WEIS MARKETS INC - WMK

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
DIMENSIONAL FUND ADVISORS LP History No change 1,998,715 156,520 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 1,218,454 95,417 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 846,751 66,309 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 748,696 58,630 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 564,623 44,215 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 408,303 31,974 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 286,650 22,451 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 276,844 21,679 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 269,835 21,130 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 06, 2026
Allianz Asset Management GmbH History No change 251,347 19,682 0.02% 0.02% 10 0 0.0% Q2 2026 Sep 02, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 238,480 18,675 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 233,867 18,314 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 213,315 16,704 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 179,795 14,079 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 179,715 14,073 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 170,001 13,312 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 156,468 12,253 0.0% 0.0% 17 0 0.0% Q2 2026 Sep 02, 2026
Creative Planning History No change 155,628 12,187 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 148,136 11,600 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 145,095 11,362 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 142,586 11,165 0.2% 0.2% 21 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 136,332 10,676 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 127,209 9,961 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 114,511 8,967 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 107,766 8,439 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 105,011 8,223 0.04% 0.04% 26 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 101,920 7,981 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 99,908 7,823 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 73,291 5,739 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 72,122 5,647 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 72,072 5,643 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD FIDUCIARY TRUST CO History No change 66,956 5,243 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 66,515 5,208 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History No change 55,686 4,360 0.36% 0.36% 34 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 55,127 4,316 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Vestcor Inc History No change 53,170 4,164 0.1% 0.1% 36 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 51,159 4,006 0.03% 0.03% 37 0 0.0% Q2 2026 Sep 08, 2026
JPMORGAN CHASE & CO History No change 49,824 3,971 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 45,205 3,540 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
Linden Thomas Advisory Services, LLC History No change 45,059 3,528 0.28% 0.28% 40 0 0.0% Q2 2026 Jul 16, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 42,613 3,337 0.22% 0.22% 41 0 0.0% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 35,025 2,742 0.18% 0.18% 42 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History No change 32,117 2,515 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 31,481 2,465 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
MARTIN & CO INC /TN/ History No change 29,928 2,343 0.37% 0.37% 45 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 28,010 2,193 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 27,316 2,139 0.05% 0.05% 47 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 27,135 2,124 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 25,743 2,015 0.06% 0.06% 49 0 0.0% Q2 2026 Aug 11, 2026
Swiss National Bank History No change 24,900 1,949 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 23,485 1,839 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 23,290 1,823 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 21,700 1,699 0.09% 0.09% 53 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 20,674 1,618 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 20,565 1,610 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 20,359 1,594 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 20,068 1,571 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 20,011 1,567 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 04, 2026
Russell Investments Group, Ltd. History No change 18,961 1,484 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 06, 2026
Jefferies Financial Group Inc. History No change 18,700 1,464 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 17,814 1,395 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 17,375 1,368 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 17,432 1,365 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 16,440 1,287 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 06, 2026
Engineers Gate Manager LP History No change 16,138 1,263 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 14,834 1,161 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 14,646 1,146 0.02% 0.02% 67 0 0.0% Q2 2026 Jul 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 14,061 1,101 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 13,794 1,080 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 13,705 1,073 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 24, 2026
SG Americas Securities, LLC History No change 13,386 1,048 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 15,156 1,036 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 12,707 995 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
Trexquant Investment LP History No change 12,094 947 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 11,438 896 0.06% 0.06% 75 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 11,373 890 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 11,174 875 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 10,393 813 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 10,183 798 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 9,862 772 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 03, 2026
SummerHaven Investment Management, LLC History No change 9,782 766 0.41% 0.41% 81 0 0.0% Q2 2026 Jul 21, 2026
Legal & General Group Plc History No change 9,706 760 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 9,309 728 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 8,625 675 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
GREAT LAKES ADVISORS, LLC History No change 8,453 661 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 10, 2026
Aquatic Capital Management LLC History No change 8,194 641 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 8,091 634 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 8,100 634 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 7,669 600 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 11, 2026
MetLife Investment Management, LLC History No change 7,541 590 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 7,147 559 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 07, 2026
MONEY CONCEPTS CAPITAL CORP History No change 7,119 557 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 04, 2026
Jain Global LLC History No change 6,963 545 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Watershed Asset Management, L.L.C. History No change 6,523 510 0.46% 0.46% 94 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History No change 7,416 504 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 05, 2026
Diversified Trust Co History No change 6,050 473 0.01% 0.01% 96 0 0.0% Q2 2026 Jul 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 5,752 450 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 5,692 445 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 5,608 439 0.0% 0.0% 99 0 0.0% Q2 2026 Sep 09, 2026
Cerity Partners LLC History No change 5,420 424 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
DRW Securities, LLC History No change 5,149 403 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 5,139 402 0.0% 0.0% 102 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History No change 5,000 391 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 03, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 4,900 383 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 4,880 382 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 19, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 4,780 374 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
VIRTUS ADVISERS, LLC History No change 4,569 357 0.14% 0.14% 107 0 0.0% Q2 2026 Aug 11, 2026
Ballentine Partners, LLC History No change 4,546 355 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 4,441 347 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 4,349 340 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Virtu Financial LLC History No change 4,334 339 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 13, 2026
Magnetar Financial LLC History No change 4,167 326 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History No change 4,147 324 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 4,018 314 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 3,839 300 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 3,738 292 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 3,502 274 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History No change 3,462 271 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 05, 2026
PFG Advisors History No change 3,436 269 0.01% 0.01% 119 0 0.0% Q2 2026 Jul 16, 2026
Arizona State Retirement System History No change 3,414 267 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 07, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 3,357 262 0.07% 0.07% 121 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 3,150 251 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 15, 2026
Brevan Howard Capital Management LP History No change 3,139 245 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 3,120 244 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
Blueshift Asset Management, LLC History No change 2,964 232 0.05% 0.05% 125 0 0.0% Q2 2026 Aug 14, 2026
MANGROVE PARTNERS IM, LLC History No change 2,949 230 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History No change 2,939 230 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 06, 2026
SageView Advisory Group, LLC History No change 2,837 222 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 2,829 221 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
KLP KAPITALFORVALTNING AS History No change 2,800 219 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 2,682 210 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 2,585 202 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 12, 2026
JMN Financial LLC History No change 2,591 202 0.16% 0.16% 133 0 0.0% Q2 2026 Aug 10, 2026
INCEPTIONR LLC History No change 2,564 200 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 2,352 184 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 23, 2026
CANADA LIFE ASSURANCE Co History No change 1,994 156 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 1,782 139 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 06, 2026
Ensign Peak Advisors, Inc History No change 1,600 125 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,412 110 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 1,114 87 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History No change 1,091 85 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 20, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,063 83 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 17, 2026
Covestor Ltd History No change 887 70 0.04% 0.04% 143 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 608 47 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 599 46 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 500 39 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 470 36 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 461 36 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 07, 2026
Arax Advisory Partners History No change 395 30 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History No change 391 28 0.0% 0.0% 150 0 0.0% Q3 2026 Oct 01, 2026
JONES FINANCIAL COMPANIES LLLP History No change 304 24 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 311 24 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 257 20 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 28, 2026
EverSource Wealth Advisors, LLC History No change 241 18 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 209 16 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 200 15 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 184 14 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 22, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 162 13 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 07, 2026
Aster Capital Management (DIFC) Ltd History No change 155 12 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 143 11 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 30, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 140 10 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 120 9 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 11, 2026
Key FInancial Inc History No change 116 9 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 107 8 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 17, 2026
FIRST HORIZON CORP History No change 90 7 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 88 6 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 06, 2026
Fortitude Family Office, LLC History No change 85 6 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 67 5 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 06, 2026
FEDERATED HERMES, INC. History No change 69 5 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 59 4 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 05, 2026
Private Wealth Management Group, LLC History No change 57 4 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 27, 2026
Optiver Holding B.V. History No change 46 3 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 41 3 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 22, 2026
Bare Financial Services, Inc History No change 51 3 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 37 2 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 34 2 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 20, 2026
Basecamp Wealth Advisors LLC History No change 32 2 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 27 2 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 10, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 23 1 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 27, 2026
Avion Wealth History No change 15 1 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Planning Group LLC History No change 23 1 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 29, 2026
Quarry LP History No change 15 1 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
Valued Wealth Advisors LLC History No change 19 1 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 20, 2026
JPL Wealth Management, LLC History No change 20 1 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 16 1 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 17 1 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 28, 2026
HARBOUR INVESTMENTS, INC. History No change 11 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
JFS WEALTH ADVISORS, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
IFP Advisors, Inc History No change 12 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Inspire Investing, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Bogart Wealth, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Hughes Financial Services, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Investors Portfolio Services LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026