WESBANCO INC - WSBC

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 9,325,960 363,992 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 5,828,359 227,480 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 5,616,212 220,621 0.01% 0.01% 3 0 0.0% Q2 2026 Sep 22, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 5,682,073 212,625 0.04% 0.04% 4 +65,114 1.16% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,323,071 168,729 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 4,009,892 156,506 0.23% 0.23% 6 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 2,877,905 112,324 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,575,264 100,528 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 12, 2026
Hood River Capital Management LLC History No change 2,367,331 92,396 0.67% 0.67% 9 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 2,166,582 84,561 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
EARNEST PARTNERS LLC History No change 1,699,832 66,344 0.24% 0.24% 11 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,635,597 63,837 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 1,611,191 62,884 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,532,092 59,599 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 12, 2026
WESBANCO BANK INC History Reduced 1,490,846 55,429 1.82% 1.51% 15 -77,068 -4.92% Q3 2026 Nov 04, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,287,452 50,249 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,192,255 46,533 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 1,179,115 46,020 0.23% 0.23% 18 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,113,461 43,458 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,024,640 39,991 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 987,441 38,539 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 11, 2026
Glendon Capital Management LP History No change 909,091 35,481 4.59% 4.59% 22 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Added to 942,806 35,279 0.01% 0.01% 23 +9,341 1.0% Q3 2026 Nov 05, 2026
SEGALL BRYANT & HAMILL, LLC History No change 898,032 35,050 0.42% 0.42% 24 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 805,212 31,427 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 790,188 30,841 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 739,032 28,844 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 713,024 27,829 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 640,082 24,982 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 616,057 24,044 0.03% 0.03% 30 0 0.0% Q2 2026 Jul 29, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 614,870 23,998 0.42% 0.42% 31 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 497,319 19,410 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 13, 2026
JUPITER ASSET MANAGEMENT LTD History No change 483,785 18,882 0.09% 0.09% 33 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 472,684 17,687 0.01% 0.01% 34 -13,098 -2.7% Q3 2026 Nov 02, 2026
WELLS FARGO & COMPANY/MN History No change 450,653 17,588 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Aristotle Capital Boston, LLC History No change 435,329 16,990 1.14% 1.14% 36 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 419,950 16,390 0.09% 0.09% 37 0 0.0% Q2 2026 Aug 14, 2026
EMERALD ADVISERS, LLC History No change 379,586 14,815 0.35% 0.35% 38 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 372,234 14,528 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 06, 2026
Rhino Investment Partners, Inc History No change 321,548 12,550 3.8% 3.8% 40 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 315,103 12,298 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 286,559 11,184 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 258,500 10,089 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 249,097 9,722 0.0% 0.0% 44 0 0.0% Q2 2026 Sep 23, 2026
RHUMBLINE ADVISERS History No change 240,708 9,394 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 222,919 8,700 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 213,226 8,322 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 212,072 8,277 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 192,877 7,527 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History No change 186,275 7,270 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History Added to 191,115 7,151 0.0% 0.0% 51 +73 0.04% Q3 2026 Nov 02, 2026
Boston Partners History No change 168,530 6,577 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 04, 2026
Quantinno Capital Management LP History No change 166,612 6,502 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 152,102 5,936 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
Emerald Investment Advisers, LLC History No change 142,868 5,576 0.37% 0.37% 55 0 0.0% Q2 2026 Aug 12, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 139,412 5,441 0.18% 0.18% 56 0 0.0% Q2 2026 Jul 17, 2026
Invenomic Capital Management LP History No change 135,562 5,290 0.32% 0.32% 57 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History Added to 143,059 5,287 0.24% 0.18% 58 +42,428 42.16% Q3 2026 Oct 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 134,427 5,247 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 127,193 4,967 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 27, 2026
IEQ CAPITAL, LLC History No change 124,075 4,842 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 11, 2026
Edgestream Partners, L.P. History No change 123,724 4,828 0.14% 0.14% 62 0 0.0% Q2 2026 Aug 11, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 120,647 4,708 0.17% 0.17% 63 0 0.0% Q2 2026 Aug 05, 2026
MCF Advisors LLC History Reduced 120,848 4,568 0.16% 0.18% 64 -3,799 -3.05% Q3 2026 Oct 28, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 116,240 4,536 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 109,617 4,278 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 122,940 4,240 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 108,223 4,223 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 105,847 4,131 0.03% 0.03% 69 0 0.0% Q2 2026 Aug 14, 2026
EJF Capital LP History No change 102,453 3,998 2.67% 2.67% 70 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 102,347 3,994 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 06, 2026
DEUTSCHE BANK AG\ History No change 100,289 3,914 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 07, 2026
MALTESE CAPITAL MANAGEMENT LLC History No change 100,000 3,903 0.71% 0.71% 73 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 99,670 3,890 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 97,325 3,798 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
Bridge City Capital, LLC History Added to 97,561 3,650 0.76% 0.72% 76 +17,113 21.27% Q3 2026 Oct 29, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 87,200 3,403 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 81,829 3,224 0.04% 0.04% 78 0 0.0% Q2 2026 Jul 24, 2026
Cerity Partners LLC History No change 81,797 3,192 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 80,659 3,148 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 78,277 3,055 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
GUGGENHEIM CAPITAL LLC History No change 77,850 3,038 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History Reduced 81,156 3,036 0.0% 0.0% 83 -16,826 -17.17% Q3 2026 Nov 04, 2026
Mariner, LLC History No change 73,215 2,857 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 70,640 2,757 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 70,229 2,741 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 07, 2026
SJS Investment Consulting Inc. History Added to 71,688 2,682 0.27% 0.3% 87 +120 0.17% Q3 2026 Oct 26, 2026
Capital World Investors History No change 67,271 2,625 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 68,995 2,581 0.01% 0.01% 89 -4,814 -6.52% Q3 2026 Nov 04, 2026
1492 Capital Management LLC History No change 65,373 2,551 0.75% 0.75% 90 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 66,595 2,491 0.03% 0.03% 91 -510 -0.76% Q3 2026 Oct 27, 2026
Gator Capital Management, LLC History No change 61,565 2,402 0.5% 0.5% 92 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 61,487 2,399 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 60,108 2,346 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 62,349 2,333 0.0% 0.01% 95 -60,049 -49.06% Q3 2026 Nov 05, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 58,859 2,297 0.09% 0.09% 96 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 56,189 2,193 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 55,761 2,176 0.01% 0.01% 98 0 0.0% Q2 2026 Jul 17, 2026
US BANCORP \DE\ History Reduced 57,127 2,137 0.0% 0.0% 99 -1,000 -1.72% Q3 2026 Nov 05, 2026
FRANKLIN RESOURCES INC History No change 54,061 2,110 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History No change 53,205 2,076 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Smithfield Trust Co History No change 49,152 1,918 0.08% 0.08% 102 0 0.0% Q2 2026 Aug 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 48,580 1,896 0.0% 0.0% 103 0 0.0% Q2 2026 Sep 09, 2026
Illinois Municipal Retirement Fund History New 49,485 1,851 0.02% — 104 +49,485 New Q3 2026 Nov 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 55,681 1,845 0.0% 0.0% 105 +12,798 29.84% Q3 2026 Oct 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 44,287 1,728 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 44,005 1,717 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 41,980 1,638 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 12, 2026
Avantax Planning Partners, Inc. History Reduced 43,357 1,622 0.04% 0.05% 109 -5,000 -10.34% Q3 2026 Nov 03, 2026
SCHULHOFF & CO INC History No change 41,275 1,610 0.65% 0.65% 110 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 40,633 1,586 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 40,630 1,585 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 12, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History No change 41,823 1,565 0.77% 0.77% 113 0 0.0% Q3 2026 Nov 02, 2026
State of New Jersey Common Pension Fund D History Reduced 41,485 1,552 0.01% 0.01% 114 -8,531 -17.06% Q3 2026 Nov 05, 2026
Louisiana State Employees Retirement System History Reduced 40,900 1,530 0.02% 0.02% 115 -1,300 -3.08% Q3 2026 Oct 20, 2026
ROYAL BANK OF CANADA History No change 37,809 1,476 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 36,937 1,382 0.0% 0.0% 117 -12,925 -25.92% Q3 2026 Nov 02, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 36,563 1,368 0.11% 0.12% 118 0 0.0% Q3 2026 Oct 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 34,705 1,354 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 19, 2026
DekaBank Deutsche Girozentrale History New 34,012 1,283 0.0% — 120 +34,012 New Q3 2026 Oct 27, 2026
Janney Montgomery Scott LLC History No change 31,319 1,222 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD BANCORP History Reduced 32,521 1,216 0.0% 0.0% 122 -577 -1.74% Q3 2026 Nov 05, 2026
&PARTNERS History No change 30,757 1,200 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 29,867 1,165 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
Handelsbanken Fonder AB History No change 29,000 1,132 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 10, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 29,777 1,114 0.4% 0.4% 126 0 0.0% Q3 2026 Oct 20, 2026
Police & Firemen's Retirement System of New Jersey History No change 28,487 1,111 0.01% 0.01% 127 0 0.0% Q2 2026 Jul 23, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 27,596 1,077 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 11, 2026
Venture Visionary Partners LLC History Added to 27,591 1,032 0.03% 0.03% 129 +10 0.04% Q3 2026 Oct 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 26,295 1,026 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 27,775 1,020 0.03% 0.03% 131 -2 -0.01% Q3 2026 Oct 20, 2026
SG Americas Securities, LLC History No change 26,018 1,015 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 07, 2026
Arizona State Retirement System History Added to 27,087 1,013 0.0% 0.01% 133 +567 2.14% Q3 2026 Nov 03, 2026
Horizon Investments, LLC History No change 7,123 1,004 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 25,089 979 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 24,918 973 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 24,554 958 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History Added to 25,526 955 0.02% 0.02% 138 +232 0.92% Q3 2026 Oct 16, 2026
Vanguard Investments Australia, Ltd. History No change 24,120 941 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Atom Investors LP History No change 24,099 940 0.08% 0.08% 140 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Reduced 24,880 931 0.01% 0.01% 141 -967 -3.74% Q3 2026 Oct 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 24,310 909 0.01% 0.01% 142 -557 -2.24% Q3 2026 Oct 22, 2026
Atlas Wealth LLC History No change 23,295 909 0.13% 0.13% 143 0 0.0% Q2 2026 Jul 28, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 22,085 861 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 14, 2026
DiNuzzo Private Wealth, Inc. History Added to 22,780 852 0.08% 0.09% 145 +21 0.09% Q3 2026 Oct 15, 2026
D.A. DAVIDSON & CO. History Added to 22,752 851 0.0% 0.0% 146 +341 1.52% Q3 2026 Oct 27, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 22,597 845 0.0% — 147 +22,597 New Q3 2026 Nov 03, 2026
KLP KAPITALFORVALTNING AS History No change 21,163 832 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 20,979 818 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 20,700 807 0.0% 0.0% 150 0 0.0% Q2 2026 Sep 02, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 21,500 804 0.01% 0.01% 151 -400 -1.83% Q3 2026 Oct 29, 2026
Maryland State Retirement & Pension System History Added to 21,431 801 0.01% 0.01% 152 +7,442 53.2% Q3 2026 Nov 05, 2026
Atria Investments, Inc History Added to 21,178 792 0.01% 0.01% 153 +211 1.01% Q3 2026 Oct 15, 2026
Atlantic Union Bankshares Corp History No change 19,902 776 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 11, 2026
BARR E S & CO History No change 19,196 749 0.04% 0.04% 155 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History Reduced 19,712 736 0.01% 0.01% 156 -15,964 -44.75% Q3 2026 Oct 15, 2026
Ancora Advisors LLC History No change 18,692 729 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 14, 2026
Cullen Capital Management, LLC History No change 18,055 704 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 17,950 700 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 17,851 696 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 17,661 689 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
Jefferies Financial Group Inc. History Added to 17,900 669 0.0% 0.0% 162 +6,640 58.97% Q3 2026 Nov 05, 2026
DAVENPORT & Co LLC History No change 17,488 654 0.0% 0.0% 163 0 0.0% Q3 2026 Oct 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 17,273 652 0.01% 0.01% 164 -130 -0.75% Q3 2026 Oct 23, 2026
NTV ASSET MANAGEMENT LLC History Reduced 17,100 639 0.06% 0.07% 165 -650 -3.66% Q3 2026 Oct 23, 2026
Inspire Investing, LLC History Reduced 17,066 638 0.03% 0.03% 166 -320 -1.84% Q3 2026 Oct 22, 2026
RiverFront Investment Group, LLC History No change 16,000 624 0.01% 0.01% 167 0 0.0% Q2 2026 Jul 29, 2026
Tidal Investments LLC History No change 15,914 621 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
STRS OHIO History Reduced 16,400 613 0.0% 0.01% 169 -18,900 -53.54% Q3 2026 Oct 30, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 16,119 603 0.01% 0.01% 170 -6,082 -27.4% Q3 2026 Nov 05, 2026
Odyssean, LLC History No change 15,358 599 0.1% 0.1% 171 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 15,076 588 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 14,506 566 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History Reduced 15,079 564 0.0% 0.0% 174 -840 -5.28% Q3 2026 Nov 03, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 14,256 556 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
CSM Advisors, LLC History No change 14,103 550 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 14, 2026
Rossby Financial, LCC History New 14,500 542 0.08% — 177 +14,500 New Q3 2026 Nov 05, 2026
HighTower Advisors, LLC History No change 13,581 530 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 13,458 525 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 12, 2026
Freestone Grove Partners LP History No change 13,464 525 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
Canton Hathaway, LLC History Reduced 13,762 514 0.1% 0.12% 181 -2,000 -12.69% Q3 2026 Oct 23, 2026
Legato Capital Management LLC History No change 13,076 510 0.04% 0.04% 182 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 13,535 506 0.0% 0.0% 183 -60 -0.44% Q3 2026 Nov 02, 2026
IAT REINSURANCE CO LTD. History No change 150,000 503 0.3% 0.3% 184 0 0.0% Q2 2026 Aug 13, 2026
Watershed Asset Management, L.L.C. History No change 12,739 497 0.44% 0.44% 185 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Reduced 13,234 495 0.0% 0.01% 186 -185,553 -93.34% Q3 2026 Oct 28, 2026
JANE STREET GROUP, LLC History No change 12,700 495 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 12,700 495 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 12,866 481 0.02% 0.03% 189 -905 -6.57% Q3 2026 Nov 04, 2026
Founders Financial Alliance, LLC History No change 12,269 478 0.06% 0.06% 190 0 0.0% Q2 2026 Aug 04, 2026
Numerai GP LLC History No change 11,893 464 0.04% 0.04% 191 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Added to 11,771 440 0.0% 0.0% 192 +1,110 10.41% Q3 2026 Nov 02, 2026
Neuberger Berman Group LLC History No change 11,261 439 0.0% 0.0% 193 0 0.0% Q2 2026 Oct 27, 2026
StoneX Group Inc. History New 11,004 435 0.02% — 194 +11,004 New Q3 2026 Nov 03, 2026
Arax Advisory Partners History No change 11,067 431 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 11,000 429 0.03% 0.03% 196 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 10,924 426 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 06, 2026
XTX Topco Ltd History No change 10,865 424 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 11,035 412 0.01% 0.01% 199 0 0.0% Q3 2026 Nov 05, 2026
EP Wealth Advisors, LLC History No change 10,546 411 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 11, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 10,944 409 0.0% 0.0% 201 -72 -0.65% Q3 2026 Oct 23, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 10,818 408 0.02% 0.02% 202 -89 -0.82% Q3 2026 Oct 23, 2026
MARSHALL WACE, LLP History No change 10,408 406 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 10,603 400 0.03% 0.03% 204 0 0.0% Q3 2026 Nov 05, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 9,442 368 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 9,357 365 0.0% 0.0% 206 0 0.0% Q2 2026 Jul 20, 2026
HB Wealth Management, LLC History Added to 9,560 357 0.0% 0.0% 207 +571 6.35% Q3 2026 Oct 23, 2026
XPONANCE LLC History Reduced 9,324 348 0.0% 0.0% 208 -303 -3.15% Q3 2026 Nov 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 8,909 347 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History Added to 9,158 342 0.01% 0.01% 211 +69 0.76% Q3 2026 Nov 05, 2026
Ameritas Investment Partners, Inc. History No change 8,766 342 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History Added to 9,135 341 0.04% 0.04% 213 +8 0.09% Q3 2026 Oct 23, 2026
Stratos Wealth Partners, LTD. History No change 8,750 341 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 11, 2026
INCEPTIONR LLC History No change 8,489 331 0.08% 0.08% 214 0 0.0% Q2 2026 Aug 10, 2026
BFSG, LLC History Reduced 8,829 330 0.03% 0.03% 215 -577 -6.13% Q3 2026 Oct 30, 2026
CIBC Asset Management Inc History Reduced 8,730 326 0.0% 0.0% 216 -189 -2.12% Q3 2026 Nov 05, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 8,316 324 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 05, 2026
DRW Securities, LLC History No change 8,307 324 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 8,296 323 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 14, 2026
McMillan Office, Inc. History No change 8,250 321 0.04% 0.04% 220 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON JONES LLC History Reduced 8,501 318 0.01% 0.01% 221 -17 -0.2% Q3 2026 Nov 03, 2026
Vise Technologies, Inc. History Added to 8,470 316 0.0% 0.0% 222 +35 0.41% Q3 2026 Oct 28, 2026
Savant Capital, LLC History No change 8,357 314 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 8,087 313 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 14, 2026
Appalachian Capital Management Ltd History Added to 8,332 311 0.22% 0.23% 225 +64 0.77% Q3 2026 Oct 14, 2026
MAI Capital Management History No change 7,934 310 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History Added to 8,230 307 0.01% 0.01% 227 +1,613 24.38% Q3 2026 Oct 13, 2026
Abel Hall, LLC History Added to 8,157 305 0.05% 0.05% 228 +39 0.48% Q3 2026 Oct 19, 2026
Concurrent Investment Advisors, LLC History New 8,063 301 0.0% — 229 +8,063 New Q3 2026 Oct 16, 2026
Bill Few Associates, Inc. History Reduced 7,990 298 0.06% 0.07% 230 -143 -1.76% Q3 2026 Oct 09, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 7,916 296 0.0% 0.0% 231 -5,223 -39.75% Q3 2026 Oct 22, 2026
Tower Research Capital LLC (TRC) History No change 7,581 295 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 11, 2026
Philip James Wealth Mangement, LLC History No change 7,845 293 0.03% 0.03% 233 0 0.0% Q3 2026 Oct 27, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 7,612 284 0.01% 0.02% 234 0 0.0% Q3 2026 Oct 28, 2026
Entropy Technologies, LP History No change 7,127 278 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 13, 2026
Callan Family Office, LLC History No change 7,097 276 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 6,913 269 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 7,041 263 0.01% 0.0% 239 -403 -5.41% Q3 2026 Oct 21, 2026
Sanctuary Advisors, LLC History No change 6,741 263 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 6,629 258 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 6,508 254 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 6,473 252 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 11, 2026
HBK Sorce Advisory LLC History No change 5,978 251 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 06, 2026
PROFUND ADVISORS LLC History Reduced 6,683 250 0.01% 0.01% 244 -632 -8.64% Q3 2026 Oct 28, 2026
Swiss Life Asset Management Ltd History No change 6,707 250 0.0% 0.0% 245 0 0.0% Q3 2026 Nov 03, 2026
HAZLETT, BURT & WATSON, INC. History No change 6,636 248 0.06% 0.07% 246 0 0.0% Q3 2026 Nov 04, 2026
Allworth Financial LP History No change 6,280 245 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 6,400 239 0.0% 0.0% 248 0 0.0% Q3 2026 Oct 28, 2026
Equitable Holdings, Inc. History No change 5,913 230 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 17, 2026
HSBC HOLDINGS PLC History No change 5,887 229 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 5,768 225 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 10, 2026
Chicago Partners Investment Group LLC History New 5,724 223 0.0% — 252 +5,724 New Q3 2026 Oct 26, 2026
CIBC Bancorp USA Inc. History No change 5,643 220 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 5,541 216 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 07, 2026
NorthCrest Asset Manangement, LLC History Reduced 5,759 212 0.0% 0.01% 257 -186 -3.13% Q3 2026 Oct 09, 2026
OLD NATIONAL BANCORP /IN/ History Added to 5,677 212 0.0% 0.0% 255 +137 2.47% Q3 2026 Oct 20, 2026
WEDBUSH SECURITIES INC History No change 5,669 212 0.01% 0.01% 256 0 0.0% Q3 2026 Oct 22, 2026
Focus Partners Advisor Solutions, LLC History No change 5,383 210 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Financial Partners, Inc. History No change 5,150 201 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Reduced 4,513 168 0.0% 0.0% 260 -10 -0.22% Q3 2026 Oct 23, 2026
CoreCap Advisors, LLC History Reduced 3,920 146 0.0% 0.01% 261 -1,250 -24.18% Q3 2026 Oct 08, 2026
Rockefeller Capital Management L.P. History No change 3,726 145 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 13, 2026
Kentucky Trust Co History No change 3,831 143 0.07% 0.07% 263 0 0.0% Q3 2026 Oct 15, 2026
KBC Group NV History No change 3,749 140 0.0% 0.0% 264 0 0.0% Q3 2026 Oct 22, 2026
Cassaday & Co Wealth Management LLC History No change 3,643 136 0.0% 0.0% 265 0 0.0% Q3 2026 Oct 27, 2026
Axxion S.A. History New 3,529 132 0.01% — 266 +3,529 New Q3 2026 Oct 22, 2026
HARBOUR INVESTMENTS, INC. History No change 3,235 126 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 3,000 117 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 12, 2026
Hilltop National Bank History No change 3,119 116 0.02% 0.03% 269 0 0.0% Q3 2026 Oct 14, 2026
GAMMA Investing LLC History Added to 2,546 95 0.0% 0.0% 270 +714 38.97% Q3 2026 Oct 08, 2026
Roble, Belko & Company, Inc History No change 2,399 94 0.01% 0.01% 271 0 0.0% Q2 2026 Jul 24, 2026
Fulcrum Asset Management LLP History New 2,184 82 0.0% — 272 +2,184 New Q3 2026 Nov 04, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History No change 2,000 74 0.0% 0.0% 273 0 0.0% Q3 2026 Oct 22, 2026
Steward Partners Investment Advisory, LLC History No change 1,841 71 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 1,889 70 0.0% 0.0% 275 -58 -2.98% Q3 2026 Oct 22, 2026
Bayforest Capital Ltd History New 1,648 61 0.09% — 276 +1,648 New Q3 2026 Nov 03, 2026
Covestor Ltd History Reduced 1,601 60 0.04% 0.04% 277 -208 -11.5% Q3 2026 Oct 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,470 57 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 17, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,485 57 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,395 54 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 10, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 2,000 49 0.08% 0.03% 281 -1,200 -37.5% Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Added to 1,105 41 0.0% 0.0% 282 +154 16.19% Q3 2026 Nov 04, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,084 40 0.0% 0.0% 283 +206 23.46% Q3 2026 Oct 20, 2026
Geneos Wealth Management Inc. History No change 1,000 39 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 06, 2026
Nykredit A/S History No change 1,019 39 0.0% 0.0% 285 0 0.0% Q2 2026 Sep 08, 2026
Essential Partners LLC History No change 1,046 39 0.02% 0.02% 286 0 0.0% Q3 2026 Oct 14, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 957 35 0.0% 0.0% 287 +71 8.01% Q3 2026 Oct 27, 2026
Smartleaf Asset Management LLC History No change 924 35 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 897 33 0.01% 0.01% 289 0 0.0% Q3 2026 Oct 13, 2026
Versant Capital Management, Inc History No change 836 31 0.0% 0.0% 290 0 0.0% Q3 2026 Oct 01, 2026
ROTHSCHILD INVESTMENT LLC History No change 786 30 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 06, 2026
Optiver Holding B.V. History No change 794 30 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 12, 2026
Root Financial Partners, LLC History New 782 29 0.0% — 293 +782 New Q3 2026 Oct 21, 2026
Farther Finance Advisors, LLC History Added to 753 28 0.0% 0.0% 294 +130 20.87% Q3 2026 Oct 08, 2026
Kemnay Advisory Services Inc. History No change 665 25 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 14, 2026
PlanVest Financial, Inc History No change 596 23 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 10, 2026
USA FINANCIAL FORMULAS History New 607 22 0.0% — 300 +607 New Q3 2026 Oct 16, 2026
Caitong International Asset Management Co., Ltd History Added to 610 22 0.0% — 299 +606 15150.0% Q3 2026 Oct 29, 2026
Westside Investment Management, Inc. History No change 596 22 0.0% 0.0% 297 0 0.0% Q3 2026 Nov 02, 2026
FNY Investment Advisers, LLC History No change 600 22 0.01% 0.01% 298 0 0.0% Q3 2026 Oct 16, 2026
Parallel Advisors, LLC History Reduced 586 21 0.0% 0.0% 301 -38 -6.09% Q3 2026 Nov 03, 2026
BESSEMER GROUP INC History No change 424 17 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 446 17 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 06, 2026
Acumen Wealth Advisors, LLC History Added to 441 16 0.0% 0.0% 305 +83 23.18% Q3 2026 Nov 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 420 16 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 326 12 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 13, 2026
DANSKE BANK A/S History No change 301 11 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 10, 2026
Kimelman & Baird, LLC History No change 300 11 0.0% 0.0% 308 0 0.0% Q3 2026 Nov 03, 2026
Capital Advisors, Ltd. LLC History No change 256 10 0.0% 0.0% 309 0 0.0% Q3 2026 Oct 27, 2026
Salomon & Ludwin, LLC History No change 254 9 0.0% 0.0% 310 0 0.0% Q3 2026 Oct 29, 2026
Fortitude Family Office, LLC History Added to 217 8 0.0% 0.0% 312 +13 6.37% Q3 2026 Oct 14, 2026
Global Retirement Partners, LLC History No change 211 8 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 182 7 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 12, 2026
BFC Planning, Inc. History No change 200 7 0.0% 0.0% 314 0 0.0% Q2 2026 Oct 29, 2026
Larson Financial Group LLC History Added to 142 5 0.0% 0.0% 318 +57 67.06% Q3 2026 Nov 05, 2026
FIRST HORIZON CORP History No change 139 5 0.0% 0.0% 315 0 0.0% Q3 2026 Oct 26, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 139 5 0.0% 0.0% 316 0 0.0% Q2 2026 Oct 30, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 134 5 0.0% 0.0% 317 0 0.0% Q3 2026 Nov 04, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 130 5 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 11, 2026
Latitude Advisors, LLC History New 114 4 0.0% — 323 +114 New Q3 2026 Oct 27, 2026
CVA Family Office, LLC History No change 111 4 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 130 4 0.0% 0.0% 321 0 0.0% Q3 2026 Oct 15, 2026
Keating Financial Advisory Services, Inc. History No change 118 4 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 11, 2026
Independence Bank of Kentucky History Reduced 100 3 0.0% 0.0% 325 -100 -50.0% Q3 2026 Oct 26, 2026
NewEdge Advisors, LLC History No change 78 3 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 12, 2026
GK Wealth Management LLC History New 77 2 0.0% — 334 +77 New Q3 2026 Oct 09, 2026
Parkside Financial Bank & Trust History New 63 2 0.0% — 333 +63 New Q3 2026 Oct 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 80 2 0.0% 0.0% 326 +50 166.67% Q3 2026 Oct 22, 2026
Bare Financial Services, Inc History Added to 72 2 0.0% 0.0% 331 +46 176.92% Q3 2026 Nov 04, 2026
Creative Capital Management Investments LLC History Added to 57 2 0.0% 0.0% 330 +27 90.0% Q3 2026 Oct 27, 2026
Institute for Wealth Management, LLC. History No change 66 2 0.0% 0.0% 327 0 0.0% Q2 2026 Jul 28, 2026
Physician Wealth Advisors, Inc. History No change 64 2 0.0% 0.0% 328 0 0.0% Q3 2026 Oct 20, 2026
Bell Investment Advisors, Inc History No change 57 2 0.0% 0.0% 329 0 0.0% Q3 2026 Oct 28, 2026
Private Wealth Management Group, LLC History No change 75 2 0.0% 0.0% 332 0 0.0% Q3 2026 Oct 19, 2026
Provenance Wealth Advisors, LLC History New 47 1 0.0% — 342 +47 New Q3 2026 Oct 30, 2026
Clark Wealth Partners History New 28 1 0.0% — 343 +28 New Q3 2026 Oct 16, 2026
Torren Management, LLC History Added to 46 1 0.0% 0.0% 339 +1 2.22% Q3 2026 Oct 29, 2026
CENTRAL TRUST Co History No change 30 1 0.0% 0.0% 335 0 0.0% Q3 2026 Nov 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 51 1 0.0% 0.0% 336 0 0.0% Q2 2026 Jul 31, 2026
JFS WEALTH ADVISORS, LLC History No change 51 1 0.0% 0.0% 337 0 0.0% Q3 2026 Nov 03, 2026
Glen Eagle Advisors, LLC History No change 47 1 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 31 1 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 41 1 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 13, 2026
Commonwealth Financial Services, LLC History Closed out 0 0 — 0.05% — -10,065 -100.0% Q3 2026 Oct 20, 2026
CenterBook Partners LP History Closed out 0 0 — 0.01% — -6,578 -100.0% Q3 2026 Nov 02, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 — 0.0% — -5,581 -100.0% Q3 2026 Oct 26, 2026
TRUIST FINANCIAL CORP History Closed out 0 0 — 0.0% — -5,177 -100.0% Q3 2026 Oct 30, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -46 -100.0% Q3 2026 Oct 07, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2026 Oct 05, 2026
VALLEY NATIONAL ADVISERS INC History New 20 0 — — — +20 New Q3 2026 Oct 23, 2026
Key Capital Management, INC History New 16 0 — — — +16 New Q3 2026 Nov 03, 2026
UMB Private Wealth Management, LLC History New 10 0 — — — +10 New Q3 2026 Oct 19, 2026
Navigoe, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Nov 03, 2026
Bay Harbor Wealth Management, LLC History Added to 16 0 — — — +3 23.08% Q3 2026 Nov 03, 2026
Silver Grove Financial Group, Inc. History New 3 0 — — — +3 New Q3 2026 Nov 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 09, 2026
Signature Resources Capital Management, LLC History New 1 0 — — — +1 New Q3 2026 Oct 16, 2026
GHP Investment Advisors, Inc. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Transamerica Financial Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Davis Capital Management History No change 2 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
SBI Securities Co., Ltd. History No change 14 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
Spire Wealth Management History No change 22 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
DecisionPoint Financial, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Quarry LP History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
LRI Investments, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
Rialto Wealth Management, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Owl Creek Wealth Partners LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 20, 2026