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 | No change | 1,419,877 | 43,519 | 1.0% | 1.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,281,673 | 39,283 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 713,351 | 21,864 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 712,799 | 21,847 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 415,349 | 12,720 | 0.0% | 0.0% | 5 | -6,333 | -1.5% | Q3 2026 | Nov 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 362,561 | 11,112 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 346,037 | 10,683 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 323,129 | 9,903 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 321,660 | 9,858 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 312,222 | 9,560 | 0.0% | 0.0% | 10 | +550 | 0.18% | Q3 2026 | Nov 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 277,196 | 8,496 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAVES W H & CO INC | History | Reduced | 253,000 | 7,746 | 0.14% | 0.13% | 12 | -22,000 | -8.0% | Q3 2026 | Nov 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 212,450 | 6,511 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 193,737 | 5,938 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 168,236 | 5,156 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 151,793 | 4,652 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 151,866 | 4,650 | 0.0% | 0.0% | 17 | -1,950 | -1.27% | Q3 2026 | Nov 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 144,906 | 4,441 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 135,135 | 4,141 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 106,828 | 3,274 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 100,101 | 3,065 | 0.22% | 0.19% | 21 | +2,305 | 2.36% | Q3 2026 | Nov 04, 2026 |
| Invesco Ltd. | History | No change | 96,967 | 2,972 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 91,883 | 2,816 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 89,875 | 2,751 | 0.35% | 0.35% | 24 | -3,100 | -3.33% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 89,264 | 2,735 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 78,850 | 2,416 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, LLC | History | No change | 72,366 | 2,218 | 0.88% | 0.88% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 68,237 | 2,091 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 65,139 | 1,996 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Added to | 64,869 | 1,986 | 0.0% | 0.0% | 30 | +7,369 | 12.82% | Q3 2026 | Nov 10, 2026 |
| Nuveen, LLC | History | Reduced | 55,700 | 1,705 | 0.0% | 0.0% | 31 | -3,785 | -6.36% | Q3 2026 | Nov 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 50,273 | 1,586 | 0.02% | 0.02% | 32 | +8,698 | 20.92% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | Added to | 49,950 | 1,529 | 0.0% | 0.0% | 33 | +4,806 | 10.65% | Q3 2026 | Nov 06, 2026 |
| MARSHALL WACE, LLP | History | No change | 47,012 | 1,440 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 43,500 | 1,333 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 42,766 | 1,310 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 40,082 | 1,227 | 0.03% | 0.01% | 37 | +31,092 | 345.85% | Q3 2026 | Oct 16, 2026 |
| CenterBook Partners LP | History | Added to | 38,833 | 1,189 | 0.05% | 0.06% | 38 | +1,844 | 4.99% | Q3 2026 | Nov 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 37,590 | 1,151 | 0.0% | — | 39 | +37,590 | New | Q3 2026 | Nov 02, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 34,295 | 1,050 | 0.0% | 0.01% | 40 | -28,324 | -45.23% | Q3 2026 | Nov 05, 2026 |
| UBS Group AG | History | No change | 32,116 | 984 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 32,039 | 978 | 0.0% | — | 43 | +32,039 | New | Q3 2026 | Nov 09, 2026 |
| Teton Advisors, LLC | History | No change | 31,910 | 978 | 0.57% | 0.57% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 31,500 | 964 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 31,391 | 961 | 0.0% | 0.0% | 45 | +9,661 | 44.46% | Q3 2026 | Nov 06, 2026 |
| Odyssean, LLC | History | No change | 31,156 | 954 | 0.16% | 0.16% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 28,479 | 872 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 27,892 | 854 | 0.0% | 0.0% | 48 | +13,645 | 95.77% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | Added to | 26,918 | 824 | 0.0% | 0.0% | 49 | +8,661 | 47.44% | Q3 2026 | Nov 10, 2026 |
| Trexquant Investment LP | History | No change | 26,260 | 804 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 25,200 | 772 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | Added to | 25,203 | 771 | 0.01% | 0.01% | 52 | +2,304 | 10.06% | Q3 2026 | Nov 09, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 22,030 | 675 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 21,880 | 670 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 21,471 | 657 | 0.01% | 0.01% | 55 | +3,311 | 18.23% | Q3 2026 | Oct 15, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 21,275 | 651 | 0.24% | 0.24% | 56 | +7 | 0.03% | Q3 2026 | Nov 03, 2026 |
| Inspire Investing, LLC | History | Reduced | 20,775 | 636 | 0.03% | 0.03% | 57 | -1,259 | -5.71% | Q3 2026 | Oct 22, 2026 |
| RHUMBLINE ADVISERS | History | No change | 20,645 | 632 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 19,526 | 598 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELCO Management Co., LLC | History | Added to | 18,360 | 562 | 0.26% | 0.22% | 60 | +1,938 | 11.8% | Q3 2026 | Oct 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 18,312 | 561 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 18,064 | 553 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 17,457 | 534 | 0.0% | 0.0% | 63 | +236 | 1.37% | Q3 2026 | Nov 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,150 | 522 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,606 | 508 | 0.01% | 0.01% | 65 | +2,640 | 18.9% | Q3 2026 | Oct 22, 2026 |
| Mariner, LLC | History | No change | 16,318 | 500 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,791 | 484 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,683 | 454 | 0.0% | 0.0% | 68 | +566 | 4.01% | Q3 2026 | Oct 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 14,789 | 452 | 0.0% | 0.0% | 69 | -1,773 | -10.71% | Q3 2026 | Nov 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 14,787 | 452 | 0.03% | 0.03% | 70 | +250 | 1.72% | Q3 2026 | Oct 13, 2026 |
| RKL Wealth Management LLC | History | Added to | 14,186 | 434 | 0.03% | 0.03% | 71 | +101 | 0.72% | Q3 2026 | Oct 16, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 14,032 | 429 | 0.0% | 0.0% | 72 | -2,051 | -12.75% | Q3 2026 | Nov 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,921 | 426 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 13,530 | 415 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 13,125 | 401 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 12,900 | 394 | 0.01% | 0.01% | 76 | +3 | 0.02% | Q3 2026 | Nov 10, 2026 |
| IEQ CAPITAL, LLC | History | No change | 12,495 | 382 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 12,299 | 376 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 12,268 | 376 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULTON BANK, N.A. | History | Added to | 12,192 | 373 | 0.01% | 0.01% | 80 | +500 | 4.28% | Q3 2026 | Oct 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 11,238 | 344 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,134 | 341 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 10,469 | 320 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 10,423 | 319 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,389 | 318 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | Added to | 10,296 | 315 | 0.0% | 0.0% | 86 | +3,284 | 46.83% | Q3 2026 | Nov 06, 2026 |
| Arax Advisory Partners | History | No change | 9,823 | 301 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballentine Partners, LLC | History | No change | 9,639 | 295 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Squarepoint Ops LLC | History | New | 9,300 | 284 | 0.0% | — | 90 | +9,300 | New | Q3 2026 | Nov 09, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,278 | 284 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | No change | 8,607 | 263 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 8,349 | 255 | 0.05% | 0.06% | 92 | -823 | -8.97% | Q3 2026 | Oct 05, 2026 |
| Cetera Investment Advisers | History | No change | 7,697 | 235 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | Reduced | 7,459 | 228 | 0.0% | 0.0% | 95 | -92 | -1.22% | Q3 2026 | Oct 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,396 | 228 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,380 | 226 | 0.0% | 0.0% | 96 | -4,212 | -36.34% | Q3 2026 | Nov 02, 2026 |
| Independent Advisor Alliance | History | No change | 7,406 | 226 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 7,243 | 223 | 0.01% | — | 98 | +7,243 | New | Q3 2026 | Oct 28, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 7,100 | 217 | 0.08% | 0.08% | 99 | -263 | -3.57% | Q3 2026 | Oct 15, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,662 | 204 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,066 | 185 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,952 | 182 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 5,865 | 179 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,539 | 170 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,130 | 157 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,901 | 120 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 3,600 | 110 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,076 | 94 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,760 | 84 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,547 | 78 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,553 | 78 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| CITIGROUP INC | History | Reduced | 2,514 | 76 | 0.0% | 0.0% | 112 | -6,667 | -72.62% | Q3 2026 | Nov 04, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,252 | 68 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,103 | 64 | 0.0% | 0.0% | 114 | +6 | 0.29% | Q3 2026 | Oct 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,969 | 60 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Costello Asset Management, INC | History | No change | 1,927 | 59 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q3 2026 | Oct 30, 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 | No change | 1,613 | 49 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,406 | 43 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 1,129 | 34 | 0.0% | 0.0% | 120 | -385 | -25.43% | Q3 2026 | Oct 28, 2026 |
| Allworth Financial LP | History | Added to | 1,124 | 34 | 0.0% | 0.0% | 121 | +175 | 18.44% | Q3 2026 | Nov 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,009 | 30 | 0.0% | 0.0% | 122 | +208 | 25.97% | Q3 2026 | Oct 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 877 | 26 | 0.0% | 0.0% | 123 | +171 | 24.22% | Q3 2026 | Oct 01, 2026 |
| US BANCORP \DE\ | History | Added to | 833 | 25 | 0.0% | 0.0% | 124 | +600 | 257.51% | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 818 | 25 | 0.0% | 0.0% | 126 | -48 | -5.54% | Q3 2026 | Nov 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 825 | 25 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 600 | 18 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 578 | 17 | 0.0% | 0.0% | 128 | +112 | 24.03% | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | Added to | 492 | 15 | 0.0% | 0.0% | 130 | +198 | 67.35% | Q3 2026 | Oct 08, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 500 | 15 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 417 | 12 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Planning Strategies Inc. | History | No change | 401 | 12 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 370 | 11 | 0.0% | 0.0% | 134 | -6 | -1.6% | Q3 2026 | Oct 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 375 | 11 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Jacobi Capital Management LLC | History | New | 357 | 10 | 0.0% | — | 135 | +357 | New | Q3 2026 | Nov 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 319 | 9 | 0.0% | 0.0% | 137 | -13 | -3.92% | Q3 2026 | Oct 22, 2026 |
| CENTRAL TRUST Co | History | No change | 306 | 9 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 265 | 8 | 0.0% | 0.0% | 139 | +122 | 85.31% | Q3 2026 | Nov 03, 2026 |
| Westside Investment Management, Inc. | History | No change | 288 | 8 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 250 | 7 | 0.0% | 0.0% | 140 | +45 | 21.95% | Q3 2026 | Nov 10, 2026 |
| Essential Partners LLC | History | Reduced | 240 | 7 | 0.0% | 0.0% | 141 | -29 | -10.78% | Q3 2026 | Oct 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 209 | 6 | 0.0% | — | 144 | +209 | New | Q3 2026 | Nov 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 198 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 202 | 6 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 190 | 5 | 0.0% | 0.0% | 145 | +30 | 18.75% | Q3 2026 | Nov 10, 2026 |
| City State Bank | History | No change | 190 | 5 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 171 | 5 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 136 | 4 | 0.0% | — | 149 | +136 | New | Q3 2026 | Oct 16, 2026 |
| Eukles Asset Management | History | No change | 150 | 4 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 107 | 3 | 0.0% | 0.0% | 151 | -17 | -13.71% | Q3 2026 | Oct 20, 2026 |
| True Wealth Design, LLC | History | Added to | 113 | 3 | 0.0% | 0.0% | 152 | +9 | 8.65% | Q3 2026 | Oct 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 125 | 3 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | New | 93 | 2 | 0.0% | — | 155 | +93 | New | Q3 2026 | Nov 05, 2026 |
| GK Wealth Management LLC | History | New | 87 | 2 | 0.0% | — | 156 | +87 | New | Q3 2026 | Oct 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 92 | 2 | 0.0% | — | 153 | +68 | 283.33% | Q3 2026 | Nov 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 87 | 2 | 0.0% | 0.0% | 154 | -41 | -32.03% | Q3 2026 | Oct 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 54 | 1 | 0.0% | — | 157 | +34 | 170.0% | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | New | 34 | 1 | 0.0% | — | 162 | +34 | New | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 34 | 1 | 0.0% | — | 159 | +22 | 183.33% | Q3 2026 | Oct 26, 2026 |
| Optiver Holding B.V. | History | No change | 63 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 48 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Kilter Group LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -226,682 | -100.0% | Q3 2026 | Oct 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,084 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2026 | Oct 30, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Ascentis Wealth Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Nov 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 28 | 0 | — | — | — | +8 | 40.0% | Q3 2026 | Oct 28, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Nov 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q3 2026 | Oct 29, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Silicon Valley Capital Partners | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Bogart Wealth, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Covestor Ltd | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bare Financial Services, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |