09264B107
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COHEN & STEERS, INC. | History | No change | 16,464,194 | 356,121 | 0.56% | 0.56% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAMCO INC /NY/ | History | No change | 7,620,555 | 164,832 | 0.25% | 0.25% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 6,818,266 | 152,743 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | No change | 6,682,097 | 144,533 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 7,368,038 | 127,761 | 0.07% | 0.09% | 5 | -790,735 | -9.69% | Q3 2026 | Nov 02, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,854,933 | 83,382 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RUSH ISLAND MANAGEMENT, LP | History | No change | 3,587,500 | 77,597 | 5.14% | 5.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 3,127,982 | 67,659 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empyrean Capital Partners, LP | History | No change | 2,985,000 | 64,565 | 2.13% | 2.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 2,400,975 | 51,933 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Land & Buildings Investment Management, LLC | History | No change | 2,191,636 | 47,405 | 8.13% | 8.13% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AEW CAPITAL MANAGEMENT L P | History | No change | 2,171,724 | 46,974 | 2.81% | 2.81% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 1,931,832 | 41,785 | 0.58% | 0.58% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 1,930,200 | 33,469 | 0.06% | 0.08% | 14 | -34,001 | -1.73% | Q3 2026 | Oct 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,522,048 | 32,921 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alberta Investment Management Corp | History | No change | 1,494,981 | 32,336 | 0.18% | 0.18% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,336,027 | 28,898 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 1,294,126 | 27,991 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,243,577 | 26,898 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,211,101 | 26,196 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,118,657 | 24,196 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,010,000 | 21,846 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 944,668 | 20,444 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 927,043 | 20,051 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 836,397 | 18,091 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Group plc | History | No change | 701,542 | 15,174 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 662,604 | 14,332 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 606,000 | 13,107 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 515,099 | 11,141 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conversant Capital LLC | History | No change | 500,000 | 10,815 | 1.27% | 1.27% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 505,409 | 10,765 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 482,448 | 10,435 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 479,675 | 10,375 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 454,500 | 9,830 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 430,074 | 9,302 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 425,000 | 9,192 | 0.37% | 0.37% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 444,275 | 7,703 | 0.01% | 0.01% | 37 | +28,068 | 6.74% | Q3 2026 | Nov 03, 2026 |
| CITIGROUP INC | History | Added to | 438,105 | 7,596 | 0.0% | 0.0% | 38 | +426,036 | 3530.0% | Q3 2026 | Nov 04, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 349,394 | 7,557 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 346,517 | 7,495 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 306,975 | 6,639 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 302,171 | 6,535 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 288,587 | 6,242 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burkehill Global Management, LP | History | No change | 252,500 | 5,461 | 0.2% | 0.2% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 291,877 | 5,061 | 0.16% | 0.22% | 45 | -33,487 | -10.29% | Q3 2026 | Oct 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 226,667 | 4,902 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 198,046 | 4,283 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSI Capital Advisors LLC | History | No change | 194,670 | 4,210 | 1.99% | 1.99% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 193,396 | 4,183 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 152,100 | 3,289 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fund 1 Investments, LLC | History | No change | 126,250 | 2,730 | 0.45% | 0.45% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 124,898 | 2,701 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 122,778 | 2,655 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 116,441 | 2,518 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 104,516 | 2,260 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 102,405 | 2,215 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 127,128 | 2,204 | 0.01% | 0.0% | 57 | +122,285 | 2524.98% | Q3 2026 | Oct 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 99,514 | 2,152 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gillson Capital LP | History | No change | 91,705 | 1,984 | 0.12% | 0.12% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 91,412 | 1,977 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 90,069 | 1,948 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 101,000 | 1,751 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 88,207 | 1,529 | 0.0% | — | 63 | +88,207 | New | Q3 2026 | Oct 29, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | New | 85,179 | 1,477 | 0.0% | — | 64 | +85,179 | New | Q3 2026 | Nov 04, 2026 |
| Squarepoint Ops LLC | History | No change | 65,926 | 1,425 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTPAC BANKING CORP | History | No change | 62,450 | 1,350 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hudson Bay Capital Management LP | History | No change | 62,290 | 1,347 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 58,286 | 1,260 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 53,870 | 1,165 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 52,100 | 1,126 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 47,564 | 1,028 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 58,851 | 1,020 | 0.0% | — | 72 | +58,851 | New | Q3 2026 | Nov 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 40,400 | 874 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perpetual Ltd | History | Reduced | 49,449 | 857 | 0.01% | 0.02% | 74 | -2,875 | -5.49% | Q3 2026 | Oct 13, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 35,500 | 767 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 34,967 | 756 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 34,539 | 747 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diametric Capital, LP | History | No change | 32,491 | 702 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 28,703 | 620 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 28,308 | 612 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 27,374 | 592 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 25,250 | 544 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | New | 26,600 | 461 | 0.0% | — | 83 | +26,600 | New | Q3 2026 | Oct 30, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | New | 25,920 | 449 | 0.0% | — | 84 | +25,920 | New | Q3 2026 | Oct 20, 2026 |
| PEAK6 LLC | History | No change | 20,000 | 432 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evercore Wealth Management, LLC | History | No change | 20,000 | 432 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | New | 24,083 | 417 | 0.0% | — | 87 | +24,083 | New | Q3 2026 | Nov 03, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 17,577 | 380 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| B&I Capital AG | History | No change | 15,934 | 344 | 0.76% | 0.76% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,430 | 333 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 15,300 | 330 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 14,433 | 312 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | New | 14,358 | 248 | 0.01% | — | 93 | +14,358 | New | Q3 2026 | Oct 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 13,974 | 242 | 0.0% | 0.0% | 94 | -84 | -0.6% | Q3 2026 | Oct 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,525 | 228 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gross & Hartman Investments LLC | History | No change | 10,236 | 221 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 10,236 | 221 | 0.15% | 0.15% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | New | 12,334 | 213 | 0.0% | — | 99 | +12,334 | New | Q3 2026 | Oct 28, 2026 |
| SENTINEL TRUST CO LBA | History | New | 12,300 | 213 | 0.02% | — | 98 | +12,300 | New | Q3 2026 | Nov 03, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 11,000 | 190 | 0.04% | 0.02% | 100 | +6,000 | 120.0% | Q3 2026 | Oct 14, 2026 |
| Private Wealth Partners, LLC | History | No change | 10,000 | 173 | 0.01% | 0.02% | 101 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | New | 5,900 | 102 | 0.0% | — | 102 | +5,900 | New | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,113 | 88 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | No change | 3,910 | 84 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | New | 4,750 | 82 | 0.0% | — | 105 | +4,750 | New | Q3 2026 | Oct 22, 2026 |
| Persistent Asset Partners Ltd | History | No change | 1,997 | 43 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avalon Trust Co | History | No change | 1,973 | 42 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterling Capital Management LLC | History | New | 2,080 | 36 | 0.0% | — | 108 | +2,080 | New | Q3 2026 | Oct 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1,585 | 27 | 0.0% | — | 109 | +1,585 | New | Q3 2026 | Oct 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,180 | 25 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Reduced | 1,348 | 23 | 0.0% | 0.0% | 112 | -46 | -3.3% | Q3 2026 | Oct 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,065 | 23 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1,051 | 22 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 1,244 | 21 | 0.0% | — | 116 | +1,244 | New | Q3 2026 | Oct 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,000 | 21 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 989 | 21 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | New | 1,187 | 20 | 0.0% | — | 117 | +1,187 | New | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 278 | 6 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 138 | 2 | 0.0% | — | 123 | +138 | New | Q3 2026 | Oct 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 134 | 2 | 0.0% | — | 122 | +134 | New | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 100 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 131 | 2 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 103 | 2 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | New | 60 | 1 | 0.0% | — | 124 | +60 | New | Q3 2026 | Oct 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,093 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 50 | 0 | — | 0.0% | — | -150 | -75.0% | Q3 2026 | Oct 27, 2026 |
| GAMMA Investing LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q3 2026 | Oct 08, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 03, 2026 |