Farmland Partners Inc. - FPI
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 | 4,162,165 | 40,289 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,123,495 | 20,555 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,738,179 | 16,825 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accordant Advisory Group Inc | History | Added to | 1,472,811 | 16,716 | 10.48% | 9.56% | 4 | +8,235 | 0.56% | Q3 2026 | Oct 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,186,196 | 11,484 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,148,972 | 11,122 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 940,234 | 9,101 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 916,218 | 8,868 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 813,588 | 7,875 | 0.74% | 0.74% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 435,322 | 4,213 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 390,400 | 3,779 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 369,643 | 3,578 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 357,784 | 3,463 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 355,959 | 3,445 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 284,721 | 2,756 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 275,112 | 2,663 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 267,609 | 2,590 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 267,465 | 2,589 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 258,246 | 2,523 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 259,763 | 2,514 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 245,589 | 2,377 | 0.5% | 0.5% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 233,167 | 2,257 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 222,406 | 2,152 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MARSHALL WACE, LLP | History | No change | 206,545 | 1,999 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 198,919 | 1,920 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 196,929 | 1,906 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 193,431 | 1,872 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 189,729 | 1,836 | 1.47% | 1.47% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 184,499 | 1,785 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 176,076 | 1,704 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 172,571 | 1,670 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 151,960 | 1,470 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 135,992 | 1,316 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 120,142 | 1,162 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 118,235 | 1,144 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 116,100 | 1,123 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 112,419 | 1,088 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 102,070 | 988 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 88,935 | 860 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 83,823 | 811 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 81,415 | 788 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nuveen, LLC | History | No change | 79,633 | 770 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 65,405 | 742 | 0.01% | — | 43 | +65,405 | New | Q3 2026 | Oct 30, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 73,852 | 714 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 69,980 | 677 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 68,500 | 663 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 54,863 | 622 | 0.0% | 0.0% | 47 | -108 | -0.2% | Q3 2026 | Oct 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 64,191 | 622 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 53,230 | 597 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 51,774 | 587 | 0.03% | 0.03% | 50 | +2 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cetera Investment Advisers | History | No change | 57,784 | 559 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 55,396 | 536 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 42,034 | 477 | 0.0% | 0.0% | 53 | -672 | -1.57% | Q3 2026 | Oct 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 48,972 | 474 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 40,984 | 465 | 0.09% | 0.04% | 55 | +20,408 | 99.18% | Q3 2026 | Oct 15, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 47,058 | 455 | 0.21% | 0.21% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 46,624 | 451 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 46,295 | 448 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 46,040 | 445 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 45,059 | 436 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 44,577 | 431 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 37,966 | 430 | 0.0% | 0.0% | 62 | +7,937 | 26.43% | Q3 2026 | Nov 04, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | New | 35,419 | 402 | 0.21% | — | 63 | +35,419 | New | Q3 2026 | Oct 19, 2026 |
| Red Door Wealth Management, LLC | History | No change | 39,977 | 386 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 38,300 | 370 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corecam Pte. Ltd. | History | Added to | 31,530 | 357 | 0.15% | 0.09% | 66 | +7,740 | 32.53% | Q3 2026 | Oct 23, 2026 |
| Engineers Gate Manager LP | History | No change | 36,768 | 355 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 36,748 | 355 | 0.22% | 0.22% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 35,430 | 342 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 33,866 | 328 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,256 | 320 | 0.0% | 0.0% | 71 | +1,732 | 6.53% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,240 | 306 | 0.0% | 0.0% | 72 | +10,843 | 58.94% | Q3 2026 | Oct 13, 2026 |
| UMB Bank, n.a. | History | No change | 31,600 | 305 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 31,116 | 301 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,992 | 290 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 30,003 | 290 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 25,321 | 287 | 0.0% | 0.0% | 77 | +12,182 | 92.72% | Q3 2026 | Nov 02, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 24,341 | 274 | 0.0% | 0.0% | 78 | -568 | -2.28% | Q3 2026 | Oct 15, 2026 |
| EntryPoint Capital, LLC | History | No change | 28,112 | 272 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allen Capital Group, LLC | History | New | 22,667 | 257 | 0.02% | — | 80 | +22,667 | New | Q3 2026 | Oct 27, 2026 |
| Focus Partners Wealth | History | No change | 25,641 | 248 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop National Bank | History | No change | 21,800 | 247 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| OPPENHEIMER & CO INC | History | New | 21,398 | 242 | 0.0% | — | 83 | +21,398 | New | Q3 2026 | Oct 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 21,246 | 241 | 0.0% | 0.0% | 84 | -504 | -2.32% | Q3 2026 | Oct 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 20,953 | 237 | 0.0% | 0.0% | 85 | +3,932 | 23.1% | Q3 2026 | Oct 20, 2026 |
| MetLife Investment Management, LLC | History | No change | 24,054 | 232 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 23,483 | 227 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 22,217 | 220 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 22,029 | 213 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 21,131 | 204 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 19,491 | 188 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 19,159 | 185 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 18,992 | 183 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 18,604 | 181 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daiwa Securities Group Inc. | History | No change | 15,863 | 180 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Capital Square, LLC | History | Reduced | 14,701 | 166 | 0.07% | 0.09% | 97 | -5,744 | -28.09% | Q3 2026 | Oct 19, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 17,251 | 166 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 14,118 | 160 | 0.0% | 0.0% | 98 | +13,687 | 3175.64% | Q3 2026 | Oct 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 14,087 | 159 | 0.0% | 0.0% | 99 | +1,178 | 9.13% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 13,955 | 158 | 0.01% | 0.01% | 100 | +2,685 | 23.82% | Q3 2026 | Nov 04, 2026 |
| Ballentine Partners, LLC | History | No change | 16,030 | 155 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,183 | 149 | 0.0% | 0.0% | 102 | +158 | 1.21% | Q3 2026 | Nov 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 15,361 | 148 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parvin Asset Management, LLC | History | No change | 15,375 | 148 | 0.12% | 0.12% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 14,895 | 144 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 14,455 | 139 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,380 | 139 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 14,229 | 137 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 11,460 | 130 | 0.0% | 0.0% | 109 | +526 | 4.81% | Q3 2026 | Oct 23, 2026 |
| Sound Stewardship, LLC | History | New | 11,250 | 127 | 0.05% | — | 111 | +11,250 | New | Q3 2026 | Oct 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 13,215 | 127 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Park Financial, Inc. | History | New | 11,040 | 125 | 0.07% | — | 112 | +11,040 | New | Q3 2026 | Oct 13, 2026 |
| STRS OHIO | History | Added to | 10,700 | 121 | 0.0% | 0.0% | 113 | +3,200 | 42.67% | Q3 2026 | Oct 30, 2026 |
| WINTON GROUP Ltd | History | No change | 12,349 | 119 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMC-Chicago, LLC | History | No change | 12,227 | 118 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 11,348 | 109 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 9,350 | 106 | 0.05% | — | 117 | +9,350 | New | Q3 2026 | Oct 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 10,222 | 98 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,433 | 71 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | No change | 6,928 | 67 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,376 | 42 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 4,150 | 40 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 4,041 | 39 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 3,223 | 36 | 0.01% | 0.01% | 124 | +389 | 13.73% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | Reduced | 2,755 | 31 | 0.0% | 0.0% | 125 | -16,269 | -85.52% | Q3 2026 | Nov 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,156 | 30 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Holdings, LLC | History | No change | 3,173 | 30 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 2,808 | 27 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | New | 2,227 | 25 | 0.0% | — | 129 | +2,227 | New | Q3 2026 | Oct 14, 2026 |
| Arax Advisory Partners | History | No change | 2,581 | 24 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,058 | 23 | 0.0% | 0.0% | 131 | +1,400 | 212.77% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | No change | 2,237 | 21 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 1,788 | 20 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Quantbot Technologies LP | History | No change | 2,005 | 19 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 1,800 | 17 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,753 | 16 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,456 | 14 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,375 | 13 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,274 | 12 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,165 | 11 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 843 | 9 | 0.0% | 0.0% | 143 | +663 | 368.33% | Q3 2026 | Nov 03, 2026 |
| GAMMA Investing LLC | History | Added to | 830 | 9 | 0.0% | 0.0% | 145 | +444 | 115.03% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 813 | 9 | 0.0% | 0.0% | 141 | -18 | -2.17% | Q3 2026 | Oct 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,000 | 9 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,005 | 9 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 875 | 8 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 866 | 8 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elyxium Wealth, LLC | History | New | 636 | 7 | 0.0% | — | 148 | +636 | New | Q3 2026 | Oct 27, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 565 | 6 | 0.0% | — | 153 | +565 | New | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 539 | 6 | 0.0% | — | 152 | +534 | 10680.0% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 707 | 6 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 667 | 6 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 571 | 6 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 545 | 5 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Versant Capital Management, Inc | History | Reduced | 380 | 4 | 0.0% | 0.0% | 156 | -123 | -24.45% | Q3 2026 | Oct 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 416 | 4 | 0.0% | 0.0% | 155 | -13 | -3.03% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 296 | 3 | 0.0% | 0.0% | 160 | +139 | 88.54% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 232 | 3 | 0.0% | 0.0% | 158 | +5 | 2.2% | Q3 2026 | Oct 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 352 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 300 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 315 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 284 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 181 | 2 | 0.0% | — | 168 | +181 | New | Q3 2026 | Oct 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 233 | 2 | 0.0% | — | 164 | +139 | 147.87% | Q3 2026 | Oct 28, 2026 |
| Essential Partners LLC | History | Added to | 211 | 2 | 0.0% | 0.0% | 167 | +55 | 35.26% | Q3 2026 | Oct 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 210 | 2 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Truvestments Capital LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 243 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | New | 169 | 1 | 0.0% | — | 177 | +169 | New | Q3 2026 | Oct 15, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 114 | 1 | 0.0% | — | 176 | +114 | New | Q3 2026 | Oct 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 160 | 1 | 0.0% | — | 170 | +100 | 166.67% | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Added to | 126 | 1 | 0.0% | — | 172 | +78 | 162.5% | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | Added to | 93 | 1 | 0.0% | — | 169 | +16 | 20.78% | Q3 2026 | Oct 21, 2026 |
| Key Capital Management, INC | History | Added to | 106 | 1 | 0.0% | 0.0% | 175 | +1 | 0.95% | Q3 2026 | Nov 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 114 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basepoint Wealth LLC | History | No change | 133 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -93,823 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.14% | — | -43,658 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,996 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,371 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,304 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 66 | 0 | — | — | — | +66 | New | Q3 2026 | Oct 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | — | — | -65 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Independence Bank of Kentucky | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Oct 26, 2026 |
| Nova Financial LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Nov 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 88 | 0 | — | — | — | -3 | -3.3% | Q3 2026 | Oct 20, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| US BANCORP \DE\ | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 84 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |