W. P. Carey Inc. - WPC

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.
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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 33,172,035 2,371,800 0.04% 0.04% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 19,241,915 1,375,796 0.06% 0.06% 2 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 12,356,050 894,772 0.03% 0.03% 3 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 10,026,079 716,864 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 5,029,277 358,761 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 4,467,099 325,194 0.1% 0.1% 6 0 0.0% Q2 2026 Aug 03, 2026
Invesco Ltd. History No change 4,535,606 324,295 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 3,404,655 243,432 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 3,262,016 233,234 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,434,938 222,010 0.04% 0.04% 10 +88,374 2.64% Q3 2026 Nov 04, 2026
NORGES BANK History No change 2,847,221 203,576 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 2,647,763 189,315 0.04% 0.04% 12 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,270,499 162,340 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 2,096,115 149,872 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History Added to 2,309,977 149,293 0.02% 0.03% 15 +4,338 0.19% Q3 2026 Nov 05, 2026
MORGAN STANLEY History No change 2,047,971 146,430 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 2,019,951 144,426 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,790,679 128,033 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 1,787,749 127,824 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 1,481,307 108,876 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 12, 2026
EQUITY INVESTMENT CORP History Added to 1,635,484 105,701 1.99% 2.06% 21 +122,919 8.13% Q3 2026 Nov 04, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,407,605 100,643 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,260,182 90,103 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 1,075,671 76,910 0.11% 0.11% 24 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 1,031,277 73,736 0.78% 0.78% 25 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 941,268 67,300 0.1% 0.1% 26 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 938,424 67,142 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 905,905 64,772 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 809,338 57,889 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 793,572 56,740 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA INVESTMENTS, LP History No change 771,150 55,137 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 685,305 48,999 0.35% 0.35% 32 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 683,922 48,900 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 675,909 48,327 0.01% 0.01% 34 0 0.0% Q2 2026 Sep 23, 2026
FIRST TRUST ADVISORS LP History No change 671,883 48,039 0.03% 0.03% 35 0 0.0% Q2 2026 Aug 11, 2026
Robeco Institutional Asset Management B.V. History Reduced 737,660 47,674 0.06% 0.07% 36 -95,753 -11.49% Q3 2026 Oct 20, 2026
RHUMBLINE ADVISERS History No change 651,460 46,579 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 713,703 46,126 0.06% 0.07% 38 -61,907 -7.98% Q3 2026 Nov 02, 2026
CITADEL ADVISORS LLC History No change 624,475 44,649 0.01% 0.01% 39 0 0.0% Q2 2026 Sep 02, 2026
Swiss National Bank History No change 618,351 44,212 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 602,485 43,165 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 582,527 41,650 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 570,366 41,385 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 13, 2026
APG Asset Management US Inc. History No change 580,007 41,070 0.29% 0.29% 44 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 567,335 40,564 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 07, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 589,773 38,117 0.02% 0.03% 46 -31,167 -5.02% Q3 2026 Oct 29, 2026
CANADA LIFE ASSURANCE Co History No change 519,702 37,157 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 511,612 36,580 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 487,289 34,841 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 484,741 34,658 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 477,275 34,125 0.06% 0.06% 51 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 523,202 33,814 0.02% 0.02% 52 +17,510 3.46% Q3 2026 Nov 02, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 514,577 33,257 0.2% 0.25% 53 -66,800 -11.49% Q3 2026 Oct 28, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 444,792 31,802 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 444,334 31,769 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 490,561 31,704 0.02% 0.02% 56 +50,023 11.35% Q3 2026 Nov 04, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 441,604 31,574 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 431,844 30,876 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 431,432 30,847 0.07% 0.07% 59 0 0.0% Q2 2026 Aug 13, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 427,394 30,558 0.08% 0.08% 60 0 0.0% Q2 2026 Aug 12, 2026
Asset Management One Co., Ltd. History Added to 466,145 30,126 0.08% 0.08% 61 +30,022 6.88% Q3 2026 Oct 27, 2026
WELLS FARGO & COMPANY/MN History No change 420,900 30,094 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 401,495 28,706 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 388,247 27,759 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 24, 2026
Jain Global LLC History No change 387,879 27,733 0.11% 0.11% 65 0 0.0% Q2 2026 Aug 14, 2026
SEB Asset Management AB History Added to 427,624 27,637 0.1% 0.11% 66 +33,357 8.46% Q3 2026 Nov 04, 2026
FMR LLC History No change 353,469 25,272 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 349,083 24,959 0.05% 0.05% 68 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 348,452 24,914 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 347,547 24,849 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 344,828 24,655 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 12, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History No change 339,978 24,308 0.34% 0.34% 72 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 337,163 24,107 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 335,248 23,970 0.04% 0.04% 74 0 0.0% Q2 2026 Aug 06, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 334,738 23,933 0.94% 0.94% 75 0 0.0% Q2 2026 Aug 05, 2026
Arbejdsmarkedets Tillaegspension History Reduced 367,700 23,764 0.6% 0.58% 76 -5,300 -1.42% Q3 2026 Oct 30, 2026
Waverly Advisors, LLC History No change 332,200 23,752 0.14% 0.14% 77 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 326,900 23,634 0.08% 0.08% 78 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 326,351 23,334 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 321,328 22,974 0.07% 0.07% 80 0 0.0% Q2 2026 Aug 17, 2026
BROWN ADVISORY INC History No change 318,319 22,759 0.04% 0.04% 81 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 315,515 22,559 0.06% 0.06% 82 0 0.0% Q2 2026 Aug 14, 2026
Korea Investment CORP History No change 307,843 22,010 0.04% 0.04% 83 0 0.0% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 315,408 21,435 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 347,137 21,371 0.03% 0.03% 85 +89,987 34.99% Q3 2026 Oct 13, 2026
CITIGROUP INC History Reduced 326,167 21,080 0.01% 0.01% 86 -122,018 -27.22% Q3 2026 Nov 04, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 292,200 20,892 0.03% 0.03% 87 0 0.0% Q2 2026 Aug 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 284,847 20,366 0.32% 0.32% 88 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 311,533 20,134 0.55% 0.59% 89 -1,846 -0.59% Q3 2026 Nov 04, 2026
Lighthouse Investment Partners, LLC History No change 276,126 19,743 0.54% 0.54% 90 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 274,113 19,599 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
HEITMAN REAL ESTATE SECURITIES LLC History No change 268,473 19,195 1.23% 1.23% 92 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 266,214 19,034 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 257,128 18,384 0.05% 0.05% 94 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 251,710 17,997 0.07% 0.07% 95 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 244,037 17,448 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 240,263 17,178 0.35% 0.35% 97 0 0.0% Q2 2026 Aug 06, 2026
Schonfeld Strategic Advisors LLC History No change 233,876 16,722 0.06% 0.06% 98 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 227,316 16,253 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 12, 2026
Carnegie Investment Counsel History Added to 247,404 15,989 0.32% 0.32% 100 +23,060 10.28% Q3 2026 Oct 20, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 221,265 15,822 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 218,886 15,651 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History Added to 236,706 15,298 0.01% 0.01% 103 +66,727 39.26% Q3 2026 Nov 02, 2026
Retirement Systems of Alabama History Added to 234,980 15,186 0.04% 0.05% 104 +4,605 2.0% Q3 2026 Nov 04, 2026
Gillson Capital LP History No change 211,582 15,128 0.89% 0.89% 105 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 202,355 14,468 0.01% 0.01% 106 0 0.0% Q2 2026 Sep 02, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 222,326 14,368 0.07% — 107 +222,326 New Q3 2026 Nov 03, 2026
CSM Advisors, LLC History No change 199,368 14,251 0.3% 0.3% 108 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 197,419 14,120 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History Added to 214,884 13,898 0.11% 0.3% 110 +44,600 26.19% Q3 2026 Oct 30, 2026
AVIVA PLC History No change 191,030 13,658 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 13, 2026
TECTONIC ADVISORS LLC History Added to 208,971 13,505 0.63% 0.67% 112 +15,315 7.91% Q3 2026 Oct 22, 2026
MIZUHO MARKETS AMERICAS LLC History No change 183,000 13,084 0.21% 0.21% 113 0 0.0% Q2 2026 Jul 24, 2026
Verdence Capital Advisors LLC History Reduced 200,248 12,942 0.55% 0.75% 114 -694 -0.35% Q3 2026 Oct 26, 2026
Pictet Asset Management Holding SA History Reduced 197,665 12,776 0.01% 0.02% 115 -30,315 -13.3% Q3 2026 Nov 03, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 175,367 12,538 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 10, 2026
MACQUARIE GROUP LTD History No change 172,418 12,327 0.05% 0.05% 117 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History Added to 190,088 12,285 0.14% 0.13% 118 +25,334 15.38% Q3 2026 Nov 05, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 186,272 12,039 0.02% 0.03% 119 -5,124 -2.68% Q3 2026 Oct 22, 2026
Arax Advisory Partners History No change 165,609 11,841 0.08% 0.08% 120 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History Added to 180,822 11,686 0.01% 0.02% 121 +5,280 3.01% Q3 2026 Oct 30, 2026
NOMURA HOLDINGS INC History No change 153,883 11,002 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 152,500 10,903 0.21% 0.21% 123 0 0.0% Q2 2026 Aug 12, 2026
Swedbank AB History Added to 162,465 10,500 0.01% 0.01% 124 +2,983 1.87% Q3 2026 Oct 27, 2026
Janney Montgomery Scott LLC History No change 146,492 10,474 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 05, 2026
Sequoia Financial Advisors, LLC History No change 139,129 9,947 0.05% 0.05% 126 0 0.0% Q2 2026 Jul 17, 2026
DekaBank Deutsche Girozentrale History Added to 151,082 9,902 0.01% 0.02% 127 +7,156 4.97% Q3 2026 Oct 27, 2026
VAN ECK ASSOCIATES CORP History No change 138,020 9,868 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
DANSKE BANK A/S History No change 133,238 9,526 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History Added to 147,183 9,512 0.02% 0.02% 130 +5,346 3.77% Q3 2026 Nov 02, 2026
CULLEN/FROST BANKERS, INC. History Added to 145,114 9,378 0.09% 0.1% 131 +1,976 1.38% Q3 2026 Oct 28, 2026
Resona Asset Management Co.,Ltd. History No change 127,691 9,329 0.04% 0.04% 132 0 0.0% Q2 2026 Jul 29, 2026
APG Asset Management N.V. History No change 148,301 9,274 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 126,552 9,048 0.04% 0.04% 134 0 0.0% Q2 2026 Aug 11, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 125,257 8,955 0.15% 0.15% 135 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Added to 134,986 8,722 0.09% 0.09% 136 +2,885 2.18% Q3 2026 Oct 15, 2026
Seneca House Advisors History No change 120,725 8,632 3.05% 3.05% 137 0 0.0% Q2 2026 Jul 31, 2026
Ensign Peak Advisors, Inc History No change 119,181 8,521 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 114,996 8,222 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 114,338 8,175 0.01% 0.01% 140 0 0.0% Q2 2026 Jul 29, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 113,671 8,127 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 113,491 8,114 0.04% 0.04% 142 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 113,459 8,112 0.01% 0.01% 143 0 0.0% Q2 2026 Sep 09, 2026
STRS OHIO History New 123,978 8,012 0.03% — 144 +123,978 New Q3 2026 Oct 30, 2026
Mediolanum International Funds Ltd History No change 108,099 7,945 0.07% 0.07% 145 0 0.0% Q2 2026 Jul 23, 2026
Rock Point Advisors, LLC History No change 110,733 7,917 1.94% 1.94% 146 0 0.0% Q2 2026 Aug 06, 2026
Uniplan Investment Counsel, Inc. History No change 107,753 7,704 0.72% 0.72% 147 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 106,781 7,634 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
WESTWOOD HOLDINGS GROUP INC History No change 104,644 7,482 0.06% 0.06% 149 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 104,021 7,437 0.01% 0.01% 150 0 0.0% Q2 2026 Jul 31, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 103,649 7,410 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 19, 2026
Prairiewood Capital, LLC History Added to 113,152 7,312 1.85% 1.99% 152 +5,898 5.5% Q3 2026 Oct 16, 2026
Daiwa Securities Group Inc. History Added to 112,752 7,287 0.01% 0.02% 153 +4,447 4.11% Q3 2026 Oct 29, 2026
MML INVESTORS SERVICES, LLC History No change 101,894 7,285 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 07, 2026
Pacer Advisors, Inc. History No change 100,168 7,162 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 13, 2026
Avior Wealth Management, LLC History Added to 110,425 7,136 0.19% 0.21% 156 +1,034 0.95% Q3 2026 Oct 13, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 109,813 7,097 0.04% 0.03% 157 +9,729 9.72% Q3 2026 Oct 15, 2026
Kestra Advisory Services, LLC History Added to 108,795 7,031 0.02% 0.02% 158 +1,456 1.36% Q3 2026 Nov 02, 2026
DAVENPORT & Co LLC History Added to 108,414 7,012 0.04% 0.04% 159 +2,121 2.0% Q3 2026 Oct 14, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 94,289 6,741 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 93,777 6,705 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 27, 2026
FRANKLIN RESOURCES INC History No change 93,184 6,662 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History Added to 101,427 6,555 0.05% 0.05% 163 +2,917 2.96% Q3 2026 Oct 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 100,410 6,484 0.01% 0.01% 164 -1,837 -1.8% Q3 2026 Nov 05, 2026
IFM Investors Pty Ltd History Added to 99,503 6,430 0.04% 0.04% 165 +5,128 5.43% Q3 2026 Oct 13, 2026
SEI INVESTMENTS CO History No change 88,139 6,301 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 14, 2026
Adams Asset Advisors, LLC History Added to 96,247 6,220 0.63% 0.74% 167 +5,365 5.9% Q3 2026 Oct 08, 2026
State of Tennessee, Department of Treasury History No change 85,763 6,132 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 84,861 6,067 0.08% 0.08% 169 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 84,662 6,053 0.24% 0.24% 170 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL PLC History No change 83,343 5,959 0.03% 0.03% 171 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 81,977 5,861 0.0% 0.0% 172 0 0.0% Q2 2026 Oct 27, 2026
Knights of Columbus Asset Advisors LLC History Reduced 90,256 5,833 0.29% 0.5% 173 -49,272 -35.31% Q3 2026 Nov 05, 2026
Wealthfront Advisers LLC History No change 80,736 5,772 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 07, 2026
ADVOCATE GROUP LLC History Reduced 89,159 5,762 0.89% 1.03% 175 -6,901 -7.18% Q3 2026 Oct 19, 2026
Nykredit A/S History No change 80,333 5,743 0.02% 0.02% 176 0 0.0% Q2 2026 Sep 08, 2026
New Age Alpha Advisors, LLC History No change 79,783 5,704 0.24% 0.24% 177 0 0.0% Q2 2026 Aug 13, 2026
Candriam S.C.A. History Reduced 86,386 5,603 0.02% 0.08% 178 -177,680 -67.29% Q3 2026 Nov 03, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 77,339 5,529 0.36% 0.36% 179 0 0.0% Q2 2026 Aug 11, 2026
NATIONAL BANK OF CANADA /FI/ History No change 76,911 5,499 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 10, 2026
Metis Global Partners, LLC History No change 76,695 5,483 0.12% 0.12% 181 0 0.0% Q2 2026 Aug 10, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 83,005 5,364 0.05% 0.06% 182 +336 0.41% Q3 2026 Oct 23, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 81,714 5,281 0.02% 0.02% 183 +10,771 15.18% Q3 2026 Oct 28, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 79,116 5,113 0.03% 0.04% 184 +1,907 2.47% Q3 2026 Oct 20, 2026
Te Ahumairangi Investment Management Ltd History No change 71,217 5,092 0.82% 0.82% 185 0 0.0% Q2 2026 Aug 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 78,235 5,056 0.53% 0.59% 186 -4,775 -5.75% Q3 2026 Oct 16, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 68,120 4,870 0.03% 0.03% 187 0 0.0% Q2 2026 Aug 12, 2026
Handelsbanken Fonder AB History No change 66,900 4,783 0.01% 0.01% 188 0 0.0% Q2 2026 Jul 10, 2026
Beacon Pointe Advisors, LLC History No change 66,884 4,782 0.02% 0.02% 189 0 0.0% Q2 2026 Aug 18, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 64,059 4,580 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 68,382 4,419 0.05% 0.06% 191 -1,624 -2.32% Q3 2026 Oct 22, 2026
Louisiana State Employees Retirement System History Added to 67,700 4,375 0.07% 0.07% 192 +2,500 3.83% Q3 2026 Oct 20, 2026
MACKENZIE FINANCIAL CORP History Added to 67,139 4,339 0.0% 0.0% 193 +4,910 7.89% Q3 2026 Nov 02, 2026
Cresset Asset Management, LLC History No change 58,912 4,267 0.02% 0.02% 194 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History Added to 65,918 4,260 0.01% 0.01% 195 +2,107 3.3% Q3 2026 Oct 22, 2026
Ashton Thomas Private Wealth, LLC History Added to 65,827 4,254 0.09% 0.09% 196 +3,000 4.78% Q3 2026 Nov 02, 2026
Dupree Financial Group, LLC History Added to 65,447 4,229 1.53% 1.69% 197 +2,271 3.59% Q3 2026 Oct 09, 2026
NATIXIS ADVISORS, LLC History No change 58,923 4,213 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 64,605 4,175 0.92% 0.99% 199 +2,798 4.53% Q3 2026 Oct 16, 2026
State of New Jersey Common Pension Fund D History No change 62,826 4,060 0.01% 0.02% 200 0 0.0% Q3 2026 Nov 05, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 61,500 3,974 0.02% 0.02% 201 +1,300 2.16% Q3 2026 Oct 27, 2026
Baird Financial Group, Inc. History No change 55,290 3,953 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History Reduced 60,833 3,931 0.02% 0.02% 203 -2,040 -3.24% Q3 2026 Nov 03, 2026
CIBC Bancorp USA Inc. History No change 54,364 3,876 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
Entropy Technologies, LP History No change 53,796 3,846 0.15% 0.15% 205 0 0.0% Q2 2026 Aug 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 56,625 3,660 0.03% 0.03% 206 -951 -1.65% Q3 2026 Oct 22, 2026
GSI Capital Advisors LLC History No change 50,570 3,615 1.71% 1.71% 207 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 50,105 3,582 0.04% 0.04% 208 0 0.0% Q2 2026 Aug 12, 2026
NewSquare Capital LLC History No change 50,073 3,580 0.26% 0.26% 209 0 0.0% Q2 2026 Jul 28, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 49,108 3,511 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 48,929 3,498 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 48,418 3,464 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 12, 2026
NEOS Investment Management LLC History Added to 53,305 3,445 0.01% 0.01% 213 +6,320 13.45% Q3 2026 Nov 04, 2026
Vestcor Inc History No change 47,585 3,402 0.08% 0.08% 214 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 47,524 3,397 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 47,414 3,390 0.05% 0.05% 216 0 0.0% Q2 2026 Aug 13, 2026
Andra AP-fonden History No change 47,300 3,381 0.04% 0.04% 217 0 0.0% Q2 2026 Sep 22, 2026
Meixler Investment Management, Ltd. History Added to 51,996 3,360 1.82% 1.61% 218 +11,192 27.43% Q3 2026 Nov 03, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 46,736 3,341 0.03% 0.03% 219 0 0.0% Q2 2026 Sep 23, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 46,627 3,333 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 12, 2026
Alpha Omega Wealth Management LLC History No change 51,334 3,317 0.5% 0.56% 221 0 0.0% Q3 2026 Oct 23, 2026
GUGGENHEIM CAPITAL LLC History No change 45,577 3,258 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 45,110 3,225 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 44,299 3,167 0.01% 0.01% 224 0 0.0% Q2 2026 Jul 27, 2026
Inspire Investing, LLC History Added to 48,438 3,130 0.13% 0.13% 225 +5,627 13.14% Q3 2026 Oct 22, 2026
ROMANO BROTHERS AND COMPANY History Reduced 47,485 3,068 0.31% 0.34% 226 -400 -0.84% Q3 2026 Oct 22, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 47,219 3,051 0.03% 0.04% 227 +1,200 2.61% Q3 2026 Oct 29, 2026
DnB Asset Management AS History No change 42,454 3,035 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 11, 2026
PEAK6 LLC History No change 42,194 3,016 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 12, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 46,600 3,012 0.08% 0.08% 230 +3,200 7.37% Q3 2026 Nov 05, 2026
Freedom Financial Partners LLC History Added to 46,514 3,006 0.98% 1.05% 231 +1,393 3.09% Q3 2026 Oct 19, 2026
ALLSTATE CORP History No change 41,515 2,968 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 40,992 2,930 0.08% 0.08% 233 0 0.0% Q2 2026 Aug 13, 2026
SummitTX Capital, L.P. History No change 40,395 2,888 0.07% 0.07% 234 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 44,663 2,886 0.06% 0.07% 235 -4,468 -9.09% Q3 2026 Oct 16, 2026
Rockefeller Capital Management L.P. History No change 39,346 2,813 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 13, 2026
Hazelview Securities Inc. History No change 39,407 2,810 0.39% 0.39% 237 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 39,177 2,801 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 14, 2026
Pensionfund PDN History Reduced 43,300 2,798 1.65% 1.69% 239 -2,500 -5.46% Q3 2026 Oct 05, 2026
TUDOR INVESTMENT CORP ET AL History No change 38,746 2,770 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 37,582 2,687 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Added to 41,509 2,682 0.02% 0.02% 242 +73 0.18% Q3 2026 Nov 03, 2026
Cerity Partners LLC History No change 35,905 2,567 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 35,778 2,558 0.02% 0.02% 244 0 0.0% Q2 2026 Aug 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 35,629 2,547 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 14, 2026
ASR Vermogensbeheer N.V. History Added to 38,758 2,504 0.02% 0.01% 246 +30,178 351.72% Q3 2026 Oct 16, 2026
Investmark Advisory Group LLC History Added to 38,042 2,458 0.8% 0.99% 247 +1,563 4.28% Q3 2026 Oct 27, 2026
Arkadios Wealth Advisors History No change 34,239 2,448 0.04% 0.04% 248 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 33,649 2,405 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 13, 2026
Utah Retirement Systems History No change 33,481 2,393 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 33,457 2,392 0.05% 0.05% 251 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History Reduced 36,733 2,374 0.04% 0.05% 252 -1,468 -3.84% Q3 2026 Nov 05, 2026
Jump Financial, LLC History No change 32,800 2,345 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 32,688 2,337 0.02% 0.02% 254 0 0.0% Q2 2026 Jul 23, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 32,311 2,310 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 13, 2026
UniSuper Management Pty Ltd History Added to 35,284 2,280 0.01% 0.01% 256 +3,200 9.97% Q3 2026 Oct 26, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 31,682 2,265 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 31,322 2,239 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 31,202 2,230 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 04, 2026
SG Americas Securities, LLC History No change 31,107 2,224 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 07, 2026
TORONTO DOMINION BANK History No change 31,079 2,222 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History Added to 34,265 2,214 0.04% 0.05% 262 +283 0.83% Q3 2026 Oct 21, 2026
GSA CAPITAL PARTNERS LLP History No change 30,908 2,210 0.14% 0.14% 263 0 0.0% Q2 2026 Aug 06, 2026
FEDERATED HERMES, INC. History No change 30,889 2,208 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 12, 2026
TD ASSET MANAGEMENT INC History No change 30,218 2,160 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 04, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 33,387 2,157 0.01% 0.01% 266 +4,576 15.88% Q3 2026 Nov 04, 2026
Weaver Consulting Group History Reduced 33,273 2,150 0.42% 0.49% 267 -177 -0.53% Q3 2026 Oct 07, 2026
Erste Asset Management GmbH History No change 29,100 2,138 0.02% 0.02% 268 0 0.0% Q2 2026 Jul 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 28,672 2,116 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
Capital Square, LLC History Reduced 32,466 2,098 0.93% 1.19% 270 -5,375 -14.2% Q3 2026 Oct 19, 2026
COMMERCE BANK History No change 29,307 2,095 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History Added to 32,092 2,074 0.0% 0.0% 272 +15,589 94.46% Q3 2026 Nov 04, 2026
IMC-Chicago, LLC History Added to 31,900 2,061 0.0% 0.0% 273 +11,700 57.92% Q3 2026 Nov 05, 2026
Machina Capital S.A.S. History Added to 30,719 1,985 0.28% 0.24% 274 +9,876 47.38% Q3 2026 Nov 05, 2026
KINTRA WEALTH, LLC History No change 27,097 1,937 0.1% 0.1% 275 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History Added to 29,534 1,908 0.0% 0.0% 276 +1,857 6.71% Q3 2026 Oct 21, 2026
SFMG, LLC History No change 26,362 1,884 0.11% 0.11% 277 0 0.0% Q2 2026 Aug 13, 2026
Avanza Fonder AB History No change 29,121 1,882 0.04% 0.05% 278 0 0.0% Q3 2026 Oct 13, 2026
Demars Financial Group, LLC History Added to 28,590 1,847 0.48% 0.46% 279 +5,331 22.92% Q3 2026 Oct 22, 2026
Integrated Wealth Concepts LLC History No change 25,699 1,837 0.01% 0.01% 280 0 0.0% Q2 2026 Sep 08, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 25,684 1,836 0.02% 0.02% 281 0 0.0% Q2 2026 Aug 06, 2026
COZAD ASSET MANAGEMENT INC History No change 25,186 1,800 0.12% 0.12% 282 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History Reduced 27,357 1,768 0.01% 0.01% 283 -922 -3.26% Q3 2026 Nov 03, 2026
Gradient Capital Advisors, LLC History Reduced 27,267 1,762 0.41% 0.46% 284 -523 -1.88% Q3 2026 Oct 21, 2026
Walleye Trading LLC History No change 24,445 1,747 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 03, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 26,748 1,728 0.49% 0.45% 286 +5,571 26.31% Q3 2026 Oct 19, 2026
Pathstone Holdings, LLC History No change 24,109 1,724 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 13, 2026
BridgePort Financial Solutions, LLC History Reduced 26,314 1,700 0.4% 0.48% 288 -336 -1.26% Q3 2026 Nov 02, 2026
US BANCORP \DE\ History Reduced 26,237 1,695 0.0% 0.0% 289 -1,114 -4.07% Q3 2026 Nov 05, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 23,709 1,695 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 12, 2026
Fiduciary Alliance LLC History Added to 26,155 1,690 0.13% 0.12% 291 +830 3.28% Q3 2026 Oct 13, 2026
HB Wealth Management, LLC History Added to 26,095 1,686 0.01% 0.01% 292 +4,884 23.03% Q3 2026 Oct 23, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 26,056 1,683 0.03% 0.03% 293 +4,753 22.31% Q3 2026 Oct 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 23,344 1,683 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 05, 2026
NorthRock Partners, LLC History No change 23,519 1,681 0.02% 0.02% 295 0 0.0% Q2 2026 Aug 11, 2026
EXCALIBUR MANAGEMENT CORP History Reduced 25,250 1,631 0.53% 0.61% 296 -464 -1.8% Q3 2026 Oct 30, 2026
OP Asset Management Ltd History No change 25,152 1,625 0.01% 0.02% 297 0 0.0% Q3 2026 Nov 05, 2026
Vanderbilt University History Added to 25,007 1,616 0.2% 0.23% 298 +1,092 4.57% Q3 2026 Nov 02, 2026
Naviter Wealth, LLC History No change 21,749 1,575 0.14% 0.14% 299 0 0.0% Q2 2026 Aug 07, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 22,000 1,573 0.02% 0.02% 300 0 0.0% Q2 2026 Aug 11, 2026
Belpointe Asset Management LLC History No change 21,715 1,552 0.05% 0.05% 301 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Partners LLC History No change 21,509 1,537 0.37% 0.37% 302 0 0.0% Q2 2026 Aug 05, 2026
Summit Trail Advisors, LLC History No change 21,491 1,536 0.02% 0.02% 303 0 0.0% Q2 2026 Aug 11, 2026
Apollon Wealth Management, LLC History Reduced 23,687 1,530 0.02% 0.02% 304 -504 -2.08% Q3 2026 Oct 23, 2026
HORAN Wealth, LLC History No change 21,250 1,519 0.19% 0.19% 305 0 0.0% Q2 2026 Aug 26, 2026
Penserra Capital Management LLC History No change 20,636 1,475 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 13, 2026
INSPIRION WEALTH ADVISORS, LLC History Added to 22,644 1,463 0.17% 0.18% 307 +212 0.95% Q3 2026 Oct 08, 2026
Frank, Rimerman Advisors LLC History Added to 22,498 1,454 0.08% 0.09% 309 +47 0.21% Q3 2026 Oct 16, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 20,336 1,454 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 19,812 1,435 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 12, 2026
Dockside LLC History No change 19,838 1,418 0.33% 0.33% 311 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Wealth, LLC History No change 19,618 1,402 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 10, 2026
Ethic Inc. History Reduced 21,631 1,397 0.02% 0.02% 313 -2,663 -10.96% Q3 2026 Nov 03, 2026
Cornerstone Wealth Management, LLC History Added to 21,560 1,393 0.06% 0.07% 314 +320 1.51% Q3 2026 Nov 04, 2026
Diversify Advisory Services, LLC History Reduced 21,583 1,391 0.02% 0.03% 315 -95 -0.44% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 21,583 1,391 0.02% 0.03% 316 -95 -0.44% Q3 2026 Oct 20, 2026
OSTRUM ASSET MANAGEMENT History No change 19,209 1,373 0.07% 0.07% 317 0 0.0% Q2 2026 Aug 13, 2026
Pensionfund Sabic History Reduced 21,104 1,364 1.65% 1.71% 319 -1,200 -5.38% Q3 2026 Oct 05, 2026
BANK OF NOVA SCOTIA History No change 19,085 1,364 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 12, 2026
Royal Fund Management, LLC History Added to 21,038 1,359 0.11% 0.12% 321 +1,089 5.46% Q3 2026 Oct 22, 2026
HANCOCK WHITNEY CORP History No change 19,014 1,359 0.02% 0.02% 320 0 0.0% Q2 2026 Aug 14, 2026
National Pension Service History No change 18,986 1,357 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 18,965 1,355 0.05% 0.05% 323 0 0.0% Q2 2026 Aug 10, 2026
Eurizon Capital SGR S.p.A. History No change 18,831 1,354 0.0% 0.0% 324 0 0.0% Q2 2026 Jul 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 20,727 1,339 0.01% 0.02% 325 -862 -3.99% Q3 2026 Oct 30, 2026
Clarion Wealth Managment Partners, LLC History No change 18,133 1,296 1.05% 1.05% 326 0 0.0% Q2 2026 Aug 12, 2026
New Insight Wealth Advisors History No change 18,054 1,290 0.38% 0.38% 327 0 0.0% Q2 2026 Jul 27, 2026
Arete Wealth Advisors, LLC History No change 18,025 1,288 0.09% 0.09% 328 0 0.0% Q2 2026 Aug 12, 2026
B. Metzler seel. Sohn & Co. AG History Added to 19,332 1,249 0.01% 0.0% 329 +11,388 143.35% Q3 2026 Oct 30, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 16,426 1,246 0.04% 0.04% 330 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Advisors History No change 17,401 1,244 0.09% 0.09% 331 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 17,170 1,227 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 13, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 18,942 1,224 0.13% 0.15% 333 -1,256 -6.22% Q3 2026 Oct 22, 2026
Ameritas Advisory Services, LLC History No change 16,933 1,210 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History Added to 18,483 1,194 0.01% 0.01% 335 +3,057 19.82% Q3 2026 Oct 15, 2026
Jupiter Topco LLC History No change 16,652 1,191 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Reduced 18,362 1,186 0.17% 0.19% 337 -32 -0.17% Q3 2026 Oct 19, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 17,745 1,163 0.0% 0.0% 338 +10,225 135.97% Q3 2026 Oct 20, 2026
Curi Capital, LLC History No change 16,074 1,162 0.02% 0.02% 339 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 16,255 1,162 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 16,187 1,157 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 11, 2026
Campbell & CO Investment Adviser LLC History No change 15,599 1,115 0.06% 0.06% 342 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 15,797 1,101 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 10, 2026
Saudi Central Bank History No change 15,350 1,097 0.01% 0.01% 344 0 0.0% Q2 2026 Jul 30, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 16,914 1,093 0.07% 0.09% 345 -158 -0.93% Q3 2026 Oct 13, 2026
Crossmark Global Holdings, Inc. History Reduced 16,869 1,090 0.01% 0.02% 346 -236 -1.38% Q3 2026 Oct 21, 2026
Samalin Investment Counsel, LLC History Reduced 16,835 1,088 0.34% 0.38% 347 -390 -2.26% Q3 2026 Oct 23, 2026
IHT Wealth Management, LLC History No change 15,221 1,088 0.02% 0.02% 348 0 0.0% Q2 2026 Aug 14, 2026
ASSOCIATED BANC-CORP History No change 16,725 1,080 0.03% 0.03% 349 0 0.0% Q3 2026 Oct 30, 2026
Gulf International Bank (UK) Ltd History No change 16,714 1,080 0.02% 0.02% 350 0 0.0% Q3 2026 Oct 20, 2026
Farther Finance Advisors, LLC History Reduced 16,683 1,078 0.01% 0.02% 351 -15,460 -48.1% Q3 2026 Oct 08, 2026
AXQ CAPITAL, LP History No change 15,051 1,076 0.12% 0.12% 352 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER & CO INC History Added to 16,581 1,071 0.01% 0.01% 353 +471 2.92% Q3 2026 Oct 26, 2026
Kovack Advisors, Inc. History No change 14,850 1,057 0.05% 0.05% 354 0 0.0% Q2 2026 Jul 28, 2026
Carnegie Lake Advisors LLC History Reduced 1,885 1,052 0.39% 0.43% 355 -14,401 -88.43% Q3 2026 Nov 03, 2026
Tidal Investments LLC History No change 14,635 1,046 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 13, 2026
Everstar Asset Management, LLC History No change 14,507 1,037 0.5% 0.5% 357 0 0.0% Q2 2026 Aug 03, 2026
PRUDENTIAL FINANCIAL INC History No change 14,183 1,014 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 14,185 1,014 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 12, 2026
Wealthstar Advisors, LLC History Added to 15,546 1,004 0.28% 0.32% 360 +50 0.32% Q3 2026 Oct 19, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 15,531 1,003 0.01% 0.0% 361 +12,098 352.4% Q3 2026 Oct 27, 2026
Investment Management Corp of Ontario History No change 14,018 1,002 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 14, 2026
Siemens Fonds Invest GmbH History No change 13,901 993 0.05% 0.05% 363 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 13,816 987 0.02% 0.02% 364 0 0.0% Q2 2026 Aug 12, 2026
Cullen Capital Management, LLC History No change 13,817 987 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 13, 2026
Kentucky Retirement Systems History No change 13,683 978 0.02% 0.02% 366 0 0.0% Q2 2026 Aug 14, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 14,939 965 0.01% 0.01% 367 +3,105 26.24% Q3 2026 Oct 21, 2026
Rakuten Investment Management, Inc. History Added to 14,482 955 0.0% 0.0% 368 +1,864 14.77% Q3 2026 Oct 30, 2026
Maryland State Retirement & Pension System History Added to 14,709 950 0.02% 0.01% 369 +3,311 29.05% Q3 2026 Nov 05, 2026
HOWE & RUSLING INC History No change 13,187 942 0.05% 0.05% 370 0 0.0% Q2 2026 Aug 10, 2026
LRI Investments, LLC History No change 13,143 939 0.08% 0.08% 371 0 0.0% Q2 2026 Jul 14, 2026
Pasadena Private Wealth, LLC History No change 12,966 927 0.12% 0.12% 372 0 0.0% Q2 2026 Aug 10, 2026
Founders Financial Alliance, LLC History No change 12,898 922 0.12% 0.12% 373 0 0.0% Q2 2026 Aug 04, 2026
Fideuram Asset Management (Ireland) dac History Reduced 12,249 921 0.02% 0.07% 375 -40,310 -76.69% Q3 2026 Oct 29, 2026
EP Wealth Advisors, LLC History No change 12,885 921 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 11, 2026
Applied Capital LLC/FL History Added to 14,161 915 0.36% 0.41% 376 +100 0.71% Q3 2026 Oct 07, 2026
VISTA INVESTMENT MANAGEMENT History No change 12,792 914 0.27% 0.27% 377 0 0.0% Q2 2026 Aug 12, 2026
Gateway Wealth Partners, LLC History No change 12,701 908 0.05% 0.05% 378 0 0.0% Q2 2026 Aug 04, 2026
PensionDanmark Pensionsforsikringsaktieselskab History Added to 14,032 906 0.01% 0.01% 380 +1,849 15.18% Q3 2026 Oct 19, 2026
Coppell Advisory Solutions LLC History No change 8,327 906 0.07% 0.07% 379 0 0.0% Q2 2026 Aug 14, 2026
Roof Eidam Maycock Peralta, LLC History Added to 14,003 905 0.17% 0.2% 381 +120 0.86% Q3 2026 Oct 15, 2026
Bahl & Gaynor LLC History No change 13,843 894 0.0% 0.0% 382 0 0.0% Q3 2026 Nov 05, 2026
Woodline Partners LP History No change 12,517 894 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History Reduced 13,797 891 0.01% 0.01% 385 -21 -0.15% Q3 2026 Oct 16, 2026
Merit Financial Group, LLC History No change 12,465 891 0.01% 0.01% 384 0 0.0% Q2 2026 Jul 20, 2026
Tower Research Capital LLC (TRC) History No change 12,188 871 0.02% 0.02% 386 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 12,138 867 0.03% 0.03% 387 0 0.0% Q2 2026 Jul 23, 2026
Financial Gravity Companies, Inc. History No change 12,112 866 0.14% 0.14% 388 0 0.0% Q2 2026 Aug 05, 2026
Cooper Financial Group History Reduced 13,193 852 0.07% 0.08% 389 -934 -6.61% Q3 2026 Oct 07, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 11,862 848 0.01% 0.01% 390 0 0.0% Q2 2026 Aug 10, 2026
Nicholas Hoffman & Company, LLC. History Reduced 13,071 844 0.02% 0.02% 391 -150 -1.13% Q3 2026 Oct 30, 2026
McGlone Suttner Wealth Management, Inc. History Added to 13,019 841 0.1% 0.11% 392 +109 0.84% Q3 2026 Oct 13, 2026
Redhawk Wealth Advisors, Inc. History Added to 12,975 838 0.08% 0.09% 393 +704 5.74% Q3 2026 Oct 14, 2026
Vident Advisory, LLC History No change 11,660 833 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 12, 2026
CIBC Asset Management Inc History Added to 12,753 824 0.0% 0.0% 395 +428 3.47% Q3 2026 Nov 05, 2026
Cambria Investment Management, L.P. History No change 11,466 819 0.04% 0.04% 396 0 0.0% Q2 2026 Aug 14, 2026
OMERS ADMINISTRATION Corp History No change 11,383 813 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 11,200 810 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 12, 2026
EFG International AG History No change 11,300 807 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 14, 2026
Stordahl Capital Management, Inc. History Reduced 12,457 805 0.15% 0.34% 400 -13,699 -52.37% Q3 2026 Oct 22, 2026
FAMILY WEALTH PARTNERS, LLC History Added to 12,438 803 0.24% 0.24% 401 +1,554 14.28% Q3 2026 Oct 19, 2026
World Investment Advisors History No change 11,545 798 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 11,165 798 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 03, 2026
STEPHENS INC /AR/ History No change 11,158 797 0.01% 0.01% 404 0 0.0% Q2 2026 Jul 29, 2026
RB Capital Management, LLC History No change 11,061 790 0.15% 0.15% 405 0 0.0% Q2 2026 Aug 17, 2026
Waldron Private Wealth LLC History Reduced 12,025 788 0.03% 0.03% 406 -16 -0.13% Q3 2026 Nov 02, 2026
Advisory Services Network, LLC History No change 10,856 776 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 12, 2026
CREDIT AGRICOLE S A History No change 10,789 771 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History Added to 11,925 770 0.01% 0.01% 409 +2,750 29.97% Q3 2026 Oct 28, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Added to 11,900 769 0.14% 0.15% 410 +400 3.48% Q3 2026 Oct 14, 2026
J. Safra Sarasin Holding AG History No change 11,324 769 0.01% 0.01% 411 0 0.0% Q3 2026 Oct 26, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 10,715 766 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT WEALTH GROUP LLC / CO History Reduced 11,841 765 0.05% 0.08% 413 -2,461 -17.21% Q3 2026 Oct 29, 2026
Compound Planning, Inc. History Added to 11,752 759 0.02% 0.02% 414 +1,270 12.12% Q3 2026 Nov 05, 2026
Modern Wealth Management, LLC History No change 10,561 755 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 10,502 750 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 10,437 746 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 11, 2026
Perigon Wealth Management, LLC History Added to 11,523 744 0.01% 0.01% 418 +813 7.59% Q3 2026 Oct 22, 2026
Legacy Capital Wealth Partners, LLC History Added to 11,351 733 0.15% 0.15% 419 +185 1.66% Q3 2026 Oct 21, 2026
WealthPlan Investment Management, LLC History Reduced 11,319 731 0.04% 0.04% 420 -584 -4.91% Q3 2026 Oct 15, 2026
MAI Capital Management History No change 10,161 726 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 14, 2026
Elo Mutual Pension Insurance Co History No change 10,080 720 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 13, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 10,038 717 0.17% 0.17% 423 0 0.0% Q2 2026 Aug 10, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History No change 10,004 715 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 07, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Reduced 10,971 709 0.18% 0.2% 425 -24 -0.22% Q3 2026 Oct 16, 2026
Prosperity Consulting Group, LLC History No change 9,886 706 0.03% 0.03% 426 0 0.0% Q2 2026 Aug 13, 2026
Invst, LLC History No change 9,819 702 0.07% 0.07% 427 0 0.0% Q2 2026 Aug 14, 2026
Norinchukin Bank, The History No change 9,818 701 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 14, 2026
BLB&B Advisors, LLC History Reduced 10,750 694 0.02% 0.03% 429 -300 -2.71% Q3 2026 Oct 27, 2026
DoubleLine ETF Adviser LP History No change 9,689 692 0.29% 0.29% 430 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 9,571 684 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 9,519 680 0.07% 0.07% 432 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 9,473 677 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 9,468 676 0.0% 0.0% 434 0 0.0% Q2 2026 Sep 23, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 10,300 665 0.13% 0.15% 435 0 0.0% Q3 2026 Oct 21, 2026
FIRST CITIZENS BANK & TRUST CO History New 10,283 664 0.01% — 436 +10,283 New Q3 2026 Oct 13, 2026
Laraway Financial Advisors Inc History No change 9,251 661 0.4% 0.4% 437 0 0.0% Q2 2026 Aug 03, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 10,102 658 0.01% 0.01% 438 -302 -2.9% Q3 2026 Oct 23, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Reduced 9,975 644 0.25% 0.29% 439 -200 -1.97% Q3 2026 Oct 23, 2026
Accel Wealth Management History Added to 9,950 643 0.14% 0.16% 440 +119 1.21% Q3 2026 Oct 13, 2026
Frec Markets, Inc. History No change 8,958 640 0.06% 0.06% 441 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Technology Lab Private Ltd History No change 8,881 635 0.14% 0.14% 442 0 0.0% Q2 2026 Aug 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 9,756 630 0.01% 0.01% 443 0 0.0% Q3 2026 Oct 23, 2026
Ballentine Partners, LLC History No change 8,697 621 0.01% 0.01% 444 0 0.0% Q2 2026 Jul 17, 2026
C2C Wealth Management, LLC History Added to 9,598 620 0.48% 0.54% 445 +9 0.09% Q3 2026 Oct 20, 2026
Canada Post Corp Registered Pension Plan History No change 8,653 618 0.02% 0.02% 446 0 0.0% Q2 2026 Jul 15, 2026
Colonial Trust Co / SC History No change 8,612 615 0.08% 0.08% 447 0 0.0% Q2 2026 Aug 11, 2026
WINTON GROUP Ltd History No change 8,600 614 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 07, 2026
Sagewood Asset Management LP History No change 8,497 607 0.14% 0.14% 449 0 0.0% Q2 2026 Jul 29, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 8,421 602 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 14, 2026
Old Port Advisors History Reduced 9,301 601 0.12% 0.13% 451 -29 -0.31% Q3 2026 Oct 23, 2026
FIL Ltd History No change 8,297 593 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 13, 2026
Accurate Wealth Management, LLC History Added to 9,289 592 0.05% 0.05% 453 +2,198 31.0% Q3 2026 Oct 20, 2026
Groupe la Francaise History No change 8,196 586 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 25, 2026
Brookwood Investment Group LLC History No change 8,183 585 0.07% 0.07% 455 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History Added to 9,031 583 0.04% 0.04% 456 +98 1.1% Q3 2026 Oct 30, 2026
Ninety One UK Ltd History New 8,865 572 0.0% — 457 +8,865 New Q3 2026 Oct 15, 2026
Chicago Partners Investment Group LLC History Added to 8,893 568 0.01% 0.01% 458 +3,288 58.66% Q3 2026 Oct 26, 2026
GeoWealth Management, LLC History No change 7,952 568 0.02% 0.02% 459 0 0.0% Q2 2026 Jul 30, 2026
AlphaGrep UK Ltd History No change 7,938 567 0.17% 0.17% 460 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 7,903 565 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 12, 2026
HighPoint Advisor Group LLC History No change 7,873 562 0.02% 0.02% 462 0 0.0% Q2 2026 Aug 05, 2026
ProShare Advisors LLC History Reduced 8,657 559 0.0% 0.0% 463 -130 -1.48% Q3 2026 Oct 28, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 7,830 559 0.03% 0.03% 464 0 0.0% Q2 2026 Aug 12, 2026
Hudson Portfolio Management LLC History No change 7,807 558 0.42% 0.42% 465 0 0.0% Q2 2026 Aug 12, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 8,622 557 0.02% 0.02% 466 +39 0.45% Q3 2026 Oct 26, 2026
Global Retirement Partners, LLC History No change 7,780 556 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 06, 2026
GLENMEDE TRUST CO NA History No change 7,711 551 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 10, 2026
FLC Capital Advisors History No change 7,635 545 0.09% 0.09% 469 0 0.0% Q2 2026 Jul 20, 2026
NorthCrest Asset Manangement, LLC History New 8,605 543 0.01% — 470 +8,605 New Q3 2026 Oct 09, 2026
OSSIAM History No change 7,591 542 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History Added to 8,228 531 0.04% 0.04% 472 +9 0.11% Q3 2026 Oct 26, 2026
Krane Funds Advisors LLC History No change 7,421 530 0.02% 0.02% 473 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 8,168 527 0.1% 0.11% 474 0 0.0% Q3 2026 Nov 05, 2026
COFG Advisors, LLC History No change 7,356 525 0.09% 0.09% 475 0 0.0% Q2 2026 Aug 14, 2026
TT Capital Management LLC History Reduced 7,919 511 0.37% 1.45% 476 -18,189 -69.67% Q3 2026 Oct 15, 2026
SHELTON CAPITAL MANAGEMENT History No change 7,097 507 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 6,902 493 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 14, 2026
VIRTUS ADVISERS, LLC History No change 6,906 493 0.19% 0.19% 479 0 0.0% Q2 2026 Aug 11, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 6,875 491 0.03% 0.03% 480 0 0.0% Q2 2026 Aug 07, 2026
Apella Capital, LLC History Added to 7,813 490 0.01% 0.01% 481 +243 3.21% Q3 2026 Oct 08, 2026
KOM Wealth Management Group, LLC History Added to 7,486 483 0.24% 0.32% 482 +94 1.27% Q3 2026 Oct 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 7,333 473 0.01% 0.0% 484 +3,020 70.02% Q3 2026 Nov 05, 2026
Diligent Investors, LLC History Added to 7,322 473 0.1% 0.12% 483 +24 0.33% Q3 2026 Oct 21, 2026
MQS Management LLC History No change 6,628 473 0.58% 0.58% 485 0 0.0% Q2 2026 Aug 07, 2026
Armstrong, Fleming & Moore, Inc History No change 7,315 472 0.16% 0.17% 486 0 0.0% Q3 2026 Oct 27, 2026
Synergy Asset Management, LLC History Reduced 7,212 466 0.04% 0.05% 487 -418 -5.48% Q3 2026 Nov 05, 2026
D.A. DAVIDSON & CO. History Added to 7,165 463 0.0% 0.0% 488 +425 6.31% Q3 2026 Oct 27, 2026
PARK AVENUE SECURITIES LLC History Reduced 7,121 460 0.0% 0.0% 489 -1,319 -15.63% Q3 2026 Oct 26, 2026
Round Rock Advisors LLC History No change 6,434 460 0.06% 0.06% 490 0 0.0% Q2 2026 Aug 12, 2026
Eldridge Investment Advisors, Inc. History No change 6,413 458 0.09% 0.09% 491 0 0.0% Q2 2026 Aug 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 6,384 456 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 13, 2026
CMH Wealth Management LLC History Reduced 6,934 454 0.07% 0.26% 493 -16,721 -70.69% Q3 2026 Oct 22, 2026
HUB Investment Partners, LLC History Added to 6,946 448 0.01% 0.01% 494 +1,543 28.56% Q3 2026 Nov 03, 2026
Essex Financial Services, Inc. History No change 6,249 446 0.02% 0.02% 495 0 0.0% Q2 2026 Aug 10, 2026
Gilbert & Cook, Inc. History No change 6,251 446 0.05% 0.05% 496 0 0.0% Q2 2026 Jul 28, 2026
Focus Financial Network, Inc. History Added to 6,889 445 0.01% 0.02% 498 +24 0.35% Q3 2026 Oct 14, 2026
Focus Partners Advisor Solutions, LLC History No change 6,235 445 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 06, 2026
North Dakota State Investment Board History Added to 6,820 440 0.02% 0.02% 499 +375 5.82% Q3 2026 Oct 27, 2026
Valeo Financial Advisors, LLC History Added to 6,806 439 0.01% 0.01% 500 +351 5.44% Q3 2026 Oct 08, 2026
Ignite Planners, LLC History Reduced 6,762 437 0.06% 0.07% 501 -173 -2.49% Q3 2026 Oct 14, 2026
E. Ohman J:or Asset Management AB History No change 6,750 436 0.01% 0.01% 502 0 0.0% Q3 2026 Oct 22, 2026
Axis Wealth Partners, LLC History No change 6,093 435 0.21% 0.21% 503 0 0.0% Q2 2026 Jul 28, 2026
HARBOUR INVESTMENTS, INC. History No change 6,081 434 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 12, 2026
Jacobs Equity LLC History No change 6,081 434 0.3% 0.3% 505 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History Reduced 6,711 433 0.01% 0.02% 506 -1,137 -14.49% Q3 2026 Oct 27, 2026
Equitable Holdings, Inc. History No change 6,053 432 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 17, 2026
First Affirmative Financial Network History New 6,610 427 0.09% — 508 +6,610 New Q3 2026 Oct 21, 2026
Sterling Capital Management LLC History Reduced 6,522 421 0.01% 0.01% 509 -1,011 -13.42% Q3 2026 Oct 22, 2026
Teamwork Financial Advisors, LLC History Reduced 6,514 420 0.05% 0.04% 510 -417 -6.02% Q3 2026 Oct 19, 2026
Avion Wealth History Added to 6,453 417 0.07% 0.09% 511 +20 0.31% Q3 2026 Nov 03, 2026
Tredje AP-fonden History No change 5,769 412 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Advisor Solutions LLC History Added to 6,355 410 0.01% 0.01% 513 +190 3.08% Q3 2026 Oct 13, 2026
Fifth Third Wealth Advisors LLC History Reduced 6,331 409 0.01% 0.01% 514 -318 -4.78% Q3 2026 Oct 22, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 5,678 405 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 14, 2026
Rockport Wealth LLC History No change 6,271 405 0.07% 0.08% 516 0 0.0% Q3 2026 Nov 03, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 6,256 404 0.08% 0.09% 517 -100 -1.57% Q3 2026 Oct 16, 2026
CENTAURUS FINANCIAL, INC. History No change 5,618 402 0.02% 0.02% 518 0 0.0% Q2 2026 Aug 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 6,208 401 0.0% 0.0% 519 +70 1.14% Q3 2026 Oct 28, 2026
DV Trading LLC History No change 5,618 401 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 14, 2026
HANOVER ADVISORS INC History No change 5,528 395 0.14% 0.14% 521 0 0.0% Q2 2026 Aug 12, 2026
DF DENT & CO INC History No change 5,464 390 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 5,463 390 0.0% 0.0% 523 0 0.0% Q2 2026 Jul 24, 2026
State of Wyoming History New 6,002 387 0.03% — 525 +6,002 New Q3 2026 Oct 28, 2026
CarsonAllaria Wealth Management, Ltd. History No change 5,425 387 0.17% 0.17% 524 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History Reduced 5,925 382 0.0% 0.01% 526 -1,044 -14.98% Q3 2026 Oct 23, 2026
Jacobi Capital Management LLC History Added to 5,912 382 0.02% 0.02% 527 +9 0.15% Q3 2026 Nov 05, 2026
Retirement Planning Co of New England, Inc. History Added to 5,878 379 0.14% 0.15% 529 +117 2.03% Q3 2026 Oct 15, 2026
Aptus Capital Advisors, LLC History No change 5,306 379 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 12, 2026
Hilltop Holdings Inc. History No change 5,297 378 0.03% 0.03% 530 0 0.0% Q2 2026 Aug 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 5,827 377 0.02% 0.02% 531 -673 -10.35% Q3 2026 Nov 03, 2026
Clearstead Advisors, LLC History No change 5,261 376 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 06, 2026
LAZARD ASSET MANAGEMENT LLC History No change 5,268 376 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 5,258 375 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 06, 2026
Stronghold Wealth Management L.L.C. History Added to 5,778 373 0.52% 0.55% 535 +38 0.66% Q3 2026 Oct 16, 2026
DRW Securities, LLC History No change 5,182 370 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History Reduced 5,705 368 0.0% 0.0% 538 -101 -1.74% Q3 2026 Oct 20, 2026
HUNTINGTON NATIONAL BANK History No change 5,153 368 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 13, 2026
Gutierrez Wealth Advisory, LLC History Added to 5,692 367 0.19% 0.23% 539 +8 0.14% Q3 2026 Nov 02, 2026
Western Wealth Management, LLC History No change 5,118 365 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 5,097 364 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 11, 2026
True North Advisors, LLC History Added to 5,533 362 0.03% 0.04% 542 +36 0.65% Q3 2026 Oct 22, 2026
Larson Financial Group LLC History Added to 5,591 361 0.01% 0.0% 543 +3,205 134.33% Q3 2026 Nov 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 5,642 360 0.02% 0.03% 544 -606 -9.7% Q3 2026 Nov 02, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 5,567 359 0.14% 0.18% 546 -155 -2.71% Q3 2026 Oct 21, 2026
Summit Wealth Group, LLC History No change 5,023 359 0.07% 0.07% 545 0 0.0% Q2 2026 Aug 04, 2026
Composition Wealth, LLC History No change 4,937 352 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 22, 2026
Verition Fund Management LLC History No change 4,916 351 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 14, 2026
Monument Capital Management History Reduced 5,429 350 0.07% 0.09% 549 -517 -8.69% Q3 2026 Oct 08, 2026
STACKSTONE WEALTH, LLC History New 5,370 347 0.03% — 550 +5,370 New Q3 2026 Oct 19, 2026
REGIONS FINANCIAL CORP History Added to 5,364 346 0.0% 0.0% 551 +148 2.84% Q3 2026 Nov 05, 2026
Per Stirling Capital Management, LLC. History No change 4,841 346 0.03% 0.03% 552 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History Reduced 5,322 343 0.0% 0.01% 553 -1,665 -23.83% Q3 2026 Oct 28, 2026
ADAPT WEALTH ADVISORS, LLC History No change 4,809 343 0.11% 0.11% 554 0 0.0% Q2 2026 Aug 12, 2026
SEEDS INVESTOR LLC History No change 4,805 343 0.04% 0.04% 555 0 0.0% Q2 2026 Aug 12, 2026
OSLO PENSJONSFORSIKRING AS History Added to 5,266 340 0.04% 0.01% 556 +4,291 440.1% Q3 2026 Oct 15, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 5,233 338 0.09% 0.11% 558 -200 -3.68% Q3 2026 Oct 19, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 4,737 338 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 10, 2026
Herold Advisors, Inc. History Added to 5,220 337 0.07% 0.07% 559 +15 0.29% Q3 2026 Oct 19, 2026
AlphaCore Capital LLC History Added to 5,150 335 0.01% 0.01% 560 +1,226 31.24% Q3 2026 Nov 04, 2026
Flagship Private Wealth, LLC History No change 5,196 335 0.12% 0.13% 561 0 0.0% Q3 2026 Nov 05, 2026
ADVISORTRUST PARTNERS, LLC History Reduced 5,168 334 0.1% 0.13% 564 -318 -5.8% Q3 2026 Nov 02, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 5,178 334 0.08% 0.09% 563 +66 1.29% Q3 2026 Oct 09, 2026
Family Legacy, Inc. History Added to 5,183 334 0.09% 0.1% 562 +26 0.5% Q3 2026 Oct 13, 2026
Fisher Asset Management, LLC History No change 4,638 331 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 04, 2026
Widmann Financial Services, Inc. History No change 4,618 330 0.18% 0.18% 566 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History Added to 5,088 329 0.0% 0.0% 567 +76 1.52% Q3 2026 Oct 28, 2026
BROOKFIELD Corp /ON/ History No change 4,588 328 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 14, 2026
TICINO WEALTH History No change 5,000 323 0.1% 0.11% 569 0 0.0% Q3 2026 Oct 13, 2026
DIVIDEND ASSETS CAPITAL, LLC History No change 4,500 321 0.06% 0.06% 570 0 0.0% Q2 2026 Aug 12, 2026
Verity Asset Management, Inc. History No change 4,938 319 0.12% 0.13% 571 0 0.0% Q3 2026 Oct 30, 2026
GAMMA Investing LLC History Reduced 4,915 317 0.01% 0.01% 573 -144 -2.85% Q3 2026 Oct 08, 2026
Ethos Financial Group, LLC History No change 4,447 317 0.02% 0.02% 572 0 0.0% Q2 2026 Aug 07, 2026
Allen Capital Group, LLC History Reduced 4,887 315 0.03% 0.03% 574 -639 -11.56% Q3 2026 Oct 27, 2026
Plato Investment Management Ltd History No change 4,853 314 0.02% 0.02% 575 0 0.0% Q3 2026 Nov 04, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 4,779 308 0.01% 0.01% 576 -241 -4.8% Q3 2026 Oct 20, 2026
Ascentis Independent Advisors History Added to 4,715 304 0.02% 0.12% 577 +4,072 633.28% Q3 2026 Nov 03, 2026
KPP Advisory Services LLC History Reduced 4,697 303 0.05% 0.04% 578 -200 -4.08% Q3 2026 Oct 26, 2026
Sigma Planning Corp History Reduced 4,682 302 0.01% 0.01% 580 -158 -3.26% Q3 2026 Oct 23, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History No change 4,219 302 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 07, 2026
SYON CAPITAL LLC History No change 4,216 301 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 14, 2026
Mystic Asset Management, Inc. History Added to 4,626 298 0.07% 0.07% 582 +200 4.52% Q3 2026 Oct 15, 2026
Capital Investment Advisors, LLC History Added to 4,605 297 0.0% 0.0% 584 +904 24.43% Q3 2026 Oct 22, 2026
PROFUND ADVISORS LLC History Reduced 4,606 297 0.01% 0.01% 583 -28 -0.6% Q3 2026 Oct 28, 2026
BURNEY CO/ History Reduced 4,589 296 0.01% 0.01% 585 -139 -2.94% Q3 2026 Oct 15, 2026
TWO SIGMA SECURITIES, LLC History No change 4,142 296 0.03% 0.03% 586 0 0.0% Q2 2026 Aug 14, 2026
Quadcap Wealth Management, LLC History Reduced 4,554 294 0.03% 0.04% 587 -895 -16.43% Q3 2026 Nov 02, 2026
Clear Creek Financial Management, LLC History Reduced 4,535 293 0.02% 0.02% 588 -132 -2.83% Q3 2026 Oct 28, 2026
INCEPTIONR LLC History No change 4,105 293 0.07% 0.07% 589 0 0.0% Q2 2026 Aug 10, 2026
Meeder Advisory Services, Inc. History No change 4,069 290 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 07, 2026
OneAscent Financial Services LLC History No change 4,053 289 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 11, 2026
OpenArc Corporate Advisory, LLC History New 4,467 288 0.0% — 594 +4,467 New Q3 2026 Oct 21, 2026
RFG Advisory, LLC History New 4,457 288 0.0% — 593 +4,457 New Q3 2026 Nov 03, 2026
NorthStar Asset Management LLC /NJ/ History No change 4,038 288 0.12% 0.12% 592 0 0.0% Q2 2026 Aug 05, 2026
PRINCIPAL SECURITIES, INC. History No change 4,027 287 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 04, 2026
Main Street Financial Solutions, LLC History No change 4,023 287 0.02% 0.02% 596 0 0.0% Q2 2026 Aug 07, 2026
Kathmere Capital Management, LLC History Reduced 4,427 286 0.01% 0.02% 598 -78 -1.73% Q3 2026 Oct 20, 2026
Bridgefront Capital, LLC History No change 4,009 286 0.08% 0.08% 597 0 0.0% Q2 2026 Aug 14, 2026
Basepoint Wealth LLC History No change 4,006 286 0.16% 0.16% 599 0 0.0% Q2 2026 Aug 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 4,415 285 0.01% 0.01% 600 +111 2.58% Q3 2026 Oct 23, 2026
Strathmore Capital Advisors, Inc. History No change 3,791 285 0.08% 0.08% 601 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 4,350 281 0.0% 0.0% 603 +854 24.43% Q3 2026 Oct 22, 2026
Apollon Financial, LLC History Reduced 4,358 281 0.03% 0.04% 602 -552 -11.24% Q3 2026 Oct 23, 2026
Symphony Financial, Ltd. Co. History Added to 4,305 279 0.02% 0.03% 604 +197 4.8% Q3 2026 Oct 22, 2026
Wealth Management Strategies, Inc. History No change 3,894 278 0.11% 0.11% 605 0 0.0% Q2 2026 Aug 17, 2026
Advocate Investing Services LLC History Added to 4,261 275 0.22% 0.23% 607 +1 0.02% Q3 2026 Oct 26, 2026
CreativeOne Wealth, LLC History No change 3,859 275 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 3,846 274 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 4,182 270 0.0% 0.0% 610 +163 4.06% Q3 2026 Nov 03, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 3,777 270 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 14, 2026
BARLOW WEALTH PARTNERS, LLC History No change 4,206 269 0.03% 0.03% 611 0 0.0% Q3 2026 Oct 15, 2026
TCW GROUP INC History No change 3,722 266 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 03, 2026
Perennial Investment Advisors, LLC History No change 3,726 266 0.02% 0.02% 613 0 0.0% Q2 2026 Aug 14, 2026
KEYNOTE FINANCIAL SERVICES LLC History No change 3,710 265 0.12% 0.12% 614 0 0.0% Q2 2026 Aug 03, 2026
Battery Global Advisors, LLC History No change 3,655 264 0.13% 0.13% 615 0 0.0% Q2 2026 Aug 12, 2026
PHILADELPHIA TRUST CO History No change 4,000 259 0.02% 0.02% 616 0 0.0% Q3 2026 Nov 05, 2026
Fiera Capital Corp History No change 3,627 259 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 07, 2026
M&G Plc History New 3,956 257 0.0% — 618 +3,956 New Q3 2026 Nov 04, 2026
SageView Advisory Group, LLC History No change 3,594 256 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 10, 2026
Portside Wealth Group, LLC History Added to 3,928 253 0.03% 0.03% 621 +319 8.84% Q3 2026 Oct 20, 2026
UMB Bank, n.a. History No change 3,545 253 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History Reduced 3,889 251 0.0% 0.0% 622 -84 -2.11% Q3 2026 Oct 29, 2026
Inspire Advisors, LLC History No change 3,517 251 0.02% 0.02% 623 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 3,523 251 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 03, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 3,872 250 0.01% 0.01% 628 -549 -12.42% Q3 2026 Nov 04, 2026
Insight Wealth Partners, LLC History Reduced 3,870 250 0.03% 0.04% 627 -8 -0.21% Q3 2026 Oct 26, 2026
Rafferty Asset Management, LLC History No change 3,509 250 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 14, 2026
King Wealth Management Group History No change 3,495 250 0.03% 0.03% 626 0 0.0% Q2 2026 Aug 05, 2026
SAGE RHINO CAPITAL LLC History Added to 3,842 248 0.04% 0.04% 629 +368 10.59% Q3 2026 Oct 27, 2026
Keystone Financial Services History No change 3,477 248 0.06% 0.06% 630 0 0.0% Q2 2026 Aug 05, 2026
Prospera Financial Services Inc History Added to 3,862 247 0.0% 0.0% 631 +91 2.41% Q3 2026 Nov 04, 2026
Sky Investment Group LLC History New 3,785 244 0.03% — 633 +3,785 New Q3 2026 Oct 30, 2026
CERTUITY, LLC History New 3,778 244 0.01% — 634 +3,778 New Q3 2026 Nov 02, 2026
EverSource Wealth Advisors, LLC History Added to 3,784 244 0.01% 0.01% 632 +1,348 55.34% Q3 2026 Nov 04, 2026
Rossby Financial, LCC History Added to 3,771 243 0.04% 0.04% 637 +602 19.0% Q3 2026 Nov 05, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 3,400 243 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 14, 2026
High Net Worth Advisory Group LLC History No change 3,770 243 0.05% 0.06% 636 0 0.0% Q3 2026 Oct 26, 2026
BFC Planning, Inc. History No change 3,401 243 0.01% 0.01% 638 0 0.0% Q2 2026 Oct 29, 2026
PRIVATE TRUST CO NA History Added to 3,710 239 0.02% 0.02% 639 +229 6.58% Q3 2026 Oct 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,347 239 0.01% 0.01% 640 0 0.0% Q2 2026 Jul 17, 2026
Physician Wealth Advisors, Inc. History No change 3,691 238 0.03% 0.03% 641 0 0.0% Q3 2026 Oct 20, 2026
FIFTH THIRD BANCORP History Reduced 3,647 235 0.0% 0.0% 642 -1,057 -22.47% Q3 2026 Nov 05, 2026
Revolve Wealth Partners, LLC History Added to 3,627 234 0.02% 0.03% 643 +229 6.74% Q3 2026 Oct 23, 2026
LexAurum Advisors, LLC History Added to 3,611 233 0.03% 0.03% 644 +13 0.36% Q3 2026 Oct 19, 2026
MATHER GROUP, LLC. History Reduced 3,584 231 0.0% 0.0% 645 -60 -1.65% Q3 2026 Oct 14, 2026
Callan Family Office, LLC History No change 3,244 231 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 11, 2026
Hilton Head Capital Partners, LLC History Added to 3,544 229 0.12% 0.01% 648 +3,222 1000.62% Q3 2026 Oct 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 3,208 229 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 10, 2026
D.B. Root & Company, LLC History Added to 3,515 227 0.05% 0.05% 650 +1 0.03% Q3 2026 Nov 04, 2026
Benin Management CORP History No change 3,520 227 0.04% 0.05% 649 0 0.0% Q3 2026 Oct 22, 2026
MOTCO History No change 3,170 226 0.02% 0.02% 651 0 0.0% Q2 2026 Jul 31, 2026
Rodgers Brothers Inc. History No change 3,150 225 0.02% 0.02% 652 0 0.0% Q2 2026 Aug 05, 2026
Wilmington Savings Fund Society, FSB History Added to 3,475 224 0.01% 0.01% 653 +175 5.3% Q3 2026 Oct 23, 2026
Meridian Wealth Management, LLC History Reduced 3,458 223 0.01% 0.01% 654 -134 -3.73% Q3 2026 Nov 05, 2026
WealthPLAN Partners, LLC History Added to 3,442 222 0.04% 0.05% 655 +94 2.81% Q3 2026 Oct 15, 2026
Virtue Capital Management, LLC History Added to 3,433 221 0.03% 0.03% 657 +579 20.29% Q3 2026 Oct 29, 2026
NATIXIS History No change 3,100 221 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 13, 2026
MKT Advisors LLC History Reduced 3,498 220 0.07% 0.1% 658 -996 -22.16% Q3 2026 Oct 20, 2026
Advyzon Investment Management, LLC History No change 3,090 220 0.02% 0.02% 659 0 0.0% Q2 2026 Aug 14, 2026
Detalus Advisors, LLC History No change 3,400 219 0.04% 0.05% 660 0 0.0% Q3 2026 Oct 15, 2026
Empower Advisory Group, LLC History No change 3,066 219 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 12, 2026
M Holdings Securities, Inc. History New 3,372 218 0.01% — 663 +3,372 New Q3 2026 Nov 03, 2026
CARRET ASSET MANAGEMENT, LLC History No change 3,384 218 0.02% 0.02% 662 0 0.0% Q3 2026 Nov 03, 2026
CENTRAL TRUST Co History Reduced 3,361 217 0.0% 0.0% 664 -200 -5.62% Q3 2026 Nov 05, 2026
Procyon Advisors, LLC History Reduced 3,315 214 0.01% 0.01% 668 -14 -0.42% Q3 2026 Oct 21, 2026
Brevan Howard Capital Management LP History No change 2,995 214 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 2,993 214 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 18, 2026
Mission Creek Capital Partners, Inc. History No change 3,000 214 0.04% 0.04% 667 0 0.0% Q2 2026 Aug 14, 2026
Cherry Tree Wealth Management, LLC History No change 3,314 214 0.04% 0.04% 669 0 0.0% Q3 2026 Oct 15, 2026
XXI WEALTH, LLC History New 3,284 212 0.09% — 671 +3,284 New Q3 2026 Oct 22, 2026
Allied Investment Advisors, LLC History No change 3,281 212 0.02% 0.03% 670 0 0.0% Q3 2026 Oct 13, 2026
Valmark Advisers, Inc. History No change 2,942 210 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 06, 2026
Osmosis Investment Management UK Ltd History No change 2,943 210 0.01% 0.01% 673 0 0.0% Q2 2026 Aug 13, 2026
Sovereign Financial Group, Inc. History No change 2,924 209 0.03% 0.03% 674 0 0.0% Q2 2026 Jul 24, 2026
Venture Visionary Partners LLC History Reduced 3,232 208 0.01% 0.02% 675 -5,267 -61.97% Q3 2026 Oct 07, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 2,906 207 0.03% 0.03% 676 0 0.0% Q2 2026 Oct 30, 2026
Focused Wealth Management, Inc History Reduced 3,196 206 0.02% 0.02% 677 -197 -5.81% Q3 2026 Oct 30, 2026
Helium Advisors LLC History Added to 3,198 206 0.18% 0.19% 678 +28 0.88% Q3 2026 Oct 23, 2026
LVW Advisors, LLC History Added to 3,178 205 0.02% 0.02% 680 +160 5.3% Q3 2026 Oct 19, 2026
Bluespring Wealth Management, LLC History No change 2,874 205 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History New 3,142 203 0.01% — 682 +3,142 New Q3 2026 Oct 23, 2026
Intelligence Driven Advisers, LLC History Added to 3,144 203 0.04% 0.03% 681 +144 4.8% Q3 2026 Oct 09, 2026
WEDBUSH SECURITIES INC History Reduced 3,125 202 0.01% 0.01% 684 -650 -17.22% Q3 2026 Oct 22, 2026
SALEM INVESTMENT COUNSELORS INC History No change 3,093 202 0.01% 0.01% 683 0 0.0% Q3 2026 Oct 13, 2026
Vestmark Advisory Solutions, Inc. History No change 2,823 201 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History No change 2,808 200 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 04, 2026
Berger Financial Group, Inc History No change 2,804 200 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 04, 2026
Allie Family Office LLC History No change 2,800 200 0.07% 0.07% 688 0 0.0% Q2 2026 Oct 02, 2026
Kera Capital Partners, Inc. History No change 2,798 200 0.02% 0.02% 689 0 0.0% Q2 2026 Aug 14, 2026
Transamerica Financial Advisors, LLC History No change 2,743 198 0.02% 0.02% 690 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 2,720 194 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 11, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 2,925 189 0.0% 0.0% 692 -40 -1.35% Q3 2026 Oct 26, 2026
Horizon Investments, LLC History No change 2,637 188 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 2,530 180 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 17, 2026
TRUST CO OF VERMONT History Added to 2,741 177 0.01% 0.01% 695 +50 1.86% Q3 2026 Oct 21, 2026
Raleigh Capital Management Inc. History Reduced 2,737 176 0.05% 0.06% 696 -90 -3.18% Q3 2026 Oct 28, 2026
BESSEMER GROUP INC History No change 2,432 174 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 12, 2026
SOA Wealth Advisors, LLC. History No change 2,446 174 0.03% 0.03% 698 0 0.0% Q2 2026 Jul 21, 2026
IAG Wealth Partners, LLC History No change 2,389 170 0.02% 0.02% 699 0 0.0% Q2 2026 Aug 06, 2026
Gen-Wealth Partners Inc History Reduced 2,441 157 0.04% 0.11% 700 -3,228 -56.94% Q3 2026 Nov 04, 2026
ABOUND FINANCIAL, LLC History No change 2,171 155 0.06% 0.06% 701 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 2,351 151 0.01% 0.01% 702 +984 71.98% Q3 2026 Oct 01, 2026
ST GERMAIN D J CO INC History No change 2,043 146 0.01% 0.01% 703 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 2,148 138 0.01% 0.01% 704 +4 0.19% Q3 2026 Oct 27, 2026
SJS Investment Consulting Inc. History Added to 2,094 135 0.01% 0.0% 706 +1,952 1374.65% Q3 2026 Oct 26, 2026
BFSG, LLC History No change 2,097 135 0.01% 0.01% 705 0 0.0% Q3 2026 Oct 30, 2026
Westend Capital Management, LLC History No change 1,793 128 0.03% 0.03% 707 0 0.0% Q2 2026 Aug 07, 2026
CX Institutional History Added to 1,961 127 0.0% 0.0% 709 +344 21.27% Q3 2026 Oct 02, 2026
First Bancorp, Inc /ME/ History No change 1,978 127 0.05% 0.06% 708 0 0.0% Q3 2026 Oct 26, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,770 126 0.03% 0.03% 710 0 0.0% Q2 2026 Jul 17, 2026
AMERIFLEX GROUP, INC. History No change 1,702 121 0.05% 0.05% 711 0 0.0% Q2 2026 Aug 13, 2026
Markowski Investments History Added to 1,869 120 0.03% 0.03% 712 +6 0.32% Q3 2026 Oct 30, 2026
Hanson & Doremus Investment Management History No change 1,810 117 0.01% 0.01% 713 0 0.0% Q3 2026 Oct 16, 2026
Triumph Capital Management History Added to 1,760 113 0.02% 0.02% 715 +385 28.0% Q3 2026 Oct 14, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,757 113 0.0% 0.0% 714 0 0.0% Q3 2026 Oct 13, 2026
Cassaday & Co Wealth Management LLC History Reduced 1,742 112 0.0% 0.0% 716 -6 -0.34% Q3 2026 Oct 27, 2026
Capital Analysts, LLC History No change 1,558 111 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 05, 2026
Fulcrum Asset Management LLP History Reduced 1,606 105 0.0% 0.05% 718 -4,842 -75.09% Q3 2026 Nov 04, 2026
WHITTIER TRUST CO History No change 1,470 103 0.0% 0.0% 719 0 0.0% Q2 2026 Jul 27, 2026
Fairscale Capital, LLC History No change 1,600 102 0.06% 0.07% 720 0 0.0% Q3 2026 Nov 04, 2026
GROUP ONE TRADING LLC History No change 1,400 100 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 13, 2026
Bruce G. Allen Investments, LLC History No change 1,408 100 0.06% 0.06% 722 0 0.0% Q2 2026 Jul 31, 2026
Asset Planning,Inc History No change 1,540 99 0.07% 0.07% 723 0 0.0% Q3 2026 Oct 26, 2026
Winch Advisory Services, LLC History No change 1,379 98 0.02% 0.02% 724 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History Reduced 1,486 96 0.0% 0.0% 725 -110 -6.89% Q3 2026 Oct 16, 2026
Pillar Financial Advisors, LLC History No change 1,489 96 0.05% 0.06% 726 0 0.0% Q3 2026 Oct 21, 2026
SouthState Bank Corp History No change 1,296 92 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 1,426 92 0.0% 0.0% 728 0 0.0% Q3 2026 Oct 30, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 1,300 92 0.03% 0.03% 729 0 0.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History Reduced 1,386 89 0.0% 0.0% 730 -423 -23.38% Q3 2026 Oct 08, 2026
Bangor Savings Bank History No change 1,305 84 0.01% 0.01% 731 0 0.0% Q3 2026 Oct 06, 2026
TOWER TRUST & INVESTMENT Co History No change 1,212 78 0.04% 0.05% 732 0 0.0% Q3 2026 Oct 27, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 1,204 77 0.02% 0.02% 733 +29 2.47% Q3 2026 Oct 15, 2026
IFG Advisory, LLC History No change 1,076 76 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 13, 2026
REAP Financial Group, LLC History Added to 1,174 75 0.01% 0.01% 736 +116 10.96% Q3 2026 Nov 02, 2026
Smartleaf Asset Management LLC History No change 1,022 75 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 12, 2026
Cheviot Value Management, LLC History No change 1,008 72 0.01% 0.01% 737 0 0.0% Q2 2026 Aug 06, 2026
Key Capital Management, INC History No change 1,125 72 0.03% 0.04% 738 0 0.0% Q3 2026 Nov 03, 2026
Golden State Wealth Management, LLC History Reduced 1,078 69 0.01% 0.01% 740 -544 -33.54% Q3 2026 Nov 02, 2026
North Star Investment Management Corp. History Added to 1,082 69 0.0% 0.0% 739 +9 0.84% Q3 2026 Oct 27, 2026
Bare Financial Services, Inc History Added to 1,048 67 0.01% 0.02% 741 +96 10.08% Q3 2026 Nov 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 992 64 0.0% 0.0% 742 0 0.0% Q3 2026 Nov 04, 2026
Johnson Financial Group, Inc. History No change 862 62 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 10, 2026
Oakworth Capital, Inc. History No change 969 62 0.0% 0.0% 744 0 0.0% Q3 2026 Oct 26, 2026
Central Pacific Bank - Trust Division History No change 961 62 0.01% 0.01% 745 0 0.0% Q3 2026 Oct 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 951 61 0.0% 0.0% 746 0 0.0% Q3 2026 Oct 09, 2026
Concord Wealth Partners History No change 907 58 0.01% 0.01% 747 0 0.0% Q3 2026 Oct 30, 2026
HOEY INVESTMENTS, INC History No change 887 57 0.01% 0.01% 748 0 0.0% Q3 2026 Oct 28, 2026
Independence Bank of Kentucky History No change 880 56 0.01% 0.01% 749 0 0.0% Q3 2026 Oct 26, 2026
WOLFF WIESE MAGANA LLC History Reduced 821 53 0.02% 0.03% 750 -127 -13.4% Q3 2026 Oct 15, 2026
Hurley Capital, LLC History Added to 804 52 0.03% 0.03% 751 +9 1.13% Q3 2026 Nov 04, 2026
Oakmont Advisory Group, LLC History No change 730 52 0.04% 0.04% 752 0 0.0% Q2 2026 Aug 03, 2026
Miller Global Investments, LLC History New 758 48 0.04% — 756 +758 New Q3 2026 Oct 02, 2026
Root Financial Partners, LLC History New 750 48 0.0% — 755 +750 New Q3 2026 Oct 21, 2026
Quent Capital, LLC History No change 684 48 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 07, 2026
Millstone Evans Group, LLC History No change 672 48 0.03% 0.03% 754 0 0.0% Q2 2026 Aug 11, 2026
True Wealth Design, LLC History Added to 741 47 0.01% 0.01% 758 +77 11.6% Q3 2026 Oct 13, 2026
TSFG, LLC History No change 733 47 0.01% 0.01% 757 0 0.0% Q3 2026 Oct 23, 2026
Financial Management Professionals, Inc. History No change 696 45 0.0% 0.0% 759 0 0.0% Q3 2026 Oct 23, 2026
V-Square Quantitative Management LLC History No change 693 44 0.0% 0.0% 760 0 0.0% Q3 2026 Oct 15, 2026
Hilltop National Bank History No change 694 44 0.01% 0.01% 761 0 0.0% Q3 2026 Oct 14, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 600 43 0.03% 0.03% 762 0 0.0% Q2 2026 Aug 18, 2026
KFG LLC History New 657 42 0.03% — 764 +657 New Q3 2026 Nov 02, 2026
Frazier Financial Advisors, LLC History No change 593 42 0.02% 0.02% 763 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 578 41 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 14, 2026
Elyxium Wealth, LLC History New 623 40 0.0% — 767 +623 New Q3 2026 Oct 27, 2026
Steigerwald, Gordon & Koch Inc. History No change 567 40 0.0% 0.0% 766 0 0.0% Q2 2026 Jul 22, 2026
New England Capital Financial Advisors LLC History Added to 590 38 0.01% 0.01% 769 +7 1.2% Q3 2026 Nov 03, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 532 38 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History Reduced 578 37 0.02% 0.02% 770 -152 -20.82% Q3 2026 Oct 14, 2026
Provenance Wealth Advisors, LLC History New 554 35 0.0% — 772 +554 New Q3 2026 Oct 30, 2026
Avalon Trust Co History No change 500 35 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 06, 2026
LOOMIS SAYLES & CO L P History No change 478 34 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 486 34 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 11, 2026
Investors Portfolio Services LLC History No change 481 34 0.03% 0.03% 775 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Trust Co History No change 527 34 0.0% 0.0% 776 0 0.0% Q3 2026 Oct 30, 2026
City State Bank History No change 518 33 0.01% 0.01% 777 0 0.0% Q3 2026 Oct 20, 2026
Parkside Financial Bank & Trust History Added to 490 31 0.0% 0.0% 778 +79 19.22% Q3 2026 Oct 27, 2026
MTM Investment Management, LLC History Added to 482 31 0.01% 0.01% 780 +6 1.26% Q3 2026 Oct 30, 2026
Osbon Capital Management LLC History No change 447 31 0.02% 0.02% 779 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 475 30 0.0% 0.0% 781 +285 150.0% Q3 2026 Oct 22, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History New 458 29 0.01% — 785 +458 New Q3 2026 Oct 26, 2026
GoalVest Advisory LLC History Added to 449 29 0.01% 0.0% 782 +227 102.25% Q3 2026 Oct 02, 2026
Quarry LP History No change 416 29 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 463 29 0.02% 0.02% 784 0 0.0% Q3 2026 Oct 30, 2026
Heritage Wealth Advisors History No change 402 28 0.0% 0.0% 786 0 0.0% Q2 2026 Aug 14, 2026
Fourth Dimension Wealth, LLC History No change 402 28 0.01% 0.01% 787 0 0.0% Q2 2026 Jul 31, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 420 27 0.0% 0.0% 788 -304 -41.99% Q3 2026 Oct 29, 2026
Strengthening Families & Communities, LLC History Reduced 426 27 0.01% 0.01% 789 -20 -4.48% Q3 2026 Oct 21, 2026
MONTAG A & ASSOCIATES INC History Added to 408 26 0.0% 0.0% 790 +18 4.62% Q3 2026 Oct 29, 2026
FIRST UNITED BANK & TRUST History No change 415 26 0.01% 0.01% 791 0 0.0% Q3 2026 Oct 22, 2026
Laurel Wealth Advisors LLC History New 396 25 0.0% — 792 +396 New Q3 2026 Oct 27, 2026
Nemes Rush Group LLC History Added to 370 23 0.0% 0.0% 794 +4 1.09% Q3 2026 Nov 04, 2026
Clearstead Trust, LLC History No change 334 23 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 06, 2026
Pathway Financial Advisers, LLC History New 351 22 0.01% — 799 +351 New Q3 2026 Oct 26, 2026
Covestor Ltd History Added to 332 22 0.01% 0.01% 798 +14 4.4% Q3 2026 Oct 30, 2026
ROTHSCHILD INVESTMENT LLC History No change 320 22 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 06, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 349 22 0.0% 0.0% 796 0 0.0% Q3 2026 Oct 14, 2026
Robbins Farley History No change 345 22 0.01% 0.01% 797 0 0.0% Q3 2026 Oct 20, 2026
Ankerstar Wealth, LLC History No change 302 21 0.02% 0.02% 800 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 316 20 0.0% 0.0% 801 -147 -31.75% Q3 2026 Oct 05, 2026
BLUELINE ADVISORS LLC History No change 311 20 0.01% 0.02% 802 0 0.0% Q3 2026 Oct 15, 2026
Caitong International Asset Management Co., Ltd History New 306 19 0.0% — 805 +306 New Q3 2026 Oct 29, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 303 19 0.01% 0.0% 804 +134 79.29% Q3 2026 Oct 07, 2026
First Eagle Investment Management, LLC History No change 271 19 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 254 18 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History No change 287 18 0.0% 0.0% 807 0 0.0% Q3 2026 Oct 15, 2026
Fortitude Family Office, LLC History Added to 264 17 0.0% 0.0% 811 +200 312.5% Q3 2026 Oct 14, 2026
Rosenberg Matthew Hamilton History Added to 278 17 0.0% 0.0% 810 +28 11.2% Q3 2026 Oct 05, 2026
Salomon & Ludwin, LLC History Added to 278 17 0.0% 0.0% 809 +1 0.36% Q3 2026 Oct 29, 2026
TOMPKINS FINANCIAL CORP History No change 270 17 0.0% 0.0% 808 0 0.0% Q3 2026 Oct 05, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 247 15 0.0% 0.0% 816 +211 586.11% Q3 2026 Oct 19, 2026
TD Waterhouse Canada Inc. History Added to 244 15 0.0% 0.0% 815 +25 11.42% Q3 2026 Oct 16, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 246 15 0.0% 0.0% 812 +15 6.49% Q3 2026 Oct 28, 2026
Paladin Advisory Group, LLC History No change 220 15 0.01% 0.01% 813 0 0.0% Q2 2026 Jul 28, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 223 15 0.0% 0.0% 814 0 0.0% Q2 2026 Jul 14, 2026
Nova Wealth Management, Inc. History No change 210 15 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 13, 2026
MEEDER ASSET MANAGEMENT INC History No change 200 14 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 07, 2026
Smithfield Trust Co History No change 200 14 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 05, 2026
Westside Investment Management, Inc. History No change 224 14 0.0% 0.0% 820 0 0.0% Q3 2026 Nov 02, 2026
Ameliora Wealth Management Ltd. History No change 230 14 0.0% 0.0% 821 0 0.0% Q3 2026 Oct 23, 2026
DiNuzzo Private Wealth, Inc. History No change 227 14 0.0% 0.0% 822 0 0.0% Q3 2026 Oct 15, 2026
Rydar Equities, Inc. History New 221 13 0.01% — 823 +221 New Q3 2026 Oct 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History Reduced 200 12 0.0% 0.0% 827 -77 -27.8% Q3 2026 Oct 30, 2026
Davis Capital Management History No change 191 12 0.01% 0.01% 824 0 0.0% Q3 2026 Oct 08, 2026
Piscataqua Savings Bank History No change 200 12 0.01% 0.01% 825 0 0.0% Q3 2026 Oct 21, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 200 12 0.02% 0.02% 826 0 0.0% Q3 2026 Oct 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 171 11 0.0% — 830 +171 New Q3 2026 Oct 16, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 164 11 0.0% 0.0% 828 0 0.0% Q2 2026 Jul 31, 2026
Basecamp Wealth Advisors LLC History No change 167 11 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 14, 2026
MCDONALD PARTNERS LLC History No change 164 10 0.0% 0.0% 831 0 0.0% Q3 2026 Nov 03, 2026
Tidemark, LLC History No change 144 10 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 10, 2026
John Boyer, Inc. History New 146 9 0.01% — 834 +146 New Q3 2026 Oct 27, 2026
Byrne Asset Management LLC History No change 160 9 0.01% 0.01% 833 0 0.0% Q3 2026 Oct 06, 2026
ATLAS CAPITAL ADVISORS INC. History No change 112 8 0.0% 0.0% 835 0 0.0% Q2 2026 Aug 13, 2026
Blume Capital Management, Inc. History No change 134 8 0.0% 0.0% 836 0 0.0% Q3 2026 Oct 23, 2026
Strategic Wealth Partners, Ltd. History No change 114 8 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Management Group, LLC History No change 130 8 0.0% 0.0% 838 0 0.0% Q3 2026 Oct 19, 2026
Lynch Investment Planning, LLC History New 120 7 0.01% — 844 +120 New Q3 2026 Oct 27, 2026
Wealth Enhancement Trust Services, Inc. History Added to 110 7 0.0% 0.0% 842 +36 48.65% Q3 2026 Oct 07, 2026
Owl Creek Wealth Partners LLC History Reduced 110 7 0.0% 0.0% 843 -25 -18.52% Q3 2026 Oct 20, 2026
Bogart Wealth, LLC History No change 107 7 0.0% 0.0% 839 0 0.0% Q2 2026 Jul 24, 2026
HHM Wealth Advisors, LLC History No change 104 7 0.0% 0.0% 840 0 0.0% Q2 2026 Jul 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 109 7 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 13, 2026
Kemnay Advisory Services Inc. History No change 93 6 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 14, 2026
Dogwood Wealth Management LLC History No change 85 6 0.0% 0.0% 846 0 0.0% Q2 2026 Jul 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 99 6 0.0% 0.0% 847 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History Added to 79 5 0.0% 0.0% 848 +48 154.84% Q3 2026 Oct 27, 2026
Cromwell Holdings LLC History Added to 82 5 0.0% 0.0% 850 +31 60.78% Q3 2026 Oct 28, 2026
High Note Wealth, LLC History Reduced 86 5 0.0% 0.0% 849 -2 -2.27% Q3 2026 Oct 27, 2026
Signature Resources Capital Management, LLC History No change 91 5 0.0% 0.0% 851 0 0.0% Q3 2026 Oct 16, 2026
BIRCHBROOK, INC. History No change 80 5 0.0% 0.0% 852 0 0.0% Q3 2026 Oct 14, 2026
Raiffeisen Bank International AG History New 73 4 0.0% — 856 +73 New Q3 2026 Oct 28, 2026
Rialto Wealth Management, LLC History No change 57 4 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 11, 2026
Wilkerson Advisory Group LLC History No change 70 4 0.0% 0.0% 854 0 0.0% Q3 2026 Oct 20, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 58 4 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History Reduced 47 3 0.0% 0.0% 861 -197 -80.74% Q3 2026 Oct 15, 2026
Silver Grove Financial Group, Inc. History Added to 61 3 0.0% 0.0% 864 +29 90.63% Q3 2026 Nov 05, 2026
MANNING & NAPIER ADVISORS LLC History No change 45 3 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 50 3 0.0% 0.0% 858 0 0.0% Q2 2026 Aug 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 50 3 0.0% 0.0% 859 0 0.0% Q3 2026 Oct 19, 2026
IFS Advisors, LLC History No change 48 3 0.0% 0.0% 860 0 0.0% Q3 2026 Oct 14, 2026
WealthCollab, LLC History No change 47 3 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 10, 2026
Keating Financial Advisory Services, Inc. History No change 47 3 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 11, 2026
Ascentis Wealth Management, LLC History New 45 2 0.0% — 872 +45 New Q3 2026 Nov 03, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 44 2 0.0% — 871 +44 New Q3 2026 Oct 14, 2026
Bell Investment Advisors, Inc History No change 44 2 0.0% 0.0% 865 0 0.0% Q3 2026 Oct 28, 2026
Buck Wealth Strategies, LLC History No change 39 2 0.0% 0.0% 866 0 0.0% Q3 2026 Oct 28, 2026
Sachetta, LLC History No change 34 2 0.0% 0.0% 867 0 0.0% Q2 2026 Jul 15, 2026
Financial Network Wealth Advisors LLC History No change 37 2 0.0% 0.0% 868 0 0.0% Q3 2026 Oct 27, 2026
Cornerstone Financial Management LLC History No change 30 2 0.0% 0.0% 869 0 0.0% Q2 2026 Aug 28, 2026
Downshift Financial, LLC History No change 32 2 0.0% 0.0% 870 0 0.0% Q3 2026 Oct 13, 2026
Key FInancial Inc History Reduced 24 1 0.0% 0.0% 877 -136 -85.0% Q3 2026 Nov 02, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Reduced 24 1 0.0% 0.0% 883 -26 -52.0% Q3 2026 Nov 03, 2026
MASECO LLP History New 18 1 0.0% — 889 +18 New Q3 2026 Oct 27, 2026
Cape Investment Advisory, Inc. History Added to 20 1 0.0% — 880 +15 300.0% Q3 2026 Oct 13, 2026
Hughes Financial Services, LLC History Reduced 24 1 0.0% 0.0% 886 -14 -36.84% Q3 2026 Oct 30, 2026
FINANCIAL CONSULATE, INC History Added to 18 1 0.0% 0.0% 874 +4 28.57% Q3 2026 Oct 23, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 25 1 0.0% 0.0% 876 +2 8.7% Q3 2026 Oct 29, 2026
JFS WEALTH ADVISORS, LLC History No change 20 1 0.0% 0.0% 873 0 0.0% Q3 2026 Nov 03, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 14 1 0.0% 0.0% 875 0 0.0% Q2 2026 Jul 27, 2026
CVA Family Office, LLC History No change 27 1 0.0% 0.0% 878 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 19 1 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 06, 2026
Coston, McIsaac & Partners History No change 14 1 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 12, 2026
Caitlin John, LLC History No change 16 1 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 17, 2026
Principia Wealth Advisory, LLC History No change 20 1 0.0% 0.0% 884 0 0.0% Q2 2026 Aug 26, 2026
Retirement Wealth Solutions LLC History No change 24 1 0.0% 0.0% 885 0 0.0% Q3 2026 Oct 07, 2026
TIAA Wealth Investment Management LLC History No change 23 1 0.0% 0.0% 887 0 0.0% Q2 2026 Aug 10, 2026
Allied Private Wealth LLC History No change 20 1 0.0% 0.0% 888 0 0.0% Q2 2026 Jul 09, 2026
Wellington Shields Capital Management, LLC History Closed out 0 0 — 0.26% — -29,127 -100.0% Q3 2026 Nov 03, 2026
Jefferies Financial Group Inc. History Closed out 0 0 — 0.01% — -23,437 -100.0% Q3 2026 Nov 05, 2026
Kepler Cheuvreux (Suisse) SA History Closed out 0 0 — 0.08% — -19,634 -100.0% Q3 2026 Oct 20, 2026
Oak Thistle LLC History Closed out 0 0 — 0.08% — -11,789 -100.0% Q3 2026 Oct 21, 2026
Wellington Shields & Co., LLC History Closed out 0 0 — 0.14% — -8,700 -100.0% Q3 2026 Nov 03, 2026
PRECEDENT WEALTH PARTNERS, LLC History Closed out 0 0 — 0.07% — -6,307 -100.0% Q3 2026 Oct 21, 2026
Grant Private Wealth Management Inc History Closed out 0 0 — 0.18% — -6,078 -100.0% Q3 2026 Oct 16, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Closed out 0 0 — 0.01% — -3,838 -100.0% Q3 2026 Nov 04, 2026
Keudell/Morrison Wealth Management History Closed out 0 0 — 0.05% — -3,559 -100.0% Q3 2026 Oct 16, 2026
HBW ADVISORY SERVICES LLC History Closed out 0 0 — 0.02% — -3,451 -100.0% Q3 2026 Oct 14, 2026
ELEVATUS WELATH MANAGEMENT History Closed out 0 0 — 0.06% — -3,447 -100.0% Q3 2026 Oct 19, 2026
Sawyer & Company, Inc History Closed out 0 0 — 0.08% — -3,170 -100.0% Q3 2026 Oct 21, 2026
GW HENSSLER & ASSOCIATES LTD History Closed out 0 0 — 0.01% — -3,161 -100.0% Q3 2026 Oct 26, 2026
Abel Hall, LLC History Closed out 0 0 — 0.04% — -3,016 -100.0% Q3 2026 Oct 19, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 — 0.09% — -2,996 -100.0% Q3 2026 Oct 28, 2026
First Nebraska Trust Co History Closed out 0 0 — 0.02% — -2,950 -100.0% Q3 2026 Oct 29, 2026
Modera Wealth Management, LLC History Closed out 0 0 — 0.0% — -2,931 -100.0% Q3 2026 Oct 28, 2026
Oak Harvest Investment Services History Closed out 0 0 — 0.02% — -2,929 -100.0% Q3 2026 Oct 20, 2026
TITLEIST ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -2,923 -100.0% Q3 2026 Oct 08, 2026
Columbia Asset Management History Closed out 0 0 — 0.04% — -2,890 -100.0% Q3 2026 Oct 19, 2026
Kestra Investment Management, LLC History Closed out 0 0 — 0.0% — -2,890 -100.0% Q3 2026 Nov 04, 2026
BCO Wealth Management LLC History Closed out 0 0 — 0.11% — -2,850 -100.0% Q3 2026 Oct 14, 2026
Diesslin Group, Inc. History Closed out 0 0 — 0.08% — -2,846 -100.0% Q3 2026 Oct 14, 2026
Pegasus Asset Management, Inc. History Closed out 0 0 — 0.06% — -2,838 -100.0% Q3 2026 Nov 03, 2026
BOURGEON CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.03% — -2,800 -100.0% Q3 2026 Oct 19, 2026
Strategic Blueprint, LLC History Closed out 0 0 — 0.01% — -2,798 -100.0% Q3 2026 Oct 22, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.01% — -2,782 -100.0% Q3 2026 Oct 15, 2026
MCF Advisors LLC History Closed out 0 0 — 0.01% — -2,126 -100.0% Q3 2026 Oct 28, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 — 0.01% — -400 -100.0% Q3 2026 Oct 26, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.01% — -371 -100.0% Q3 2026 Oct 13, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -201 -100.0% Q3 2026 Oct 16, 2026
Olistico Wealth, LLC History Closed out 0 0 — 0.0% — -135 -100.0% Q3 2026 Oct 05, 2026
LifeSteps Financial, Inc. History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2026 Oct 15, 2026
BOKF, NA History Closed out 0 0 — 0.0% — -29 -100.0% Q3 2026 Oct 27, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Closed out 0 0 — 0.0% — -18 -100.0% Q3 2026 Nov 04, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.0% — -16 -100.0% Q3 2026 Oct 21, 2026
Balance Wealth Partners LLC History New 14 0 — — — +14 New Q3 2026 Oct 27, 2026
GK Wealth Management LLC History New 14 0 — — — +14 New Q3 2026 Oct 09, 2026
Brooklyn FI, LLC History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2026 Nov 05, 2026
First Command Advisory Services, Inc. History New 13 0 — — — +13 New Q3 2026 Nov 05, 2026
Creative Capital Management Investments LLC History New 10 0 — — — +10 New Q3 2026 Oct 27, 2026
Birchwood Financial Partners, Inc. History New 10 0 — — — +10 New Q3 2026 Nov 02, 2026
Asset Dedication, LLC History New 6 0 — — — +6 New Q3 2026 Nov 02, 2026
Signature Equity Partners, LLC History New 5 0 — — — +5 New Q3 2026 Oct 29, 2026
Activest Wealth Management History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 15, 2026
James T. Borello RIA History Reduced 1 0 — — — -2 -66.67% Q3 2026 Oct 16, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -2 -100.0% Q3 2026 Nov 04, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1 0 — — — +1 New Q3 2026 Oct 09, 2026
Monetary Solutions, Ltd History New 1 0 — — — +1 New Q3 2026 Oct 22, 2026
JNBA Financial Advisors History No change 7 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Silicon Valley Capital Partners History No change 1 0 — — — 0 0.0% Q2 2026 Sep 21, 2026
Morse Asset Management, Inc History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Quaker Wealth Management, LLC History No change 8 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
Prestige Wealth Management Group LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Banque Cantonale Vaudoise History No change 1,138 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
TFC Financial Management, Inc. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Evolution Advisers, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Beaird Harris Wealth Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Dunhill Financial, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Valued Wealth Advisors LLC History No change 11 0 — — — 0 0.0% Q3 2026 Nov 05, 2026
American Capital Advisory, LLC History No change 7 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Glen Eagle Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Synergy Investment Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Planning Strategies Inc. History No change 7 0 — — — 0 0.0% Q3 2026 Oct 02, 2026