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 | Reduced | 10,053,618 | 6,680 | 0.19% | 0.28% | 1 | -66,210 | -0.65% | Q1 2026 | May 08, 2026 |
| Newtyn Management, LLC | History | No change | 7,150,000 | 4,751 | 0.51% | 0.71% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 4,678,234 | 4,425 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Converium Capital Inc. | History | No change | 6,608,478 | 4,391 | 2.51% | 4.92% | 4 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| BlackRock, Inc. | History | Reduced | 5,994,281 | 3,983 | 0.0% | 0.0% | 5 | -26,553 | -0.44% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,963,369 | 3,295 | 0.0% | 0.0% | 6 | -228,546 | -4.4% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,615,766 | 2,404 | 0.0% | — | 7 | +3,615,766 | New | Q1 2026 | May 15, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 2,869,173 | 1,906 | 1.49% | 2.16% | 8 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,260,627 | 1,502 | 0.0% | 0.0% | 9 | +418,183 | 22.7% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,209,178 | 1,467 | 0.0% | 0.0% | 10 | -238,919 | -9.76% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,745,988 | 1,160 | 0.0% | 0.0% | 11 | -297,467 | -14.56% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,692,603 | 1,124 | 0.0% | 0.0% | 12 | +304,177 | 21.91% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 1,600,483 | 1,063 | 0.0% | 0.0% | 13 | +100,220 | 6.68% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,352,082 | 897 | 0.0% | 0.0% | 14 | +1,135,892 | 525.41% | Q1 2026 | May 05, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | No change | 1,231,656 | 818 | 0.01% | 0.02% | 15 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Madison Avenue Partners, LP | History | Reduced | 1,080,132 | 717 | 0.03% | 0.09% | 16 | -1,173,257 | -52.07% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 958,456 | 636 | 0.03% | 0.04% | 17 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 875,971 | 582 | 0.03% | 0.02% | 18 | +532,010 | 154.67% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 626,379 | 416 | 0.0% | 0.0% | 19 | +22,507 | 3.73% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 597,108 | 396 | 0.0% | 0.0% | 20 | -34,878 | -5.52% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 539,260 | 358 | 0.0% | 0.0% | 21 | +250,778 | 86.93% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 533,567 | 354 | 0.0% | — | 22 | +533,567 | New | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 522,654 | 347 | 0.0% | — | 23 | +522,654 | New | Q1 2026 | May 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 520,950 | 346 | 0.02% | 0.03% | 24 | +115,648 | 28.53% | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 501,423 | 333 | 0.0% | 0.0% | 25 | +353,903 | 239.9% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 427,753 | 284 | 0.0% | 0.0% | 26 | -83,018 | -16.25% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 423,310 | 281 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 388,772 | 254 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 323,503 | 214 | 0.0% | 0.0% | 29 | +253,941 | 365.06% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 222,900 | 210 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 268,759 | 178 | 0.01% | 0.01% | 31 | +65,000 | 31.9% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 227,035 | 150 | 0.0% | 0.0% | 32 | -584,654 | -72.03% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 221,609 | 147 | 0.0% | 0.0% | 33 | +886 | 0.4% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | No change | 201,311 | 133 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | New | 160,394 | 106 | 0.04% | — | 35 | +160,394 | New | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 150,310 | 99 | 0.0% | 0.0% | 36 | +115,475 | 331.49% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | No change | 133,939 | 89 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 127,784 | 84 | 0.0% | 0.0% | 38 | -399,300 | -75.76% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 127,728 | 84 | 0.0% | 0.0% | 39 | -67,970 | -34.73% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 122,354 | 81 | 0.0% | 0.0% | 41 | +2,110 | 1.75% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | No change | 123,204 | 81 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 121,085 | 80 | 0.0% | 0.0% | 42 | -29,054 | -19.35% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 118,929 | 78 | 0.0% | 0.0% | 43 | +45,251 | 61.42% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Reduced | 113,185 | 75 | 0.0% | 0.0% | 44 | -763 | -0.67% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 74,890 | 70 | 0.0% | 0.0% | 45 | +6,800 | 9.99% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 95,200 | 63 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Added to | 90,336 | 60 | 0.0% | 0.0% | 48 | +78,364 | 654.56% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 91,422 | 60 | 0.0% | 0.0% | 47 | +21,179 | 30.15% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 66,542 | 44 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BFSG, LLC | History | No change | 66,480 | 44 | 0.0% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 61,526 | 40 | 0.0% | 0.0% | 52 | -21,854 | -26.21% | Q1 2026 | Apr 30, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 61,023 | 40 | 0.0% | 0.0% | 51 | -3,121 | -4.87% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 59,469 | 39 | 0.0% | 0.0% | 53 | +3,521 | 6.29% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 53,551 | 35 | 0.0% | — | 54 | +53,551 | New | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 52,357 | 34 | 0.0% | 0.0% | 55 | +18,580 | 55.01% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 45,600 | 31 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | No change | 46,835 | 31 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 44,618 | 29 | 0.0% | 0.0% | 59 | -64,315 | -59.04% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 43,844 | 29 | 0.0% | 0.0% | 58 | -56,327 | -56.23% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Reduced | 37,818 | 25 | 0.01% | 0.01% | 62 | -15,003 | -28.4% | Q1 2026 | Apr 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 39,002 | 25 | 0.0% | 0.0% | 60 | +1,064 | 2.8% | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 37,014 | 25 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Secure Asset Management, LLC | History | Added to | 35,000 | 23 | 0.0% | 0.0% | 63 | +25,000 | 250.0% | Q1 2026 | Apr 09, 2026 |
| IEQ CAPITAL, LLC | History | New | 33,925 | 22 | 0.0% | — | 64 | +33,925 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 32,060 | 21 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | No change | 30,405 | 20 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 30,060 | 19 | 0.0% | 0.0% | 67 | +15,638 | 108.43% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 27,852 | 18 | 0.0% | 0.0% | 68 | -563 | -1.98% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 26,885 | 17 | 0.0% | 0.0% | 69 | +15,462 | 135.36% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 24,230 | 16 | 0.0% | 0.0% | 70 | -9,721 | -28.63% | Q1 2026 | May 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 20,890 | 13 | 0.0% | 0.0% | 71 | +6,432 | 44.49% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 19,796 | 13 | 0.0% | 0.0% | 72 | +2,526 | 14.63% | Q1 2026 | May 12, 2026 |
| Beartown Capital Management, LLC | History | No change | 19,868 | 13 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 20,507 | 13 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 18,446 | 12 | 0.0% | 0.0% | 75 | -104,131 | -84.95% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | No change | 18,200 | 12 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Glenview Trust Co | History | No change | 17,724 | 11 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 15,115 | 10 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 14,993 | 9 | 0.0% | 0.0% | 82 | +12,030 | 406.01% | Q1 2026 | May 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 13,785 | 9 | 0.0% | 0.0% | 79 | +309 | 2.29% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 14,222 | 9 | 0.0% | 0.0% | 80 | -202 | -1.4% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 14,910 | 9 | 0.0% | 0.0% | 81 | +30 | 0.2% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,279 | 8 | 0.0% | 0.0% | 83 | -1,184 | -8.19% | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 11,972 | 7 | 0.0% | — | 86 | +11,972 | New | Q1 2026 | May 12, 2026 |
| Greenspring Advisors, LLC | History | New | 11,634 | 7 | 0.0% | — | 87 | +11,634 | New | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,774 | 7 | 0.0% | — | 84 | +10,774 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,310 | 7 | 0.0% | — | 85 | +10,310 | New | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | New | 10,303 | 6 | 0.0% | — | 92 | +10,303 | New | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 10,138 | 6 | 0.0% | 0.0% | 89 | -2,230 | -18.03% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,556 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7,360 | 6 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | No change | 10,021 | 6 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,290 | 4 | 0.0% | 0.0% | 95 | -645 | -9.3% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | No change | 6,982 | 4 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,400 | 4 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Added to | 4,254 | 2 | 0.0% | 0.0% | 96 | +2,463 | 137.52% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,297 | 2 | 0.0% | 0.0% | 97 | -2,165 | -39.64% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Added to | 2,862 | 1 | 0.0% | — | 105 | +2,786 | 3665.79% | Q1 2026 | May 21, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,201 | 1 | 0.0% | 0.0% | 98 | +60 | 5.26% | Q1 2026 | Apr 28, 2026 |
| MetLife Investment Management, LLC | History | Added to | 2,258 | 1 | 0.0% | 0.0% | 100 | +37 | 1.67% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 2,400 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,507 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,800 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,796 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | No change | 1,616 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Peapod Lane Capital LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -614,235 | -100.0% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -194,488 | -100.0% | Q1 2026 | May 12, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128,450 | -100.0% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Closed out | 0 | 0 | — | 0.0% | — | -41,474 | -100.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -39,734 | -100.0% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -32,500 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,600 | -100.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,400 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,563 | -100.0% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -4,837 | -100.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,790 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,487 | -100.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 848 | 0 | — | — | — | +736 | 657.14% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 537 | 0 | — | — | — | +537 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -405 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 382 | 0 | — | — | — | +382 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 341 | 0 | — | — | — | +222 | 186.55% | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 785 | 0 | — | — | — | -208 | -20.95% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Added to | 1,223 | 0 | — | 0.0% | — | +148 | 13.77% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -139 | -100.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 136 | 0 | — | — | — | +129 | 1842.86% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 111 | 0 | — | — | — | +111 | New | Q1 2026 | Apr 24, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -88 | -100.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 73 | 0 | — | — | — | +73 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 23, 2026 |
| GROUP ONE TRADING LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,300 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |