GCM Grosvenor Inc. - GCMG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | No change | 5,399,124 | 66,409 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 4,764,605 | 58,604 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARIEL INVESTMENTS, LLC | History | No change | 4,415,839 | 54,314 | 0.54% | 0.54% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 3,752,965 | 48,375 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,641,295 | 32,487 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,590,496 | 31,863 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAMCO INC /NY/ | History | No change | 2,204,959 | 27,120 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,084,192 | 25,635 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 1,784,126 | 21,944 | 0.18% | 0.18% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,597,775 | 19,652 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,546,642 | 19,028 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,361,146 | 16,742 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 1,286,438 | 15,823 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 949,430 | 12,237 | 0.0% | 0.0% | 14 | +79,556 | 9.15% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 976,134 | 12,006 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 675,039 | 8,302 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Reef Capital Management LP | History | No change | 630,180 | 7,751 | 0.3% | 0.3% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 576,882 | 7,095 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 503,245 | 6,189 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 454,954 | 5,595 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 438,148 | 5,389 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALGERT GLOBAL LLC | History | No change | 433,587 | 5,333 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 422,404 | 5,195 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 343,894 | 4,229 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 343,587 | 4,226 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 324,660 | 4,184 | 0.23% | 0.22% | 26 | +30 | 0.01% | Q3 2026 | Oct 27, 2026 |
| Man Group plc | History | No change | 340,229 | 4,184 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 332,032 | 4,083 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Nuveen, LLC | History | No change | 324,985 | 3,997 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 275,248 | 3,385 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 272,656 | 3,353 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trexquant Investment LP | History | No change | 256,406 | 3,153 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 221,038 | 2,718 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 213,900 | 2,630 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 209,398 | 2,575 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 205,546 | 2,528 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDT Partners, LLC | History | No change | 197,695 | 2,431 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 186,800 | 2,297 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | No change | 159,600 | 1,963 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 147,412 | 1,900 | 0.97% | 0.85% | 40 | -82 | -0.06% | Q3 2026 | Oct 23, 2026 |
| BARCLAYS PLC | History | No change | 135,735 | 1,669 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 129,849 | 1,597 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 129,502 | 1,592 | 0.13% | 0.13% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 124,048 | 1,525 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 118,466 | 1,457 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 115,547 | 1,408 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 112,982 | 1,389 | 0.18% | 0.18% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 101,242 | 1,245 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 95,570 | 1,175 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 90,493 | 1,166 | 0.02% | 0.02% | 50 | -3,486 | -3.71% | Q3 2026 | Nov 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 94,024 | 1,156 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 93,371 | 1,148 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 90,156 | 1,108 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 85,691 | 1,104 | 0.0% | 0.0% | 54 | +28,382 | 49.52% | Q3 2026 | Nov 02, 2026 |
| Quantinno Capital Management LP | History | No change | 78,896 | 970 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 74,200 | 912 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 73,289 | 901 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 72,395 | 890 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 66,993 | 824 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | Added to | 55,029 | 709 | 0.05% | 0.05% | 60 | +16,114 | 41.41% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 55,576 | 683 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 48,632 | 599 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 47,529 | 584 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 41,287 | 507 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 40,261 | 495 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 39,870 | 490 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 38,925 | 478 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 38,100 | 468 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | New | 35,100 | 452 | 0.0% | — | 69 | +35,100 | New | Q3 2026 | Oct 30, 2026 |
| Corient Private Wealth LP | History | No change | 36,065 | 443 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,740 | 428 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 34,096 | 419 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 31,506 | 387 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atom Investors LP | History | No change | 28,915 | 355 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 27,264 | 335 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 26,752 | 329 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 25,478 | 328 | 0.0% | 0.0% | 77 | +19,816 | 349.98% | Q3 2026 | Oct 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,280 | 327 | 0.0% | 0.0% | 78 | +2,160 | 9.34% | Q3 2026 | Oct 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 25,100 | 308 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neo Ivy Capital Management | History | No change | 24,955 | 306 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 23,434 | 288 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 22,200 | 273 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,201 | 260 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 20,759 | 255 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Squarepoint Ops LLC | History | No change | 19,772 | 243 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 18,371 | 225 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 18,034 | 221 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 17,052 | 210 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 16,132 | 207 | 0.11% | 0.11% | 89 | +6 | 0.04% | Q3 2026 | Oct 19, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,671 | 205 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 14,288 | 175 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 13,985 | 172 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 17,150 | 168 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 12,966 | 159 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,769 | 157 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 12,355 | 151 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 12,265 | 150 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,814 | 145 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | No change | 11,697 | 143 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 11,000 | 135 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 10,451 | 128 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 10,099 | 124 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | No change | 10,048 | 123 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 10,000 | 123 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FMR LLC | History | No change | 8,270 | 101 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,898 | 72 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,373 | 66 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 2,812 | 63 | 0.04% | 0.01% | 109 | +1,889 | 204.66% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 5,152 | 63 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 4,423 | 54 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 3,528 | 45 | 0.0% | 0.0% | 111 | -35,948 | -91.06% | Q3 2026 | Nov 04, 2026 |
| State of Alaska, Department of Revenue | History | New | 2,404 | 30 | 0.0% | — | 112 | +2,404 | New | Q3 2026 | Oct 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,401 | 29 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,965 | 25 | 0.0% | 0.0% | 114 | +1,651 | 525.8% | Q3 2026 | Oct 22, 2026 |
| Truvestments Capital LLC | History | No change | 1,100 | 13 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 862 | 11 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 815 | 10 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 736 | 9 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 663 | 8 | 0.0% | 0.0% | 119 | +124 | 23.01% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 576 | 7 | 0.0% | 0.0% | 121 | +121 | 26.59% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 614 | 7 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 502 | 6 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 387 | 4 | 0.0% | 0.0% | 125 | +87 | 29.0% | Q3 2026 | Nov 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 400 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 377 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | Added to | 242 | 3 | 0.0% | 0.0% | 128 | +38 | 18.63% | Q3 2026 | Oct 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 314 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 298 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 292 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | New | 211 | 2 | 0.0% | — | 134 | +211 | New | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 199 | 2 | 0.0% | — | 131 | +157 | 373.81% | Q3 2026 | Nov 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 200 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 228 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 225 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 108 | 1 | 0.0% | — | 136 | +95 | 730.77% | Q3 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 92 | 1 | 0.0% | 0.0% | 135 | -70 | -43.21% | Q3 2026 | Oct 16, 2026 |
| Essential Partners LLC | History | Added to | 92 | 1 | 0.0% | — | 137 | +11 | 13.58% | Q3 2026 | Oct 14, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,450 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,705 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -660 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 18 | 0 | — | 0.0% | — | -219 | -92.41% | Q3 2026 | Oct 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 75 | 0 | — | — | — | +75 | New | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 48 | 0 | — | — | — | +44 | 1100.0% | Q3 2026 | Oct 26, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |