Yext, Inc. - YEXT

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
Lynrock Lake LP History No change 19,015,087 88,800 5.61% 5.61% 1 0 0.0% Q2 2026 Aug 14, 2026
Lead Edge Capital Management, LLC History No change 7,843,296 36,628 6.66% 6.66% 2 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 7,395,204 34,535 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,608,840 21,523 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,719,823 17,371 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 2,864,095 13,375 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 2,575,616 12,014 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,215,856 10,350 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 2,069,411 9,664 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 2,042,319 9,537 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 1,454,150 6,790 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 1,426,604 6,662 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 863,179 4,031 0.0% 0.0% 13 0 0.0% Q2 2026 Sep 02, 2026
Pathstone Holdings, LLC History No change 841,100 3,927 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 779,688 3,641 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 719,233 3,358 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 600,855 2,805 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 571,241 2,667 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 558,367 2,607 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 506,889 2,367 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 485,078 2,265 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 478,943 2,236 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 12, 2026
Pacer Advisors, Inc. History No change 455,598 2,128 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 450,951 2,105 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Maltin Wealth Management, Inc. History No change 393,439 1,837 0.61% 0.61% 25 0 0.0% Q2 2026 Jul 22, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 364,058 1,700 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 07, 2026
Bank of New York Mellon Corp History No change 344,758 1,610 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 06, 2026
PRUDENTIAL FINANCIAL INC History No change 341,510 1,594 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 12, 2026
MACKENZIE FINANCIAL CORP History No change 297,034 1,387 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 294,100 1,373 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 287,296 1,341 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 272,760 1,273 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 257,497 1,202 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History No change 246,406 1,150 0.01% 0.01% 34 0 0.0% Q2 2026 Jul 28, 2026
TUDOR INVESTMENT CORP ET AL History No change 230,961 1,078 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 227,849 1,064 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 209,222 977 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 192,357 898 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 187,168 874 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 184,061 859 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 170,604 796 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 166,880 779 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 149,785 699 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 149,000 695 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 148,717 695 0.04% 0.04% 45 0 0.0% Q2 2026 Aug 06, 2026
PANAGORA ASSET MANAGEMENT INC History No change 147,551 689 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 06, 2026
GROUP ONE TRADING LLC History No change 145,457 679 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 145,400 679 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 06, 2026
Walleye Trading LLC History No change 139,188 650 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 03, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 135,000 630 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 10, 2026
Rangeley Capital, LLC History No change 130,328 608 0.56% 0.56% 51 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 126,302 589 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 125,446 585 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
MANGROVE PARTNERS IM, LLC History No change 122,666 572 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 121,412 566 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 136,987 526 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 107,457 501 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
Quinn Opportunity Partners LLC History No change 105,000 490 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 104,463 487 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 102,356 479 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
P.A.W. CAPITAL CORP History No change 100,000 467 0.36% 0.36% 61 0 0.0% Q2 2026 Jul 28, 2026
D. E. Shaw & Co., Inc. History No change 90,555 422 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 89,039 415 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 84,919 396 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 74,828 349 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 71,400 333 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 68,081 317 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 65,838 307 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 58,915 275 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 03, 2026
Vestcor Inc History No change 58,620 274 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 11, 2026
WINTON GROUP Ltd History No change 57,200 267 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 07, 2026
GABELLI FUNDS LLC History No change 57,000 266 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 12, 2026
Hudson Bay Capital Management LP History No change 56,616 264 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
EQUITEC PROPRIETARY MARKETS, LLC History No change 56,200 262 0.05% 0.05% 74 0 0.0% Q2 2026 Jul 20, 2026
MetLife Investment Management, LLC History No change 53,242 248 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 51,700 241 0.0% 0.0% 76 0 0.0% Q2 2026 Jul 13, 2026
Schonfeld Strategic Advisors LLC History No change 51,407 240 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 50,908 237 0.0% 0.0% 78 0 0.0% Q2 2026 Jul 29, 2026
State of Wyoming History No change 47,162 220 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 06, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 45,242 211 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 43,226 201 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 03, 2026
BARCLAYS PLC History No change 41,802 195 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History No change 41,132 192 0.11% 0.11% 83 0 0.0% Q2 2026 Aug 07, 2026
FIRST TRUST ADVISORS LP History No change 39,657 185 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 39,440 184 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 36,792 171 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 36,498 170 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 10, 2026
Gotham Asset Management, LLC History No change 34,809 162 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 33,821 159 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
CSS LLC/IL History No change 33,993 158 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 14, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History No change 32,500 151 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 12, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 29,449 138 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History No change 29,036 135 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 28,332 132 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 26,681 124 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 26,254 122 0.0% 0.0% 96 0 0.0% Q2 2026 Jul 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 25,961 121 0.0% 0.0% 97 0 0.0% Q2 2026 Sep 09, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 26,100 121 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History No change 25,429 118 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 25,386 118 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 23, 2026
AMERIPRISE FINANCIAL INC History No change 22,866 106 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 22,770 106 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 22,410 104 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 21,345 99 0.03% 0.03% 104 0 0.0% Q2 2026 Aug 14, 2026
CIM INVESTMENT MANAGEMENT INC History No change 20,692 96 0.02% 0.02% 105 0 0.0% Q2 2026 Sep 29, 2026
SEI INVESTMENTS CO History No change 20,533 95 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 19,927 93 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 10, 2026
Centiva Capital, LP History No change 19,178 89 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 19,149 89 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA INVESTMENTS, LP History No change 18,865 88 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 18,905 88 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 18,403 85 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 18,331 85 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 23, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 18,000 84 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 17,351 81 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
Atom Investors LP History No change 16,386 76 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 14,764 68 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 13,876 64 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 13,156 61 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 19, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 12,569 59 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 10, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 12,361 57 0.01% 0.01% 121 0 0.0% Q2 2026 Jul 21, 2026
ProShare Advisors LLC History No change 11,342 52 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 11, 2026
Haven Private, LLC History No change 11,347 52 0.02% 0.02% 123 0 0.0% Q2 2026 Jul 28, 2026
GAMCO INVESTORS, INC. ET AL History No change 10,000 46 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 9,239 43 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 9,264 43 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History No change 8,839 41 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 04, 2026
Legal & General Group Plc History No change 8,435 39 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 8,479 39 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 8,315 38 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History No change 7,211 33 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 22, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 6,612 31 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 17, 2026
STRS OHIO History No change 6,300 29 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 30, 2026
State of Alaska, Department of Revenue History No change 5,715 26 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 20, 2026
Wilmington Savings Fund Society, FSB History No change 5,546 25 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 28, 2026
Versant Capital Management, Inc History Added to 3,598 23 0.0% 0.0% 136 +106 3.04% Q3 2026 Oct 01, 2026
NISA INVESTMENT ADVISORS, LLC History No change 4,797 22 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 3,216 15 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 3,370 15 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 3,064 14 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,884 13 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 2,656 12 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,618 7 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History No change 1,404 6 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History No change 1,296 6 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 1,193 5 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 24, 2026
SIGNATUREFD, LLC History No change 1,177 5 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,049 5 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 22, 2026
Farther Finance Advisors, LLC History No change 1,172 5 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 17, 2026
EverSource Wealth Advisors, LLC History No change 956 4 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 24, 2026
ASSETMARK, INC History No change 692 3 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 30, 2026
Larson Financial Group LLC History No change 852 3 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 720 3 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 515 2 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 444 2 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 622 2 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 441 2 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
Strive Financial Group ,LLC History No change 585 2 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
GILL CAPITAL PARTNERS, LLC History No change 343 1 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 20, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 383 1 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History No change 376 1 0.0% 0.0% 161 0 0.0% Q2 2026 Jul 27, 2026
LRI Investments, LLC History No change 280 1 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 14, 2026
FIFTH THIRD BANCORP History No change 155 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 30 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Marquette Asset Management, LLC History No change 175 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Transamerica Financial Advisors, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 123 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 32 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Avion Wealth History No change 133 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Blue Trust, Inc. History No change 40 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Atlantic Edge Private Wealth Management, LLC History No change 25 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Kilter Group LLC History No change 105 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Torren Management, LLC History No change 49 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Silver Grove Financial Group, Inc. History No change 24 0 — — — 0 0.0% Q2 2026 Aug 13, 2026