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 | No change | 4,457,044 | 90,166 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 3,387,054 | 68,520 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 2,902,076 | 58,708 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 967,699 | 19,576 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 667,946 | 13,515 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Eagle Investment Management, LLC | History | No change | 650,826 | 13,166 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 620,069 | 12,543 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| STATE STREET CORP | History | No change | 491,800 | 10,052 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 427,170 | 8,641 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 512,553 | 8,539 | 0.02% | 0.01% | 10 | +278,764 | 119.24% | Q3 2026 | Oct 29, 2026 |
| MORGAN STANLEY | History | No change | 408,640 | 8,266 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 404,918 | 8,191 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 384,669 | 7,781 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 440,610 | 7,412 | 0.23% | 0.29% | 14 | -6,499 | -1.45% | Q3 2026 | Oct 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 290,934 | 5,885 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 242,360 | 4,902 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SlateStone Wealth, LLC | History | No change | 198,021 | 4,006 | 0.31% | 0.31% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 188,343 | 3,810 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 177,597 | 3,592 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 181,163 | 3,018 | 0.0% | 0.0% | 20 | -33,338 | -15.54% | Q3 2026 | Nov 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 148,971 | 3,013 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 145,427 | 2,941 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 168,426 | 2,806 | 0.0% | 0.0% | 23 | +43,716 | 35.05% | Q3 2026 | Nov 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 132,723 | 2,684 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 129,974 | 2,629 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Dallas Securities Inc. | History | No change | 114,700 | 2,320 | 0.77% | 0.77% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hodges Capital Management Inc. | History | No change | 110,560 | 2,236 | 0.15% | 0.15% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Added to | 132,875 | 2,214 | 0.56% | 0.31% | 28 | +71,525 | 116.59% | Q3 2026 | Oct 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 105,640 | 2,137 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anson Funds Management LP | History | No change | 102,419 | 2,071 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 91,094 | 1,842 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 88,934 | 1,799 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 87,149 | 1,763 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 82,850 | 1,677 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 81,905 | 1,656 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 69,487 | 1,405 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 82,982 | 1,382 | 0.08% | 0.1% | 37 | +922 | 1.12% | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 67,883 | 1,373 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Irenic Capital Management LP | History | No change | 66,608 | 1,347 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 80,727 | 1,344 | 0.0% | 0.0% | 40 | +4,539 | 5.96% | Q3 2026 | Nov 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 53,605 | 1,084 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 42,415 | 858 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 49,345 | 822 | 0.0% | 0.0% | 43 | +18,172 | 58.29% | Q3 2026 | Nov 05, 2026 |
| Man Group plc | History | No change | 38,866 | 786 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 45,992 | 766 | 0.0% | 0.0% | 46 | -5,124 | -10.02% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 37,877 | 766 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 46,539 | 760 | 0.0% | 0.0% | 47 | +9,039 | 24.1% | Q3 2026 | Oct 16, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 45,235 | 753 | 0.24% | 0.37% | 48 | -12,805 | -22.06% | Q3 2026 | Oct 23, 2026 |
| HSBC HOLDINGS PLC | History | No change | 35,992 | 731 | 0.0% | 0.0% | 49 | 0 | 0.0% | 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 | No change | 31,553 | 638 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 31,447 | 636 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 30,681 | 620 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 37,147 | 618 | 0.33% | 0.45% | 54 | -3,250 | -8.05% | Q3 2026 | Nov 03, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 27,550 | 557 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 27,400 | 554 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 25,264 | 511 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 24,061 | 486 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RHUMBLINE ADVISERS | History | No change | 23,843 | 482 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 28,052 | 467 | 0.0% | 0.0% | 60 | +2,422 | 9.45% | Q3 2026 | Oct 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 21,988 | 444 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 25,978 | 432 | 0.0% | 0.0% | 62 | -116 | -0.44% | Q3 2026 | Oct 29, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 21,025 | 425 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 19,100 | 390 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FJ Capital Management LLC | History | No change | 18,489 | 374 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 21,559 | 359 | 0.0% | 0.0% | 67 | +3,796 | 21.37% | Q3 2026 | Nov 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 17,698 | 359 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 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 | No change | 14,484 | 293 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 14,186 | 286 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,143 | 286 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gross & Hartman Investments LLC | History | No change | 13,895 | 281 | 0.12% | 0.12% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 13,895 | 281 | 0.19% | 0.19% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,400 | 269 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 12,763 | 259 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 12,733 | 257 | 0.27% | 0.27% | 76 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 12,326 | 249 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 14,144 | 234 | 0.0% | 0.0% | 78 | +1,034 | 7.89% | Q3 2026 | Oct 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 11,485 | 232 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 10,870 | 219 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALPS ADVISORS INC | History | Added to | 13,010 | 216 | 0.0% | 0.0% | 81 | +310 | 2.44% | Q3 2026 | Nov 02, 2026 |
| True North Advisors, LLC | History | New | 12,600 | 211 | 0.02% | — | 82 | +12,600 | New | Q3 2026 | Oct 22, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 9,925 | 200 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 9,454 | 191 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Wyoming | History | Added to | 10,636 | 177 | 0.01% | 0.02% | 85 | +2,450 | 29.93% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,100 | 163 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,609 | 153 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6,823 | 113 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,468 | 110 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 5,069 | 101 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 5,900 | 98 | 0.0% | 0.0% | 91 | +1,700 | 40.48% | Q3 2026 | Oct 30, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 3,307 | 66 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avalon Trust Co | History | No change | 2,377 | 48 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,333 | 47 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | No change | 2,128 | 43 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,956 | 39 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 1,612 | 32 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1,566 | 31 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,500 | 30 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 1,428 | 23 | 0.0% | 0.0% | 100 | -8,901 | -86.17% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 1,157 | 23 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 884 | 17 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 697 | 11 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 593 | 11 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 653 | 10 | 0.0% | — | 106 | +653 | New | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | Added to | 634 | 10 | 0.0% | 0.0% | 105 | +336 | 112.75% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 425 | 7 | 0.0% | 0.0% | 108 | -9 | -2.07% | Q3 2026 | Oct 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 429 | 7 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 386 | 6 | 0.0% | 0.0% | 110 | +200 | 107.53% | Q3 2026 | Nov 04, 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 | No change | 290 | 5 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Essential Partners LLC | History | No change | 316 | 5 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MATHER GROUP, LLC. | History | New | 229 | 3 | 0.0% | — | 115 | +229 | New | Q3 2026 | Oct 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 181 | 3 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 184 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| SJS Investment Consulting Inc. | History | New | 170 | 2 | 0.0% | — | 117 | +170 | New | Q3 2026 | Oct 26, 2026 |
| Fortitude Family Office, LLC | History | No change | 134 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 14, 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% | Q3 2026 | Oct 13, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -13,414 | -100.0% | Q3 2026 | Oct 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -1,907 | -100.0% | Q3 2026 | Oct 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Root Financial Partners, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q3 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 48 | 0 | — | — | — | -1 | -2.04% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 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 |