Dine Brands Global, Inc. - DIN
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 | 1,332,372 | 47,832 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 989,074 | 35,507 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 702,291 | 25,212 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 622,092 | 22,333 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 599,500 | 21,522 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 540,048 | 19,387 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 429,753 | 15,428 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 401,950 | 14,430 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 343,052 | 12,316 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 336,459 | 12,082 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 327,215 | 11,747 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CastleKnight Management LP | History | No change | 325,911 | 11,700 | 0.16% | 0.16% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 324,876 | 11,663 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | No change | 324,429 | 11,647 | 2.7% | 2.7% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 302,346 | 10,911 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ING GROEP NV | History | No change | 300,000 | 10,770 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | No change | 296,323 | 10,637 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 201,723 | 7,241 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 248,796 | 6,924 | 0.0% | 0.0% | 19 | +17,053 | 7.36% | Q3 2026 | Nov 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 189,769 | 6,812 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 176,695 | 6,343 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 170,553 | 6,122 | 0.31% | 0.31% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Seven Six Capital Management, LLC | History | No change | 168,250 | 6,040 | 5.52% | 5.52% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Divisar Capital Management LLC | History | No change | 165,637 | 5,946 | 1.37% | 1.37% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 149,853 | 5,379 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 132,783 | 4,766 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 126,852 | 4,553 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 114,065 | 4,094 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 105,674 | 3,793 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 132,572 | 3,689 | 0.0% | 0.0% | 30 | -414 | -0.31% | Q3 2026 | Nov 05, 2026 |
| Oasis Management Co Ltd. | History | No change | 100,267 | 3,599 | 0.19% | 0.19% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mork Capital Management, LLC | History | No change | 95,000 | 3,410 | 2.18% | 2.18% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 114,799 | 3,194 | 0.0% | 0.0% | 33 | +1,291 | 1.14% | Q3 2026 | Nov 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 88,749 | 3,186 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 84,629 | 3,038 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 84,358 | 3,028 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 73,590 | 2,641 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 73,583 | 2,641 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 69,400 | 2,491 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 69,410 | 2,491 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 64,192 | 2,304 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 59,121 | 2,122 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 55,953 | 2,008 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 55,300 | 1,985 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 53,975 | 1,961 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 52,945 | 1,900 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 51,363 | 1,843 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 47,034 | 1,688 | 0.15% | 0.15% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 46,422 | 1,666 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 44,966 | 1,614 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 38,601 | 1,385 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 36,301 | 1,303 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 33,918 | 1,217 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 29,993 | 1,077 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 34,751 | 967 | 0.0% | 0.0% | 55 | +28,574 | 462.59% | Q3 2026 | Nov 04, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 25,201 | 904 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meixler Investment Management, Ltd. | History | Added to | 30,188 | 840 | 0.46% | 0.6% | 57 | +82 | 0.27% | Q3 2026 | Nov 03, 2026 |
| HSBC HOLDINGS PLC | History | No change | 23,506 | 836 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 22,325 | 801 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 21,775 | 782 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 21,418 | 768 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Huber Capital Management LLC | History | No change | 20,907 | 750 | 0.11% | 0.11% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 20,068 | 720 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 18,718 | 671 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 18,181 | 652 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 17,305 | 621 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 16,067 | 576 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 12,884 | 462 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 12,578 | 451 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 16,200 | 450 | 0.0% | 0.0% | 70 | -18,400 | -53.18% | Q3 2026 | Nov 05, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 12,345 | 443 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 16,471 | 432 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 15,200 | 423 | 0.11% | 0.14% | 73 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 11,224 | 402 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 10,877 | 390 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Achmea Investment Management B.V. | History | New | 12,400 | 345 | 0.0% | — | 76 | +12,400 | New | Q3 2026 | Oct 30, 2026 |
| Quantbot Technologies LP | History | No change | 8,857 | 317 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXQ CAPITAL, LP | History | No change | 8,374 | 300 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 8,080 | 290 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,950 | 285 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 7,317 | 262 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,353 | 246 | 0.0% | 0.0% | 82 | +876 | 11.72% | Q3 2026 | Oct 13, 2026 |
| Summit Financial, LLC | History | No change | 6,345 | 228 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,331 | 227 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,218 | 223 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 5,800 | 208 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 5,783 | 207 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 5,650 | 202 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Connective Capital Management, LLC | History | No change | 4,686 | 168 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,640 | 166 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | No change | 3,344 | 120 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,350 | 120 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,046 | 109 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,579 | 93 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,407 | 86 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 2,043 | 73 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,083 | 57 | 0.0% | 0.0% | 97 | +282 | 15.66% | Q3 2026 | Oct 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,018 | 56 | 0.0% | 0.0% | 98 | -1,682 | -45.46% | Q3 2026 | Nov 04, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 2,000 | 55 | 0.03% | 0.04% | 99 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,290 | 46 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,195 | 42 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,111 | 39 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,084 | 38 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 972 | 34 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arax Advisory Partners | History | No change | 901 | 32 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,113 | 30 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 765 | 21 | 0.0% | — | 107 | +765 | New | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 686 | 19 | 0.0% | 0.0% | 108 | -59 | -7.92% | Q3 2026 | Nov 05, 2026 |
| GAMMA Investing LLC | History | Added to | 681 | 18 | 0.0% | 0.0% | 110 | +142 | 26.35% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 665 | 18 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 597 | 17 | 0.0% | 0.0% | 111 | +229 | 62.23% | Q3 2026 | Oct 22, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 527 | 14 | 0.0% | 0.0% | 113 | -517 | -49.52% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 412 | 14 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 353 | 13 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 400 | 11 | 0.0% | 0.0% | 115 | -6 | -1.48% | Q3 2026 | Nov 03, 2026 |
| Versant Capital Management, Inc | History | Added to | 390 | 10 | 0.0% | 0.0% | 117 | +122 | 45.52% | Q3 2026 | Oct 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 286 | 10 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 300 | 8 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 289 | 8 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 320 | 8 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sterling Capital Management LLC | History | Added to | 267 | 7 | 0.0% | 0.0% | 122 | +37 | 16.09% | Q3 2026 | Oct 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 273 | 7 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 246 | 6 | 0.0% | 0.0% | 126 | +17 | 7.42% | Q3 2026 | Oct 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 173 | 6 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Allworth Financial LP | History | No change | 175 | 6 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | No change | 227 | 6 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 148 | 5 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 177 | 4 | 0.0% | 0.0% | 129 | -187 | -51.37% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 128 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clayton Financial Group LLC | History | New | 100 | 2 | 0.0% | — | 132 | +100 | New | Q3 2026 | Oct 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 73 | 2 | 0.0% | — | 133 | +73 | New | Q3 2026 | Oct 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 69 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Reduced | 35 | 1 | 0.0% | 0.0% | 137 | -9 | -20.45% | Q3 2026 | Oct 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 40 | 1 | 0.0% | 0.0% | 136 | -3 | -6.98% | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 50 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,331 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -30,203 | -100.0% | Q3 2026 | Oct 19, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,750 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,741 | -100.0% | Q3 2026 | Nov 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,250 | -100.0% | Q3 2026 | Oct 20, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 35 | 0 | — | — | — | +15 | 75.0% | Q3 2026 | Oct 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 12 | 0 | — | — | — | -11 | -47.83% | Q3 2026 | Oct 29, 2026 |
| Inspire Investing, LLC | History | Reduced | 14 | 0 | — | — | — | -7 | -33.33% | Q3 2026 | Oct 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 17 | 0 | — | — | — | -1 | -5.56% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Quarry LP | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |