BEYOND MEAT, INC. - BYND
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 20,814,556 | 15,610 | 0.0% | — | 1 | +20,814,556 | New | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,232,906 | 11,099 | 0.01% | 0.01% | 2 | -5,370,837 | -81.33% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,763,205 | 9,572 | 0.0% | 0.0% | 3 | +5,427,068 | 73.98% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Reduced | 9,004,290 | 6,753 | 0.0% | 0.0% | 4 | -19,606,384 | -68.53% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 8,872,291 | 6,654 | 0.0% | 0.0% | 5 | +5,366,944 | 153.11% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 8,099,727 | 6,074 | 0.0% | 0.0% | 6 | -5,917,029 | -42.21% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 6,850,918 | 5,138 | 0.0% | 0.0% | 7 | -1,458,849 | -17.56% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,381,311 | 4,788 | 0.0% | 0.0% | 8 | -4,320,398 | -40.37% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,916,080 | 3,687 | 0.0% | — | 9 | +4,916,080 | New | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,815,900 | 3,611 | 0.0% | 0.0% | 10 | -1,300,700 | -21.27% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,422,509 | 3,316 | 0.0% | 0.0% | 11 | +3,379,138 | 323.87% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,399,100 | 3,299 | 0.0% | 0.0% | 12 | -825,800 | -15.81% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 3,958,800 | 2,969 | 0.0% | 0.0% | 13 | +507,500 | 14.7% | Q2 2026 | Aug 13, 2026 |
| Weiss Asset Management LP | History | New | 3,447,280 | 2,585 | 0.03% | — | 14 | +3,447,280 | New | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | No change | 3,400,000 | 2,550 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 3,136,638 | 2,352 | 0.0% | — | 16 | +3,136,638 | New | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,038,889 | 2,279 | 0.0% | 0.0% | 17 | -568,787 | -15.77% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 2,770,448 | 2,077 | 0.0% | 0.0% | 18 | -225,100 | -7.51% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,552,037 | 1,914 | 0.0% | 0.0% | 19 | +2,275,592 | 823.16% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 2,549,809 | 1,912 | 0.0% | 0.0% | 20 | -5,829,030 | -69.57% | Q2 2026 | Sep 22, 2026 |
| Marathon Trading Investment Management LLC | History | Reduced | 2,433,577 | 1,825 | 0.06% | 0.06% | 21 | -614,863 | -20.17% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 2,298,600 | 1,723 | 0.0% | 0.0% | 22 | +625,000 | 37.34% | Q2 2026 | Aug 06, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 2,242,573 | 1,681 | 0.01% | 0.01% | 23 | -608,891 | -21.35% | Q2 2026 | Aug 03, 2026 |
| Squarepoint Ops LLC | History | New | 2,067,203 | 1,550 | 0.0% | — | 24 | +2,067,203 | New | Q2 2026 | Aug 14, 2026 |
| GMT CAPITAL CORP | History | No change | 1,974,500 | 1,480 | 0.08% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 1,962,400 | 1,471 | 0.0% | — | 26 | +1,962,400 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,940,410 | 1,455 | 0.0% | 0.0% | 27 | +1,355,600 | 231.8% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 1,905,900 | 1,429 | 0.0% | 0.0% | 28 | +155,700 | 8.9% | Q2 2026 | Jul 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,273,676 | 1,289 | 0.0% | 0.0% | 29 | +1,146,878 | 904.49% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,243,647 | 932 | 0.0% | 0.0% | 30 | -1,998,827 | -61.65% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 1,243,738 | 932 | 0.0% | 0.01% | 31 | -388,009 | -23.78% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 981,167 | 735 | 0.0% | 0.0% | 32 | -121,890 | -11.05% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 878,731 | 659 | 0.01% | 0.0% | 33 | +794,773 | 946.63% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 863,693 | 647 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 834,314 | 625 | 0.0% | 0.0% | 35 | +660,685 | 380.52% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 661,842 | 510 | 0.0% | 0.0% | 36 | +628,398 | 1878.96% | Q2 2026 | Aug 14, 2026 |
| Shay Capital LLC | History | Added to | 644,329 | 483 | 0.03% | 0.03% | 37 | +131,355 | 25.61% | Q2 2026 | Aug 14, 2026 |
| DBA TRADING, LLC | History | No change | 681,400 | 478 | 0.24% | 0.24% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 577,500 | 433 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 576,797 | 404 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 525,193 | 393 | 0.0% | 0.0% | 41 | -362,667 | -40.85% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 520,659 | 390 | 0.0% | 0.0% | 42 | +437,686 | 527.5% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 436,281 | 327 | 0.0% | 0.0% | 43 | +137,765 | 46.15% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 404,592 | 303 | 0.0% | 0.0% | 44 | +33,863 | 9.13% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | New | 400,000 | 300 | 0.0% | — | 45 | +400,000 | New | Q2 2026 | Aug 12, 2026 |
| Gagnon Advisors, LLC | History | New | 388,880 | 291 | 0.19% | — | 46 | +388,880 | New | Q2 2026 | Aug 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 382,618 | 286 | 0.01% | — | 47 | +382,618 | New | Q2 2026 | Jul 13, 2026 |
| Mariner, LLC | History | Added to | 358,158 | 268 | 0.0% | 0.0% | 48 | +42,892 | 13.61% | Q2 2026 | Aug 13, 2026 |
| COATUE MANAGEMENT LLC | History | Reduced | 299,885 | 224 | 0.0% | 0.0% | 49 | -43,508 | -12.67% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 290,489 | 217 | 0.0% | 0.0% | 50 | -152,507 | -34.43% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 278,500 | 208 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | Reduced | 231,700 | 173 | 0.01% | 0.01% | 52 | -145,300 | -38.54% | Q2 2026 | Aug 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Added to | 219,178 | 164 | 0.0% | 0.0% | 53 | +36,223 | 19.8% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 207,206 | 155 | 0.0% | 0.0% | 54 | +204,466 | 7462.26% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 206,210 | 154 | 0.0% | 0.0% | 55 | +69,028 | 50.32% | Q2 2026 | Aug 19, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 192,575 | 144 | 0.0% | 0.0% | 56 | +48,908 | 34.04% | Q2 2026 | Jul 22, 2026 |
| Vanguard Global Advisers, LLC | History | New | 180,234 | 135 | 0.0% | — | 57 | +180,234 | New | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Reduced | 160,645 | 120 | 0.0% | 0.0% | 58 | -20,713 | -11.42% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 177,074 | 116 | 0.0% | 0.0% | 59 | -117,955 | -39.98% | Q2 2026 | Jul 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 148,412 | 111 | 0.0% | — | 60 | +148,412 | New | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 141,654 | 106 | 0.0% | 0.0% | 61 | +25,428 | 21.88% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 140,069 | 105 | 0.0% | 0.0% | 62 | -13,228 | -8.63% | Q2 2026 | Aug 07, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 136,400 | 102 | 0.01% | — | 63 | +136,400 | New | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 135,044 | 101 | 0.0% | 0.0% | 64 | -93,249 | -40.85% | Q2 2026 | Aug 06, 2026 |
| J. Safra Sarasin Holding AG | History | New | 128,292 | 96 | 0.0% | — | 65 | +128,292 | New | Q2 2026 | Jul 31, 2026 |
| Jain Global LLC | History | New | 122,707 | 92 | 0.0% | — | 66 | +122,707 | New | Q2 2026 | Aug 14, 2026 |
| PenderFund Capital Management Ltd. | History | New | 118,700 | 89 | 0.01% | — | 67 | +118,700 | New | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | New | 118,537 | 88 | 0.0% | — | 68 | +118,537 | New | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 115,832 | 86 | 0.0% | 0.0% | 69 | -12,632 | -9.83% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 113,109 | 84 | 0.0% | 0.0% | 70 | +83,472 | 281.65% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 109,072 | 81 | 0.0% | 0.0% | 71 | -903,916 | -89.23% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 109,154 | 81 | 0.0% | 0.0% | 72 | +65,145 | 148.03% | Q2 2026 | Sep 08, 2026 |
| Creative Planning | History | Reduced | 106,936 | 80 | 0.0% | 0.0% | 73 | -61,803 | -36.63% | Q2 2026 | Aug 13, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 112,586 | 75 | 0.04% | 0.06% | 74 | -29,244 | -20.62% | Q2 2026 | Jul 16, 2026 |
| Hudson Bay Capital Management LP | History | New | 95,440 | 71 | 0.0% | — | 75 | +95,440 | New | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | New | 94,635 | 70 | 0.0% | — | 76 | +94,635 | New | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 92,083 | 69 | 0.0% | 0.0% | 77 | +17,245 | 23.04% | Q2 2026 | Aug 11, 2026 |
| Optas, LLC | History | No change | 90,000 | 67 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 83,906 | 62 | 0.0% | 0.0% | 80 | -123,408 | -59.53% | Q2 2026 | Jul 17, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 83,743 | 62 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One68 Global Capital, LLC | History | New | 80,000 | 60 | 0.13% | — | 81 | +80,000 | New | Q2 2026 | Aug 17, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 80,633 | 59 | 0.0% | 0.0% | 82 | -2,300 | -2.77% | Q2 2026 | Aug 14, 2026 |
| Alpine Global Management, LLC | History | Reduced | 826 | 54 | 0.01% | 0.01% | 83 | -7,282 | -89.81% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 68,294 | 51 | 0.0% | 0.0% | 85 | +38,528 | 129.44% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | Reduced | 68,984 | 51 | 0.0% | 0.0% | 84 | -29,409 | -29.89% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 67,515 | 50 | 0.0% | 0.0% | 86 | -53,220 | -44.08% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 65,750 | 49 | 0.0% | 0.0% | 87 | +15,750 | 31.5% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 63,506 | 47 | 0.0% | 0.0% | 88 | -13,092 | -17.09% | Q2 2026 | Jul 20, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 60,000 | 45 | 0.0% | — | 89 | +60,000 | New | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 57,633 | 43 | 0.0% | 0.0% | 91 | +17,615 | 44.02% | Q2 2026 | Aug 11, 2026 |
| Banco Santander, S.A. | History | No change | 57,752 | 43 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 57,290 | 42 | 0.0% | 0.0% | 92 | +7,008 | 13.94% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 52,640 | 40 | 0.0% | 0.0% | 93 | -253,062 | -82.78% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 51,002 | 38 | 0.0% | 0.0% | 94 | +20,070 | 64.88% | Q2 2026 | Aug 14, 2026 |
| Simplify Asset Management Inc. | History | New | 49,780 | 37 | 0.0% | — | 95 | +49,780 | New | Q2 2026 | Jul 16, 2026 |
| State of Wyoming | History | Added to | 46,122 | 34 | 0.0% | 0.0% | 96 | +7,134 | 18.3% | Q2 2026 | Aug 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 40,144 | 30 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | Added to | 37,525 | 28 | 0.0% | 0.0% | 98 | +23,000 | 158.35% | Q2 2026 | Jul 30, 2026 |
| Krilogy Financial LLC | History | Reduced | 35,890 | 26 | 0.0% | 0.0% | 99 | -43,343 | -54.7% | Q2 2026 | Jul 27, 2026 |
| Gotham Asset Management, LLC | History | New | 32,751 | 24 | 0.0% | — | 101 | +32,751 | New | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 27,458 | 24 | 0.0% | 0.0% | 100 | +7,649 | 38.61% | Q2 2026 | Aug 12, 2026 |
| Laurion Capital Management LP | History | New | 31,491 | 23 | 0.0% | — | 103 | +31,491 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 31,597 | 23 | 0.0% | 0.0% | 102 | -2,493 | -7.31% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Added to | 29,763 | 22 | 0.0% | — | 104 | +28,664 | 2608.19% | Q2 2026 | Aug 14, 2026 |
| 111 Capital | History | Added to | 30,387 | 22 | 0.0% | 0.0% | 106 | +17,105 | 128.78% | Q2 2026 | Aug 04, 2026 |
| Leonteq Securities AG | History | Reduced | 30,660 | 22 | 0.0% | 0.0% | 105 | -1,272 | -3.98% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 30,420 | 21 | 0.0% | 0.0% | 107 | -243,562 | -88.9% | Q2 2026 | Aug 12, 2026 |
| Marex Group Ltd | History | Reduced | 26,689 | 20 | 0.0% | 0.0% | 109 | -29,879 | -52.82% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | New | 27,182 | 20 | 0.0% | — | 111 | +27,182 | New | Q2 2026 | Aug 27, 2026 |
| HRT FINANCIAL LP | History | New | 26,900 | 20 | 0.0% | — | 110 | +26,900 | New | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,120 | 20 | 0.0% | 0.0% | 108 | +7,143 | 35.76% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 25,576 | 19 | 0.0% | 0.0% | 112 | -357 | -1.38% | Q2 2026 | Jul 24, 2026 |
| Jefferies Financial Group Inc. | History | New | 25,215 | 18 | 0.0% | — | 114 | +25,215 | New | Q2 2026 | Aug 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 24,223 | 18 | 0.0% | 0.0% | 113 | +1,000 | 4.31% | Q2 2026 | Jul 15, 2026 |
| Walleye Trading LLC | History | Reduced | 23,555 | 17 | 0.0% | 0.0% | 115 | -13,085 | -35.71% | Q2 2026 | Aug 03, 2026 |
| SummitTX Capital, L.P. | History | New | 21,400 | 16 | 0.0% | — | 118 | +21,400 | New | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 22,170 | 16 | 0.0% | 0.0% | 117 | +10,707 | 93.4% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 22,114 | 16 | 0.0% | 0.0% | 116 | -3,254 | -12.83% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 21,108 | 15 | 0.0% | 0.0% | 119 | +19,486 | 1201.36% | Q2 2026 | Aug 07, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 20,136 | 15 | 0.0% | 0.0% | 120 | +61 | 0.3% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | New | 19,562 | 14 | 0.0% | — | 123 | +19,562 | New | Q2 2026 | Aug 13, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 19,600 | 14 | 0.0% | 0.0% | 122 | +6,300 | 47.37% | Q2 2026 | Aug 04, 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | History | No change | 19,000 | 14 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | Reduced | 17,596 | 13 | 0.0% | 0.0% | 128 | -12,236 | -41.02% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 17,665 | 13 | 0.0% | 0.0% | 124 | +4,875 | 38.12% | Q2 2026 | Aug 12, 2026 |
| Parcion Private Wealth LLC | History | Added to | 18,103 | 13 | 0.0% | 0.0% | 125 | +217 | 1.21% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 18,775 | 13 | 0.0% | 0.0% | 127 | -100 | -0.53% | Q2 2026 | Jul 27, 2026 |
| Falcon Wealth Planning | History | Added to | 18,032 | 13 | 0.0% | 0.0% | 126 | +30 | 0.17% | Q2 2026 | Jul 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 17,167 | 12 | 0.0% | 0.0% | 130 | -18,321 | -51.63% | Q2 2026 | Aug 12, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | New | 16,276 | 12 | 0.0% | — | 131 | +16,276 | New | Q2 2026 | Jul 27, 2026 |
| Quantessence Capital LLC | History | New | 16,263 | 12 | 0.04% | — | 132 | +16,263 | New | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Added to | 16,670 | 12 | 0.0% | 0.0% | 129 | +4,655 | 38.74% | Q2 2026 | Jul 24, 2026 |
| SG Americas Securities, LLC | History | New | 15,018 | 11 | 0.0% | — | 135 | +15,018 | New | Q2 2026 | Aug 07, 2026 |
| Opus Capital Group, LLC | History | New | 15,000 | 11 | 0.0% | — | 136 | +15,000 | New | Q2 2026 | Jul 31, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 15,276 | 11 | 0.0% | 0.0% | 134 | -6,616 | -30.22% | Q2 2026 | Aug 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 15,267 | 11 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CIBC Asset Management Inc | History | New | 14,026 | 10 | 0.0% | — | 137 | +14,026 | New | Q2 2026 | Aug 03, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 13,265 | 9 | 0.0% | 0.0% | 138 | -14,518 | -52.25% | Q2 2026 | Jul 15, 2026 |
| Ground Swell Capital, LLC | History | New | 12,437 | 9 | 0.01% | — | 140 | +12,437 | New | Q2 2026 | Aug 05, 2026 |
| Fielder Capital Group LLC | History | New | 12,335 | 9 | 0.0% | — | 141 | +12,335 | New | Q2 2026 | Aug 06, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 13,041 | 9 | 0.0% | 0.0% | 139 | -935 | -6.69% | Q2 2026 | Aug 06, 2026 |
| Bull Harbor Capital LLC | History | Reduced | 11,015 | 8 | 0.0% | 0.0% | 146 | -11,280 | -50.59% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | New | 10,906 | 8 | 0.0% | — | 147 | +10,906 | New | Q2 2026 | Aug 13, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 11,205 | 8 | 0.0% | 0.0% | 145 | -2,602 | -18.85% | Q2 2026 | Jul 27, 2026 |
| Rathbones Group PLC | History | Reduced | 11,489 | 8 | 0.0% | 0.0% | 142 | -150 | -1.29% | Q2 2026 | Jul 23, 2026 |
| Mint Tower Capital Management B.V. | History | No change | 10,000 | 8 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 11,915 | 8 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EASTERN BANK | History | New | 10,000 | 7 | 0.0% | — | 150 | +10,000 | New | Q2 2026 | Jul 01, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 10,000 | 7 | 0.0% | 0.0% | 149 | -500 | -4.76% | Q2 2026 | Aug 07, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 10,000 | 7 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | Added to | 8,214 | 6 | 0.0% | 0.0% | 151 | +5,456 | 197.82% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 8,135 | 6 | 0.0% | 0.0% | 152 | -551 | -6.34% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 7,675 | 5 | 0.0% | 0.03% | 154 | -112,368 | -93.61% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | New | 6,995 | 5 | 0.0% | — | 155 | +6,995 | New | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 7,300 | 5 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortitude Family Office, LLC | History | New | 6,133 | 4 | 0.0% | — | 157 | +6,133 | New | Q2 2026 | Jul 20, 2026 |
| Altshuler Shaham Ltd | History | Added to | 5,400 | 4 | 0.0% | 0.0% | 156 | +1,800 | 50.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 4,852 | 3 | 0.0% | — | 159 | +4,616 | 1955.93% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,199 | 3 | 0.0% | 0.0% | 158 | -589 | -10.18% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,058 | 2 | 0.0% | 0.0% | 160 | -158,184 | -98.1% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,032 | 2 | 0.0% | — | 163 | +3,032 | New | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 2,696 | 2 | 0.0% | 0.0% | 162 | +881 | 48.54% | Q2 2026 | Jul 16, 2026 |
| Penserra Capital Management LLC | History | Added to | 2,893 | 2 | 0.0% | 0.0% | 161 | +566 | 24.32% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 2,471 | 1 | 0.0% | — | 172 | +2,471 | New | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,447 | 1 | 0.0% | 0.0% | 170 | -2,189 | -60.2% | Q2 2026 | Jul 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,715 | 1 | 0.0% | 0.0% | 164 | -1,919 | -52.81% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,665 | 1 | 0.0% | 0.0% | 167 | -950 | -26.28% | Q2 2026 | Aug 12, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 1,775 | 1 | 0.0% | 0.0% | 171 | -100 | -5.33% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,749 | 1 | 0.0% | 0.0% | 166 | +75 | 4.48% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,403 | 1 | 0.0% | — | 165 | +25 | 1.81% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,964 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 750 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Skaana Management L.P. | History | Closed out | 0 | 0 | — | 0.27% | — | -1,130,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sculptor Capital LP | History | Closed out | 0 | 0 | — | 0.0% | — | -517,400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 428 | 0 | — | 0.0% | — | -413,768 | -99.9% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 76 | 0 | — | 0.0% | — | -307,954 | -99.98% | Q2 2026 | Aug 07, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -214,432 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -191,235 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -168,491 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139,182 | -100.0% | Q2 2026 | Aug 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -120,900 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -115,477 | -100.0% | Q2 2026 | Sep 09, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113,021 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -102,043 | -100.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -100,666 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -97,340 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -73,408 | -100.0% | Q2 2026 | Jul 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71,317 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,735 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,847 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,462 | -100.0% | Q2 2026 | Jul 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,028 | -100.0% | Q2 2026 | Jul 15, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,925 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -34,238 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31,122 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 34 | 0 | — | 0.0% | — | -30,381 | -99.89% | Q2 2026 | Aug 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,279 | -100.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,787 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Caerus Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,391 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,845 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,678 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,254 | -100.0% | Q2 2026 | Aug 04, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,180 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,106 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,753 | -100.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,376 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,153 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,866 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,831 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,972 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,162 | -100.0% | Q2 2026 | Aug 11, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -12,045 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,611 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,905 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,119 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,887 | -100.0% | Q2 2026 | Jul 29, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -1,869 | -100.0% | Q2 2026 | Aug 24, 2026 |
| Graney & King, LLC | History | Reduced | 45 | 0 | — | 0.0% | — | -1,800 | -97.56% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 160 | 0 | — | — | — | -1,000 | -86.21% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -827 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 110 | 0 | — | — | — | -824 | -88.22% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 931 | 0 | — | — | — | +416 | 80.78% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | New | 300 | 0 | — | — | — | +300 | New | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | New | 229 | 0 | — | — | — | +229 | New | Q2 2026 | Aug 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 870 | 0 | — | — | — | -150 | -14.71% | Q2 2026 | Aug 12, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | — | — | -145 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -130 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | — | — | -126 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 114 | 0 | — | — | — | +113 | 11300.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | Reduced | 573 | 0 | — | — | — | -100 | -14.86% | Q2 2026 | Aug 14, 2026 |
| Guardian Partners Inc. | History | New | 100 | 0 | — | — | — | +100 | New | Q2 2026 | Jul 29, 2026 |
| Bullock Wealth Management Group | History | New | 100 | 0 | — | — | — | +100 | New | Q2 2026 | Aug 19, 2026 |
| Erste Asset Management GmbH | History | New | 85 | 0 | — | — | — | +85 | New | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advocate Investing Services LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 35 | 0 | — | — | — | -36 | -50.7% | Q2 2026 | Aug 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 9 | 0 | — | — | — | -30 | -76.92% | Q2 2026 | Aug 05, 2026 |
| Vanguard National Trust Co | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Bernard Wealth Management Corp. | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q2 2026 | Aug 21, 2026 |
| ASSETMARK, INC | History | New | 27 | 0 | — | — | — | +27 | New | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 245 | 0 | — | — | — | -25 | -9.26% | Q2 2026 | Aug 13, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2026 | Jul 21, 2026 |
| LifeSteps Financial, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 17, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 160 | 0 | — | — | — | -2 | -1.23% | Q2 2026 | Jul 22, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 261 | 0 | — | — | — | -1 | -0.38% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 615 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Advisors | History | No change | 339 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Advisors | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,295 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Darwin Wealth Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BFSG, LLC | History | No change | 210 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TrinityBridge Ltd | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Research Corp | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Larson Financial Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Key FInancial Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighMark Wealth Management LLC | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 135 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Newton One Investments LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Addison Advisors LLC | History | No change | 206 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,115 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Peterson Wealth Services | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Byrne Asset Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SWAN Capital LLC | History | No change | 400 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 128 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rossby Financial, LCC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 800 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Napier Financial, LLC | History | No change | 118 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 115 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |