Mission Produce, Inc. - AVO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
Rubric Capital Management LP History No change 5,981,953 70,527 0.65% 0.65% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 4,775,250 56,300 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History No change 4,078,717 48,090 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 11, 2026
Fourth Sail Capital LP History No change 3,976,272 46,880 7.1% 7.1% 4 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,402,632 28,327 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,620,381 19,104 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,519,752 17,921 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 1,423,029 16,777 0.0% 0.0% 8 0 0.0% Q2 2026 Sep 22, 2026
Platform Wealth Management, LLC History No change 1,045,703 12,328 4.51% 4.51% 9 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,021,951 12,048 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 813,100 9,586 0.44% 0.44% 11 0 0.0% Q2 2026 Aug 11, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 614,402 7,243 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 580,308 6,841 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 545,834 6,435 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 539,248 6,357 0.0% 0.0% 15 0 0.0% Q2 2026 Sep 02, 2026
NUANCE INVESTMENTS, LLC History No change 501,087 5,907 1.01% 1.01% 16 0 0.0% Q2 2026 Aug 07, 2026
GAMCO INVESTORS, INC. ET AL History No change 463,452 5,464 0.05% 0.05% 17 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 453,391 5,345 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 438,550 5,170 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
Slotnik Capital, LLC History No change 420,000 4,951 1.28% 1.28% 20 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 386,530 4,557 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
HEARTLAND ADVISORS INC History No change 329,279 3,882 0.17% 0.17% 22 0 0.0% Q2 2026 Aug 11, 2026
National Philanthropic Trust History No change 318,175 3,751 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 311,295 3,670 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 286,823 3,381 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 284,225 3,351 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 282,084 3,325 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Alberta Investment Management Corp History No change 275,539 3,248 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 269,286 3,174 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 06, 2026
Squarepoint Ops LLC History No change 240,553 2,836 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 229,742 2,708 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 213,417 2,516 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 27, 2026
Ancora Advisors LLC History No change 213,190 2,513 0.05% 0.05% 33 0 0.0% Q2 2026 Aug 14, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 211,750 2,496 0.23% 0.23% 34 0 0.0% Q2 2026 Jul 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 203,807 2,402 0.0% 0.0% 35 0 0.0% Q2 2026 Jul 29, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 169,679 2,000 0.13% 0.13% 36 0 0.0% Q2 2026 Jul 31, 2026
Lido Advisors, LLC History No change 160,155 1,888 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 07, 2026
Invesco Ltd. History No change 159,516 1,880 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
VARCOV Co. History No change 151,794 1,789 0.68% 0.68% 39 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 127,987 1,508 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 119,672 1,410 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 111,670 1,316 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 110,997 1,308 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 110,800 1,306 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 11, 2026
RBF Capital, LLC History No change 104,410 1,230 0.05% 0.05% 45 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 98,656 1,163 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 10, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 96,471 1,137 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 88,954 1,048 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 88,106 1,038 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 13, 2026
GABELLI FUNDS LLC History No change 77,354 912 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 75,991 895 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History No change 72,691 857 0.12% 0.12% 52 0 0.0% Q2 2026 Aug 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 71,427 842 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 68,641 809 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Teton Advisors, LLC History No change 67,355 794 0.46% 0.46% 55 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 67,121 791 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 61,641 726 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 24, 2026
D. E. Shaw & Co., Inc. History No change 60,951 718 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 59,043 712 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 50,495 694 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 58,715 692 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 57,365 676 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 03, 2026
Inspire Investing, LLC History No change 56,197 662 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 12, 2026
Freestone Grove Partners LP History No change 54,116 638 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 51,659 609 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Resolute Capital Asset Partners LLC History No change 50,000 589 0.25% 0.25% 66 0 0.0% Q2 2026 Aug 14, 2026
Parvin Asset Management, LLC History No change 47,839 564 0.44% 0.44% 67 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 47,355 558 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 47,068 554 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 45,838 541 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 45,170 532 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 44,053 519 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 44,020 518 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 41,686 491 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 38,723 456 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 38,384 452 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History No change 38,194 450 0.0% 0.0% 77 0 0.0% Q2 2026 Jul 28, 2026
PINNACLE ASSOCIATES LTD History No change 38,061 448 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 03, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 37,509 442 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 04, 2026
DRW Securities, LLC History No change 35,013 412 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
Garden State Investment Advisory Services LLC History No change 34,835 410 0.07% 0.07% 81 0 0.0% Q2 2026 Aug 11, 2026
MARSHALL WACE, LLP History No change 34,507 406 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 33,699 397 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
EntryPoint Capital, LLC History No change 33,595 396 0.1% 0.1% 84 0 0.0% Q2 2026 Aug 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 32,175 379 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 12, 2026
Gallagher Fiduciary Advisors, LLC History No change 28,359 334 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 28,224 332 0.0% 0.0% 87 0 0.0% Q2 2026 Jul 28, 2026
Capital Advantage, Inc. History No change 26,384 311 0.04% 0.04% 88 0 0.0% Q2 2026 Jul 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 26,399 311 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 26,409 311 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 26,302 310 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Fruth Investment Management History No change 24,000 282 0.07% 0.07% 92 0 0.0% Q2 2026 Jul 10, 2026
Vanguard Global Advisers, LLC History No change 22,594 266 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 21,859 257 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 20,304 239 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
FFT WEALTH MANAGEMENT LLC History No change 18,330 216 0.03% 0.03% 96 0 0.0% Q2 2026 Jul 27, 2026
Jupiter Topco LLC History No change 18,210 214 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 18,016 212 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 16,906 199 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 16,671 196 0.0% 0.0% 100 0 0.0% Q2 2026 Sep 09, 2026
SEI INVESTMENTS CO History No change 15,267 180 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 15,330 180 0.0% 0.0% 102 0 0.0% Q2 2026 Jul 29, 2026
Arizona State Retirement System History No change 15,236 179 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 07, 2026
FEDERATED HERMES, INC. History No change 15,000 176 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 14,052 165 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 13,216 155 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 12,463 146 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 11,902 140 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 03, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 11,738 138 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 12, 2026
Walleye Trading LLC History No change 11,700 137 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 03, 2026
IMC-Chicago, LLC History No change 11,111 130 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Investments Australia, Ltd. History No change 10,542 124 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
TCI Wealth Advisors, Inc. History No change 10,224 120 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 29, 2026
SANDERS MORRIS HARRIS LLC History No change 10,000 117 0.07% 0.07% 114 0 0.0% Q2 2026 Jul 07, 2026
KLP KAPITALFORVALTNING AS History No change 9,800 115 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
VIRTUS ADVISERS, LLC History No change 8,979 105 0.04% 0.04% 116 0 0.0% Q2 2026 Aug 11, 2026
Aster Capital Management (DIFC) Ltd History No change 8,874 104 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 8,805 103 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 7,791 91 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 7,129 84 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 6,176 72 0.01% 0.01% 121 0 0.0% Q2 2026 Jul 31, 2026
ROYAL BANK OF CANADA History No change 5,988 71 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 4,932 58 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 4,756 56 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 4,135 48 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 11, 2026
Leonteq Securities AG History No change 4,133 48 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 27, 2026
State of Alaska, Department of Revenue History No change 3,906 46 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 20, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,715 44 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 10, 2026
Quantbot Technologies LP History No change 3,742 44 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History No change 3,473 40 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 07, 2026
Arax Advisory Partners History No change 2,512 29 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 2,205 25 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,000 23 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History No change 1,483 17 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 04, 2026
Rockefeller Capital Management L.P. History No change 1,246 14 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 1,124 13 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 05, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,163 13 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,000 13 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 27, 2026
Sterling Capital Management LLC History No change 1,155 13 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 1,012 11 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 17, 2026
JONES FINANCIAL COMPANIES LLLP History No change 851 10 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 769 9 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 07, 2026
BNP Paribas Asset Management Holding S.A. History No change 787 9 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History No change 715 9 0.0% 0.0% 144 0 0.0% Q3 2026 Oct 01, 2026
Costello Asset Management, INC History No change 733 8 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 605 7 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 476 6 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 460 5 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 414 4 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 23, 2026
SJS Investment Consulting Inc. History No change 401 4 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 22, 2026
Smartleaf Asset Management LLC History No change 391 4 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 329 3 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 190 2 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 210 2 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 24, 2026
Optiver Holding B.V. History No change 239 2 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 105 1 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 31, 2026
ASSETMARK, INC History No change 149 1 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 30, 2026
Anchor Investment Management, LLC History No change 116 1 0.0% 0.0% 158 0 0.0% Q2 2026 Sep 15, 2026
JPL Wealth Management, LLC History No change 127 1 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 157 1 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 40 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 45 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
Transamerica Financial Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 57 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Wealth Planning Services, Inc. History No change 48 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SBI Securities Co., Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History No change 35 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Quarry LP History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 10, 2026