854 7,661 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
Portolan Capital Management, LLC History No change 84,394 6,675 0.25% 0.25% 37 0 0.0% Q2 2026 Aug 14, 2026
Summit Creek Advisors LLC History No change 83,463 6,601 2.25% 2.25% 38 0 0.0% Q2 2026 Aug 07, 2026
Asset Management One Co., Ltd. History No change 77,293 6,114 0.02% 0.02% 39 0 0.0% Q2 2026 Jul 28, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 74,890 5,923 0.78% 0.78% 40 0 0.0% Q2 2026 Aug 06, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 68,585 5,425 0.11% 0.11% 41 0 0.0% Q2 2026 Jul 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 60,700 4,801 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 59,401 4,698 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 58,945 4,662 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 56,249 4,449 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History No change 55,800 4,413 0.05% 0.05% 46 0 0.0% Q2 2026 Jul 28, 2026
DEUTSCHE BANK AG\ History No change 55,731 4,408 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 07, 2026
Qube Research & Technologies Ltd History No change 55,445 4,385 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 52,282 4,136 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 05, 2026
BANK OF AMERICA CORP /DE/ History No change 49,653 3,927 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 45,567 3,604 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 45,157 3,570 0.07% 0.07% 52 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 44,896 3,551 0.0% 0.0% 53 0 0.0% Q2 2026 Sep 23, 2026
Jefferies Financial Group Inc. History No change 41,200 3,258 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 17, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 39,051 3,088 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 04, 2026
CVFG LLC History No change 37,250 2,946 0.31% 0.31% 56 0 0.0% Q2 2026 Aug 11, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 35,615 2,817 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 34,669 2,746 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 34,700 2,744 0.0% 0.0% 59 0 0.0% Q2 2026 Sep 02, 2026
MML INVESTORS SERVICES, LLC History No change 33,740 2,668 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History No change 33,278 2,632 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 34,112 2,611 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 30,579 2,418 0.12% 0.12% 63 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 29,259 2,314 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 29,000 2,293 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 28,615 2,263 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 03, 2026
ALPS ADVISORS INC History No change 28,577 2,260 0.01% 0.01% 67 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 28,039 2,217 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 27,747 2,194 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
Conestoga Capital Advisors, LLC History No change 27,607 2,183 0.05% 0.05% 70 0 0.0% Q2 2026 Jul 24, 2026
TUDOR INVESTMENT CORP ET AL History No change 25,425 2,011 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History No change 25,233 1,995 0.17% 0.17% 72 0 0.0% Q2 2026 Aug 06, 2026
HRT FINANCIAL LP History No change 24,595 1,945 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 23,657 1,866 0.02% 0.02% 74 0 0.0% Q2 2026 Jul 27, 2026
Invesco Ltd. History No change 22,720 1,797 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 22,668 1,793 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 22,534 1,782 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
De Lisle Partners LLP History No change 21,000 1,660 0.18% 0.18% 78 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 20,711 1,638 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 20,469 1,619 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 19,929 1,576 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 07, 2026
RHUMBLINE ADVISERS History No change 18,882 1,493 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 11, 2026
BARCLAYS PLC History No change 18,513 1,464 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 16,526 1,343 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 16,652 1,317 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Polymer Capital Management (US) LLC History No change 16,574 1,311 0.17% 0.17% 86 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 16,512 1,306 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 24, 2026
Longaeva Partners L.P. History No change 16,307 1,289 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 15,964 1,262 0.02% 0.02% 89 0 0.0% Q2 2026 Jul 13, 2026
SEI INVESTMENTS CO History No change 15,325 1,212 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 15,319 1,211 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
WULFF, HANSEN & CO. History No change 15,302 1,210 0.93% 0.93% 92 0 0.0% Q2 2026 Aug 05, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 14,835 1,174 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 14,730 1,165 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 14,001 1,107 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 13,277 1,050 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 13,173 1,023 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 12,909 1,019 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 12,362 978 0.03% 0.03% 99 0 0.0% Q2 2026 Jul 28, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 12,270 970 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 11,732 927 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 11,410 902 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 03, 2026
J. Derek Lewis & Associates Inc. History No change 10,487 829 0.16% 0.16% 103 0 0.0% Q2 2026 Jul 31, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 10,250 810 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 25, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 10,064 796 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
NAVELLIER & ASSOCIATES INC History No change 9,919 784 0.06% 0.06% 106 0 0.0% Q2 2026 Aug 04, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 9,825 777 0.05% 0.05% 107 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 9,547 755 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 19, 2026
TWINBEECH CAPITAL LP History No change 9,100 719 0.13% 0.13% 109 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 8,908 704 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Inspire Investing, LLC History No change 8,794 695 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 8,644 683 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
Virtu Financial LLC History No change 8,576 678 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 8,112 641 0.1% 0.1% 114 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 8,092 640 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Global Advisers, LLC History No change 8,091 639 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 7,905 625 0.01% 0.01% 117 0 0.0% Q2 2026 Jul 27, 2026
Pure Financial Advisors, LLC History No change 7,860 621 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 7,776 615 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 7,518 594 0.01% 0.01% 120 0 0.0% Q2 2026 Jul 17, 2026
Marex Group Ltd History No change 7,000 553 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,948 549 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 6,723 531 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 6,621 523 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
AdvisorShares Investments LLC History No change 6,623 523 0.06% 0.06% 125 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 6,604 522 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Falcon Wealth Planning History No change 6,580 520 0.03% 0.03% 127 0 0.0% Q2 2026 Jul 13, 2026
TRUIST FINANCIAL CORP History No change 5,321 517 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 28, 2026
Vident Advisory, LLC History No change 6,390 505 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 6,299 498 0.0% 0.0% 130 0 0.0% Q2 2026 Sep 09, 2026
Arista Wealth Management, LLC History No change 6,214 491 0.05% 0.05% 131 0 0.0% Q2 2026 Jul 08, 2026
Jupiter Topco LLC History No change 5,961 471 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Kings Path Partners LLC History No change 5,910 467 0.12% 0.12% 133 0 0.0% Q2 2026 Jul 14, 2026
GSA CAPITAL PARTNERS LLP History No change 5,838 462 0.03% 0.03% 134 0 0.0% Q2 2026 Aug 06, 2026
Private Advisor Group, LLC History No change 5,740 454 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Investment Partners, LLC History No change 5,718 452 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 5,704 451 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 29, 2026
State of Alaska, Department of Revenue History No change 5,703 450 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 20, 2026
STIFEL FINANCIAL CORP History No change 5,540 438 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 5,073 401 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 4,936 390 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 4,887 386 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
GK Wealth Management LLC History No change 4,842 383 0.2% 0.2% 143 0 0.0% Q2 2026 Jul 07, 2026
WealthTrust Axiom LLC History No change 4,695 371 0.08% 0.08% 144 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 4,425 350 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 23, 2026
Kassira Wealth Management LLC History No change 4,422 349 0.28% 0.28% 146 0 0.0% Q2 2026 Aug 07, 2026
IMC-Chicago, LLC History No change 4,351 344 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 06, 2026
Collaborative Fund Advisors, LLC History No change 4,343 343 0.2% 0.2% 148 0 0.0% Q2 2026 Jul 30, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 4,303 340 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 4,256 336 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 4,230 334 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 10, 2026
MARSHALL WACE, LLP History No change 4,215 333 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 4,154 328 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History No change 3,981 314 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 07, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,975 314 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 06, 2026
Concentric Capital Strategies, LP History No change 3,884 307 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 14, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 3,838 303 0.03% 0.03% 157 0 0.0% Q2 2026 Jul 16, 2026
Independent Advisor Alliance History No change 3,809 301 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 3,710 293 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 3,603 284 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 11, 2026
PDT Partners, LLC History No change 3,549 280 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 3,485 275 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 3,487 275 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 28, 2026
ARGENT CAPITAL MANAGEMENT LLC History No change 3,412 269 0.01% 0.01% 164 0 0.0% Q2 2026 Jul 15, 2026
Integrated Quantitative Investments LLC History No change 3,412 269 0.04% 0.04% 165 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 3,394 268 0.01% 0.01% 166 0 0.0% Q2 2026 Jul 31, 2026
KLP KAPITALFORVALTNING AS History No change 3,300 261 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History No change 3,266 258 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 3,242 256 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD BANCORP History No change 3,229 255 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 05, 2026
PRINCIPAL SECURITIES, INC. History No change 3,179 251 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 04, 2026
Wedbush Fund Advisers, LLC History No change 2,921 231 0.02% 0.02% 172 0 0.0% Q2 2026 Aug 14, 2026
SEB Asset Management AB History No change 2,902 229 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 04, 2026
BLAIR WILLIAM & CO/IL History No change 2,883 228 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 11, 2026
STRS OHIO History No change 2,800 221 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 30, 2026
WIMMER ASSOCIATES 1, LLC History No change 2,800 221 0.1% 0.1% 176 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 2,749 217 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA SECURITIES, LLC History No change 2,751 217 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History No change 2,710 214 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 2,698 213 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 11, 2026
Revisor Wealth Management LLC History No change 2,548 201 0.05% 0.05% 181 0 0.0% Q2 2026 Jul 21, 2026
Avanza Fonder AB History No change 2,456 194 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 17, 2026
Kemnay Advisory Services Inc. History No change 1,890 149 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 1,540 121 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 06, 2026
Rockefeller Capital Management L.P. History No change 1,474 116 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,384 109 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 1,331 105 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 1,263 100 0.0% 0.0% 188 0 0.0% Q2 2026 Jul 23, 2026
CANADA LIFE ASSURANCE Co History No change 1,245 98 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 1,233 97 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 1,161 91 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 1,143 90 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 944 74 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 11, 2026
Vestcor Inc History No change 921 73 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 868 68 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 865 67 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 22, 2026
Steward Partners Investment Advisory, LLC History No change 819 64 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 790 62 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History No change 688 54 0.0% 0.0% 199 0 0.0% Q2 2026 Jul 17, 2026
KBC Group NV History No change 667 53 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 05, 2026
NISA INVESTMENT ADVISORS, LLC History No change 499 39 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 500 39 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 12, 2026
Signature Equity Partners, LLC History No change 477 37 0.02% 0.02% 203 0 0.0% Q2 2026 Jul 30, 2026
BNP Paribas Asset Management Holding S.A. History No change 324 25 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 241 19 0.0% 0.0% 205 0 0.0% Q2 2026 Jul 24, 2026
GROUP ONE TRADING LLC History No change 225 17 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 13, 2026
Ares Financial Consulting, LLC History No change 200 15 0.01% 0.01% 207 0 0.0% Q2 2026 Jul 09, 2026
MCF Advisors LLC History No change 173 13 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 12, 2026
Nykredit A/S History No change 167 13 0.0% 0.0% 209 0 0.0% Q2 2026 Sep 08, 2026
Versant Capital Management, Inc History Reduced 156 11 0.0% 0.0% 210 -93 -37.35% Q3 2026 Oct 01, 2026
Covestor Ltd History No change 142 11 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 129 10 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 138 10 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 122 9 0.0% 0.0% 214 0 0.0% Q2 2026 Jul 28, 2026
Triumph Capital Management History No change 125 9 0.0% 0.0% 215 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History No change 124 9 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 22, 2026
GAMMA Investing LLC History No change 117 9 0.0% 0.0% 217 0 0.0% Q2 2026 Jul 07, 2026
Parkside Financial Bank & Trust History No change 103 8 0.0% 0.0% 218 0 0.0% Q2 2026 Sep 04, 2026
Founders Capital Management History No change 100 7 0.0% 0.0% 219 0 0.0% Q2 2026 Jul 21, 2026
Accent Capital Management, LLC History No change 76 6 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History No change 82 6 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 10, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 66 5 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 05, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 65 5 0.0% 0.0% 223 0 0.0% Q2 2026 Jul 24, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 61 4 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 07, 2026
GHP Investment Advisors, Inc. History No change 60 4 0.0% 0.0% 225 0 0.0% Q2 2026 Jul 17, 2026
Cypress Capital Management LLC (WY) History No change 50 3 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 39 3 0.0% 0.0% 227 0 0.0% Q2 2026 Jul 20, 2026
Colonial Trust Co / SC History No change 39 3 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 11, 2026
Quarry LP History No change 39 3 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 28 2 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 06, 2026
CULLEN/FROST BANKERS, INC. History No change 16 1 0.0% 0.0% 231 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 24 1 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 21 1 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 06, 2026
Fortitude Family Office, LLC History No change 18 1 0.0% 0.0% 234 0 0.0% Q2 2026 Jul 20, 2026
US BANCORP \DE\ History No change 12 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
North Star Investment Management Corp. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Leonteq Securities AG History No change 4 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
SJS Investment Consulting Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
True Wealth Design, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
TD Waterhouse Canada Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026