HighPeak Energy, Inc. - HPK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arax Advisory Partners | History | No change | 13,900,110 | 97,161 | 0.64% | 0.64% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 1,881,769 | 13,153 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,306,408 | 9,131 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,011,449 | 7,070 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 952,619 | 6,658 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 871,652 | 6,092 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 794,036 | 5,550 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 776,190 | 5,425 | 0.29% | 0.29% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 753,198 | 5,265 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 734,699 | 5,135 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 744,814 | 4,990 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 621,619 | 4,345 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 607,061 | 4,243 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 598,103 | 4,180 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 579,791 | 4,052 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDT Partners, LLC | History | No change | 548,124 | 3,831 | 0.2% | 0.2% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 467,463 | 3,267 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 407,212 | 2,846 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 373,295 | 2,609 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HRT FINANCIAL LP | History | No change | 349,534 | 2,443 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 335,023 | 2,341 | 1.39% | 1.39% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 311,927 | 2,180 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 288,952 | 2,019 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 243,912 | 1,704 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Americana Partners, LLC | History | No change | 241,277 | 1,686 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 238,902 | 1,669 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 217,512 | 1,520 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 217,302 | 1,518 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 185,682 | 1,297 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 183,833 | 1,284 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 183,833 | 1,284 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 169,913 | 1,187 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 164,873 | 1,152 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 157,850 | 1,103 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 157,318 | 1,099 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 147,020 | 1,027 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 142,508 | 996 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 112,134 | 783 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 103,622 | 724 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 101,185 | 707 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 101,207 | 707 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | No change | 96,451 | 674 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 92,255 | 644 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 83,606 | 584 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 79,193 | 553 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 73,051 | 510 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 67,653 | 472 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 66,940 | 461 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 49,705 | 348 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 46,652 | 326 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 45,574 | 318 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 40,115 | 280 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 37,062 | 259 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 36,396 | 254 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 36,105 | 253 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 35,847 | 250 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Waterloo Capital, L.P. | History | No change | 34,200 | 239 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Squarepoint Ops LLC | History | No change | 32,467 | 226 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 31,800 | 222 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 30,897 | 215 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,500 | 206 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 26,306 | 183 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 25,999 | 181 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 26,000 | 181 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,080 | 175 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 24,786 | 173 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 23,892 | 167 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 22,620 | 158 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 22,196 | 155 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 21,895 | 153 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 21,624 | 151 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gotham Asset Management, LLC | History | No change | 21,659 | 151 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 21,494 | 150 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | No change | 21,092 | 147 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 20,888 | 146 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 20,531 | 143 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 20,436 | 142 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 20,018 | 139 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,911 | 139 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pavaki Capital Management LLC | History | No change | 20,000 | 139 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 19,700 | 137 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 18,666 | 130 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,800 | 110 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 14,824 | 103 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 14,075 | 98 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 13,759 | 96 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 13,523 | 94 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| nVerses Capital, LLC | History | No change | 13,339 | 93 | 0.14% | 0.14% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jain Global LLC | History | No change | 13,194 | 92 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 12,956 | 90 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 12,169 | 85 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 12,102 | 84 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 12,106 | 84 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 11,013 | 76 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 10,965 | 76 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,554 | 73 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 10,374 | 72 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,433 | 72 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,145 | 70 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,015 | 70 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 8,942 | 62 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 8,871 | 62 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 5,226 | 36 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 5,229 | 36 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 5,075 | 35 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,288 | 29 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 3,890 | 27 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,934 | 27 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 3,750 | 26 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,524 | 24 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,387 | 23 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | No change | 2,577 | 18 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legal & General Group Plc | History | No change | 2,380 | 16 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,267 | 15 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,867 | 13 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 1,395 | 9 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Essential Partners LLC | History | No change | 1,342 | 9 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,160 | 8 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,106 | 7 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 1,097 | 7 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 900 | 6 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 936 | 6 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Solstein Capital, LLC | History | No change | 1,000 | 6 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kilter Group LLC | History | No change | 788 | 5 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 678 | 4 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 312 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Sterling Capital Management LLC | History | No change | 416 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 247 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| True Wealth Design, LLC | History | No change | 334 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bare Financial Services, Inc | History | No change | 309 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 278 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 186 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | No change | 76 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 245 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 42 | 0 | — | 0.0% | — | -144 | -77.42% | Q3 2026 | Oct 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 94 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 106 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trust Co | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Avion Wealth | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | No change | 101 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Optiver Holding B.V. | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 108 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investors Portfolio Services LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |