Invesco Mortgage Capital Inc. - IVR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 8,805,376 69,562 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,994,974 31,560 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 3,309,701 26,146 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 2,424,263 19,151 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,377,470 18,785 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 1,849,062 14,803 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,296,579 10,242 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Wealth Management, LLC History No change 1,295,330 10,233 1.53% 1.53% 8 0 0.0% Q2 2026 Jul 30, 2026
NORTHERN TRUST CORP History No change 1,109,739 8,766 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 1,073,203 8,478 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 1,010,427 7,982 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 756,372 5,975 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 752,156 5,942 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 718,377 5,675 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 712,061 5,625 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 615,610 4,863 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 614,225 4,852 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 524,474 4,143 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 477,827 3,775 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 432,156 3,414 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 413,666 3,267 0.0% 0.0% 21 0 0.0% Q2 2026 Sep 02, 2026
SEGALL BRYANT & HAMILL, LLC History No change 408,368 3,226 0.04% 0.04% 22 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial, LLC History No change 388,455 3,114 0.03% 0.03% 23 0 0.0% Q2 2026 Aug 12, 2026
Odyssean, LLC History No change 374,410 2,957 0.48% 0.48% 24 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 350,673 2,770 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 335,615 2,651 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 317,477 2,508 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 288,700 2,280 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 285,237 2,253 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 264,202 2,087 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 247,749 1,957 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 231,634 1,829 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 225,000 1,777 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 216,600 1,711 0.55% 0.55% 34 0 0.0% Q2 2026 Jul 15, 2026
Atom Investors LP History No change 213,771 1,688 0.15% 0.15% 35 0 0.0% Q2 2026 Aug 14, 2026
Bramshill Investments, LLC History No change 211,265 1,668 0.13% 0.13% 36 0 0.0% Q2 2026 Aug 14, 2026
VARCOV Co. History No change 207,364 1,638 0.62% 0.62% 37 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 202,500 1,599 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 167,784 1,325 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 156,636 1,237 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 156,323 1,234 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 152,866 1,207 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 142,866 1,128 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
PVG ASSET MANAGEMENT CORP History No change 133,630 1,055 0.61% 0.61% 44 0 0.0% Q2 2026 Jul 01, 2026
IEQ CAPITAL, LLC History No change 130,496 1,030 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 126,671 1,001 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 125,429 988 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 120,900 955 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 07, 2026
RHUMBLINE ADVISERS History No change 115,295 910 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 11, 2026
IMC-Chicago, LLC History No change 113,600 897 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 06, 2026
ExodusPoint Capital Management, LP History No change 98,865 781 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 98,930 781 0.02% 0.02% 52 0 0.0% Q2 2026 Jul 13, 2026
WINTON GROUP Ltd History No change 92,000 726 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 89,002 703 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 88,421 698 0.0% 0.0% 55 0 0.0% Q2 2026 Sep 23, 2026
MARSHALL WACE, LLP History No change 84,622 668 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 81,219 641 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 77,623 613 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 06, 2026
Quantbot Technologies LP History No change 69,792 551 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 68,485 541 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 68,300 539 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Virtu Financial LLC History No change 67,225 531 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 64,217 518 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 62,495 493 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 60,872 480 0.01% 0.01% 65 0 0.0% Q2 2026 Jul 20, 2026
Straight Path Wealth Management History No change 59,500 470 0.11% 0.11% 66 0 0.0% Q2 2026 Jul 27, 2026
MetLife Investment Management, LLC History No change 53,379 421 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 50,165 396 0.01% 0.01% 68 0 0.0% Q2 2026 Jul 07, 2026
Schonfeld Strategic Advisors LLC History No change 50,126 395 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 49,522 391 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 48,884 386 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 03, 2026
Qube Research & Technologies Ltd History No change 48,258 381 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 48,130 380 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 47,724 377 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 47,374 374 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 46,009 363 0.04% 0.04% 76 0 0.0% Q2 2026 Jul 09, 2026
Vanguard Global Advisers, LLC History No change 40,523 320 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 36,497 288 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History No change 35,898 283 0.0% 0.0% 79 0 0.0% Q2 2026 Jul 28, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 34,390 271 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
State of Wyoming History No change 33,619 265 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 06, 2026
PFG Investments, LLC History No change 32,481 256 0.01% 0.01% 82 0 0.0% Q2 2026 Jul 23, 2026
Range Financial Group LLC History No change 31,026 245 0.07% 0.07% 83 0 0.0% Q2 2026 Jul 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 30,739 244 0.0% 0.0% 84 0 0.0% Q2 2026 Jul 15, 2026
Cerity Partners LLC History No change 29,903 236 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 29,481 233 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History No change 29,555 233 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 27,036 216 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 10, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 27,196 214 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 06, 2026
Police & Firemen's Retirement System of New Jersey History No change 26,902 212 0.0% 0.0% 90 0 0.0% Q2 2026 Jul 23, 2026
Vident Advisory, LLC History No change 25,467 201 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
Caption Management, LLC History No change 25,000 197 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 24,865 196 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 19, 2026
180 WEALTH ADVISORS, LLC History No change 24,597 194 0.02% 0.02% 94 0 0.0% Q2 2026 Jul 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 24,226 191 0.0% 0.0% 95 0 0.0% Q2 2026 Jul 29, 2026
FMR LLC History No change 24,162 190 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 21,931 173 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 21,223 167 0.0% 0.0% 98 0 0.0% Q2 2026 Sep 09, 2026
Morling Financial Advisors, LLC History No change 21,196 167 0.05% 0.05% 99 0 0.0% Q2 2026 Aug 06, 2026
Pallas Capital Advisors LLC History No change 20,275 160 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 07, 2026
Walleye Trading LLC History No change 19,409 153 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 03, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 18,679 147 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 10, 2026
STRS OHIO History No change 17,900 141 0.0% 0.0% 103 0 0.0% Q2 2026 Jul 30, 2026
Jain Global LLC History No change 17,900 141 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
J. Safra Sarasin Holding AG History No change 17,504 138 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 31, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 17,235 136 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
VIRTUS ADVISERS, LLC History No change 16,704 131 0.05% 0.05% 107 0 0.0% Q2 2026 Aug 11, 2026
Dynamic Technology Lab Private Ltd History No change 16,095 127 0.03% 0.03% 108 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 15,769 124 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 15,765 124 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 15,633 123 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 06, 2026
PRUDENTIAL FINANCIAL INC History No change 14,922 117 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 12, 2026
Visionary Wealth Advisors History No change 14,900 117 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 14,763 116 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 14,405 113 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 13,619 107 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 13,200 104 0.0% 0.0% 117 0 0.0% Q2 2026 Sep 08, 2026
CAPTRUST FINANCIAL ADVISORS History No change 12,949 102 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 12,966 102 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 11,974 94 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 10, 2026
ProShare Advisors LLC History No change 11,942 94 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 11,360 89 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 17, 2026
Cambridge Investment Research Advisors, Inc. History No change 11,168 88 0.0% 0.0% 123 0 0.0% Q2 2026 Jul 27, 2026
StoneX Group Inc. History No change 10,937 86 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 10,695 84 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10,328 81 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 07, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 10,000 79 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 11, 2026
GROUP ONE TRADING LLC History No change 9,539 75 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 8,813 69 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Investment Partners, Inc. History No change 8,278 65 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 7,593 59 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 11, 2026
Spire Wealth Management History No change 7,355 58 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,770 45 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 5,412 42 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 4,711 37 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 24, 2026
Tower Research Capital LLC (TRC) History No change 4,642 36 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 3,380 26 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 23, 2026
Osbon Capital Management LLC History No change 2,674 21 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 2,500 19 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 1,285 10 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 1,263 9 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 1,218 9 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 1,080 8 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 24, 2026
LGT Financial Advisors LLC History No change 1,109 8 0.04% 0.04% 144 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 1,126 8 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 17, 2026
Essential Partners LLC History No change 876 6 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Added to 925 5 0.0% 0.0% 149 +133 16.79% Q3 2026 Oct 01, 2026
FEDERATED HERMES, INC. History No change 691 5 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 633 5 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 24, 2026
ROTHSCHILD INVESTMENT LLC History No change 512 4 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 389 3 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
Optiver Holding B.V. History No change 438 3 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 436 3 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Planning Group LLC History No change 323 2 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 180 1 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 10, 2026
Physician Wealth Advisors, Inc. History No change 185 1 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 20, 2026
SHP Wealth Management History No change 200 1 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 11, 2026
Covestor Ltd History No change 165 1 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History No change 163 1 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 209 1 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 91 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
CULLEN/FROST BANKERS, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 91 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 24 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 60 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
Stone House Investment Management, LLC History No change 70 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 49 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
NFSG Corp History No change 30 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Bell Investment Advisors, Inc History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History No change 24 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
City State Bank History No change 100 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Lodestone Wealth Management LLC History No change 30 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Abound Wealth Management History No change 21 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Fortitude Family Office, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Caitong International Asset Management Co., Ltd History No change 43 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
TD Waterhouse Canada Inc. History No change 71 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Napier Financial, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Ares Financial Consulting, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Financial Management LLC History No change 70 0 — — — 0 0.0% Q2 2026 Aug 28, 2026
Philadelphia Investment Partners, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026