Hillman Solutions Corp. - HLMN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 17,710,532 | 149,476 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 14,826,747 | 125,137 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 11,438,848 | 96,543 | 0.3% | 0.3% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,297,030 | 86,906 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 8,943,068 | 75,479 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 10,533,829 | 73,633 | 0.01% | 0.02% | 6 | +338,216 | 3.32% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 8,709,508 | 73,508 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 8,592,562 | 72,521 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jefferies Financial Group Inc. | History | No change | 7,976,734 | 67,323 | 0.44% | 0.44% | 9 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 8,569,262 | 59,899 | 1.46% | 2.15% | 10 | -2,586,097 | -23.18% | Q3 2026 | Oct 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,895,619 | 49,177 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 5,285,788 | 44,620 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 4,753,500 | 40,119 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 5,611,473 | 38,943 | 0.06% | 0.08% | 14 | -532,682 | -8.67% | Q3 2026 | Nov 04, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,036,801 | 34,033 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 3,566,962 | 30,105 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 3,308,256 | 27,921 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GW&K Investment Management, LLC | History | No change | 3,037,287 | 25,634 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,917,923 | 24,627 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | History | No change | 2,574,265 | 21,726 | 22.41% | 22.41% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,465,424 | 20,808 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,011,947 | 16,980 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 1,880,839 | 15,874 | 0.79% | 0.79% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,556,568 | 13,137 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,549,766 | 13,080 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,529,340 | 12,953 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,500,165 | 12,661 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,302,490 | 10,993 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,209,173 | 10,205 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONGRUENCE CAPITAL, LLC | History | No change | 1,108,435 | 9,355 | 2.45% | 2.45% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,106,129 | 9,335 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Telemark Asset Management, LLC | History | No change | 1,100,000 | 9,284 | 0.67% | 0.67% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 1,231,137 | 8,605 | 0.25% | 0.28% | 33 | +28,145 | 2.34% | Q3 2026 | Nov 05, 2026 |
| Clearbridge Investments, LLC | History | No change | 957,550 | 8,081 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 944,363 | 7,970 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 938,741 | 7,922 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 856,980 | 7,232 | 0.55% | 0.55% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 800,000 | 6,752 | 0.3% | 0.3% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 794,945 | 6,709 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 793,869 | 6,700 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 756,318 | 6,383 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 723,311 | 6,104 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellsworth Advisors, LLC | History | New | 775,671 | 5,421 | 0.87% | — | 43 | +775,671 | New | Q3 2026 | Oct 15, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 753,548 | 5,267 | 2.26% | 2.6% | 44 | -16,076 | -2.09% | Q3 2026 | Oct 29, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 617,319 | 5,160 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 598,900 | 5,054 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 561,425 | 4,738 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Skylands Capital, LLC | History | Added to | 664,200 | 4,642 | 0.61% | 0.6% | 48 | +88,400 | 15.35% | Q3 2026 | Oct 21, 2026 |
| Russell Investments Group, Ltd. | History | No change | 491,991 | 4,152 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CastleKnight Management LP | History | No change | 485,500 | 4,097 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballast Asset Management, LP | History | Reduced | 575,500 | 4,022 | 1.75% | 2.0% | 51 | -17,550 | -2.96% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 519,326 | 3,630 | 0.25% | 0.33% | 52 | -50,843 | -8.92% | Q3 2026 | Oct 22, 2026 |
| Tabor Asset Management, LP | History | No change | 410,479 | 3,464 | 1.06% | 1.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 394,500 | 3,329 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 348,552 | 2,941 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hodges Capital Management Inc. | History | No change | 342,625 | 2,891 | 0.19% | 0.19% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 292,811 | 2,471 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 283,549 | 2,394 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 281,501 | 2,375 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 267,352 | 2,256 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 265,542 | 2,241 | 0.19% | 0.19% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 264,991 | 2,236 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 252,500 | 2,131 | 0.26% | 0.26% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 251,433 | 2,122 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 233,484 | 1,970 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 229,423 | 1,936 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| UBS Group AG | History | No change | 225,328 | 1,901 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 220,089 | 1,857 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 210,798 | 1,779 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 208,914 | 1,763 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 210,900 | 1,754 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 195,955 | 1,653 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 180,015 | 1,519 | 0.2% | 0.2% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 212,838 | 1,487 | 0.05% | 0.06% | 74 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Walleye Capital LLC | History | No change | 168,410 | 1,421 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legal & General Group Plc | History | No change | 166,678 | 1,406 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 143,813 | 1,214 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 142,589 | 1,187 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 169,717 | 1,186 | 0.05% | 0.05% | 79 | +43,445 | 34.41% | Q3 2026 | Oct 22, 2026 |
| Brevan Howard Capital Management LP | History | No change | 133,537 | 1,127 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 133,283 | 1,124 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trexquant Investment LP | History | No change | 132,237 | 1,116 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dean Capital Management | History | No change | 130,751 | 1,103 | 0.4% | 0.4% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OP Asset Management Ltd | History | No change | 157,717 | 1,102 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 129,673 | 1,094 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 155,104 | 1,084 | 0.01% | 0.01% | 86 | -9,112 | -5.55% | Q3 2026 | Oct 14, 2026 |
| Corient Private Wealth LP | History | No change | 122,611 | 1,034 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 121,984 | 1,029 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 119,178 | 1,005 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 119,160 | 1,005 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 117,243 | 989 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 141,142 | 986 | 0.0% | 0.0% | 92 | -13,343 | -8.64% | Q3 2026 | Nov 05, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 116,280 | 981 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 114,956 | 971 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 111,467 | 940 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 108,287 | 913 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 103,322 | 872 | 0.21% | 0.21% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VARCOV Co. | History | No change | 103,006 | 869 | 0.33% | 0.33% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 102,866 | 868 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 117,640 | 822 | 0.02% | 0.02% | 100 | -4,530 | -3.71% | Q3 2026 | Nov 03, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 95,844 | 808 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 95,312 | 804 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 91,900 | 775 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 88,744 | 748 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 106,760 | 746 | 0.03% | 0.05% | 105 | +3,592 | 3.48% | Q3 2026 | Oct 26, 2026 |
| MARSHALL WACE, LLP | History | No change | 82,633 | 697 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 81,198 | 685 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 80,800 | 682 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 78,986 | 666 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 94,102 | 657 | 0.01% | 0.01% | 110 | -7,149 | -7.06% | Q3 2026 | Oct 27, 2026 |
| Amundi | History | No change | 75,215 | 634 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Investing, LLC | History | New | 90,234 | 630 | 0.03% | — | 112 | +90,234 | New | Q3 2026 | Oct 22, 2026 |
| XTX Topco Ltd | History | No change | 73,606 | 621 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 71,277 | 601 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 69,917 | 590 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legato Capital Management LLC | History | No change | 68,182 | 575 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 66,556 | 561 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 60,731 | 512 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 60,191 | 508 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 59,447 | 501 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 55,760 | 470 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SummitTX Capital, L.P. | History | No change | 54,000 | 455 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 62,048 | 433 | 0.0% | 0.0% | 123 | +24,714 | 66.2% | Q3 2026 | Nov 02, 2026 |
| FIDUCIARY TRUST CO | History | No change | 49,497 | 417 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 49,306 | 416 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 58,625 | 409 | 0.0% | 0.01% | 127 | -1,015 | -1.7% | Q3 2026 | Oct 15, 2026 |
| ALLSTATE CORP | History | No change | 48,500 | 409 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 55,284 | 386 | 0.0% | 0.0% | 128 | +1,039 | 1.92% | Q3 2026 | Nov 03, 2026 |
| DRW Securities, LLC | History | No change | 43,847 | 370 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 43,400 | 366 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Entropy Technologies, LP | History | No change | 41,951 | 354 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 40,882 | 345 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 40,811 | 344 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 38,891 | 328 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | No change | 38,944 | 328 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 38,054 | 321 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 37,237 | 314 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 43,680 | 305 | 0.0% | 0.0% | 138 | -72,329 | -62.35% | Q3 2026 | Nov 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 35,747 | 301 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 35,085 | 296 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 33,760 | 284 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 33,672 | 284 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 33,340 | 281 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 37,443 | 263 | 0.0% | — | 145 | +37,443 | New | Q3 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 31,175 | 263 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CenterBook Partners LP | History | New | 37,563 | 262 | 0.01% | — | 146 | +37,563 | New | Q3 2026 | Nov 02, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 37,179 | 259 | 0.03% | 0.03% | 147 | +3,030 | 8.87% | Q3 2026 | Oct 05, 2026 |
| BARCLAYS PLC | History | No change | 30,445 | 256 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 30,336 | 256 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | New | 35,430 | 247 | 0.02% | — | 150 | +35,430 | New | Q3 2026 | Oct 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 28,672 | 241 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blueshift Asset Management, LLC | History | No change | 27,211 | 229 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 27,221 | 229 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 26,466 | 223 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 25,208 | 213 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pictet Asset Management Holding SA | History | No change | 29,804 | 208 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 29,501 | 206 | 0.02% | — | 157 | +29,501 | New | Q3 2026 | Oct 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 28,857 | 201 | 0.0% | 0.0% | 158 | +42 | 0.15% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 27,770 | 194 | 0.0% | — | 159 | +27,770 | New | Q3 2026 | Oct 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 22,287 | 188 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MBB PUBLIC MARKETS I LLC | History | No change | 21,650 | 182 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 21,103 | 178 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 25,059 | 175 | 0.0% | 0.0% | 163 | -1,074 | -4.11% | Q3 2026 | Oct 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 20,690 | 174 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fulcrum Asset Management LLP | History | New | 24,444 | 173 | 0.01% | — | 166 | +24,444 | New | Q3 2026 | Nov 04, 2026 |
| Olympiad Research LP | History | Added to | 24,855 | 173 | 0.22% | 0.37% | 165 | +3,671 | 17.33% | Q3 2026 | Nov 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 24,481 | 171 | 0.0% | 0.0% | 167 | +2,053 | 9.15% | Q3 2026 | Oct 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 19,290 | 162 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 18,937 | 159 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrature Capital Ltd | History | No change | 18,850 | 159 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,606 | 157 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 111 Capital | History | New | 22,286 | 155 | 0.02% | — | 172 | +22,286 | New | Q3 2026 | Nov 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 18,310 | 154 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 18,251 | 154 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 18,113 | 152 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,478 | 147 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 16,958 | 142 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MQS Management LLC | History | No change | 16,748 | 141 | 0.17% | 0.17% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,788 | 141 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 19,406 | 135 | 0.0% | — | 180 | +19,406 | New | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,848 | 133 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 18,844 | 131 | 0.0% | 0.0% | 182 | -328 | -1.71% | Q3 2026 | Nov 03, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 17,600 | 123 | 0.0% | 0.0% | 183 | +4,600 | 35.38% | Q3 2026 | Oct 28, 2026 |
| Chicago Partners Investment Group LLC | History | New | 16,947 | 122 | 0.0% | — | 184 | +16,947 | New | Q3 2026 | Oct 26, 2026 |
| Oak Thistle LLC | History | New | 17,360 | 121 | 0.01% | — | 185 | +17,360 | New | Q3 2026 | Oct 21, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 14,204 | 119 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Capital Management, LLC / WI | History | New | 16,525 | 115 | 0.06% | — | 187 | +16,525 | New | Q3 2026 | Oct 13, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 16,238 | 113 | 0.03% | 0.04% | 188 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 13,245 | 111 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HUB Investment Partners, LLC | History | New | 15,207 | 106 | 0.0% | — | 190 | +15,207 | New | Q3 2026 | Nov 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 11,378 | 96 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 13,503 | 94 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cerity Partners LLC | History | No change | 11,122 | 93 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 11,119 | 93 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 13,278 | 92 | 0.0% | — | 196 | +13,278 | New | Q3 2026 | Oct 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 10,925 | 92 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 10,784 | 91 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 10,414 | 87 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 10,414 | 87 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 11,200 | 78 | 0.01% | — | 200 | +11,200 | New | Q3 2026 | Oct 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 10,454 | 73 | 0.0% | — | 201 | +10,454 | New | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 10,305 | 72 | 0.0% | 0.0% | 202 | -575 | -5.28% | Q3 2026 | Oct 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 10,134 | 70 | 0.0% | — | 203 | +10,134 | New | Q3 2026 | Nov 02, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,713 | 60 | 0.0% | 0.0% | 204 | -2,724 | -23.82% | Q3 2026 | Oct 15, 2026 |
| KBC Group NV | History | No change | 8,562 | 60 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 6,387 | 53 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,987 | 42 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 5,489 | 38 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | No change | 4,205 | 29 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,886 | 27 | 0.0% | 0.0% | 210 | -136 | -3.38% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | No change | 3,037 | 25 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 3,083 | 21 | 0.0% | 0.0% | 212 | -1,373 | -30.81% | Q3 2026 | Oct 01, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,391 | 20 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 2,369 | 16 | 0.0% | 0.0% | 214 | +1,092 | 85.51% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,105 | 14 | 0.0% | — | 215 | +2,039 | 3089.39% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,420 | 11 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | New | 1,161 | 8 | 0.0% | — | 218 | +1,161 | New | Q3 2026 | Oct 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 958 | 8 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balance Wealth Partners LLC | History | New | 1,137 | 7 | 0.0% | — | 222 | +1,137 | New | Q3 2026 | Oct 27, 2026 |
| Parallel Advisors, LLC | History | New | 1,027 | 7 | 0.0% | — | 221 | +1,027 | New | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,007 | 7 | 0.0% | 0.0% | 219 | +688 | 215.67% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 846 | 7 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 748 | 6 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | No change | 751 | 6 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 792 | 5 | 0.0% | 0.0% | 226 | +291 | 58.08% | Q3 2026 | Oct 16, 2026 |
| Ancora Advisors LLC | History | No change | 646 | 5 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 675 | 4 | 0.0% | — | 230 | +675 | New | Q3 2026 | Oct 16, 2026 |
| J.Safra Asset Management Corp | History | Added to | 597 | 4 | 0.0% | 0.0% | 228 | +175 | 41.47% | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 683 | 4 | 0.0% | 0.0% | 227 | -124 | -15.37% | Q3 2026 | Oct 20, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 576 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Essential Partners LLC | History | Added to | 467 | 3 | 0.0% | — | 233 | +444 | 1930.43% | Q3 2026 | Oct 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 364 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 427 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Root Financial Partners, LLC | History | New | 423 | 2 | 0.0% | — | 238 | +423 | New | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | New | 363 | 2 | 0.0% | — | 237 | +363 | New | Q3 2026 | Oct 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 330 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 316 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 320 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | New | 222 | 1 | 0.0% | — | 245 | +222 | New | Q3 2026 | Oct 27, 2026 |
| Ascentis Wealth Management, LLC | History | New | 172 | 1 | 0.0% | — | 246 | +172 | New | Q3 2026 | Nov 03, 2026 |
| Covestor Ltd | History | Added to | 125 | 1 | 0.0% | — | 242 | +77 | 160.42% | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 193 | 1 | 0.0% | 0.0% | 241 | -67 | -25.77% | Q3 2026 | Oct 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 157 | 1 | 0.0% | 0.0% | 239 | -3 | -1.88% | Q3 2026 | Oct 05, 2026 |
| NFSG Corp | History | No change | 200 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Quarry LP | History | No change | 161 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | No change | 231 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Conestoga Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -244,070 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,627 | -100.0% | Q3 2026 | Nov 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -467 | -100.0% | Q3 2026 | Nov 02, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Clark Wealth Partners | History | New | 116 | 0 | — | — | — | +116 | New | Q3 2026 | Oct 16, 2026 |
| Fairway Wealth LLC | History | New | 107 | 0 | — | — | — | +107 | New | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 133 | 0 | — | 0.0% | — | -26 | -16.35% | Q3 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 93 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 117 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Private Wealth Management Group, LLC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |