FrontView REIT, Inc. - FVR
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 | Added to | 4,457,044 | 90,166 | 0.0% | 0.0% | 1 | +1,628,895 | 57.6% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 3,387,054 | 68,520 | 0.0% | 0.0% | 2 | +40,123 | 1.2% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 2,902,076 | 58,708 | 0.06% | 0.03% | 3 | +1,221,102 | 72.64% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 967,699 | 19,576 | 0.0% | 0.0% | 4 | +53,366 | 5.84% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 667,946 | 13,515 | 0.0% | 0.0% | 5 | +134,338 | 25.18% | Q2 2026 | Aug 12, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 650,826 | 13,166 | 0.02% | 0.02% | 6 | +73,700 | 12.77% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | Reduced | 620,069 | 12,543 | 0.02% | 0.02% | 7 | -80,732 | -11.52% | Q2 2026 | Aug 27, 2026 |
| STATE STREET CORP | History | Added to | 491,800 | 10,052 | 0.0% | 0.0% | 8 | +106,748 | 27.72% | Q2 2026 | Aug 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 447,109 | 9,117 | 0.29% | 0.23% | 9 | +32,084 | 7.73% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 427,170 | 8,641 | 0.0% | 0.0% | 10 | +53,490 | 14.31% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 408,640 | 8,266 | 0.0% | 0.0% | 11 | -13,506 | -3.2% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 404,918 | 8,191 | 0.0% | 0.0% | 12 | +20,717 | 5.39% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 384,669 | 7,781 | 0.0% | 0.0% | 13 | +26,873 | 7.51% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 290,934 | 5,885 | 0.0% | — | 14 | +290,934 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 242,360 | 4,902 | 0.0% | 0.0% | 15 | +217,522 | 875.76% | Q2 2026 | Sep 02, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 233,789 | 4,729 | 0.01% | 0.01% | 16 | +81,565 | 53.58% | Q2 2026 | Jul 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 214,501 | 4,339 | 0.0% | 0.0% | 17 | -7,297 | -3.29% | Q2 2026 | Aug 04, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 198,021 | 4,006 | 0.31% | 0.28% | 18 | -19,424 | -8.93% | Q2 2026 | Jul 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 188,343 | 3,810 | 0.0% | 0.0% | 19 | +10,847 | 6.11% | Q2 2026 | Aug 03, 2026 |
| NORTHERN TRUST CORP | History | Added to | 177,597 | 3,592 | 0.0% | 0.0% | 20 | +18,027 | 11.3% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 148,971 | 3,013 | 0.0% | 0.0% | 21 | +12,380 | 9.06% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 145,427 | 2,941 | 0.0% | 0.0% | 22 | +26,969 | 22.77% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 132,723 | 2,684 | 0.0% | 0.0% | 23 | +65,746 | 98.16% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | New | 129,974 | 2,629 | 0.0% | — | 24 | +129,974 | New | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 124,710 | 2,522 | 0.0% | 0.0% | 25 | +41,708 | 50.25% | Q2 2026 | Aug 11, 2026 |
| First Dallas Securities Inc. | History | Added to | 114,700 | 2,320 | 0.77% | 0.55% | 26 | +18,750 | 19.54% | Q2 2026 | Aug 03, 2026 |
| Hodges Capital Management Inc. | History | Added to | 110,560 | 2,236 | 0.15% | 0.12% | 27 | +18,400 | 19.97% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 105,640 | 2,137 | 0.0% | 0.0% | 28 | -16,834 | -13.74% | Q2 2026 | Aug 14, 2026 |
| Anson Funds Management LP | History | New | 102,419 | 2,071 | 0.12% | — | 29 | +102,419 | New | Q2 2026 | Aug 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 91,094 | 1,842 | 0.04% | 0.01% | 30 | +63,509 | 230.23% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 88,934 | 1,799 | 0.01% | 0.01% | 31 | -24,693 | -21.73% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 87,149 | 1,763 | 0.0% | 0.0% | 32 | +707 | 0.82% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 82,850 | 1,677 | 0.0% | 0.0% | 33 | +1,419 | 1.74% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 82,060 | 1,660 | 0.1% | 0.04% | 34 | +42,730 | 108.64% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 81,905 | 1,656 | 0.0% | 0.0% | 35 | +8,763 | 11.98% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 76,188 | 1,541 | 0.0% | 0.0% | 36 | +10,873 | 16.65% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 69,487 | 1,405 | 0.0% | 0.0% | 37 | +6,878 | 10.99% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 67,883 | 1,373 | 0.0% | — | 38 | +67,883 | New | Q2 2026 | Aug 14, 2026 |
| Irenic Capital Management LP | History | New | 66,608 | 1,347 | 0.06% | — | 39 | +66,608 | New | Q2 2026 | Aug 14, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | New | 61,350 | 1,241 | 0.31% | — | 40 | +61,350 | New | Q2 2026 | Jul 21, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 58,040 | 1,174 | 0.37% | 0.32% | 41 | +74 | 0.13% | Q2 2026 | Jul 27, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 53,605 | 1,084 | 0.0% | — | 42 | +53,605 | New | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 51,116 | 1,034 | 0.0% | 0.01% | 43 | -4,687 | -8.4% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | Added to | 42,415 | 858 | 0.0% | 0.0% | 44 | +6,083 | 16.74% | Q2 2026 | Aug 11, 2026 |
| Meixler Investment Management, Ltd. | History | Added to | 40,397 | 817 | 0.45% | 0.29% | 45 | +5,460 | 15.63% | Q2 2026 | Aug 03, 2026 |
| Man Group plc | History | New | 38,866 | 786 | 0.0% | — | 46 | +38,866 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 37,877 | 766 | 0.0% | 0.0% | 47 | +8,520 | 29.02% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 37,500 | 766 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 35,992 | 731 | 0.0% | 0.0% | 49 | -26,941 | -42.81% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 35,200 | 712 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 31,553 | 638 | 0.0% | 0.0% | 51 | +161 | 0.51% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 31,447 | 636 | 0.01% | 0.01% | 52 | +1,241 | 4.11% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 31,173 | 631 | 0.0% | 0.0% | 53 | +15,120 | 94.19% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 30,681 | 620 | 0.01% | — | 54 | +30,681 | New | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 27,550 | 557 | 0.0% | 0.0% | 55 | -205 | -0.74% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 27,400 | 554 | 0.0% | — | 56 | +27,400 | New | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 26,094 | 527 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 25,630 | 518 | 0.0% | 0.0% | 58 | -973 | -3.66% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Reduced | 25,264 | 511 | 0.0% | 0.0% | 59 | -12,177 | -32.52% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 24,061 | 486 | 0.0% | 0.0% | 60 | +377 | 1.59% | Q2 2026 | Aug 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 23,843 | 482 | 0.0% | 0.0% | 61 | +5,511 | 30.06% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 21,988 | 444 | 0.0% | 0.0% | 62 | +297 | 1.37% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 21,025 | 425 | 0.0% | 0.0% | 63 | +16,154 | 331.64% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | New | 19,100 | 390 | 0.0% | — | 64 | +19,100 | New | Q2 2026 | Aug 14, 2026 |
| FJ Capital Management LLC | History | New | 18,489 | 374 | 0.05% | — | 65 | +18,489 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 17,698 | 359 | 0.0% | 0.0% | 66 | +3,168 | 21.8% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 17,763 | 359 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SFMG, LLC | History | No change | 17,200 | 347 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 14,484 | 293 | 0.0% | 0.0% | 69 | -10,056 | -40.98% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 14,143 | 286 | 0.0% | 0.0% | 71 | +1,687 | 13.54% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 14,186 | 286 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gross & Hartman Investments LLC | History | New | 13,895 | 281 | 0.12% | — | 73 | +13,895 | New | Q2 2026 | Aug 13, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 13,895 | 281 | 0.19% | 0.14% | 72 | +2,242 | 19.24% | Q2 2026 | Aug 10, 2026 |
| Wedmont Private Capital | History | No change | 13,414 | 279 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 17,400 | 269 | 0.0% | 0.0% | 75 | +3,100 | 21.68% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 13,110 | 264 | 0.0% | 0.0% | 76 | +335 | 2.62% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 12,763 | 259 | 0.0% | 0.0% | 77 | -273 | -2.09% | Q2 2026 | Aug 12, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Reduced | 12,733 | 257 | 0.27% | 3.06% | 78 | -151,562 | -92.25% | Q2 2026 | Jul 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 12,700 | 256 | 0.0% | 0.0% | 79 | -1,125 | -8.14% | Q2 2026 | Jul 29, 2026 |
| Kingsview Wealth Management, LLC | History | New | 12,326 | 249 | 0.0% | — | 80 | +12,326 | New | Q2 2026 | Aug 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 11,485 | 232 | 0.0% | 0.0% | 81 | +9,703 | 544.5% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Added to | 10,870 | 219 | 0.0% | 0.0% | 82 | +22 | 0.2% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 10,329 | 208 | 0.0% | 0.0% | 83 | +9,359 | 964.85% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,925 | 200 | 0.0% | 0.0% | 84 | +101 | 1.03% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 9,454 | 191 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 10,892 | 168 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | New | 8,186 | 165 | 0.02% | — | 87 | +8,186 | New | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 8,100 | 163 | 0.0% | 0.0% | 88 | +5,100 | 170.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,609 | 153 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6,823 | 138 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,468 | 110 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 5,069 | 101 | 0.0% | — | 92 | +5,069 | New | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 4,200 | 84 | 0.0% | 0.0% | 93 | +700 | 20.0% | Q2 2026 | Jul 30, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 3,307 | 66 | 0.0% | 0.0% | 94 | -407 | -10.96% | Q2 2026 | Aug 14, 2026 |
| Avalon Trust Co | History | No change | 2,377 | 48 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,333 | 47 | 0.0% | 0.0% | 96 | +102 | 4.57% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | Added to | 2,128 | 43 | 0.0% | 0.0% | 97 | +254 | 13.55% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 1,907 | 39 | 0.0% | — | 99 | +1,907 | New | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,956 | 39 | 0.0% | 0.0% | 98 | +447 | 29.62% | Q2 2026 | Aug 13, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | New | 1,612 | 32 | 0.0% | — | 100 | +1,612 | New | Q2 2026 | Aug 13, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 1,566 | 31 | 0.02% | — | 101 | +1,566 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,500 | 30 | 0.0% | — | 102 | +1,500 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,157 | 23 | 0.0% | — | 103 | +1,132 | 4528.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 884 | 17 | 0.0% | — | 104 | +884 | New | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 697 | 14 | 0.0% | 0.0% | 105 | -937 | -57.34% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 593 | 11 | 0.0% | 0.0% | 106 | -1,197 | -66.87% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 434 | 8 | 0.0% | 0.0% | 108 | -250 | -36.55% | Q2 2026 | Jul 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 429 | 8 | 0.0% | 0.0% | 107 | +11 | 2.63% | Q2 2026 | Jul 02, 2026 |
| Essential Partners LLC | History | Reduced | 316 | 6 | 0.0% | 0.0% | 111 | -458 | -59.17% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 298 | 6 | 0.0% | 0.0% | 110 | +12 | 4.2% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 313 | 6 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 290 | 5 | 0.0% | 0.0% | 112 | -828 | -74.06% | Q2 2026 | Aug 24, 2026 |
| Red Tortoise LLC | History | No change | 348 | 5 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 186 | 3 | 0.0% | 0.0% | 115 | -12 | -6.06% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 181 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 184 | 3 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Fortitude Family Office, LLC | History | No change | 134 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 73 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | No change | 85 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Zimmer Partners, LP | History | Closed out | 0 | 0 | — | 0.16% | — | -424,233 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -63,830 | -100.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,400 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TSA Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,020 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,123 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 40 | 0 | — | — | — | +2 | 5.26% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 49 | 0 | — | — | — | -2 | -3.92% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 33 | 0 | — | — | — | -2 | -5.71% | Q2 2026 | Jul 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |