BOSTON OMAHA Corp - BOC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAGNOLIA GROUP, LLC | History | No change | 5,589,253 | 76,237 | 16.01% | 12.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | History | No change | 2,444,473 | 33,342 | 4.55% | 4.95% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,789,928 | 24,414 | 0.0% | 0.0% | 3 | +238,064 | 15.34% | Q2 2026 | Aug 07, 2026 |
| Elgethun Capital Management | History | Added to | 1,461,947 | 19,940 | 2.78% | 2.82% | 4 | +3,955 | 0.27% | Q2 2026 | Jul 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,427,553 | 19,471 | 0.0% | 0.0% | 5 | -135,747 | -8.68% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 968,456 | 13,209 | 0.0% | 0.0% | 6 | -88,017 | -8.33% | Q2 2026 | Aug 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 934,876 | 12,751 | 0.34% | 0.31% | 7 | +17,266 | 1.88% | Q2 2026 | Jul 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 562,893 | 7,679 | 0.0% | 0.0% | 8 | +19,472 | 3.58% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 535,031 | 7,297 | 0.0% | 0.0% | 9 | +24,910 | 4.88% | Q2 2026 | Aug 07, 2026 |
| Nitor Capital Management LLC | History | Added to | 415,950 | 5,673 | 3.83% | 3.28% | 10 | +51,600 | 14.16% | Q2 2026 | Aug 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 394,243 | 5,377 | 0.01% | 0.01% | 11 | -18,236 | -4.42% | Q2 2026 | Aug 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 363,526 | 4,958 | 0.94% | 1.28% | 12 | -93,025 | -20.38% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 231,329 | 3,155 | 0.0% | 0.0% | 13 | +11,654 | 5.31% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 196,611 | 2,681 | 0.0% | 0.0% | 14 | +53,402 | 37.29% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 186,889 | 2,549 | 0.0% | 0.0% | 15 | +43,707 | 30.53% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 179,873 | 2,453 | 0.0% | 0.0% | 16 | +9,130 | 5.35% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 154,455 | 2,106 | 0.0% | 0.0% | 17 | +6,868 | 4.65% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 145,472 | 1,984 | 0.0% | 0.0% | 18 | +1,777 | 1.24% | Q2 2026 | Aug 13, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 140,932 | 1,922 | 0.18% | 0.19% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 95,895 | 1,308 | 0.72% | 0.67% | 20 | -5,852 | -5.75% | Q2 2026 | Aug 03, 2026 |
| Ironvine Capital Partners, LLC | History | Reduced | 89,758 | 1,224 | 0.11% | 0.55% | 21 | -335,686 | -78.9% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | Added to | 81,784 | 1,115 | 0.0% | 0.0% | 22 | +42,762 | 109.58% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 78,893 | 1,076 | 0.0% | 0.0% | 23 | +63,882 | 425.57% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 76,985 | 1,050 | 0.0% | — | 24 | +76,985 | New | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 65,517 | 893 | 0.0% | 0.0% | 25 | +7,586 | 13.09% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 62,181 | 848 | 0.0% | 0.0% | 26 | +6,347 | 11.37% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 59,911 | 817 | 0.0% | 0.0% | 27 | +23,707 | 65.48% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | Added to | 59,789 | 815 | 0.0% | 0.0% | 28 | +2,080 | 3.6% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 58,963 | 804 | 0.0% | 0.0% | 29 | +2,903 | 5.18% | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 55,623 | 758 | 0.0% | 0.0% | 30 | -3,895 | -6.54% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 55,325 | 754 | 0.0% | 0.0% | 31 | +17,838 | 47.58% | Q2 2026 | Aug 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 55,248 | 753 | 0.0% | 0.0% | 32 | +476 | 0.87% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 49,681 | 677 | 0.0% | — | 33 | +49,681 | New | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 49,414 | 674 | 0.0% | 0.0% | 34 | +13,736 | 38.5% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 47,057 | 641 | 0.0% | 0.0% | 35 | +15,289 | 48.13% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 42,991 | 586 | 0.0% | 0.0% | 36 | +13,685 | 46.7% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 42,603 | 581 | 0.0% | 0.0% | 37 | +30,856 | 262.67% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 41,643 | 568 | 0.0% | 0.0% | 38 | -28,757 | -40.85% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 41,072 | 560 | 0.01% | 0.0% | 39 | +28,197 | 219.01% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 36,470 | 497 | 0.03% | — | 40 | +36,470 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 35,339 | 482 | 0.0% | 0.0% | 41 | +13,370 | 60.86% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 28,966 | 395 | 0.0% | 0.0% | 42 | -240 | -0.82% | Q2 2026 | Aug 11, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 27,890 | 380 | 0.02% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flagstone Financial Management | History | Added to | 24,775 | 337 | 0.08% | 0.07% | 44 | +560 | 2.31% | Q2 2026 | Jul 21, 2026 |
| Invesco Ltd. | History | Added to | 23,502 | 320 | 0.0% | 0.0% | 45 | +7,983 | 51.44% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Added to | 22,913 | 312 | 0.08% | 0.07% | 46 | +2,588 | 12.73% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 22,753 | 310 | 0.0% | 0.0% | 47 | +18,082 | 387.11% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 22,533 | 307 | 0.0% | 0.0% | 48 | -14,564 | -39.26% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 21,503 | 293 | 0.0% | 0.0% | 49 | +5,077 | 30.91% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | New | 20,500 | 279 | 0.0% | — | 50 | +20,500 | New | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 20,069 | 273 | 0.0% | 0.0% | 51 | +18,124 | 931.83% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,270 | 271 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 19,857 | 270 | 0.0% | 0.0% | 53 | -5,111 | -20.47% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,599 | 267 | 0.0% | 0.0% | 54 | +9,767 | 99.34% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | New | 18,821 | 256 | 0.0% | — | 55 | +18,821 | New | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 18,588 | 253 | 0.0% | 0.0% | 56 | -219 | -1.16% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 17,518 | 239 | 0.0% | 0.0% | 57 | +641 | 3.8% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 17,213 | 234 | 0.0% | — | 58 | +17,213 | New | Q2 2026 | Aug 06, 2026 |
| Waterloo Capital, L.P. | History | New | 16,800 | 229 | 0.01% | — | 59 | +16,800 | New | Q2 2026 | Jul 29, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 16,436 | 224 | 0.0% | 0.0% | 60 | +1,704 | 11.57% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 15,040 | 205 | 0.01% | 0.01% | 61 | -230 | -1.51% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 14,963 | 204 | 0.0% | — | 62 | +14,963 | New | Q2 2026 | Aug 19, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 13,892 | 189 | 0.0% | 0.0% | 63 | +11,569 | 498.02% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 13,472 | 183 | 0.0% | 0.0% | 64 | +8,645 | 179.1% | Q2 2026 | Aug 03, 2026 |
| Covestor Ltd | History | Added to | 12,541 | 171 | 0.1% | 0.1% | 65 | +647 | 5.44% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 12,506 | 170 | 0.0% | 0.0% | 66 | -270 | -2.11% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 12,400 | 169 | 0.0% | — | 67 | +12,400 | New | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 11,905 | 162 | 0.0% | 0.0% | 68 | -456 | -3.69% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | New | 10,726 | 146 | 0.0% | — | 69 | +10,726 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 10,590 | 142 | 0.0% | 0.0% | 70 | +1,739 | 19.65% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 10,148 | 138 | 0.0% | 0.0% | 71 | -219 | -2.11% | Q2 2026 | Aug 14, 2026 |
| BFSG, LLC | History | No change | 8,745 | 119 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 7,925 | 108 | 0.0% | 0.0% | 73 | -4,921 | -38.31% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,555 | 89 | 0.0% | 0.0% | 74 | +4,550 | 226.93% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 6,298 | 85 | 0.0% | 0.0% | 75 | +2,132 | 51.18% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 5,743 | 78 | 0.0% | 0.0% | 76 | +3,800 | 195.57% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,581 | 76 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,008 | 68 | 0.0% | 0.0% | 78 | +4,309 | 616.45% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,469 | 60 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 4,250 | 57 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,005 | 54 | 0.0% | 0.0% | 81 | +1,522 | 61.3% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,761 | 38 | 0.0% | 0.0% | 82 | -43 | -1.53% | Q2 2026 | Aug 14, 2026 |
| Security National Bank | History | No change | 2,800 | 38 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,439 | 33 | 0.0% | 0.0% | 84 | +889 | 57.35% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,278 | 31 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,103 | 28 | 0.0% | 0.0% | 87 | +250 | 13.49% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,093 | 28 | 0.0% | 0.0% | 86 | -28 | -1.32% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 1,989 | 27 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,549 | 21 | 0.0% | 0.01% | 90 | -14,213 | -90.17% | Q2 2026 | Aug 14, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 500 | 21 | 0.02% | — | 89 | +430 | 614.29% | Q2 2026 | Jul 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,507 | 20 | 0.0% | — | 91 | +1,505 | 75250.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 956 | 13 | 0.0% | 0.0% | 93 | +409 | 74.77% | Q2 2026 | Jul 07, 2026 |
| State of Alaska, Department of Revenue | History | No change | 972 | 13 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kilter Group LLC | History | No change | 772 | 10 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 730 | 9 | 0.0% | 0.0% | 95 | +112 | 18.12% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 595 | 8 | 0.0% | — | 96 | +562 | 1703.03% | Q2 2026 | Jul 17, 2026 |
| Grove Bank & Trust | History | New | 500 | 6 | 0.0% | — | 97 | +500 | New | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | Reduced | 425 | 5 | 0.0% | 0.0% | 99 | -283 | -39.97% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 420 | 5 | 0.0% | 0.0% | 98 | -260 | -38.24% | Q2 2026 | Jul 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 394 | 5 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 369 | 5 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 303 | 4 | 0.0% | 0.0% | 103 | -875 | -74.28% | Q2 2026 | Aug 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 361 | 4 | 0.0% | 0.0% | 102 | +128 | 54.94% | Q2 2026 | Aug 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 300 | 4 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| North Star Investment Management Corp. | History | No change | 295 | 4 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 362 | 4 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 179 | 2 | 0.0% | — | 113 | +179 | New | Q2 2026 | Aug 04, 2026 |
| Parallel Advisors, LLC | History | New | 172 | 2 | 0.0% | — | 112 | +172 | New | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | New | 151 | 2 | 0.0% | — | 111 | +151 | New | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 206 | 2 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 212 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 215 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | New | 132 | 1 | 0.0% | — | 119 | +132 | New | Q2 2026 | Jul 02, 2026 |
| ASSETMARK, INC | History | New | 103 | 1 | 0.0% | — | 118 | +103 | New | Q2 2026 | Jul 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 91 | 1 | 0.0% | 0.0% | 116 | +5 | 5.81% | Q2 2026 | Jul 22, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 75 | 1 | 0.0% | — | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 75 | 1 | 0.0% | — | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 120 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.24% | — | -930,190 | -100.0% | Q2 2026 | Jul 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -46,016 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q2 2026 | Aug 12, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -80 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | New | 54 | 0 | — | — | — | +54 | New | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 53 | 0 | — | — | — | +46 | 657.14% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | Added to | 55 | 0 | — | — | — | +39 | 243.75% | Q2 2026 | Aug 10, 2026 |
| Missouri Trust & Investment Co | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 36 | 0 | — | — | — | +36 | New | Q2 2026 | Aug 12, 2026 |
| NorthAvenue LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Jul 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 73 | 0 | — | — | — | +15 | 25.86% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Added to | 9 | 0 | — | — | — | +7 | 350.0% | Q2 2026 | Jul 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Trust Asset Management, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blue Trust, Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Abound Wealth Management | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bullock Wealth Management Group | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |