ADVANCED DRAINAGE SYSTEMS, INC. - WMS

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.
Full rows mode is enabled. Back to fast mode.
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 7,469,940 1,172,481 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,705,538 581,621 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,397,037 533,198 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 2,693,665 422,797 0.01% 0.01% 4 0 0.0% Q2 2026 Sep 22, 2026
FIRST TRUST ADVISORS LP History No change 2,660,753 417,631 0.25% 0.25% 5 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,346,623 368,325 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 13, 2026
Impax Asset Management Group plc History No change 1,845,942 289,739 1.89% 1.89% 7 0 0.0% Q2 2026 Aug 11, 2026
BAILLIE GIFFORD & CO History No change 1,835,297 288,068 0.26% 0.26% 8 0 0.0% Q2 2026 Aug 06, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,634,302 256,520 0.11% 0.11% 9 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 1,393,836 218,777 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,367,443 214,685 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 12, 2026
Amundi History No change 1,354,610 212,680 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 11, 2026
NORGES BANK History No change 1,303,735 204,634 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History Added to 1,505,017 190,711 0.18% 0.17% 14 +377,043 33.43% Q3 2026 Nov 03, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,390,825 176,245 0.03% 0.04% 15 +113,007 8.84% Q3 2026 Nov 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,035,255 162,493 0.5% 0.5% 16 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 840,488 131,922 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 839,820 131,818 0.12% 0.12% 18 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 835,672 131,167 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
Impactive Capital LP History No change 782,790 122,866 8.77% 8.77% 20 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History Reduced 919,755 116,542 0.24% 0.31% 21 -3,941 -0.43% Q3 2026 Oct 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 696,500 109,322 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
BAMCO INC /NY/ History No change 680,431 106,800 0.16% 0.16% 23 0 0.0% Q2 2026 Aug 14, 2026
Capital International Investors History No change 657,285 103,167 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 641,404 100,674 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 634,269 99,552 0.12% 0.12% 26 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 594,404 93,297 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
Liontrust Investment Partners LLP History No change 558,705 87,694 1.29% 1.29% 28 0 0.0% Q2 2026 Aug 18, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 551,815 85,244 0.06% 0.06% 29 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 528,473 82,953 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
Triodos Investment Management BV History No change 528,311 82,923 5.05% 5.05% 31 0 0.0% Q2 2026 Jul 29, 2026
Hill City Capital, LP History No change 480,000 75,340 1.76% 1.76% 32 0 0.0% Q2 2026 Aug 17, 2026
Mirova US LLC History Reduced 577,160 73,131 0.8% 1.04% 33 -41,957 -6.78% Q3 2026 Nov 05, 2026
Schonfeld Strategic Advisors LLC History No change 460,060 72,211 0.26% 0.26% 34 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 457,355 71,786 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 13, 2026
Interval Partners, LP History No change 452,250 70,985 1.83% 1.83% 36 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 405,502 63,647 0.28% 0.28% 37 0 0.0% Q2 2026 Aug 12, 2026
ACK Asset Management LLC History No change 390,000 61,214 7.15% 7.15% 38 0 0.0% Q2 2026 Aug 13, 2026
WESTWOOD HOLDINGS GROUP INC History No change 367,876 57,741 0.44% 0.44% 39 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 449,039 56,897 0.01% 0.01% 40 -23,080 -4.89% Q3 2026 Nov 05, 2026
Jupiter Topco LLC History No change 361,701 56,805 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 14, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 356,227 55,913 0.79% 0.79% 42 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 349,857 54,913 0.08% 0.08% 43 0 0.0% Q2 2026 Aug 27, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 342,925 53,825 0.07% 0.07% 44 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 424,140 53,743 0.09% 0.11% 45 -1,507 -0.35% Q3 2026 Nov 05, 2026
BANK OF AMERICA CORP /DE/ History No change 340,259 53,407 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Swedbank AB History Reduced 403,982 51,188 0.04% 0.06% 47 -6,678 -1.63% Q3 2026 Oct 27, 2026
Allianz Asset Management GmbH History No change 325,728 51,126 0.04% 0.04% 48 0 0.0% Q2 2026 Sep 02, 2026
STIFEL FINANCIAL CORP History No change 316,418 49,665 0.04% 0.04% 49 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 314,509 49,365 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 301,831 47,375 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 277,646 43,579 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 276,016 43,164 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 270,881 42,517 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 13, 2026
Capital World Investors History No change 270,582 42,470 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 266,824 41,314 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 257,884 40,477 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 04, 2026
GENEVA CAPITAL MANAGEMENT LLC History No change 245,893 38,595 0.88% 0.88% 58 0 0.0% Q2 2026 Aug 06, 2026
Legal & General Group Plc History No change 243,190 38,171 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 225,799 35,441 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 221,192 34,718 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 13, 2026
Robeco Schweiz AG History Reduced 271,480 34,399 0.62% 0.68% 62 -255 -0.09% Q3 2026 Oct 23, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 218,069 34,228 0.08% 0.08% 63 0 0.0% Q2 2026 Aug 13, 2026
Owls Nest Partners IA, LLC History No change 211,839 33,250 10.79% 10.79% 64 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 201,716 31,661 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 06, 2026
Aberdeen Group plc History No change 201,310 31,597 0.04% 0.04% 66 0 0.0% Q2 2026 Jul 31, 2026
Quantinno Capital Management LP History No change 197,347 30,975 0.04% 0.04% 67 0 0.0% Q2 2026 Aug 13, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History No change 197,030 30,925 0.24% 0.24% 68 0 0.0% Q2 2026 Aug 14, 2026
PGGM Investments History No change 190,291 29,868 0.73% 0.73% 69 0 0.0% Q2 2026 Aug 12, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 189,377 29,724 0.07% 0.07% 70 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 182,934 28,713 0.07% 0.07% 71 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 182,486 28,642 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 11, 2026
MIROVA History No change 173,559 27,241 1.01% 1.01% 73 0 0.0% Q2 2026 Aug 13, 2026
LOOMIS SAYLES & CO L P History No change 169,143 26,548 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 166,390 26,116 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 165,501 25,977 0.05% 0.05% 76 0 0.0% Q2 2026 Aug 05, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 165,114 25,506 0.05% 0.05% 77 0 0.0% Q2 2026 Aug 13, 2026
J. Safra Sarasin Holding AG History Added to 190,881 24,284 0.34% 0.41% 78 +8,929 4.91% Q3 2026 Oct 26, 2026
Epoch Investment Partners, Inc. History No change 152,667 23,962 0.14% 0.14% 79 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History Added to 187,427 23,748 0.03% 0.03% 80 +11,548 6.57% Q3 2026 Nov 02, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 150,000 23,544 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 149,275 23,430 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 147,129 23,093 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 147,054 23,081 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
JUPITER ASSET MANAGEMENT LTD History No change 146,197 22,947 0.11% 0.11% 85 0 0.0% Q2 2026 Aug 10, 2026
CRAMER ROSENTHAL MCGLYNN LLC History No change 143,426 22,512 1.14% 1.14% 86 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 142,271 22,330 0.05% 0.05% 87 0 0.0% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History No change 141,446 22,201 0.0% 0.0% 88 0 0.0% Q2 2026 Sep 02, 2026
Swiss National Bank History No change 140,700 22,084 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 138,901 21,801 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 138,509 21,740 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 133,832 21,007 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 133,536 20,959 0.04% 0.04% 93 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 133,227 20,911 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 131,747 20,679 0.08% 0.08% 95 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 161,070 20,409 0.01% 0.01% 96 -1,646 -1.01% Q3 2026 Nov 02, 2026
Baird Financial Group, Inc. History No change 128,123 20,110 0.03% 0.03% 97 0 0.0% Q2 2026 Aug 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 125,282 19,664 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 03, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 124,095 19,477 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 119,246 18,716 0.12% 0.12% 100 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 118,313 18,570 0.35% 0.35% 101 0 0.0% Q2 2026 Aug 14, 2026
ABN AMRO Bank N.V. History No change 114,578 18,005 0.23% 0.23% 102 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 111,795 17,547 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 103,811 16,294 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 07, 2026
Walleye Trading LLC History No change 100,618 15,793 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 03, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 98,489 15,458 0.15% 0.15% 106 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 95,358 14,969 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 117,185 14,848 0.06% 0.08% 108 +637 0.55% Q3 2026 Oct 28, 2026
VAN ECK ASSOCIATES CORP History No change 91,657 14,386 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 14, 2026
Mawer Investment Management Ltd. History No change 91,012 14,285 0.1% 0.1% 110 0 0.0% Q2 2026 Aug 07, 2026
Trexquant Investment LP History No change 89,610 14,065 0.08% 0.08% 111 0 0.0% Q2 2026 Aug 14, 2026
Perpetual Ltd History Added to 108,050 13,691 0.21% 0.24% 112 +1,634 1.54% Q3 2026 Oct 13, 2026
FMR LLC History No change 84,718 13,297 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 84,397 13,246 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 24, 2026
Lombard Odier Asset Management (Europe) Ltd History No change 82,032 12,875 0.55% 0.55% 115 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 80,667 12,661 0.0% 0.0% 116 0 0.0% Q2 2026 Sep 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 78,944 12,390 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 88,657 12,157 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 69,022 10,833 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 13, 2026
Pier Capital, LLC History No change 64,151 10,069 1.33% 1.33% 120 0 0.0% Q2 2026 Aug 05, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 61,958 9,739 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 05, 2026
Candriam S.C.A. History Reduced 76,453 9,722 0.04% 0.05% 122 -280 -0.36% Q3 2026 Nov 03, 2026
HITE Hedge Asset Management LLC History No change 60,437 9,486 0.52% 0.52% 123 0 0.0% Q2 2026 Aug 14, 2026
ArrowMark Colorado Holdings LLC History No change 60,000 9,417 0.39% 0.39% 124 0 0.0% Q2 2026 Aug 13, 2026
Retirement Systems of Alabama History Reduced 72,333 9,165 0.03% 0.04% 125 -1,788 -2.41% Q3 2026 Nov 04, 2026
FIFTH THIRD BANCORP History Added to 72,044 9,128 0.01% 0.02% 126 +950 1.34% Q3 2026 Nov 05, 2026
State of Alaska, Department of Revenue History Reduced 70,810 8,971 0.09% 0.11% 127 -379 -0.53% Q3 2026 Oct 15, 2026
Channing Capital Management, LLC History Reduced 68,749 8,711 0.23% 0.26% 128 -2,736 -3.83% Q3 2026 Nov 02, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 55,178 8,660 0.03% 0.03% 129 0 0.0% Q2 2026 Aug 17, 2026
CANADA LIFE ASSURANCE Co History No change 54,929 8,620 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History Added to 64,950 8,229 0.09% 0.1% 131 +2,817 4.53% Q3 2026 Oct 26, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 64,880 8,220 0.17% 0.21% 132 +650 1.01% Q3 2026 Nov 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 52,138 8,183 0.01% 0.01% 133 0 0.0% Q2 2026 Sep 09, 2026
Man Group plc History No change 51,226 8,040 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 14, 2026
EDENTREE ASSET MANAGEMENT Ltd History No change 50,200 7,879 2.4% 2.4% 135 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 49,340 7,744 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 47,820 7,505 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 46,956 7,370 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 14, 2026
Azimuth Capital Investment Management LLC History No change 46,586 7,312 0.25% 0.25% 139 0 0.0% Q2 2026 Aug 12, 2026
OP Asset Management Ltd History Reduced 56,916 7,211 0.06% 0.16% 140 -37,252 -39.56% Q3 2026 Nov 05, 2026
Treasurer of the State of North Carolina History No change 45,671 7,169 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 44,455 6,977 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 43,590 6,841 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 40,896 6,419 0.01% 0.01% 144 0 0.0% Q2 2026 Jul 29, 2026
STRS OHIO History Reduced 50,280 6,370 0.02% 0.03% 145 -4,250 -7.79% Q3 2026 Oct 30, 2026
DekaBank Deutsche Girozentrale History Added to 48,859 6,246 0.01% 0.0% 146 +30,505 166.2% Q3 2026 Oct 27, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 39,400 6,184 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 39,199 6,153 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History Added to 47,068 5,963 0.0% 0.0% 149 +16,592 54.44% Q3 2026 Nov 02, 2026
MetLife Investment Management, LLC History No change 34,521 5,418 0.02% 0.02% 150 0 0.0% Q2 2026 Aug 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 34,407 5,400 0.07% 0.07% 151 0 0.0% Q2 2026 Aug 07, 2026
PRENTISS SMITH & CO INC History Reduced 41,935 5,313 3.01% 3.72% 152 -1,272 -2.94% Q3 2026 Oct 27, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 33,378 5,239 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 40,800 5,170 0.01% 0.01% 154 0 0.0% Q3 2026 Oct 22, 2026
Police & Firemen's Retirement System of New Jersey History No change 32,467 5,096 0.04% 0.04% 155 0 0.0% Q2 2026 Jul 23, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 39,200 4,967 0.74% 0.83% 156 -1,213 -3.0% Q3 2026 Oct 19, 2026
Advisors Capital Management, LLC History No change 30,146 4,731 0.05% 0.05% 157 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History Reduced 36,414 4,614 0.02% 0.02% 158 -2,678 -6.85% Q3 2026 Oct 16, 2026
Future Fund LLC History No change 29,057 4,560 1.31% 1.31% 159 0 0.0% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History No change 29,016 4,554 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 28,662 4,498 0.24% 0.24% 161 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 28,541 4,479 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 27,611 4,333 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
Eurizon Capital SGR S.p.A. History No change 27,093 4,250 0.01% 0.01% 164 0 0.0% Q2 2026 Jul 29, 2026
Lighthouse Investment Partners, LLC History No change 26,138 4,102 0.11% 0.11% 165 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 26,089 4,094 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History No change 26,071 4,092 0.02% 0.02% 167 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 25,866 4,060 0.01% 0.01% 168 0 0.0% Q2 2026 Jul 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 25,761 4,043 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
RIK SAYLOR FINANCIAL, INC. History No change 25,596 4,017 2.66% 2.66% 170 0 0.0% Q2 2026 Aug 05, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 25,396 3,986 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 06, 2026
Alpine Peaks Capital, LP History No change 25,344 3,977 4.66% 4.66% 172 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Reduced 31,331 3,970 0.03% 0.03% 173 -435 -1.37% Q3 2026 Oct 23, 2026
1832 Asset Management L.P. History No change 24,802 3,892 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
B. Metzler seel. Sohn & Co. AG History No change 30,267 3,835 0.03% 0.04% 175 0 0.0% Q3 2026 Oct 30, 2026
One Capital Management, LLC History No change 27,329 3,747 0.1% 0.1% 176 0 0.0% Q2 2026 Aug 13, 2026
Oxbow Advisors, LLC History No change 23,425 3,676 0.3% 0.3% 177 0 0.0% Q2 2026 Aug 07, 2026
BLI - Banque de Luxembourg Investments History No change 23,660 3,664 0.13% 0.13% 178 0 0.0% Q2 2026 Aug 10, 2026
GROUP ONE TRADING LLC History No change 23,040 3,616 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 22,938 3,600 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 12, 2026
Vision Capital Management, Inc. History Reduced 28,314 3,587 0.41% 0.52% 181 -547 -1.9% Q3 2026 Oct 19, 2026
JONES FINANCIAL COMPANIES LLLP History No change 22,943 3,544 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Counsel, LLC History Reduced 27,570 3,493 0.43% 0.55% 183 -560 -1.99% Q3 2026 Oct 14, 2026
HSBC HOLDINGS PLC History No change 21,481 3,371 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 21,297 3,343 0.02% 0.02% 185 0 0.0% Q2 2026 Aug 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 25,572 3,240 0.03% 0.04% 186 -1,042 -3.92% Q3 2026 Oct 23, 2026
VARCOV Co. History No change 20,190 3,169 1.2% 1.2% 187 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 19,595 3,075 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 07, 2026
Madison Asset Management, LLC History No change 19,452 3,053 0.04% 0.04% 189 0 0.0% Q2 2026 Aug 10, 2026
BARCLAYS PLC History No change 19,168 3,008 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
Vest Financial, LLC History Reduced 23,374 2,961 0.03% 0.06% 191 -11,379 -32.74% Q3 2026 Oct 21, 2026
Vanguard Investments Australia, Ltd. History No change 18,408 2,889 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 13, 2026
Verition Fund Management LLC History No change 18,371 2,883 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History Reduced 22,747 2,882 0.25% 0.35% 194 -2,700 -10.61% Q3 2026 Nov 04, 2026
State of New Jersey Common Pension Fund D History Reduced 22,508 2,851 0.01% 0.01% 196 -1,130 -4.78% Q3 2026 Nov 05, 2026
&PARTNERS History No change 18,162 2,851 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 17,957 2,818 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 13, 2026
Montanaro Asset Management Ltd History No change 17,900 2,809 0.89% 0.89% 198 0 0.0% Q2 2026 Aug 12, 2026
ICON ADVISERS INC/CO History No change 17,550 2,754 0.52% 0.52% 199 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 16,805 2,637 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Reduced 20,800 2,635 0.04% 0.05% 201 -200 -0.95% Q3 2026 Oct 20, 2026
Union Bancaire Privee, UBP SA History Added to 20,106 2,629 0.03% 0.03% 202 +873 4.54% Q3 2026 Nov 04, 2026
KLP KAPITALFORVALTNING AS History No change 16,400 2,574 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 16,295 2,557 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History No change 16,216 2,545 0.09% 0.09% 205 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 16,121 2,530 0.03% 0.03% 206 0 0.0% Q2 2026 Aug 12, 2026
Bell Asset Management Ltd History Reduced 19,871 2,517 0.91% 1.24% 207 -9,743 -32.9% Q3 2026 Oct 08, 2026
Arizona State Retirement System History Added to 19,430 2,461 0.01% 0.02% 208 +86 0.44% Q3 2026 Nov 03, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 18,998 2,407 0.03% 0.04% 209 -1,530 -7.45% Q3 2026 Oct 22, 2026
BANK OF MONTREAL /CAN/ History No change 15,230 2,390 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
STACKSTONE WEALTH, LLC History New 18,792 2,381 0.23% — 211 +18,792 New Q3 2026 Oct 19, 2026
Raiffeisen Bank International AG History No change 18,000 2,312 0.03% 0.03% 212 0 0.0% Q3 2026 Oct 28, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 16,739 2,120 0.01% 0.01% 213 -418 -2.44% Q3 2026 Nov 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 13,500 2,118 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 13, 2026
Aventail Capital Group, LP History No change 13,498 2,118 0.12% 0.12% 215 0 0.0% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History No change 16,630 2,107 0.0% 0.01% 216 0 0.0% Q3 2026 Oct 29, 2026
South Dakota Investment Council History No change 13,383 2,101 0.04% 0.04% 217 0 0.0% Q2 2026 Aug 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 16,500 2,090 0.01% 0.01% 218 -300 -1.79% Q3 2026 Oct 27, 2026
Ameritas Investment Partners, Inc. History No change 13,202 2,072 0.06% 0.06% 219 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 12,995 2,039 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 14, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Reduced 16,069 2,036 0.06% 0.08% 221 -198 -1.22% Q3 2026 Oct 22, 2026
Genus Capital Management Inc. History New 16,060 2,034 0.2% — 222 +16,060 New Q3 2026 Nov 04, 2026
SG Capital Management LLC History No change 12,718 1,996 0.16% 0.16% 223 0 0.0% Q2 2026 Aug 07, 2026
Summit Trail Advisors, LLC History No change 12,520 1,965 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 12,247 1,922 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 05, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History Reduced 15,118 1,915 0.57% 0.69% 226 -145 -0.95% Q3 2026 Oct 30, 2026
Dynamic Advisor Solutions LLC History Added to 14,592 1,848 0.05% 0.06% 227 +263 1.84% Q3 2026 Oct 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 14,529 1,840 0.02% 0.03% 228 -341 -2.29% Q3 2026 Oct 29, 2026
Vestmark Advisory Solutions, Inc. History No change 11,512 1,806 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History Reduced 14,214 1,801 0.05% 0.07% 230 -355 -2.44% Q3 2026 Nov 05, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 14,100 1,787 0.04% 0.06% 231 0 0.0% Q3 2026 Nov 05, 2026
BECK MACK & OLIVER LLC History No change 11,298 1,773 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 11,301 1,773 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 14, 2026
ABN AMRO INVESTMENT SOLUTIONS History Reduced 13,949 1,767 0.01% 0.02% 234 -170 -1.2% Q3 2026 Oct 21, 2026
CAPTRUST FINANCIAL ADVISORS History No change 11,146 1,749 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
DnB Asset Management AS History No change 10,943 1,717 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 10,749 1,687 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 12, 2026
Cannon Advisors, Inc. History Reduced 12,398 1,571 0.91% 1.17% 238 -328 -2.58% Q3 2026 Oct 14, 2026
Guinness Asset Management LTD History Added to 12,200 1,545 0.02% 0.01% 239 +8,760 254.65% Q3 2026 Nov 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 9,749 1,530 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 10, 2026
Entropy Technologies, LP History No change 9,652 1,514 0.06% 0.06% 241 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 9,644 1,513 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 03, 2026
OSAIC HOLDINGS, INC. History No change 9,549 1,498 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 9,471 1,486 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 13, 2026
Campbell & CO Investment Adviser LLC History No change 9,337 1,465 0.08% 0.08% 245 0 0.0% Q2 2026 Aug 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 11,326 1,429 0.0% 0.0% 246 +3,551 45.67% Q3 2026 Oct 13, 2026
Focus Partners Wealth History No change 8,990 1,411 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 12, 2026
Jump Financial, LLC History No change 8,775 1,377 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 9,019 1,361 0.07% 0.07% 249 0 0.0% Q2 2026 Jul 28, 2026
Kingsview Wealth Management, LLC History No change 8,529 1,338 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 18, 2026
CREDIT AGRICOLE S A History No change 8,500 1,334 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 14, 2026
M&G Plc History Added to 10,420 1,323 0.01% 0.0% 253 +4,075 64.22% Q3 2026 Nov 04, 2026
ABSHER WEALTH MANAGEMENT, LLC History Added to 10,445 1,323 0.15% 0.13% 252 +2,933 39.04% Q3 2026 Nov 02, 2026
BDF-GESTION History Reduced 10,370 1,313 0.18% 4.08% 254 -1,316 -11.26% Q3 2026 Oct 19, 2026
CITIGROUP INC History Reduced 10,181 1,290 0.0% 0.0% 255 -10,174 -49.98% Q3 2026 Nov 04, 2026
BENJAMIN EDWARDS INC History No change 8,167 1,281 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 24, 2026
Pacer Advisors, Inc. History No change 8,146 1,279 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 8,145 1,278 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 13, 2026
Illinois Municipal Retirement Fund History Added to 9,780 1,239 0.01% 0.02% 259 +46 0.47% Q3 2026 Nov 05, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 9,612 1,217 0.01% 0.01% 260 +1,088 12.76% Q3 2026 Nov 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 7,704 1,209 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 19, 2026
INCEPTIONR LLC History No change 7,628 1,197 0.29% 0.29% 262 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History Reduced 9,322 1,181 0.0% 0.0% 263 -237 -2.48% Q3 2026 Nov 02, 2026
Oak Thistle LLC History New 9,291 1,177 0.11% — 264 +9,291 New Q3 2026 Oct 21, 2026
AA Financial Advisors, LLC History Reduced 9,176 1,162 0.14% 0.18% 265 -304 -3.21% Q3 2026 Oct 19, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 7,402 1,161 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,389 1,160 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 10, 2026
FEDERATED HERMES, INC. History No change 7,312 1,147 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 12, 2026
Foresight Group Ltd Liability Partnership History No change 7,035 1,106 0.2% 0.2% 269 0 0.0% Q2 2026 Jul 27, 2026
XPONANCE LLC History Reduced 8,294 1,050 0.01% 0.01% 270 -378 -4.36% Q3 2026 Nov 03, 2026
ODDO BHF ASSET MANAGEMENT SAS History No change 6,649 1,043 0.05% 0.05% 271 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 6,624 1,039 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 6,518 1,023 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 07, 2026
Empowered Funds, LLC History No change 6,520 1,023 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
Vestcor Inc History No change 6,499 1,020 0.03% 0.03% 275 0 0.0% Q2 2026 Aug 11, 2026
Atria Investments, Inc History Added to 8,040 1,018 0.01% 0.01% 276 +61 0.76% Q3 2026 Oct 15, 2026
Independent Advisor Alliance History No change 6,478 1,016 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 12, 2026
Marshall Financial Group, LLC History No change 6,117 960 0.14% 0.14% 278 0 0.0% Q2 2026 Jul 17, 2026
PFG Investments, LLC History No change 6,056 950 0.04% 0.04% 279 0 0.0% Q2 2026 Jul 23, 2026
NOVEM GROUP History Added to 7,361 932 0.09% 0.11% 280 +374 5.35% Q3 2026 Oct 19, 2026
VERUS CAPITAL PARTNERS, LLC History New 7,312 926 0.05% — 281 +7,312 New Q3 2026 Nov 03, 2026
Cambria Investment Management, L.P. History No change 5,890 924 0.05% 0.05% 282 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 5,890 924 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 5,814 912 0.02% 0.02% 284 0 0.0% Q2 2026 Aug 11, 2026
Inspire Investing, LLC History Added to 7,134 903 0.04% 0.03% 285 +2,691 60.57% Q3 2026 Oct 22, 2026
Savant Capital, LLC History No change 5,849 882 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History New 6,920 876 0.01% — 287 +6,920 New Q3 2026 Nov 04, 2026
Y.D. More Investments Ltd History Added to 6,902 874 0.03% 0.03% 288 +109 1.6% Q3 2026 Nov 02, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 5,562 873 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 5,326 835 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 12, 2026
OFI INVEST ASSET MANAGEMENT History No change 6,062 832 0.01% 0.01% 291 0 0.0% Q2 2026 Jul 17, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 6,550 829 0.01% 0.0% 292 +4,698 253.67% Q3 2026 Oct 13, 2026
Cullen Capital Management, LLC History No change 5,184 813 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 5,159 809 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 04, 2026
QUADRANT CAPITAL GROUP LLC History Added to 6,351 804 0.02% 0.03% 295 +289 4.77% Q3 2026 Oct 20, 2026
Federation des caisses Desjardins du Quebec History No change 5,029 789 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 4,991 783 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 5,282 779 0.03% 0.03% 298 0 0.0% Q2 2026 Jul 23, 2026
Advisors Asset Management, Inc. History No change 4,708 738 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 4,564 716 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 11, 2026
Perigon Wealth Management, LLC History Added to 5,643 715 0.01% 0.01% 301 +1,143 25.4% Q3 2026 Oct 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 4,510 707 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 4,671 706 0.02% 0.02% 303 0 0.0% Q2 2026 Aug 11, 2026
Pathstone Holdings, LLC History No change 4,456 699 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 13, 2026
Stone House Investment Management, LLC History Added to 5,380 681 0.09% 0.11% 305 +5 0.09% Q3 2026 Oct 23, 2026
Neuberger Berman Group LLC History No change 4,196 658 0.0% 0.0% 306 0 0.0% Q2 2026 Oct 27, 2026
TRUIST FINANCIAL CORP History Reduced 5,180 656 0.0% 0.0% 307 -129 -2.43% Q3 2026 Oct 30, 2026
Blue Edge Capital, LLC History No change 4,012 629 0.08% 0.08% 308 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 4,000 627 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 3,957 621 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,913 614 0.01% 0.01% 311 0 0.0% Q2 2026 Sep 23, 2026
IMC-Chicago, LLC History Reduced 4,800 608 0.0% 0.0% 312 -3,171 -39.78% Q3 2026 Nov 05, 2026
Prime Capital Investment Advisors, LLC History Reduced 4,720 598 0.01% 0.01% 313 -3 -0.06% Q3 2026 Oct 20, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 4,700 595 0.0% 0.02% 314 -16,304 -77.62% Q3 2026 Oct 28, 2026
Utah Retirement Systems History No change 3,776 592 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 3,655 573 0.03% 0.03% 316 0 0.0% Q2 2026 Aug 13, 2026
Graver Capital Management, LLC History No change 3,647 572 0.41% 0.41% 317 0 0.0% Q2 2026 Aug 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 4,502 570 0.03% 0.03% 318 +470 11.66% Q3 2026 Nov 04, 2026
Maryland State Retirement & Pension System History No change 3,628 569 0.01% 0.01% 319 0 0.0% Q2 2026 Jul 30, 2026
BRAVE ASSET MANAGEMENT INC History No change 3,600 565 0.12% 0.12% 320 0 0.0% Q2 2026 Jul 08, 2026
EntryPoint Capital, LLC History No change 3,546 556 0.13% 0.13% 321 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History No change 4,318 547 0.0% 0.0% 322 0 0.0% Q3 2026 Nov 03, 2026
Crossmark Global Holdings, Inc. History Added to 4,296 544 0.01% 0.01% 323 +9 0.21% Q3 2026 Oct 21, 2026
D.B. Root & Company, LLC History Reduced 4,179 529 0.11% 0.14% 324 -42 -1.0% Q3 2026 Nov 04, 2026
Ethic Inc. History Reduced 4,124 522 0.01% 0.01% 325 -184 -4.27% Q3 2026 Nov 03, 2026
Apollon Wealth Management, LLC History Reduced 4,076 516 0.01% 0.01% 326 -692 -14.51% Q3 2026 Oct 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,226 506 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 3,966 502 0.01% 0.01% 328 +629 18.85% Q3 2026 Oct 27, 2026
Callan Family Office, LLC History No change 3,154 495 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History Added to 3,791 487 0.01% 0.01% 330 +176 4.87% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 3,791 487 0.01% 0.01% 331 +176 4.87% Q3 2026 Oct 20, 2026
Valeo Financial Advisors, LLC History Added to 3,834 485 0.01% 0.01% 332 +1,162 43.49% Q3 2026 Oct 08, 2026
Gibbs Wealth Management History Added to 3,789 480 0.05% 0.07% 333 +45 1.2% Q3 2026 Oct 22, 2026
SCOTIA CAPITAL INC. History No change 3,057 479 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 11, 2026
RWC Asset Management LLP History Added to 3,727 472 0.02% 0.02% 335 +124 3.44% Q3 2026 Oct 22, 2026
US BANCORP \DE\ History Added to 3,624 459 0.0% 0.0% 336 +582 19.13% Q3 2026 Nov 05, 2026
Journey Advisory Group, LLC History Added to 3,629 459 0.03% 0.04% 337 +1 0.03% Q3 2026 Nov 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 3,532 447 0.0% 0.01% 338 +124 3.64% Q3 2026 Oct 30, 2026
17 CAPITAL PARTNERS, LLC History No change 2,761 433 0.2% 0.2% 339 0 0.0% Q2 2026 Aug 06, 2026
SYON CAPITAL LLC History No change 2,765 433 0.02% 0.02% 340 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 2,736 429 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 14, 2026
Skandinaviska Enskilda Banken AB (publ) History No change 2,727 428 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 10, 2026
Cetera Trust Company, N.A History No change 2,730 428 0.21% 0.21% 343 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 2,694 422 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 3,318 420 0.01% 0.0% 345 +1,759 112.83% Q3 2026 Oct 27, 2026
AXS Investments LLC History No change 3,300 418 0.04% 0.15% 346 0 0.0% Q3 2026 Nov 04, 2026
Dempze Nancy E History No change 2,650 415 0.2% 0.2% 347 0 0.0% Q2 2026 Aug 12, 2026
ELCO Management Co., LLC History Reduced 3,195 404 0.19% 0.29% 348 -1,111 -25.8% Q3 2026 Oct 14, 2026
Private Advisor Group, LLC History No change 2,531 397 0.0% 0.0% 349 0 0.0% Q2 2026 Jul 27, 2026
ISTHMUS PARTNERS, LLC History Added to 3,132 396 0.04% 0.05% 350 +132 4.4% Q3 2026 Oct 21, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History New 3,097 392 0.0% — 351 +3,097 New Q3 2026 Oct 15, 2026
Focus Financial Network, Inc. History Added to 2,953 374 0.01% 0.01% 353 +1 0.03% Q3 2026 Oct 14, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,386 374 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 2,309 362 0.02% 0.02% 354 0 0.0% Q2 2026 Aug 12, 2026
Ballentine Partners, LLC History No change 2,299 360 0.0% 0.0% 355 0 0.0% Q2 2026 Jul 17, 2026
INTRUST BANK NA History No change 2,287 358 0.03% 0.03% 356 0 0.0% Q2 2026 Aug 05, 2026
Penserra Capital Management LLC History No change 2,280 357 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Reduced 2,763 350 0.0% 0.0% 358 -918 -24.94% Q3 2026 Oct 08, 2026
Baker Avenue Asset Management, LP History No change 2,220 348 0.01% 0.01% 359 0 0.0% Q2 2026 Jul 28, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 2,213 347 0.06% 0.06% 360 0 0.0% Q2 2026 Aug 04, 2026
Institute for Wealth Management, LLC. History No change 2,207 346 0.03% 0.03% 361 0 0.0% Q2 2026 Jul 28, 2026
ProShare Advisors LLC History Reduced 2,665 337 0.0% 0.0% 362 -162 -5.73% Q3 2026 Oct 28, 2026
Nykredit A/S History No change 2,064 323 0.0% 0.0% 363 0 0.0% Q2 2026 Sep 08, 2026
Welch Financial Planning, LLC History No change 2,000 313 0.18% 0.18% 364 0 0.0% Q2 2026 Jul 14, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 1,983 311 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 14, 2026
Outlook Wealth Advisors, LLC History Reduced 2,435 308 0.07% 0.09% 367 -342 -12.32% Q3 2026 Oct 28, 2026
CIBC Asset Management Inc History No change 2,432 308 0.0% 0.0% 366 0 0.0% Q3 2026 Nov 05, 2026
Chicago Partners Investment Group LLC History Added to 2,361 307 0.01% 0.01% 368 +83 3.64% Q3 2026 Oct 26, 2026
SUMMIT SECURITIES GROUP LLC History New 2,394 303 0.03% — 369 +2,394 New Q3 2026 Nov 05, 2026
Sterling Capital Management LLC History Reduced 2,383 301 0.01% 0.01% 371 -43 -1.77% Q3 2026 Oct 22, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 1,919 301 0.16% 0.16% 370 0 0.0% Q2 2026 Jul 29, 2026
Portside Wealth Group, LLC History Reduced 2,356 298 0.03% 0.05% 374 -322 -12.02% Q3 2026 Oct 20, 2026
GREAT LAKES ADVISORS, LLC History No change 1,904 298 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 10, 2026
MQS Management LLC History No change 1,900 298 0.36% 0.36% 373 0 0.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History Reduced 2,340 296 0.0% 0.0% 375 -939 -28.64% Q3 2026 Nov 04, 2026
Fifth Third Wealth Advisors LLC History Added to 2,310 292 0.01% 0.01% 376 +29 1.27% Q3 2026 Oct 22, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 2,295 290 0.0% 0.0% 377 +39 1.73% Q3 2026 Nov 02, 2026
SkyView Investment Advisors, LLC History No change 1,800 283 0.22% 0.22% 378 0 0.0% Q2 2026 Sep 14, 2026
North Dakota State Investment Board History Added to 2,215 280 0.01% 0.01% 381 +114 5.43% Q3 2026 Oct 27, 2026
Trueblood Wealth Management, LLC History Added to 2,214 280 0.1% 0.12% 380 +3 0.14% Q3 2026 Oct 23, 2026
Steward Partners Investment Advisory, LLC History No change 1,784 280 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 13, 2026
OARSMAN CAPITAL, INC. History Added to 2,194 278 0.03% 0.02% 382 +821 59.8% Q3 2026 Nov 05, 2026
TCW GROUP INC History No change 1,768 277 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 03, 2026
Qsemble Capital Management, LP History No change 1,758 275 0.04% 0.04% 384 0 0.0% Q2 2026 Aug 03, 2026
SIH Partners, LLLP History No change 1,678 263 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 14, 2026
SEB Asset Management AB History No change 2,080 263 0.0% 0.0% 386 0 0.0% Q3 2026 Nov 04, 2026
Trium Capital LLP History New 2,067 261 0.33% — 388 +2,067 New Q3 2026 Oct 16, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,663 261 0.0% 0.0% 387 0 0.0% Q2 2026 Sep 23, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 1,653 259 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 12, 2026
State of Wyoming History New 2,038 258 0.02% — 390 +2,038 New Q3 2026 Oct 28, 2026
Banque Cantonale Vaudoise History No change 1,635 257 0.04% 0.04% 391 0 0.0% Q2 2026 Jul 31, 2026
Axxion S.A. History Added to 2,009 254 0.02% 0.02% 393 +217 12.11% Q3 2026 Oct 22, 2026
JB Capital LLC History No change 2,007 254 0.01% 0.01% 392 0 0.0% Q3 2026 Oct 19, 2026
GAMMA Investing LLC History Added to 1,999 253 0.01% 0.01% 395 +233 13.19% Q3 2026 Oct 08, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 2,000 253 0.0% 0.0% 394 0 0.0% Q3 2026 Oct 29, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 1,990 252 0.01% 0.02% 396 -140 -6.57% Q3 2026 Nov 03, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,966 249 0.0% 0.0% 397 -34 -1.7% Q3 2026 Oct 26, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History Added to 1,942 246 0.06% 0.06% 398 +485 33.29% Q3 2026 Oct 16, 2026
Wedmont Private Capital History Added to 1,898 239 0.01% 0.01% 400 +381 25.12% Q3 2026 Oct 09, 2026
HUB Investment Partners, LLC History Added to 1,891 239 0.0% 0.0% 399 +360 23.51% Q3 2026 Nov 03, 2026
AlphaGrep UK Ltd History No change 1,520 238 0.07% 0.07% 401 0 0.0% Q2 2026 Aug 14, 2026
Emerald Investment Advisers, LLC History No change 1,510 237 0.02% 0.02% 402 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 1,507 236 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 06, 2026
Brevan Howard Capital Management LP History No change 1,498 235 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 14, 2026
Hartree Partners, LP History No change 1,500 235 0.05% 0.05% 405 0 0.0% Q2 2026 Aug 12, 2026
Kera Capital Partners, Inc. History No change 1,489 233 0.02% 0.02% 406 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 1,833 232 0.0% 0.0% 407 +504 37.92% Q3 2026 Nov 02, 2026
Compound Planning, Inc. History Added to 1,814 229 0.01% 0.01% 409 +134 7.98% Q3 2026 Nov 05, 2026
Claret Asset Management Corp History No change 1,461 229 0.02% 0.02% 408 0 0.0% Q2 2026 Jul 27, 2026
Kiker Wealth Management, LLC History No change 1,448 227 0.09% 0.09% 410 0 0.0% Q2 2026 Jul 30, 2026
Vise Technologies, Inc. History New 1,790 226 0.0% — 411 +1,790 New Q3 2026 Oct 28, 2026
MOODY ALDRICH PARTNERS LLC History No change 1,779 225 0.04% 0.05% 412 0 0.0% Q3 2026 Oct 27, 2026
Fiduciary Alliance LLC History No change 1,765 223 0.02% 0.02% 413 0 0.0% Q3 2026 Oct 13, 2026
SIG BROKERAGE, LP History No change 1,412 221 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History Added to 1,742 220 0.0% 0.0% 415 +3 0.17% Q3 2026 Nov 03, 2026
HB Wealth Management, LLC History Added to 1,715 217 0.0% 0.0% 416 +110 6.85% Q3 2026 Oct 23, 2026
NORDEN GROUP LLC History Reduced 1,690 214 0.02% 0.03% 417 -328 -16.25% Q3 2026 Oct 20, 2026
First Bank & Trust History Added to 1,666 211 0.03% 0.04% 418 +87 5.51% Q3 2026 Oct 16, 2026
Modern Wealth Management, LLC History No change 1,317 206 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 13, 2026
Accredited Investors Inc. History Added to 1,622 205 0.01% 0.01% 421 +19 1.19% Q3 2026 Nov 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,307 205 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 13, 2026
Boston Trust Walden Corp History No change 1,625 205 0.0% 0.0% 422 0 0.0% Q3 2026 Oct 30, 2026
Knollwood Investment Advisory, LLC History No change 1,300 204 0.02% 0.02% 423 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 1,296 203 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 13, 2026
Balance Wealth Partners LLC History No change 1,548 196 0.05% 0.06% 425 0 0.0% Q3 2026 Oct 27, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,510 191 0.0% 0.0% 426 -2,881 -65.61% Q3 2026 Oct 20, 2026
TRUST CO OF VERMONT History Added to 1,438 182 0.01% 0.01% 427 +46 3.3% Q3 2026 Oct 21, 2026
UMB Bank, n.a. History No change 1,137 178 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 13, 2026
Fulcrum Asset Management LLP History New 1,372 176 0.01% — 429 +1,372 New Q3 2026 Nov 04, 2026
SIGNATUREFD, LLC History Added to 1,274 161 0.0% 0.0% 430 +507 66.1% Q3 2026 Oct 23, 2026
Groupe la Francaise History No change 1,000 156 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 25, 2026
Dixon Mitchell Investment Counsel Inc. History No change 942 147 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History Added to 1,154 146 0.0% 0.0% 433 +596 106.81% Q3 2026 Nov 05, 2026
Parallel Advisors, LLC History Added to 1,135 143 0.0% 0.0% 434 +188 19.85% Q3 2026 Nov 03, 2026
Anchor Investment Management, LLC History No change 839 131 0.01% 0.01% 435 0 0.0% Q2 2026 Sep 15, 2026
Spire Wealth Management History Added to 824 104 0.0% 0.0% 436 +1 0.12% Q3 2026 Oct 30, 2026
Arax Advisory Partners History No change 591 92 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 10, 2026
Quarry LP History No change 556 87 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 522 81 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 501 78 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 475 75 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 539 68 0.01% 0.01% 442 +67 14.19% Q3 2026 Oct 01, 2026
MCDONALD PARTNERS LLC History No change 500 63 0.01% 0.02% 443 0 0.0% Q3 2026 Nov 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 347 54 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 12, 2026
Heritage Family Offices, LLP History New 419 53 0.02% — 445 +419 New Q3 2026 Nov 02, 2026
VEGA INVESTMENT SOLUTIONS History No change 316 49 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 302 47 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 300 47 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 13, 2026
Avalon Trust Co History No change 270 42 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 06, 2026
WELLINGTON-ALTUS USA INC. History No change 270 37 0.03% 0.03% 450 0 0.0% Q2 2026 Sep 17, 2026
EverSource Wealth Advisors, LLC History Added to 259 32 0.0% 0.0% 451 +30 13.1% Q3 2026 Nov 04, 2026
Quantum Portfolio Management LLC History No change 201 31 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History Reduced 230 29 0.0% 0.01% 454 -2,351 -91.09% Q3 2026 Oct 16, 2026
Gen-Wealth Partners Inc History New 232 29 0.01% — 455 +232 New Q3 2026 Nov 04, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 233 29 0.0% 0.0% 453 0 0.0% Q3 2026 Oct 23, 2026
MATHER GROUP, LLC. History Added to 228 28 0.0% 0.0% 456 +24 11.76% Q3 2026 Oct 14, 2026
WPG Advisers, LLC History Reduced 226 28 0.02% 0.02% 457 -1 -0.44% Q3 2026 Oct 27, 2026
Geneos Wealth Management Inc. History No change 178 27 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 06, 2026
Index Technologies Group LLC History No change 172 26 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 14, 2026
Manchester Capital Management LLC History Added to 201 25 0.0% 0.0% 460 +1 0.5% Q3 2026 Oct 22, 2026
Allworth Financial LP History No change 163 25 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 167 24 0.0% 0.0% 462 0 0.0% Q2 2026 Jul 27, 2026
Oakworth Capital, Inc. History No change 191 24 0.0% 0.0% 463 0 0.0% Q3 2026 Oct 26, 2026
Strategic Advocates LLC History Added to 176 22 0.08% 0.07% 465 +59 50.43% Q3 2026 Nov 03, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 177 22 0.0% 0.0% 464 -6 -3.28% Q3 2026 Oct 05, 2026
Root Financial Partners, LLC History New 173 21 0.0% — 466 +173 New Q3 2026 Oct 21, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 155 19 0.01% 0.0% 468 +140 933.33% Q3 2026 Oct 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 151 19 0.0% 0.0% 467 0 0.0% Q3 2026 Nov 04, 2026
Smartleaf Asset Management LLC History No change 124 19 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 124 19 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 11, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 111 17 0.0% 0.0% 471 0 0.0% Q2 2026 Nov 03, 2026
GK Wealth Management LLC History New 121 15 0.01% — 475 +121 New Q3 2026 Oct 09, 2026
ROTHSCHILD INVESTMENT LLC History No change 100 15 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 101 15 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 31, 2026
Transamerica Financial Advisors, LLC History No change 100 15 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 14, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 109 13 0.0% — 478 +109 New Q3 2026 Oct 15, 2026
PRIVATE TRUST CO NA History No change 104 13 0.0% 0.0% 476 0 0.0% Q3 2026 Oct 20, 2026
SBI Securities Co., Ltd. History No change 108 13 0.0% 0.0% 477 0 0.0% Q3 2026 Oct 21, 2026
Signature Equity Partners, LLC History New 100 12 0.0% — 484 +100 New Q3 2026 Oct 29, 2026
Fortitude Family Office, LLC History Added to 100 12 0.0% 0.0% 482 +54 117.39% Q3 2026 Oct 14, 2026
CX Institutional History Reduced 97 12 0.0% 0.0% 480 -13 -11.82% Q3 2026 Oct 02, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 96 12 0.0% 0.0% 479 +2 2.13% Q3 2026 Oct 27, 2026
CVA Family Office, LLC History No change 77 12 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 07, 2026
Hickory Point Bank & Trust History No change 100 12 0.01% 0.01% 483 0 0.0% Q3 2026 Oct 01, 2026
True Wealth Design, LLC History Added to 90 11 0.0% 0.0% 486 +41 83.67% Q3 2026 Oct 13, 2026
FINANCIAL CONSULATE, INC History No change 91 11 0.0% 0.0% 485 0 0.0% Q3 2026 Oct 23, 2026
FIRST HORIZON CORP History Reduced 81 10 0.0% 0.0% 487 -42 -34.15% Q3 2026 Oct 26, 2026
Heritage Wealth Advisors History No change 66 10 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 14, 2026
LRI Investments, LLC History No change 70 10 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 14, 2026
ASSETMARK, INC History Added to 74 9 0.0% 0.0% 490 +12 19.35% Q3 2026 Oct 21, 2026
Triumph Capital Management History No change 77 9 0.0% 0.0% 491 0 0.0% Q3 2026 Oct 14, 2026
CoreCap Advisors, LLC History No change 75 9 0.0% 0.0% 492 0 0.0% Q3 2026 Oct 08, 2026
Itau Unibanco Holding S.A. History No change 53 8 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 14, 2026
Provenance Wealth Advisors, LLC History New 59 7 0.0% — 496 +59 New Q3 2026 Oct 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 58 7 0.0% 0.0% 494 -2 -3.33% Q3 2026 Oct 22, 2026
Crewe Advisors LLC History No change 50 7 0.0% 0.0% 495 0 0.0% Q2 2026 Jul 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 49 6 0.0% — 501 +49 New Q3 2026 Oct 09, 2026
Capital Advisors, Ltd. LLC History Added to 49 6 0.0% — 500 +46 1533.33% Q3 2026 Oct 27, 2026
JFS WEALTH ADVISORS, LLC History Reduced 50 6 0.0% 0.0% 499 -2 -3.85% Q3 2026 Nov 03, 2026
TOTH FINANCIAL ADVISORY CORP History No change 53 6 0.0% 0.0% 497 0 0.0% Q3 2026 Oct 08, 2026
EASTERN BANK History No change 50 6 0.0% 0.0% 498 0 0.0% Q3 2026 Oct 05, 2026
Steigerwald, Gordon & Koch Inc. History No change 38 5 0.0% 0.0% 502 0 0.0% Q2 2026 Jul 22, 2026
TD Waterhouse Canada Inc. History No change 41 5 0.0% 0.0% 503 0 0.0% Q3 2026 Oct 16, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 39 5 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History Added to 34 4 0.0% 0.0% 508 +24 240.0% Q3 2026 Nov 03, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 32 4 0.0% 0.0% 509 -12 -27.27% Q3 2026 Oct 19, 2026
Parkside Financial Bank & Trust History Added to 38 4 0.0% 0.0% 506 +8 26.67% Q3 2026 Oct 27, 2026
Financial Gravity Companies, Inc. History No change 27 4 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 05, 2026
Asset Dedication, LLC History No change 34 4 0.0% 0.0% 507 0 0.0% Q3 2026 Nov 02, 2026
CENTRAL TRUST Co History Reduced 29 3 0.0% 0.0% 510 -1 -3.33% Q3 2026 Nov 05, 2026
Cranbrook Wealth Management, LLC History No change 27 3 0.0% 0.0% 511 0 0.0% Q3 2026 Oct 28, 2026
High Note Wealth, LLC History No change 27 3 0.0% 0.0% 512 0 0.0% Q3 2026 Oct 27, 2026
Cromwell Holdings LLC History No change 24 3 0.0% 0.0% 513 0 0.0% Q3 2026 Oct 28, 2026
Silver Grove Financial Group, Inc. History No change 24 3 0.0% 0.0% 514 0 0.0% Q3 2026 Nov 05, 2026
Owl Creek Wealth Partners LLC History No change 30 3 0.0% 0.0% 515 0 0.0% Q3 2026 Oct 20, 2026
Blue Trust, Inc. History Reduced 16 2 0.0% 0.0% 518 -387 -96.03% Q3 2026 Oct 15, 2026
UMB Private Wealth Management, LLC History New 18 2 0.0% — 527 +18 New Q3 2026 Oct 19, 2026
GoalVest Advisory LLC History New 16 2 0.0% — 526 +16 New Q3 2026 Oct 02, 2026
Bare Financial Services, Inc History Added to 20 2 0.0% 0.0% 521 +11 122.22% Q3 2026 Nov 04, 2026
Creative Capital Management Investments LLC History Added to 21 2 0.0% 0.0% 519 +4 23.53% Q3 2026 Oct 27, 2026
Financial Network Wealth Advisors LLC History Added to 19 2 0.0% 0.0% 522 +2 11.76% Q3 2026 Oct 27, 2026
MANNING & NAPIER ADVISORS LLC History No change 13 2 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Trust, LLC History No change 17 2 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 06, 2026
Nemes Rush Group LLC History No change 17 2 0.0% 0.0% 520 0 0.0% Q3 2026 Nov 04, 2026
STANCE CAPITAL LLC History No change 18 2 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 14, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 16 2 0.0% 0.0% 524 0 0.0% Q2 2026 Jul 09, 2026
BFC Planning, Inc. History No change 19 2 0.0% 0.0% 525 0 0.0% Q2 2026 Oct 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 10 1 0.0% 0.01% 529 -495 -98.02% Q3 2026 Oct 13, 2026
Rossby Financial, LCC History Reduced 14 1 0.0% 0.0% 535 -36 -72.0% Q3 2026 Nov 05, 2026
Ascentis Wealth Management, LLC History New 14 1 0.0% — 537 +14 New Q3 2026 Nov 03, 2026
Burk Holdings LLC History New 11 1 0.0% — 539 +11 New Q3 2026 Nov 04, 2026
Elyxium Wealth, LLC History New 8 1 0.0% — 538 +8 New Q3 2026 Oct 27, 2026
Bell Investment Advisors, Inc History Added to 15 1 0.0% 0.0% 532 +4 36.36% Q3 2026 Oct 28, 2026
Bay Harbor Wealth Management, LLC History Added to 15 1 0.0% 0.0% 531 +3 25.0% Q3 2026 Nov 03, 2026
HARBOUR INVESTMENTS, INC. History No change 9 1 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 12, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 12 1 0.0% 0.0% 530 0 0.0% Q2 2026 Jul 27, 2026
DiNuzzo Private Wealth, Inc. History No change 11 1 0.0% 0.0% 533 0 0.0% Q3 2026 Oct 15, 2026
Rialto Wealth Management, LLC History No change 10 1 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 8 1 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 04, 2026
Achmea Investment Management B.V. History Closed out 0 0 — 0.4% — -102,883 -100.0% Q3 2026 Oct 30, 2026
Assenagon Asset Management S.A. History Closed out 0 0 — 0.01% — -26,815 -100.0% Q3 2026 Oct 15, 2026
Asset Management One Co., Ltd. History Closed out 0 0 — 0.01% — -13,671 -100.0% Q3 2026 Oct 27, 2026
CenterBook Partners LP History Closed out 0 0 — 0.04% — -4,766 -100.0% Q3 2026 Nov 02, 2026
Henshaw Capital LLC History Closed out 0 0 — 0.02% — -4,424 -100.0% Q3 2026 Nov 03, 2026
ALPS ADVISORS INC History Closed out 0 0 — 0.0% — -3,641 -100.0% Q3 2026 Nov 02, 2026
Summit Creek Advisors LLC History Closed out 0 0 — 0.12% — -2,170 -100.0% Q3 2026 Nov 03, 2026
PROFUND ADVISORS LLC History Closed out 0 0 — 0.01% — -1,500 -100.0% Q3 2026 Oct 28, 2026
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 — 0.0% — -1,474 -100.0% Q3 2026 Nov 02, 2026
New England Research & Management, Inc. History Closed out 0 0 — 0.09% — -1,450 -100.0% Q3 2026 Oct 16, 2026
Sepio Capital, LP History Closed out 0 0 — 0.01% — -1,439 -100.0% Q3 2026 Oct 22, 2026
Hamilton Capital, LLC History Closed out 0 0 — 0.01% — -1,389 -100.0% Q3 2026 Oct 08, 2026
Covestor Ltd History Closed out 0 0 — 0.03% — -378 -100.0% Q3 2026 Oct 30, 2026
Bullseye Investment Management, LLC History Closed out 0 0 — 0.01% — -119 -100.0% Q3 2026 Oct 29, 2026
SJS Investment Consulting Inc. History Reduced 4 0 — 0.0% — -59 -93.65% Q3 2026 Oct 26, 2026
Valued Wealth Advisors LLC History Reduced 7 0 — 0.0% — -21 -75.0% Q3 2026 Nov 05, 2026
LANARK FINANCIAL, INC. History Reduced 7 0 — 0.0% — -16 -69.57% Q3 2026 Oct 26, 2026
Latitude Advisors, LLC History New 7 0 — — — +7 New Q3 2026 Oct 27, 2026
First Command Advisory Services, Inc. History New 6 0 — — — +6 New Q3 2026 Nov 05, 2026
USA FINANCIAL FORMULAS History New 5 0 — — — +5 New Q3 2026 Oct 16, 2026
Physician Wealth Advisors, Inc. History New 4 0 — — — +4 New Q3 2026 Oct 20, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 16, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 3 0 — — — -3 -50.0% Q3 2026 Oct 16, 2026
BIRCH FINANCIAL GROUP, LLC History New 3 0 — — — +3 New Q3 2026 Oct 27, 2026
Birchwood Financial Partners, Inc. History New 3 0 — — — +3 New Q3 2026 Nov 02, 2026
Navigoe, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2026 Nov 03, 2026
Davis Capital Management History New 2 0 — — — +2 New Q3 2026 Oct 08, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 15, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 1 0 — — — -1 -50.0% Q3 2026 Oct 15, 2026
DecisionPoint Financial, LLC History Added to 6 0 — — — +1 20.0% Q3 2026 Oct 27, 2026
Retirement Wealth Solutions LLC History Reduced 5 0 — — — -1 -16.67% Q3 2026 Oct 07, 2026
Hughes Financial Services, LLC History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 30, 2026
Planning Strategies Inc. History Reduced 3 0 — — — -1 -25.0% Q3 2026 Oct 02, 2026
Signature Resources Capital Management, LLC History New 1 0 — — — +1 New Q3 2026 Oct 16, 2026
Caitong International Asset Management Co., Ltd History New 1 0 — — — +1 New Q3 2026 Oct 29, 2026
SouthState Bank Corp History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
AMERICAN NATIONAL BANK & TRUST History No change 4 0 — — — 0 0.0% Q3 2026 Oct 07, 2026
GHP Investment Advisors, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
IMA Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
USA FINANCIAL FORMULAS History No change 3 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Leonteq Securities AG History No change 3 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 7 0 — 0.0% — 0 0.0% Q3 2026 Oct 28, 2026
Financial Management Professionals, Inc. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
MV CAPITAL MANAGEMENT, INC. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Quaker Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Washington Trust Advisors, Inc. History No change 8 0 — 0.0% — 0 0.0% Q3 2026 Oct 22, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Sachetta, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
American Capital Advisory, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Principia Wealth Advisory, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Cornerstone Financial Management LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 28, 2026
3 FACTOR INDEXING, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026