FEDERAL AGRICULTURAL MORTGAGE CORP - AGM
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 | 785,338 | 156,409 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 506,922 | 103,823 | 0.02% | 0.02% | 2 | +39,481 | 8.45% | Q3 2026 | Nov 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 452,344 | 90,139 | 0.15% | 0.15% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 404,210 | 80,163 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 352,237 | 70,190 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 349,132 | 69,571 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 327,881 | 65,336 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 327,467 | 65,254 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 310,833 | 64,324 | 0.03% | 0.03% | 9 | -35,110 | -10.15% | Q3 2026 | Nov 02, 2026 |
| Boston Partners | History | No change | 290,603 | 57,894 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital World Investors | History | No change | 283,502 | 56,493 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 244,532 | 48,737 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 230,894 | 45,883 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 225,450 | 44,925 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 205,183 | 40,886 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 196,355 | 40,629 | 0.94% | 0.94% | 16 | -33,458 | -14.56% | Q3 2026 | Oct 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 118,094 | 23,532 | 1.15% | 1.15% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 117,446 | 23,403 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | History | Reduced | 102,482 | 21,205 | 6.11% | 5.45% | 19 | -1,721 | -1.65% | Q3 2026 | Oct 16, 2026 |
| Invesco Ltd. | History | No change | 100,624 | 20,051 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Matthew 25 Management Corp | History | No change | 113,000 | 17,190 | 4.98% | 4.98% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 81,476 | 16,235 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 76,545 | 15,253 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 76,403 | 15,224 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 75,026 | 14,950 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Empowered Funds, LLC | History | No change | 71,700 | 14,287 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 66,246 | 13,201 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 66,440 | 12,886 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 64,337 | 12,820 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 62,025 | 12,359 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 57,430 | 11,444 | 0.2% | 0.2% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON BANCSHARES INC /MD/ | History | No change | 56,747 | 10,209 | 100.0% | 100.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 42,682 | 8,505 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Man Group plc | History | No change | 41,629 | 8,295 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 41,606 | 8,290 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 39,370 | 7,843 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 37,728 | 7,518 | 0.33% | 0.33% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballast Asset Management, LP | History | Reduced | 36,128 | 7,475 | 3.25% | 2.96% | 38 | -1,098 | -2.95% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 37,267 | 7,426 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Finance, LLC | History | No change | 35,436 | 7,061 | 0.29% | 0.29% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Barnett & Company, Inc. | History | No change | 34,823 | 6,939 | 5.14% | 5.14% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 34,616 | 6,897 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 30,420 | 6,061 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 30,245 | 6,030 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,593 | 5,603 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 26,820 | 5,344 | 1.1% | 1.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 25,494 | 5,080 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 24,040 | 4,790 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 24,000 | 4,782 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 23,966 | 4,775 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 23,439 | 4,671 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 25,090 | 4,488 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 21,284 | 4,241 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 20,897 | 4,164 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pullen Investment Management, LLC | History | Added to | 19,110 | 3,954 | 1.89% | 1.75% | 55 | +116 | 0.61% | Q3 2026 | Oct 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 19,743 | 3,934 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 19,507 | 3,887 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 19,150 | 3,816 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 18,746 | 3,735 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 18,681 | 3,722 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 18,465 | 3,679 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Alpha Capital Management Ltd. | History | No change | 18,367 | 3,659 | 0.22% | 0.22% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 17,588 | 3,639 | 0.04% | 0.03% | 63 | +1,012 | 6.11% | Q3 2026 | Oct 23, 2026 |
| VELA Investment Management, LLC | History | No change | 16,648 | 3,317 | 0.72% | 0.72% | 64 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 16,536 | 3,295 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 16,428 | 3,273 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 16,320 | 3,252 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 16,000 | 3,188 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 15,711 | 3,130 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 14,322 | 2,853 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 14,033 | 2,803 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 13,609 | 2,712 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 13,028 | 2,596 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,315 | 2,454 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 11,092 | 2,295 | 0.06% | 0.06% | 75 | -501 | -4.32% | Q3 2026 | Oct 22, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 11,449 | 2,281 | 0.3% | 0.3% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cruiser Capital Advisors, LLC | History | No change | 10,981 | 2,188 | 1.35% | 1.35% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 10,550 | 2,102 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| HighTower Advisors, LLC | History | No change | 10,451 | 2,082 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aristides Capital LLC | History | No change | 14,131 | 2,077 | 0.4% | 0.4% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 8,884 | 1,838 | 0.0% | 0.0% | 81 | +1,098 | 14.1% | Q3 2026 | Oct 28, 2026 |
| Qube Research & Technologies Ltd | History | No change | 9,122 | 1,809 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 8,416 | 1,741 | 0.6% | 0.64% | 83 | -11 | -0.13% | Q3 2026 | Nov 04, 2026 |
| Applied Capital LLC/FL | History | Added to | 8,251 | 1,707 | 0.68% | 0.67% | 84 | +30 | 0.36% | Q3 2026 | Oct 07, 2026 |
| Dean Capital Management | History | No change | 8,306 | 1,655 | 0.6% | 0.6% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 11,105 | 1,647 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 7,889 | 1,572 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 6,783 | 1,403 | 0.06% | 0.07% | 88 | +11 | 0.16% | Q3 2026 | Oct 26, 2026 |
| M&T BANK CORP | History | No change | 6,710 | 1,337 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,850 | 1,336 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 6,892 | 1,262 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAK6 LLC | History | No change | 6,274 | 1,250 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 6,245 | 1,244 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 5,575 | 1,153 | 0.0% | 0.0% | 94 | +704 | 14.45% | Q3 2026 | Nov 02, 2026 |
| HSBC HOLDINGS PLC | History | No change | 5,656 | 1,134 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 5,587 | 1,113 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,492 | 1,094 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 5,462 | 1,088 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,291 | 1,054 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 5,141 | 1,024 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,842 | 1,001 | 0.01% | 0.01% | 101 | +825 | 20.54% | Q3 2026 | Oct 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 4,860 | 968 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,645 | 961 | 0.0% | 0.0% | 103 | -221 | -4.54% | Q3 2026 | Nov 02, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 4,567 | 945 | 0.1% | 0.09% | 104 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,662 | 929 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 4,577 | 912 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 4,341 | 865 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 4,331 | 863 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,256 | 848 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Reduced | 3,980 | 823 | 0.3% | 0.28% | 110 | -100 | -2.45% | Q3 2026 | Oct 20, 2026 |
| Jupiter Topco LLC | History | No change | 4,036 | 805 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,898 | 777 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 3,865 | 770 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 3,852 | 767 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Reduced | 3,584 | 739 | 0.0% | 0.0% | 115 | -2,242 | -38.48% | Q3 2026 | Nov 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 3,500 | 697 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,277 | 653 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Reduced | 3,146 | 650 | 0.09% | 0.15% | 118 | -2,503 | -44.31% | Q3 2026 | Oct 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,099 | 617 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Eddie Patel Inc | History | Added to | 2,905 | 601 | 0.38% | 0.26% | 120 | +685 | 30.86% | Q3 2026 | Nov 02, 2026 |
| Balboa Wealth Partners | History | No change | 2,850 | 589 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,814 | 560 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,810 | 559 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,784 | 554 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Arizona State Retirement System | History | Added to | 2,624 | 542 | 0.0% | 0.0% | 125 | +51 | 1.98% | Q3 2026 | Nov 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,577 | 513 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 2,510 | 500 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 2,496 | 497 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 2,484 | 494 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,469 | 491 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | No change | 2,460 | 490 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 2,264 | 451 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centiva Capital, LP | History | No change | 2,192 | 436 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daytona Street Capital LLC | History | No change | 2,000 | 432 | 0.31% | 0.3% | 134 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 2,099 | 418 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,100 | 418 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 2,063 | 411 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,944 | 397 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,983 | 395 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 1,983 | 395 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aquatic Capital Management LLC | History | No change | 1,962 | 390 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 1,648 | 385 | 0.15% | 0.15% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,860 | 370 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 1,826 | 363 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 1,819 | 362 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 1,794 | 357 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,560 | 322 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 1,520 | 314 | 0.07% | 0.06% | 148 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 1,563 | 311 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,533 | 305 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 1,523 | 303 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,429 | 296 | 0.0% | 0.0% | 152 | +131 | 10.09% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,477 | 295 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 1,476 | 294 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 2,000 | 293 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MAI Capital Management | History | No change | 1,475 | 293 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 1,468 | 292 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 1,445 | 287 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,398 | 279 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 1,403 | 279 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 1,396 | 278 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 1,376 | 274 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,318 | 272 | 0.0% | 0.0% | 163 | +42 | 3.29% | Q3 2026 | Nov 02, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,319 | 262 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 1,238 | 256 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 1,253 | 249 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,242 | 247 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,183 | 244 | 0.0% | 0.01% | 168 | -36,807 | -96.89% | Q3 2026 | Oct 28, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 1,219 | 242 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Entropy Technologies, LP | History | No change | 1,216 | 242 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,156 | 230 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 1,095 | 226 | 0.0% | 0.0% | 172 | -300 | -21.51% | Q3 2026 | Oct 15, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 1,129 | 224 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,081 | 223 | 0.0% | 0.0% | 174 | +45 | 4.34% | Q3 2026 | Nov 02, 2026 |
| EntryPoint Capital, LLC | History | No change | 1,117 | 222 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | New | 1,046 | 216 | 0.0% | — | 176 | +1,046 | New | Q3 2026 | Oct 28, 2026 |
| Phillips Wealth Planners LLC | History | No change | 1,051 | 210 | 0.15% | 0.15% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,048 | 208 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Byrne Asset Management LLC | History | Reduced | 872 | 182 | 0.1% | 0.13% | 179 | -331 | -27.51% | Q3 2026 | Oct 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 856 | 170 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 9,000 | 167 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 828 | 161 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 813 | 158 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 759 | 157 | 0.01% | 0.01% | 184 | +36 | 4.98% | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | No change | 683 | 136 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swedbank AB | History | New | 645 | 133 | 0.0% | — | 186 | +645 | New | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 637 | 124 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 577 | 115 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 510 | 101 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McMillan Office, Inc. | History | No change | 5,300 | 93 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 415 | 82 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KBC Group NV | History | No change | 382 | 79 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 384 | 76 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mascoma Wealth Management LLC | History | No change | 341 | 70 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 337 | 69 | 0.0% | 0.0% | 195 | +150 | 80.21% | Q3 2026 | Oct 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 329 | 68 | 0.01% | 0.01% | 196 | +12 | 3.79% | Q3 2026 | Oct 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 263 | 54 | 0.0% | 0.0% | 197 | -9 | -3.31% | Q3 2026 | Oct 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 242 | 50 | 0.0% | 0.0% | 198 | -9 | -3.59% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 249 | 49 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ancora Advisors LLC | History | No change | 212 | 42 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 212 | 42 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| City State Bank | History | No change | 200 | 41 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sterling Capital Management LLC | History | Added to | 198 | 40 | 0.0% | 0.0% | 203 | +25 | 14.45% | Q3 2026 | Oct 22, 2026 |
| Vanguard National Trust Co | History | No change | 204 | 40 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 196 | 39 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 162 | 33 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| KFG LLC | History | New | 150 | 31 | 0.02% | — | 207 | +150 | New | Q3 2026 | Nov 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 134 | 26 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 134 | 26 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 132 | 26 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 104 | 21 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Elequin Capital, LP | History | No change | 107 | 21 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 105 | 20 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 92 | 19 | 0.0% | 0.0% | 215 | +17 | 22.67% | Q3 2026 | Oct 08, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 95 | 19 | 0.01% | 0.01% | 216 | +1 | 1.06% | Q3 2026 | Oct 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 99 | 19 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 78 | 16 | 0.01% | — | 219 | +78 | New | Q3 2026 | Oct 27, 2026 |
| Downshift Financial, LLC | History | Added to | 82 | 16 | 0.01% | 0.0% | 218 | +36 | 78.26% | Q3 2026 | Oct 13, 2026 |
| FIRST HORIZON CORP | History | No change | 79 | 16 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Millstone Evans Group, LLC | History | No change | 76 | 15 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 66 | 13 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 62 | 12 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 57 | 11 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JNBA Financial Advisors | History | New | 53 | 10 | 0.0% | — | 224 | +53 | New | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 50 | 10 | 0.0% | — | 225 | +50 | New | Q3 2026 | Oct 21, 2026 |
| Hughes Financial Services, LLC | History | Added to | 47 | 9 | 0.0% | 0.0% | 227 | +1 | 2.17% | Q3 2026 | Oct 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 49 | 9 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 41 | 8 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 45 | 8 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caldwell Trust Co | History | No change | 39 | 8 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Optiver Holding B.V. | History | No change | 36 | 7 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 34 | 6 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 31 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 28 | 5 | 0.0% | 0.0% | 235 | +11 | 64.71% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | No change | 27 | 5 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 30 | 5 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 20 | 4 | 0.0% | 0.0% | 237 | -9 | -31.03% | Q3 2026 | Oct 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 23 | 4 | 0.0% | 0.0% | 239 | -5 | -17.86% | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 22 | 4 | 0.0% | 0.0% | 238 | +3 | 15.79% | Q3 2026 | Oct 23, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Piscataqua Savings Bank | History | No change | 20 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JDM Financial Group LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WPG Advisers, LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GK Wealth Management LLC | History | New | 19 | 3 | 0.0% | — | 246 | +19 | New | Q3 2026 | Oct 09, 2026 |
| IFP Advisors, Inc | History | Added to | 18 | 3 | 0.0% | 0.0% | 245 | +9 | 100.0% | Q3 2026 | Oct 16, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 16 | 3 | 0.0% | 0.0% | 244 | +8 | 100.0% | Q3 2026 | Oct 21, 2026 |
| Essential Partners LLC | History | Added to | 13 | 2 | 0.0% | — | 250 | +8 | 160.0% | Q3 2026 | Oct 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 11 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunrise Financial Services, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Laurel Wealth Advisors LLC | History | New | 7 | 1 | 0.0% | — | 256 | +7 | New | Q3 2026 | Oct 27, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 7 | 1 | 0.0% | — | 257 | +7 | New | Q3 2026 | Oct 30, 2026 |
| Covestor Ltd | History | Reduced | 2 | 1 | 0.0% | 0.0% | 251 | -4 | -66.67% | Q3 2026 | Oct 30, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valued Wealth Advisors LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Synergy Investment Management, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 7 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q3 2026 | Oct 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,015 | -100.0% | Q3 2026 | Oct 23, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -980 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -464 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -153 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 07, 2026 |
| SBI Securities Co., Ltd. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bare Financial Services, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BAYBAN | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |