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 | No change | 20,877,584 | 284,143 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,339,974 | 72,677 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 4,952,930 | 68,043 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,180,748 | 43,299 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,245,858 | 30,566 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,159,940 | 29,396 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,839,150 | 25,030 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,480,642 | 20,240 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,486,781 | 20,235 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 1,408,396 | 19,168 | 9.47% | 9.47% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,253,122 | 17,054 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,152,852 | 15,690 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMG Holdings, L.P. | History | No change | 1,122,952 | 15,283 | 12.21% | 12.21% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 860,613 | 11,712 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 854,436 | 11,628 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 820,680 | 11,169 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 818,015 | 11,133 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 735,331 | 10,007 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 689,244 | 9,380 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 615,788 | 7,284 | 0.0% | 0.0% | 20 | +9,776 | 1.61% | Q3 2026 | Nov 02, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 534,767 | 7,278 | 0.19% | 0.19% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 445,443 | 6,062 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 430,819 | 5,863 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 419,108 | 5,704 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 386,890 | 5,265 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 346,909 | 4,721 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 315,107 | 4,288 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 286,795 | 3,903 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 286,067 | 3,893 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 271,498 | 3,695 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 251,024 | 3,416 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 243,900 | 3,319 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 237,325 | 3,229 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 219,816 | 2,994 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK INVESTMENTS L P | History | No change | 200,000 | 2,722 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| FMR LLC | History | No change | 196,980 | 2,680 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GraniteShares Advisors LLC | History | Added to | 206,145 | 2,438 | 1.6% | 1.78% | 37 | +3,189 | 1.57% | Q3 2026 | Oct 29, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 193,225 | 2,285 | 0.07% | 0.07% | 38 | +8,872 | 4.81% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 153,985 | 2,095 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 152,081 | 2,070 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 150,386 | 2,046 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 146,276 | 1,990 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 140,324 | 1,909 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 128,908 | 1,754 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 127,803 | 1,739 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 141,706 | 1,679 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 119,250 | 1,622 | 2.05% | 2.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 117,147 | 1,594 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Penserra Capital Management LLC | History | No change | 107,785 | 1,466 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 100,000 | 1,361 | 0.48% | 0.48% | 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 |
| Lido Advisors, LLC | History | Added to | 112,854 | 1,335 | 0.0% | 0.0% | 52 | +29,300 | 35.07% | Q3 2026 | Nov 04, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 93,985 | 1,279 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 91,180 | 1,240 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 88,884 | 1,209 | 0.61% | 0.61% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 95,480 | 1,129 | 0.09% | 0.11% | 56 | -687 | -0.71% | Q3 2026 | Oct 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 82,342 | 1,121 | 0.0% | 0.0% | 57 | 0 | 0.0% | 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 | No change | 78,638 | 1,070 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 72,672 | 989 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 68,914 | 937 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 60,497 | 823 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 60,076 | 817 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLSTATE CORP | History | No change | 56,387 | 767 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 56,266 | 765 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 62,766 | 742 | 0.01% | 0.01% | 66 | -1,038 | -1.63% | Q3 2026 | Nov 05, 2026 |
| HBK Sorce Advisory LLC | History | No change | 53,085 | 702 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 51,525 | 701 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 50,849 | 692 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 54,900 | 649 | 0.01% | 0.01% | 70 | -100 | -0.18% | Q3 2026 | Oct 20, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 47,254 | 643 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 46,934 | 638 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jain Global LLC | History | No change | 46,138 | 627 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 45,737 | 622 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 45,460 | 618 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Artemis Investment Management LLP | History | No change | 52,170 | 617 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Brevan Howard Capital Management LP | History | No change | 41,214 | 560 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 40,602 | 552 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 40,078 | 545 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 39,396 | 536 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 36,782 | 500 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 36,237 | 493 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 35,206 | 479 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 35,131 | 478 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 34,358 | 468 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 33,817 | 460 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 33,548 | 456 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 32,847 | 447 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 31,258 | 425 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 30,783 | 420 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 30,462 | 414 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 34,438 | 407 | 0.0% | 0.0% | 92 | +904 | 2.7% | Q3 2026 | Nov 03, 2026 |
| STRS OHIO | History | Added to | 34,000 | 402 | 0.0% | 0.0% | 93 | +9,600 | 39.34% | Q3 2026 | Oct 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 29,476 | 401 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 29,328 | 399 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 33,298 | 394 | 0.0% | 0.0% | 96 | -359 | -1.07% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 32,350 | 382 | 0.0% | 0.01% | 97 | -862 | -2.6% | Q3 2026 | Oct 22, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 27,869 | 379 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 27,500 | 377 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 27,223 | 370 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | No change | 27,330 | 368 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 27,010 | 367 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 30,367 | 359 | 0.0% | 0.0% | 103 | +632 | 2.13% | Q3 2026 | Nov 03, 2026 |
| Ethic Inc. | History | New | 30,231 | 357 | 0.0% | — | 104 | +30,231 | New | Q3 2026 | Nov 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 25,886 | 352 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 28,624 | 342 | 0.0% | 0.0% | 106 | +9,121 | 46.77% | Q3 2026 | Oct 20, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 28,964 | 342 | 0.0% | 0.0% | 107 | +500 | 1.76% | Q3 2026 | Oct 29, 2026 |
| CenterStar Asset Management, LLC | History | No change | 28,590 | 338 | 0.08% | 0.07% | 108 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SG Americas Securities, LLC | History | No change | 24,015 | 327 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 28 | 325 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 23,709 | 322 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 23,602 | 321 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 23,321 | 317 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,601 | 314 | 0.0% | 0.0% | 114 | -941 | -3.42% | Q3 2026 | Nov 02, 2026 |
| Moors & Cabot, Inc. | History | No change | 22,495 | 306 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 25,600 | 303 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 21,970 | 301 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,625 | 294 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| IMC-Chicago, LLC | History | New | 24,681 | 291 | 0.0% | — | 119 | +24,681 | New | Q3 2026 | Nov 05, 2026 |
| BARCLAYS PLC | History | No change | 21,331 | 290 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19,807 | 269 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,530 | 265 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | No change | 19,225 | 261 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| StoneX Group Inc. | History | New | 20,984 | 260 | 0.01% | — | 124 | +20,984 | New | Q3 2026 | Nov 03, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 19,095 | 259 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 18,993 | 258 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 21,652 | 256 | 0.0% | 0.01% | 127 | -19,643 | -47.57% | Q3 2026 | Oct 15, 2026 |
| Powell Investment Advisors, LLC | History | No change | 21,225 | 253 | 0.08% | 0.09% | 128 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 21,374 | 252 | 0.12% | 0.11% | 129 | +6,292 | 41.72% | Q3 2026 | Nov 02, 2026 |
| Maryland State Retirement & Pension System | History | No change | 18,110 | 246 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 17,889 | 243 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 17,508 | 238 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUREfi Wealth, LLC | History | New | 20,002 | 236 | 0.11% | — | 134 | +20,002 | New | Q3 2026 | Oct 19, 2026 |
| Brookstone Capital Management | History | Added to | 20,014 | 236 | 0.0% | 0.0% | 133 | +4,663 | 30.38% | Q3 2026 | Oct 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 19,423 | 227 | 0.0% | 0.0% | 135 | +6,083 | 45.6% | Q3 2026 | Oct 26, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 16,259 | 221 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 16,217 | 220 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 15,765 | 214 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atom Investors LP | History | No change | 15,490 | 210 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 15,452 | 210 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 15,380 | 209 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,100 | 205 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 17,148 | 202 | 0.0% | 0.0% | 143 | -647 | -3.64% | Q3 2026 | Oct 28, 2026 |
| Larson Financial Group LLC | History | No change | 14,433 | 196 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 16,463 | 194 | 0.0% | 0.0% | 145 | -46,194 | -73.73% | Q3 2026 | Nov 04, 2026 |
| Corient Private Wealth LP | History | No change | 14,082 | 191 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 14,008 | 190 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 15,888 | 187 | 0.0% | 0.0% | 148 | +466 | 3.02% | Q3 2026 | Nov 03, 2026 |
| WealthTrust Axiom LLC | History | No change | 13,150 | 178 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rathbones Group PLC | History | No change | 13,050 | 177 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BIP Wealth, LLC | History | No change | 15,000 | 177 | 0.0% | 0.01% | 151 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Pictet Asset Management Holding SA | History | No change | 14,887 | 176 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Added to | 14,831 | 175 | 0.0% | 0.0% | 153 | +4,047 | 37.53% | Q3 2026 | Nov 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 14,706 | 173 | 0.0% | 0.0% | 154 | +344 | 2.4% | Q3 2026 | Oct 23, 2026 |
| M&T BANK CORP | History | No change | 12,631 | 171 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11,318 | 154 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 11,235 | 152 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,688 | 150 | 0.0% | 0.0% | 158 | -7,475 | -37.07% | Q3 2026 | Nov 02, 2026 |
| one8zero8, LLC | History | No change | 11,000 | 149 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bahl & Gaynor LLC | History | No change | 12,500 | 147 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| XPONANCE LLC | History | Reduced | 11,761 | 139 | 0.0% | 0.0% | 161 | -206 | -1.72% | Q3 2026 | Nov 03, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 11,589 | 137 | 0.1% | 0.11% | 163 | +165 | 1.44% | Q3 2026 | Oct 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 10,130 | 137 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 11,542 | 136 | 0.0% | 0.0% | 166 | -216 | -1.84% | Q3 2026 | Oct 27, 2026 |
| Members Trust Co | History | No change | 10,000 | 136 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 10,000 | 136 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,489 | 129 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,231 | 126 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 10,100 | 119 | 0.0% | 0.0% | 169 | +4,900 | 94.23% | Q3 2026 | Nov 02, 2026 |
| Spire Wealth Management | History | No change | 8,300 | 98 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 6,957 | 94 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,581 | 89 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 6,603 | 78 | 0.0% | 0.0% | 173 | +1,532 | 30.21% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,274 | 71 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,153 | 70 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 6,000 | 70 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| TOP Private Wealth LLC. | History | No change | 4,700 | 63 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 4,051 | 55 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 4,530 | 53 | 0.0% | — | 179 | +4,530 | New | Q3 2026 | Nov 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,585 | 49 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 3,259 | 44 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,385 | 40 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,181 | 37 | 0.0% | 0.0% | 183 | +36 | 1.14% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,566 | 30 | 0.0% | 0.0% | 185 | +1,904 | 287.61% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,233 | 30 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 2,505 | 29 | 0.01% | 0.01% | 186 | +73 | 3.0% | Q3 2026 | Nov 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,428 | 28 | 0.0% | 0.0% | 187 | -85 | -3.38% | Q3 2026 | Oct 22, 2026 |
| Daytona Street Capital LLC | History | No change | 2,489 | 28 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BESSEMER GROUP INC | History | No change | 1,972 | 27 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 2,044 | 27 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMPLEX TRADING, LLC | History | New | 2,168 | 25 | 0.0% | — | 191 | +2,168 | New | Q3 2026 | Nov 04, 2026 |
| Quarry LP | History | No change | 1,707 | 23 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,615 | 21 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,500 | 20 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | No change | 1,518 | 17 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,250 | 17 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,108 | 13 | 0.0% | 0.0% | 197 | +277 | 33.33% | Q3 2026 | Oct 01, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 911 | 11 | 0.0% | 0.0% | 198 | -11 | -1.19% | Q3 2026 | Oct 22, 2026 |
| Corsicana & Co. | History | No change | 800 | 10 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GROUP ONE TRADING LLC | History | No change | 665 | 9 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 734 | 9 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | New | 679 | 8 | 0.0% | — | 205 | +679 | New | Q3 2026 | Oct 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 701 | 8 | 0.0% | 0.0% | 203 | +36 | 5.41% | Q3 2026 | Nov 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 600 | 8 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 701 | 8 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 650 | 7 | 0.0% | — | 207 | +593 | 1040.35% | Q3 2026 | Oct 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 565 | 7 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 668 | 7 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 600 | 7 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 589 | 6 | 0.0% | — | 212 | +524 | 806.15% | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 586 | 6 | 0.0% | 0.0% | 213 | -38 | -6.09% | Q3 2026 | Nov 03, 2026 |
| High Point Wealth Management, LLC | History | Added to | 547 | 6 | 0.0% | 0.01% | 216 | +16 | 3.01% | Q3 2026 | Nov 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 513 | 6 | 0.0% | 0.0% | 210 | +13 | 2.6% | Q3 2026 | Oct 23, 2026 |
| Bare Financial Services, Inc | History | Added to | 514 | 6 | 0.0% | 0.0% | 215 | +7 | 1.38% | Q3 2026 | Nov 04, 2026 |
| UMB Bank, n.a. | History | No change | 459 | 6 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 500 | 6 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redwood Park Advisors LLC | History | No change | 400 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Vision Retirement, LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUST CO OF VERMONT | History | New | 280 | 3 | 0.0% | — | 222 | +280 | New | Q3 2026 | Oct 21, 2026 |
| Roble, Belko & Company, Inc | History | No change | 198 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Optiver Holding B.V. | History | No change | 237 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 321 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| High Note Wealth, LLC | History | Reduced | 173 | 2 | 0.0% | 0.0% | 226 | -91 | -34.47% | Q3 2026 | Oct 27, 2026 |
| FIRST HORIZON CORP | History | No change | 200 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 211 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 100 | 1 | 0.0% | 0.0% | 228 | -150 | -60.0% | Q3 2026 | Oct 26, 2026 |
| Covestor Ltd | History | Added to | 116 | 1 | 0.0% | 0.0% | 230 | +53 | 84.13% | Q3 2026 | Oct 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 91 | 1 | 0.0% | — | 229 | +52 | 133.33% | Q3 2026 | Oct 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 140 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 112 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 98 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65,870 | -100.0% | Q3 2026 | Oct 28, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,975 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,596 | -100.0% | Q3 2026 | Nov 04, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -5,294 | -100.0% | Q3 2026 | Oct 28, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,847 | -100.0% | Q3 2026 | Oct 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 70 | 0 | — | 0.0% | — | -231 | -76.74% | Q3 2026 | Oct 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -102 | -91.89% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | — | — | -72 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 68 | 0 | — | — | — | +68 | New | Q3 2026 | Oct 21, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -56 | -100.0% | Q3 2026 | Oct 16, 2026 |
| UMB Private Wealth Management, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q3 2026 | Oct 19, 2026 |
| SJS Investment Consulting Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 26, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 21, 2026 |
| Rydar Equities, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 49 | 0 | — | — | — | +7 | 16.67% | Q3 2026 | Oct 23, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Ancora Advisors LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Bogart Wealth, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crewe Advisors LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Evolution Advisers, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| True Wealth Design, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 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 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |