FRANKLIN STREET PROPERTIES CORP /MA/ - FSP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 10,161,175 | 5,233 | 0.14% | 0.19% | 1 | +107,557 | 1.07% | Q2 2026 | Jul 31, 2026 |
| Newtyn Management, LLC | History | No change | 7,150,000 | 3,682 | 0.46% | 0.51% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Converium Capital Inc. | History | No change | 6,608,478 | 3,403 | 0.43% | 0.75% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,789,235 | 2,466 | 0.0% | 0.0% | 4 | -174,134 | -3.51% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 3,736,238 | 1,924 | 0.0% | 0.0% | 5 | +120,472 | 3.33% | Q2 2026 | Aug 13, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 2,869,173 | 1,477 | 1.04% | 1.49% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,996,246 | 1,025 | 0.0% | 0.0% | 7 | -212,932 | -9.64% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,916,987 | 987 | 0.0% | 0.0% | 8 | +224,384 | 13.26% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 1,390,429 | 716 | 0.0% | 0.0% | 9 | -4,603,852 | -76.8% | Q2 2026 | Aug 07, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | No change | 1,231,656 | 634 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| MORGAN STANLEY | History | Reduced | 1,175,065 | 605 | 0.0% | 0.0% | 11 | -570,923 | -32.7% | Q2 2026 | Aug 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 1,086,643 | 559 | 0.03% | 0.03% | 12 | +210,672 | 24.05% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 958,456 | 493 | 0.02% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 938,924 | 483 | 0.0% | 0.0% | 14 | +615,421 | 190.24% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 909,782 | 468 | 0.0% | 0.0% | 15 | -1,350,845 | -59.76% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 854,669 | 440 | 0.0% | — | 16 | +854,669 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 668,054 | 344 | 0.0% | 0.0% | 17 | +540,270 | 422.8% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 566,786 | 291 | 0.0% | 0.0% | 18 | +27,526 | 5.1% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 524,705 | 270 | 0.0% | — | 19 | +524,705 | New | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 499,496 | 257 | 0.02% | 0.02% | 20 | -21,454 | -4.12% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 490,602 | 252 | 0.0% | 0.0% | 21 | -32,052 | -6.13% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 442,807 | 228 | 0.0% | 0.0% | 22 | +412,747 | 1373.08% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 423,310 | 218 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Reduced | 420,203 | 216 | 0.0% | 0.0% | 24 | -1,180,280 | -73.75% | Q2 2026 | Aug 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 399,237 | 205 | 0.0% | 0.0% | 25 | -197,871 | -33.14% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 383,899 | 197 | 0.0% | 0.0% | 26 | -43,854 | -10.25% | Q2 2026 | Aug 14, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | Added to | 332,694 | 171 | 0.06% | 0.04% | 27 | +172,300 | 107.42% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 310,270 | 159 | 0.0% | 0.0% | 28 | +189,185 | 156.24% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 268,759 | 138 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | New | 252,355 | 131 | 0.0% | — | 30 | +252,355 | New | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 231,957 | 119 | 0.0% | 0.0% | 31 | +104,229 | 81.6% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 201,311 | 103 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 198,867 | 102 | 0.0% | 0.0% | 33 | -427,512 | -68.25% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 148,891 | 76 | 0.0% | 0.0% | 34 | +26,537 | 21.69% | Q2 2026 | Sep 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 146,357 | 75 | 0.0% | 0.0% | 35 | -3,953 | -2.63% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 137,795 | 70 | 0.0% | 0.0% | 36 | -89,240 | -39.31% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 134,769 | 69 | 0.0% | — | 37 | +134,769 | New | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | No change | 123,204 | 63 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 114,912 | 59 | 0.0% | 0.0% | 39 | +80,987 | 238.72% | Q2 2026 | Aug 11, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 109,213 | 57 | 0.0% | 0.0% | 40 | -279,559 | -71.91% | Q2 2026 | Aug 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 95,200 | 49 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 86,259 | 44 | 0.0% | — | 42 | +86,259 | New | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | New | 79,556 | 41 | 0.0% | — | 43 | +79,556 | New | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 75,381 | 38 | 0.0% | 0.0% | 44 | +15,912 | 26.76% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 70,324 | 36 | 0.0% | 0.0% | 45 | +17,967 | 34.32% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 66,542 | 34 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFSG, LLC | History | Reduced | 64,400 | 33 | 0.0% | 0.0% | 47 | -2,080 | -3.13% | Q2 2026 | Jul 20, 2026 |
| Invesco Ltd. | History | Reduced | 63,200 | 32 | 0.0% | 0.0% | 48 | -49,985 | -44.16% | Q2 2026 | Aug 14, 2026 |
| Ground Swell Capital, LLC | History | New | 60,653 | 31 | 0.03% | — | 50 | +60,653 | New | Q2 2026 | Aug 05, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 60,267 | 31 | 0.0% | 0.0% | 49 | -1,259 | -2.05% | Q2 2026 | Jul 30, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 53,551 | 27 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 44,609 | 22 | 0.0% | — | 52 | +44,609 | New | Q2 2026 | Aug 14, 2026 |
| Secure Asset Management, LLC | History | Added to | 41,742 | 21 | 0.0% | 0.0% | 53 | +6,742 | 19.26% | Q2 2026 | Jul 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 36,794 | 19 | 0.0% | — | 55 | +36,794 | New | Q2 2026 | Aug 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 37,014 | 19 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 34,423 | 17 | 0.0% | 0.0% | 56 | +24,113 | 233.88% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | Added to | 32,053 | 16 | 0.0% | 0.0% | 57 | +21,750 | 211.1% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 27,610 | 14 | 0.0% | 0.0% | 58 | -242 | -0.87% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | Reduced | 26,868 | 13 | 0.0% | 0.0% | 60 | -1,325,214 | -98.01% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 25,953 | 13 | 0.0% | 0.0% | 59 | +15,179 | 140.89% | Q2 2026 | Aug 19, 2026 |
| Callan Family Office, LLC | History | Reduced | 23,872 | 12 | 0.0% | 0.0% | 62 | -66,464 | -73.57% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Reduced | 25,000 | 12 | 0.0% | 0.0% | 61 | -5,405 | -17.78% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | New | 23,277 | 11 | 0.0% | — | 63 | +23,277 | New | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 19,777 | 10 | 0.0% | 0.0% | 64 | -1,113 | -5.33% | Q2 2026 | Aug 13, 2026 |
| Beartown Capital Management, LLC | History | No change | 19,868 | 10 | 0.0% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 18,328 | 9 | 0.0% | — | 67 | +18,328 | New | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | New | 17,805 | 9 | 0.0% | — | 68 | +17,805 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 14,993 | 9 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 14,395 | 7 | 0.0% | — | 71 | +14,375 | 71875.0% | Q2 2026 | Aug 10, 2026 |
| Glenview Trust Co | History | Reduced | 14,574 | 7 | 0.0% | 0.0% | 72 | -3,150 | -17.77% | Q2 2026 | Aug 18, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 13,676 | 7 | 0.0% | 0.0% | 69 | -109 | -0.79% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 15,115 | 7 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 13,229 | 6 | 0.0% | — | 73 | +13,229 | New | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | New | 12,250 | 6 | 0.0% | — | 74 | +12,250 | New | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Reduced | 10,938 | 5 | 0.0% | 0.0% | 75 | -80,484 | -88.04% | Q2 2026 | Aug 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 10,931 | 5 | 0.0% | — | 83 | +10,931 | New | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | New | 10,594 | 5 | 0.0% | — | 82 | +10,594 | New | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | New | 10,393 | 5 | 0.0% | — | 81 | +10,393 | New | Q2 2026 | Jul 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,356 | 5 | 0.0% | — | 80 | +10,356 | New | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 10,339 | 5 | 0.0% | — | 79 | +10,339 | New | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 10,558 | 5 | 0.0% | 0.0% | 76 | +420 | 4.14% | Q2 2026 | Aug 11, 2026 |
| JNBA Financial Advisors | History | No change | 10,021 | 5 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Greenspring Advisors, LLC | History | No change | 11,634 | 5 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Reduced | 9,205 | 4 | 0.0% | 0.0% | 84 | -9,241 | -50.1% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,621 | 3 | 0.0% | 0.0% | 85 | -37,223 | -84.9% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7,525 | 3 | 0.0% | 0.0% | 86 | -19,360 | -72.01% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,115 | 1 | 0.0% | 0.0% | 87 | -12,107 | -85.13% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,930 | 1 | 0.0% | 0.0% | 88 | +729 | 60.7% | Q2 2026 | Aug 07, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,249 | 1 | 0.0% | 0.0% | 90 | -9 | -0.4% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 2,400 | 1 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,507 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | No change | 1,616 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Madison Avenue Partners, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -1,080,132 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -533,567 | -100.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -501,423 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -221,609 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133,939 | -100.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -118,929 | -100.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -74,890 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -61,023 | -100.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -46,835 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -45,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -44,617 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -39,002 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,818 | -100.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,060 | -100.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,230 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -20,507 | -100.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,355 | 0 | — | 0.0% | — | -18,441 | -93.16% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -18,200 | -100.0% | Q2 2026 | Jul 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,910 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,279 | -100.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,972 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,556 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -7,400 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,982 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,290 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Reduced | 3 | 0 | — | 0.0% | — | -4,251 | -99.93% | Q2 2026 | Aug 03, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,297 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,796 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | Reduced | 1,338 | 0 | — | 0.0% | — | -1,524 | -53.25% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -1,223 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 1,694 | 0 | — | — | — | +1,157 | 215.46% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,919 | 0 | — | — | — | +1,071 | 126.3% | Q2 2026 | Jul 24, 2026 |
| Bare Financial Services, Inc | History | New | 980 | 0 | — | — | — | +980 | New | Q2 2026 | Jul 27, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 479 | 0 | — | — | — | +479 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 400 | 0 | — | — | — | +400 | New | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -382 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 429 | 0 | — | — | — | +373 | 666.07% | Q2 2026 | Jul 17, 2026 |
| True Wealth Design, LLC | History | Added to | 462 | 0 | — | — | — | +326 | 239.71% | Q2 2026 | Jul 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 314 | 0 | — | — | — | +241 | 330.14% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | New | 138 | 0 | — | — | — | +138 | New | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | Added to | 465 | 0 | — | — | — | +124 | 36.36% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -111 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 89 | 0 | — | — | — | +76 | 584.62% | Q2 2026 | Jul 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 72 | 0 | — | — | — | +72 | New | Q2 2026 | Jul 22, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 777 | 0 | — | — | — | -8 | -1.02% | Q2 2026 | Jul 07, 2026 |
| Clearstead Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,300 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,800 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |