Intrepid Potash, Inc. - IPI
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 | 1,155,559 | 37,879 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 772,388 | 25,319 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 524,907 | 17,206 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 513,596 | 16,835 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | No change | 323,551 | 10,606 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Goehring & Rozencwajg Associates, LLC | History | No change | 297,866 | 9,764 | 0.56% | 0.56% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 278,778 | 9,140 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GATE CITY CAPITAL MANAGEMENT, LLC | History | No change | 244,258 | 8,006 | 2.08% | 2.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 242,320 | 7,943 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 224,126 | 7,346 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 208,551 | 6,836 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 191,950 | 6,292 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 186,667 | 6,118 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 184,880 | 6,056 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Azarias Capital Management, L.P. | History | No change | 178,281 | 5,844 | 2.54% | 2.54% | 15 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Nuveen, LLC | History | No change | 169,711 | 5,563 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 142,537 | 4,672 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 134,430 | 4,406 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 129,979 | 4,260 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 119,959 | 3,932 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 118,418 | 3,881 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 111,367 | 3,650 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 101,714 | 3,399 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 102,294 | 3,353 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 101,866 | 3,339 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 88,686 | 2,907 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 81,493 | 2,671 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 81,403 | 2,668 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 70,894 | 2,323 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 66,691 | 2,186 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 64,057 | 2,099 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 61,949 | 2,030 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenorchy Capital Ltd | History | No change | 61,006 | 1,999 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIXIS | History | No change | 56,400 | 1,848 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 55,205 | 1,809 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 54,516 | 1,787 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 53,890 | 1,766 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peapod Lane Capital LLC | History | No change | 46,173 | 1,513 | 1.02% | 1.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 45,731 | 1,499 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 40,236 | 1,319 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 38,000 | 1,245 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 33,991 | 1,114 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 33,646 | 1,102 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 33,216 | 1,088 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 33,116 | 1,085 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 32,785 | 1,074 | 0.18% | 0.18% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 30,573 | 1,002 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 30,168 | 988 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,996 | 950 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 28,322 | 928 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 27,462 | 900 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 26,686 | 874 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 25,943 | 850 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quadrature Capital Ltd | History | No change | 24,593 | 806 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 21,567 | 706 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 21,094 | 691 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cetera Investment Advisers | History | No change | 20,848 | 683 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 20,472 | 671 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 19,873 | 651 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 17,632 | 577 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 17,615 | 577 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aquatic Capital Management LLC | History | No change | 17,167 | 562 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 16,721 | 548 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 16,494 | 540 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 12,268 | 524 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 15,941 | 522 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 14,425 | 472 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Encompass More Asset Management | History | No change | 14,014 | 459 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| XTX Topco Ltd | History | No change | 13,985 | 458 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 13,425 | 440 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 12,915 | 423 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 12,696 | 416 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 12,200 | 399 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | No change | 11,000 | 360 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 10,150 | 332 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 8,975 | 295 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 8,800 | 288 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 8,748 | 287 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 8,692 | 284 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 8,633 | 283 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | No change | 8,661 | 283 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 8,027 | 263 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 7,900 | 258 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 7,500 | 245 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MARSHALL WACE, LLP | History | No change | 7,184 | 235 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | No change | 7,183 | 235 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sterling Capital Management LLC | History | No change | 7,032 | 230 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 6,751 | 221 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 6,722 | 220 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 6,693 | 219 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,539 | 214 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 6,465 | 211 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 6,415 | 210 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,962 | 195 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 5,433 | 178 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 5,139 | 168 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,978 | 130 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,902 | 127 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | No change | 3,532 | 116 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 2,636 | 86 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 2,259 | 74 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,089 | 68 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,825 | 59 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 1,637 | 53 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 1,242 | 40 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 994 | 33 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 895 | 29 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 875 | 29 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 711 | 23 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Research Corp | History | No change | 670 | 21 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Arax Advisory Partners | History | No change | 594 | 19 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | No change | 564 | 18 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 469 | 15 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 436 | 14 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 375 | 12 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 340 | 11 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 350 | 11 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 362 | 11 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 333 | 10 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 282 | 9 | 0.0% | 0.0% | 120 | -35 | -11.04% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | No change | 302 | 9 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 163 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hurley Capital, LLC | History | No change | 157 | 5 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 143 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 151 | 4 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SBI Securities Co., Ltd. | History | No change | 152 | 4 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 111 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stone House Investment Management, LLC | History | No change | 119 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPL Wealth Management, LLC | History | No change | 105 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quarry LP | History | No change | 85 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 47 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 34 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 20 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 43 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 54 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Torren Management, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Essential Partners LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |