ZTO Express (Cayman) Inc. - ZTO

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
PZENA INVESTMENT MANAGEMENT LLC History No change 7,322,331 163,873 0.48% 0.48% 1 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 5,285,030 118,278 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 14, 2026
SERENITY CAPITAL MANAGEMENT PTE. LTD. History No change 5,056,987 113,175 34.13% 34.13% 3 0 0.0% Q2 2026 Aug 07, 2026
Temasek Holdings (Private) Ltd History No change 4,147,325 92,817 0.25% 0.25% 4 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 4,130,197 92,433 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 3,499,424 78,317 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 04, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History No change 1,994,127 44,628 10.97% 10.97% 7 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 1,914,997 42,857 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 13, 2026
TODD ASSET MANAGEMENT LLC History No change 1,891,052 42,321 0.75% 0.75% 9 0 0.0% Q2 2026 Aug 04, 2026
UBS Group AG History No change 1,814,309 40,604 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 1,742,654 39,000 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,467,205 32,824 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 1,346,942 30,164 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,309,708 29,311 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,286,584 28,793 0.0% 0.0% 15 0 0.0% Q2 2026 Sep 02, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 1,188,250 26,593 0.18% 0.18% 16 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 1,134,836 25,170 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 1,026,694 22,977 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,002,522 22,436 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 979,113 21,912 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 949,365 21,246 0.0% 0.0% 21 0 0.0% Q2 2026 Sep 22, 2026
AMERICAN CENTURY COMPANIES INC History No change 887,573 19,863 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 747,506 16,729 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 03, 2026
Crossmark Global Holdings, Inc. History No change 712,014 15,934 0.21% 0.21% 24 0 0.0% Q2 2026 Jul 16, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 651,562 14,581 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 13, 2026
Portman Square Capital LLP History No change 564,943 12,643 0.6% 0.6% 26 0 0.0% Q2 2026 Jul 15, 2026
GROUP ONE TRADING LLC History No change 533,700 11,944 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 509,092 11,393 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 04, 2026
Russell Investments Group, Ltd. History No change 466,340 10,421 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 06, 2026
BlackRock, Inc. History No change 453,093 10,140 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 07, 2026
Walleye Trading LLC History No change 426,666 9,548 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 03, 2026
Qube Research & Technologies Ltd History No change 411,789 9,215 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 406,600 9,099 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 383,396 8,580 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 315,690 7,065 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 12, 2026
SIH Partners, LLLP History No change 296,850 6,643 0.04% 0.04% 36 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 292,310 6,541 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
ICON ADVISERS INC/CO History No change 260,000 5,818 1.09% 1.09% 38 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 259,069 5,797 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 258,246 5,779 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 13, 2026
Virtus Family Office LLC History No change 226,163 5,061 4.0% 4.0% 41 0 0.0% Q2 2026 Aug 03, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 205,776 4,605 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 06, 2026
HRT FINANCIAL LP History No change 205,313 4,594 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 200,000 4,476 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 10, 2026
KBC Group NV History No change 181,823 4,069 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 05, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 181,176 4,049 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 178,551 3,995 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 178,503 3,994 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History No change 162,421 3,934 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 05, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 169,701 3,797 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 162,758 3,642 0.05% 0.05% 51 0 0.0% Q2 2026 Aug 14, 2026
Aurora Investment Counsel History No change 144,891 3,242 1.67% 1.67% 52 0 0.0% Q2 2026 Aug 10, 2026
IMC-Chicago, LLC History No change 142,632 3,192 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History No change 136,800 3,061 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 12, 2026
Swedbank AB History No change 123,880 2,772 0.0% 0.0% 55 0 0.0% Q2 2026 Jul 15, 2026
NOMURA HOLDINGS INC History No change 121,459 2,718 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 119,499 2,674 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 12, 2026
Man Group plc History No change 118,366 2,649 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 113,608 2,542 0.0% 0.0% 59 0 0.0% Q2 2026 Sep 23, 2026
GSA CAPITAL PARTNERS LLP History No change 113,112 2,531 0.16% 0.16% 60 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 108,529 2,428 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 103,135 2,308 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 96,825 2,166 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 81,433 1,822 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 12, 2026
GUGGENHEIM CAPITAL LLC History No change 71,956 1,610 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 12, 2026
Advisors Asset Management, Inc. History No change 67,204 1,504 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 67,175 1,503 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 64,627 1,446 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 64,023 1,432 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 12, 2026
Maven Securities LTD History No change 61,525 1,370 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 60,268 1,348 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
Point Nemo Capital, LLC History No change 59,169 1,324 0.67% 0.67% 72 0 0.0% Q2 2026 Aug 07, 2026
PROFUND ADVISORS LLC History No change 57,798 1,293 0.04% 0.04% 73 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 56,021 1,253 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 06, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 53,694 1,201 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 53,016 1,186 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
DnB Asset Management AS History No change 51,108 1,144 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 50,020 1,119 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 47,914 1,072 0.06% 0.06% 79 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 44,399 1,055 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 10, 2026
Long Corridor Asset Management Ltd History No change 46,000 1,029 0.31% 0.31% 81 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 45,813 1,025 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 43,971 984 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 40,261 901 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 38,979 872 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 38,741 867 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 37,106 830 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 11, 2026
Walleye Capital LLC History No change 35,684 798 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 03, 2026
IEQ CAPITAL, LLC History No change 35,385 791 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 11, 2026
Allianz Asset Management GmbH History No change 34,832 779 0.0% 0.0% 90 0 0.0% Q2 2026 Sep 02, 2026
LPL Financial LLC History No change 31,425 703 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 07, 2026
QUADRANT CAPITAL GROUP LLC History No change 30,781 688 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 14, 2026
Polymer Capital Management (HK) LTD History No change 28,800 644 0.03% 0.03% 93 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 52,707 638 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 07, 2026
MACQUARIE GROUP LTD History No change 27,940 625 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History No change 27,256 609 0.01% 0.01% 96 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 26,081 583 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History No change 26,054 583 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
U S GLOBAL INVESTORS INC History No change 24,296 543 0.05% 0.05% 99 0 0.0% Q2 2026 Jul 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 24,012 537 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 23,817 533 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 23,840 533 0.0% 0.0% 102 0 0.0% Q2 2026 Sep 23, 2026
Creative Planning History No change 23,598 528 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 21,783 487 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 21,290 476 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 20,399 456 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 19,816 443 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 17, 2026
ExodusPoint Capital Management, LP History No change 19,510 436 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 17,873 399 0.0% 0.0% 109 0 0.0% Q2 2026 Jul 30, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History No change 17,563 393 0.08% 0.08% 110 0 0.0% Q2 2026 Aug 06, 2026
Laird Norton Wetherby Trust Company, LLC History No change 16,097 360 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 15,186 339 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15,034 336 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 07, 2026
Compound Planning, Inc. History No change 14,799 331 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 04, 2026
Nykredit A/S History No change 14,648 327 0.0% 0.0% 115 0 0.0% Q2 2026 Sep 08, 2026
BANK OF MONTREAL /CAN/ History No change 12,704 284 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
Frank, Rimerman Advisors LLC History No change 12,730 284 0.02% 0.02% 117 0 0.0% Q2 2026 Jul 27, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 14,094 273 0.0% 0.0% 118 +128 0.92% Q3 2026 Oct 01, 2026
SmartHarvest Portfolios, LLC History No change 12,059 269 0.09% 0.09% 119 0 0.0% Q2 2026 Aug 04, 2026
MML INVESTORS SERVICES, LLC History No change 11,327 253 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 07, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 11,181 250 0.04% 0.04% 121 0 0.0% Q2 2026 Jul 21, 2026
SYON CAPITAL LLC History No change 11,160 249 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
Lester Murray Antman dba SimplyRich History No change 11,121 248 0.06% 0.06% 123 0 0.0% Q2 2026 Jul 31, 2026
Merit Financial Group, LLC History No change 10,959 245 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 20, 2026
Orion Porfolio Solutions, LLC History No change 10,842 242 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Systematic Alpha Investments, LLC History No change 10,700 239 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 10,645 238 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 06, 2026
HighTower Advisors, LLC History No change 10,458 234 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 05, 2026
Mirae Asset Global Investments Co., Ltd. History No change 10,336 231 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 22, 2026
FIRST TRUST ADVISORS LP History No change 10,132 226 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 9,965 223 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 12, 2026
Parallax Volatility Advisers, L.P. History No change 9,987 223 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 9,871 220 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History No change 9,300 208 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 30, 2026
Fideuram Asset Management (Ireland) dac History No change 7,415 174 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 23, 2026
FMR LLC History No change 7,690 172 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History No change 6,919 154 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 04, 2026
Parallel Advisors, LLC History No change 5,968 133 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 05, 2026
Bayforest Capital Ltd History No change 5,780 129 0.12% 0.12% 139 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 5,295 118 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 24, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 4,516 101 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 04, 2026
SIGNATUREFD, LLC History No change 4,268 95 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 23, 2026
HUNTINGTON NATIONAL BANK History No change 3,728 83 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,604 80 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 12, 2026
Eurizon Capital SGR S.p.A. History No change 2,587 57 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 29, 2026
Larson Financial Group LLC History No change 2,440 54 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 2,339 52 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 2,246 49 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,746 39 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,675 37 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 1,562 34 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 1,424 31 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 1,360 30 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Reduced 1,525 29 0.0% 0.0% 154 -789 -34.1% Q3 2026 Oct 08, 2026
Arax Advisory Partners History No change 922 20 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Advisory Services, LLC History No change 842 18 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL CONSULATE, INC History No change 634 14 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 23, 2026
RHUMBLINE ADVISERS History No change 540 12 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Bancorp, Inc. History No change 493 11 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History No change 507 11 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 07, 2026
SBI Securities Co., Ltd. History No change 517 11 0.0% 0.0% 161 0 0.0% Q2 2026 Jul 22, 2026
Silver Grove Financial Group, Inc. History No change 489 10 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 394 8 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 393 8 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 21, 2026
Federation des caisses Desjardins du Quebec History No change 398 8 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 351 7 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 28, 2026
Spire Wealth Management History No change 350 7 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 15, 2026
FIRST HORIZON CORP History No change 303 6 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 20, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 258 5 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 15, 2026
JFS WEALTH ADVISORS, LLC History No change 187 4 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 10, 2026
Stone House Investment Management, LLC History No change 179 4 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 05, 2026
True Wealth Design, LLC History No change 204 4 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 16, 2026
NISA INVESTMENT ADVISORS, LLC History No change 143 3 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 151 3 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 11, 2026
Crewe Advisors LLC History No change 149 3 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 145 3 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 20, 2026
Bell Investment Advisors, Inc History No change 154 3 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 110 2 0.0% 0.0% 178 0 0.0% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History No change 109 2 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 10, 2026
Transamerica Financial Advisors, LLC History No change 116 2 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 99 2 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 10, 2026
MidFirst Bank History No change 111 2 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 131 2 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 52 1 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
Leonteq Securities AG History No change 71 1 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION WEALTH PARTNERS, LLC History Closed out 0 0 — 0.0% — -371 -100.0% Q3 2026 Oct 07, 2026
Versant Capital Management, Inc History Reduced 16 0 — 0.0% — -77 -82.8% Q3 2026 Oct 01, 2026
JONES FINANCIAL COMPANIES LLLP History No change 32 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 42 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Horizon Investments, LLC History No change 35 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 36 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 38 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Optiver Holding B.V. History No change 11 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Abound Wealth Management History No change 7 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
LRI Investments, LLC History No change 27 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Rossby Financial, LCC History No change 43 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Ares Financial Consulting, LLC History No change 23 0 — — — 0 0.0% Q2 2026 Jul 09, 2026