ACADIA REALTY TRUST - AKR
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 | 24,317,895 | 508,487 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COHEN & STEERS, INC. | History | No change | 20,149,944 | 421,335 | 0.67% | 0.67% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 17,290,915 | 324,031 | 0.01% | 0.02% | 3 | -2,611,538 | -13.12% | Q3 2026 | Nov 10, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 13,475,198 | 281,766 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 10,103,682 | 211,270 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 7,550,636 | 159,373 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,998,507 | 125,428 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 6,638,811 | 124,410 | 0.06% | 0.04% | 8 | +2,684,694 | 67.9% | Q3 2026 | Nov 02, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 4,825,446 | 106,817 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 4,678,599 | 97,829 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,738,930 | 70,080 | 0.0% | 0.0% | 11 | -29,282 | -0.78% | Q3 2026 | Nov 06, 2026 |
| Nuveen, LLC | History | Added to | 3,231,290 | 60,554 | 0.01% | 0.02% | 12 | +77,799 | 2.47% | Q3 2026 | Nov 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,799,381 | 58,535 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,590,357 | 54,164 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 2,368,973 | 45,294 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | No change | 1,774,333 | 37,101 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,976,290 | 37,037 | 0.01% | 0.01% | 17 | +123,438 | 6.66% | Q3 2026 | Nov 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,713,775 | 35,835 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | No change | 1,622,268 | 33,921 | 2.18% | 2.18% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 1,618,075 | 33,833 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,580,110 | 33,040 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 1,402,358 | 26,280 | 0.04% | 0.05% | 22 | -27,911 | -1.95% | Q3 2026 | Nov 10, 2026 |
| MORGAN STANLEY | History | No change | 1,236,047 | 25,845 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 1,087,673 | 22,743 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,176,825 | 22,053 | 0.0% | 0.0% | 25 | -35,030 | -2.89% | Q3 2026 | Nov 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,002,396 | 20,960 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 884,108 | 18,486 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 819,477 | 17,405 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 817,702 | 17,098 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 797,260 | 14,557 | 0.03% | 0.02% | 30 | +338,600 | 73.82% | Q3 2026 | Nov 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 683,537 | 14,292 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 594,332 | 12,427 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 567,725 | 12,300 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 553,017 | 11,563 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 510,916 | 10,683 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 444,943 | 9,303 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 465,640 | 8,726 | 0.0% | 0.0% | 37 | +421,575 | 956.71% | Q3 2026 | Nov 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 414,251 | 8,661 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 360,279 | 7,533 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 356,392 | 7,452 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 364,340 | 6,827 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 326,795 | 6,826 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 355,197 | 6,656 | 0.0% | 0.01% | 43 | +3,403 | 0.97% | Q3 2026 | Nov 10, 2026 |
| Point72 Asset Management, L.P. | History | No change | 282,292 | 5,902 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 275,086 | 5,752 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 280,282 | 5,538 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 263,100 | 5,501 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 262,856 | 5,495 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 262,769 | 5,494 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 282,072 | 5,286 | 0.02% | 0.02% | 50 | -7,592 | -2.62% | Q3 2026 | Nov 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 255,679 | 4,791 | 0.0% | 0.0% | 51 | +1,182 | 0.46% | Q3 2026 | Nov 06, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 228,650 | 4,781 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 251,218 | 4,707 | 0.01% | 0.01% | 53 | +91,655 | 57.44% | Q3 2026 | Nov 10, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 243,461 | 4,604 | 0.01% | 0.0% | 54 | +107,388 | 78.92% | Q3 2026 | Oct 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 216,130 | 4,519 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 234,636 | 4,397 | 0.0% | 0.0% | 56 | -49,496 | -17.42% | Q3 2026 | Nov 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 214,909 | 4,027 | 0.0% | 0.0% | 57 | -5,526 | -2.51% | Q3 2026 | Nov 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 213,810 | 4,006 | 0.02% | 0.02% | 58 | +59,442 | 38.51% | Q3 2026 | Nov 03, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 184,007 | 3,847 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 193,086 | 3,618 | 0.01% | 0.01% | 60 | +10,266 | 5.62% | Q3 2026 | Oct 27, 2026 |
| UBS Group AG | History | Added to | 188,587 | 3,534 | 0.0% | 0.0% | 61 | +25,877 | 15.9% | Q3 2026 | Nov 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 165,397 | 3,458 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALGERT GLOBAL LLC | History | No change | 163,230 | 3,413 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 160,865 | 3,363 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 178,370 | 3,342 | 0.0% | 0.0% | 65 | -14,658 | -7.59% | Q3 2026 | Nov 06, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 156,000 | 3,261 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 153,554 | 3,210 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 169,170 | 3,170 | 0.01% | 0.01% | 68 | -479 | -0.28% | Q3 2026 | Oct 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 151,586 | 3,169 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 140,811 | 2,944 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 137,512 | 2,875 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Odyssean, LLC | History | No change | 134,577 | 2,814 | 0.46% | 0.46% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 128,000 | 2,676 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 127,159 | 2,658 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 126,437 | 2,643 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 123,627 | 2,585 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 121,159 | 2,533 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 120,313 | 2,515 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 120,188 | 2,513 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 133,789 | 2,507 | 0.0% | 0.01% | 80 | -30,660 | -18.64% | Q3 2026 | Nov 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 128,091 | 2,400 | 0.0% | 0.0% | 81 | +12,443 | 10.76% | Q3 2026 | Nov 04, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 127,333 | 2,386 | 0.0% | 0.0% | 82 | -11,883 | -8.54% | Q3 2026 | Oct 29, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 104,498 | 2,185 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 112,514 | 2,109 | 0.0% | 0.0% | 84 | -329 | -0.29% | Q3 2026 | Nov 05, 2026 |
| Burkehill Global Management, LP | History | No change | 100,000 | 2,091 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 108,615 | 2,035 | 0.02% | 0.02% | 86 | -5,998 | -5.23% | Q3 2026 | Nov 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 96,522 | 2,018 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 94,541 | 1,976 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | Added to | 99,325 | 1,861 | 0.0% | 0.0% | 89 | +3,963 | 4.16% | Q3 2026 | Nov 06, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 91,803 | 1,719 | 0.02% | 0.02% | 90 | -26,144 | -22.17% | Q3 2026 | Oct 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 88,803 | 1,664 | 0.0% | 0.0% | 91 | +23,614 | 36.22% | Q3 2026 | Nov 10, 2026 |
| NORGES BANK | History | No change | 77,400 | 1,618 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 73,910 | 1,545 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 68,570 | 1,433 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 67,230 | 1,405 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 74,429 | 1,394 | 0.02% | 0.03% | 96 | -25,746 | -25.7% | Q3 2026 | Nov 10, 2026 |
| XTX Topco Ltd | History | No change | 65,015 | 1,359 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 64,429 | 1,347 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Jupiter Topco LLC | History | No change | 63,854 | 1,334 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 62,895 | 1,315 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 62,788 | 1,312 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 69,839 | 1,308 | 0.01% | 0.02% | 102 | -1,484 | -2.08% | Q3 2026 | Nov 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 59,308 | 1,240 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 56,444 | 1,180 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 59,865 | 1,147 | 0.01% | 0.01% | 105 | +1,196 | 2.04% | Q3 2026 | Nov 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 59,974 | 1,123 | 0.0% | 0.0% | 106 | -61,117 | -50.47% | Q3 2026 | Nov 09, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 52,591 | 1,100 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Louisiana State Employees Retirement System | History | No change | 58,500 | 1,096 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Aberdeen Group plc | History | Reduced | 56,940 | 1,067 | 0.0% | 0.0% | 109 | -1,331 | -2.28% | Q3 2026 | Nov 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 50,454 | 1,054 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 55,044 | 1,031 | 0.0% | 0.0% | 111 | +23,084 | 72.23% | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 49,247 | 1,029 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 54,152 | 1,014 | 0.0% | 0.0% | 113 | -83 | -0.15% | Q3 2026 | Nov 10, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 52,926 | 991 | 0.0% | 0.0% | 114 | +1,853 | 3.63% | Q3 2026 | Oct 29, 2026 |
| EntryPoint Capital, LLC | History | No change | 46,660 | 975 | 0.24% | 0.24% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 45,205 | 945 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 44,493 | 930 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 44,374 | 832 | 0.0% | 0.0% | 118 | -1,658 | -3.6% | Q3 2026 | Nov 09, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 38,396 | 802 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Added to | 42,788 | 801 | 0.03% | 0.03% | 120 | +4,348 | 11.31% | Q3 2026 | Oct 22, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 37,963 | 793 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 35,816 | 748 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 39,012 | 731 | 0.01% | 0.01% | 123 | -1,269 | -3.15% | Q3 2026 | Nov 09, 2026 |
| Metis Global Partners, LLC | History | No change | 34,824 | 728 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | New | 38,100 | 713 | 0.0% | — | 125 | +38,100 | New | Q3 2026 | Oct 30, 2026 |
| Arizona State Retirement System | History | Added to | 37,618 | 704 | 0.0% | 0.0% | 126 | +1,452 | 4.01% | Q3 2026 | Nov 03, 2026 |
| AMALGAMATED BANK | History | Reduced | 35,580 | 667 | 0.0% | 0.01% | 127 | -368 | -1.02% | Q3 2026 | Oct 23, 2026 |
| Atom Investors LP | History | No change | 31,785 | 664 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 34,894 | 653 | 0.01% | 0.01% | 129 | -490 | -1.38% | Q3 2026 | Oct 22, 2026 |
| Quadrature Capital Ltd | History | No change | 30,322 | 634 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 32,500 | 613 | 0.0% | 0.0% | 131 | +3,800 | 13.24% | Q3 2026 | Nov 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 32,230 | 604 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Hazelview Securities Inc. | History | Added to | 32,200 | 603 | 0.09% | 0.05% | 133 | +14,800 | 85.06% | Q3 2026 | Nov 09, 2026 |
| AlTi Global, Inc. | History | New | 2,975 | 600 | 0.01% | — | 134 | +2,975 | New | Q3 2026 | Nov 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 30,812 | 577 | 0.01% | 0.01% | 135 | +500 | 1.65% | Q3 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 30,465 | 570 | 0.01% | 0.01% | 136 | +10,931 | 55.96% | Q3 2026 | Nov 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 26,691 | 558 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 29,828 | 558 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 25,771 | 544 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 25,800 | 539 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 25,173 | 526 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFM Investors Pty Ltd | History | Added to | 27,644 | 518 | 0.0% | 0.0% | 142 | +5,816 | 26.64% | Q3 2026 | Oct 13, 2026 |
| Avalon Trust Co | History | No change | 24,000 | 501 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 24,136 | 457 | 0.0% | 0.0% | 144 | +21 | 0.09% | Q3 2026 | Oct 20, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 21,192 | 443 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 20,525 | 429 | 0.16% | 0.16% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenland Capital Management LP | History | No change | 20,000 | 418 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 18,670 | 390 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 20,144 | 377 | 0.03% | — | 150 | +20,144 | New | Q3 2026 | Nov 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 20,136 | 377 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| State of Wyoming | History | Added to | 19,892 | 372 | 0.03% | 0.03% | 151 | +6,987 | 54.14% | Q3 2026 | Oct 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 17,586 | 367 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 17,509 | 366 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | No change | 17,398 | 363 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 19,224 | 360 | 0.0% | 0.0% | 155 | -217 | -1.12% | Q3 2026 | Oct 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 16,032 | 335 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 15,913 | 332 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 15,716 | 328 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,084 | 301 | 0.0% | 0.0% | 159 | +3,990 | 32.99% | Q3 2026 | Nov 09, 2026 |
| UniSuper Management Pty Ltd | History | No change | 16,000 | 299 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 14,281 | 298 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 15,670 | 293 | 0.0% | 0.0% | 162 | +378 | 2.47% | Q3 2026 | Oct 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 13,996 | 292 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,742 | 287 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 13,624 | 284 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | Added to | 14,222 | 266 | 0.0% | 0.0% | 166 | +285 | 2.04% | Q3 2026 | Nov 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,395 | 259 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 13,638 | 255 | 0.0% | 0.0% | 168 | -68 | -0.5% | Q3 2026 | Nov 03, 2026 |
| CIBC WORLD MARKET INC. | History | New | 13,300 | 249 | 0.0% | — | 169 | +13,300 | New | Q3 2026 | Nov 10, 2026 |
| CIBC Asset Management Inc | History | Reduced | 12,430 | 232 | 0.0% | 0.0% | 170 | -80 | -0.64% | Q3 2026 | Nov 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 12,290 | 230 | 0.0% | 0.0% | 171 | +2,324 | 23.32% | Q3 2026 | Nov 09, 2026 |
| Inspire Advisors, LLC | History | No change | 10,673 | 223 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 10,500 | 219 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,361 | 216 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Vanderbilt University | History | New | 10,634 | 199 | 0.02% | — | 175 | +10,634 | New | Q3 2026 | Nov 02, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,502 | 198 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 9,188 | 192 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,312 | 155 | 0.0% | 0.0% | 178 | +1,390 | 20.08% | Q3 2026 | Nov 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 7,226 | 151 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIL Ltd | History | Added to | 8,015 | 150 | 0.0% | 0.0% | 180 | +5,349 | 200.64% | Q3 2026 | Nov 10, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 6,635 | 139 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 6,031 | 126 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,612 | 117 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 6,199 | 116 | 0.0% | — | 184 | +6,199 | New | Q3 2026 | Nov 10, 2026 |
| Bayforest Capital Ltd | History | Reduced | 4,863 | 91 | 0.13% | 0.34% | 185 | -12,884 | -72.6% | Q3 2026 | Nov 03, 2026 |
| KBC Group NV | History | No change | 4,733 | 89 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,235 | 79 | 0.0% | 0.0% | 187 | +3,329 | 367.44% | Q3 2026 | Oct 23, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,138 | 77 | 0.0% | 0.0% | 188 | -210 | -4.83% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,032 | 75 | 0.01% | 0.01% | 189 | +1,326 | 49.0% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,988 | 62 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 2,935 | 55 | 0.0% | 0.0% | 191 | +2,821 | 2474.56% | Q3 2026 | Oct 21, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 2,534 | 52 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 2,752 | 51 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 2,265 | 42 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,741 | 36 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,865 | 34 | 0.0% | 0.0% | 196 | +474 | 34.08% | Q3 2026 | Nov 05, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,741 | 32 | 0.0% | 0.0% | 197 | -17 | -0.97% | Q3 2026 | Oct 26, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,637 | 30 | 0.0% | 0.0% | 198 | +969 | 145.06% | Q3 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,300 | 24 | 0.0% | 0.0% | 200 | +715 | 122.22% | Q3 2026 | Nov 10, 2026 |
| UMB Bank, n.a. | History | Added to | 1,331 | 24 | 0.0% | 0.0% | 199 | +417 | 45.62% | Q3 2026 | Nov 06, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 1,047 | 21 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,066 | 19 | 0.0% | 0.0% | 204 | -512 | -32.45% | Q3 2026 | Oct 01, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,004 | 19 | 0.0% | 0.0% | 203 | -224 | -18.24% | Q3 2026 | Nov 09, 2026 |
| US BANCORP \DE\ | History | Added to | 1,041 | 19 | 0.0% | 0.0% | 202 | +113 | 12.18% | Q3 2026 | Nov 05, 2026 |
| Optiver Holding B.V. | History | No change | 916 | 19 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 860 | 18 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 928 | 17 | 0.0% | 0.0% | 207 | +59 | 6.79% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 849 | 15 | 0.0% | 0.0% | 208 | -257 | -23.24% | Q3 2026 | Nov 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 729 | 14 | 0.0% | 0.0% | 209 | -8 | -1.09% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 685 | 14 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elyxium Wealth, LLC | History | New | 741 | 13 | 0.0% | — | 211 | +741 | New | Q3 2026 | Oct 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 682 | 12 | 0.0% | 0.0% | 213 | +163 | 31.41% | Q3 2026 | Oct 28, 2026 |
| Global Retirement Partners, LLC | History | Added to | 671 | 12 | 0.0% | 0.0% | 214 | +98 | 17.1% | Q3 2026 | Nov 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 658 | 12 | 0.0% | 0.0% | 212 | -61 | -8.48% | Q3 2026 | Oct 05, 2026 |
| Allworth Financial LP | History | Added to | 456 | 9 | 0.0% | 0.0% | 215 | +45 | 10.95% | Q3 2026 | Nov 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 468 | 9 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 445 | 8 | 0.0% | 0.0% | 218 | +253 | 131.77% | Q3 2026 | Oct 29, 2026 |
| Bare Financial Services, Inc | History | Added to | 464 | 8 | 0.0% | 0.0% | 219 | +129 | 38.51% | Q3 2026 | Nov 04, 2026 |
| Fortis Group Advisors, LLC | History | No change | 450 | 8 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Root Financial Partners, LLC | History | New | 361 | 6 | 0.0% | — | 221 | +361 | New | Q3 2026 | Oct 21, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 367 | 6 | 0.0% | 0.0% | 220 | -4 | -1.08% | Q3 2026 | Oct 15, 2026 |
| Larson Financial Group LLC | History | Added to | 279 | 5 | 0.0% | 0.0% | 223 | +195 | 232.14% | Q3 2026 | Nov 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 274 | 5 | 0.0% | 0.0% | 222 | +146 | 114.06% | Q3 2026 | Nov 03, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 236 | 4 | 0.0% | — | 225 | +236 | New | Q3 2026 | Oct 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 263 | 4 | 0.0% | 0.0% | 224 | +14 | 5.62% | Q3 2026 | Oct 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 210 | 3 | 0.0% | 0.0% | 228 | -331 | -61.18% | Q3 2026 | Oct 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 201 | 3 | 0.0% | 0.0% | 226 | -53 | -20.87% | Q3 2026 | Nov 10, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 161 | 3 | 0.0% | 0.0% | 229 | +2 | 1.26% | Q3 2026 | Oct 28, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 145 | 3 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 190 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 194 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Geneos Wealth Management Inc. | History | New | 126 | 2 | 0.0% | — | 236 | +126 | New | Q3 2026 | Nov 09, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 112 | 2 | 0.0% | — | 237 | +112 | New | Q3 2026 | Oct 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 119 | 2 | 0.0% | — | 234 | +77 | 183.33% | Q3 2026 | Oct 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 128 | 2 | 0.0% | 0.0% | 233 | +58 | 82.86% | Q3 2026 | Oct 22, 2026 |
| High Note Wealth, LLC | History | No change | 118 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 87 | 1 | 0.0% | 0.0% | 239 | -41 | -32.03% | Q3 2026 | Nov 04, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 97 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Quent Capital, LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Monashee Investment Management LLC | History | Closed out | 0 | 0 | — | 3.0% | — | -85,385 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -39,473 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,475 | -100.0% | Q3 2026 | Nov 09, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -14,083 | -100.0% | Q3 2026 | Nov 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,060 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -56 | -84.85% | Q3 2026 | Nov 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 38 | 0 | — | — | — | +38 | New | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q3 2026 | Oct 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Nov 10, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2026 | Nov 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Nov 12, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2026 | Nov 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Davis Capital Management | History | Added to | 20 | 0 | — | — | — | +13 | 185.71% | Q3 2026 | Oct 08, 2026 |
| Ascentis Wealth Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Nov 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 22 | 0 | — | — | — | +4 | 22.22% | Q3 2026 | Oct 09, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 14, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Manchester Capital Management LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silicon Valley Capital Partners | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ankerstar Wealth, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rossby Financial, LCC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Signature Equity Partners, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |