Curbline Properties Corp. - CURB
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 | 17,478,234 | 531,338 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 13,322,680 | 405,010 | 0.27% | 0.27% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 9,388,833 | 285,420 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 5,549,842 | 169,625 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 5,158,636 | 143,564 | 0.07% | 0.08% | 5 | +13,946 | 0.27% | Q3 2026 | Nov 02, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,303,420 | 130,823 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 4,111,760 | 124,997 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 3,749,290 | 113,978 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,709,673 | 112,774 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 3,457,221 | 105,099 | 0.27% | 0.27% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 3,528,390 | 98,195 | 0.18% | 0.2% | 11 | +232,024 | 7.04% | Q3 2026 | Oct 29, 2026 |
| COHEN & STEERS, INC. | History | No change | 2,871,094 | 87,281 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,741,740 | 83,364 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,705,757 | 82,255 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,534,262 | 77,041 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRS Advisors, LLC | History | No change | 2,414,069 | 73,387 | 6.2% | 6.2% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,226,686 | 67,691 | 0.51% | 0.51% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 2,214,635 | 67,324 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,044,247 | 62,145 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,987,340 | 60,415 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AEW CAPITAL MANAGEMENT L P | History | No change | 1,913,410 | 58,167 | 3.48% | 3.48% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,652,171 | 50,225 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 1,543,939 | 46,975 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,469,974 | 40,909 | 0.01% | 0.01% | 24 | +47,779 | 3.36% | Q3 2026 | Nov 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 1,343,529 | 40,843 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,257,241 | 38,220 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | No change | 1,208,438 | 36,736 | 2.36% | 2.36% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 1,188,393 | 36,127 | 0.14% | 0.14% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Land & Buildings Investment Management, LLC | History | No change | 1,094,291 | 33,266 | 5.7% | 5.7% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,080,435 | 32,845 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 1,069,540 | 32,514 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 936,701 | 28,475 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 885,941 | 26,934 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 816,518 | 24,822 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aberdeen Group plc | History | No change | 816,056 | 24,808 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BESSEMER GROUP INC | History | No change | 809,240 | 24,600 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 799,761 | 24,312 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 755,672 | 23,769 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 776,478 | 23,604 | 0.31% | 0.31% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 751,200 | 22,836 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 726,005 | 22,070 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 660,376 | 20,075 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 647,055 | 19,670 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 604,968 | 18,391 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 590,327 | 17,945 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 558,203 | 16,969 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HSBC HOLDINGS PLC | History | No change | 527,672 | 16,049 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 522,404 | 15,881 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 502,192 | 15,266 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 495,293 | 15,056 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 494,259 | 15,025 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Conversant Capital LLC | History | No change | 474,000 | 14,409 | 1.69% | 1.69% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 470,177 | 14,293 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 465,043 | 14,137 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 439,458 | 12,230 | 0.12% | 0.13% | 55 | -1,517 | -0.34% | Q3 2026 | Oct 23, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 393,489 | 11,962 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 383,607 | 11,661 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 380,930 | 10,601 | 0.0% | 0.0% | 58 | +66,846 | 21.28% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 474,219 | 10,209 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 333,622 | 10,142 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 289,727 | 8,807 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 250,509 | 7,615 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 248,958 | 7,568 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEMENT CAPITAL MANAGEMENT LLC | History | No change | 230,153 | 6,996 | 0.22% | 0.22% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 219,012 | 6,657 | 0.22% | 0.22% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 216,932 | 6,594 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 189,760 | 5,768 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BAMCO INC /NY/ | History | No change | 189,643 | 5,765 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 206,614 | 5,750 | 0.01% | 0.01% | 69 | +22,814 | 12.41% | Q3 2026 | Oct 27, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 185,900 | 5,651 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss National Bank | History | No change | 185,600 | 5,642 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 178,956 | 5,440 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 173,900 | 5,286 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 170,681 | 5,188 | 0.17% | 0.17% | 74 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ghisallo Capital Management LLC | History | No change | 162,074 | 4,927 | 0.1% | 0.1% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSI Capital Advisors LLC | History | No change | 160,019 | 4,864 | 2.29% | 2.29% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 158,264 | 4,811 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 156,820 | 4,767 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CI INVESTMENTS INC. | History | No change | 152,766 | 4,644 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | No change | 150,000 | 4,560 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 141,403 | 4,298 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 129,629 | 3,940 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 147,389 | 3,801 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 135,291 | 3,787 | 0.0% | — | 84 | +135,291 | New | Q3 2026 | Oct 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 123,289 | 3,748 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 118,606 | 3,605 | 0.34% | 0.34% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 117,830 | 3,582 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTPAC BANKING CORP | History | No change | 116,447 | 3,539 | 0.22% | 0.22% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 125,478 | 3,492 | 0.01% | 0.02% | 89 | -23,543 | -15.8% | Q3 2026 | Nov 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 112,267 | 3,412 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Hudson Bay Capital Management LP | History | No change | 102,074 | 3,103 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 101,427 | 3,083 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 100,000 | 3,040 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 104,786 | 2,916 | 0.0% | 0.0% | 94 | +1,745 | 1.69% | Q3 2026 | Oct 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 103,173 | 2,871 | 0.01% | 0.01% | 95 | +8,013 | 8.42% | Q3 2026 | Nov 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 92,806 | 2,821 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 91,646 | 2,786 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 98,195 | 2,732 | 0.0% | 0.0% | 98 | +14,313 | 17.06% | Q3 2026 | Nov 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 88,019 | 2,675 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 87,892 | 2,671 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 86,813 | 2,639 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diametric Capital, LP | History | No change | 83,181 | 2,528 | 0.27% | 0.27% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 78,362 | 2,382 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Quantbot Technologies LP | History | No change | 77,290 | 2,349 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 75,771 | 2,303 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Maven Securities LTD | History | No change | 75,000 | 2,280 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 74,522 | 2,265 | 0.86% | 0.86% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 73,263 | 2,227 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greenland Capital Management LP | History | No change | 71,150 | 2,162 | 0.27% | 0.27% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 76,555 | 2,130 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 74,830 | 2,080 | 0.02% | 0.03% | 111 | -11,344 | -13.16% | Q3 2026 | Oct 15, 2026 |
| Quadrature Capital Ltd | History | No change | 67,698 | 2,058 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 67,358 | 2,047 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 66,120 | 2,010 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 60,621 | 1,842 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paralel Advisors LLC | History | No change | 60,000 | 1,824 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 63,548 | 1,768 | 0.0% | 0.0% | 117 | +6,041 | 10.5% | Q3 2026 | Oct 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 54,498 | 1,656 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 53,080 | 1,613 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 52,159 | 1,585 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 50,684 | 1,540 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK INVESTMENTS L P | History | No change | 50,000 | 1,520 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| Hound Partners, LLC | History | No change | 50,000 | 1,520 | 0.18% | 0.18% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 48,913 | 1,486 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 48,339 | 1,469 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 50,729 | 1,411 | 0.02% | 0.02% | 126 | +248 | 0.49% | Q3 2026 | Nov 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 45,831 | 1,393 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 45,616 | 1,386 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 42,718 | 1,332 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 47,537 | 1,323 | 0.45% | 0.48% | 130 | -57 | -0.12% | Q3 2026 | Nov 04, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 46,762 | 1,301 | 0.3% | 0.31% | 131 | +895 | 1.95% | Q3 2026 | Nov 04, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 45,100 | 1,255 | 0.02% | 0.02% | 132 | +2,500 | 5.87% | Q3 2026 | Oct 20, 2026 |
| Man Group plc | History | No change | 41,223 | 1,253 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 38,073 | 1,157 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 36,600 | 1,113 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 35,081 | 1,066 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 34,854 | 1,059 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perpetual Ltd | History | Reduced | 37,057 | 1,031 | 0.02% | 0.02% | 138 | -2,830 | -7.1% | Q3 2026 | Oct 13, 2026 |
| Quantinno Capital Management LP | History | No change | 32,036 | 973 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 29,215 | 888 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hazelview Securities Inc. | History | No change | 29,000 | 879 | 0.12% | 0.12% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 28,299 | 860 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 27,534 | 837 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Reduced | 29,300 | 815 | 0.0% | 0.02% | 144 | -115,400 | -79.75% | Q3 2026 | Oct 30, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 28,883 | 803 | 0.01% | 0.0% | 145 | +7,232 | 33.4% | Q3 2026 | Oct 20, 2026 |
| Arizona State Retirement System | History | Added to | 28,099 | 781 | 0.0% | 0.0% | 146 | +2,618 | 10.27% | Q3 2026 | Nov 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 27,799 | 773 | 0.01% | 0.01% | 147 | +1,858 | 7.16% | Q3 2026 | Oct 22, 2026 |
| Metis Global Partners, LLC | History | No change | 25,325 | 769 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 27,368 | 762 | 0.0% | 0.0% | 149 | +100 | 0.37% | Q3 2026 | Oct 22, 2026 |
| AMALGAMATED BANK | History | Added to | 27,252 | 758 | 0.01% | 0.01% | 150 | +1,116 | 4.27% | Q3 2026 | Oct 23, 2026 |
| Vanderbilt University | History | Added to | 26,939 | 749 | 0.09% | 0.09% | 151 | +5,768 | 27.24% | Q3 2026 | Nov 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 24,164 | 735 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MACQUARIE GROUP LTD | History | No change | 23,646 | 718 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 23,495 | 714 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 23,284 | 708 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 23,213 | 705 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atom Investors LP | History | No change | 22,887 | 695 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 22,646 | 688 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 22,330 | 679 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moran Wealth Management, LLC | History | Added to | 24,253 | 674 | 0.02% | 0.02% | 160 | +1,411 | 6.18% | Q3 2026 | Oct 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 21,817 | 663 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 23,774 | 661 | 0.01% | 0.01% | 162 | +1,700 | 7.7% | Q3 2026 | Oct 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 21,318 | 648 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 21,050 | 642 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 20,705 | 629 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFM Investors Pty Ltd | History | Added to | 21,247 | 591 | 0.0% | 0.0% | 166 | +5,368 | 33.81% | Q3 2026 | Oct 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 18,954 | 576 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 18,924 | 575 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 18,910 | 574 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 18,672 | 568 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 18,195 | 553 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,125 | 520 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 18,270 | 508 | 0.0% | — | 173 | +18,270 | New | Q3 2026 | Oct 30, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 17,368 | 483 | 0.0% | 0.0% | 174 | +3,335 | 23.77% | Q3 2026 | Nov 03, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 15,466 | 470 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMA Capital LLC | History | No change | 15,000 | 456 | 0.19% | 0.19% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Massar Capital Management, LP | History | No change | 14,778 | 449 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 14,516 | 441 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 14,122 | 429 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | Added to | 14,779 | 411 | 0.0% | 0.0% | 180 | +676 | 4.79% | Q3 2026 | Oct 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 13,942 | 388 | 0.01% | 0.01% | 181 | -443 | -3.08% | Q3 2026 | Oct 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 12,373 | 376 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 12,063 | 367 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 13,050 | 363 | 0.0% | 0.0% | 185 | +1,400 | 12.02% | Q3 2026 | Oct 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,940 | 363 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 12,970 | 360 | 0.0% | 0.0% | 186 | +1,405 | 12.15% | Q3 2026 | Nov 02, 2026 |
| FJ Capital Management LLC | History | No change | 11,806 | 358 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 11,680 | 355 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 11,693 | 355 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 11,628 | 353 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 10,743 | 298 | 0.0% | — | 191 | +10,743 | New | Q3 2026 | Oct 21, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,476 | 288 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| XPONANCE LLC | History | Added to | 10,175 | 283 | 0.0% | 0.0% | 193 | +165 | 1.65% | Q3 2026 | Nov 03, 2026 |
| Pensionfund Sabic | History | No change | 10,000 | 278 | 0.34% | 0.33% | 194 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,126 | 277 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,990 | 273 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,012 | 273 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 8,581 | 260 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 8,501 | 258 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 8,750 | 243 | 0.01% | 0.01% | 200 | +1,787 | 25.66% | Q3 2026 | Oct 14, 2026 |
| LPL Financial LLC | History | No change | 7,709 | 234 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,686 | 233 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 8,081 | 224 | 0.0% | 0.01% | 203 | -14,469 | -64.16% | Q3 2026 | Oct 13, 2026 |
| Sophron Capital Management L.P. | History | No change | 7,208 | 219 | 0.07% | 0.07% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,106 | 216 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,664 | 202 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 5,736 | 174 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FEDERATED HERMES, INC. | History | No change | 5,500 | 167 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Reduced | 4,780 | 133 | 0.01% | 0.04% | 210 | -7,562 | -61.27% | Q3 2026 | Oct 28, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 4,383 | 133 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,646 | 110 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,958 | 89 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 3,000 | 83 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,866 | 80 | 0.0% | 0.0% | 214 | +12 | 0.42% | Q3 2026 | Oct 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,455 | 77 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,289 | 63 | 0.01% | 0.01% | 216 | +111 | 5.1% | Q3 2026 | Oct 27, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,114 | 58 | 0.0% | 0.0% | 217 | +118 | 5.91% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 1,822 | 55 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,762 | 53 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Added to | 1,759 | 48 | 0.0% | 0.0% | 220 | +125 | 7.65% | Q3 2026 | Oct 08, 2026 |
| FIL Ltd | History | No change | 1,369 | 41 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,417 | 39 | 0.0% | 0.0% | 222 | +1 | 0.07% | Q3 2026 | Nov 03, 2026 |
| LRI Investments, LLC | History | No change | 1,250 | 38 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | No change | 1,184 | 35 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Covestor Ltd | History | Reduced | 1,218 | 34 | 0.02% | 0.02% | 225 | -124 | -9.24% | Q3 2026 | Oct 30, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,235 | 34 | 0.0% | 0.0% | 226 | -9 | -0.72% | Q3 2026 | Oct 26, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,044 | 31 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 985 | 27 | 0.01% | 0.0% | 228 | +526 | 114.6% | Q3 2026 | Nov 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 950 | 26 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| US BANCORP \DE\ | History | No change | 800 | 24 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 785 | 23 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 723 | 22 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Smartleaf Asset Management LLC | History | No change | 727 | 22 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 718 | 21 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 672 | 20 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 678 | 18 | 0.0% | 0.0% | 236 | +448 | 194.78% | Q3 2026 | Oct 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 623 | 17 | 0.0% | 0.0% | 237 | +212 | 51.58% | Q3 2026 | Oct 23, 2026 |
| UMB Bank, n.a. | History | No change | 538 | 16 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 524 | 15 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 491 | 14 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 474 | 13 | 0.0% | 0.0% | 241 | -28,573 | -98.37% | Q3 2026 | Oct 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 478 | 13 | 0.0% | 0.0% | 242 | +43 | 9.89% | Q3 2026 | Nov 04, 2026 |
| Optiver Holding B.V. | History | No change | 456 | 13 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 438 | 12 | 0.0% | 0.0% | 244 | +105 | 31.53% | Q3 2026 | Oct 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 404 | 11 | 0.0% | 0.0% | 245 | +12 | 3.06% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 350 | 9 | 0.0% | 0.0% | 246 | +30 | 9.38% | Q3 2026 | Oct 01, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 300 | 8 | 0.0% | 0.0% | 247 | +100 | 50.0% | Q3 2026 | Nov 04, 2026 |
| MATHER GROUP, LLC. | History | No change | 248 | 6 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Capital Analysts, LLC | History | No change | 202 | 6 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 216 | 6 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 203 | 5 | 0.0% | 0.0% | 251 | -15 | -6.88% | Q3 2026 | Nov 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 156 | 4 | 0.0% | 0.0% | 254 | -226 | -59.16% | Q3 2026 | Oct 28, 2026 |
| UMB Private Wealth Management, LLC | History | New | 161 | 4 | 0.0% | — | 256 | +161 | New | Q3 2026 | Oct 19, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 145 | 4 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 156 | 4 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 154 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| IFP Advisors, Inc | History | No change | 122 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 113 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 100 | 2 | 0.0% | — | 263 | +100 | New | Q3 2026 | Oct 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 103 | 2 | 0.0% | 0.0% | 259 | +44 | 74.58% | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 79 | 2 | 0.0% | 0.0% | 260 | +15 | 23.44% | Q3 2026 | Oct 27, 2026 |
| CVA Family Office, LLC | History | No change | 76 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 86 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 48 | 1 | 0.0% | — | 266 | +36 | 300.0% | Q3 2026 | Oct 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 50 | 1 | 0.0% | 0.0% | 265 | -30 | -37.5% | Q3 2026 | Oct 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 69 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ankerstar Wealth, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Brooklands Fund Management Ltd | History | Closed out | 0 | 0 | — | 0.39% | — | -16,286 | -100.0% | Q3 2026 | Oct 28, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,022 | -100.0% | Q3 2026 | Oct 28, 2026 |
| LANARK FINANCIAL, INC. | History | New | 33 | 0 | — | — | — | +33 | New | Q3 2026 | Oct 26, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Oct 23, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Asset Dedication, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Nov 02, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Oct 28, 2026 |
| ASSETMARK, INC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 21, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SJS Investment Consulting Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 26, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 30, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 23, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q3 2026 | Oct 19, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Blume Capital Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Dunhill Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Kilter Group LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |