Industrial Logistics Properties Trust - ILPT
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 | 5,769,793 | 51,178 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,914,117 | 25,848 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,763,332 | 24,510 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CastleKnight Management LP | History | No change | 1,654,198 | 14,672 | 0.2% | 0.2% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,648,123 | 14,622 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,290,952 | 11,451 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | No change | 1,243,921 | 11,033 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,218,269 | 10,806 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 1,153,563 | 10,232 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nantahala Capital Management, LLC | History | No change | 1,111,153 | 9,855 | 0.33% | 0.33% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 895,018 | 7,938 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 600,622 | 5,327 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 594,902 | 5,276 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 582,376 | 5,165 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 582,330 | 5,165 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 545,167 | 4,835 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 544,790 | 4,832 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 392,607 | 3,482 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 386,392 | 3,423 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flat Footed LLC | History | No change | 371,191 | 3,292 | 0.25% | 0.25% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 369,947 | 3,281 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 357,641 | 3,172 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 352,332 | 3,125 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 403,455 | 2,864 | 0.0% | 0.0% | 24 | -137,221 | -25.38% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 313,700 | 2,782 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 288,657 | 2,560 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 283,059 | 2,510 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 250,000 | 2,217 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 226,865 | 2,012 | 0.13% | 0.13% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 217,526 | 1,929 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 266,461 | 1,891 | 0.0% | 0.0% | 31 | -39,374 | -12.87% | Q3 2026 | Nov 05, 2026 |
| Union Square Park Capital Management, LLC | History | No change | 200,000 | 1,774 | 0.64% | 0.64% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 183,045 | 1,623 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 175,122 | 1,553 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 205,260 | 1,457 | 0.0% | 0.0% | 35 | +7,103 | 3.58% | Q3 2026 | Nov 05, 2026 |
| Informed Momentum Co LLC | History | No change | 153,176 | 1,358 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 146,629 | 1,300 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 181,519 | 1,265 | 0.0% | 0.0% | 38 | +85,808 | 89.65% | Q3 2026 | Nov 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 130,169 | 1,154 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 130,000 | 1,153 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 126,549 | 1,122 | 0.14% | 0.14% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 126,000 | 1,117 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 122,200 | 1,084 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 141,687 | 1,005 | 0.01% | 0.01% | 44 | +5,087 | 3.72% | Q3 2026 | Oct 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 107,731 | 955 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 106,480 | 944 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 98,899 | 877 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 98,572 | 874 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | No change | 98,316 | 872 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 97,900 | 868 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 87,276 | 774 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 87,049 | 772 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 84,600 | 750 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 81,865 | 726 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 80,047 | 710 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 76,760 | 680 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 88,883 | 631 | 0.0% | 0.0% | 57 | +5,828 | 7.02% | Q3 2026 | Oct 27, 2026 |
| Cetera Investment Advisers | History | No change | 67,882 | 602 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 66,300 | 588 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 64,861 | 575 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 63,424 | 562 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Point72 Asset Management, L.P. | History | No change | 58,316 | 517 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 55,500 | 492 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 54,500 | 483 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 53,947 | 478 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 49,945 | 443 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 48,814 | 432 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 46,655 | 414 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 55,139 | 391 | 0.0% | 0.0% | 69 | +8,577 | 18.42% | Q3 2026 | Nov 04, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 51,706 | 367 | 0.0% | 0.0% | 70 | -20,322 | -28.21% | Q3 2026 | Oct 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 61,340 | 348 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 38,786 | 344 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 38,432 | 340 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | Added to | 46,512 | 330 | 0.0% | 0.0% | 74 | +7,671 | 19.75% | Q3 2026 | Nov 02, 2026 |
| MetLife Investment Management, LLC | History | No change | 35,048 | 310 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 34,002 | 301 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| State of Wyoming | History | New | 41,423 | 294 | 0.02% | — | 77 | +41,423 | New | Q3 2026 | Oct 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 35,458 | 251 | 0.01% | — | 78 | +35,458 | New | Q3 2026 | Oct 16, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 25,897 | 241 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 26,163 | 232 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 24,749 | 231 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 25,861 | 229 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 22,700 | 201 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | No change | 22,635 | 200 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 27,900 | 197 | 0.0% | 0.0% | 85 | +780 | 2.88% | Q3 2026 | Oct 15, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 22,216 | 197 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | Reduced | 26,714 | 189 | 0.06% | 0.11% | 87 | -11,983 | -30.97% | Q3 2026 | Oct 23, 2026 |
| HSBC HOLDINGS PLC | History | No change | 19,930 | 182 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 19,133 | 169 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,600 | 156 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 21,693 | 154 | 0.0% | 0.0% | 91 | -1,224 | -5.34% | Q3 2026 | Oct 29, 2026 |
| Mariner, LLC | History | No change | 17,178 | 152 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 17,212 | 152 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,101 | 142 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 19,241 | 138 | 0.0% | — | 95 | +19,241 | New | Q3 2026 | Oct 13, 2026 |
| XTX Topco Ltd | History | No change | 14,914 | 132 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 14,693 | 130 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 14,461 | 128 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 13,716 | 121 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 13,449 | 119 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 13,300 | 117 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 13,184 | 116 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 13,010 | 115 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 12,901 | 114 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,725 | 113 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 15,500 | 110 | 0.0% | 0.0% | 107 | +4,400 | 39.64% | Q3 2026 | Oct 30, 2026 |
| M&T BANK CORP | History | No change | 12,496 | 110 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BARCLAYS PLC | History | No change | 12,365 | 109 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,184 | 108 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 11,769 | 104 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EWA, LLC | History | No change | 11,500 | 102 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 14,325 | 101 | 0.0% | 0.0% | 113 | +157 | 1.11% | Q3 2026 | Nov 05, 2026 |
| SG Americas Securities, LLC | History | No change | 11,412 | 101 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caprock Group, LLC | History | No change | 11,160 | 98 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 10,092 | 89 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 12,300 | 87 | 0.0% | — | 116 | +12,300 | New | Q3 2026 | Oct 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 9,599 | 85 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 11,824 | 83 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 11,488 | 81 | 0.03% | 0.03% | 119 | +500 | 4.55% | Q3 2026 | Oct 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,881 | 69 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,313 | 64 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 5,523 | 48 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 4,959 | 43 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,622 | 40 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,469 | 39 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 5,256 | 37 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,043 | 35 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 3,675 | 32 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,281 | 30 | 0.0% | 0.0% | 129 | +478 | 12.57% | Q3 2026 | Oct 08, 2026 |
| CITIGROUP INC | History | Reduced | 3,027 | 21 | 0.0% | 0.0% | 130 | -23,441 | -88.56% | Q3 2026 | Nov 04, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 2,808 | 20 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,910 | 13 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,209 | 10 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | New | 1,200 | 8 | 0.0% | — | 134 | +1,200 | New | Q3 2026 | Oct 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,095 | 7 | 0.0% | 0.0% | 136 | -50 | -4.37% | Q3 2026 | Oct 22, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 800 | 7 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 884 | 6 | 0.0% | 0.0% | 138 | -2,877 | -76.5% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 779 | 6 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Allworth Financial LP | History | No change | 565 | 5 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 699 | 4 | 0.0% | — | 142 | +697 | 34850.0% | Q3 2026 | Oct 26, 2026 |
| GAMMA Investing LLC | History | Added to | 676 | 4 | 0.0% | 0.0% | 143 | +516 | 322.5% | Q3 2026 | Oct 08, 2026 |
| TSFG, LLC | History | Added to | 566 | 4 | 0.0% | 0.0% | 141 | +209 | 58.54% | Q3 2026 | Oct 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 510 | 4 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 437 | 3 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 520 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 468 | 3 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| IFP Advisors, Inc | History | Added to | 302 | 2 | 0.0% | — | 148 | +215 | 247.13% | Q3 2026 | Oct 16, 2026 |
| HM PAYSON & CO | History | No change | 309 | 2 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parkside Financial Bank & Trust | History | New | 190 | 1 | 0.0% | — | 154 | +190 | New | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 156 | 1 | 0.0% | — | 155 | +156 | New | Q3 2026 | Oct 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 146 | 1 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 214 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TD Capital Management LLC | History | No change | 123 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 136 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 153 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -705 | -100.0% | Q3 2026 | Oct 28, 2026 |
| True Wealth Design, LLC | History | New | 72 | 0 | — | — | — | +72 | New | Q3 2026 | Oct 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 4 | 0 | — | — | — | -65 | -94.2% | Q3 2026 | Nov 05, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Essential Partners LLC | History | Added to | 121 | 0 | — | — | — | +31 | 34.44% | Q3 2026 | Oct 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Nov 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 5 | 0 | — | — | — | -17 | -77.27% | Q3 2026 | Nov 05, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 88 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |