Ellington Financial Inc. - EFC
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 | 20,877,584 | 284,143 | 0.0% | 0.0% | 1 | +1,176,614 | 5.97% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 5,339,974 | 72,677 | 0.0% | 0.0% | 2 | +292,408 | 5.79% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 4,952,930 | 68,043 | 0.0% | 0.0% | 3 | +347,567 | 7.55% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,180,748 | 43,299 | 0.0% | 0.0% | 4 | +255,628 | 8.74% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,245,858 | 30,566 | 0.04% | 0.03% | 5 | +70,205 | 3.23% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 2,159,940 | 29,396 | 0.0% | 0.0% | 6 | +166,178 | 8.33% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 1,839,150 | 25,030 | 0.0% | 0.0% | 7 | +256,739 | 16.22% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,480,642 | 20,240 | 0.0% | 0.0% | 8 | +549,957 | 59.09% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,486,781 | 20,235 | 0.0% | 0.0% | 9 | +123,912 | 9.09% | Q2 2026 | Aug 13, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 1,408,396 | 19,168 | 9.47% | 7.53% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,253,122 | 17,054 | 0.01% | 0.01% | 11 | -111,539 | -8.17% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,152,852 | 15,690 | 0.0% | 0.0% | 12 | +43,747 | 3.94% | Q2 2026 | Aug 14, 2026 |
| EMG Holdings, L.P. | History | Added to | 1,122,952 | 15,283 | 12.21% | 2.87% | 13 | +161,934 | 16.85% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 860,613 | 11,712 | 0.01% | 0.01% | 14 | +22,779 | 2.72% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Reduced | 854,436 | 11,628 | 0.0% | 0.0% | 15 | -65,372 | -7.11% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 820,680 | 11,169 | 0.0% | 0.0% | 16 | +23,526 | 2.95% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 818,015 | 11,133 | 0.0% | 0.0% | 17 | +7,130 | 0.88% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 735,331 | 10,007 | 0.0% | 0.0% | 18 | +197,821 | 36.8% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 689,244 | 9,380 | 0.01% | 0.0% | 19 | +656,544 | 2007.78% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 606,012 | 8,247 | 0.0% | 0.0% | 20 | +331 | 0.05% | Q2 2026 | Aug 04, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 534,767 | 7,278 | 0.19% | 0.19% | 21 | -8,654 | -1.59% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 445,443 | 6,062 | 0.0% | 0.0% | 22 | -91,756 | -17.08% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 430,819 | 5,863 | 0.02% | 0.02% | 23 | -15,149 | -3.4% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 419,108 | 5,704 | 0.0% | 0.0% | 24 | +213,752 | 104.09% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 386,890 | 5,265 | 0.0% | 0.0% | 25 | -15,429 | -3.84% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 346,909 | 4,721 | 0.0% | 0.01% | 26 | -246,831 | -41.57% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 315,107 | 4,288 | 0.0% | 0.0% | 27 | +103,338 | 48.8% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 286,795 | 3,903 | 0.0% | 0.0% | 28 | -22,530 | -7.28% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 286,067 | 3,893 | 0.0% | 0.0% | 29 | -358,344 | -55.61% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 271,498 | 3,695 | 0.0% | 0.0% | 30 | +137 | 0.05% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 251,024 | 3,416 | 0.0% | 0.0% | 31 | +235,255 | 1491.88% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Added to | 243,900 | 3,319 | 0.0% | 0.0% | 32 | +23,700 | 10.76% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | Added to | 237,325 | 3,229 | 0.0% | 0.0% | 33 | +17,351 | 7.89% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 219,816 | 2,994 | 0.0% | 0.0% | 34 | -14,764 | -6.29% | Q2 2026 | Aug 14, 2026 |
| GraniteShares Advisors LLC | History | Added to | 202,956 | 2,762 | 1.78% | 1.51% | 35 | +26,575 | 15.07% | Q2 2026 | Aug 04, 2026 |
| HBK INVESTMENTS L P | History | No change | 200,000 | 2,722 | 0.03% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| FMR LLC | History | Added to | 196,980 | 2,680 | 0.0% | 0.0% | 37 | +14,530 | 7.96% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 184,353 | 2,509 | 0.07% | 0.06% | 38 | +33,371 | 22.1% | Q2 2026 | Jul 08, 2026 |
| HRT FINANCIAL LP | History | New | 153,985 | 2,095 | 0.0% | — | 39 | +153,985 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 152,081 | 2,070 | 0.0% | 0.0% | 40 | +27,213 | 21.79% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 150,386 | 2,046 | 0.0% | 0.0% | 41 | -3,857 | -2.5% | Q2 2026 | Aug 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 146,276 | 1,990 | 0.0% | 0.0% | 42 | -37,417 | -20.37% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 140,324 | 1,909 | 0.0% | 0.0% | 43 | +56,184 | 66.77% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 128,908 | 1,754 | 0.0% | 0.0% | 44 | +16,050 | 14.22% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 127,803 | 1,739 | 0.0% | 0.0% | 45 | +35,320 | 38.19% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 141,706 | 1,679 | 0.0% | 0.0% | 46 | +3,096 | 2.23% | Q2 2026 | Aug 14, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 119,250 | 1,622 | 2.05% | 1.57% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | Added to | 117,147 | 1,594 | 0.0% | 0.0% | 48 | +4,721 | 4.2% | Q2 2026 | Aug 11, 2026 |
| Penserra Capital Management LLC | History | Added to | 107,785 | 1,466 | 0.01% | 0.01% | 49 | +5,300 | 5.17% | Q2 2026 | Aug 13, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 100,000 | 1,361 | 0.48% | 0.44% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 99,733 | 1,357 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEN GROUP LLC | History | Added to | 96,167 | 1,308 | 0.11% | 0.08% | 52 | +24,004 | 33.26% | Q2 2026 | Jul 29, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 93,985 | 1,279 | 0.0% | 0.0% | 53 | -14,407 | -13.29% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 91,180 | 1,240 | 0.0% | 0.0% | 54 | +19,708 | 27.57% | Q2 2026 | Aug 13, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 88,884 | 1,209 | 0.61% | 0.57% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 83,554 | 1,147 | 0.0% | 0.0% | 56 | +12,650 | 17.84% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 82,342 | 1,121 | 0.0% | 0.0% | 57 | -18,961 | -18.72% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 80,000 | 1,088 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 78,638 | 1,070 | 0.0% | 0.0% | 59 | +60,971 | 345.11% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | Added to | 72,672 | 989 | 0.0% | 0.0% | 60 | +6,073 | 9.12% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | Added to | 68,914 | 937 | 0.01% | 0.01% | 61 | +504 | 0.74% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 65,870 | 896 | 0.0% | 0.01% | 62 | -996 | -1.49% | Q2 2026 | Aug 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 63,804 | 868 | 0.01% | 0.01% | 63 | +8,801 | 16.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 62,657 | 852 | 0.0% | 0.0% | 64 | +41,200 | 192.01% | Q2 2026 | Aug 03, 2026 |
| Jupiter Topco LLC | History | New | 60,497 | 823 | 0.0% | — | 65 | +60,497 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 60,076 | 817 | 0.0% | 0.0% | 66 | -96,814 | -61.71% | Q2 2026 | Aug 07, 2026 |
| ALLSTATE CORP | History | Added to | 56,387 | 767 | 0.01% | 0.01% | 67 | +95 | 0.17% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 56,266 | 765 | 0.02% | 0.02% | 68 | +185 | 0.33% | Q2 2026 | Aug 03, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 55,000 | 748 | 0.01% | 0.01% | 69 | -300 | -0.54% | Q2 2026 | Jul 21, 2026 |
| Artemis Investment Management LLP | History | No change | 52,170 | 710 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HBK Sorce Advisory LLC | History | No change | 53,085 | 702 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 51,525 | 701 | 0.0% | 0.0% | 72 | +1,610 | 3.23% | Q2 2026 | Sep 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 50,849 | 692 | 0.01% | 0.01% | 73 | -5,375 | -9.56% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 47,254 | 643 | 0.0% | 0.0% | 74 | -12,103 | -20.39% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 46,934 | 638 | 0.0% | 0.0% | 75 | +7,400 | 18.72% | Q2 2026 | Jul 29, 2026 |
| Jain Global LLC | History | New | 46,138 | 627 | 0.0% | — | 76 | +46,138 | New | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 45,737 | 622 | 0.0% | — | 77 | +45,737 | New | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 45,460 | 618 | 0.14% | 0.07% | 78 | +10,906 | 31.56% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 41,295 | 562 | 0.01% | 0.01% | 79 | -20,289 | -32.95% | Q2 2026 | Jul 20, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 41,214 | 560 | 0.0% | 0.0% | 80 | +2,220 | 5.69% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 40,602 | 552 | 0.0% | 0.0% | 81 | +1,101 | 2.79% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 40,078 | 545 | 0.0% | 0.0% | 82 | +21,702 | 118.1% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | New | 39,396 | 536 | 0.01% | — | 83 | +39,396 | New | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 36,782 | 500 | 0.0% | 0.0% | 84 | +9,204 | 33.37% | Q2 2026 | Jul 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 36,237 | 493 | 0.0% | 0.0% | 85 | -108,168 | -74.91% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 41,197 | 487 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Graham Capital Management, L.P. | History | New | 35,206 | 479 | 0.01% | — | 87 | +35,206 | New | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 35,131 | 478 | 0.01% | 0.0% | 88 | +6,564 | 22.98% | Q2 2026 | Aug 18, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 34,358 | 468 | 0.03% | — | 89 | +34,358 | New | Q2 2026 | Aug 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 33,817 | 460 | 0.02% | 0.06% | 90 | -54,257 | -61.6% | Q2 2026 | Aug 03, 2026 |
| AMALGAMATED BANK | History | Reduced | 33,657 | 458 | 0.0% | 0.0% | 91 | -1,382 | -3.94% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Added to | 33,534 | 456 | 0.0% | 0.0% | 93 | +2,951 | 9.65% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 33,548 | 456 | 0.0% | 0.0% | 92 | -681 | -1.99% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 33,212 | 452 | 0.01% | 0.0% | 94 | -61 | -0.18% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,847 | 447 | 0.0% | 0.0% | 95 | -2,961 | -8.27% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 31,258 | 425 | 0.0% | 0.0% | 96 | -9,261 | -22.86% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 30,783 | 420 | 0.0% | 0.0% | 97 | +3,679 | 13.57% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 30,462 | 414 | 0.0% | 0.0% | 98 | +12,000 | 65.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 29,735 | 404 | 0.0% | 0.0% | 99 | -1,090 | -3.54% | Q2 2026 | Jul 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 29,476 | 401 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | New | 29,328 | 399 | 0.02% | — | 101 | +29,328 | New | Q2 2026 | Aug 12, 2026 |
| CenterStar Asset Management, LLC | History | No change | 28,590 | 389 | 0.07% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 28,464 | 387 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 27,869 | 379 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 27,500 | 377 | 0.0% | 0.0% | 105 | +3,000 | 12.24% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,542 | 374 | 0.0% | 0.0% | 106 | +5,702 | 26.11% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 27,223 | 370 | 0.0% | 0.0% | 107 | +24,942 | 1093.47% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | Reduced | 27,330 | 368 | 0.06% | 0.08% | 108 | -17,405 | -38.91% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Added to | 27,010 | 367 | 0.0% | 0.0% | 109 | +2,128 | 8.55% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 25,886 | 352 | 0.0% | 0.0% | 110 | -388 | -1.48% | Q2 2026 | Aug 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 25,600 | 348 | 0.0% | 0.0% | 111 | +3,778 | 17.31% | Q2 2026 | Jul 23, 2026 |
| STRS OHIO | History | Added to | 24,400 | 332 | 0.0% | 0.0% | 112 | +3,200 | 15.09% | Q2 2026 | Jul 30, 2026 |
| SG Americas Securities, LLC | History | Added to | 24,015 | 327 | 0.0% | 0.0% | 113 | +4,109 | 20.64% | Q2 2026 | Aug 07, 2026 |
| Coppell Advisory Solutions LLC | History | New | 28 | 325 | 0.03% | — | 114 | +28 | New | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 23,709 | 322 | 0.0% | 0.0% | 115 | +2,037 | 9.4% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 23,602 | 321 | 0.0% | — | 116 | +23,602 | New | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 23,321 | 317 | 0.0% | 0.0% | 117 | +6,251 | 36.62% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 22,495 | 306 | 0.01% | 0.01% | 118 | +3,664 | 19.46% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 21,970 | 301 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 21,625 | 294 | 0.0% | 0.0% | 120 | +3,403 | 18.68% | Q2 2026 | Aug 19, 2026 |
| Powell Investment Advisors, LLC | History | No change | 21,225 | 291 | 0.09% | 0.09% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARCLAYS PLC | History | Reduced | 21,331 | 290 | 0.0% | 0.0% | 122 | -86,775 | -80.27% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 20,163 | 274 | 0.0% | 0.0% | 123 | -30,132 | -59.91% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,807 | 269 | 0.0% | 0.0% | 124 | +16,019 | 422.89% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 19,503 | 267 | 0.0% | 0.0% | 125 | -4,378 | -18.33% | Q2 2026 | Aug 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,530 | 265 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | Reduced | 19,225 | 261 | 0.01% | 0.01% | 127 | -2,127 | -9.96% | Q2 2026 | Jul 23, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 19,095 | 259 | 0.06% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 18,993 | 258 | 0.0% | 0.0% | 129 | -66,470 | -77.78% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | New | 18,975 | 258 | 0.0% | — | 130 | +18,975 | New | Q2 2026 | Jul 31, 2026 |
| Maryland State Retirement & Pension System | History | No change | 18,110 | 246 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 17,889 | 243 | 0.0% | — | 132 | +17,889 | New | Q2 2026 | Jul 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 17,795 | 242 | 0.0% | 0.0% | 133 | -1,205 | -6.34% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 17,508 | 238 | 0.0% | 0.0% | 134 | -20,165 | -53.53% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 16,259 | 221 | 0.0% | 0.0% | 135 | +5,457 | 50.52% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 16,217 | 220 | 0.0% | 0.0% | 136 | -9,387 | -36.66% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,765 | 214 | 0.0% | 0.0% | 137 | -816 | -4.92% | Q2 2026 | Aug 05, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 15,452 | 210 | 0.0% | 0.02% | 138 | -57,068 | -78.69% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | New | 15,490 | 210 | 0.02% | — | 139 | +15,490 | New | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | New | 15,380 | 209 | 0.01% | — | 141 | +15,380 | New | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 15,422 | 209 | 0.0% | 0.0% | 140 | +234 | 1.54% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | Added to | 15,351 | 208 | 0.0% | 0.0% | 142 | +2,015 | 15.11% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,100 | 205 | 0.0% | 0.0% | 143 | -49,200 | -76.52% | Q2 2026 | Aug 14, 2026 |
| Kingstone Capital Partners Texas, LLC | History | New | 15,082 | 205 | 0.11% | — | 144 | +15,082 | New | Q2 2026 | Aug 10, 2026 |
| BIP Wealth, LLC | History | New | 15,000 | 204 | 0.01% | — | 145 | +15,000 | New | Q2 2026 | Aug 03, 2026 |
| Pictet Asset Management Holding SA | History | No change | 14,887 | 202 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | Added to | 14,433 | 196 | 0.01% | 0.01% | 147 | +441 | 3.15% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 14,362 | 195 | 0.0% | 0.0% | 148 | +97 | 0.68% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | Added to | 14,082 | 191 | 0.0% | 0.0% | 149 | +2,743 | 24.19% | Q2 2026 | Aug 27, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 14,008 | 190 | 0.0% | 0.0% | 150 | +2,750 | 24.43% | Q2 2026 | Aug 14, 2026 |
| WealthTrust Axiom LLC | History | No change | 13,150 | 178 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rathbones Group PLC | History | New | 13,050 | 177 | 0.0% | — | 153 | +13,050 | New | Q2 2026 | Jul 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 13,340 | 177 | 0.0% | 0.0% | 152 | -2,885 | -17.78% | Q2 2026 | Jul 29, 2026 |
| M&T BANK CORP | History | Added to | 12,631 | 171 | 0.0% | 0.0% | 154 | +109 | 0.87% | Q2 2026 | Aug 04, 2026 |
| Bahl & Gaynor LLC | History | No change | 12,500 | 170 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Added to | 11,967 | 162 | 0.0% | 0.0% | 156 | +1,409 | 13.35% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | Added to | 11,758 | 160 | 0.0% | 0.0% | 157 | +1,441 | 13.97% | Q2 2026 | Aug 11, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 11,424 | 155 | 0.11% | 0.11% | 158 | +155 | 1.38% | Q2 2026 | Jul 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 11,318 | 154 | 0.0% | 0.0% | 159 | +1,341 | 13.44% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 11,235 | 152 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| one8zero8, LLC | History | No change | 11,000 | 149 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 10,784 | 146 | 0.0% | 0.0% | 162 | +29 | 0.27% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 10,130 | 137 | 0.01% | 0.01% | 163 | +43 | 0.43% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 10,000 | 136 | 0.04% | 0.03% | 165 | -1,400 | -12.28% | Q2 2026 | Jul 27, 2026 |
| Members Trust Co | History | No change | 10,000 | 136 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,489 | 129 | 0.0% | 0.0% | 166 | +3,663 | 62.87% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,231 | 126 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fulcrum Asset Management LLP | History | New | 8,596 | 117 | 0.01% | — | 168 | +8,596 | New | Q2 2026 | Aug 18, 2026 |
| Spire Wealth Management | History | No change | 8,300 | 112 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | Reduced | 6,957 | 94 | 0.0% | 0.0% | 170 | -193 | -2.7% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,581 | 89 | 0.0% | 0.0% | 171 | +1,298 | 24.57% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 6,000 | 81 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| State of Wyoming | History | Reduced | 5,294 | 72 | 0.01% | 0.01% | 173 | -341 | -6.05% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 5,274 | 71 | 0.0% | — | 174 | +5,274 | New | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,153 | 70 | 0.0% | 0.0% | 175 | +1,100 | 27.14% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 5,200 | 70 | 0.0% | 0.0% | 176 | -1,000 | -16.13% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 5,071 | 69 | 0.0% | 0.0% | 177 | +785 | 18.32% | Q2 2026 | Jul 07, 2026 |
| TOP Private Wealth LLC. | History | New | 4,700 | 63 | 0.06% | — | 178 | +4,700 | New | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 4,051 | 55 | 0.0% | — | 179 | +4,051 | New | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,585 | 49 | 0.0% | 0.0% | 180 | +630 | 21.32% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,385 | 46 | 0.0% | 0.01% | 181 | -1,631 | -32.52% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,259 | 44 | 0.0% | 0.0% | 182 | -1,480 | -31.23% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,145 | 42 | 0.0% | 0.0% | 183 | +78 | 2.54% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,513 | 34 | 0.0% | 0.0% | 184 | -1,526 | -37.78% | Q2 2026 | Jul 28, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 2,432 | 33 | 0.01% | 0.01% | 185 | +69 | 2.92% | Q2 2026 | Jul 27, 2026 |
| Daytona Street Capital LLC | History | No change | 2,489 | 33 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,233 | 30 | 0.0% | 0.0% | 187 | +1,766 | 378.16% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | New | 2,044 | 27 | 0.0% | — | 189 | +2,044 | New | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,972 | 27 | 0.0% | 0.0% | 188 | +425 | 27.47% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | New | 1,847 | 25 | 0.0% | — | 190 | +1,847 | New | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | Added to | 1,707 | 23 | 0.0% | 0.0% | 191 | +1,467 | 611.25% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,615 | 21 | 0.0% | 0.0% | 192 | -1,620 | -50.08% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 1,518 | 20 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,500 | 20 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,250 | 17 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 1,271 | 15 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 922 | 13 | 0.0% | 0.0% | 197 | -172 | -15.72% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | No change | 831 | 11 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Corsicana & Co. | History | New | 800 | 10 | 0.0% | — | 199 | +800 | New | Q2 2026 | Jul 24, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 665 | 9 | 0.0% | 0.0% | 200 | -2,347 | -77.92% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 734 | 9 | 0.0% | — | 205 | +734 | New | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 665 | 9 | 0.0% | 0.0% | 201 | +354 | 113.83% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 662 | 9 | 0.0% | 0.0% | 203 | -339 | -33.87% | Q2 2026 | Jul 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 701 | 9 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 668 | 9 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Institute for Wealth Management, LLC. | History | New | 600 | 8 | 0.0% | — | 208 | +600 | New | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 624 | 8 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 600 | 8 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| High Point Wealth Management, LLC | History | Added to | 531 | 7 | 0.01% | 0.01% | 210 | +15 | 2.91% | Q2 2026 | Jul 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 565 | 7 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHP Wealth Management | History | New | 500 | 6 | 0.0% | — | 214 | +500 | New | Q2 2026 | Aug 11, 2026 |
| Bare Financial Services, Inc | History | Added to | 507 | 6 | 0.0% | 0.0% | 213 | +412 | 433.68% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | Added to | 459 | 6 | 0.0% | 0.0% | 212 | +48 | 11.68% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 500 | 6 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Redwood Park Advisors LLC | History | New | 400 | 5 | 0.0% | — | 215 | +400 | New | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 301 | 4 | 0.0% | 0.0% | 216 | +206 | 216.84% | Q2 2026 | Jul 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 321 | 4 | 0.0% | 0.0% | 217 | -50 | -13.48% | Q2 2026 | Jul 06, 2026 |
| Vision Retirement, LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| High Note Wealth, LLC | History | New | 264 | 3 | 0.0% | — | 223 | +264 | New | Q2 2026 | Jul 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 237 | 3 | 0.0% | 0.0% | 222 | -24 | -9.2% | Q2 2026 | Aug 12, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 198 | 3 | 0.0% | 0.0% | 221 | +6 | 3.13% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 250 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Anfield Capital Management, LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST HORIZON CORP | History | New | 200 | 2 | 0.0% | — | 227 | +200 | New | Q2 2026 | Jul 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 111 | 2 | 0.0% | — | 225 | +102 | 1133.33% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 211 | 2 | 0.0% | 0.0% | 224 | +6 | 2.93% | Q2 2026 | Aug 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 63 | 1 | 0.0% | — | 229 | +52 | 472.73% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 140 | 1 | 0.0% | 0.0% | 228 | -10 | -6.67% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 98 | 1 | 0.0% | 0.0% | 232 | +1 | 1.03% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 112 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -881,416 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -653,941 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -300,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bayview Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -176,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121,036 | -100.0% | Q2 2026 | Aug 03, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -81,687 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.07% | — | -69,311 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -58,743 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -39,849 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -31,312 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -25,900 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Permanens Capital L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -22,298 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,063 | -100.0% | Q2 2026 | Aug 06, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 1.72% | — | -14,267 | -100.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,324 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,417 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -6,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,250 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,208 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -880 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Bogart Wealth, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -748 | -98.29% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 72 | 0 | — | — | — | +72 | New | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | New | 65 | 0 | — | — | — | +65 | New | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | New | 47 | 0 | — | — | — | +47 | New | Q2 2026 | Aug 10, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q2 2026 | Jul 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q2 2026 | Jul 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 65 | 0 | — | — | — | -17 | -20.73% | Q2 2026 | Jul 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 06, 2026 |
| Davis Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 16, 2026 |
| Crewe Advisors LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 23, 2026 |
| Evolution Advisers, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 31, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q2 2026 | Jul 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ancora Advisors LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| TSFG, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| True Wealth Design, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |