Easterly Government Properties, Inc. - DEA
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 | 8,014,109 | 199,791 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,790,482 | 69,566 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,477,287 | 61,768 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,950,854 | 48,634 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 1,532,586 | 38,207 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,366,245 | 34,066 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,243,235 | 30,993 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,030,664 | 25,694 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,022,878 | 25,500 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,004,137 | 25,033 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 865,831 | 21,585 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 834,221 | 20,797 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 636,491 | 16,063 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 561,901 | 14,008 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 557,006 | 13,886 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 563,539 | 13,073 | 0.0% | 0.0% | 16 | +69,303 | 14.02% | Q3 2026 | Nov 04, 2026 |
| Nuveen, LLC | History | No change | 498,370 | 12,424 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 419,013 | 10,445 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 378,675 | 9,440 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 359,828 | 8,348 | 0.73% | 0.78% | 20 | +6,816 | 1.93% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 331,400 | 8,261 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 292,768 | 7,298 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 291,723 | 7,272 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 290,275 | 7,236 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 289,715 | 7,222 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 281,503 | 7,017 | 1.43% | 1.43% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 257,092 | 6,409 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 243,321 | 6,065 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 236,139 | 5,478 | 0.02% | 0.02% | 29 | -2,515 | -1.05% | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 206,048 | 5,136 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foresight Group Ltd Liability Partnership | History | No change | 198,278 | 4,989 | 0.9% | 0.9% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 214,486 | 4,976 | 0.0% | 0.0% | 32 | -70,662 | -24.78% | Q3 2026 | Nov 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 192,864 | 4,808 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 189,741 | 4,730 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 185,539 | 4,625 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 174,709 | 4,355 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 168,766 | 4,207 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 151,934 | 3,787 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 151,375 | 3,773 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CSM Advisors, LLC | History | No change | 137,580 | 3,431 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 133,838 | 3,336 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 126,701 | 3,158 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 124,746 | 3,120 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 122,399 | 3,052 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 122,317 | 3,049 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 120,516 | 3,004 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 118,837 | 2,962 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 103,131 | 2,571 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 104,141 | 2,416 | 0.06% | 0.06% | 49 | +11,725 | 12.69% | Q3 2026 | Oct 07, 2026 |
| Edgestream Partners, L.P. | History | No change | 94,826 | 2,364 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 94,205 | 2,348 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 93,806 | 2,338 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Swiss National Bank | History | No change | 88,364 | 2,202 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 86,926 | 2,167 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 73,248 | 1,826 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 70,380 | 1,754 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 69,701 | 1,737 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TT Capital Management LLC | History | Added to | 67,262 | 1,560 | 1.14% | 1.2% | 58 | +5,400 | 8.73% | Q3 2026 | Oct 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 61,127 | 1,523 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 60,874 | 1,518 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 62,871 | 1,458 | 0.0% | 0.0% | 61 | +3,680 | 6.22% | Q3 2026 | Oct 27, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 58,354 | 1,454 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLSTATE CORP | History | No change | 56,576 | 1,410 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 60,264 | 1,398 | 0.03% | 0.04% | 64 | -12,185 | -16.82% | Q3 2026 | Oct 16, 2026 |
| Penserra Capital Management LLC | History | No change | 51,803 | 1,291 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 48,830 | 1,217 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 55,869 | 1,197 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 47,080 | 1,173 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 46,500 | 1,159 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 46,210 | 1,152 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 44,618 | 1,112 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 42,372 | 1,056 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 43,946 | 1,019 | 0.0% | 0.0% | 73 | +5,915 | 15.55% | Q3 2026 | Nov 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 40,119 | 1,000 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 43,093 | 999 | 0.0% | 0.01% | 75 | +129 | 0.3% | Q3 2026 | Nov 03, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 42,292 | 981 | 0.0% | 0.0% | 76 | -6,417 | -13.17% | Q3 2026 | Oct 29, 2026 |
| Graham Capital Management, L.P. | History | No change | 38,877 | 969 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 41,324 | 958 | 0.01% | 0.01% | 78 | +1,015 | 2.52% | Q3 2026 | Oct 30, 2026 |
| SEI INVESTMENTS CO | History | No change | 38,029 | 948 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | No change | 35,782 | 892 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 34,491 | 859 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 36,983 | 858 | 0.0% | 0.0% | 82 | -18,842 | -33.75% | Q3 2026 | Nov 04, 2026 |
| Abundance Wealth Counselors | History | Added to | 35,503 | 823 | 0.12% | 0.11% | 84 | +3,479 | 10.86% | Q3 2026 | Oct 26, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,454 | 823 | 0.0% | 0.0% | 83 | -171 | -0.48% | Q3 2026 | Oct 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 35,272 | 818 | 0.0% | 0.0% | 85 | +34,956 | 11062.03% | Q3 2026 | Oct 28, 2026 |
| Horizon Investments, LLC | History | No change | 33,051 | 809 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 33,117 | 768 | 0.0% | 0.0% | 87 | +7,310 | 28.33% | Q3 2026 | Nov 02, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 32,560 | 755 | 0.04% | 0.05% | 88 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 30,053 | 749 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 30,059 | 749 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 29,300 | 730 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 31,262 | 723 | 0.01% | 0.01% | 92 | -7,409 | -19.16% | Q3 2026 | Oct 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 28,463 | 709 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Xcel Wealth Management, LLC | History | Reduced | 30,551 | 708 | 0.18% | 0.18% | 94 | -84 | -0.27% | Q3 2026 | Oct 26, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 28,333 | 706 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 26,355 | 657 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 25,509 | 635 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookwood Investment Group LLC | History | No change | 23,150 | 577 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 22,924 | 571 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 23,879 | 553 | 0.01% | 0.01% | 100 | +44 | 0.18% | Q3 2026 | Nov 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 21,257 | 529 | 0.22% | 0.22% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 20,738 | 516 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 20,565 | 512 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 20,293 | 505 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 19,615 | 493 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Global Investments | History | No change | 21,166 | 491 | 0.02% | 0.03% | 106 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Jupiter Topco LLC | History | No change | 18,652 | 465 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 18,503 | 461 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,568 | 454 | 0.0% | 0.0% | 109 | -1,226 | -5.9% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 18,167 | 452 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 19,100 | 443 | 0.01% | 0.01% | 112 | -200 | -1.04% | Q3 2026 | Oct 20, 2026 |
| MACQUARIE GROUP LTD | History | No change | 17,796 | 443 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 17,717 | 441 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 17,430 | 434 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Aberdeen Group plc | History | No change | 17,419 | 434 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alpha Omega Wealth Management LLC | History | New | 18,705 | 433 | 0.07% | — | 116 | +18,705 | New | Q3 2026 | Oct 23, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 17,248 | 429 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 16,936 | 422 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,910 | 421 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 16,821 | 419 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 16,730 | 417 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atom Investors LP | History | No change | 16,625 | 414 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 16,570 | 413 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 16,565 | 412 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 17,184 | 398 | 0.0% | 0.0% | 125 | +567 | 3.41% | Q3 2026 | Oct 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,783 | 393 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | Added to | 16,928 | 392 | 0.2% | 0.21% | 127 | +658 | 4.04% | Q3 2026 | Oct 19, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 15,700 | 391 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Research Partners LLC | History | Added to | 16,533 | 383 | 0.13% | 0.1% | 129 | +4,626 | 38.85% | Q3 2026 | Oct 19, 2026 |
| Abel Hall, LLC | History | Added to | 16,200 | 375 | 0.07% | 0.07% | 130 | +453 | 2.88% | Q3 2026 | Oct 19, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 14,850 | 370 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 15,742 | 365 | 0.0% | 0.0% | 132 | +5,669 | 56.28% | Q3 2026 | Nov 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,234 | 354 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 14,147 | 352 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 14,972 | 347 | 0.16% | 0.15% | 135 | +1,511 | 11.23% | Q3 2026 | Oct 15, 2026 |
| Jain Global LLC | History | No change | 13,877 | 345 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,450 | 335 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Pathstone Holdings, LLC | History | No change | 13,295 | 331 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,169 | 328 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 13,965 | 323 | 0.04% | 0.04% | 140 | +65 | 0.47% | Q3 2026 | Nov 03, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 12,407 | 309 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | No change | 12,428 | 309 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 46 | 305 | 0.11% | 0.12% | 143 | -13,141 | -99.65% | Q3 2026 | Nov 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,000 | 299 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,901 | 296 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| EntryPoint Capital, LLC | History | No change | 11,737 | 292 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 11,710 | 291 | 0.14% | 0.14% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arizona State Retirement System | History | Added to | 12,428 | 288 | 0.0% | 0.0% | 148 | +278 | 2.29% | Q3 2026 | Nov 03, 2026 |
| Metis Global Partners, LLC | History | No change | 11,493 | 286 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | Added to | 12,300 | 285 | 0.0% | 0.0% | 150 | +3,500 | 39.77% | Q3 2026 | Oct 30, 2026 |
| UMB Bank, n.a. | History | No change | 11,410 | 284 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,097 | 276 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 11,855 | 274 | 0.0% | — | 153 | +11,855 | New | Q3 2026 | Oct 27, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,630 | 270 | 0.0% | 0.0% | 154 | -233 | -1.96% | Q3 2026 | Oct 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,739 | 267 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,550 | 263 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,311 | 262 | 0.0% | 0.0% | 157 | -347 | -2.98% | Q3 2026 | Oct 22, 2026 |
| Hazelview Securities Inc. | History | No change | 10,191 | 260 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sky Investment Group LLC | History | New | 11,140 | 258 | 0.03% | — | 160 | +11,140 | New | Q3 2026 | Oct 30, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 11,156 | 258 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sage Investment Counsel LLC | History | No change | 11,000 | 255 | 0.25% | 0.27% | 161 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Intrua Financial, LLC | History | Reduced | 10,567 | 245 | 0.02% | 0.03% | 162 | -947 | -8.22% | Q3 2026 | Oct 28, 2026 |
| Arrow Investment Advisors, LLC | History | Added to | 10,549 | 244 | 0.21% | 0.23% | 163 | +1,084 | 11.45% | Q3 2026 | Nov 02, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,742 | 242 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | No change | 9,681 | 241 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 9,600 | 239 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 9,616 | 239 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 9,443 | 235 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 10,062 | 233 | 0.0% | 0.0% | 170 | -435 | -4.14% | Q3 2026 | Nov 02, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 10,048 | 233 | 0.0% | 0.0% | 169 | +100 | 1.01% | Q3 2026 | Oct 29, 2026 |
| WELCH & FORBES LLC | History | No change | 9,910 | 229 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,199 | 229 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,797 | 219 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 8,624 | 215 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFM Investors Pty Ltd | History | New | 8,846 | 205 | 0.0% | — | 175 | +8,846 | New | Q3 2026 | Oct 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 8,162 | 203 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,041 | 200 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parvin Asset Management, LLC | History | No change | 7,400 | 184 | 0.14% | 0.14% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,930 | 147 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 6,245 | 144 | 0.0% | 0.0% | 180 | +3,108 | 99.08% | Q3 2026 | Oct 20, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,076 | 140 | 0.0% | 0.0% | 181 | +2,976 | 96.0% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 5,579 | 139 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantbot Technologies LP | History | No change | 5,432 | 135 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | New | 5,658 | 131 | 0.01% | — | 184 | +5,658 | New | Q3 2026 | Oct 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,241 | 130 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 4,667 | 116 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,052 | 101 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,873 | 97 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,859 | 96 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,749 | 93 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Added to | 3,663 | 84 | 0.0% | 0.0% | 191 | +780 | 27.06% | Q3 2026 | Oct 08, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 3,350 | 83 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,367 | 83 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 3,062 | 76 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,005 | 74 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 2,760 | 68 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,289 | 57 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,042 | 47 | 0.0% | 0.0% | 198 | +747 | 57.68% | Q3 2026 | Oct 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,025 | 46 | 0.0% | 0.0% | 199 | +50 | 2.53% | Q3 2026 | Oct 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,625 | 40 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Financial LLC | History | New | 1,554 | 36 | 0.02% | — | 201 | +1,554 | New | Q3 2026 | Nov 04, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1,291 | 32 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,354 | 31 | 0.0% | 0.0% | 203 | +692 | 104.53% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,226 | 28 | 0.0% | 0.0% | 204 | +205 | 20.08% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,168 | 27 | 0.0% | 0.0% | 205 | -4 | -0.34% | Q3 2026 | Oct 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 934 | 23 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 869 | 20 | 0.0% | 0.0% | 208 | -31 | -3.44% | Q3 2026 | Oct 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 816 | 20 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 820 | 19 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 773 | 17 | 0.0% | 0.0% | 210 | -971 | -55.68% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 628 | 15 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 582 | 13 | 0.0% | 0.0% | 213 | -13 | -2.18% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 543 | 13 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | New | 545 | 12 | 0.0% | — | 217 | +545 | New | Q3 2026 | Oct 20, 2026 |
| Essential Partners LLC | History | Added to | 532 | 12 | 0.01% | 0.01% | 216 | +10 | 1.92% | Q3 2026 | Oct 14, 2026 |
| US BANCORP \DE\ | History | No change | 508 | 12 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 490 | 12 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 11 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 510 | 11 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Covestor Ltd | History | Reduced | 431 | 10 | 0.01% | 0.01% | 221 | -33 | -7.11% | Q3 2026 | Oct 30, 2026 |
| Smithfield Trust Co | History | No change | 400 | 10 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 408 | 9 | 0.0% | — | 223 | +407 | 40700.0% | Q3 2026 | Oct 26, 2026 |
| Salomon & Ludwin, LLC | History | No change | 394 | 9 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 367 | 8 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 311 | 7 | 0.0% | — | 228 | +311 | New | Q3 2026 | Oct 16, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 281 | 7 | 0.0% | 0.0% | 226 | +5 | 1.81% | Q3 2026 | Oct 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 296 | 7 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 305 | 7 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 276 | 6 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 210 | 5 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 180 | 4 | 0.0% | 0.0% | 233 | -172 | -48.86% | Q3 2026 | Oct 16, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 200 | 4 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 129 | 2 | 0.0% | — | 236 | +104 | 416.0% | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Reduced | 126 | 2 | 0.0% | 0.0% | 240 | -92 | -42.2% | Q3 2026 | Oct 13, 2026 |
| North Star Investment Management Corp. | History | No change | 100 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Archer Investment Corp | History | No change | 100 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Optiver Holding B.V. | History | No change | 89 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Roxbury Financial LLC | History | No change | 109 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 69 | 1 | 0.0% | 0.0% | 243 | -112 | -61.88% | Q3 2026 | Oct 28, 2026 |
| UMB Private Wealth Management, LLC | History | New | 54 | 1 | 0.0% | — | 247 | +54 | New | Q3 2026 | Oct 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 46 | 1 | 0.0% | — | 242 | +18 | 64.29% | Q3 2026 | Oct 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 50 | 1 | 0.0% | — | 244 | +10 | 25.0% | Q3 2026 | Oct 23, 2026 |
| Fortitude Family Office, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 62 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,008 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,719 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2026 | Nov 05, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Root Financial Partners, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q3 2026 | Oct 21, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 20, 2026 |
| Bell Investment Advisors, Inc | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Oct 28, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2026 | Oct 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 21, 2026 |
| REAP Financial Group, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Nov 02, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Abound Wealth Management | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q3 2026 | Oct 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ankerstar Wealth, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Montgomery Financial Services LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |