WHITE MOUNTAINS INSURANCE GROUP LTD - WTM

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
DIMENSIONAL FUND ADVISORS LP History No change 158,954 329,577 0.06% 0.06% 1 0 0.0% Q2 2026 Aug 11, 2026
Neuberger Berman Group LLC History No change 119,141 247,025 0.16% 0.16% 2 0 0.0% Q2 2026 Oct 27, 2026
BlackRock, Inc. History No change 117,871 244,392 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
River Road Asset Management, LLC History No change 115,880 240,264 2.67% 2.67% 4 0 0.0% Q2 2026 Jul 17, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 111,969 232,155 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 107,479 222,845 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 101,892 211,260 0.58% 0.58% 7 0 0.0% Q2 2026 Aug 12, 2026
COOKE & BIELER LP History Added to 87,203 174,971 2.75% 2.04% 8 +2,083 2.45% Q3 2026 Oct 21, 2026
Wallace Capital Management Inc. History No change 80,067 166,009 18.2% 18.2% 9 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY MANAGEMENT INC /WI/ History No change 66,550 137,984 1.96% 1.96% 10 0 0.0% Q2 2026 Aug 13, 2026
GENDELL JEFFREY L History No change 59,243 122,833 1.08% 1.08% 11 0 0.0% Q2 2026 Aug 14, 2026
Boston Partners History No change 55,569 115,277 0.1% 0.1% 12 0 0.0% Q2 2026 Aug 04, 2026
LONDON CO OF VIRGINIA History No change 54,025 112,075 0.64% 0.64% 13 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 50,257 104,202 0.0% 0.0% 14 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 49,412 102,474 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 46,866 97,175 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
REINHART PARTNERS, LLC. History Reduced 43,959 88,203 2.15% 2.11% 17 -521 -1.17% Q3 2026 Oct 09, 2026
T. Rowe Price Investment Management, Inc. History No change 34,237 70,987 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 32,829 68,067 0.19% 0.19% 19 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 31,108 64,499 0.03% 0.03% 20 0 0.0% Q2 2026 Aug 12, 2026
NORGES BANK History No change 27,956 57,963 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 12, 2026
Cannell & Spears LLC History No change 27,577 57,177 1.02% 1.02% 22 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 25,028 51,892 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 23,505 48,735 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
Mraz, Amerine & Associates, Inc. History Reduced 22,147 44,438 6.94% 6.61% 25 -71 -0.32% Q3 2026 Oct 30, 2026
Allspring Global Investments Holdings, LLC History No change 18,116 37,392 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 17,940 37,196 0.09% 0.09% 27 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 17,722 36,745 0.06% 0.06% 28 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 17,226 35,716 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ History No change 17,104 35,463 1.85% 1.85% 30 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 16,198 33,584 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 15,319 31,762 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 14,833 30,754 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 14,571 30,211 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 14,532 30,130 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 13,838 28,691 0.01% 0.01% 36 0 0.0% Q2 2026 Sep 23, 2026
Quantinno Capital Management LP History No change 12,624 26,174 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 13, 2026
ELKHORN PARTNERS LIMITED PARTNERSHIP History No change 12,320 25,544 21.89% 21.89% 38 0 0.0% Q2 2026 Aug 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 12,206 25,307 0.29% 0.29% 39 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 12,151 25,193 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
BOUSSARD & GAVAUDAN GESTION SAS History No change 11,679 24,459 1.23% 1.23% 41 0 0.0% Q2 2026 Aug 19, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 10,684 22,152 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 07, 2026
FIRST TRUST ADVISORS LP History No change 10,604 21,986 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 9,673 20,055 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 14, 2026
SPEECE THORSON CAPITAL GROUP INC History No change 9,215 19,106 4.08% 4.08% 45 0 0.0% Q2 2026 Aug 04, 2026
WELLS FARGO & COMPANY/MN History No change 8,710 18,058 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 8,412 17,440 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History No change 8,108 16,810 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 7,839 16,253 0.13% 0.13% 49 0 0.0% Q2 2026 Aug 12, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 7,656 15,874 0.28% 0.28% 50 0 0.0% Q2 2026 Aug 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 7,284 15,102 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 7,136 14,795 0.0% 0.0% 52 0 0.0% Q2 2026 Sep 02, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 6,788 14,074 0.04% 0.04% 53 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 6,781 14,059 0.11% 0.11% 54 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 6,760 14,016 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 6,618 13,721 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 6,578 13,638 0.4% 0.4% 57 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 5,410 11,537 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 5,450 11,299 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 5,248 10,881 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
Williams Jones Wealth Management, LLC. History No change 5,193 10,767 0.12% 0.12% 61 0 0.0% Q2 2026 Aug 05, 2026
Swiss National Bank History No change 4,826 10,006 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 11, 2026
WINMILL & CO. INC History No change 4,800 9,952 2.2% 2.2% 63 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 4,178 8,662 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
Phocas Financial Corp. History No change 4,078 8,455 1.17% 1.17% 65 0 0.0% Q2 2026 Jul 30, 2026
Creative Planning History Added to 4,108 8,243 0.0% 0.0% 66 +247 6.4% Q3 2026 Nov 02, 2026
RHUMBLINE ADVISERS History No change 3,898 8,082 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 3,679 7,628 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 3,497 7,250 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
LEE DANNER & BASS INC History No change 3,253 6,527 0.38% 0.39% 70 0 0.0% Q3 2026 Oct 27, 2026
AMERIPRISE FINANCIAL INC History No change 2,852 5,913 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 2,761 5,724 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 24, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 2,532 5,249 0.01% 0.01% 73 0 0.0% Q2 2026 Jul 29, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 2,392 4,959 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 2,369 4,913 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 2,351 4,874 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 10, 2026
Triad Investment Management History Reduced 2,416 4,847 6.43% 5.65% 77 -55 -2.23% Q3 2026 Oct 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 2,335 4,842 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 2,257 4,679 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Regency Capital Management Inc.\DE History No change 2,146 4,449 1.77% 1.77% 80 0 0.0% Q2 2026 Aug 12, 2026
Robeco Institutional Asset Management B.V. History Reduced 2,173 4,360 0.01% 0.01% 81 -11 -0.5% Q3 2026 Oct 20, 2026
DAVENPORT & Co LLC History Reduced 2,097 4,207 0.02% 0.02% 82 -26 -1.22% Q3 2026 Oct 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 1,899 3,937 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History No change 1,868 3,873 0.11% 0.11% 84 0 0.0% Q2 2026 Aug 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 1,867 3,746 0.16% 0.18% 85 -20 -1.06% Q3 2026 Oct 28, 2026
Cerity Partners LLC History No change 1,797 3,726 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 1,765 3,659 0.06% 0.06% 87 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 1,741 3,609 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 07, 2026
XTX Topco Ltd History No change 1,644 3,408 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 1,578 3,271 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 1,553 3,219 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
ExodusPoint Capital Management, LP History No change 1,443 2,991 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 1,475 2,959 0.03% 0.03% 93 +119 8.78% Q3 2026 Oct 27, 2026
AGF MANAGEMENT LTD History Reduced 1,434 2,877 0.01% 0.01% 94 -262 -15.45% Q3 2026 Nov 03, 2026
LPL Financial LLC History No change 1,318 2,733 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 1,316 2,728 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History No change 1,237 2,566 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 1,235 2,561 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 12, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 1,197 2,502 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 1,212 2,432 0.16% 0.15% 100 +133 12.33% Q3 2026 Oct 22, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,169 2,423 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
1834 INVESTMENT ADVISORS CO History No change 1,176 2,360 0.27% 0.28% 102 0 0.0% Q3 2026 Oct 16, 2026
Walleye Capital LLC History No change 1,130 2,342 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 03, 2026
Jupiter Topco LLC History No change 1,123 2,316 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 1,112 2,305 0.02% 0.02% 105 0 0.0% Q2 2026 Jul 23, 2026
PECAUT & CO. History No change 1,142 2,291 0.66% 0.72% 106 0 0.0% Q3 2026 Oct 27, 2026
LEUTHOLD GROUP, LLC History No change 1,104 2,289 0.23% 0.23% 107 0 0.0% Q2 2026 Aug 04, 2026
Midwest Professional Planners, LTD. History Reduced 1,115 2,237 0.44% 0.47% 108 -49 -4.21% Q3 2026 Oct 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,055 2,187 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 19, 2026
Autumn Glory Partners, LLC History No change 1,080 2,167 0.6% 0.63% 110 0 0.0% Q3 2026 Oct 26, 2026
Ethic Inc. History Added to 1,065 2,136 0.02% 0.02% 111 +205 23.84% Q3 2026 Nov 03, 2026
Treasurer of the State of North Carolina History No change 1,026 2,127 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 944 2,073 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
DIVERSIFIED MANAGEMENT INC History New 1,021 2,048 0.36% — 114 +1,021 New Q3 2026 Oct 08, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 990 1,986 0.01% 0.0% 115 +830 518.75% Q3 2026 Oct 28, 2026
Vanguard Global Advisers, LLC History No change 940 1,948 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 927 1,922 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
BRAVE ASSET MANAGEMENT INC History No change 924 1,915 0.41% 0.41% 118 0 0.0% Q2 2026 Jul 08, 2026
State of New Jersey Common Pension Fund D History No change 914 1,895 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 04, 2026
Squarepoint Ops LLC History No change 905 1,876 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 880 1,825 0.01% 0.01% 121 0 0.0% Q2 2026 Jul 10, 2026
Quadrature Capital Ltd History No change 859 1,781 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 851 1,764 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 11, 2026
Allianz Asset Management GmbH History No change 844 1,749 0.0% 0.0% 124 0 0.0% Q2 2026 Sep 02, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 841 1,743 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 817 1,693 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 810 1,678 0.01% 0.01% 127 0 0.0% Q2 2026 Jul 17, 2026
PRIVATE MANAGEMENT GROUP INC History No change 806 1,671 0.04% 0.04% 128 0 0.0% Q2 2026 Jul 31, 2026
FMR LLC History No change 786 1,628 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 767 1,590 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 770 1,544 0.0% 0.0% 131 +16 2.12% Q3 2026 Oct 20, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 721 1,494 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 17, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 701 1,453 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 723 1,450 0.01% 0.01% 134 0 0.0% Q3 2026 Oct 08, 2026
Achmea Investment Management B.V. History New 716 1,437 0.01% — 135 +716 New Q3 2026 Oct 30, 2026
TRUIST FINANCIAL CORP History No change 716 1,436 0.0% 0.0% 136 0 0.0% Q3 2026 Oct 30, 2026
Texas Yale Capital Corp. History No change 687 1,424 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History Added to 679 1,362 0.01% 0.01% 138 +15 2.26% Q3 2026 Nov 03, 2026
OSAIC HOLDINGS, INC. History No change 652 1,351 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 645 1,337 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
ABN AMRO INVESTMENT SOLUTIONS History New 665 1,334 0.01% — 141 +665 New Q3 2026 Oct 21, 2026
Chicago Partners Investment Group LLC History Added to 592 1,317 0.02% 0.02% 142 +69 13.19% Q3 2026 Oct 26, 2026
Vident Advisory, LLC History No change 635 1,316 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 622 1,289 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 617 1,279 0.0% 0.0% 145 0 0.0% Q2 2026 Sep 09, 2026
Corient Private Wealth LP History No change 611 1,267 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 27, 2026
Avior Wealth Management, LLC History No change 619 1,242 0.03% 0.03% 147 0 0.0% Q3 2026 Oct 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 591 1,225 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 692 1,221 0.0% 0.0% 149 +403 139.45% Q3 2026 Oct 13, 2026
BARCLAYS PLC History No change 583 1,208 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History Reduced 600 1,204 0.01% 0.01% 151 -74 -10.98% Q3 2026 Oct 26, 2026
KLP KAPITALFORVALTNING AS History No change 565 1,171 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 551 1,142 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 517 1,071 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 10, 2026
B.O.S.S. Retirement Advisors, LLC History No change 533 1,069 0.31% 0.3% 155 0 0.0% Q3 2026 Oct 26, 2026
TD ASSET MANAGEMENT INC History No change 512 1,061 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 04, 2026
Lexington Hill Partners, LLC History No change 520 1,043 0.46% 0.52% 157 0 0.0% Q3 2026 Oct 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 495 1,026 0.1% 0.1% 158 0 0.0% Q2 2026 Jul 31, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 502 1,007 0.01% — 159 +502 New Q3 2026 Oct 27, 2026
CITIGROUP INC History No change 483 1,001 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 482 999 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 481 997 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 476 987 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 05, 2026
Parker Investment Management, LLC History No change 475 984 0.08% 0.08% 164 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 467 968 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Sendero Wealth Management, LLC History No change 481 965 0.1% 0.1% 166 0 0.0% Q3 2026 Oct 14, 2026
Pathstone Holdings, LLC History No change 458 949 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 447 928 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 10, 2026
Legacy Advisors, LLC History No change 448 898 0.09% 0.09% 169 0 0.0% Q3 2026 Oct 19, 2026
ALLSTATE CORP History No change 433 897 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 433 897 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 427 885 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 07, 2026
Amundi History No change 425 881 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 11, 2026
Savant Capital, LLC History No change 387 826 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 10, 2026
Pictet Asset Management Holding SA History Added to 410 822 0.0% 0.0% 175 +30 7.89% Q3 2026 Nov 03, 2026
Resona Asset Management Co.,Ltd. History No change 394 816 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 29, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 389 806 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 387 802 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
KLINGENSTEIN FIELDS & CO LP History No change 380 787 0.03% 0.03% 179 0 0.0% Q2 2026 Aug 05, 2026
MPS Loria Financial Planners, LLC History No change 383 768 0.15% 0.18% 180 0 0.0% Q3 2026 Oct 14, 2026
Storgate, LLC History No change 370 767 0.16% 0.16% 181 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 363 752 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 12, 2026
Aquatic Capital Management LLC History No change 361 748 0.03% 0.03% 183 0 0.0% Q2 2026 Aug 14, 2026
Roundview Capital LLC History No change 358 742 0.04% 0.04% 184 0 0.0% Q2 2026 Jul 30, 2026
US BANCORP \DE\ History No change 354 733 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History Added to 357 716 0.01% 0.01% 186 +8 2.29% Q3 2026 Oct 15, 2026
GLENMEDE TRUST CO NA History No change 340 704 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 10, 2026
Lummis Asset Management, LP History No change 325 688 0.41% 0.41% 188 0 0.0% Q2 2026 Aug 03, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 332 688 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 06, 2026
Bryant Woods Investment Advisors, LLC History No change 340 682 0.19% 0.2% 190 0 0.0% Q3 2026 Oct 26, 2026
American Capital Advisory, LLC History No change 338 678 0.23% 0.25% 191 0 0.0% Q3 2026 Oct 28, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 323 669 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Asset Management, LLC History No change 329 660 0.14% 0.15% 193 0 0.0% Q3 2026 Oct 08, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 294 609 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History Added to 300 601 0.01% 0.01% 195 +6 2.04% Q3 2026 Oct 28, 2026
BTG Pactual Asset Management US LLC History No change 289 599 0.04% 0.04% 196 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 289 579 0.02% 0.02% 197 +40 16.06% Q3 2026 Oct 08, 2026
Parkway Wealth Management Group, LLC History New 282 565 0.07% — 198 +282 New Q3 2026 Oct 19, 2026
SUMMIT WEALTH GROUP LLC / CO History New 282 565 0.04% — 199 +282 New Q3 2026 Oct 29, 2026
SG Americas Securities, LLC History No change 266 552 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 07, 2026
Essex Bank History No change 275 551 0.11% 0.12% 201 0 0.0% Q3 2026 Oct 16, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 263 545 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Personalized Indexing Management, LLC History No change 257 532 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 11, 2026
Vestcor Inc History No change 255 529 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 11, 2026
OneAscent Financial Services LLC History No change 253 524 0.03% 0.03% 205 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 241 499 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 240 497 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 14, 2026
EQUITABLE TRUST CO History No change 242 485 0.02% 0.02% 208 0 0.0% Q3 2026 Oct 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 228 472 0.07% 0.07% 209 0 0.0% Q2 2026 Aug 10, 2026
Shotwell Rutter Baer Inc History No change 231 463 0.26% 0.26% 210 0 0.0% Q3 2026 Oct 13, 2026
WEDBUSH SECURITIES INC History No change 226 453 0.01% 0.01% 211 0 0.0% Q3 2026 Oct 22, 2026
MEEDER ASSET MANAGEMENT INC History No change 217 449 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 07, 2026
HSBC HOLDINGS PLC History No change 217 449 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 215 445 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
Venturi Wealth Management, LLC History No change 213 441 0.02% 0.02% 215 0 0.0% Q2 2026 Jul 20, 2026
INCEPTIONR LLC History No change 213 441 0.11% 0.11% 216 0 0.0% Q2 2026 Aug 10, 2026
Hudson Value Partners, LLC History No change 206 427 0.11% 0.11% 217 0 0.0% Q2 2026 Jul 10, 2026
Wilmington Savings Fund Society, FSB History Added to 210 421 0.01% 0.01% 218 +23 12.3% Q3 2026 Oct 23, 2026
PRINCIPAL SECURITIES, INC. History No change 200 414 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 04, 2026
Ensign Peak Advisors, Inc History No change 200 414 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 199 412 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 04, 2026
Sage Investment Counsel LLC History No change 200 401 0.4% 0.41% 222 0 0.0% Q3 2026 Oct 26, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 199 399 0.03% 0.03% 223 0 0.0% Q3 2026 Oct 13, 2026
MGO ONE SEVEN LLC History No change 193 386 0.01% 0.01% 224 0 0.0% Q3 2026 Oct 28, 2026
Brown Miller Wealth Management, LLC History Reduced 190 381 0.09% 0.16% 225 -108 -36.24% Q3 2026 Nov 02, 2026
Virtu Financial LLC History No change 182 376 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 178 369 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 18, 2026
NICOLET BANKSHARES INC History No change 167 361 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 174 360 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 12, 2026
Frank, Rimerman Advisors LLC History No change 177 355 0.02% 0.02% 230 0 0.0% Q3 2026 Oct 16, 2026
Swiss Life Asset Management Ltd History Added to 175 351 0.0% 0.0% 231 +3 1.74% Q3 2026 Nov 03, 2026
XPONANCE LLC History Reduced 170 341 0.0% 0.0% 232 -2 -1.16% Q3 2026 Nov 03, 2026
Kestra Advisory Services, LLC History Added to 166 333 0.0% 0.0% 233 +24 16.9% Q3 2026 Nov 02, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 165 330 0.0% — 234 +165 New Q3 2026 Oct 22, 2026
BANK OF NOVA SCOTIA History No change 158 327 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 162 325 0.01% 0.01% 236 +12 8.0% Q3 2026 Oct 23, 2026
Evelyn Partners Group Ltd History No change 154 319 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 07, 2026
Riverwater Partners LLC History No change 158 317 0.09% 0.1% 238 0 0.0% Q3 2026 Nov 03, 2026
SYON CAPITAL LLC History No change 153 317 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 14, 2026
CONNABLE OFFICE INC History No change 152 315 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 150 311 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
Douglass Winthrop Advisors, LLC History No change 150 311 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History Added to 158 302 0.0% 0.0% 243 +9 6.04% Q3 2026 Oct 23, 2026
MILLENNIUM MANAGEMENT LLC History No change 143 296 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
Sagewood Asset Management LP History No change 142 294 0.07% 0.07% 245 0 0.0% Q2 2026 Jul 29, 2026
AMALGAMATED BANK History No change 144 289 0.0% 0.0% 246 0 0.0% Q3 2026 Oct 23, 2026
Chapman Investment Management, LLC History No change 143 286 0.23% 0.24% 247 0 0.0% Q3 2026 Nov 03, 2026
HUB Investment Partners, LLC History Reduced 141 282 0.0% 0.01% 248 -29 -17.06% Q3 2026 Nov 03, 2026
Crestwood Advisors Group, LLC History New 134 268 0.0% — 249 +134 New Q3 2026 Oct 27, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 128 267 0.01% 0.01% 250 -1 -0.78% Q3 2026 Oct 20, 2026
Utah Retirement Systems History No change 126 261 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 126 261 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 11, 2026
PINNACLE ASSOCIATES LTD History Added to 130 260 0.0% 0.0% 253 +1 0.78% Q3 2026 Oct 20, 2026
Kera Capital Partners, Inc. History No change 125 259 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 123 255 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 20, 2026
Numerai GP LLC History No change 123 255 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 14, 2026
Columbia Asset Management History No change 125 250 0.04% 0.05% 257 0 0.0% Q3 2026 Oct 19, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 120 240 0.0% 0.0% 258 -161 -57.3% Q3 2026 Nov 02, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 116 240 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 114 236 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 11, 2026
Athena Investment Management History No change 114 236 0.14% 0.14% 261 0 0.0% Q2 2026 Aug 06, 2026
Perigon Wealth Management, LLC History Added to 116 232 0.0% 0.0% 263 +6 5.45% Q3 2026 Oct 22, 2026
Quantbot Technologies LP History No change 112 232 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 12, 2026
Eagle Bay Advisors LLC History Added to 115 230 0.17% 0.17% 265 +6 5.5% Q3 2026 Oct 16, 2026
One Wealth Advisors, LLC History No change 111 230 0.03% 0.03% 264 0 0.0% Q2 2026 Aug 06, 2026
GREAT LAKES ADVISORS, LLC History No change 110 228 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 10, 2026
Mission Creek Capital Partners, Inc. History No change 110 228 0.04% 0.04% 267 0 0.0% Q2 2026 Aug 14, 2026
Gibbs Wealth Management History New 110 220 0.02% — 268 +110 New Q3 2026 Oct 22, 2026
DnB Asset Management AS History No change 105 217 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 104 215 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 10, 2026
Empowered Funds, LLC History No change 103 213 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 100 207 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 100 207 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 13, 2026
Ballentine Partners, LLC History No change 100 207 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 17, 2026
Gladstone Institutional Advisory LLC History No change 100 207 0.01% 0.01% 275 0 0.0% Q2 2026 Jul 27, 2026
Ackerman Asset Management, LLC History No change 100 207 0.12% 0.12% 276 0 0.0% Q2 2026 Aug 10, 2026
EQUITY INVESTMENT CORP History No change 99 205 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 07, 2026
NorthCrest Asset Manangement, LLC History New 99 203 0.0% — 278 +99 New Q3 2026 Oct 09, 2026
SIGNATUREFD, LLC History Added to 100 200 0.0% 0.0% 281 +33 49.25% Q3 2026 Oct 23, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 100 200 0.01% 0.01% 279 0 0.0% Q3 2026 Oct 13, 2026
EASTERN BANK History No change 100 200 0.0% 0.0% 280 0 0.0% Q3 2026 Oct 05, 2026
CHICAGO TRUST Co NA History No change 100 200 0.03% 0.03% 282 0 0.0% Q3 2026 Oct 28, 2026
Citadel Investment Advisory, Inc. History No change 100 200 0.09% 0.09% 283 0 0.0% Q3 2026 Oct 15, 2026
NovaPoint Capital, LLC History No change 100 200 0.04% 0.04% 284 0 0.0% Q3 2026 Oct 22, 2026
STRS OHIO History Added to 91 182 0.0% 0.0% 285 +11 13.75% Q3 2026 Oct 30, 2026
State of Wyoming History New 89 178 0.01% — 286 +89 New Q3 2026 Oct 28, 2026
Global Retirement Partners, LLC History No change 85 176 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 06, 2026
KBC Group NV History No change 72 144 0.0% 0.0% 288 0 0.0% Q3 2026 Oct 22, 2026
Sterling Capital Management LLC History Reduced 70 140 0.0% 0.0% 289 -2 -2.78% Q3 2026 Oct 22, 2026
Federation des caisses Desjardins du Quebec History No change 65 134 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 64 132 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 05, 2026
Blue Trust, Inc. History Added to 65 130 0.0% 0.0% 292 +3 4.84% Q3 2026 Oct 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 61 126 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 60 125 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
Quantum Portfolio Management LLC History No change 60 124 0.04% 0.04% 295 0 0.0% Q2 2026 Aug 14, 2026
STEPH & CO History Reduced 56 112 0.03% 0.03% 296 -2 -3.45% Q3 2026 Oct 07, 2026
Tower Research Capital LLC (TRC) History No change 54 111 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 11, 2026
Covestor Ltd History Reduced 54 110 0.07% 0.07% 298 -4 -6.9% Q3 2026 Oct 30, 2026
BFC Planning, Inc. History No change 52 107 0.0% 0.0% 299 0 0.0% Q2 2026 Oct 29, 2026
Bayforest Capital Ltd History New 51 102 0.15% — 300 +51 New Q3 2026 Nov 03, 2026
Parallel Advisors, LLC History Reduced 49 98 0.0% 0.0% 301 -5 -9.26% Q3 2026 Nov 03, 2026
Allworth Financial LP History No change 45 93 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 11, 2026
Quent Capital, LLC History No change 41 85 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 40 82 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History No change 40 82 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 40 80 0.01% 0.01% 306 0 0.0% Q3 2026 Oct 23, 2026
Basecamp Wealth Advisors LLC History No change 37 76 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 36 74 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 13, 2026
Davis Capital Management History No change 37 74 0.04% 0.04% 309 0 0.0% Q3 2026 Oct 08, 2026
BNP Paribas Asset Management Holding S.A. History No change 35 72 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 35 70 0.01% 0.0% 311 +11 45.83% Q3 2026 Oct 01, 2026
WPG Advisers, LLC History Reduced 23 46 0.02% 0.03% 312 -2 -8.0% Q3 2026 Oct 27, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 22 45 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 21 43 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 11, 2026
Fortitude Family Office, LLC History Added to 21 42 0.01% 0.01% 315 +1 5.0% Q3 2026 Oct 14, 2026
FIFTH THIRD BANCORP History No change 20 41 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 05, 2026
Caitong International Asset Management Co., Ltd History Reduced 20 40 0.0% 0.01% 317 -3 -13.04% Q3 2026 Oct 29, 2026
Reyes Financial Architecture, Inc. History No change 20 40 0.02% 0.02% 318 0 0.0% Q3 2026 Oct 21, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 19 39 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 10, 2026
BESSEMER GROUP INC History No change 19 39 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 17 35 0.0% 0.0% 321 0 0.0% Q2 2026 Jul 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History New 17 34 0.0% — 322 +17 New Q3 2026 Oct 22, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 15 31 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 15 31 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History Added to 15 30 0.0% 0.0% 325 +2 15.38% Q3 2026 Oct 26, 2026
Larson Financial Group LLC History No change 14 29 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History Added to 14 28 0.0% 0.0% 328 +2 16.67% Q3 2026 Oct 27, 2026
PRIVATE TRUST CO NA History No change 14 28 0.0% 0.0% 327 0 0.0% Q3 2026 Oct 20, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 12 24 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 11 22 0.0% 0.0% 331 -1 -8.33% Q3 2026 Oct 28, 2026
HUNTINGTON NATIONAL BANK History No change 11 22 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 11 22 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 9 18 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 07, 2026
BFSG, LLC History No change 9 18 0.0% 0.0% 334 0 0.0% Q3 2026 Oct 30, 2026
CoreFirst Bank & Trust History No change 9 18 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 05, 2026
Bell Investment Advisors, Inc History No change 8 16 0.0% 0.0% 336 0 0.0% Q3 2026 Oct 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 8 16 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 24, 2026
Signature Equity Partners, LLC History Added to 7 14 0.0% 0.0% 340 +4 133.33% Q3 2026 Oct 29, 2026
MATHER GROUP, LLC. History Added to 7 14 0.0% 0.0% 338 +2 40.0% Q3 2026 Oct 14, 2026
Private Wealth Asset Management, LLC History No change 7 14 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 6 12 0.0% 0.0% 341 0 0.0% Q2 2026 Jul 31, 2026
JFS WEALTH ADVISORS, LLC History No change 6 12 0.0% 0.0% 342 0 0.0% Q3 2026 Nov 03, 2026
1620 INVESTMENT ADVISORS, INC. History No change 6 12 0.01% 0.01% 343 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 6 12 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 5 10 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 06, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 4 8 0.0% — 349 +4 New Q3 2026 Oct 16, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 4 8 0.0% 0.0% 348 +3 300.0% Q3 2026 Oct 07, 2026
ASSETMARK, INC History No change 4 8 0.0% 0.0% 346 0 0.0% Q3 2026 Oct 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 4 8 0.0% 0.0% 347 0 0.0% Q3 2026 Oct 27, 2026
True Wealth Design, LLC History Added to 3 6 0.0% 0.0% 355 +2 200.0% Q3 2026 Oct 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 3 6 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 06, 2026
SouthState Bank Corp History No change 3 6 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF VERMONT History No change 3 6 0.0% 0.0% 352 0 0.0% Q3 2026 Oct 21, 2026
MV CAPITAL MANAGEMENT, INC. History No change 3 6 0.0% 0.0% 353 0 0.0% Q3 2026 Oct 29, 2026
EverSource Wealth Advisors, LLC History No change 3 6 0.0% 0.0% 354 0 0.0% Q2 2026 Jul 24, 2026
IFP Advisors, Inc History New 2 4 0.0% — 363 +2 New Q3 2026 Oct 16, 2026
Root Financial Partners, LLC History New 2 4 0.0% — 364 +2 New Q3 2026 Oct 21, 2026
Creative Capital Management Investments LLC History Added to 2 4 0.0% 0.0% 359 +1 100.0% Q3 2026 Oct 27, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 2 4 0.0% 0.0% 356 0 0.0% Q2 2026 Oct 30, 2026
Marquette Asset Management, LLC History No change 2 4 0.0% 0.0% 357 0 0.0% Q3 2026 Oct 09, 2026
TD Capital Management LLC History No change 2 4 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 06, 2026
Sachetta, LLC History No change 2 4 0.0% 0.0% 360 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Management Group, LLC History No change 2 4 0.0% 0.0% 361 0 0.0% Q3 2026 Oct 19, 2026
Hughes Financial Services, LLC History No change 2 4 0.0% 0.0% 362 0 0.0% Q3 2026 Oct 30, 2026
FINANCIAL CONSULATE, INC History New 1 2 0.0% — 370 +1 New Q3 2026 Oct 23, 2026
GoalVest Advisory LLC History New 1 2 0.0% — 371 +1 New Q3 2026 Oct 02, 2026
Ascentis Wealth Management, LLC History New 1 2 0.0% — 372 +1 New Q3 2026 Nov 03, 2026
Elyxium Wealth, LLC History New 1 2 0.0% — 373 +1 New Q3 2026 Oct 27, 2026
CVA Family Office, LLC History No change 1 2 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 07, 2026
Quarry LP History No change 1 2 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 14, 2026
Financial Network Wealth Advisors LLC History No change 1 2 0.0% 0.0% 367 0 0.0% Q3 2026 Oct 27, 2026
Kilter Group LLC History No change 1 2 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 11, 2026
Burk Holdings LLC History No change 1 2 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History Closed out 0 0 — 0.0% — -119 -100.0% Q3 2026 Oct 15, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.02% — -111 -100.0% Q3 2026 Oct 16, 2026
Vise Technologies, Inc. History Closed out 0 0 — 0.0% — -101 -100.0% Q3 2026 Oct 28, 2026
Miller Global Investments, LLC History Closed out 0 0 — 0.02% — -12 -100.0% Q3 2026 Oct 02, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.0% — -1 -100.0% Q3 2026 Oct 05, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -1 -100.0% Q3 2026 Oct 20, 2026