YORK WATER CO - YORW
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Zimmer Partners, LP | History | Added to | 1,419,877 | 43,519 | 1.0% | 0.54% | 1 | +687,200 | 93.79% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 1,281,673 | 39,283 | 0.0% | 0.0% | 2 | +203,261 | 18.85% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 713,351 | 21,864 | 0.0% | 0.0% | 3 | +51,403 | 7.77% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 712,799 | 21,847 | 0.0% | 0.0% | 4 | +58,806 | 8.99% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 421,682 | 12,927 | 0.0% | 0.0% | 5 | +77,051 | 22.36% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 362,561 | 11,112 | 0.0% | 0.01% | 6 | +35,831 | 10.97% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 346,037 | 10,683 | 0.0% | 0.0% | 7 | +21,095 | 6.49% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 323,129 | 9,903 | 0.0% | 0.0% | 8 | +30,123 | 10.28% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 321,660 | 9,858 | 0.0% | 0.0% | 9 | +21,960 | 7.33% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 311,672 | 9,552 | 0.0% | 0.0% | 10 | +15,793 | 5.34% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 277,196 | 8,496 | 0.0% | 0.0% | 11 | +159,506 | 135.53% | Q2 2026 | Aug 14, 2026 |
| REAVES W H & CO INC | History | New | 275,000 | 8,428 | 0.13% | — | 12 | +275,000 | New | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | Added to | 226,682 | 6,947 | 0.01% | 0.01% | 13 | +34,998 | 18.26% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 212,450 | 6,511 | 0.01% | 0.0% | 14 | +154,862 | 268.91% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 193,737 | 5,938 | 0.0% | 0.0% | 15 | +81,930 | 73.28% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 168,236 | 5,156 | 0.01% | 0.01% | 16 | -35,800 | -17.55% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 153,816 | 4,714 | 0.0% | 0.0% | 17 | +7,607 | 5.2% | Q2 2026 | Aug 06, 2026 |
| GABELLI FUNDS LLC | History | Added to | 151,793 | 4,652 | 0.03% | 0.03% | 18 | +18,150 | 13.58% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 144,906 | 4,441 | 0.0% | 0.0% | 19 | +21,997 | 17.9% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 135,135 | 4,141 | 0.0% | 0.0% | 20 | +17,019 | 14.41% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 106,828 | 3,274 | 0.0% | 0.0% | 21 | +13,515 | 14.48% | Q2 2026 | Aug 13, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 97,796 | 2,997 | 0.19% | 0.21% | 22 | +8,525 | 9.55% | Q2 2026 | Jul 30, 2026 |
| Invesco Ltd. | History | Added to | 96,967 | 2,972 | 0.0% | 0.0% | 23 | +15,345 | 18.8% | Q2 2026 | Aug 14, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Added to | 92,975 | 2,849 | 0.35% | 0.15% | 24 | +55,925 | 150.94% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 91,883 | 2,816 | 0.0% | 0.0% | 25 | -64,383 | -41.2% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 89,264 | 2,735 | 0.0% | 0.0% | 26 | +67,294 | 306.3% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 78,850 | 2,416 | 0.0% | 0.0% | 27 | -65,820 | -45.5% | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, LLC | History | New | 72,366 | 2,218 | 0.88% | — | 28 | +72,366 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 68,237 | 2,091 | 0.0% | 0.0% | 29 | +10,312 | 17.8% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 65,139 | 1,996 | 0.0% | 0.0% | 30 | +960 | 1.5% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 62,619 | 1,919 | 0.01% | 0.01% | 31 | -19,410 | -23.66% | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | Added to | 59,485 | 1,823 | 0.0% | 0.0% | 32 | +14,549 | 32.38% | Q2 2026 | Aug 11, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Added to | 57,500 | 1,762 | 0.0% | 0.0% | 33 | +30,394 | 112.13% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 47,012 | 1,440 | 0.0% | 0.0% | 34 | +5,526 | 13.32% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 45,144 | 1,383 | 0.0% | 0.0% | 35 | -409 | -0.9% | Q2 2026 | Aug 07, 2026 |
| Brooklyn Investment Group | History | No change | 44,106 | 1,343 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 43,500 | 1,333 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 42,766 | 1,310 | 0.0% | 0.0% | 38 | -8,773 | -17.02% | Q2 2026 | Sep 02, 2026 |
| Prospera Financial Services Inc | History | New | 41,575 | 1,274 | 0.02% | — | 39 | +41,575 | New | Q2 2026 | Jul 15, 2026 |
| CenterBook Partners LP | History | Reduced | 36,989 | 1,133 | 0.06% | 0.09% | 40 | -20,493 | -35.65% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 32,116 | 984 | 0.0% | 0.0% | 41 | -10,868 | -25.28% | Q2 2026 | Aug 13, 2026 |
| Teton Advisors, LLC | History | Added to | 31,910 | 978 | 0.57% | 0.68% | 42 | +340 | 1.08% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 31,500 | 965 | 0.05% | 0.05% | 43 | +3,500 | 12.5% | Q2 2026 | Jul 28, 2026 |
| Odyssean, LLC | History | Added to | 31,156 | 954 | 0.16% | 0.14% | 44 | +18,145 | 139.46% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 28,479 | 872 | 0.01% | 0.01% | 45 | +14,983 | 111.02% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 26,260 | 804 | 0.0% | 0.0% | 46 | +11,704 | 80.41% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | New | 25,200 | 772 | 0.01% | — | 47 | +25,200 | New | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | Added to | 22,899 | 701 | 0.01% | 0.0% | 48 | +11,092 | 93.94% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Added to | 22,034 | 675 | 0.03% | 0.04% | 50 | +5,181 | 30.74% | Q2 2026 | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 22,030 | 675 | 0.04% | 0.04% | 49 | -3,266 | -12.91% | Q2 2026 | Aug 03, 2026 |
| ExodusPoint Capital Management, LP | History | New | 21,880 | 670 | 0.0% | — | 51 | +21,880 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 21,730 | 666 | 0.0% | 0.0% | 52 | +180 | 0.84% | Q2 2026 | Aug 06, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 21,268 | 651 | 0.24% | 0.27% | 53 | +264 | 1.26% | Q2 2026 | Jul 16, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 20,645 | 632 | 0.0% | 0.0% | 54 | +1,722 | 9.1% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 19,526 | 598 | 0.01% | — | 55 | +19,526 | New | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 18,312 | 561 | 0.0% | 0.0% | 56 | +9,100 | 98.78% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 18,257 | 559 | 0.0% | 0.0% | 57 | -8,249 | -31.12% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 18,160 | 556 | 0.01% | 0.0% | 58 | +7,566 | 71.42% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 18,064 | 553 | 0.0% | 0.0% | 59 | +10,908 | 152.43% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 17,221 | 527 | 0.0% | 0.0% | 60 | +1,517 | 9.66% | Q2 2026 | Jul 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 17,150 | 522 | 0.0% | 0.0% | 61 | +4,859 | 39.53% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 16,562 | 507 | 0.0% | 0.0% | 62 | -2,797 | -14.45% | Q2 2026 | Aug 07, 2026 |
| ELCO Management Co., LLC | History | Added to | 16,422 | 503 | 0.22% | 0.19% | 63 | +3,246 | 24.64% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Added to | 16,318 | 500 | 0.0% | 0.0% | 64 | +5,719 | 53.96% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 16,083 | 492 | 0.0% | 0.0% | 65 | +6,295 | 64.31% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,791 | 484 | 0.0% | 0.0% | 66 | +3,439 | 27.84% | Q2 2026 | Aug 19, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 14,537 | 445 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Creative Planning | History | Reduced | 14,247 | 436 | 0.0% | 0.0% | 68 | -5,010 | -26.02% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,117 | 431 | 0.0% | 0.0% | 70 | +5,270 | 59.57% | Q2 2026 | Jul 15, 2026 |
| RKL Wealth Management LLC | History | Added to | 14,085 | 431 | 0.03% | 0.04% | 69 | +226 | 1.63% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,966 | 428 | 0.01% | 0.0% | 71 | +5,519 | 65.34% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,921 | 426 | 0.0% | 0.0% | 72 | -134,251 | -90.6% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 13,530 | 415 | 0.0% | 0.0% | 73 | +3,620 | 36.53% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 13,125 | 402 | 0.02% | 0.03% | 74 | -200 | -1.5% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 12,897 | 395 | 0.01% | — | 75 | +12,897 | New | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | New | 12,495 | 382 | 0.0% | — | 76 | +12,495 | New | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 12,299 | 376 | 0.0% | — | 78 | +12,299 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,268 | 376 | 0.0% | 0.0% | 77 | +329 | 2.76% | Q2 2026 | Aug 14, 2026 |
| FULTON BANK, N.A. | History | Reduced | 11,692 | 358 | 0.01% | 0.02% | 79 | -4,400 | -27.34% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,592 | 355 | 0.0% | 0.0% | 80 | +1,240 | 11.98% | Q2 2026 | Jul 27, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 11,238 | 344 | 0.02% | 0.03% | 81 | -4,777 | -29.83% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,134 | 341 | 0.0% | 0.0% | 82 | +2,007 | 21.99% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 10,469 | 320 | 0.0% | 0.0% | 83 | +3,319 | 46.42% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 10,423 | 319 | 0.0% | 0.0% | 84 | +812 | 8.45% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,389 | 318 | 0.0% | 0.0% | 85 | +622 | 6.37% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 9,823 | 301 | 0.0% | 0.0% | 86 | +5,928 | 152.2% | Q2 2026 | Aug 10, 2026 |
| Ballentine Partners, LLC | History | Reduced | 9,639 | 295 | 0.0% | 0.0% | 87 | -1,812 | -15.82% | Q2 2026 | Jul 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 9,278 | 284 | 0.0% | 0.0% | 88 | +969 | 11.66% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 9,181 | 281 | 0.0% | 0.0% | 89 | +6,593 | 254.75% | Q2 2026 | Aug 03, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 9,172 | 281 | 0.06% | 0.06% | 90 | +1 | 0.01% | Q2 2026 | Jul 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 8,990 | 275 | 0.01% | — | 91 | +8,990 | New | Q2 2026 | Jul 13, 2026 |
| Atom Investors LP | History | New | 8,607 | 263 | 0.02% | — | 92 | +8,607 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 8,588 | 261 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,697 | 235 | 0.0% | 0.0% | 94 | -1,256 | -14.03% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | Reduced | 7,551 | 231 | 0.0% | 0.0% | 95 | -50 | -0.66% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,396 | 228 | 0.0% | 0.0% | 96 | +1,165 | 18.7% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | Added to | 7,406 | 226 | 0.01% | 0.0% | 97 | +338 | 4.78% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 7,363 | 225 | 0.08% | 0.1% | 98 | -385 | -4.97% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,084 | 217 | 0.0% | 0.0% | 99 | +436 | 6.56% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | Reduced | 7,012 | 214 | 0.0% | 0.0% | 100 | -2,542 | -26.61% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,662 | 204 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,066 | 185 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 5,952 | 182 | 0.0% | 0.0% | 103 | -2,048 | -25.6% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 5,865 | 179 | 0.01% | 0.0% | 104 | +2,799 | 91.29% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,539 | 170 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 5,130 | 157 | 0.0% | 0.0% | 106 | +1,473 | 40.28% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,901 | 120 | 0.0% | 0.0% | 107 | -655 | -14.38% | Q2 2026 | Aug 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 3,600 | 110 | 0.01% | — | 108 | +3,600 | New | Q2 2026 | Jul 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,076 | 94 | 0.0% | 0.0% | 109 | +77 | 2.57% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 2,760 | 84 | 0.0% | 0.0% | 110 | +687 | 33.14% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,547 | 78 | 0.0% | 0.0% | 111 | +308 | 13.76% | Q2 2026 | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,553 | 78 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,252 | 68 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,097 | 64 | 0.0% | 0.0% | 114 | +1,711 | 443.26% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,969 | 60 | 0.0% | 0.0% | 115 | +101 | 5.41% | Q2 2026 | Aug 14, 2026 |
| Costello Asset Management, INC | History | Reduced | 1,927 | 59 | 0.02% | 0.02% | 116 | -300 | -13.47% | Q2 2026 | Jul 28, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,792 | 54 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,613 | 49 | 0.0% | 0.0% | 118 | -796 | -33.04% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,514 | 46 | 0.0% | 0.0% | 119 | +297 | 24.4% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,406 | 43 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 949 | 29 | 0.0% | 0.0% | 121 | +726 | 325.56% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 866 | 26 | 0.0% | 0.0% | 122 | +72 | 9.07% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 825 | 25 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 801 | 24 | 0.0% | 0.0% | 125 | -1,216 | -60.29% | Q2 2026 | Jul 23, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 800 | 24 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 706 | 21 | 0.0% | 0.0% | 126 | +142 | 25.18% | Q2 2026 | Jul 02, 2026 |
| AdvisorNet Financial, Inc | History | No change | 600 | 18 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ancora Advisors LLC | History | No change | 600 | 18 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 500 | 15 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 466 | 14 | 0.0% | 0.0% | 130 | -1,118 | -70.58% | Q2 2026 | Jul 17, 2026 |
| Planning Strategies Inc. | History | New | 401 | 12 | 0.01% | — | 132 | +401 | New | Q2 2026 | Jul 27, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 417 | 12 | 0.0% | 0.0% | 131 | -40 | -8.75% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 376 | 11 | 0.0% | 0.0% | 134 | +340 | 944.44% | Q2 2026 | Jul 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 375 | 11 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 332 | 10 | 0.0% | 0.0% | 135 | -85 | -20.38% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | Reduced | 294 | 9 | 0.0% | 0.0% | 137 | -851 | -74.32% | Q2 2026 | Jul 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 306 | 9 | 0.0% | 0.0% | 136 | -34 | -10.0% | Q2 2026 | Jul 31, 2026 |
| Essential Partners LLC | History | Reduced | 269 | 8 | 0.0% | 0.0% | 139 | -19 | -6.6% | Q2 2026 | Aug 10, 2026 |
| Westside Investment Management, Inc. | History | No change | 288 | 8 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 233 | 7 | 0.0% | 0.0% | 140 | -270 | -53.68% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 247 | 7 | 0.0% | 0.0% | 141 | +181 | 274.24% | Q2 2026 | Jul 29, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 202 | 6 | 0.0% | 0.0% | 144 | -578 | -74.1% | Q2 2026 | Aug 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 205 | 6 | 0.0% | 0.0% | 142 | +122 | 146.99% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 198 | 6 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 171 | 5 | 0.0% | 0.0% | 146 | +1 | 0.59% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | No change | 190 | 5 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 143 | 4 | 0.0% | 0.0% | 149 | -2,762 | -95.08% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 160 | 4 | 0.0% | 0.0% | 147 | +77 | 92.77% | Q2 2026 | Aug 06, 2026 |
| Eukles Asset Management | History | No change | 150 | 4 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FEDERATED HERMES, INC. | History | New | 125 | 3 | 0.0% | — | 154 | +125 | New | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 128 | 3 | 0.0% | 0.0% | 150 | -122 | -48.8% | Q2 2026 | Jul 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 124 | 3 | 0.0% | 0.0% | 152 | +91 | 275.76% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 104 | 3 | 0.0% | 0.0% | 153 | -24 | -18.75% | Q2 2026 | Jul 16, 2026 |
| Stone House Investment Management, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Optiver Holding B.V. | History | Reduced | 63 | 1 | 0.0% | 0.0% | 155 | -104 | -62.28% | Q2 2026 | Aug 12, 2026 |
| WEST PACES ADVISORS INC. | History | New | 48 | 1 | 0.0% | — | 157 | +48 | New | Q2 2026 | Jul 17, 2026 |
| Kilter Group LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -83,341 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,935 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,024 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,504 | -100.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,177 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -19,139 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -14,341 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.15% | — | -11,771 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,165 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,110 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -8,156 | -100.0% | Q2 2026 | Jul 31, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,353 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,004 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,037 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q2 2026 | Aug 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q2 2026 | Jul 06, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Reduced | 17 | 0 | — | 0.0% | — | -41 | -70.69% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Clearstead Advisors, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Jul 31, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 22, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 2 | 0 | — | — | — | -10 | -83.33% | Q2 2026 | Aug 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 04, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silicon Valley Capital Partners | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |