XPEL, Inc. - XPEL

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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 3,833,547 190,143 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
WASATCH ADVISORS LP History Reduced 3,431,038 151,548 1.13% 1.18% 2 -219,451 -6.01% Q3 2026 Oct 13, 2026
ALTA FOX CAPITAL MANAGEMENT, LLC History No change 1,989,758 98,691 19.85% 19.85% 3 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 1,241,540 61,580 0.58% 0.58% 4 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,051,124 52,135 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 971,187 48,170 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
WESTWOOD HOLDINGS GROUP INC History No change 810,906 40,220 0.3% 0.3% 7 0 0.0% Q2 2026 Aug 14, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Added to 905,154 39,980 1.39% 1.35% 8 +82,330 10.01% Q3 2026 Oct 26, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 656,280 32,557 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 542,278 26,896 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 510,079 22,530 0.0% 0.0% 11 +22,279 4.57% Q3 2026 Nov 04, 2026
Divisadero Street Capital Management, LP History No change 328,665 16,301 0.37% 0.37% 12 0 0.0% Q2 2026 Aug 14, 2026
Mawer Investment Management Ltd. History No change 310,200 15,385 0.1% 0.1% 13 0 0.0% Q2 2026 Aug 07, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 307,175 15,235 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 286,388 14,204 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
Crawford Fund Management, LLC History No change 270,751 13,429 2.06% 2.06% 16 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 269,939 13,388 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 239,659 11,887 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 232,313 11,522 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 13, 2026
Polar Asset Management Partners Inc. History No change 211,000 10,465 0.17% 0.17% 20 0 0.0% Q2 2026 Aug 14, 2026
LHM, INC. History No change 203,010 10,069 3.44% 3.44% 21 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 178,686 8,862 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 176,258 8,742 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 175,049 8,682 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 167,654 8,315 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 146,746 7,278 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 155,915 6,886 0.0% 0.0% 27 +15,811 11.29% Q3 2026 Nov 02, 2026
Bank of New York Mellon Corp History No change 138,477 6,868 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 06, 2026
LORD, ABBETT & CO. LLC History No change 134,091 6,651 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 136,904 6,149 0.01% 0.01% 30 +28,004 25.72% Q3 2026 Oct 13, 2026
BROWN CAPITAL MANAGEMENT LLC History Added to 138,837 6,132 1.16% 0.78% 31 +59,773 75.6% Q3 2026 Oct 27, 2026
Nuveen, LLC History No change 105,433 5,229 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 103,552 5,136 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 97,652 4,843 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Roubaix Capital, LLC History No change 93,575 4,641 1.66% 1.66% 35 0 0.0% Q2 2026 Aug 10, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 86,406 4,285 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 82,214 4,077 0.0% 0.0% 37 0 0.0% Q2 2026 Sep 02, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 79,405 3,938 0.05% 0.05% 38 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 79,091 3,922 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 73,294 3,635 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 13, 2026
Heritage Family Offices, LLP History No change 81,802 3,613 1.19% 1.57% 41 0 0.0% Q3 2026 Nov 02, 2026
Invesco Ltd. History No change 71,725 3,557 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Lombard Odier Asset Management (Europe) Ltd History No change 70,233 3,483 0.15% 0.15% 43 0 0.0% Q2 2026 Aug 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 70,770 3,469 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 05, 2026
BANK OF AMERICA CORP /DE/ History No change 69,098 3,427 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
ISTHMUS PARTNERS, LLC History Added to 75,536 3,336 0.32% 0.17% 46 +39,505 109.64% Q3 2026 Oct 21, 2026
RHUMBLINE ADVISERS History No change 58,446 2,898 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 58,186 2,886 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 57,976 2,875 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 57,950 2,874 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 56,307 2,792 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 54,936 2,724 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 54,897 2,722 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History No change 59,074 2,609 0.07% 0.08% 54 0 0.0% Q3 2026 Oct 07, 2026
QV Investors Inc. History Added to 58,850 2,599 0.19% 0.2% 55 +7,200 13.94% Q3 2026 Oct 20, 2026
AMERIPRISE FINANCIAL INC History No change 52,194 2,588 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 54,600 2,411 0.03% 0.03% 57 +5,038 10.17% Q3 2026 Oct 27, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 47,500 2,356 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 47,100 2,336 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 11, 2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD History No change 46,300 2,296 0.36% 0.36% 60 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 42,992 2,133 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
B. Metzler seel. Sohn & Co. AG History Added to 46,650 2,060 0.02% 0.02% 62 +5,289 12.79% Q3 2026 Oct 30, 2026
Grandeur Peak Global Advisors, LLC History No change 37,822 1,875 0.43% 0.43% 63 0 0.0% Q2 2026 Aug 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 35,267 1,749 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 35,201 1,745 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 17, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 34,744 1,723 0.05% 0.05% 66 0 0.0% Q2 2026 Aug 05, 2026
Numerai GP LLC History No change 33,526 1,662 0.14% 0.14% 67 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 32,198 1,597 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 35,957 1,588 0.0% 0.0% 69 +6,243 21.01% Q3 2026 Nov 02, 2026
Baird Financial Group, Inc. History No change 31,973 1,585 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
Achmea Investment Management B.V. History New 33,419 1,477 0.01% — 71 +33,419 New Q3 2026 Oct 30, 2026
ALLIANCEBERNSTEIN L.P. History No change 31,748 1,405 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 27,264 1,352 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 27,100 1,344 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 26,517 1,315 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 26,272 1,303 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 24, 2026
Quantinno Capital Management LP History No change 25,541 1,266 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
JB CAPITAL PARTNERS LP History No change 25,000 1,240 0.19% 0.19% 78 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 21,923 1,087 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 05, 2026
Brevan Howard Capital Management LP History No change 21,665 1,074 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 20,962 1,039 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 27, 2026
CANADA LIFE ASSURANCE Co History No change 19,711 976 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Vancity Investment Management Ltd History No change 18,649 925 0.14% 0.14% 83 0 0.0% Q2 2026 Aug 24, 2026
MARKEL GROUP INC. History New 20,872 921 0.01% — 84 +20,872 New Q3 2026 Oct 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 18,126 899 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 18,116 898 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 17,930 889 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 20,073 887 0.0% 0.0% 88 -120 -0.59% Q3 2026 Oct 22, 2026
JPMORGAN CHASE & CO History No change 17,456 852 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 16,470 817 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 15,706 779 0.0% 0.0% 91 0 0.0% Q2 2026 Sep 23, 2026
JBF Capital, Inc. History No change 15,354 761 0.1% 0.1% 92 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 14,514 719 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 13,970 692 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
CenterBook Partners LP History Reduced 14,444 637 0.03% 0.09% 95 -20,943 -59.18% Q3 2026 Nov 02, 2026
Inspire Investing, LLC History New 14,345 633 0.03% — 96 +14,345 New Q3 2026 Oct 22, 2026
Vanguard Global Advisers, LLC History No change 12,447 617 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 12,080 599 0.0% 0.0% 98 0 0.0% Q2 2026 Sep 23, 2026
Inspire Advisors, LLC History No change 11,989 594 0.04% 0.04% 99 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 11,753 582 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History Reduced 12,998 574 0.01% 0.01% 101 -381 -2.85% Q3 2026 Nov 05, 2026
IMC-Chicago, LLC History No change 11,500 570 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 06, 2026
ALPS ADVISORS INC History New 12,410 548 0.0% — 103 +12,410 New Q3 2026 Nov 02, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 10,906 540 0.0% 0.0% 104 0 0.0% Q2 2026 Sep 09, 2026
Campbell & CO Investment Adviser LLC History No change 10,823 536 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 03, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 10,045 498 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 9,690 480 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Reduced 10,700 472 0.01% 0.01% 108 -300 -2.73% Q3 2026 Oct 20, 2026
AVIVA PLC History No change 9,454 468 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 9,091 450 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 29, 2026
FORMULA GROWTH LTD History No change 8,800 436 0.15% 0.15% 111 0 0.0% Q2 2026 Aug 17, 2026
Lakewood Asset Management LLC History Added to 9,645 426 0.22% 0.25% 112 +472 5.15% Q3 2026 Oct 26, 2026
Freestone Grove Partners LP History No change 8,131 403 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 7,699 381 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,649 379 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 23, 2026
SG Americas Securities, LLC History No change 7,326 363 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 7,286 361 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 11, 2026
MARSHALL WACE, LLP History No change 7,265 360 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History No change 7,273 360 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
Redmond Asset Management, LLC History Reduced 8,111 358 0.11% 0.36% 120 -20,872 -72.01% Q3 2026 Oct 27, 2026
PDT Partners, LLC History No change 7,000 347 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 6,925 343 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 6,904 342 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 6,915 342 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 06, 2026
STRS OHIO History Added to 7,600 335 0.0% 0.0% 125 +2,200 40.74% Q3 2026 Oct 30, 2026
GSA CAPITAL PARTNERS LLP History No change 6,727 334 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 6,458 320 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 10, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 6,360 315 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 06, 2026
Amundi History No change 6,194 307 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 6,158 306 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 6,071 301 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History Added to 6,603 291 0.0% 0.0% 132 +129 1.99% Q3 2026 Nov 03, 2026
AMALGAMATED BANK History Reduced 6,518 288 0.0% 0.0% 133 -234 -3.47% Q3 2026 Oct 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 6,363 281 0.0% 0.0% 134 -382 -5.66% Q3 2026 Oct 22, 2026
CITIGROUP INC History Reduced 6,316 278 0.0% 0.0% 135 -6,814 -51.9% Q3 2026 Nov 04, 2026
KLP KAPITALFORVALTNING AS History No change 5,600 277 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
MEEDER ASSET MANAGEMENT INC History No change 5,542 274 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Investments Australia, Ltd. History No change 5,521 273 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 5,477 271 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 6,044 266 0.0% 0.0% 140 +197 3.37% Q3 2026 Oct 28, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 5,335 264 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,304 263 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
GWN SECURITIES INC. History No change 5,283 262 0.04% 0.04% 143 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 5,911 261 0.0% — 144 +5,911 New Q3 2026 Nov 03, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 5,195 257 0.02% 0.02% 145 0 0.0% Q2 2026 Jul 31, 2026
State of Alaska, Department of Revenue History Reduced 5,803 256 0.0% 0.0% 146 -4,045 -41.07% Q3 2026 Oct 15, 2026
Cordoba Advisory Partners LLC History No change 5,766 254 0.03% 0.06% 147 0 0.0% Q3 2026 Oct 19, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 5,605 247 0.0% 0.0% 148 -100 -1.75% Q3 2026 Oct 29, 2026
Linden Thomas Advisory Services, LLC History Reduced 5,554 245 0.02% 0.02% 149 -95 -1.68% Q3 2026 Oct 19, 2026
Semanteon Capital Management, LP History No change 4,936 244 1.1% 1.1% 150 0 0.0% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History No change 4,850 240 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 4,745 235 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 4,799 211 0.0% 0.01% 153 -7,768 -61.81% Q3 2026 Oct 13, 2026
GAMMA Investing LLC History Added to 2,883 127 0.0% 0.01% 154 +125 4.53% Q3 2026 Oct 08, 2026
OSAIC HOLDINGS, INC. History No change 2,490 123 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 2,326 115 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 2,537 112 0.01% 0.01% 157 +262 11.52% Q3 2026 Oct 27, 2026
FMR LLC History No change 1,508 74 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 1,650 72 0.0% 0.0% 159 0 0.0% Q3 2026 Oct 28, 2026
State of Wyoming History Reduced 1,448 63 0.0% 0.03% 160 -3,775 -72.28% Q3 2026 Oct 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,112 55 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 932 46 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 875 43 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History Reduced 968 42 0.0% 0.0% 164 -1,134 -53.95% Q3 2026 Nov 04, 2026
Sterling Capital Management LLC History Added to 853 37 0.0% 0.0% 165 +763 847.78% Q3 2026 Oct 22, 2026
TD Waterhouse Canada Inc. History New 749 33 0.0% — 166 +749 New Q3 2026 Oct 16, 2026
Versant Capital Management, Inc History Added to 742 32 0.0% 0.0% 168 +17 2.34% Q3 2026 Oct 01, 2026
JONES FINANCIAL COMPANIES LLLP History No change 653 32 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Capital Advisors LLC History No change 700 30 0.0% 0.0% 169 0 0.0% Q3 2026 Nov 02, 2026
Salomon & Ludwin, LLC History No change 601 26 0.0% 0.0% 170 0 0.0% Q3 2026 Oct 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 511 25 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 10, 2026
BNP Paribas Asset Management Holding S.A. History No change 423 20 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 416 18 0.0% 0.0% 173 0 0.0% Q3 2026 Oct 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 341 16 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 325 16 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History Reduced 353 15 0.0% 0.0% 176 -37 -9.49% Q3 2026 Nov 03, 2026
Nykredit A/S History No change 302 14 0.0% 0.0% 177 0 0.0% Q2 2026 Sep 08, 2026
Financial Management Professionals, Inc. History No change 306 13 0.0% 0.0% 178 0 0.0% Q3 2026 Oct 23, 2026
GW&K Investment Management, LLC History No change 252 12 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 294 12 0.0% 0.0% 180 0 0.0% Q3 2026 Oct 30, 2026
Farther Finance Advisors, LLC History Reduced 242 10 0.0% 0.0% 182 -148 -37.95% Q3 2026 Oct 08, 2026
SIGNATUREFD, LLC History Added to 246 10 0.0% 0.0% 181 +66 36.67% Q3 2026 Oct 23, 2026
Covestor Ltd History Reduced 205 9 0.01% 0.01% 184 -12 -5.53% Q3 2026 Oct 30, 2026
Arax Advisory Partners History No change 183 9 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History Reduced 184 8 0.0% 0.0% 186 -20 -9.8% Q3 2026 Oct 21, 2026
Rockefeller Capital Management L.P. History No change 166 8 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 194 8 0.0% 0.0% 187 0 0.0% Q3 2026 Oct 30, 2026
WEST PACES ADVISORS INC. History New 175 7 0.0% — 189 +175 New Q3 2026 Oct 13, 2026
UMB Bank, n.a. History No change 146 7 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 103 5 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 102 5 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 86 4 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History No change 91 4 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 88 4 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 93 4 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 53 2 0.0% 0.0% 197 -8 -13.11% Q3 2026 Oct 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 42 2 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 31, 2026
Quarry LP History No change 46 2 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 24 1 0.0% — 199 +11 84.62% Q3 2026 Oct 22, 2026
Parkside Financial Bank & Trust History No change 24 1 0.0% 0.0% 200 0 0.0% Q3 2026 Oct 27, 2026
EverSource Wealth Advisors, LLC History No change 25 1 0.0% 0.0% 201 0 0.0% Q3 2026 Nov 04, 2026
Cedar Mountain Advisors, LLC History No change 25 1 0.0% 0.0% 202 0 0.0% Q3 2026 Oct 15, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 29 1 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 04, 2026
Keating Financial Advisory Services, Inc. History No change 26 1 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 11, 2026
Pacific Excel Wealth Advisors, Inc. History Closed out 0 0 — 1.57% — -81,802 -100.0% Q3 2026 Oct 27, 2026
SEIZERT CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.01% — -6,075 -100.0% Q3 2026 Oct 30, 2026
CARLSON FINANCIAL, INC. History Closed out 0 0 — 0.12% — -4,655 -100.0% Q3 2026 Nov 05, 2026
Bell Investment Advisors, Inc History New 22 0 — — — +22 New Q3 2026 Oct 28, 2026
UMB Private Wealth Management, LLC History New 16 0 — — — +16 New Q3 2026 Oct 19, 2026
Caitong International Asset Management Co., Ltd History New 14 0 — — — +14 New Q3 2026 Oct 29, 2026
Burk Holdings LLC History New 14 0 — — — +14 New Q3 2026 Nov 04, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -10 -100.0% Q3 2026 Nov 04, 2026
VALLEY NATIONAL ADVISERS INC History New 8 0 — — — +8 New Q3 2026 Oct 23, 2026
JFS WEALTH ADVISORS, LLC History New 4 0 — — — +4 New Q3 2026 Nov 03, 2026
Davis Capital Management History Added to 3 0 — — — +2 200.0% Q3 2026 Oct 08, 2026
Root Financial Partners, LLC History New 2 0 — — — +2 New Q3 2026 Oct 21, 2026
Provenance Wealth Advisors, LLC History New 2 0 — — — +2 New Q3 2026 Oct 30, 2026
Silver Grove Financial Group, Inc. History Closed out 0 0 — — — -2 -100.0% Q3 2026 Nov 05, 2026
Hughes Financial Services, LLC History Added to 3 0 — — — +1 50.0% Q3 2026 Oct 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 3 0 — — — -1 -25.0% Q3 2026 Oct 09, 2026
FINANCIAL CONSULATE, INC History New 1 0 — — — +1 New Q3 2026 Oct 23, 2026
Clearstead Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
VISION FINANCIAL MARKETS LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
IFP Advisors, Inc History No change 1 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
Physician Wealth Advisors, Inc. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
Abound Wealth Management History No change 2 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Ankerstar Wealth, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 14, 2026