Essential Utilities, Inc. - WTRG

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 33,433,285 1,280,829 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 16,340,786 626,015 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 13,119,170 502,595 0.01% 0.01% 3 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 12,782,196 489,685 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 6,489,675 248,619 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 5,279,933 202,325 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 5,119,221 196,987 0.16% 0.16% 7 0 0.0% Q2 2026 Aug 05, 2026
Amundi History No change 4,333,385 166,046 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 4,153,002 159,101 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 14, 2026
AQR Arbitrage LLC History No change 3,858,057 147,802 2.1% 2.1% 10 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 3,504,219 134,246 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 3,398,595 130,200 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History Added to 3,233,682 126,727 0.12% 0.01% 13 +2,989,455 1224.05% Q3 2026 Oct 15, 2026
NORTHERN TRUST CORP History No change 3,299,746 126,413 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 3,276,730 125,531 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 13, 2026
ANTIPODES PARTNERS Ltd History No change 3,266,286 125,131 2.29% 2.29% 16 0 0.0% Q2 2026 Aug 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 3,229,542 123,723 0.15% 0.15% 17 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 3,006,373 115,175 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 2,753,727 106,333 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 2,413,662 92,467 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 06, 2026
Invesco Ltd. History No change 2,401,088 91,985 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Boston Trust Walden Corp History Reduced 2,301,599 90,199 0.73% 0.72% 22 -161,862 -6.57% Q3 2026 Oct 30, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 2,243,125 85,934 0.13% 0.13% 23 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 2,092,331 80,157 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 2,086,569 79,936 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 13, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 2,054,683 78,714 0.74% 0.74% 26 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,992,288 76,324 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 1,950,669 74,730 0.05% 0.05% 28 0 0.0% Q2 2026 Aug 13, 2026
Empower Advisory Group, LLC History No change 1,871,675 71,703 0.17% 0.17% 29 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History Reduced 1,827,223 71,609 0.07% 0.09% 30 -696,819 -27.61% Q3 2026 Nov 03, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,794,358 68,741 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 13, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History No change 1,780,349 68,205 4.56% 4.56% 32 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,776,094 68,042 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 1,774,130 67,966 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 1,628,583 62,391 0.23% 0.23% 35 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,525,066 58,425 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 1,503,622 57,603 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 03, 2026
Gotham Asset Management, LLC History No change 1,443,959 55,318 0.13% 0.13% 38 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 1,383,319 52,994 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 1,344,324 51,501 0.08% 0.08% 40 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,268,732 51,091 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 14, 2026
Epoch Investment Partners, Inc. History No change 1,282,362 49,127 0.28% 0.28% 42 0 0.0% Q2 2026 Aug 13, 2026
Magnetar Financial LLC History No change 1,258,246 48,203 0.44% 0.44% 43 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 1,247,728 47,800 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 1,241,270 47,553 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,133,353 43,418 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 980,246 37,553 0.08% 0.08% 47 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 968,932 37,119 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 899,973 34,477 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 821,077 31,455 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 811,977 31,106 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 810,036 31,032 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 788,035 30,190 0.24% 0.24% 53 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 760,238 29,327 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Added to 720,312 28,229 0.04% 0.04% 55 +13,221 1.87% Q3 2026 Oct 28, 2026
Nuveen, LLC History No change 683,783 26,195 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 651,756 25,542 0.01% 0.01% 57 +7,772 1.21% Q3 2026 Nov 02, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 661,098 25,326 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 613,050 23,485 0.15% 0.15% 59 0 0.0% Q2 2026 Aug 12, 2026
AEGON ASSET MANAGEMENT UK PLC History No change 603,488 23,119 0.25% 0.25% 60 0 0.0% Q2 2026 Jul 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 595,876 22,828 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 592,104 22,683 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 552,800 21,177 0.11% 0.11% 63 0 0.0% Q2 2026 Aug 14, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 552,000 21,147 0.09% 0.09% 64 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 545,007 20,879 0.02% 0.02% 65 0 0.0% Q2 2026 Sep 02, 2026
Swiss National Bank History No change 540,000 20,687 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 11, 2026
Schonfeld Strategic Advisors LLC History No change 528,483 20,246 0.07% 0.07% 67 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 506,900 19,419 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 489,451 18,752 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 459,579 18,010 0.08% 0.08% 70 +3,499 0.77% Q3 2026 Nov 03, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 465,697 17,840 0.21% 0.21% 71 0 0.0% Q2 2026 Aug 06, 2026
Kintayl Capital LP History No change 462,708 17,726 7.04% 7.04% 72 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 405,949 15,551 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
MIROVA History No change 398,722 15,275 0.56% 0.56% 74 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 395,336 15,128 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 394,559 15,115 0.02% 0.02% 76 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 385,020 14,750 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 380,232 14,566 1.77% 1.77% 78 0 0.0% Q2 2026 Aug 11, 2026
Trexquant Investment LP History No change 350,865 13,441 0.08% 0.08% 79 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 322,647 12,360 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 321,500 12,316 0.15% 0.15% 81 0 0.0% Q2 2026 Aug 13, 2026
Magellan Asset Management Ltd History No change 320,787 12,289 0.27% 0.27% 82 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 312,425 11,969 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 24, 2026
NATIXIS ADVISORS, LLC History No change 311,246 11,923 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 14, 2026
MUFG Securities EMEA plc History No change 305,721 11,712 0.12% 0.12% 85 0 0.0% Q2 2026 Aug 12, 2026
Virtu Financial LLC History No change 305,586 11,707 0.37% 0.37% 86 0 0.0% Q2 2026 Aug 13, 2026
Retirement Systems of Alabama History No change 293,357 11,238 0.03% 0.03% 87 0 0.0% Q2 2026 Jul 28, 2026
RAYMOND JAMES FINANCIAL INC History No change 292,042 11,188 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 289,905 11,106 0.01% 0.01% 89 0 0.0% Q2 2026 Sep 09, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 289,025 11,072 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA History No change 284,606 10,903 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 12, 2026
Maryland State Retirement & Pension System History No change 284,005 10,880 0.19% 0.19% 92 0 0.0% Q2 2026 Jul 30, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History No change 274,998 10,535 0.15% 0.15% 93 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 266,743 10,454 0.02% 0.02% 94 -12,992 -4.64% Q3 2026 Oct 22, 2026
D. E. Shaw & Co., Inc. History No change 272,252 10,429 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 264,413 10,129 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 261,289 10,010 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 12, 2026
ING GROEP NV History No change 258,000 9,883 0.05% 0.05% 98 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History Added to 237,193 9,452 0.43% 0.41% 99 +4,497 1.93% Q3 2026 Oct 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 246,561 9,445 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 245,699 9,412 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 234,780 9,201 0.01% 0.01% 102 +19,951 9.29% Q3 2026 Nov 02, 2026
NUANCE INVESTMENTS, LLC History No change 238,896 9,152 1.56% 1.56% 103 0 0.0% Q2 2026 Aug 07, 2026
MARSHALL WACE, LLP History No change 237,937 9,115 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 13, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 236,193 9,048 0.41% 0.41% 105 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 235,283 9,013 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 13, 2026
Aberdeen Group plc History No change 227,500 8,715 0.01% 0.01% 107 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 225,968 8,656 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 222,971 8,542 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 217,677 8,530 0.0% 0.0% 110 +15,695 7.77% Q3 2026 Nov 02, 2026
Vanguard Investments Australia, Ltd. History No change 219,016 8,390 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 13, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Added to 211,630 8,293 0.7% 0.66% 112 +256 0.12% Q3 2026 Oct 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 202,400 7,745 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 06, 2026
XTX Topco Ltd History No change 197,874 7,580 0.1% 0.1% 114 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 196,584 7,531 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Covea Finance History Added to 178,800 7,007 0.23% 0.2% 116 +17,300 10.71% Q3 2026 Oct 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 182,214 6,980 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 07, 2026
ABC ARBITRAGE SA History Reduced 175,733 6,886 0.68% 0.75% 118 -4,543 -2.52% Q3 2026 Oct 23, 2026
Allworth Financial LP History No change 172,667 6,614 0.03% 0.03% 119 0 0.0% Q2 2026 Aug 11, 2026
MACQUARIE GROUP LTD History No change 172,270 6,599 0.03% 0.03% 120 0 0.0% Q2 2026 Aug 14, 2026
NewSquare Capital LLC History No change 171,674 6,576 0.49% 0.49% 121 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 171,350 6,564 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 170,133 6,517 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 168,187 6,443 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 165,749 6,350 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 05, 2026
APG Asset Management N.V. History No change 182,451 6,113 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 155,782 5,968 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 12, 2026
South Dakota Investment Council History No change 155,499 5,957 0.1% 0.1% 128 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 155,290 5,949 0.23% 0.23% 129 0 0.0% Q2 2026 Aug 12, 2026
Point72 Asset Management, L.P. History No change 153,300 5,872 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 14, 2026
Wills Financial Group LLC History No change 152,307 5,834 2.12% 2.12% 131 0 0.0% Q2 2026 Aug 14, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 145,577 5,577 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 12, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 139,356 5,461 0.16% 0.15% 133 +5,914 4.43% Q3 2026 Oct 22, 2026
BANK OF MONTREAL /CAN/ History No change 142,094 5,443 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
TORONTO DOMINION BANK History No change 141,089 5,405 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 140,758 5,392 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 04, 2026
GUGGENHEIM CAPITAL LLC History No change 140,272 5,373 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 139,695 5,351 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 138,340 5,299 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 11, 2026
MetLife Investment Management, LLC History No change 136,553 5,231 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 13, 2026
Hamilton Point Investment Advisors, LLC History Added to 131,499 5,153 0.71% 0.71% 141 +644 0.49% Q3 2026 Nov 03, 2026
AMALGAMATED BANK History Added to 127,271 4,988 0.03% 0.03% 142 +1,055 0.84% Q3 2026 Oct 23, 2026
Police & Firemen's Retirement System of New Jersey History No change 129,436 4,958 0.04% 0.04% 143 0 0.0% Q2 2026 Jul 23, 2026
Coston, McIsaac & Partners History No change 128,308 4,914 0.99% 0.99% 144 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 126,558 4,848 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 124,417 4,766 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 120,658 4,622 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 120,619 4,621 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 118,200 4,530 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
HENNESSY ADVISORS INC History No change 112,300 4,401 0.17% 0.14% 150 0 0.0% Q3 2026 Oct 28, 2026
HM PAYSON & CO History No change 114,308 4,379 0.06% 0.06% 151 0 0.0% Q2 2026 Jul 17, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 113,001 4,329 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 107,822 4,130 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 106,897 4,095 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 14, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 103,740 4,065 0.41% 0.45% 155 -16,627 -13.81% Q3 2026 Oct 08, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 103,411 4,052 0.04% 0.04% 156 -1,876 -1.78% Q3 2026 Oct 23, 2026
NFJ INVESTMENT GROUP, LLC History No change 105,602 4,045 0.14% 0.14% 157 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 104,650 4,009 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 101,101 3,873 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 98,527 3,774 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 19, 2026
Federation des caisses Desjardins du Quebec History No change 97,433 3,732 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 13, 2026
PensionDanmark Pensionsforsikringsaktieselskab History Reduced 93,512 3,664 0.03% 0.04% 162 -44,396 -32.19% Q3 2026 Oct 19, 2026
BROWN ADVISORY INC History No change 94,400 3,616 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 92,130 3,529 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 05, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 87,439 3,483 0.71% 0.71% 165 0 0.0% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 89,334 3,422 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
Trilogy Capital Inc. History Added to 86,946 3,407 0.13% 0.12% 167 +4,061 4.9% Q3 2026 Oct 20, 2026
Arax Advisory Partners History No change 88,802 3,402 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 87,772 3,398 0.01% 0.01% 169 -8,944 -9.25% Q3 2026 Oct 13, 2026
Inspire Advisors, LLC History No change 88,020 3,363 0.23% 0.23% 170 0 0.0% Q2 2026 Aug 13, 2026
CoreCommodity Management, LLC History No change 86,836 3,326 0.66% 0.66% 171 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Added to 84,300 3,303 0.05% 0.05% 172 +1,300 1.57% Q3 2026 Oct 20, 2026
KLP KAPITALFORVALTNING AS History No change 85,800 3,286 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 84,819 3,250 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 82,624 3,238 0.01% 0.01% 175 -8,112 -8.94% Q3 2026 Nov 02, 2026
Texas Yale Capital Corp. History No change 84,138 3,223 0.07% 0.07% 176 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 83,988 3,217 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
CAMBIAR INVESTORS LLC History No change 83,667 3,205 0.14% 0.14% 178 0 0.0% Q2 2026 Jul 31, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 83,190 3,187 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 81,214 3,110 0.0% 0.0% 180 0 0.0% Q2 2026 Sep 23, 2026
Polar Asset Management Partners Inc. History No change 80,780 3,094 0.05% 0.05% 181 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 80,726 3,092 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 17, 2026
A. D. Beadell Investment Counsel, Inc. History Reduced 78,720 3,085 2.04% 1.97% 183 -1,500 -1.87% Q3 2026 Oct 14, 2026
Man Group plc History No change 80,000 3,064 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 14, 2026
Odyssean, LLC History No change 79,254 3,036 0.49% 0.49% 185 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History Reduced 77,196 3,025 0.07% 0.07% 186 -6,834 -8.13% Q3 2026 Oct 23, 2026
Vontobel Holding Ltd. History Reduced 77,014 3,018 0.01% 0.01% 187 -1,189 -1.52% Q3 2026 Oct 16, 2026
State of New Jersey Common Pension Fund D History No change 78,493 3,007 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 04, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 76,409 2,994 0.03% 0.03% 189 -4,316 -5.35% Q3 2026 Oct 22, 2026
GREAT LAKES ADVISORS, LLC History No change 78,045 2,989 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 78,000 2,988 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 13, 2026
ABN AMRO INVESTMENT SOLUTIONS History No change 75,980 2,977 0.02% 0.03% 192 0 0.0% Q3 2026 Oct 21, 2026
Arizona State Retirement System History Added to 75,899 2,974 0.01% 0.01% 193 +1,636 2.2% Q3 2026 Nov 03, 2026
Bridgewater Associates, LP History No change 77,551 2,970 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 14, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 74,154 2,906 0.03% 0.0% 195 +63,791 615.56% Q3 2026 Oct 13, 2026
CITADEL ADVISORS LLC History No change 74,712 2,862 0.0% 0.0% 196 0 0.0% Q2 2026 Sep 02, 2026
Jacobi Capital Management LLC History No change 73,144 2,802 0.14% 0.14% 197 0 0.0% Q2 2026 Jul 31, 2026
GLENMEDE TRUST CO NA History No change 71,234 2,728 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 10, 2026
AGF MANAGEMENT LTD History Reduced 69,588 2,727 0.01% 0.01% 199 -12,270 -14.99% Q3 2026 Nov 03, 2026
Aurora Investment Counsel History No change 68,633 2,629 1.35% 1.35% 200 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Investment Partners, Inc. History No change 68,480 2,623 0.07% 0.07% 201 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 68,180 2,612 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 06, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 66,571 2,608 0.01% 0.01% 203 +200 0.3% Q3 2026 Oct 27, 2026
Synergy Asset Management, LLC History No change 66,112 2,532 0.24% 0.24% 204 0 0.0% Q2 2026 Jul 22, 2026
Energy Income Partners, LLC History No change 65,916 2,525 0.04% 0.04% 205 0 0.0% Q2 2026 Aug 07, 2026
ALPS ADVISORS INC History Reduced 64,144 2,513 0.01% 0.02% 206 -61,285 -48.86% Q3 2026 Nov 02, 2026
Secure Asset Management, LLC History Added to 62,860 2,463 0.33% 0.31% 207 +4,512 7.73% Q3 2026 Oct 19, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 63,802 2,444 0.03% 0.03% 208 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 63,504 2,433 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 63,416 2,429 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 05, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 63,121 2,418 0.04% 0.04% 211 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History Reduced 60,097 2,362 0.0% 0.02% 212 -293,739 -83.02% Q3 2026 Oct 27, 2026
GAMCO INVESTORS, INC. ET AL History No change 60,603 2,321 0.02% 0.02% 213 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 60,242 2,307 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 58,788 2,303 0.02% 0.02% 215 +200 0.34% Q3 2026 Oct 29, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 59,400 2,276 0.06% 0.06% 216 0 0.0% Q2 2026 Jul 29, 2026
Jain Global LLC History No change 56,012 2,145 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 55,698 2,133 0.16% 0.16% 218 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Advisors Inc. History No change 54,792 2,062 0.11% 0.11% 219 0 0.0% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History No change 53,801 2,061 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 52,557 2,059 0.01% 0.0% 221 +26,068 98.41% Q3 2026 Oct 28, 2026
Machina Capital S.A.S. History No change 51,534 1,974 0.31% 0.31% 222 0 0.0% Q2 2026 Aug 10, 2026
Intesa Sanpaolo S.p.A. History No change 50,181 1,922 0.07% 0.07% 223 0 0.0% Q2 2026 Jul 31, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 48,485 1,900 0.38% 0.38% 224 -2,105 -4.16% Q3 2026 Oct 07, 2026
Vise Technologies, Inc. History Added to 47,922 1,878 0.02% 0.01% 225 +19,466 68.41% Q3 2026 Oct 28, 2026
Advisors Asset Management, Inc. History No change 48,563 1,860 0.03% 0.03% 226 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 46,821 1,794 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 45,662 1,749 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 07, 2026
HEARTLAND ADVISORS INC History No change 45,489 1,742 0.08% 0.08% 229 0 0.0% Q2 2026 Aug 11, 2026
Ilmarinen Mutual Pension Insurance Co History No change 45,000 1,724 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 44,961 1,722 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 43,814 1,717 0.0% 0.01% 232 -2,074 -4.52% Q3 2026 Oct 20, 2026
CAPTRUST FINANCIAL ADVISORS History No change 44,789 1,715 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History No change 44,666 1,711 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 14, 2026
MANGROVE PARTNERS IM, LLC History No change 42,999 1,647 0.11% 0.11% 235 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 42,987 1,646 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 14, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 42,000 1,645 0.35% — 237 +42,000 New Q3 2026 Nov 02, 2026
SHELTON CAPITAL MANAGEMENT History No change 42,470 1,627 0.03% 0.03% 238 0 0.0% Q2 2026 Aug 14, 2026
Weaver C. Barksdale & Associates, Inc. History No change 42,413 1,624 1.46% 1.46% 239 0 0.0% Q2 2026 Aug 13, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 39,328 1,541 0.15% 0.15% 240 -136 -0.34% Q3 2026 Oct 27, 2026
Focus Partners Wealth History No change 39,799 1,524 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 12, 2026
Radnor Capital Management, LLC History Reduced 38,735 1,518 0.21% 0.21% 242 -500 -1.27% Q3 2026 Oct 23, 2026
Versor Investments LP History Added to 38,353 1,503 2.51% 1.27% 243 +22,591 143.33% Q3 2026 Oct 23, 2026
Sequoia Financial Advisors, LLC History No change 39,212 1,502 0.01% 0.01% 244 0 0.0% Q2 2026 Jul 17, 2026
Vanguard Personalized Indexing Management, LLC History No change 38,324 1,468 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 37,939 1,453 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 12, 2026
Olympiad Research LP History No change 37,813 1,448 3.01% 3.01% 247 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 37,225 1,426 0.01% 0.01% 248 0 0.0% Q2 2026 Jul 27, 2026
QUADRANT CAPITAL GROUP LLC History Added to 36,098 1,418 0.04% 0.04% 249 +965 2.75% Q3 2026 Oct 20, 2026
Capital Innovations LLC History No change 36,596 1,402 0.36% 0.36% 250 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 36,293 1,390 0.02% 0.02% 251 0 0.0% Q2 2026 Jul 21, 2026
M&T BANK CORP History No change 36,200 1,386 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 04, 2026
Kestra Advisory Services, LLC History Added to 34,626 1,356 0.0% 0.0% 253 +3,437 11.02% Q3 2026 Nov 02, 2026
Steward Partners Investment Advisory, LLC History No change 35,247 1,350 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 13, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 34,350 1,346 0.25% 0.25% 255 0 0.0% Q3 2026 Oct 14, 2026
Clear Harbor Asset Management, LLC History No change 34,962 1,339 0.08% 0.08% 256 0 0.0% Q2 2026 Aug 12, 2026
ALLSTATE CORP History No change 34,775 1,332 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Reduced 33,732 1,321 0.01% 0.01% 258 -1,195 -3.42% Q3 2026 Nov 03, 2026
CHRISTINE MESSMER PC History No change 34,500 1,321 0.74% 0.74% 259 0 0.0% Q2 2026 Jul 23, 2026
HB Wealth Management, LLC History Added to 40,050 1,311 0.01% 0.01% 260 +10,918 37.48% Q3 2026 Oct 23, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 33,588 1,286 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 10, 2026
Investors Research Corp History Reduced 32,558 1,275 0.22% 0.23% 262 -1,209 -3.58% Q3 2026 Oct 07, 2026
Tower Research Capital LLC (TRC) History No change 32,628 1,249 0.03% 0.03% 263 0 0.0% Q2 2026 Aug 11, 2026
PHILADELPHIA TRUST CO History No change 32,464 1,244 0.08% 0.08% 264 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 31,982 1,225 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 27, 2026
Pacer Advisors, Inc. History No change 31,809 1,219 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History Added to 30,902 1,211 0.01% 0.01% 267 +4,196 15.71% Q3 2026 Oct 15, 2026
D.A. DAVIDSON & CO. History Reduced 30,881 1,210 0.01% 0.01% 268 -183 -0.59% Q3 2026 Oct 27, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 31,519 1,207 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 31,084 1,190 0.0% 0.0% 270 0 0.0% Q2 2026 Oct 27, 2026
Moors & Cabot, Inc. History No change 30,768 1,178 0.05% 0.05% 271 0 0.0% Q2 2026 Aug 10, 2026
NINE MASTS CAPITAL Ltd History No change 30,000 1,149 0.12% 0.12% 272 0 0.0% Q2 2026 Aug 07, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 29,247 1,146 0.0% 0.0% 273 -20,957 -41.74% Q3 2026 Oct 29, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 29,056 1,138 0.02% 0.01% 274 +15,099 108.18% Q3 2026 Oct 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 29,279 1,121 0.04% 0.04% 275 0 0.0% Q2 2026 Aug 06, 2026
BLB&B Advisors, LLC History Reduced 28,113 1,101 0.04% 0.04% 276 -1,694 -5.68% Q3 2026 Oct 27, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 28,323 1,085 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
PW Nova Financial Services LLC History Added to 27,208 1,066 0.22% 0.21% 278 +1,956 7.75% Q3 2026 Oct 15, 2026
IFM Investors Pty Ltd History Added to 26,978 1,057 0.01% 0.01% 279 +6,729 33.23% Q3 2026 Oct 13, 2026
State of Alaska, Department of Revenue History Reduced 26,881 1,053 0.01% 0.01% 280 -910 -3.27% Q3 2026 Oct 15, 2026
BLAIR WILLIAM & CO/IL History No change 27,420 1,050 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 11, 2026
Addison Capital Co History No change 27,101 1,038 0.17% 0.17% 282 0 0.0% Q2 2026 Aug 04, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 26,984 1,033 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History No change 26,990 1,033 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 14, 2026
Pine Valley Investments Ltd Liability Co History No change 26,888 1,030 0.04% 0.04% 285 0 0.0% Q2 2026 Jul 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 26,876 1,029 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 13, 2026
apricus wealth, LLC History No change 26,262 1,029 0.46% 0.48% 287 0 0.0% Q3 2026 Oct 26, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 26,545 1,017 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 10, 2026
Inspire Investing, LLC History Reduced 25,894 1,014 0.04% 0.05% 289 -5,118 -16.5% Q3 2026 Oct 22, 2026
Sterling Investment Advisors, Ltd. History Reduced 25,658 1,005 0.17% 0.17% 290 -1,000 -3.75% Q3 2026 Oct 27, 2026
BLACKHILL CAPITAL INC History No change 26,041 997 0.04% 0.04% 291 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 25,815 988 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 14, 2026
Ridgewood Investments LLC History Added to 24,790 971 0.36% 0.3% 293 +3,870 18.5% Q3 2026 Oct 05, 2026
Generali Asset Management SPA SGR History Reduced 24,752 970 0.02% 0.03% 294 -14,254 -36.54% Q3 2026 Oct 26, 2026
Rodgers Brothers Inc. History No change 24,813 950 0.09% 0.09% 295 0 0.0% Q2 2026 Aug 05, 2026
Kingdom Financial Group LLC. History No change 24,402 934 0.24% 0.24% 296 0 0.0% Q2 2026 Aug 07, 2026
Wealthcare Advisory Partners LLC History Reduced 23,741 930 0.02% 0.02% 297 -162 -0.68% Q3 2026 Oct 21, 2026
CenterBook Partners LP History Added to 23,563 923 0.04% 0.02% 299 +14,958 173.83% Q3 2026 Nov 02, 2026
Perigon Wealth Management, LLC History Added to 23,552 923 0.01% 0.01% 298 +3,227 15.88% Q3 2026 Oct 22, 2026
Hamrick Investment Counsel, llc History No change 23,896 915 0.61% 0.61% 300 0 0.0% Q2 2026 Aug 13, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History No change 23,763 910 0.13% 0.13% 301 0 0.0% Q2 2026 Aug 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 22,905 897 0.04% 0.02% 302 -4,326 -15.89% Q3 2026 Oct 21, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 23,408 896 0.01% 0.01% 303 0 0.0% Q2 2026 Sep 23, 2026
Bleakley Financial Group, LLC History No change 23,330 893 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 05, 2026
GSA CAPITAL PARTNERS LLP History No change 23,277 892 0.06% 0.06% 305 0 0.0% Q2 2026 Aug 06, 2026
Robeco Schweiz AG History New 22,341 875 0.02% — 307 +22,341 New Q3 2026 Oct 23, 2026
Bernardo Wealth Planning LLC History Added to 22,338 875 0.07% 0.07% 306 +11,542 106.91% Q3 2026 Oct 23, 2026
Y-Intercept (Hong Kong) Ltd History New 21,821 855 0.02% — 308 +21,821 New Q3 2026 Oct 16, 2026
BFSG, LLC History Reduced 21,551 844 0.07% 0.08% 309 -1,201 -5.28% Q3 2026 Oct 30, 2026
Key FInancial Inc History Reduced 21,328 835 0.14% 0.14% 310 -315 -1.46% Q3 2026 Nov 02, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 20,884 828 0.03% 0.03% 311 0 0.0% Q2 2026 Jul 23, 2026
Holos Integrated Wealth LLC History No change 20,455 825 0.37% 0.37% 312 0 0.0% Q3 2026 Oct 23, 2026
Aspire Private Capital, LLC History No change 21,176 811 0.17% 0.17% 313 0 0.0% Q2 2026 Jul 15, 2026
Merit Financial Group, LLC History No change 20,829 797 0.0% 0.0% 314 0 0.0% Q2 2026 Jul 20, 2026
CULLEN/FROST BANKERS, INC. History Reduced 20,200 791 0.01% 0.01% 315 -987 -4.66% Q3 2026 Oct 28, 2026
Sanctuary Advisors, LLC History No change 20,454 783 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 20,318 778 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 20,297 777 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 20,200 773 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 20,040 767 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 11, 2026
Susquehanna Portfolio Strategies, LLC History No change 19,851 760 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 19,583 750 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 12, 2026
Penobscot Investment Management Company, Inc. History No change 18,975 743 0.05% 0.05% 323 0 0.0% Q3 2026 Oct 26, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 19,321 740 0.1% 0.1% 324 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History Added to 18,642 730 0.01% 0.0% 325 +2,202 13.39% Q3 2026 Oct 08, 2026
Cullen Capital Management, LLC History No change 19,014 728 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 18,996 727 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 07, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 18,354 719 0.09% 0.09% 328 -200 -1.08% Q3 2026 Oct 29, 2026
Swiss Life Asset Management Ltd History Reduced 18,297 717 0.0% 0.0% 329 -8,147 -30.81% Q3 2026 Nov 03, 2026
Kiker Wealth Management, LLC History No change 18,685 715 0.28% 0.28% 330 0 0.0% Q2 2026 Jul 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 18,227 714 0.01% — 331 +18,227 New Q3 2026 Oct 30, 2026
FIDUCIARY TRUST CO History No change 18,630 713 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 18,307 708 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 14, 2026
Willow Creek Capital Management, Inc. History No change 18,417 705 0.69% 0.68% 334 0 0.0% Q3 2026 Oct 16, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 18,273 700 0.37% 0.37% 335 0 0.0% Q2 2026 Jul 29, 2026
FEDERATED HERMES, INC. History No change 18,224 698 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 12, 2026
AGP FRANKLIN, LLC History No change 18,246 698 0.3% 0.3% 337 0 0.0% Q2 2026 Jul 30, 2026
Crossmark Global Holdings, Inc. History Reduced 17,622 690 0.01% 0.01% 338 -607 -3.33% Q3 2026 Oct 21, 2026
TRUIST FINANCIAL CORP History Reduced 17,583 689 0.0% 0.0% 339 -112 -0.63% Q3 2026 Oct 30, 2026
Integrated Wealth Concepts LLC History No change 17,862 684 0.0% 0.0% 340 0 0.0% Q2 2026 Sep 08, 2026
EVERETT HARRIS & CO /CA/ History No change 17,000 666 0.01% 0.01% 341 0 0.0% Q3 2026 Oct 28, 2026
Eurizon Capital SGR S.p.A. History No change 17,096 655 0.0% 0.0% 342 0 0.0% Q2 2026 Jul 29, 2026
Haverford Trust Co History No change 17,036 652 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 12, 2026
DnB Asset Management AS History No change 17,003 651 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 11, 2026
Belpointe Asset Management LLC History No change 16,857 645 0.02% 0.02% 345 0 0.0% Q2 2026 Jul 31, 2026
Smithfield Trust Co History No change 16,524 634 0.03% 0.03% 346 0 0.0% Q2 2026 Aug 05, 2026
Costello Asset Management, INC History Reduced 16,036 628 0.19% 0.2% 347 -1,608 -9.11% Q3 2026 Oct 30, 2026
TWO SIGMA SECURITIES, LLC History No change 16,350 626 0.05% 0.05% 348 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 16,222 621 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 16,131 617 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 11, 2026
Ethic Inc. History Reduced 15,734 616 0.01% 0.01% 351 -5,744 -26.74% Q3 2026 Nov 03, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 16,033 614 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 15,343 601 0.03% 0.03% 353 0 0.0% Q3 2026 Nov 03, 2026
Loudon Investment Management, LLC History No change 15,463 592 0.29% 0.29% 354 0 0.0% Q2 2026 Aug 14, 2026
Lee Financial Co History Reduced 15,090 591 0.07% 0.13% 355 -11,926 -44.14% Q3 2026 Oct 16, 2026
Rockefeller Capital Management L.P. History No change 15,274 585 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 14,831 568 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 14,539 556 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 14, 2026
Resurgent Financial Advisors LLC History No change 14,413 552 0.15% 0.15% 359 0 0.0% Q2 2026 Aug 14, 2026
Aristotle Capital Boston, LLC History No change 14,388 551 0.04% 0.04% 360 0 0.0% Q2 2026 Aug 14, 2026
Blossom Wealth Management History Reduced 13,994 548 0.74% 0.78% 361 -527 -3.63% Q3 2026 Nov 03, 2026
INGALLS & SNYDER LLC History No change 14,022 537 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 14, 2026
First Pacific Financial History Added to 13,664 535 0.05% 0.06% 363 +71 0.52% Q3 2026 Oct 14, 2026
Jump Financial, LLC History No change 13,835 530 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 13,801 528 0.0% 0.0% 365 0 0.0% Q2 2026 Sep 23, 2026
Equitable Holdings, Inc. History No change 13,779 527 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 17, 2026
NOMURA HOLDINGS INC History No change 13,659 523 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 14, 2026
Red Door Wealth Management, LLC History No change 13,523 518 0.05% 0.05% 368 0 0.0% Q2 2026 Jul 13, 2026
US BANCORP \DE\ History No change 13,509 517 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 12, 2026
Meeder Advisory Services, Inc. History No change 13,487 516 0.02% 0.02% 370 0 0.0% Q2 2026 Aug 07, 2026
Sivia Capital Partners, LLC History No change 13,461 515 0.06% 0.06% 371 0 0.0% Q2 2026 Jul 23, 2026
CX Institutional History Added to 13,121 514 0.01% 0.01% 372 +3,548 37.06% Q3 2026 Oct 02, 2026
Pullen Investment Management, LLC History Added to 13,053 511 0.24% 0.23% 373 +91 0.7% Q3 2026 Oct 23, 2026
Peoples Bank/KS History No change 12,952 507 0.49% 0.48% 374 0 0.0% Q3 2026 Oct 09, 2026
Clean Yield Group History Added to 12,879 504 0.12% 0.11% 375 +1,500 13.18% Q3 2026 Oct 28, 2026
Alan B Lancz & Associates, Inc. History No change 12,784 489 0.43% 0.43% 376 0 0.0% Q2 2026 Aug 11, 2026
Chicago Partners Investment Group LLC History New 11,308 487 0.01% — 377 +11,308 New Q3 2026 Oct 26, 2026
MITCHELL SINKLER & STARR/PA History No change 12,177 477 0.19% 0.19% 378 0 0.0% Q3 2026 Oct 13, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History No change 12,371 473 0.03% 0.03% 379 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 12,222 468 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 11,870 463 0.01% 0.01% 381 0 0.0% Q2 2026 Jul 27, 2026
Skandinaviska Enskilda Banken AB (publ) History No change 12,000 459 0.02% 0.02% 382 0 0.0% Q2 2026 Aug 10, 2026
SummitTX Capital, L.P. History No change 11,744 449 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 14, 2026
WealthTrust Axiom LLC History No change 11,607 444 0.1% 0.1% 384 0 0.0% Q2 2026 Aug 11, 2026
Godshalk Welsh Capital Management, Inc. History No change 11,436 438 0.24% 0.24% 385 0 0.0% Q2 2026 Aug 14, 2026
SS&H Financial Advisors, Inc. History No change 11,074 434 0.11% 0.11% 386 0 0.0% Q3 2026 Oct 28, 2026
CHASE INVESTMENT COUNSEL CORP History No change 11,267 431 0.09% 0.09% 387 0 0.0% Q2 2026 Aug 06, 2026
READYSTATE ASSET MANAGEMENT LP History No change 11,212 429 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History No change 11,181 428 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 03, 2026
&PARTNERS History No change 11,061 423 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 14, 2026
Virtue Capital Management, LLC History Reduced 10,718 420 0.05% 0.08% 391 -5,704 -34.73% Q3 2026 Oct 29, 2026
Coastal Bridge Advisors, LLC History No change 10,945 419 0.03% 0.03% 392 0 0.0% Q2 2026 Aug 17, 2026
Independent Advisor Alliance History No change 10,956 419 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 12, 2026
Pathway Financial Advisers, LLC History Reduced 10,585 414 0.1% 0.29% 394 -19,749 -65.11% Q3 2026 Oct 26, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 10,453 409 0.01% 0.01% 395 -200 -1.88% Q3 2026 Oct 13, 2026
Dorsey & Whitney Trust CO LLC History No change 10,633 407 0.02% 0.02% 396 0 0.0% Q2 2026 Aug 14, 2026
EagleClaw Capital Managment, LLC History No change 10,627 407 0.05% 0.05% 397 0 0.0% Q2 2026 Aug 10, 2026
First Affirmative Financial Network History New 10,379 406 0.09% — 398 +10,379 New Q3 2026 Oct 21, 2026
Kathmere Capital Management, LLC History Added to 10,269 402 0.02% 0.02% 399 +597 6.17% Q3 2026 Oct 20, 2026
Neo Ivy Capital Management History No change 10,363 397 0.09% 0.09% 400 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 10,309 394 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 10,272 393 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History Added to 9,789 383 0.01% 0.0% 403 +4,528 86.07% Q3 2026 Nov 03, 2026
Institute for Wealth Management, LLC. History No change 9,972 382 0.03% 0.03% 404 0 0.0% Q2 2026 Jul 28, 2026
Apella Capital, LLC History Added to 9,800 377 0.0% 0.01% 405 +694 7.62% Q3 2026 Oct 08, 2026
UNIVEST FINANCIAL Corp History No change 9,824 376 0.02% 0.02% 406 0 0.0% Q2 2026 Aug 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 9,822 376 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 9,543 365 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History Added to 9,296 364 0.0% 0.0% 409 +1,346 16.93% Q3 2026 Oct 23, 2026
Frec Markets, Inc. History No change 9,502 364 0.03% 0.03% 410 0 0.0% Q2 2026 Aug 13, 2026
RTD Financial Advisors, Inc. History Added to 9,238 362 0.04% 0.03% 411 +2,135 30.06% Q3 2026 Oct 09, 2026
HBK Sorce Advisory LLC History No change 9,065 358 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 06, 2026
Atom Investors LP History No change 9,350 358 0.03% 0.03% 413 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 9,334 357 0.05% 0.05% 414 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History Reduced 9,082 355 0.01% 0.01% 415 -1,060 -10.45% Q3 2026 Nov 02, 2026
EASTERN BANK History Added to 8,882 348 0.01% 0.01% 416 +34 0.38% Q3 2026 Oct 05, 2026
North Dakota State Investment Board History Added to 8,673 339 0.01% 0.01% 417 +333 3.99% Q3 2026 Oct 27, 2026
GAMMA Investing LLC History Added to 8,436 330 0.01% 0.01% 418 +912 12.12% Q3 2026 Oct 08, 2026
DRW Securities, LLC History No change 8,523 326 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 8,274 324 0.0% 0.0% 420 0 0.0% Q3 2026 Oct 28, 2026
CENTRAL TRUST Co History No change 8,444 323 0.01% 0.01% 421 0 0.0% Q2 2026 Jul 31, 2026
COZAD ASSET MANAGEMENT INC History No change 8,450 323 0.02% 0.02% 422 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 8,444 323 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 13, 2026
Quaker Wealth Management, LLC History Reduced 8,231 322 0.09% 0.12% 424 -2,726 -24.88% Q3 2026 Oct 22, 2026
Sterling Capital Management LLC History Reduced 8,170 320 0.01% 0.01% 425 -475 -5.49% Q3 2026 Oct 22, 2026
Fifth Third Wealth Advisors LLC History Added to 8,141 319 0.01% 0.01% 426 +55 0.68% Q3 2026 Oct 22, 2026
KBC Group NV History No change 8,119 318 0.0% 0.0% 427 0 0.0% Q3 2026 Oct 22, 2026
SEEDS INVESTOR LLC History No change 8,284 317 0.03% 0.03% 428 0 0.0% Q2 2026 Aug 12, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 8,252 316 0.06% 0.06% 429 0 0.0% Q2 2026 Jul 23, 2026
Wedmont Private Capital History Added to 8,058 312 0.01% 0.01% 431 +2,851 54.75% Q3 2026 Oct 09, 2026
TOMPKINS FINANCIAL CORP History No change 7,967 312 0.02% 0.02% 430 0 0.0% Q3 2026 Oct 05, 2026
COMMERCE BANK History No change 8,102 310 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 12, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 8,099 310 0.1% 0.1% 433 0 0.0% Q2 2026 Jul 09, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 8,041 309 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 8,041 308 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 8,013 306 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 07, 2026
GSG Advisors LLC History No change 7,810 306 0.06% 0.07% 437 0 0.0% Q3 2026 Nov 03, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 7,751 303 0.02% 0.02% 438 0 0.0% Q3 2026 Oct 09, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 7,868 301 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 11, 2026
Guinness Asset Management LTD History No change 7,851 300 0.01% 0.01% 440 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 7,767 297 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 28, 2026
Flagship Capital Management Inc. History No change 7,595 297 0.18% 0.18% 442 0 0.0% Q3 2026 Oct 20, 2026
RIA Advisory Group LLC History Reduced 7,562 296 0.08% 0.07% 443 -1,008 -11.76% Q3 2026 Oct 15, 2026
O'Brien Greene & Co. Inc History No change 7,714 295 0.08% 0.08% 444 0 0.0% Q2 2026 Aug 06, 2026
FSA WEALTH PARTNERS, INC. History Reduced 7,514 294 0.08% 0.08% 445 -860 -10.27% Q3 2026 Oct 26, 2026
CHOREO, LLC History Reduced 7,502 293 0.0% 0.0% 447 -252 -3.25% Q3 2026 Oct 28, 2026
Birch Hill Investment Advisors LLC History No change 7,484 293 0.01% 0.01% 446 0 0.0% Q3 2026 Oct 16, 2026
ELCO Management Co., LLC History No change 7,371 288 0.14% 0.12% 448 0 0.0% Q3 2026 Oct 14, 2026
Cetera Trust Company, N.A History No change 7,535 288 0.14% 0.14% 449 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History New 7,152 282 0.01% — 450 +7,152 New Q3 2026 Nov 03, 2026
Krilogy Financial LLC History Reduced 7,101 278 0.01% 0.01% 451 -1,974 -21.75% Q3 2026 Oct 13, 2026
Polymer Capital Management (US) LLC History No change 7,159 274 0.04% 0.04% 452 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 7,142 273 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 23, 2026
ASSETMARK, INC History Reduced 6,739 264 0.0% 0.0% 455 -113 -1.65% Q3 2026 Oct 21, 2026
KENNEDY INVESTMENT GROUP, INC. History Added to 6,738 264 0.08% 0.09% 457 +31 0.46% Q3 2026 Oct 21, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 6,500 264 0.05% 0.05% 454 0 0.0% Q3 2026 Oct 22, 2026
Advisors Capital Management, LLC History No change 6,915 264 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 11, 2026
Vident Advisory, LLC History No change 6,797 260 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 12, 2026
ROMANO BROTHERS AND COMPANY History No change 6,591 258 0.03% 0.03% 459 0 0.0% Q3 2026 Oct 22, 2026
PTM WEALTH MANAGEMENT, LLC History Reduced 6,616 256 0.11% 0.12% 460 -43 -0.65% Q3 2026 Oct 23, 2026
Ascent Group, LLC History Added to 6,451 252 0.01% 0.01% 462 +15 0.23% Q3 2026 Oct 30, 2026
ARMISTICE CAPITAL, LLC History No change 6,604 252 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 14, 2026
S Harris Financial Group, LLC History No change 6,586 252 0.2% 0.2% 463 0 0.0% Q2 2026 Jul 24, 2026
CSS LLC/IL History No change 6,501 249 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 6,446 248 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 6,477 248 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 18, 2026
TD Waterhouse Canada Inc. History Reduced 6,386 247 0.0% 0.0% 468 -4,087 -39.02% Q3 2026 Oct 16, 2026
Providence Wealth Advisors, LLC History No change 6,275 247 0.14% 0.15% 467 0 0.0% Q3 2026 Oct 29, 2026
AlphaGrep UK Ltd History No change 6,407 245 0.07% 0.07% 469 0 0.0% Q2 2026 Aug 14, 2026
Fulcrum Capital LLC History No change 6,250 244 0.05% 0.05% 470 0 0.0% Q3 2026 Oct 15, 2026
OpenArc Corporate Advisory, LLC History New 6,190 242 0.0% — 472 +6,190 New Q3 2026 Oct 21, 2026
LaSalle St. Investment Advisors, LLC History No change 6,342 242 0.03% 0.03% 471 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History Reduced 6,106 239 0.01% 0.01% 474 -118 -1.9% Q3 2026 Oct 23, 2026
NICOLET BANKSHARES INC History No change 6,250 239 0.01% 0.01% 473 0 0.0% Q2 2026 Aug 11, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 6,000 235 0.02% 0.02% 475 0 0.0% Q3 2026 Oct 29, 2026
AlphaCore Capital LLC History No change 6,135 235 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 06, 2026
DEPRINCE RACE & ZOLLO INC History New 5,970 233 0.0% — 477 +5,970 New Q3 2026 Oct 13, 2026
OPPENHEIMER & CO INC History New 5,924 232 0.0% — 478 +5,924 New Q3 2026 Oct 26, 2026
Diversified Enterprises, LLC History Added to 5,888 230 0.01% 0.01% 481 +7 0.12% Q3 2026 Oct 19, 2026
HARBOUR INVESTMENTS, INC. History No change 6,024 230 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 12, 2026
Community Bank, N.A. History No change 6,020 230 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 13, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 5,930 227 0.14% 0.14% 482 0 0.0% Q2 2026 Aug 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,870 224 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 23, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 5,840 223 0.01% 0.01% 484 0 0.0% Q2 2026 Jul 31, 2026
BENJAMIN EDWARDS INC History No change 5,802 222 0.0% 0.0% 485 0 0.0% Q2 2026 Jul 24, 2026
Pallas Capital Advisors LLC History No change 5,807 222 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 07, 2026
MONECO ADVISORS, LLC History No change 5,782 221 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 11, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 5,557 217 0.01% 0.01% 488 -92 -1.63% Q3 2026 Oct 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 5,554 214 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History Added to 5,455 213 0.0% 0.0% 491 +38 0.7% Q3 2026 Oct 28, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,578 213 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 10, 2026
J. M. Brown & Associates Inc. History No change 5,539 212 0.12% 0.12% 492 0 0.0% Q2 2026 Jul 23, 2026
MACKENZIE FINANCIAL CORP History New 5,394 211 0.0% — 494 +5,394 New Q3 2026 Nov 02, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 5,519 211 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 13, 2026
49 WEALTH MANAGEMENT, LLC History No change 5,416 207 0.04% 0.04% 495 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 5,416 207 0.04% 0.04% 496 0 0.0% Q2 2026 Aug 14, 2026
SAGE RHINO CAPITAL LLC History New 5,246 205 0.03% — 497 +5,246 New Q3 2026 Oct 27, 2026
Ledgewood Wealth Advisors, LLC History New 5,206 204 0.11% — 501 +5,206 New Q3 2026 Oct 08, 2026
PROFUND ADVISORS LLC History Reduced 5,221 204 0.01% 0.01% 499 -69 -1.3% Q3 2026 Oct 28, 2026
LOWE BROCKENBROUGH & CO INC History No change 5,350 204 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 03, 2026
Bull Harbor Capital LLC History No change 5,333 204 0.04% 0.04% 500 0 0.0% Q2 2026 Aug 10, 2026
Anchor Investment Management, LLC History No change 5,305 203 0.02% 0.02% 502 0 0.0% Q2 2026 Sep 15, 2026
Tower Wealth Partners, Inc. History No change 5,321 203 0.1% 0.1% 503 0 0.0% Q2 2026 Aug 12, 2026
GREENLEAF TRUST History Reduced 5,173 202 0.0% 0.0% 504 -233 -4.31% Q3 2026 Oct 29, 2026
Laird Norton Wetherby Trust Company, LLC History No change 5,271 201 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History No change 5,000 196 0.09% 0.09% 506 0 0.0% Q3 2026 Oct 22, 2026
CENTAURUS FINANCIAL, INC. History No change 4,993 191 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 17, 2026
HUNTINGTON NATIONAL BANK History No change 4,824 184 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 4,743 181 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 4,723 180 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History No change 4,695 179 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 06, 2026
Corient IA LP History No change 4,440 170 0.16% 0.16% 512 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS History No change 4,413 169 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 4,300 168 0.0% 0.0% 514 0 0.0% Q3 2026 Oct 29, 2026
CoreCap Advisors, LLC History Reduced 4,265 167 0.0% 0.0% 515 -4 -0.09% Q3 2026 Oct 08, 2026
STRS OHIO History Reduced 3,890 152 0.0% 0.0% 516 -4,422 -53.2% Q3 2026 Oct 30, 2026
Daiwa Securities Group Inc. History Added to 3,647 142 0.0% 0.0% 517 +192 5.56% Q3 2026 Oct 29, 2026
Global Retirement Partners, LLC History No change 3,731 142 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 06, 2026
SUMMIT SECURITIES GROUP LLC History No change 3,546 135 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 03, 2026
PRIVATE TRUST CO NA History No change 3,415 133 0.01% 0.01% 520 0 0.0% Q3 2026 Oct 20, 2026
TRUST CO OF VERMONT History Added to 3,389 132 0.0% 0.0% 521 +224 7.08% Q3 2026 Oct 21, 2026
Mint Tower Capital Management B.V. History No change 3,331 128 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 18, 2026
Hanson & Doremus Investment Management History No change 3,142 123 0.01% 0.01% 523 0 0.0% Q3 2026 Oct 16, 2026
Employees Retirement System of Texas History No change 3,183 122 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 14, 2026
Manchester Capital Management LLC History Reduced 3,101 121 0.02% 0.02% 526 -21 -0.67% Q3 2026 Oct 22, 2026
WHITTIER TRUST CO History No change 3,130 121 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 27, 2026
ENTRUST FINANCIAL LLC History No change 3,162 121 0.08% 0.08% 527 0 0.0% Q2 2026 Jul 20, 2026
IFP Advisors, Inc History Reduced 2,859 112 0.0% 0.0% 528 -2,724 -48.79% Q3 2026 Oct 16, 2026
Parallel Advisors, LLC History Added to 2,874 112 0.0% 0.0% 529 +624 27.73% Q3 2026 Nov 03, 2026
Lynch Investment Planning, LLC History New 2,776 108 0.08% — 530 +2,776 New Q3 2026 Oct 27, 2026
Caitong International Asset Management Co., Ltd History Added to 2,573 100 0.01% 0.01% 531 +1,563 154.75% Q3 2026 Oct 29, 2026
Heritage Family Offices, LLP History New 2,550 99 0.03% — 532 +2,550 New Q3 2026 Nov 02, 2026
Colonial Trust Co / SC History No change 2,490 95 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 11, 2026
Crews Bank & Trust History No change 2,473 94 0.01% 0.01% 534 0 0.0% Q2 2026 Jul 16, 2026
Fortitude Family Office, LLC History Added to 2,310 90 0.02% 0.0% 535 +2,137 1235.26% Q3 2026 Oct 14, 2026
First Bancorp, Inc /ME/ History No change 2,174 85 0.03% 0.03% 536 0 0.0% Q3 2026 Oct 26, 2026
Tower View Wealth Management LLC History Added to 2,110 82 0.04% 0.04% 537 +18 0.86% Q3 2026 Oct 23, 2026
Alpine Bank Wealth Management History No change 2,082 81 0.01% 0.01% 538 0 0.0% Q3 2026 Oct 16, 2026
Nykredit A/S History No change 2,023 77 0.0% 0.0% 539 0 0.0% Q2 2026 Sep 08, 2026
Basecamp Wealth Advisors LLC History No change 1,917 73 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 1,891 72 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History Added to 1,836 71 0.01% 0.01% 542 +80 4.56% Q3 2026 Oct 01, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 1,800 70 0.03% 0.02% 543 0 0.0% Q3 2026 Oct 19, 2026
Mascoma Wealth Management LLC History No change 1,766 69 0.01% 0.01% 544 0 0.0% Q3 2026 Oct 23, 2026
Covestor Ltd History Added to 1,716 67 0.04% 0.0% 545 +1,514 749.5% Q3 2026 Oct 30, 2026
Asset Dedication, LLC History Added to 1,672 65 0.0% 0.0% 546 +131 8.5% Q3 2026 Nov 02, 2026
Parkside Financial Bank & Trust History Added to 1,634 64 0.0% 0.0% 547 +217 15.31% Q3 2026 Oct 27, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,695 64 0.02% 0.02% 548 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 1,628 62 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Trust, LLC History No change 1,541 59 0.01% 0.01% 550 0 0.0% Q2 2026 Aug 06, 2026
Truvestments Capital LLC History No change 1,410 54 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 12, 2026
Coastline Trust Co History Reduced 1,340 52 0.0% 0.01% 552 -353 -20.85% Q3 2026 Oct 01, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 1,346 51 0.01% 0.01% 553 0 0.0% Q2 2026 Oct 30, 2026
Cassaday & Co Wealth Management LLC History Added to 1,295 50 0.0% 0.0% 554 +301 30.28% Q3 2026 Oct 27, 2026
BFC Planning, Inc. History No change 1,215 46 0.0% 0.0% 555 0 0.0% Q2 2026 Oct 29, 2026
Capital Advisors, Ltd. LLC History No change 1,098 43 0.0% 0.0% 556 0 0.0% Q3 2026 Oct 27, 2026
Orion Capital Management LLC History No change 1,125 43 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 17, 2026
Byrne Asset Management LLC History Reduced 1,100 42 0.02% 0.03% 559 -150 -12.0% Q3 2026 Oct 06, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 1,090 42 0.01% 0.0% 558 0 0.0% Q3 2026 Nov 03, 2026
BESSEMER GROUP INC History No change 1,062 41 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 12, 2026
Trust Co History No change 1,055 41 0.0% 0.0% 561 0 0.0% Q3 2026 Oct 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,025 39 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 28, 2026
Citizens National Bank Trust Department History No change 1,000 38 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 22, 2026
Rosenberg Matthew Hamilton History No change 947 37 0.01% 0.01% 564 0 0.0% Q3 2026 Oct 05, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 951 37 0.01% 0.01% 565 0 0.0% Q3 2026 Oct 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 917 35 0.0% 0.0% 566 -193 -17.39% Q3 2026 Oct 05, 2026
Quent Capital, LLC History No change 919 35 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 07, 2026
Elyxium Wealth, LLC History New 884 34 0.0% — 571 +884 New Q3 2026 Oct 27, 2026
CHELSEA COUNSEL CO History No change 900 34 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 11, 2026
VSM Wealth Advisory, LLC History No change 890 34 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 22, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 879 34 0.04% 0.04% 570 0 0.0% Q3 2026 Oct 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 873 33 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 07, 2026
Kennebec Savings Bank History No change 848 33 0.03% 0.03% 573 0 0.0% Q3 2026 Oct 22, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 842 32 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 14, 2026
FIRST COMMUNITY TRUST NA History No change 802 31 0.01% 0.01% 575 0 0.0% Q3 2026 Oct 07, 2026
Asset Planning,Inc History Added to 776 30 0.02% 0.02% 576 +1 0.13% Q3 2026 Oct 26, 2026
Piscataqua Savings Bank History No change 750 29 0.02% 0.02% 577 0 0.0% Q3 2026 Oct 21, 2026
Golden State Wealth Management, LLC History Reduced 733 28 0.0% 0.0% 580 -76 -9.39% Q3 2026 Nov 02, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 748 28 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Union Bankshares Corp History No change 733 28 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 11, 2026
Quarry LP History No change 750 28 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History New 694 27 0.0% — 583 +694 New Q3 2026 Oct 21, 2026
Princeton Global Asset Management LLC History No change 705 27 0.0% 0.0% 582 0 0.0% Q3 2026 Oct 21, 2026
Blue Trust, Inc. History Added to 686 26 0.0% 0.0% 586 +2 0.29% Q3 2026 Oct 15, 2026
HAZLETT, BURT & WATSON, INC. History No change 650 26 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 30, 2026
SouthState Bank Corp History No change 700 26 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 06, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 657 25 0.0% 0.0% 587 +14 2.18% Q3 2026 Oct 28, 2026
First PREMIER Bank History No change 650 25 0.0% 0.0% 588 0 0.0% Q3 2026 Oct 13, 2026
First Command Advisory Services, Inc. History No change 666 25 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 10, 2026
United Community Bank History New 618 24 0.01% — 591 +618 New Q3 2026 Oct 28, 2026
VALLEY NATIONAL ADVISERS INC History Added to 636 24 0.0% 0.0% 590 +36 6.0% Q3 2026 Oct 23, 2026
Bangor Savings Bank History Added to 609 23 0.0% 0.0% 592 +5 0.83% Q3 2026 Oct 06, 2026
Colonial Trust Advisors History No change 625 23 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 11, 2026
DT Investment Partners, LLC History No change 564 22 0.0% 0.0% 594 0 0.0% Q3 2026 Oct 27, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 560 21 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 10, 2026
HHM Wealth Advisors, LLC History No change 561 21 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 13, 2026
Physician Wealth Advisors, Inc. History Added to 525 20 0.0% 0.0% 598 +12 2.34% Q3 2026 Oct 20, 2026
SIMPLEX TRADING, LLC History No change 542 20 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 12, 2026
BARRETT & COMPANY, INC. History No change 500 19 0.01% 0.01% 599 0 0.0% Q3 2026 Oct 22, 2026
Provenance Wealth Advisors, LLC History Added to 468 18 0.0% 0.0% 601 +43 10.12% Q3 2026 Oct 30, 2026
Larson Financial Group LLC History No change 480 18 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 493 18 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 468 17 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 12, 2026
Westside Investment Management, Inc. History No change 454 17 0.0% 0.0% 604 0 0.0% Q3 2026 Nov 02, 2026
Pinnacle Bancorp, Inc. History No change 423 16 0.0% 0.0% 605 0 0.0% Q3 2026 Oct 21, 2026
WELLINGTON-ALTUS USA INC. History No change 419 16 0.01% 0.01% 606 0 0.0% Q2 2026 Sep 17, 2026
Essential Partners LLC History Reduced 393 15 0.01% 0.02% 608 -489 -55.44% Q3 2026 Oct 14, 2026
Ascentis Independent Advisors History New 391 15 0.0% — 609 +391 New Q3 2026 Nov 03, 2026
JFS WEALTH ADVISORS, LLC History No change 406 15 0.0% 0.0% 607 0 0.0% Q3 2026 Nov 03, 2026
Meriwether Wealth & Planning, LLC History New 373 14 0.01% — 614 +373 New Q3 2026 Oct 13, 2026
Concord Wealth Partners History Added to 374 14 0.0% 0.0% 610 +3 0.81% Q3 2026 Oct 30, 2026
Robbins Farley History No change 375 14 0.01% 0.01% 611 0 0.0% Q3 2026 Oct 20, 2026
Bank of New Hampshire History No change 375 14 0.0% 0.0% 612 0 0.0% Q3 2026 Oct 06, 2026
City State Bank History No change 380 14 0.0% 0.0% 613 0 0.0% Q3 2026 Oct 20, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 350 13 0.0% 0.0% 615 0 0.0% Q3 2026 Oct 16, 2026
Smallwood Wealth Investment Management, LLC History No change 334 13 0.01% 0.01% 616 0 0.0% Q3 2026 Oct 30, 2026
Darwin Wealth Management, LLC History No change 339 12 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 21, 2026
Hilltop National Bank History No change 325 12 0.0% 0.0% 618 0 0.0% Q3 2026 Oct 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 288 11 0.0% 0.0% 619 -5,379 -94.92% Q3 2026 Oct 28, 2026
True Wealth Design, LLC History Reduced 288 11 0.0% 0.0% 620 -214 -42.63% Q3 2026 Oct 13, 2026
Westfuller Advisors, LLC History No change 310 11 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 29, 2026
Rossby Financial, LCC History No change 302 11 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 04, 2026
James T. Borello RIA History No change 300 11 0.0% 0.0% 623 0 0.0% Q3 2026 Oct 16, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 264 10 0.0% 0.0% 625 -26 -8.97% Q3 2026 Oct 27, 2026
Guinness Atkinson Asset Management Inc History No change 276 10 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 29, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 250 9 0.0% 0.0% 626 0 0.0% Q3 2026 Oct 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 250 9 0.0% 0.0% 627 0 0.0% Q3 2026 Oct 22, 2026
TIAA Wealth Investment Management LLC History No change 242 9 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 10, 2026
Private Wealth Management Group, LLC History Reduced 227 8 0.0% 0.0% 630 -5 -2.16% Q3 2026 Oct 19, 2026
SBI Securities Co., Ltd. History Reduced 225 8 0.0% 0.0% 629 -2 -0.88% Q3 2026 Oct 21, 2026
SJS Investment Consulting Inc. History Added to 194 7 0.0% 0.0% 636 +93 92.08% Q3 2026 Oct 26, 2026
MATHER GROUP, LLC. History Added to 189 7 0.0% 0.0% 633 +48 34.04% Q3 2026 Oct 14, 2026
GODSEY & GIBB, INC History No change 188 7 0.0% 0.0% 631 0 0.0% Q3 2026 Oct 14, 2026
IMA Advisory Services, Inc. History No change 206 7 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 10, 2026
CVA Family Office, LLC History No change 205 7 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Corp History No change 193 7 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 03, 2026
Keating Financial Advisory Services, Inc. History No change 183 7 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 11, 2026
Cedar Mountain Advisors, LLC History Added to 176 6 0.0% 0.0% 638 +2 1.15% Q3 2026 Oct 15, 2026
Cape Investment Advisory, Inc. History No change 174 6 0.0% 0.0% 639 0 0.0% Q3 2026 Oct 13, 2026
New England Capital Financial Advisors LLC History No change 157 6 0.0% 0.0% 640 0 0.0% Q3 2026 Nov 03, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 173 6 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 13, 2026
Owl Creek Wealth Partners LLC History Reduced 140 5 0.0% 0.0% 643 -20 -12.5% Q3 2026 Oct 20, 2026
Copia Wealth Management History No change 138 5 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 17, 2026
GK Wealth Management LLC History New 116 4 0.0% — 650 +116 New Q3 2026 Oct 09, 2026
Abound Wealth Management History New 108 4 0.0% — 649 +108 New Q3 2026 Oct 26, 2026
Activest Wealth Management History New 107 4 0.0% — 645 +107 New Q3 2026 Oct 15, 2026
Cromwell Holdings LLC History Added to 121 4 0.0% 0.0% 646 +43 55.13% Q3 2026 Oct 28, 2026
Retirement Wealth Solutions LLC History Reduced 109 4 0.0% 0.0% 648 -1 -0.91% Q3 2026 Oct 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 115 4 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 05, 2026
JPL Wealth Management, LLC History No change 120 4 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 13, 2026
Leonteq Securities AG History Reduced 100 3 0.0% 0.0% 652 -114 -53.27% Q3 2026 Oct 29, 2026
Prudent Man Investment Management, Inc. History New 89 3 0.0% — 659 +89 New Q3 2026 Nov 02, 2026
Spire Wealth Management History Added to 96 3 0.0% — 656 +76 380.0% Q3 2026 Oct 30, 2026
MANNING & NAPIER ADVISORS LLC History No change 86 3 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds Capital Management, LLC History No change 80 3 0.0% 0.0% 653 0 0.0% Q3 2026 Oct 23, 2026
Center for Financial Planning, Inc. History No change 91 3 0.0% 0.0% 654 0 0.0% Q3 2026 Oct 26, 2026
SHP Wealth Management History No change 100 3 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 11, 2026
Sachetta, LLC History No change 86 3 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 15, 2026
WealthCollab, LLC History No change 92 3 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 71 2 0.0% — 668 +71 New Q3 2026 Oct 28, 2026
Fairway Wealth LLC History New 52 2 0.0% — 669 +52 New Q3 2026 Oct 30, 2026
Creative Capital Management Investments LLC History Added to 68 2 0.0% 0.0% 666 +20 41.67% Q3 2026 Oct 27, 2026
Bogart Wealth, LLC History No change 64 2 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 24, 2026
IFG Advisory, LLC History No change 63 2 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 67 2 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 31, 2026
Continuum Advisory, LLC History No change 69 2 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 06, 2026
SOA Wealth Advisors, LLC. History No change 54 2 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 21, 2026
SWAN Capital LLC History No change 69 2 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History No change 53 2 0.0% 0.0% 667 0 0.0% Q2 2026 Jul 27, 2026
Ascentis Wealth Management, LLC History New 50 1 0.0% — 686 +50 New Q3 2026 Nov 03, 2026
BIRCH FINANCIAL GROUP, LLC History New 36 1 0.0% — 687 +36 New Q3 2026 Oct 27, 2026
Clark Wealth Partners History New 27 1 0.0% — 688 +27 New Q3 2026 Oct 16, 2026
Signature Resources Capital Management, LLC History New 26 1 0.0% — 685 +26 New Q3 2026 Oct 16, 2026
Signature Equity Partners, LLC History Added to 44 1 0.0% 0.0% 682 +10 29.41% Q3 2026 Oct 29, 2026
Bay Harbor Wealth Management, LLC History Added to 51 1 0.0% 0.0% 674 +9 21.43% Q3 2026 Nov 03, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 33 1 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 27 1 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 33 1 0.0% 0.0% 672 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 27 1 0.0% 0.0% 673 0 0.0% Q3 2026 Oct 29, 2026
Osbon Capital Management LLC History No change 37 1 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 44 1 0.0% 0.0% 676 0 0.0% Q3 2026 Oct 28, 2026
DiNuzzo Private Wealth, Inc. History No change 34 1 0.0% 0.0% 677 0 0.0% Q3 2026 Oct 15, 2026
Bruce G. Allen Investments, LLC History No change 50 1 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 31, 2026
Comprehensive Financial Planning, Inc./PA History No change 50 1 0.0% 0.0% 679 0 0.0% Q3 2026 Oct 27, 2026
Synergy Investment Management, LLC History No change 50 1 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 52 1 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 11, 2026
Sankala Group LLC History No change 28 1 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 18, 2026
Oakmont Advisory Group, LLC History No change 41 1 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 03, 2026
Candriam S.C.A. History Closed out 0 0 — 0.03% — -150,268 -100.0% Q3 2026 Nov 03, 2026
Trium Capital LLP History Closed out 0 0 — 1.05% — -44,644 -100.0% Q3 2026 Oct 16, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Closed out 0 0 — 0.02% — -14,259 -100.0% Q3 2026 Oct 26, 2026
Compass Ion Advisors, LLC History Closed out 0 0 — 0.04% — -12,250 -100.0% Q3 2026 Oct 23, 2026
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -9,265 -100.0% Q3 2026 Nov 03, 2026
NorthCrest Asset Manangement, LLC History Closed out 0 0 — 0.01% — -8,359 -100.0% Q3 2026 Oct 09, 2026
Mendel Money Management History Closed out 0 0 — 0.11% — -7,815 -100.0% Q3 2026 Oct 30, 2026
TRED AVON FAMILY WEALTH, LLC History Closed out 0 0 — 0.07% — -5,803 -100.0% Q3 2026 Oct 19, 2026
Avior Wealth Management, LLC History Closed out 0 0 — 0.01% — -5,588 -100.0% Q3 2026 Oct 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -5,572 -100.0% Q3 2026 Oct 23, 2026
Axiom Investment Management LLC History Closed out 0 0 — 0.06% — -2,436 -100.0% Q3 2026 Nov 03, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.0% — -824 -100.0% Q3 2026 Oct 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 — 0.01% — -530 -100.0% Q3 2026 Oct 14, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 12 0 — 0.0% — -281 -95.9% Q3 2026 Oct 07, 2026
CHILTON CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -257 -100.0% Q3 2026 Oct 28, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -210 -100.0% Q3 2026 Oct 07, 2026
COUNTRY TRUST BANK History Closed out 0 0 — 0.0% — -140 -100.0% Q3 2026 Oct 30, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 12 0 — — — +12 New Q3 2026 Oct 16, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -12 -100.0% Q3 2026 Oct 23, 2026
DecisionPoint Financial, LLC History Added to 8 0 — — — +3 60.0% Q3 2026 Oct 27, 2026
Buck Wealth Strategies, LLC History Reduced 14 0 — — — -3 -17.65% Q3 2026 Oct 28, 2026
Hughes Financial Services, LLC History Added to 7 0 — — — +2 40.0% Q3 2026 Oct 30, 2026
American Capital Advisory, LLC History Added to 5 0 — — — +1 25.0% Q3 2026 Oct 28, 2026
Davis Capital Management History New 1 0 — — — +1 New Q3 2026 Oct 08, 2026
Raleigh Capital Management Inc. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 28, 2026
MEEDER ASSET MANAGEMENT INC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ADVISERS INC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
S&T BANK/PA History No change 17 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Financial Gravity Companies, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Plante Moran Financial Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Prestige Wealth Management Group LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Banque Cantonale Vaudoise History No change 234 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
SITTNER & NELSON, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Dunhill Financial, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Rakuten Securities, Inc. History No change 3 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Winthrop Capital Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Seneschal Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Principia Wealth Advisory, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Millstone Evans Group, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Navigoe, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HFM Investment Advisors, LLC History No change 22 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Godfrey Financial Associates, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 28, 2026
3 FACTOR INDEXING, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Planning Strategies Inc. History No change 12 0 — — — 0 0.0% Q3 2026 Oct 02, 2026
Highland Investment Advisors LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 13, 2026