CTO Realty Growth, Inc. - CTO
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 | 3,606,519 | 77,576 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,631,242 | 35,088 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,385,610 | 29,804 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,358,088 | 29,212 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,014,386 | 21,823 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 732,993 | 15,766 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | No change | 710,452 | 15,281 | 0.98% | 0.98% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cutler Capital Management, LLC | History | No change | 651,274 | 14,008 | 3.64% | 3.64% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 572,289 | 12,309 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 539,900 | 11,613 | 2.74% | 2.74% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 523,926 | 10,735 | 1.76% | 1.9% | 11 | -34,575 | -6.19% | Q3 2026 | Oct 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 460,124 | 9,890 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 458,208 | 9,856 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 458,075 | 9,853 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 477,157 | 9,777 | 0.0% | 0.0% | 15 | +8,134 | 1.73% | Q3 2026 | Nov 04, 2026 |
| INGALLS & SNYDER LLC | History | No change | 454,354 | 9,773 | 0.27% | 0.27% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 421,202 | 9,060 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Man Group plc | History | No change | 379,354 | 8,159 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 368,697 | 7,930 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 329,907 | 7,096 | 0.13% | 0.13% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 329,999 | 6,761 | 0.34% | 0.34% | 21 | -19,572 | -5.6% | Q3 2026 | Oct 23, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 309,068 | 6,332 | 0.02% | 0.02% | 22 | +10,000 | 3.34% | Q3 2026 | Nov 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 293,912 | 6,322 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 265,621 | 5,713 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 247,443 | 5,322 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 234,932 | 5,059 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 234,820 | 5,050 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 234,314 | 5,040 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 225,211 | 4,844 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 204,538 | 4,399 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Capital Corp | History | No change | 186,000 | 4,000 | 1.29% | 1.29% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 183,560 | 3,948 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 181,591 | 3,906 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 171,652 | 3,692 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 171,582 | 3,690 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 165,187 | 3,622 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 158,426 | 3,407 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 146,445 | 3,151 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 131,701 | 2,832 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 128,789 | 2,770 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 126,001 | 2,710 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FJ Capital Management LLC | History | No change | 120,922 | 2,601 | 0.34% | 0.34% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 116,998 | 2,516 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 112,860 | 2,427 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 100,820 | 2,168 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 97,937 | 2,106 | 0.31% | 0.31% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AEGON ASSET MANAGEMENT UK PLC | History | New | 101,522 | 2,080 | 0.02% | — | 47 | +101,522 | New | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 95,487 | 2,053 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 92,501 | 1,989 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 91,309 | 1,964 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 89,911 | 1,933 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 89,244 | 1,919 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 87,024 | 1,871 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 85,207 | 1,745 | 0.0% | — | 54 | +85,207 | New | Q3 2026 | Nov 02, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 80,997 | 1,659 | 0.0% | 0.0% | 55 | +2,301 | 2.92% | Q3 2026 | Nov 02, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 79,784 | 1,634 | 0.02% | 0.02% | 56 | +3,508 | 4.6% | Q3 2026 | Oct 20, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 73,003 | 1,571 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 72,400 | 1,557 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 70,727 | 1,521 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 70,454 | 1,515 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 66,376 | 1,360 | 0.03% | 0.03% | 61 | -12,536 | -15.89% | Q3 2026 | Oct 16, 2026 |
| Nuveen, LLC | History | No change | 63,264 | 1,360 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 61,737 | 1,327 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 61,606 | 1,325 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 61,175 | 1,315 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 60,538 | 1,302 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Penserra Capital Management LLC | History | No change | 60,371 | 1,298 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 57,644 | 1,239 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quantbot Technologies LP | History | No change | 55,145 | 1,186 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 54,751 | 1,177 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 51,566 | 1,109 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ellsworth Advisors, LLC | History | New | 53,239 | 1,090 | 0.18% | — | 73 | +53,239 | New | Q3 2026 | Oct 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 50,700 | 1,090 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Odyssean, LLC | History | No change | 50,314 | 1,082 | 0.18% | 0.18% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 50,461 | 1,033 | 0.0% | 0.0% | 75 | +6,827 | 15.65% | Q3 2026 | Oct 27, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 50,000 | 1,024 | 0.91% | 0.64% | 76 | +15,000 | 42.86% | Q3 2026 | Nov 03, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 47,545 | 1,022 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 46,219 | 994 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 41,019 | 882 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | No change | 40,448 | 870 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 39,893 | 817 | 0.0% | 0.0% | 81 | +10,430 | 35.4% | Q3 2026 | Oct 29, 2026 |
| SEI INVESTMENTS CO | History | No change | 37,899 | 815 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 39,072 | 800 | 0.06% | 0.05% | 83 | +14,047 | 56.13% | Q3 2026 | Oct 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 36,642 | 788 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 37,870 | 775 | 0.0% | 0.0% | 85 | +11,383 | 42.98% | Q3 2026 | Nov 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 35,929 | 772 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossingbridge Advisors, LLC | History | No change | 35,000 | 752 | 0.13% | 0.13% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 34,834 | 749 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | No change | 33,831 | 727 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 33,284 | 715 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 32,890 | 707 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 32,351 | 695 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 32,088 | 690 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 30,711 | 660 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 30,347 | 652 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 28,976 | 593 | 0.0% | 0.0% | 96 | +5,250 | 22.13% | Q3 2026 | Oct 29, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 27,213 | 585 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 28,898 | 534 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 24,278 | 522 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buckland Partners Management Co LLC | History | No change | 24,000 | 516 | 0.25% | 0.25% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 24,657 | 505 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 23,431 | 504 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 23,052 | 495 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 22,700 | 488 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 23,405 | 479 | 0.0% | 0.0% | 105 | +1,695 | 7.81% | Q3 2026 | Nov 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 22,236 | 478 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LDR Capital Management LLC | History | Added to | 23,233 | 476 | 0.59% | 0.57% | 107 | +324 | 1.41% | Q3 2026 | Oct 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 22,139 | 476 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Abel Hall, LLC | History | Reduced | 22,561 | 462 | 0.08% | 0.09% | 109 | -682 | -2.93% | Q3 2026 | Oct 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 20,828 | 448 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Jefferies Financial Group Inc. | History | No change | 20,613 | 443 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Worth Venture Partners, LLC | History | No change | 20,602 | 443 | 1.0% | 1.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 20,277 | 436 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 20,200 | 434 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,070 | 431 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 18,717 | 402 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 19,374 | 396 | 0.0% | 0.0% | 117 | +1,456 | 8.13% | Q3 2026 | Oct 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,061 | 391 | 0.0% | 0.0% | 118 | +132 | 0.7% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,047 | 390 | 0.0% | 0.0% | 119 | -1,951 | -9.29% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,700 | 380 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 17,116 | 368 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 16,822 | 361 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 16,680 | 358 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 16,570 | 356 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,044 | 350 | 0.0% | 0.0% | 125 | +1,230 | 7.78% | Q3 2026 | Oct 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 16,510 | 338 | 0.02% | 0.02% | 126 | -117 | -0.7% | Q3 2026 | Oct 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 16,092 | 329 | 0.01% | 0.01% | 127 | -564 | -3.39% | Q3 2026 | Oct 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 15,274 | 328 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 15,153 | 325 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 14,180 | 290 | 0.01% | 0.0% | 130 | +9,499 | 202.93% | Q3 2026 | Oct 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,898 | 284 | 0.0% | 0.0% | 131 | -1,305 | -8.58% | Q3 2026 | Nov 02, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 13,779 | 282 | 0.0% | — | 132 | +13,779 | New | Q3 2026 | Oct 20, 2026 |
| Sage Investment Counsel LLC | History | No change | 13,700 | 280 | 0.28% | 0.29% | 133 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| M&G Plc | History | No change | 13,894 | 277 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 12,644 | 276 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Values Added Financial LLC | History | No change | 13,225 | 270 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,097 | 260 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 11,957 | 257 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 11,971 | 257 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,790 | 253 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 11,514 | 247 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 11,609 | 237 | 0.0% | 0.0% | 142 | -450 | -3.73% | Q3 2026 | Nov 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,023 | 237 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | New | 11,476 | 235 | 0.0% | — | 144 | +11,476 | New | Q3 2026 | Oct 20, 2026 |
| Wealthspire Advisors, LLC | History | No change | 10,884 | 234 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Somerset Trust Co | History | No change | 11,417 | 233 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Wealth Architects, LLC | History | No change | 11,391 | 233 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 10,712 | 230 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 11,201 | 229 | 0.0% | 0.0% | 149 | +441 | 4.1% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 10,502 | 225 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 10,847 | 222 | 0.07% | 0.07% | 151 | -154 | -1.4% | Q3 2026 | Oct 23, 2026 |
| INCEPTIONR LLC | History | No change | 9,954 | 214 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 9,847 | 211 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 10,000 | 204 | 0.0% | 0.0% | 154 | +3,500 | 53.85% | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,613 | 186 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,303 | 157 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,826 | 146 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Reduced | 6,568 | 134 | 0.0% | 0.0% | 158 | -11,595 | -63.84% | Q3 2026 | Nov 04, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 5,568 | 119 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 3,303 | 71 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 3,235 | 69 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | Added to | 3,320 | 68 | 0.01% | 0.01% | 162 | +900 | 37.19% | Q3 2026 | Oct 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,010 | 64 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,964 | 63 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 2,868 | 58 | 0.0% | 0.0% | 166 | +660 | 29.89% | Q3 2026 | Oct 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,854 | 58 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,500 | 53 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,522 | 51 | 0.0% | 0.0% | 168 | +30 | 1.2% | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | No change | 2,211 | 47 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,008 | 40 | 0.0% | 0.0% | 170 | -1,850 | -47.95% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,650 | 35 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,172 | 24 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,070 | 23 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,088 | 23 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,076 | 23 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1,079 | 22 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Avion Wealth | History | No change | 1,071 | 21 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 949 | 19 | 0.0% | 0.0% | 180 | +148 | 18.48% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 901 | 19 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 885 | 19 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 806 | 17 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 779 | 16 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 775 | 15 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 717 | 14 | 0.0% | 0.0% | 184 | +49 | 7.34% | Q3 2026 | Oct 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 624 | 13 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 637 | 13 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 470 | 10 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 493 | 10 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 477 | 9 | 0.0% | — | 191 | +464 | 3569.23% | Q3 2026 | Oct 26, 2026 |
| Versant Capital Management, Inc | History | Added to | 470 | 9 | 0.0% | 0.0% | 190 | +49 | 11.64% | Q3 2026 | Oct 01, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 440 | 9 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Canton Hathaway, LLC | History | New | 400 | 8 | 0.0% | — | 194 | +400 | New | Q3 2026 | Oct 23, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 423 | 8 | 0.0% | 0.0% | 192 | +8 | 1.93% | Q3 2026 | Oct 26, 2026 |
| Ancora Advisors LLC | History | No change | 418 | 8 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 339 | 7 | 0.0% | 0.0% | 195 | +2 | 0.59% | Q3 2026 | Oct 22, 2026 |
| JNBA Financial Advisors | History | No change | 358 | 7 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Essential Partners LLC | History | Added to | 340 | 6 | 0.0% | 0.0% | 199 | +2 | 0.59% | Q3 2026 | Oct 14, 2026 |
| BESSEMER GROUP INC | History | No change | 299 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vision Retirement, LLC | History | No change | 300 | 6 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIMPLEX TRADING, LLC | History | New | 259 | 5 | 0.0% | — | 204 | +259 | New | Q3 2026 | Nov 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 277 | 5 | 0.0% | 0.0% | 200 | -179 | -39.25% | Q3 2026 | Oct 05, 2026 |
| ESL Trust Services, LLC | History | No change | 250 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 260 | 5 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Optiver Holding B.V. | History | No change | 258 | 5 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | New | 152 | 3 | 0.0% | — | 207 | +152 | New | Q3 2026 | Oct 27, 2026 |
| Bare Financial Services, Inc | History | No change | 159 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 146 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 110 | 2 | 0.0% | 0.0% | 211 | -161 | -59.41% | Q3 2026 | Oct 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 109 | 2 | 0.0% | 0.0% | 212 | -119 | -52.19% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 134 | 2 | 0.0% | 0.0% | 213 | +39 | 41.05% | Q3 2026 | Nov 04, 2026 |
| FIRST HORIZON CORP | History | No change | 102 | 2 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 122 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 108 | 2 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 107 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 39 | 1 | 0.0% | 0.01% | 218 | -543 | -93.3% | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 63 | 1 | 0.0% | — | 220 | +63 | New | Q3 2026 | Oct 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 64 | 1 | 0.0% | — | 219 | +18 | 39.13% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 78 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 97 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 66 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,336 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -44 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WPG Advisers, LLC | History | No change | 47 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |