Ardent Health, Inc. - ARDT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHAI TRUST CO LLC | History | No change | 77,246,499 | 760,105 | 52.26% | 52.26% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ventas, Inc. | History | No change | 9,342,501 | 91,930 | 100.0% | 100.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,176,348 | 21,415 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,110,599 | 20,768 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | No change | 1,580,423 | 15,526 | 0.9% | 0.9% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,447,810 | 14,246 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CastleKnight Management LP | History | No change | 1,076,967 | 10,597 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 963,833 | 9,484 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 841,126 | 8,276 | 0.15% | 0.15% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 620,947 | 6,111 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALGERT GLOBAL LLC | History | No change | 597,745 | 5,881 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 566,205 | 5,571 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 562,278 | 5,532 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 551,293 | 5,424 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 480,447 | 4,727 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 444,896 | 4,377 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 442,619 | 4,355 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 390,241 | 3,839 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | No change | 327,242 | 3,220 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MORGAN STANLEY | History | No change | 315,960 | 3,109 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 309,359 | 3,044 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 304,449 | 2,995 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 300,343 | 2,955 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 242,329 | 2,406 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 241,587 | 2,377 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 236,399 | 2,326 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 236,250 | 2,324 | 0.23% | 0.23% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 213,547 | 2,094 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 208,217 | 2,048 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 200,059 | 1,968 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 186,400 | 1,834 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 166,367 | 1,637 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 159,251 | 1,567 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 148,614 | 1,462 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 144,712 | 1,423 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 121,925 | 1,199 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | No change | 119,079 | 1,171 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 113,495 | 1,116 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 113,421 | 1,116 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 105,632 | 1,039 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 105,004 | 1,033 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 92,191 | 907 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | No change | 90,511 | 890 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 87,885 | 864 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 87,413 | 860 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trexquant Investment LP | History | No change | 84,406 | 830 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 81,911 | 806 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 78,372 | 771 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 71,900 | 707 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STRS OHIO | History | No change | 71,200 | 700 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lido Advisors, LLC | History | No change | 70,058 | 689 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 69,071 | 679 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 68,715 | 676 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 67,682 | 666 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 66,263 | 652 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 61,818 | 608 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 57,498 | 565 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 56,848 | 559 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 55,280 | 542 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 54,834 | 539 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 52,681 | 518 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 48,119 | 473 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 48,007 | 472 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 42,647 | 419 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 40,644 | 400 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 37,865 | 372 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 36,571 | 359 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 36,015 | 354 | 0.13% | 0.13% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 35,922 | 353 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 35,330 | 347 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 29,583 | 291 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 33,200 | 284 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 28,783 | 283 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 27,998 | 275 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 27,574 | 271 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Voleon Capital Management LP | History | No change | 27,506 | 270 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 24,962 | 251 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SEI INVESTMENTS CO | History | No change | 25,276 | 248 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 25,045 | 246 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 24,458 | 240 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | No change | 24,188 | 238 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 23,424 | 230 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 22,987 | 226 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | No change | 22,199 | 218 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 20,319 | 199 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,732 | 194 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 17,477 | 171 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 16,202 | 159 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 15,960 | 157 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,847 | 155 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 13,605 | 133 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 12,618 | 124 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| R Squared Ltd | History | No change | 12,193 | 119 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 12,000 | 118 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 10,813 | 106 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,847 | 106 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 10,500 | 103 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | No change | 10,196 | 100 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 10,000 | 98 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Monetary Solutions, Ltd | History | No change | 8,972 | 88 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Alaska, Department of Revenue | History | No change | 8,260 | 81 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 6,243 | 61 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,856 | 47 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 2,863 | 28 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,413 | 23 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 2,109 | 20 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 2,058 | 20 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 1,645 | 16 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,522 | 15 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,527 | 15 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 1,352 | 13 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,265 | 12 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,157 | 11 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 766 | 7 | 0.0% | 0.0% | 114 | -4,410 | -85.2% | Q3 2026 | Oct 08, 2026 |
| Essential Partners LLC | History | No change | 801 | 7 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 615 | 6 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 558 | 5 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sterling Capital Management LLC | History | No change | 475 | 4 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 451 | 4 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 499 | 4 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 324 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SIGNATUREFD, LLC | History | No change | 380 | 3 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 352 | 3 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 353 | 3 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GAMMA Investing LLC | History | Added to | 220 | 2 | 0.0% | 0.0% | 128 | +118 | 115.69% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 254 | 2 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 289 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | No change | 156 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 170 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| True Wealth Design, LLC | History | No change | 158 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |