Dream Finders Homes, Inc. - DFH
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 | Added to | 4,811,957 | 83,054 | 0.0% | 0.0% | 1 | +138,528 | 2.96% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,072,095 | 53,024 | 0.16% | 0.17% | 2 | -1,196,285 | -28.03% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 1,922,596 | 33,184 | 0.01% | — | 3 | +1,922,596 | New | Q2 2026 | Aug 14, 2026 |
| COOKE & BIELER LP | History | Reduced | 1,870,801 | 32,290 | 0.37% | 0.44% | 4 | -908,201 | -32.68% | Q2 2026 | Jul 29, 2026 |
| STATE STREET CORP | History | Added to | 1,709,676 | 29,509 | 0.0% | 0.0% | 5 | +19,800 | 1.17% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,546,957 | 26,700 | 0.0% | 0.0% | 6 | +97,649 | 6.74% | Q2 2026 | Aug 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,876,795 | 26,125 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 1,464,130 | 25,270 | 0.0% | 0.0% | 8 | -4,397 | -0.3% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,206,150 | 20,818 | 0.0% | 0.0% | 9 | -37,022 | -2.98% | Q2 2026 | Aug 13, 2026 |
| Elgethun Capital Management | History | Added to | 819,406 | 14,142 | 1.97% | 1.16% | 10 | +314,028 | 62.14% | Q2 2026 | Jul 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 729,022 | 12,585 | 0.0% | 0.0% | 11 | +10,431 | 1.45% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 642,733 | 11,093 | 0.0% | 0.0% | 12 | +295,866 | 85.3% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 545,748 | 9,419 | 0.0% | 0.0% | 13 | +48,021 | 9.65% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 481,915 | 8,317 | 0.0% | 0.0% | 14 | +66,902 | 16.12% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 457,332 | 7,893 | 0.01% | 0.0% | 15 | +396,803 | 655.56% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 377,592 | 6,517 | 0.0% | 0.0% | 16 | +158,951 | 72.7% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 344,821 | 5,951 | 0.11% | 0.11% | 18 | +25 | 0.01% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 344,796 | 5,951 | 0.06% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 344,649 | 5,948 | 0.0% | 0.0% | 19 | +32,911 | 10.56% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 334,616 | 5,775 | 0.01% | 0.01% | 20 | +88,247 | 35.82% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 334,191 | 5,768 | 0.0% | 0.0% | 21 | +213,360 | 176.58% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 321,182 | 5,543 | 0.56% | 0.52% | 22 | -17,100 | -5.05% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 317,819 | 5,485 | 0.0% | 0.0% | 23 | -11,859 | -3.6% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 307,261 | 5,303 | 0.0% | 0.0% | 24 | -33,609 | -9.86% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 295,229 | 5,095 | 0.0% | 0.0% | 25 | +149,110 | 102.05% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 292,367 | 5,046 | 0.0% | 0.0% | 26 | +17,508 | 6.37% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 282,895 | 4,882 | 0.0% | 0.0% | 27 | +232,716 | 463.77% | Q2 2026 | Aug 14, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 276,258 | 4,768 | 1.97% | 2.38% | 28 | -199,024 | -41.87% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 267,380 | 4,652 | 0.0% | 0.0% | 29 | +254,738 | 2015.01% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 251,026 | 4,332 | 0.0% | 0.01% | 30 | -248,561 | -49.75% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 215,330 | 3,716 | 0.0% | 0.0% | 31 | +83,772 | 63.68% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 202,363 | 3,492 | 0.03% | 0.0% | 32 | +187,418 | 1254.05% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 185,926 | 3,209 | 0.0% | 0.0% | 33 | +121,591 | 189.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 180,800 | 3,120 | 0.0% | 0.0% | 34 | -19,310 | -9.65% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 178,293 | 3,077 | 0.0% | 0.0% | 35 | +63,865 | 55.81% | Q2 2026 | Sep 02, 2026 |
| Bretton Capital Management, LLC | History | No change | 170,500 | 2,942 | 2.35% | 2.17% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 164,146 | 2,833 | 0.0% | 0.0% | 37 | +12,166 | 8.01% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 153,068 | 2,641 | 0.0% | 0.0% | 38 | +6,622 | 4.52% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 140,506 | 2,425 | 0.0% | 0.0% | 39 | +62,990 | 81.26% | Q2 2026 | Aug 11, 2026 |
| Numerai GP LLC | History | New | 137,648 | 2,375 | 0.19% | — | 40 | +137,648 | New | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 133,998 | 2,312 | 0.0% | 0.0% | 41 | -5,946 | -4.25% | Q2 2026 | Aug 04, 2026 |
| Walleye Capital LLC | History | New | 133,157 | 2,298 | 0.01% | — | 42 | +133,157 | New | Q2 2026 | Aug 03, 2026 |
| CastleKnight Management LP | History | New | 126,700 | 2,186 | 0.03% | — | 43 | +126,700 | New | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 117,493 | 2,027 | 0.0% | 0.0% | 44 | +65,391 | 125.51% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 100,504 | 1,734 | 0.0% | 0.0% | 45 | -700 | -0.69% | Q2 2026 | Jul 29, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 95,201 | 1,643 | 0.0% | 0.0% | 46 | -7,567 | -7.36% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 94,437 | 1,629 | 0.0% | 0.0% | 47 | +45,367 | 92.45% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 92,767 | 1,601 | 0.0% | 0.0% | 48 | -71,610 | -43.56% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 88,296 | 1,523 | 0.0% | 0.0% | 49 | +1,177 | 1.35% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 82,105 | 1,417 | 0.0% | 0.0% | 50 | -27,361 | -24.99% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 81,704 | 1,410 | 0.0% | 0.0% | 51 | +35,658 | 77.44% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 78,244 | 1,350 | 0.0% | 0.0% | 52 | +41,488 | 112.87% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | Added to | 74,861 | 1,292 | 0.03% | 0.02% | 53 | +22,231 | 42.24% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 73,521 | 1,268 | 0.0% | 0.0% | 54 | -19,751 | -21.18% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 69,674 | 1,202 | 0.0% | 0.0% | 55 | -10,726 | -13.34% | Q2 2026 | Aug 11, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 69,500 | 1,199 | 0.17% | 0.2% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 69,168 | 1,193 | 0.0% | 0.0% | 57 | -16,781 | -19.52% | Q2 2026 | Aug 03, 2026 |
| Legal & General Group Plc | History | Added to | 68,336 | 1,179 | 0.0% | 0.0% | 58 | +1,724 | 2.59% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 66,796 | 1,154 | 0.0% | 0.0% | 59 | +32,404 | 94.22% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Added to | 66,503 | 1,147 | 0.0% | 0.0% | 60 | +12,135 | 22.32% | Q2 2026 | Aug 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 62,006 | 1,070 | 0.0% | 0.0% | 61 | -50,124 | -44.7% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Added to | 58,397 | 1,007 | 0.04% | 0.0% | 62 | +55,111 | 1677.15% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 55,400 | 956 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 54,586 | 942 | 0.0% | 0.0% | 64 | -2,454 | -4.3% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 54,488 | 940 | 0.05% | 0.01% | 65 | +41,365 | 315.21% | Q2 2026 | Aug 03, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 52,936 | 913 | 0.0% | 0.0% | 66 | +12,092 | 29.61% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 49,864 | 860 | 0.0% | 0.0% | 67 | -8,653 | -14.79% | Q2 2026 | Jul 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 47,340 | 817 | 0.0% | 0.0% | 68 | -3,731 | -7.31% | Q2 2026 | Aug 12, 2026 |
| ALLSTATE CORP | History | Added to | 43,592 | 752 | 0.01% | 0.0% | 69 | +16,100 | 58.56% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 42,759 | 738 | 0.0% | 0.0% | 70 | +219 | 0.51% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | New | 42,323 | 730 | 0.28% | — | 71 | +42,323 | New | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | New | 38,659 | 667 | 0.01% | — | 72 | +38,659 | New | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | Added to | 38,283 | 660 | 0.0% | 0.0% | 73 | +15,625 | 68.96% | Q2 2026 | Aug 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 37,389 | 645 | 0.0% | — | 74 | +37,389 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 34,958 | 603 | 0.0% | 0.0% | 75 | +30,180 | 631.65% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 33,108 | 571 | 0.0% | 0.0% | 76 | -4,313 | -11.53% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 30,259 | 522 | 0.0% | 0.0% | 77 | +23,058 | 320.21% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 29,675 | 512 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALGERT GLOBAL LLC | History | New | 26,620 | 459 | 0.01% | — | 80 | +26,620 | New | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 26,600 | 459 | 0.0% | 0.0% | 79 | +12,400 | 87.32% | Q2 2026 | Jul 10, 2026 |
| Brooklyn Investment Group | History | No change | 32,473 | 452 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 25,684 | 443 | 0.0% | 0.0% | 82 | -12,912 | -33.45% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,616 | 442 | 0.0% | 0.0% | 83 | -946 | -3.56% | Q2 2026 | Aug 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 25,316 | 436 | 0.0% | — | 84 | +25,316 | New | Q2 2026 | Aug 19, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 30,280 | 421 | 0.0% | 0.0% | 85 | +16,400 | 118.16% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | New | 24,113 | 416 | 0.01% | — | 86 | +24,113 | New | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 23,836 | 411 | 0.03% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 23,625 | 408 | 0.0% | 0.0% | 88 | +3,288 | 16.17% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 23,201 | 400 | 0.0% | 0.0% | 89 | +415 | 1.82% | Q2 2026 | Sep 08, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 21,956 | 378 | 0.01% | 0.01% | 90 | -4,977 | -18.48% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 20,201 | 348 | 0.0% | — | 91 | +20,201 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 20,044 | 345 | 0.0% | — | 92 | +20,044 | New | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,205 | 314 | 0.0% | 0.0% | 93 | -967 | -5.04% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 17,376 | 302 | 0.0% | — | 94 | +17,376 | New | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 17,260 | 297 | 0.0% | 0.0% | 95 | +3,580 | 26.17% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 17,182 | 296 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 17,137 | 295 | 0.0% | 0.0% | 97 | -624 | -3.51% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 16,564 | 285 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 15,906 | 274 | 0.0% | — | 99 | +15,906 | New | Q2 2026 | Jul 23, 2026 |
| Callan Family Office, LLC | History | Reduced | 14,439 | 249 | 0.0% | 0.01% | 100 | -6,203 | -30.05% | Q2 2026 | Aug 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 13,903 | 239 | 0.02% | 0.03% | 101 | -13,123 | -48.56% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,075 | 225 | 0.0% | 0.0% | 102 | -1,103 | -7.78% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 12,907 | 223 | 0.0% | 0.0% | 103 | -336 | -2.54% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | New | 12,803 | 220 | 0.0% | — | 105 | +12,803 | New | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 12,800 | 220 | 0.0% | 0.0% | 104 | -506 | -3.8% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | New | 12,690 | 219 | 0.0% | — | 106 | +12,690 | New | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Added to | 12,439 | 214 | 0.0% | 0.0% | 107 | +208 | 1.7% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,200 | 210 | 0.0% | 0.0% | 108 | -500 | -3.94% | Q2 2026 | Jul 21, 2026 |
| Entropy Technologies, LP | History | Reduced | 11,717 | 202 | 0.01% | 0.01% | 110 | -3,529 | -23.15% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,750 | 202 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 11,276 | 195 | 0.0% | 0.01% | 111 | -14,791 | -56.74% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 11,260 | 194 | 0.0% | 0.0% | 112 | -300 | -2.6% | Q2 2026 | Jul 28, 2026 |
| Atom Investors LP | History | New | 10,862 | 187 | 0.02% | — | 113 | +10,862 | New | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 9,996 | 172 | 0.01% | 0.0% | 114 | +2,728 | 37.53% | Q2 2026 | Jul 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,848 | 169 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Wyoming | History | Added to | 9,495 | 163 | 0.02% | 0.01% | 116 | +5,622 | 145.16% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,129 | 160 | 0.0% | — | 117 | +10,129 | New | Q2 2026 | Jul 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,130 | 157 | 0.0% | 0.0% | 118 | -5,312 | -36.78% | Q2 2026 | Jul 20, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 9,000 | 155 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,441 | 145 | 0.0% | 0.0% | 120 | -1,093 | -11.46% | Q2 2026 | Aug 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,350 | 144 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,259 | 125 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 7,190 | 124 | 0.0% | — | 123 | +7,190 | New | Q2 2026 | Aug 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,632 | 114 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,556 | 113 | 0.0% | 0.0% | 125 | +679 | 11.55% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 6,506 | 112 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,296 | 108 | 0.0% | 0.0% | 127 | -300 | -4.55% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,000 | 103 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,135 | 88 | 0.01% | 0.0% | 129 | +1,913 | 59.37% | Q2 2026 | Jul 02, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 4,481 | 77 | 0.0% | 0.0% | 130 | -3,648 | -44.88% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,584 | 44 | 0.0% | 0.0% | 131 | +1,212 | 88.34% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,523 | 43 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,152 | 37 | 0.0% | 0.0% | 133 | +1,737 | 418.55% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 2,141 | 36 | 0.0% | — | 134 | +2,141 | New | Q2 2026 | Aug 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,900 | 32 | 0.0% | 0.0% | 135 | -362 | -16.0% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 2,222 | 30 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,684 | 29 | 0.0% | 0.0% | 137 | -364 | -17.77% | Q2 2026 | Aug 11, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 1,642 | 28 | 0.02% | 0.02% | 138 | -1,007 | -38.01% | Q2 2026 | Jul 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,446 | 25 | 0.0% | 0.0% | 139 | +577 | 66.4% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,397 | 24 | 0.0% | 0.0% | 140 | -58 | -3.99% | Q2 2026 | Aug 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,288 | 22 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,194 | 20 | 0.0% | 0.0% | 142 | +938 | 366.41% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 1,112 | 19 | 0.0% | 0.0% | 143 | +673 | 153.3% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,074 | 18 | 0.0% | 0.0% | 144 | -208 | -16.22% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,058 | 18 | 0.0% | 0.0% | 145 | +13 | 1.24% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 908 | 15 | 0.0% | — | 148 | +902 | 15033.33% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 887 | 15 | 0.0% | 0.0% | 146 | -349 | -28.24% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Added to | 890 | 15 | 0.0% | 0.0% | 147 | +174 | 24.3% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 677 | 11 | 0.0% | 0.0% | 152 | -1,944 | -74.17% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 668 | 11 | 0.0% | 0.0% | 153 | +499 | 295.27% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 691 | 11 | 0.0% | 0.0% | 151 | +475 | 219.91% | Q2 2026 | Jul 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 647 | 11 | 0.0% | 0.0% | 149 | +397 | 158.8% | Q2 2026 | Aug 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 658 | 11 | 0.0% | 0.0% | 150 | +96 | 17.08% | Q2 2026 | Jul 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 614 | 10 | 0.0% | 0.0% | 154 | -18 | -2.85% | Q2 2026 | Aug 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 615 | 10 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 596 | 10 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 572 | 9 | 0.0% | 0.0% | 157 | -218 | -27.59% | Q2 2026 | Jul 28, 2026 |
| Nykredit A/S | History | New | 409 | 7 | 0.0% | — | 160 | +409 | New | Q2 2026 | Sep 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 433 | 7 | 0.0% | — | 158 | +383 | 766.0% | Q2 2026 | Sep 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 430 | 7 | 0.0% | 0.0% | 159 | +11 | 2.63% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 357 | 6 | 0.0% | — | 162 | +357 | New | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 350 | 6 | 0.0% | — | 161 | +337 | 2592.31% | Q2 2026 | Jul 20, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 300 | 5 | 0.0% | 0.0% | 163 | +200 | 200.0% | Q2 2026 | Aug 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 269 | 4 | 0.0% | 0.0% | 166 | +119 | 79.33% | Q2 2026 | Aug 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 249 | 4 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 258 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 193 | 3 | 0.0% | 0.0% | 168 | -4,140 | -95.55% | Q2 2026 | Aug 13, 2026 |
| POM Investment Strategies, LLC | History | New | 225 | 3 | 0.0% | — | 172 | +225 | New | Q2 2026 | Jul 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 206 | 3 | 0.0% | — | 167 | +169 | 456.76% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | Added to | 196 | 3 | 0.0% | — | 171 | +166 | 553.33% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | Added to | 198 | 3 | 0.0% | 0.0% | 169 | +88 | 80.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 3 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | New | 169 | 2 | 0.0% | — | 175 | +169 | New | Q2 2026 | Jul 24, 2026 |
| Buck Wealth Strategies, LLC | History | New | 165 | 2 | 0.0% | — | 176 | +165 | New | Q2 2026 | Jul 30, 2026 |
| WealthCollab, LLC | History | New | 164 | 2 | 0.0% | — | 177 | +164 | New | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 128 | 2 | 0.0% | — | 173 | +100 | 357.14% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | Added to | 90 | 2 | 0.0% | 0.0% | 174 | +25 | 38.46% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Management Group, LLC | History | New | 91 | 1 | 0.0% | — | 186 | +91 | New | Q2 2026 | Jul 27, 2026 |
| Avion Wealth | History | Added to | 98 | 1 | 0.0% | — | 180 | +78 | 390.0% | Q2 2026 | Jul 31, 2026 |
| Marquette Asset Management, LLC | History | New | 73 | 1 | 0.0% | — | 185 | +73 | New | Q2 2026 | Jul 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 70 | 1 | 0.0% | — | 188 | +70 | New | Q2 2026 | Aug 28, 2026 |
| Fulcrum Asset Management LLP | History | New | 66 | 1 | 0.0% | — | 184 | +66 | New | Q2 2026 | Aug 18, 2026 |
| Investors Portfolio Services LLC | History | New | 60 | 1 | 0.0% | — | 187 | +60 | New | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 69 | 1 | 0.0% | — | 179 | +37 | 115.63% | Q2 2026 | Jul 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 73 | 1 | 0.0% | — | 181 | +32 | 78.05% | Q2 2026 | Aug 04, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 71 | 1 | 0.0% | — | 182 | +1 | 1.43% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 45 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 100 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -110,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -104,064 | -100.0% | Q2 2026 | Aug 14, 2026 |
| De Lisle Partners LLP | History | Closed out | 0 | 0 | — | 0.16% | — | -94,496 | -100.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -66,719 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,726 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -42,690 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,223 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,185 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,084 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,999 | -100.0% | Q2 2026 | Aug 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -20,707 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -19,322 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,234 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,820 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,958 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,948 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,868 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,620 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,792 | -100.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,432 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,307 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Freestone Grove Partners LP | History | Reduced | 1 | 0 | — | 0.0% | — | -9,255 | -99.99% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,830 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -929 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | New | 57 | 0 | — | — | — | +57 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q2 2026 | Jul 29, 2026 |
| Bare Financial Services, Inc | History | New | 33 | 0 | — | — | — | +33 | New | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q2 2026 | Jul 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Aug 04, 2026 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q2 2026 | Jul 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q2 2026 | Jul 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 16 | 0 | — | — | — | -16 | -50.0% | Q2 2026 | Jul 24, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Jul 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 39 | 0 | — | — | — | -12 | -23.53% | Q2 2026 | Jul 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 10, 2026 |
| Evolution Advisers, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 31, 2026 |
| Stone House Investment Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 05, 2026 |
| Davis Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 16, 2026 |
| Trium Capital LLP | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 16, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |