Ares Commercial Real Estate Corp - ACRE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 4,672,092 | 21,024 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,414,732 | 10,866 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 1,563,049 | 7,033 | 0.19% | 0.19% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,440,675 | 6,485 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 1,352,832 | 6,087 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,200,961 | 5,577 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| North Ground Capital | History | No change | 1,232,000 | 5,544 | 6.65% | 6.65% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 902,153 | 4,059 | 1.73% | 1.73% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 627,277 | 2,822 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 599,627 | 2,698 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 593,720 | 2,671 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Global Management, LLC | History | No change | 486,867 | 2,190 | 0.36% | 0.36% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 481,583 | 2,167 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 443,440 | 1,995 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 431,293 | 1,940 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 372,343 | 1,675 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 365,494 | 1,644 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 334,937 | 1,507 | 0.74% | 0.74% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 278,000 | 1,251 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Penserra Capital Management LLC | History | No change | 257,386 | 1,158 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 252,477 | 1,136 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 242,567 | 1,101 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ardent Capital Management, Inc. | History | No change | 218,089 | 981 | 0.41% | 0.41% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantinno Capital Management LP | History | No change | 213,857 | 962 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 204,731 | 921 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | No change | 180,954 | 814 | 0.2% | 0.2% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 177,410 | 798 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 176,220 | 792 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 159,794 | 719 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 156,200 | 702 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 146,420 | 658 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 134,601 | 605 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 126,583 | 569 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 108,682 | 489 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Invesco Ltd. | History | No change | 107,723 | 484 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 102,119 | 459 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Access Investment Management LLC | History | No change | 101,200 | 455 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | No change | 92,155 | 428 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 92,300 | 415 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 85,413 | 408 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 85,100 | 382 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 84,503 | 380 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 82,021 | 369 | 0.12% | 0.12% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atom Investors LP | History | No change | 79,416 | 357 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 79,043 | 355 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 74,023 | 334 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 71,557 | 322 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 66,000 | 316 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 67,754 | 304 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRATIA CAPITAL, LLC | History | No change | 55,056 | 247 | 0.15% | 0.15% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 54,212 | 244 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 53,971 | 243 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abel Hall, LLC | History | No change | 52,842 | 237 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 51,814 | 233 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 49,875 | 224 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 47,659 | 214 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 44,796 | 201 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 44,044 | 198 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Graham Capital Management, L.P. | History | No change | 41,479 | 186 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 39,096 | 176 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 38,395 | 172 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 34,800 | 161 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 34,811 | 156 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 33,260 | 149 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 31,976 | 143 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 31,372 | 141 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 31,304 | 140 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 30,261 | 136 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MetLife Investment Management, LLC | History | No change | 29,947 | 134 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 29,964 | 134 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 29,707 | 133 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 28,846 | 130 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 25,622 | 115 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 25,500 | 114 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITIGROUP INC | History | No change | 24,638 | 110 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 24,582 | 110 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 24,232 | 109 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 23,685 | 106 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 20,366 | 91 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 20,069 | 90 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curated Wealth Partners LLC | History | No change | 20,123 | 90 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 19,778 | 89 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 18,224 | 82 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,906 | 76 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Attessa Capital LLC | History | No change | 17,000 | 76 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| M&T BANK CORP | History | No change | 16,594 | 74 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | No change | 15,698 | 70 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,639 | 70 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 15,000 | 67 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 13,620 | 61 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 13,730 | 60 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 13,161 | 59 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Wyoming | History | No change | 13,105 | 58 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 12,551 | 56 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 12,217 | 54 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,838 | 53 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 11,266 | 50 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 10,591 | 47 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 10,258 | 46 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 10,000 | 45 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STRS OHIO | History | No change | 10,200 | 45 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,156 | 45 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 8,477 | 38 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 8,400 | 37 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 7,816 | 35 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 6,940 | 31 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 7,000 | 31 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,795 | 30 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 6,513 | 29 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,340 | 28 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 6,000 | 27 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Highland Investment Advisors LLC | History | No change | 5,893 | 26 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,128 | 23 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 5,248 | 23 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legal & General Group Plc | History | No change | 5,086 | 22 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,803 | 21 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,735 | 21 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | No change | 2,650 | 11 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,295 | 10 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,029 | 9 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,382 | 6 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,537 | 5 | 0.0% | 0.0% | 124 | -487 | -24.06% | Q3 2026 | Oct 01, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,145 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,209 | 5 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 1,076 | 4 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 800 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 735 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GAMMA Investing LLC | History | No change | 807 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | No change | 575 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 595 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 450 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 429 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 270 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 282 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 233 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | No change | 307 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Essential Partners LLC | History | No change | 294 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 220 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 197 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Silicon Valley Capital Partners | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |