i3 Verticals, Inc. - IIIV
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 | 1,802,534 | 38,502 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | No change | 1,190,152 | 25,421 | 0.58% | 0.58% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AltraVue Capital, LLC | History | No change | 1,120,046 | 23,924 | 1.72% | 1.72% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CROSSLINK CAPITAL INC | History | No change | 1,117,986 | 23,880 | 1.76% | 1.76% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 1,099,486 | 23,485 | 1.16% | 1.16% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Reef Capital Management LP | History | No change | 1,075,000 | 22,962 | 0.88% | 0.88% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 965,250 | 20,617 | 0.92% | 0.92% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forager Capital Management, LLC | History | No change | 864,574 | 18,467 | 6.94% | 6.94% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 856,628 | 18,297 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 814,517 | 17,398 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | No change | 723,009 | 15,443 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE STREET CORP | History | No change | 719,056 | 15,359 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 693,367 | 14,810 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 679,679 | 14,517 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 651,201 | 13,909 | 0.11% | 0.11% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 533,827 | 11,405 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 461,786 | 9,864 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 411,915 | 8,798 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | No change | 377,435 | 8,062 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 293,717 | 6,273 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 280,157 | 5,984 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 264,750 | 5,655 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 261,523 | 5,586 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Legato Capital Management LLC | History | No change | 247,394 | 5,284 | 0.44% | 0.44% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 230,873 | 4,931 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 224,612 | 4,797 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 12th Street Asset Management Company, LLC | History | No change | 223,881 | 4,782 | 0.68% | 0.68% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Long Path Partners LP | History | No change | 215,319 | 4,599 | 1.96% | 1.96% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nuveen, LLC | History | No change | 210,866 | 4,504 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 191,275 | 4,085 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 164,005 | 3,503 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 156,386 | 3,340 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 233,133 | 3,221 | 0.05% | 0.08% | 33 | +2,603 | 1.13% | Q3 2026 | Oct 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 149,652 | 3,196 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 139,590 | 2,981 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 135,634 | 2,897 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 119,907 | 2,561 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 111,852 | 2,389 | 0.16% | 0.16% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 97,985 | 2,092 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 79,243 | 1,692 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | No change | 74,047 | 1,581 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 63,749 | 1,361 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 63,700 | 1,360 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 50,866 | 1,086 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MARSHALL WACE, LLP | History | No change | 48,713 | 1,040 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 48,320 | 1,032 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 47,880 | 1,022 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 45,298 | 967 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 43,094 | 920 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 42,200 | 901 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 39,242 | 838 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 34,560 | 738 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Invesco Ltd. | History | No change | 33,632 | 718 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 32,386 | 691 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 31,046 | 663 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Teton Advisors, LLC | History | No change | 30,000 | 640 | 0.37% | 0.37% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 28,946 | 618 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 26,843 | 573 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 26,075 | 556 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 24,531 | 548 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 25,100 | 536 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 24,922 | 532 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | No change | 24,763 | 528 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 22,910 | 489 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | No change | 22,031 | 470 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 20,956 | 447 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GABELLI FUNDS LLC | History | No change | 20,000 | 427 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 19,395 | 414 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 18,769 | 400 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 18,114 | 387 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 17,630 | 376 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 17,527 | 374 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Assenagon Asset Management S.A. | History | No change | 15,019 | 320 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Simplicity Wealth,LLC | History | No change | 14,663 | 313 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 14,326 | 306 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 13,686 | 292 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 13,503 | 288 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 12,277 | 262 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Empowered Funds, LLC | History | No change | 12,254 | 261 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | No change | 12,214 | 260 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCMORGAN & CO LLC | History | No change | 12,151 | 259 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 12,171 | 259 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,654 | 227 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 10,380 | 221 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 10,343 | 220 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,158 | 216 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 9,947 | 212 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 9,598 | 205 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 9,615 | 205 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,541 | 201 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 8,471 | 180 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,451 | 180 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,368 | 136 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,673 | 121 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,800 | 102 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,482 | 95 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 4,000 | 85 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARCLAYS PLC | History | No change | 3,553 | 75 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,083 | 65 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,950 | 41 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,928 | 41 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,568 | 33 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,332 | 28 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 1,134 | 24 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 892 | 19 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 916 | 19 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 714 | 15 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 732 | 15 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 659 | 14 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 636 | 13 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 505 | 10 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 501 | 10 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 695 | 9 | 0.0% | 0.0% | 114 | +480 | 223.26% | Q3 2026 | Oct 01, 2026 |
| Sterling Capital Management LLC | History | No change | 445 | 9 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 384 | 8 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 325 | 6 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 302 | 6 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 302 | 6 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MATHER GROUP, LLC. | History | No change | 240 | 5 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 203 | 4 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisors Asset Management, Inc. | History | No change | 82 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 80 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 92 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 87 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,300 | -100.0% | Q3 2026 | Oct 05, 2026 |
| US BANCORP \DE\ | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |