APARTMENT INVESTMENT & MANAGEMENT CO - AIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 17,156,764 | 50,956 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Avenue Partners, LP | History | No change | 12,374,991 | 36,753 | 1.58% | 1.58% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newtyn Management, LLC | History | No change | 12,200,000 | 36,234 | 4.52% | 4.52% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 8,150,456 | 24,206 | 0.25% | 0.25% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Asset Management, L.P. | History | No change | 5,927,644 | 17,605 | 1.46% | 1.46% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,878,027 | 17,457 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,728,679 | 14,044 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,504,386 | 13,378 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 4,459,396 | 13,244 | 0.87% | 0.87% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,847,592 | 11,427 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 3,191,495 | 9,478 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 2,702,305 | 8,026 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SummitTX Capital, L.P. | History | No change | 2,306,732 | 6,850 | 0.18% | 0.18% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 683 Capital Management, LLC | History | No change | 2,100,000 | 6,237 | 0.31% | 0.31% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zimmer Partners, LP | History | No change | 2,027,500 | 6,021 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | No change | 1,981,897 | 5,143 | 1.29% | 1.29% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 1,676,686 | 4,979 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,633,396 | 4,851 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Irenic Capital Management LP | History | No change | 1,398,460 | 4,153 | 0.2% | 0.2% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DLD Asset Management, LP | History | No change | 1,277,578 | 3,794 | 0.25% | 0.25% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 1,149,070 | 3,412 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Union Square Park Capital Management, LLC | History | No change | 1,125,000 | 3,341 | 1.2% | 1.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 1,044,965 | 3,103 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meros Investment Management, LP | History | No change | 967,132 | 2,872 | 0.91% | 0.91% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 856,531 | 2,543 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alberta Investment Management Corp | History | No change | 850,000 | 2,524 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 835,328 | 2,480 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STATE STREET CORP | History | No change | 721,251 | 2,142 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Greenland Capital Management LP | History | No change | 650,000 | 1,930 | 0.24% | 0.24% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 566,939 | 1,683 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 561,125 | 1,666 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 541,536 | 1,608 | 0.1% | 0.1% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 538,118 | 1,598 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 761,081 | 1,506 | 0.26% | 0.29% | 34 | +244,976 | 47.47% | Q3 2026 | Nov 03, 2026 |
| Bulldog Investors, LLP | History | No change | 500,000 | 1,485 | 0.33% | 0.33% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 494,935 | 1,469 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 489,096 | 1,452 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northern Right Capital Management, L.P. | History | No change | 479,342 | 1,423 | 0.42% | 0.42% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 472,960 | 1,414 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 450,000 | 1,336 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 405,953 | 1,205 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 358,357 | 1,075 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 351,334 | 1,043 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yakira Capital Management, Inc. | History | No change | 345,657 | 1,026 | 0.29% | 0.29% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 318,315 | 945 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 469,957 | 930 | 0.0% | — | 46 | +469,957 | New | Q3 2026 | Nov 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 281,194 | 834 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 269,647 | 800 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 259,884 | 771 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GABELLI FUNDS LLC | History | No change | 226,021 | 671 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 208,314 | 618 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 204,028 | 605 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Global Management, LLC | History | No change | 200,000 | 594 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 189,010 | 561 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 174,551 | 518 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 161,603 | 479 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 140,395 | 416 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 126,957 | 377 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 126,089 | 374 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 112,123 | 333 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JBF Capital, Inc. | History | No change | 110,000 | 326 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 98,458 | 292 | 0.11% | 0.11% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 91,596 | 272 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 88,812 | 263 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 88,393 | 262 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 125,547 | 248 | 0.0% | 0.0% | 66 | +80,623 | 179.47% | Q3 2026 | Nov 02, 2026 |
| Jain Global LLC | History | No change | 81,947 | 243 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 81,806 | 242 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 81,207 | 241 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 80,574 | 239 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 74,691 | 221 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merited Wealth, LLC | History | New | 111,283 | 220 | 0.15% | — | 72 | +111,283 | New | Q3 2026 | Oct 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 109,994 | 217 | 0.0% | 0.01% | 73 | -42,591 | -27.91% | Q3 2026 | Oct 23, 2026 |
| BARCLAYS PLC | History | No change | 65,993 | 195 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 65,830 | 195 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OP Asset Management Ltd | History | Added to | 98,186 | 194 | 0.0% | 0.0% | 76 | +17,622 | 21.87% | Q3 2026 | Nov 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 64,229 | 190 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 91,440 | 181 | 0.0% | 0.0% | 79 | +77,960 | 578.34% | Q3 2026 | Oct 23, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 60,990 | 181 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 60,881 | 180 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Worth Venture Partners, LLC | History | No change | 57,900 | 171 | 0.39% | 0.39% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 55,667 | 165 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 52,111 | 154 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | No change | 50,325 | 149 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 48,530 | 144 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 41,741 | 123 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 40,235 | 119 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 39,844 | 118 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | No change | 36,166 | 107 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MACQUARIE GROUP LTD | History | No change | 31,744 | 94 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 31,815 | 94 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 45,695 | 90 | 0.0% | 0.0% | 92 | -6,339 | -12.18% | Q3 2026 | Nov 04, 2026 |
| Ullmann Wealth Partners Group, LLC | History | New | 44,043 | 87 | 0.01% | — | 93 | +44,043 | New | Q3 2026 | Nov 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 29,029 | 86 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 28,915 | 85 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 42,050 | 83 | 0.0% | 0.01% | 96 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Vestcor Inc | History | No change | 26,623 | 79 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forum Financial Management, LP | History | New | 35,663 | 70 | 0.0% | — | 98 | +35,663 | New | Q3 2026 | Oct 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 23,327 | 69 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 21,915 | 65 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | No change | 22,012 | 65 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 21,764 | 64 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 20,698 | 61 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 20,000 | 59 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T3 Companies, LLC | History | Reduced | 25,000 | 49 | 0.05% | 0.1% | 105 | -5,000 | -16.67% | Q3 2026 | Oct 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 16,223 | 48 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 15,814 | 46 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Reduced | 23,150 | 45 | 0.0% | 0.01% | 109 | -25,507 | -52.42% | Q3 2026 | Oct 28, 2026 |
| Amundi | History | No change | 15,426 | 45 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,947 | 42 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 20,704 | 41 | 0.0% | — | 111 | +20,704 | New | Q3 2026 | Oct 30, 2026 |
| DOHENY ASSET MANAGEMENT /CA | History | No change | 13,000 | 39 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Old Port Advisors | History | New | 18,159 | 35 | 0.01% | — | 113 | +18,159 | New | Q3 2026 | Oct 23, 2026 |
| Abacus Wealth Partners, LLC | History | New | 16,600 | 32 | 0.0% | — | 114 | +16,600 | New | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 15,763 | 31 | 0.0% | 0.0% | 115 | +15,278 | 3150.1% | Q3 2026 | Nov 03, 2026 |
| Sage Investment Counsel LLC | History | No change | 15,000 | 29 | 0.03% | 0.04% | 116 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 12,500 | 24 | 0.0% | — | 117 | +12,500 | New | Q3 2026 | Oct 29, 2026 |
| BESSEMER GROUP INC | History | No change | 7,634 | 23 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 11,200 | 22 | 0.01% | 0.02% | 119 | -5,400 | -32.53% | Q3 2026 | Oct 16, 2026 |
| Valeo Financial Advisors, LLC | History | New | 10,779 | 21 | 0.0% | — | 120 | +10,779 | New | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,695 | 19 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lee Financial Co | History | No change | 10,000 | 19 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| State of Alaska, Department of Revenue | History | No change | 7,554 | 14 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,555 | 13 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,399 | 10 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 3,088 | 9 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,760 | 8 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marquette Asset Management, LLC | History | New | 3,052 | 6 | 0.0% | — | 130 | +3,052 | New | Q3 2026 | Oct 09, 2026 |
| Arax Advisory Partners | History | No change | 2,304 | 6 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 2,100 | 6 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DeDora Capital, Inc. | History | New | 2,870 | 5 | 0.0% | — | 132 | +2,870 | New | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,009 | 5 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,249 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 1,070 | 3 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 1,470 | 2 | 0.0% | 0.0% | 135 | -61,756 | -97.68% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Added to | 1,466 | 2 | 0.0% | — | 136 | +1,248 | 572.48% | Q3 2026 | Oct 16, 2026 |
| Bell Investment Advisors, Inc | History | New | 782 | 1 | 0.0% | — | 142 | +782 | New | Q3 2026 | Oct 28, 2026 |
| Abound Wealth Management | History | New | 643 | 1 | 0.0% | — | 143 | +643 | New | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 574 | 1 | 0.0% | — | 141 | +430 | 298.61% | Q3 2026 | Oct 08, 2026 |
| Avion Wealth | History | Added to | 624 | 1 | 0.0% | 0.0% | 139 | +268 | 75.28% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 547 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 584 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 605 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Investing, LLC | History | Reduced | 9 | 0 | — | 0.03% | — | -227,039 | -100.0% | Q3 2026 | Oct 22, 2026 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.0% | — | -138,773 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -35,728 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -19,926 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14,332 | -100.0% | Q3 2026 | Oct 16, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,980 | -100.0% | Q3 2026 | Nov 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,014 | -100.0% | Q3 2026 | Oct 20, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,762 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,006 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -533 | -100.0% | Q3 2026 | Oct 28, 2026 |
| North Star Investment Management Corp. | History | New | 203 | 0 | — | — | — | +203 | New | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 159 | 0 | — | — | — | +159 | New | Q3 2026 | Oct 21, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 130 | 0 | — | — | — | +130 | New | Q3 2026 | Oct 20, 2026 |
| James T. Borello RIA | History | New | 119 | 0 | — | — | — | +119 | New | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 467 | 0 | — | 0.0% | — | -106 | -18.5% | Q3 2026 | Nov 04, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -82 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 194 | 0 | — | — | — | +72 | 59.02% | Q3 2026 | Nov 04, 2026 |
| Canton Hathaway, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 288 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 140 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 121 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 142 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Center for Financial Services | History | No change | 247 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | No change | 495 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Optiver Holding B.V. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Hilltop National Bank | History | No change | 264 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 287 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |