ALEXANDERS INC - ALX
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 | 229,594 | 63,267 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 188,948 | 52,066 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 163,373 | 45,019 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 157,142 | 43,302 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 134,082 | 36,947 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | No change | 99,013 | 27,284 | 1.42% | 1.42% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 90,981 | 25,070 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 90,733 | 25,002 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 61,614 | 16,981 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 55,757 | 15,364 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 53,542 | 14,754 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 51,409 | 14,166 | 0.7% | 0.7% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 34,019 | 9,374 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 33,990 | 8,378 | 0.0% | 0.0% | 14 | -3 | -0.01% | Q3 2026 | Nov 04, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 28,274 | 7,791 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 28,244 | 7,783 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bulldog Investors, LLP | History | No change | 28,000 | 7,715 | 1.7% | 1.7% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 31,083 | 7,661 | 0.0% | 0.0% | 18 | -856 | -2.68% | Q3 2026 | Nov 04, 2026 |
| NORGES BANK | History | No change | 25,100 | 6,916 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 25,157 | 6,201 | 1.07% | 1.36% | 20 | -756 | -2.92% | Q3 2026 | Nov 03, 2026 |
| NORTHERN TRUST CORP | History | No change | 21,860 | 6,023 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 20,620 | 5,682 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 19,810 | 5,603 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marnell Management LLC | History | No change | 16,991 | 4,682 | 1.8% | 1.8% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 16,376 | 4,512 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 15,397 | 4,242 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 15,334 | 4,225 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 15,183 | 4,183 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 14,444 | 3,980 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 14,349 | 3,954 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,233 | 3,095 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 10,034 | 2,764 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 9,422 | 2,596 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 9,371 | 2,582 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 9,200 | 2,535 | 0.26% | 0.26% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 8,263 | 2,276 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 6,520 | 1,796 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,094 | 1,679 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 6,410 | 1,580 | 0.11% | 0.07% | 39 | +2,564 | 66.67% | Q3 2026 | Oct 22, 2026 |
| HSBC HOLDINGS PLC | History | No change | 5,300 | 1,489 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 5,373 | 1,481 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 5,229 | 1,440 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 5,142 | 1,416 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Penserra Capital Management LLC | History | No change | 4,996 | 1,376 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 4,934 | 1,359 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,672 | 1,287 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 4,421 | 1,218 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 4,400 | 1,212 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,318 | 1,189 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 4,080 | 1,124 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Mariner, LLC | History | No change | 4,029 | 1,110 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,999 | 986 | 0.01% | 0.0% | 52 | +1,327 | 49.66% | Q3 2026 | Oct 26, 2026 |
| UBS Group AG | History | No change | 3,509 | 966 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,495 | 963 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,196 | 880 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 2,894 | 797 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 2,985 | 735 | 0.0% | 0.0% | 57 | +244 | 8.9% | Q3 2026 | Oct 27, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 2,551 | 702 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 2,489 | 685 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,439 | 672 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Inspire Investing, LLC | History | Added to | 2,567 | 632 | 0.03% | 0.03% | 61 | +147 | 6.07% | Q3 2026 | Oct 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,099 | 578 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,066 | 569 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,051 | 565 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Militia Capital Management LLC | History | No change | 2,000 | 551 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 1,985 | 546 | 0.39% | 0.39% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,827 | 503 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 1,924 | 474 | 0.0% | 0.0% | 68 | +11 | 0.58% | Q3 2026 | Nov 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 1,709 | 470 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,680 | 462 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,604 | 441 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,825 | 431 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 1,678 | 413 | 0.0% | 0.0% | 73 | -786 | -31.9% | Q3 2026 | Oct 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 1,491 | 411 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| May Hill Capital, LLC | History | Reduced | 1,664 | 410 | 0.08% | 0.1% | 75 | -102 | -5.78% | Q3 2026 | Nov 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 1,475 | 406 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 1,394 | 384 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 1,340 | 369 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 1,225 | 337 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | No change | 1,154 | 317 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,139 | 313 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 1,271 | 311 | 0.0% | 0.0% | 82 | +210 | 19.79% | Q3 2026 | Oct 15, 2026 |
| Creative Planning | History | Added to | 1,254 | 309 | 0.0% | 0.0% | 83 | +239 | 23.55% | Q3 2026 | Nov 02, 2026 |
| Jupiter Topco LLC | History | No change | 1,003 | 277 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| H/2 CREDIT MANAGER LP | History | No change | 1,000 | 276 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 1,000 | 275 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 958 | 269 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| M&T BANK CORP | History | No change | 971 | 267 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 921 | 253 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 900 | 248 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 873 | 240 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 827 | 227 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 819 | 226 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 819 | 225 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 768 | 211 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 760 | 209 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 756 | 208 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daiwa Securities Group Inc. | History | No change | 814 | 200 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 605 | 166 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 552 | 152 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 600 | 147 | 0.0% | 0.0% | 101 | +200 | 50.0% | Q3 2026 | Oct 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 500 | 137 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 462 | 127 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestcor Inc | History | No change | 453 | 125 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 401 | 110 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 350 | 96 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BARCLAYS PLC | History | No change | 321 | 88 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 315 | 77 | 0.0% | 0.0% | 108 | -3 | -0.94% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 279 | 68 | 0.0% | 0.0% | 109 | +5 | 1.82% | Q3 2026 | Oct 23, 2026 |
| Quantbot Technologies LP | History | No change | 187 | 51 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 180 | 49 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 175 | 48 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 154 | 42 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 146 | 40 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 128 | 36 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 125 | 30 | 0.0% | 0.0% | 116 | +49 | 64.47% | Q3 2026 | Oct 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 108 | 29 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 103 | 28 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 91 | 25 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Wealth Management LLC | History | New | 100 | 24 | 0.0% | — | 120 | +100 | New | Q3 2026 | Oct 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 75 | 20 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 72 | 17 | 0.0% | 0.0% | 122 | +64 | 800.0% | Q3 2026 | Oct 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 70 | 17 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 64 | 15 | 0.0% | 0.0% | 124 | +3 | 4.92% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Added to | 58 | 14 | 0.0% | 0.0% | 125 | +20 | 52.63% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 55 | 13 | 0.0% | 0.0% | 126 | +9 | 19.57% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 48 | 13 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 51 | 12 | 0.0% | 0.0% | 128 | +11 | 27.5% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 34 | 9 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 33 | 8 | 0.0% | 0.0% | 130 | +23 | 230.0% | Q3 2026 | Oct 26, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | No change | 34 | 8 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 29 | 7 | 0.0% | — | 132 | +29 | New | Q3 2026 | Oct 21, 2026 |
| Versant Capital Management, Inc | History | New | 27 | 6 | 0.0% | — | 133 | +27 | New | Q3 2026 | Oct 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 21 | 5 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 15 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 15 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 18 | 4 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 17 | 4 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 16 | 3 | 0.0% | — | 141 | +16 | New | Q3 2026 | Oct 16, 2026 |
| Optiver Holding B.V. | History | No change | 14 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 14 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 10 | 2 | 0.0% | — | 145 | +10 | New | Q3 2026 | Nov 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 10 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 10 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quarry LP | History | No change | 10 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 146 | -8 | -57.14% | Q3 2026 | Oct 30, 2026 |
| Essential Partners LLC | History | Added to | 8 | 1 | 0.0% | 0.0% | 148 | +1 | 14.29% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -733 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 3 | 0 | — | 0.0% | — | -7 | -70.0% | Q3 2026 | Oct 28, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 30, 2026 |
| True Wealth Design, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 4 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |