SEMPRA — reported holders
269 institutional managers with a reported position
This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.
Aggregates
computed from the rows belowManagers reporting
269
Combined reported value
$1.6B
Top 5 concentration
35.7%
Median position
$619.1K
Largest position
$164.4M
Quarters represented
3
managers file on different schedules
Most recent quarter
2026Q3
Managers reporting shares
200
| Manager | Quarter | Value | Shares | Filed | Recorded (UTC) |
|---|---|---|---|---|---|
| ANTIPODES PARTNERS Ltd | 2026Q2 | $164.4M | 1,773,357 | 2026-08-06 | 2026-08-07 03:50:18.404 UTC |
| ENVESTNET ASSET MANAGEMENT INC | 2026Q2 | $144.4M | 1,557,098 | 2026-08-03 | 2026-08-06 03:56:57.726 UTC |
| AVIVA PLC | 2026Q2 | $103.2M | 1,112,698 | 2026-08-13 | 2026-08-14 03:50:21.961 UTC |
| BlackRock, Inc. | 2026Q2 | $87.2M | 940,055 | 2026-08-07 | 2026-08-08 03:51:54.443 UTC |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2026Q2 | $84.9M | 916,291 | 2026-09-09 | 2026-09-10 03:50:13.229 UTC |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2026Q2 | $84.1M | 907,570 | 2026-08-14 | 2026-08-15 03:50:15.903 UTC |
| CITIGROUP INC | 2026Q2 | $66.8M | 720,418 | 2026-08-03 | 2026-08-06 03:54:52.286 UTC |
| Ensign Peak Advisors, Inc | 2026Q1 | $66.5M | 684,502 | 2026-08-18 | 2026-08-19 03:50:28.709 UTC |
| ALLIANCEBERNSTEIN L.P. | 2026Q2 | $60.2M | 619,413 | 2026-08-14 | 2026-08-15 03:50:22.417 UTC |
| 1832 Asset Management L.P. | 2026Q2 | $45.5M | 490,933 | 2026-08-13 | 2026-08-14 03:50:04.721 UTC |
| AMF Tjanstepension AB | 2026Q3 | $42.6M | 546,238 | 2026-10-22 | 2026-10-23 03:50:12.487 UTC |
| APG Asset Management N.V. | 2026Q2 | $40.6M | 500,702 | 2026-08-12 | 2026-08-13 03:50:11.142 UTC |
| CAMBIAR INVESTORS LLC | 2026Q2 | $39.9M | 430,295 | 2026-07-31 | 2026-08-06 03:59:43.875 UTC |
| Compagnie Lombard Odier SCmA | 2026Q2 | $34.5M | 372,282 | 2026-07-29 | 2026-08-06 04:02:04.682 UTC |
| ASSETMARK, INC | 2026Q3 | $30.8M | 395,398 | 2026-10-21 | 2026-10-22 03:50:21.145 UTC |
| Aberdeen Group plc | 2026Q2 | $28.4M | 306,590 | 2026-07-31 | 2026-08-06 03:58:03.368 UTC |
| Bank Julius Baer & Co. Ltd, Zurich | 2026Q2 | $27.8M | 299,394 | 2026-08-10 | 2026-08-11 03:50:31.406 UTC |
| Asset Management One Co., Ltd. | 2026Q2 | $27.7M | 298,881 | 2026-07-28 | 2026-08-06 04:02:28.228 UTC |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2026Q2 | $27.5M | 297,033 | 2026-08-13 | 2026-08-14 03:50:17.614 UTC |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2026Q2 | $23.3M | 251,752 | 2026-08-17 | 2026-08-18 03:50:48.475 UTC |
| AIA Group Ltd | 2026Q2 | $23.1M | 249,176 | 2026-07-31 | 2026-08-06 03:57:52.044 UTC |
| Nykredit A/S | 2026Q2 | $21.2M | 228,606 | 2026-09-08 | 2026-09-09 03:50:04.122 UTC |
| Assenagon Asset Management S.A. | 2026Q3 | $20.2M | 258,689 | 2026-10-15 | 2026-10-16 03:50:19.295 UTC |
| CITADEL ADVISORS LLC | 2026Q2 | $20M | 216,200 | 2026-09-02 | 2026-09-07 03:51:12.957 UTC |
| Allspring Global Investments Holdings, LLC | 2026Q2 | $18.8M | 205,675 | 2026-08-13 | 2026-08-14 03:50:26.006 UTC |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2026Q2 | $18.5M | 200,036 | 2026-08-03 | 2026-08-06 03:56:45.896 UTC |
| Czech National Bank | 2026Q2 | $17.3M | 186,065 | 2026-07-08 | 2026-07-26 16:45:21.069 UTC |
| &PARTNERS | 2026Q2 | $17M | 182,997 | 2026-08-14 | 2026-08-15 03:50:03.244 UTC |
| ARIZONA STATE RETIREMENT SYSTEM | 2026Q2 | $16.8M | 181,287 | 2026-08-07 | 2026-08-08 03:50:54.952 UTC |
| CIBC Asset Management Inc | 2026Q2 | $16.1M | 173,428 | 2026-08-03 | 2026-08-06 03:54:45.738 UTC |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026Q2 | $11.6M | 124,963 | 2026-07-29 | 2026-08-06 04:01:44.099 UTC |
| Daiwa Securities Group Inc. | 2026Q2 | $10.9M | 118,102 | 2026-07-31 | 2026-08-06 04:00:08.748 UTC |
| Rakuten Investment Management, Inc. | 2026Q2 | $10M | 106,898 | 2026-08-18 | 2026-08-19 03:50:15.246 UTC |
| MERCER GLOBAL ADVISORS INC /ADV | 2026Q2 | $10M | 108,075 | 2026-08-19 | 2026-08-20 03:50:18.193 UTC |
| American Assets Investment Management, LLC | 2026Q2 | $8.5M | 92,000 | 2026-08-05 | 2026-08-06 03:50:50.371 UTC |
| AGF MANAGEMENT LTD | 2026Q2 | $7.8M | 83,779 | 2026-08-10 | 2026-08-11 03:50:05.533 UTC |
| Allianz Asset Management GmbH | 2026Q2 | $7M | 75,524 | 2026-09-02 | 2026-09-07 03:51:02.608 UTC |
| BANK OF NOVA SCOTIA TRUST CO | 2026Q2 | $6.2M | 67,195 | 2026-08-12 | 2026-08-13 03:50:51.927 UTC |
| ASR Vermogensbeheer N.V. | 2026Q3 | $6.2M | 79,836 | 2026-10-16 | 2026-10-17 03:50:06.626 UTC |
| Canada Post Corp Registered Pension Plan | 2026Q2 | $5.5M | 58,981 | 2026-07-15 | 2026-08-06 04:11:13.091 UTC |
| ABS Direct Equity Fund LLC | 2026Q2 | $5.4M | 50,093 | 2026-08-13 | 2026-08-14 03:50:06.392 UTC |
| ABN AMRO INVESTMENT SOLUTIONS | 2026Q3 | $4.9M | 63,494 | 2026-10-21 | 2026-10-22 03:50:06.073 UTC |
| Integrated Wealth Concepts LLC | 2026Q2 | $4.8M | 52,313 | 2026-09-09 | 2026-09-10 03:50:07.603 UTC |
| Kingsview Wealth Management, LLC | 2026Q2 | $4.4M | 47,268 | 2026-08-19 | 2026-08-20 03:50:08.219 UTC |
| Allianz SE | 2026Q2 | $4.2M | 45,480 | 2026-08-10 | 2026-08-11 03:50:07.670 UTC |
| AG2R LA MONDIALE GESTION D'ACTIFS | 2026Q2 | $4M | 42,755 | 2026-07-23 | 2026-07-26 16:41:06.519 UTC |
| Bank of New York Mellon Corp | 2026Q2 | $3.8M | 40,971 | 2026-08-06 | 2026-08-07 03:50:55.512 UTC |
| BLAIR WILLIAM & CO/IL | 2026Q2 | $3.7M | 40,028 | 2026-08-11 | 2026-08-12 03:50:46.429 UTC |
| ALLSTATE CORP | 2026Q2 | $3.7M | 39,518 | 2026-08-13 | 2026-08-14 03:50:14.013 UTC |
| Crossmark Global Holdings, Inc. | 2026Q3 | $3.1M | 39,204 | 2026-10-21 | 2026-10-22 03:51:28.281 UTC |
| Caprock Group, LLC | 2026Q2 | $3M | 31,655 | 2026-07-27 | 2026-08-06 04:05:21.697 UTC |
| Equitable Holdings, Inc. | 2026Q2 | $2.7M | 29,171 | 2026-08-17 | 2026-08-18 03:50:27.491 UTC |
| Jefferies Financial Group Inc. | 2026Q2 | $2.7M | 29,101 | 2026-08-17 | 2026-08-18 03:50:38.870 UTC |
| Farther Finance Advisors, LLC | 2026Q3 | $2.7M | 34,412 | 2026-10-08 | 2026-10-09 03:51:03.381 UTC |
| DIVERSIFIED MANAGEMENT INC | 2026Q2 | $2.6M | 28,140 | 2026-07-17 | 2026-08-06 04:08:24.605 UTC |
| BENJAMIN EDWARDS INC | 2026Q2 | $2.1M | 22,799 | 2026-07-24 | 2026-07-26 16:40:42.622 UTC |
| CHOREO, LLC | 2026Q2 | $2M | 21,603 | 2026-08-04 | 2026-08-06 03:53:11.419 UTC |
| Asset Planning,Inc | 2026Q2 | $1.9M | 20,203 | 2026-07-27 | 2026-08-06 04:04:08.887 UTC |
| CHILTON CAPITAL MANAGEMENT LLC | 2026Q2 | $1.8M | 19,775 | 2026-08-04 | 2026-08-06 03:53:08.271 UTC |
| B. Metzler seel. Sohn & Co. AG | 2026Q2 | $1.8M | 19,415 | 2026-08-11 | 2026-08-12 03:50:42.023 UTC |
| Allworth Financial LP | 2026Q2 | $1.7M | 18,169 | 2026-08-11 | 2026-08-12 03:50:09.646 UTC |
| GAMMA Investing LLC | 2026Q3 | $1.6M | 20,544 | 2026-10-08 | 2026-10-09 03:51:30.802 UTC |
| Dynamic Advisor Solutions LLC | 2026Q2 | $1.6M | 17,177 | 2026-07-07 | 2026-07-26 16:45:47.627 UTC |
| CITIZENS FINANCIAL GROUP INC/RI | 2026Q3 | $1.6M | 19,976 | 2026-10-23 | 2026-10-24 03:51:30.153 UTC |
| Catalyst Capital Advisors LLC | 2026Q2 | $1.5M | 16,321 | 2026-07-23 | 2026-08-06 04:05:59.005 UTC |
| MIRAMONTES CAPITAL, LLC | 2026Q2 | $1.4M | 15,011 | 2026-09-09 | 2026-09-10 03:50:06.815 UTC |
| Banco BTG Pactual S.A. | 2026Q2 | $1.4M | 15,000 | 2026-08-07 | 2026-08-08 03:51:43.104 UTC |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2026Q2 | $1.4M | 14,888 | 2026-07-24 | 2026-07-26 16:40:38.698 UTC |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2026Q2 | $1.4M | 14,681 | 2026-08-12 | 2026-08-13 03:50:21.460 UTC |
| Brookmont Capital Management | 2026Q3 | $1.4M | 17,392 | 2026-10-23 | 2026-10-24 03:51:28.298 UTC |
| BROWN BROTHERS HARRIMAN & CO | 2026Q2 | $1.3M | 14,427 | 2026-08-12 | 2026-08-13 03:51:18.908 UTC |
| Dockside LLC | 2026Q2 | $1.2M | 13,410 | 2026-08-03 | 2026-08-06 03:56:56.477 UTC |
| MOODY NATIONAL BANK TRUST DIVISION | 2026Q3 | $1.2M | 15,933 | 2026-10-06 | 2026-10-07 03:50:44.084 UTC |
| BRIGHTON JONES LLC | 2026Q2 | $1.2M | 12,421 | 2026-08-11 | 2026-08-12 03:50:51.010 UTC |
| STOCK YARDS BANK & TRUST CO | 2026Q2 | $1.1M | 12,177 | 2026-08-19 | 2026-08-20 03:50:26.486 UTC |
| MASTERINVEST Kapitalanlage GmbH | 2026Q2 | $1.1M | 12,131 | 2026-08-17 | 2026-08-18 03:50:44.401 UTC |
| Envestnet Portfolio Solutions, Inc. | 2026Q2 | $1.1M | 11,948 | 2026-07-20 | 2026-08-06 04:06:50.342 UTC |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2026Q2 | $1.1M | 11,804 | 2026-08-20 | 2026-08-21 03:50:04.153 UTC |
| Cooper Financial Group | 2026Q3 | $1.1M | 13,786 | 2026-10-07 | 2026-10-08 03:50:18.994 UTC |
| DEFINED WEALTH MANAGEMENT, LLC | 2026Q3 | $1M | 13,184 | 2026-10-19 | 2026-10-20 03:50:39.995 UTC |
| Generali Investments, Management Co LLC | 2026Q2 | $1M | 11,084 | 2026-07-10 | 2026-08-06 04:12:34.312 UTC |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026Q2 | $996.1K | 92,350,656 | 2026-08-24 | 2026-08-25 03:50:04.044 UTC |
| Fifth Third Wealth Advisors LLC | 2026Q2 | $950.6K | 10,253 | 2026-07-17 | 2026-08-06 04:09:49.251 UTC |
| Chicago Partners Investment Group LLC | 2026Q2 | $946.4K | 10,129 | 2026-07-30 | 2026-08-06 04:01:08.864 UTC |
| Applied Finance Capital Management, LLC | 2026Q2 | $937.4K | 10,111 | 2026-07-28 | 2026-08-06 04:02:25.809 UTC |
| CHICAGO TRUST Co NA | 2026Q2 | $934.2K | 10,077 | 2026-07-16 | 2026-07-26 16:43:26.688 UTC |
| Apollon Wealth Management, LLC | 2026Q3 | $899.3K | 11,536 | 2026-10-23 | 2026-10-24 03:50:54.699 UTC |
| AMI ASSET MANAGEMENT CORP | 2026Q3 | $801.7K | 10,283 | 2026-10-20 | 2026-10-21 03:50:07.517 UTC |
| Cohen Klingenstein LLC | 2026Q3 | $748.4K | 9,600 | 2026-10-15 | 2026-10-16 03:51:11.604 UTC |
| Crestwood Advisors Group, LLC | 2026Q2 | $723.5K | 7,804 | 2026-08-03 | 2026-08-06 03:56:37.407 UTC |
| BRIA Capital Group, LLC | 2026Q3 | $714.1K | 9,160 | 2026-10-22 | 2026-10-23 03:50:42.937 UTC |
| BLB&B Advisors, LLC | 2026Q2 | $704.6K | 7,600 | 2026-08-06 | 2026-08-07 03:50:31.523 UTC |
| Gradient Investments LLC | 2026Q3 | $704.3K | 9,034 | 2026-10-08 | 2026-10-09 03:51:51.264 UTC |
| Advisory Alpha, LLC | 2026Q2 | $703.9K | 7,592 | 2026-08-11 | 2026-08-12 03:50:06.696 UTC |
| Hilltop National Bank | 2026Q2 | $703.8K | 7,591 | 2026-07-02 | 2026-07-26 16:47:10.603 UTC |
| Avantax Planning Partners, Inc. | 2026Q2 | $686.7K | 7,407 | 2026-07-28 | 2026-08-06 04:02:44.600 UTC |
| Cohen Capital Management, Inc. | 2026Q3 | $686K | 8,800 | 2026-10-14 | 2026-10-15 03:50:19.751 UTC |
| AXXCESS WEALTH MANAGEMENT, LLC | 2026Q3 | $651.4K | 8,355 | 2026-10-21 | 2026-10-22 03:50:56.483 UTC |
| BANQUE PICTET & CIE SA | 2026Q3 | $646.8K | 8,296 | 2026-10-16 | 2026-10-17 03:50:14.984 UTC |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2026Q3 | $619.1K | 7,941 | 2026-10-05 | 2026-10-06 03:50:12.545 UTC |
| Checchi Capital Advisers, LLC | 2026Q2 | $597.9K | 6,449 | 2026-08-04 | 2026-08-06 03:53:22.785 UTC |
| Bedminster, LLC | 2026Q2 | $576K | 6,213 | 2026-08-04 | 2026-08-06 03:52:28.671 UTC |
| Bridgewater Advisors Inc. | 2026Q2 | $532.5K | 6,753 | 2026-08-05 | 2026-08-06 03:51:01.276 UTC |
| Glenview Trust Co | 2026Q2 | $528.2K | 5,697 | 2026-08-18 | 2026-08-19 03:50:32.402 UTC |
| Ameritas Investment Partners, Inc. | 2026Q2 | $520K | 5,609 | 2026-08-13 | 2026-08-14 03:50:38.354 UTC |
| Byrne Asset Management LLC | 2026Q3 | $514.1K | 6,587 | 2026-10-06 | 2026-10-07 03:50:12.772 UTC |
| Brookstone Capital Management | 2026Q3 | $500.6K | 6,421 | 2026-10-22 | 2026-10-23 03:50:50.545 UTC |
| Demars Financial Group, LLC | 2026Q3 | $488.5K | 6,266 | 2026-10-22 | 2026-10-23 03:51:10.613 UTC |
| Diligent Investors, LLC | 2026Q3 | $487.3K | 6,251 | 2026-10-21 | 2026-10-22 03:51:31.977 UTC |
| Leo H. Evart, Inc. | 2026Q2 | $484.9K | 5,231 | 2026-08-18 | 2026-08-19 03:50:07.964 UTC |
| Bauman Advisory Group, LLC | 2026Q2 | $463.2K | 4,996 | 2026-08-04 | 2026-08-06 03:52:27.739 UTC |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 2026Q2 | $441.1K | 4,757 | 2026-07-17 | 2026-08-06 04:10:17.956 UTC |
| CAPITAL ADVISORS INC/OK | 2026Q2 | $439.3K | 4,738 | 2026-07-23 | 2026-07-26 16:41:41.158 UTC |
| CIDEL ASSET MANAGEMENT INC | 2026Q2 | $436.7K | 4,710 | 2026-07-17 | 2026-07-26 16:43:02.935 UTC |
| Cross Staff Investments Inc | 2026Q3 | $436.6K | 5,600 | 2026-10-22 | 2026-10-23 03:51:05.333 UTC |
| Rosenberg Matthew Hamilton | 2026Q3 | $435.6K | 5,587 | 2026-10-05 | 2026-10-06 03:50:51.708 UTC |
| Livforsakringsbolaget Skandia, Omsesidigt | 2026Q2 | $423.4K | 4,541 | 2026-08-18 | 2026-08-19 03:50:09.078 UTC |
| ELCO Management Co., LLC | 2026Q3 | $418.5K | 5,368 | 2026-10-14 | 2026-10-15 03:50:25.820 UTC |
| Apella Capital, LLC | 2026Q3 | $414.1K | 5,197 | 2026-10-08 | 2026-10-09 03:50:23.720 UTC |
| CHESAPEAKE ASSET MANAGEMENT LLC | 2026Q2 | $399.3K | 4,307 | 2026-08-04 | 2026-08-06 03:53:05.401 UTC |
| Associated Banc-Corp | 2026Q2 | $389.4K | 4,200 | 2026-07-31 | 2026-08-06 03:57:59.327 UTC |
| 71 West Capital Partners | 2026Q2 | $377.1K | 4,068 | 2026-08-04 | 2026-08-06 03:52:10.996 UTC |
| DAYMARK WEALTH PARTNERS, LLC | 2026Q2 | $375.6K | 4,051 | 2026-07-31 | 2026-08-06 04:00:00.408 UTC |
| Cyndeo Wealth Partners, LLC | 2026Q2 | $372.9K | 4,022 | 2026-07-21 | 2026-08-06 04:06:34.726 UTC |
| Ashton Thomas Private Wealth, LLC | 2026Q2 | $360.1K | 3,884 | 2026-07-29 | 2026-08-06 04:01:24.292 UTC |
| BOKF, NA | 2026Q2 | $353.1K | 3,809 | 2026-08-10 | 2026-08-11 03:50:26.259 UTC |
| ASPIRIANT, LLC | 2026Q3 | $325.4K | 4,174 | 2026-10-16 | 2026-10-17 03:50:05.738 UTC |
| Fulcrum Asset Management LLP | 2026Q2 | $312.7K | 3,330 | 2026-08-18 | 2026-08-19 03:50:05.107 UTC |
| Bull Harbor Capital LLC | 2026Q2 | $312.1K | 3,366 | 2026-08-10 | 2026-08-11 03:50:34.671 UTC |
| Bull Oak Capital, LLC | 2026Q3 | $310.1K | 3,978 | 2026-10-23 | 2026-10-24 03:51:30.010 UTC |
| Amundi | 2026Q2 | $302.5K | 3,263 | 2026-08-11 | 2026-08-12 03:50:21.307 UTC |
| Allegheny Financial Group | 2026Q2 | $297.4K | 3,207 | 2026-07-22 | 2026-07-26 16:41:48.517 UTC |
| Trilogy Capital Inc. | 2026Q2 | $293.8K | 3,169 | 2026-07-06 | 2026-07-26 16:46:52.216 UTC |
| BAKER BOYER NATIONAL BANK | 2026Q2 | $290.8K | 3,137 | 2026-07-27 | 2026-08-06 04:04:16.524 UTC |
| SMITH CHAS P & ASSOCIATES PA CPAS | 2026Q2 | $287.4K | 3,100 | 2026-09-11 | 2026-09-18 03:50:27.461 UTC |
| Banco Santander, S.A. | 2026Q2 | $285K | 3,074 | 2026-07-29 | 2026-08-06 04:01:37.960 UTC |
| Aprio Wealth Management, LLC | 2026Q2 | $283.3K | 3,056 | 2026-07-24 | 2026-07-26 16:40:29.172 UTC |
| Capital Squared Financial LLC | 2026Q2 | $279.2K | 3,012 | 2026-07-22 | 2026-08-06 04:06:20.094 UTC |
| CONNING INC. | 2026Q2 | $276.7K | 2,985 | 2026-07-30 | 2026-08-06 04:01:02.963 UTC |
| EVERPAR ADVISORS LLC | 2026Q2 | $271.8K | 2,932 | 2026-07-09 | 2026-08-06 04:13:06.755 UTC |
| DAVIDSON TRUST CO | 2026Q3 | $264.4K | 3,391 | 2026-10-09 | 2026-10-10 03:50:38.200 UTC |
| Bridgewealth Advisory Group, LLC | 2026Q2 | $262.4K | 2,830 | 2026-07-27 | 2026-08-06 04:04:29.013 UTC |
| Gallacher Capital Management LLC | 2026Q2 | $260K | 2,804 | 2026-07-17 | 2026-08-06 04:10:24.032 UTC |
| NORTH STAR ASSET MANAGEMENT INC | 2026Q2 | $258.5K | 2,788 | 2026-08-18 | 2026-08-19 03:50:12.116 UTC |
| ATWOOD & PALMER INC | 2026Q3 | $257.3K | 3,300 | 2026-10-08 | 2026-10-09 03:50:07.414 UTC |
| BridgePort Financial Solutions, LLC | 2026Q2 | $256.9K | 2,771 | 2026-07-24 | 2026-07-26 16:40:59.526 UTC |
| CATALYST FINANCIAL PARTNERS LLC | 2026Q2 | $253.2K | 2,731 | 2026-07-30 | 2026-08-06 04:01:01.155 UTC |
| Baker Avenue Asset Management, LP | 2026Q2 | $247.5K | 2,669 | 2026-07-28 | 2026-08-06 04:02:52.348 UTC |
| CWA Asset Management Group, LLC | 2026Q2 | $245.6K | 2,649 | 2026-07-14 | 2026-07-26 16:44:01.670 UTC |
| Ariston Services Group | 2026Q3 | $245.5K | 3,149 | 2026-10-16 | 2026-10-17 03:50:14.555 UTC |
| ANGELES WEALTH MANAGEMENT, LLC | 2026Q2 | $238.7K | 2,557 | 2026-07-28 | 2026-08-06 04:02:13.082 UTC |
| Alta Advisers Ltd | 2026Q2 | $237.8K | 2,565 | 2026-08-12 | 2026-08-13 03:50:15.479 UTC |
| FC Advisory LLC | 2026Q2 | $237.8K | 2,565 | 2026-07-09 | 2026-08-06 04:13:14.777 UTC |
| BAILARD, INC. | 2026Q3 | $237.4K | 3,045 | 2026-10-13 | 2026-10-14 03:50:56.677 UTC |
| Financial Designs Corp | 2026Q2 | $236.5K | 2,551 | 2026-07-10 | 2026-07-26 16:44:44.588 UTC |
| Asset Advisory Group, Inc. | 2026Q2 | $230.7K | 2,488 | 2026-07-09 | 2026-07-26 16:44:52.835 UTC |
| Core Capital Management & Research, inc. | 2026Q2 | $223.8K | 2,700 | 2026-09-09 | 2026-09-10 03:50:03.408 UTC |
| KWB Wealth | 2026Q2 | $220.9K | 2,383 | 2026-07-10 | 2026-08-06 04:12:52.425 UTC |
| Compound Planning, Inc. | 2026Q2 | $220.4K | 2,377 | 2026-08-04 | 2026-08-06 03:53:29.662 UTC |
| MassMutual Private Wealth & Trust, FSB | 2026Q3 | $218.4K | 2,802 | 2026-10-05 | 2026-10-06 03:50:28.044 UTC |
| BAXTER BROS INC | 2026Q2 | $217.9K | 2,350 | 2026-08-06 | 2026-08-07 03:50:52.313 UTC |
| Avidian Wealth Enterprises, LLC | 2026Q3 | $216.8K | 2,781 | 2026-10-08 | 2026-10-09 03:50:40.127 UTC |
| Atlantic Edge Private Wealth Management, LLC | 2026Q3 | $216.7K | 2,779 | 2026-10-20 | 2026-10-21 03:50:17.902 UTC |
| DIXON FNANCIAL SERVICES, INC. | 2026Q2 | $216.2K | 2,332 | 2026-07-14 | 2026-08-06 04:11:54.942 UTC |
| BCGM Wealth Management, LLC | 2026Q2 | $212.1K | 2,288 | 2026-08-04 | 2026-08-06 03:52:24.288 UTC |
| Center For Asset Management LLC | 2026Q3 | $205.8K | 2,639 | 2026-10-16 | 2026-10-17 03:50:23.574 UTC |
| RB Capital Management, LLC | 2026Q2 | $203.9K | 2,199 | 2026-08-18 | 2026-08-19 03:50:14.621 UTC |
| Affiance Financial, LLC | 2026Q2 | $202.3K | 2,182 | 2026-07-09 | 2026-07-26 16:44:49.099 UTC |
| Rehmann Capital Advisory Group | 2026Q2 | $201.1K | 2,168 | 2026-08-20 | 2026-08-21 03:50:09.924 UTC |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2026Q3 | $193.6K | 2,482 | 2026-10-23 | 2026-10-24 03:51:58.833 UTC |
| Advisor OS, LLC | 2026Q2 | $185K | 1,995 | 2026-08-05 | 2026-08-06 03:50:22.415 UTC |
| ALERUS FINANCIAL NA | 2026Q2 | $183.1K | 1,975 | 2026-08-14 | 2026-08-15 03:50:20.494 UTC |
| AMERIFLEX GROUP, INC. | 2026Q2 | $175.6K | 1,894 | 2026-08-14 | 2026-08-15 03:50:30.995 UTC |
| AdvisorNet Financial, Inc | 2026Q2 | $168.9K | 1,822 | 2026-07-23 | 2026-07-26 16:41:14.322 UTC |
| CYBER HORNET ETFs LLC | 2026Q2 | $165.2K | 1,782 | 2026-08-24 | 2026-08-25 03:50:11.910 UTC |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2026Q2 | $154.7K | 1,669 | 2026-07-17 | 2026-07-26 16:42:52.098 UTC |
| Acropolis Investment Management, LLC | 2026Q3 | $148.4K | 1,904 | 2026-10-08 | 2026-10-09 03:50:12.574 UTC |
| Kimelman & Baird, LLC | 2026Q2 | $139.1K | 1,500 | 2026-08-18 | 2026-08-19 03:50:34.381 UTC |
| CARY STREET PARTNERS FINANCIAL LLC | 2026Q2 | $130K | 1,402 | 2026-07-17 | 2026-07-26 16:42:48.526 UTC |
| Creative Capital Management Investments LLC | 2026Q2 | $117.2K | 1,264 | 2026-07-24 | 2026-08-06 04:05:46.800 UTC |
| Gleason Group, Inc. | 2026Q2 | $113.4K | 1,223 | 2026-07-13 | 2026-08-06 04:12:26.711 UTC |
| General Partner, Inc. | 2026Q3 | $113K | 1,450 | 2026-10-05 | 2026-10-06 03:50:25.094 UTC |
| Corsicana & Co. | 2026Q2 | $112.9K | 1,218 | 2026-07-24 | 2026-08-06 04:05:45.370 UTC |
| American Capital Advisory, LLC | 2026Q2 | $105.2K | 1,135 | 2026-07-28 | 2026-08-06 04:02:21.716 UTC |
| Versant Capital Management, Inc | 2026Q3 | $100.9K | 1,294 | 2026-10-02 | 2026-10-03 03:50:15.741 UTC |
| Atlantic Union Bankshares Corp | 2026Q2 | $100.4K | 1,083 | 2026-08-11 | 2026-08-12 03:50:35.059 UTC |
| TOMPKINS FINANCIAL CORP | 2026Q3 | $97.5K | 1,250 | 2026-10-05 | 2026-10-06 03:50:55.386 UTC |
| AMERIPRISE FINANCIAL INC | 2026Q2 | $97K | 1,046 | 2026-08-14 | 2026-08-15 03:50:33.900 UTC |
| Cullen/Frost Bankers, Inc. | 2026Q2 | $90.3K | 974 | 2026-07-27 | 2026-08-06 04:04:42.051 UTC |
| Cromwell Holdings LLC | 2026Q2 | $88.7K | 950 | 2026-07-14 | 2026-08-06 04:11:44.007 UTC |
| 1015 Capital Partners, LLC | 2026Q2 | $85.2K | 919 | 2026-07-21 | 2026-07-26 16:41:56.605 UTC |
| Ascent Group, LLC | 2026Q2 | $84.8K | 915 | 2026-08-03 | 2026-08-06 03:54:10.941 UTC |
| Caitong International Asset Management Co., Ltd | 2026Q2 | $82.3K | 888 | 2026-08-05 | 2026-08-06 03:51:05.103 UTC |
| Bayforest Capital Ltd | 2026Q2 | $75.1K | 810 | 2026-08-05 | 2026-08-06 03:50:58.261 UTC |
| M&T Bank Corp | 2026Q1 | $75K | 775 | 2026-09-04 | 2026-09-07 03:50:15.932 UTC |
| Cassaday & Co Wealth Management LLC | 2026Q2 | $74.5K | 804 | 2026-08-10 | 2026-08-11 03:50:37.778 UTC |
| Archer Investment Management, LLC | 2026Q2 | $73.1K | 789 | 2026-08-03 | 2026-08-06 03:54:00.274 UTC |
| Field & Main Bank | 2026Q2 | $64.9K | 700 | 2026-08-19 | 2026-08-20 03:50:17.217 UTC |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2026Q2 | $61.7K | 665 | 2026-07-17 | 2026-08-06 04:08:44.085 UTC |
| Banque de Luxembourg S.A. | 2026Q3 | $60.7K | 778 | 2026-10-14 | 2026-10-15 03:50:13.436 UTC |