Franklin BSP Realty Trust, Inc. - FBRT
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 | Reduced | 13,002,861 | 105,843 | 0.0% | 0.0% | 1 | -118,999 | -0.91% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 3,429,239 | 27,914 | 0.0% | 0.0% | 2 | -131,370 | -3.69% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 3,241,000 | 27,016 | 0.0% | 0.0% | 3 | +31,461 | 0.98% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,070,316 | 16,855 | 0.0% | 0.0% | 4 | +28,458 | 1.39% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Added to | 1,850,367 | 15,061 | 0.0% | 0.0% | 5 | +110,905 | 6.38% | Q2 2026 | Aug 14, 2026 |
| GRATIA CAPITAL, LLC | History | Reduced | 1,769,370 | 14,402 | 8.71% | 8.52% | 6 | -509,330 | -22.35% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,500,096 | 12,210 | 0.0% | 0.0% | 7 | -290 | -0.02% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 1,346,899 | 10,963 | 0.0% | 0.0% | 8 | -356,781 | -20.94% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 1,279,728 | 10,416 | 0.0% | 0.0% | 9 | -1,503,122 | -54.01% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,110,467 | 9,039 | 0.0% | 0.0% | 10 | -107,273 | -8.81% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,033,650 | 8,413 | 0.0% | 0.0% | 11 | +171,612 | 19.91% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 825,882 | 6,722 | 0.0% | 0.0% | 12 | +659,750 | 397.12% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 808,521 | 6,581 | 0.0% | 0.0% | 13 | -21,824 | -2.63% | Q2 2026 | Aug 13, 2026 |
| Waterfall Asset Management, LLC | History | New | 758,000 | 6,170 | 3.78% | — | 14 | +758,000 | New | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 706,061 | 5,747 | 0.0% | 0.01% | 15 | -116,193 | -14.13% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 624,976 | 5,087 | 0.0% | 0.0% | 16 | -9,411 | -1.48% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 613,488 | 4,993 | 0.0% | 0.0% | 17 | +27 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GABELLI FUNDS LLC | History | Added to | 575,919 | 4,687 | 0.03% | 0.03% | 18 | +19,667 | 3.54% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 546,284 | 4,446 | 0.0% | 0.0% | 19 | +476,752 | 685.66% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 512,429 | 4,171 | 0.0% | 0.0% | 20 | -20,841 | -3.91% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 505,646 | 4,115 | 0.0% | 0.0% | 21 | +239,923 | 90.29% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 466,282 | 3,795 | 0.0% | 0.0% | 22 | -14,834 | -3.08% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 444,774 | 3,620 | 0.0% | — | 23 | +444,774 | New | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | Reduced | 400,000 | 3,256 | 0.02% | 0.07% | 24 | -1,100,000 | -73.33% | Q2 2026 | Aug 14, 2026 |
| Q Global Advisors, LLC | History | No change | 398,078 | 3,240 | 2.07% | 2.98% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 371,976 | 3,027 | 0.0% | 0.0% | 26 | -24,428 | -6.16% | Q2 2026 | Aug 04, 2026 |
| Almitas Capital LLC | History | Added to | 298,190 | 2,427 | 0.58% | 0.19% | 27 | +199,136 | 201.04% | Q2 2026 | Aug 14, 2026 |
| Orchard Capital Management, LLC | History | Added to | 267,856 | 2,180 | 2.12% | 1.43% | 28 | +106,137 | 65.63% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 264,692 | 2,154 | 0.03% | 0.04% | 29 | +483 | 0.18% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 264,385 | 2,152 | 0.01% | 0.01% | 30 | -27,373 | -9.38% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 248,913 | 2,026 | 0.0% | 0.0% | 31 | +98,333 | 65.3% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 242,407 | 1,973 | 0.0% | — | 32 | +242,407 | New | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 228,231 | 1,857 | 0.0% | 0.0% | 33 | +79,465 | 53.42% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 204,207 | 1,662 | 0.0% | 0.0% | 34 | +201,823 | 8465.73% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 192,674 | 1,568 | 0.01% | 0.02% | 35 | +3,757 | 1.99% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 190,937 | 1,554 | 0.0% | 0.0% | 36 | -40,853 | -17.63% | Q2 2026 | Aug 11, 2026 |
| DENALI ADVISORS LLC | History | No change | 180,800 | 1,471 | 0.15% | 0.17% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | Reduced | 180,700 | 1,470 | 0.0% | 0.0% | 38 | -13,810 | -7.1% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 179,800 | 1,463 | 0.0% | — | 39 | +179,800 | New | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | Reduced | 158,433 | 1,289 | 0.0% | 0.0% | 40 | -3,900 | -2.4% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 153,224 | 1,247 | 0.01% | 0.01% | 41 | +4,836 | 3.26% | Q2 2026 | Aug 11, 2026 |
| Penserra Capital Management LLC | History | Added to | 145,248 | 1,182 | 0.01% | 0.01% | 42 | +27,738 | 23.6% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 124,706 | 1,017 | 0.0% | 0.0% | 43 | -16,392 | -11.62% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 123,723 | 1,007 | 0.0% | 0.0% | 44 | -2,470 | -1.96% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 121,272 | 988 | 0.0% | 0.0% | 45 | +87,587 | 260.02% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 111,008 | 942 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 106,604 | 869 | 0.12% | 0.14% | 47 | -1,880 | -1.73% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 106,086 | 863 | 0.0% | 0.0% | 48 | +38,383 | 56.69% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 103,989 | 846 | 0.0% | 0.0% | 49 | +62,493 | 150.6% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 103,926 | 845 | 0.0% | 0.0% | 50 | -258,090 | -71.29% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 89,646 | 729 | 0.0% | 0.0% | 51 | +13,398 | 17.57% | Q2 2026 | Aug 24, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 88,113 | 717 | 0.0% | 0.0% | 52 | -381 | -0.43% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 86,967 | 707 | 0.0% | 0.0% | 53 | +38,441 | 79.22% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 83,587 | 680 | 0.0% | 0.0% | 54 | -41,440 | -33.14% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 82,794 | 674 | 0.0% | 0.0% | 55 | +5,547 | 7.18% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 81,243 | 661 | 0.0% | 0.0% | 56 | -956 | -1.16% | Q2 2026 | Aug 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 78,474 | 638 | 0.0% | 0.0% | 57 | +22,158 | 39.35% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 77,597 | 631 | 0.0% | 0.02% | 58 | +190 | 0.25% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 77,042 | 630 | 0.0% | 0.0% | 59 | +59,400 | 336.7% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 76,551 | 623 | 0.0% | 0.0% | 60 | -9,110 | -10.63% | Q2 2026 | Aug 12, 2026 |
| Atom Investors LP | History | New | 75,694 | 616 | 0.05% | — | 61 | +75,694 | New | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 73,638 | 599 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 71,668 | 583 | 0.0% | — | 63 | +71,668 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 71,582 | 582 | 0.0% | 0.0% | 64 | +34,117 | 91.06% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | New | 69,252 | 563 | 0.0% | — | 65 | +69,252 | New | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 65,000 | 529 | 0.04% | 0.03% | 66 | +24,865 | 61.95% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 64,211 | 522 | 0.01% | — | 67 | +64,211 | New | Q2 2026 | Jul 13, 2026 |
| LPL Financial LLC | History | Added to | 61,034 | 496 | 0.0% | 0.0% | 68 | +4,893 | 8.72% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 59,060 | 480 | 0.0% | 0.0% | 69 | -18,994 | -24.33% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 58,511 | 476 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 55,565 | 452 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 55,515 | 451 | 0.0% | 0.0% | 72 | +25,535 | 85.17% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | Added to | 52,022 | 423 | 0.02% | 0.02% | 73 | +10,313 | 24.73% | Q2 2026 | Jul 29, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 51,865 | 422 | 0.0% | 0.0% | 74 | +31,061 | 149.3% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 50,539 | 411 | 0.0% | 0.0% | 75 | -3,897 | -7.16% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 50,246 | 409 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 49,955 | 406 | 0.0% | 0.0% | 77 | +13,775 | 38.07% | Q2 2026 | Aug 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 48,452 | 394 | 0.03% | 0.03% | 78 | +10,036 | 26.12% | Q2 2026 | Jul 09, 2026 |
| Abel Hall, LLC | History | Added to | 48,016 | 390 | 0.07% | 0.07% | 79 | +6,690 | 16.19% | Q2 2026 | Jul 24, 2026 |
| Advisor OS, LLC | History | Reduced | 46,134 | 375 | 0.03% | 0.03% | 80 | -2,800 | -5.72% | Q2 2026 | Aug 05, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 45,442 | 369 | 0.0% | 0.0% | 81 | +3,437 | 8.18% | Q2 2026 | Aug 12, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 45,204 | 367 | 0.09% | — | 82 | +45,204 | New | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 44,491 | 362 | 0.01% | 0.0% | 83 | +20,597 | 86.2% | Q2 2026 | Aug 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 44,300 | 360 | 0.0% | 0.0% | 84 | -1,860 | -4.03% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 43,332 | 352 | 0.0% | 0.0% | 85 | +36,346 | 520.27% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 42,331 | 344 | 0.0% | — | 86 | +42,331 | New | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 40,314 | 328 | 0.01% | 0.0% | 87 | +28,214 | 233.17% | Q2 2026 | Jul 31, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 39,847 | 324 | 0.0% | 0.0% | 88 | +3,230 | 8.82% | Q2 2026 | Jul 23, 2026 |
| Miller Global Investments, LLC | History | No change | 39,420 | 320 | 0.27% | 0.31% | 89 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 37,960 | 308 | 0.01% | — | 90 | +37,960 | New | Q2 2026 | Jul 17, 2026 |
| HUB Investment Partners, LLC | History | New | 37,822 | 307 | 0.01% | — | 91 | +37,822 | New | Q2 2026 | Jul 31, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 36,116 | 306 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Jupiter Topco LLC | History | New | 36,116 | 294 | 0.0% | — | 93 | +36,116 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 35,779 | 291 | 0.0% | 0.04% | 94 | -3,055,969 | -98.84% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 33,700 | 274 | 0.0% | 0.01% | 95 | -2,500 | -6.91% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 33,180 | 270 | 0.0% | 0.0% | 96 | -4,503 | -11.95% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 32,341 | 263 | 0.0% | 0.03% | 97 | -100,635 | -75.68% | Q2 2026 | Jul 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 31,988 | 260 | 0.0% | 0.0% | 98 | -1,158 | -3.49% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 31,303 | 254 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 29,974 | 249 | 0.0% | 0.0% | 100 | -71 | -0.24% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,259 | 238 | 0.0% | 0.0% | 101 | +841 | 2.96% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 28,257 | 230 | 0.0% | 0.0% | 102 | +1,276 | 4.73% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 27,543 | 224 | 0.05% | 0.09% | 103 | -7,607 | -21.64% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 27,221 | 221 | 0.0% | 0.0% | 104 | -15,808 | -36.74% | Q2 2026 | Aug 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 26,816 | 218 | 0.04% | — | 106 | +26,816 | New | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | Reduced | 26,859 | 218 | 0.0% | 0.0% | 105 | -6,544 | -19.59% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 26,233 | 213 | 0.0% | 0.0% | 107 | +1,072 | 4.26% | Q2 2026 | Aug 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | New | 25,085 | 209 | 0.03% | — | 108 | +25,085 | New | Q2 2026 | Jul 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 25,346 | 206 | 0.0% | 0.0% | 109 | -14,912 | -37.04% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Reduced | 25,324 | 206 | 0.0% | 0.0% | 110 | -5,288 | -17.27% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Added to | 24,958 | 203 | 0.0% | 0.0% | 111 | +9,018 | 56.57% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 24,293 | 197 | 0.02% | 0.03% | 112 | -2,454 | -9.17% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 23,743 | 193 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Entropy Technologies, LP | History | New | 23,318 | 189 | 0.01% | — | 115 | +23,318 | New | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 23,296 | 189 | 0.0% | — | 114 | +23,296 | New | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 22,844 | 185 | 0.02% | — | 116 | +22,844 | New | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 22,616 | 184 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 22,011 | 177 | 0.0% | 0.03% | 119 | +976 | 4.64% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | Reduced | 21,782 | 177 | 0.0% | 0.0% | 118 | -610 | -2.72% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 22,011 | 177 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 21,238 | 172 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 20,902 | 170 | 0.0% | 0.0% | 122 | -2,337 | -10.06% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | New | 20,788 | 169 | 0.0% | — | 124 | +20,788 | New | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 20,773 | 169 | 0.0% | 0.0% | 123 | -1,478 | -6.64% | Q2 2026 | Sep 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 20,699 | 168 | 0.01% | — | 129 | +20,699 | New | Q2 2026 | Jul 21, 2026 |
| AMALGAMATED BANK | History | Reduced | 20,694 | 168 | 0.0% | 0.0% | 126 | -2,797 | -11.91% | Q2 2026 | Jul 23, 2026 |
| NFSG Corp | History | Reduced | 20,757 | 168 | 0.02% | 0.03% | 128 | -2,680 | -11.43% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 20,717 | 168 | 0.0% | 0.0% | 127 | -826 | -3.83% | Q2 2026 | Jul 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 20,670 | 168 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 8,711 | 166 | 0.02% | 0.04% | 130 | +111 | 1.29% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 19,611 | 166 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 19,534 | 159 | 0.0% | 0.0% | 132 | -74,350 | -79.19% | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 18,530 | 157 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 18,369 | 149 | 0.01% | — | 134 | +18,369 | New | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 18,251 | 148 | 0.0% | 0.0% | 135 | -1,917 | -9.51% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,926 | 145 | 0.0% | 0.0% | 136 | -2,916 | -13.99% | Q2 2026 | Jul 28, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 17,446 | 142 | 0.0% | 0.0% | 137 | -1,200 | -6.44% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 17,221 | 140 | 0.0% | 0.0% | 139 | -1,796 | -9.44% | Q2 2026 | Aug 06, 2026 |
| Concorde Asset Management, LLC | History | Added to | 16,900 | 140 | 0.08% | 0.06% | 138 | +1,600 | 10.46% | Q2 2026 | Aug 18, 2026 |
| Symmetry Partners, LLC | History | New | 16,914 | 137 | 0.01% | — | 140 | +16,914 | New | Q2 2026 | Jul 23, 2026 |
| HSBC HOLDINGS PLC | History | New | 16,694 | 136 | 0.0% | — | 141 | +16,694 | New | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 16,356 | 133 | 0.0% | 0.0% | 142 | -9,264 | -36.16% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 16,156 | 131 | 0.0% | — | 144 | +16,156 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 16,103 | 131 | 0.0% | 0.0% | 143 | -1,165 | -6.75% | Q2 2026 | Aug 05, 2026 |
| Park Capital Management, LLC / WI | History | New | 16,013 | 130 | 0.08% | — | 145 | +16,013 | New | Q2 2026 | Jul 10, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 15,916 | 129 | 0.0% | 0.0% | 146 | -637 | -3.85% | Q2 2026 | Jul 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 15,370 | 125 | 0.0% | 0.01% | 147 | -1,459 | -8.67% | Q2 2026 | Aug 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 15,451 | 125 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 14,894 | 121 | 0.0% | 0.0% | 150 | -2,000 | -11.84% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 14,900 | 121 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Graham Capital Management, L.P. | History | New | 14,476 | 117 | 0.0% | — | 151 | +14,476 | New | Q2 2026 | Aug 14, 2026 |
| FourThought Financial Partners, LLC | History | New | 14,053 | 114 | 0.01% | — | 153 | +14,053 | New | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 14,100 | 114 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ExodusPoint Capital Management, LP | History | New | 13,957 | 113 | 0.0% | — | 154 | +13,957 | New | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 13,668 | 111 | 0.0% | — | 155 | +13,668 | New | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,492 | 109 | 0.0% | 0.0% | 156 | +2,209 | 19.58% | Q2 2026 | Jul 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 13,320 | 108 | 0.07% | 0.1% | 157 | -8,286 | -38.35% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,966 | 105 | 0.0% | 0.0% | 158 | +1,912 | 17.3% | Q2 2026 | Aug 07, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 12,665 | 103 | 0.02% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | New | 12,606 | 102 | 0.0% | — | 160 | +12,606 | New | Q2 2026 | Aug 14, 2026 |
| Sollinda Capital Management LLC | History | No change | 12,487 | 101 | 0.02% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 12,500 | 101 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,259 | 99 | 0.0% | 0.0% | 163 | -24,747 | -66.87% | Q2 2026 | Aug 19, 2026 |
| Disciplined Investments, LLC | History | No change | 12,000 | 97 | 0.03% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,811 | 96 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ignite Planners, LLC | History | Reduced | 11,735 | 95 | 0.01% | 0.02% | 166 | -1,200 | -9.28% | Q2 2026 | Jul 23, 2026 |
| Occidental Asset Management, LLC | History | New | 11,604 | 94 | 0.01% | — | 167 | +11,604 | New | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | New | 11,604 | 94 | 0.0% | — | 168 | +11,604 | New | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,353 | 92 | 0.0% | 0.0% | 169 | -6,850 | -37.63% | Q2 2026 | Aug 13, 2026 |
| Raleigh Capital Management Inc. | History | No change | 11,345 | 92 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ProShare Advisors LLC | History | Reduced | 11,072 | 90 | 0.0% | 0.0% | 171 | -1,669 | -13.1% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | Added to | 11,177 | 90 | 0.0% | 0.0% | 172 | +15 | 0.13% | Q2 2026 | Jul 23, 2026 |
| Able Wealth Management LLC | History | New | 11,032 | 89 | 0.02% | — | 174 | +11,032 | New | Q2 2026 | Jul 29, 2026 |
| Neuberger Berman Group LLC | History | New | 10,947 | 89 | 0.0% | — | 173 | +10,947 | New | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | New | 10,801 | 87 | 0.0% | — | 177 | +10,801 | New | Q2 2026 | Aug 03, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 10,809 | 87 | 0.0% | 0.0% | 176 | -1,170 | -9.77% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | Added to | 10,796 | 87 | 0.0% | 0.0% | 175 | +493 | 4.79% | Q2 2026 | Aug 03, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 10,676 | 86 | 0.0% | — | 179 | +10,676 | New | Q2 2026 | Jul 31, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 10,578 | 86 | 0.06% | 0.06% | 178 | +238 | 2.3% | Q2 2026 | Jul 29, 2026 |
| SteelPeak Wealth, LLC | History | New | 10,237 | 85 | 0.0% | — | 180 | +10,237 | New | Q2 2026 | Jul 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 10,390 | 84 | 0.0% | — | 181 | +10,390 | New | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | New | 10,379 | 81 | 0.01% | — | 182 | +10,379 | New | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,930 | 80 | 0.0% | 0.01% | 183 | -62,151 | -86.22% | Q2 2026 | Jul 17, 2026 |
| 10Elms LLP | History | No change | 4,200 | 80 | 0.03% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 9,539 | 77 | 0.0% | 0.0% | 185 | +4,885 | 104.96% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 8,474 | 68 | 0.0% | 0.0% | 186 | -1,818 | -17.66% | Q2 2026 | Jul 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 7,604 | 64 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Gravity Companies, Inc. | History | New | 7,604 | 61 | 0.01% | — | 188 | +7,604 | New | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | New | 6,965 | 56 | 0.0% | — | 189 | +6,965 | New | Q2 2026 | Aug 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,841 | 55 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 5,574 | 45 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,000 | 40 | 0.0% | 0.0% | 192 | -800 | -13.79% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 4,081 | 33 | 0.0% | — | 193 | +4,081 | New | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,861 | 31 | 0.0% | 0.0% | 194 | -2,790 | -41.95% | Q2 2026 | Aug 11, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 2,809 | 22 | 0.01% | — | 196 | +2,809 | New | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 2,783 | 22 | 0.0% | 0.0% | 195 | +456 | 19.6% | Q2 2026 | Aug 17, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 2,592 | 21 | 0.01% | 0.01% | 197 | -360 | -12.2% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,391 | 19 | 0.0% | 0.0% | 198 | -2,806 | -53.99% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 2,240 | 18 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,164 | 17 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,934 | 15 | 0.0% | — | 202 | +1,934 | New | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,880 | 15 | 0.0% | — | 203 | +1,880 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,886 | 15 | 0.0% | 0.0% | 201 | +23 | 1.23% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 1,502 | 12 | 0.0% | — | 206 | +1,502 | New | Q2 2026 | Aug 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,532 | 12 | 0.0% | 0.0% | 204 | -1,181 | -43.53% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,526 | 12 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,320 | 11 | 0.0% | 0.0% | 207 | -4,151 | -75.87% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,405 | 11 | 0.0% | — | 209 | +1,405 | New | Q2 2026 | Jul 22, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,461 | 11 | 0.0% | 0.0% | 208 | -1,226 | -45.63% | Q2 2026 | Jul 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,250 | 10 | 0.0% | — | 211 | +1,174 | 1544.74% | Q2 2026 | Jul 23, 2026 |
| Covestor Ltd | History | Added to | 1,259 | 10 | 0.01% | 0.0% | 212 | +1,171 | 1330.68% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,185 | 10 | 0.0% | 0.0% | 210 | -364 | -23.5% | Q2 2026 | Aug 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 1,222 | 9 | 0.0% | — | 213 | +1,222 | New | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,064 | 8 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 967 | 7 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 680 | 6 | 0.0% | 0.0% | 216 | -1,364 | -66.73% | Q2 2026 | Aug 13, 2026 |
| High Note Wealth, LLC | History | New | 537 | 4 | 0.0% | — | 220 | +537 | New | Q2 2026 | Jul 23, 2026 |
| Optiver Holding B.V. | History | Added to | 542 | 4 | 0.0% | 0.0% | 219 | +328 | 153.27% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 510 | 4 | 0.0% | 0.0% | 217 | +29 | 6.03% | Q2 2026 | Aug 06, 2026 |
| Vestcor Inc | History | No change | 473 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 470 | 3 | 0.0% | — | 221 | +435 | 1242.86% | Q2 2026 | Aug 14, 2026 |
| WEST PACES ADVISORS INC. | History | New | 435 | 3 | 0.0% | — | 226 | +435 | New | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | Added to | 396 | 3 | 0.0% | — | 224 | +391 | 7820.0% | Q2 2026 | Jul 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 478 | 3 | 0.0% | 0.0% | 222 | +111 | 30.25% | Q2 2026 | Jul 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 422 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 409 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Investors Portfolio Services LLC | History | New | 334 | 2 | 0.0% | — | 231 | +334 | New | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 250 | 2 | 0.0% | — | 230 | +250 | New | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | Added to | 314 | 2 | 0.0% | — | 228 | +221 | 237.63% | Q2 2026 | Aug 13, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 279 | 2 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 240 | 1 | 0.0% | 0.0% | 232 | -3,172 | -92.97% | Q2 2026 | Aug 07, 2026 |
| Luminist Capital LLC | History | New | 234 | 1 | 0.0% | — | 233 | +234 | New | Q2 2026 | Aug 07, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.24% | — | -338,294 | -100.0% | Q2 2026 | Aug 12, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.43% | — | -136,861 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Strong Tower Advisory Services | History | Closed out | 0 | 0 | — | 0.14% | — | -86,749 | -100.0% | Q2 2026 | Jul 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -85,293 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -62,524 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -20,843 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.65% | — | -17,068 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,974 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,654 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -12,482 | -100.0% | Q2 2026 | Jul 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,544 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -10,083 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,111 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,224 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -657 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -422 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -152 | -60.32% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 39 | 0 | — | 0.0% | — | -110 | -73.83% | Q2 2026 | Aug 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 57 | 0 | — | — | — | +57 | New | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 47 | 0 | — | — | — | +47 | New | Q2 2026 | Aug 13, 2026 |
| Graney & King, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q2 2026 | Aug 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Sep 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5 | 0 | — | — | — | -19 | -79.17% | Q2 2026 | Jul 24, 2026 |
| Evolution Advisers, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 107 | 0 | — | 0.0% | — | -12 | -10.08% | Q2 2026 | Aug 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 24, 2026 |
| Davis Capital Management | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 16, 2026 |
| Quarry LP | History | Reduced | 109 | 0 | — | — | — | -2 | -1.8% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |