J&J SNACK FOODS CORP - JJSF
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 | 2,395,014 | 175,913 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,054,174 | 77,429 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 796,746 | 61,811 | 0.1% | 0.16% | 3 | -542,364 | -40.5% | Q3 2026 | Nov 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 779,032 | 59,557 | 0.01% | 0.01% | 4 | +86,821 | 12.54% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 645,573 | 47,417 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 623,953 | 46,308 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 411,881 | 30,258 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 366,997 | 28,056 | 0.5% | — | 8 | +366,997 | New | Q3 2026 | Oct 13, 2026 |
| Invesco Ltd. | History | No change | 323,409 | 23,754 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 302,670 | 22,231 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 299,434 | 21,993 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 293,334 | 21,545 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 280,883 | 20,630 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 268,442 | 19,717 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 264,557 | 19,431 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 250,902 | 18,428 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | No change | 242,346 | 17,800 | 0.41% | 0.41% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 241,119 | 17,710 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 221,151 | 16,243 | 0.13% | 0.13% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 219,160 | 16,097 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 218,919 | 16,079 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 205,957 | 15,745 | 0.0% | 0.0% | 22 | +27,402 | 15.35% | Q3 2026 | Nov 05, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 186,881 | 13,726 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 168,110 | 12,347 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 131,697 | 10,168 | 0.05% | 0.08% | 25 | -95,923 | -42.14% | Q3 2026 | Oct 14, 2026 |
| ProShare Advisors LLC | History | Added to | 129,228 | 9,879 | 0.01% | 0.01% | 26 | +42,055 | 48.24% | Q3 2026 | Oct 28, 2026 |
| Point72 Asset Management, L.P. | History | No change | 127,169 | 9,340 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 123,452 | 9,067 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | No change | 109,905 | 8,072 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 109,889 | 8,071 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 101,502 | 7,759 | 0.0% | 0.0% | 31 | +8,828 | 9.53% | Q3 2026 | Nov 02, 2026 |
| BESSEMER GROUP INC | History | No change | 102,085 | 7,498 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 98,218 | 7,214 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 94,254 | 7,205 | 0.0% | 0.0% | 34 | +39,430 | 71.92% | Q3 2026 | Nov 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 93,951 | 6,900 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 85,544 | 6,283 | 0.42% | 0.42% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 75,724 | 5,561 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 69,230 | 5,292 | 2.27% | 2.07% | 38 | -1,239 | -1.76% | Q3 2026 | Oct 29, 2026 |
| HRT FINANCIAL LP | History | No change | 70,931 | 5,209 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 68,211 | 5,010 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 65,786 | 4,831 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 58,862 | 4,323 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 55,377 | 4,067 | 0.53% | 0.53% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 52,213 | 3,835 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 51,591 | 3,789 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 50,721 | 3,725 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAVERICK CAPITAL LTD | History | No change | 50,600 | 3,716 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 50,379 | 3,700 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 47,994 | 3,525 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 47,213 | 3,467 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 47,084 | 3,458 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | No change | 45,924 | 3,373 | 0.28% | 0.28% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 43,654 | 3,206 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 43,600 | 3,202 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 41,317 | 3,034 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dean Capital Management | History | No change | 40,222 | 2,954 | 1.07% | 1.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridge City Capital, LLC | History | Added to | 36,461 | 2,787 | 0.58% | 0.5% | 57 | +6,510 | 21.74% | Q3 2026 | Oct 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 36,176 | 2,723 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 35,557 | 2,611 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 33,693 | 2,474 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 30,892 | 2,269 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss National Bank | History | No change | 30,500 | 2,240 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Phocas Financial Corp. | History | No change | 29,908 | 2,196 | 0.3% | 0.3% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XTX Topco Ltd | History | No change | 29,386 | 2,158 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 29,100 | 2,137 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 27,409 | 2,013 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | No change | 26,855 | 1,972 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 26,467 | 1,944 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 26,035 | 1,912 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legato Capital Management LLC | History | No change | 25,822 | 1,896 | 0.16% | 0.16% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 25,365 | 1,863 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 25,324 | 1,861 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 23,226 | 1,705 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,125 | 1,691 | 0.0% | 0.0% | 74 | -1,395 | -5.93% | Q3 2026 | Oct 22, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 23,015 | 1,690 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 22,197 | 1,630 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 20,224 | 1,603 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CastleKnight Management LP | History | No change | 21,800 | 1,601 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 21,293 | 1,563 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Man Group plc | History | No change | 21,251 | 1,560 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 20,980 | 1,541 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 20,574 | 1,511 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 20,341 | 1,494 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 19,843 | 1,457 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Mariner, LLC | History | No change | 19,238 | 1,413 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,794 | 1,306 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 16,828 | 1,236 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 16,821 | 1,235 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 16,074 | 1,180 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 15,581 | 1,144 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 14,974 | 1,100 | 0.25% | 0.25% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 13,880 | 1,019 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Entropy Technologies, LP | History | No change | 13,375 | 982 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,612 | 964 | 0.03% | 0.03% | 94 | -8 | -0.06% | Q3 2026 | Oct 23, 2026 |
| Aquatic Capital Management LLC | History | No change | 12,812 | 941 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 12,795 | 939 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 11,700 | 894 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 11,634 | 889 | 0.0% | — | 98 | +11,634 | New | Q3 2026 | Oct 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 12,045 | 885 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,727 | 861 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 11,700 | 859 | 0.16% | 0.16% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,164 | 819 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 10,624 | 812 | 0.02% | 0.04% | 103 | -15,696 | -59.64% | Q3 2026 | Oct 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,922 | 802 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,784 | 792 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,617 | 785 | 0.0% | 0.0% | 106 | +2,063 | 27.31% | Q3 2026 | Oct 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 10,425 | 765 | 0.19% | 0.19% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | No change | 9,924 | 728 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,387 | 718 | 0.0% | 0.0% | 109 | -465 | -4.72% | Q3 2026 | Nov 05, 2026 |
| Engineers Gate Manager LP | History | No change | 9,750 | 716 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 9,091 | 695 | 0.15% | 0.17% | 111 | -1,571 | -14.73% | Q3 2026 | Nov 04, 2026 |
| Bridgefront Capital, LLC | History | No change | 9,122 | 670 | 0.18% | 0.18% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,052 | 664 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 8,612 | 658 | 0.01% | 0.01% | 114 | -2,356 | -21.48% | Q3 2026 | Oct 01, 2026 |
| Cerity Partners LLC | History | No change | 8,947 | 657 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 8,835 | 648 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, LLC | History | Reduced | 8,294 | 634 | 0.03% | 0.03% | 117 | -920 | -9.98% | Q3 2026 | Oct 22, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 8,256 | 631 | 0.01% | 0.01% | 118 | +637 | 8.36% | Q3 2026 | Nov 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 8,334 | 612 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,961 | 584 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 7,822 | 574 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,258 | 533 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,010 | 514 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 6,676 | 490 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgewood Investments LLC | History | Reduced | 6,354 | 485 | 0.18% | 0.21% | 125 | -1,463 | -18.72% | Q3 2026 | Oct 05, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 6,300 | 481 | 0.01% | 0.01% | 126 | -300 | -4.55% | Q3 2026 | Oct 20, 2026 |
| CITIGROUP INC | History | Reduced | 6,128 | 468 | 0.0% | 0.0% | 127 | -3,196 | -34.28% | Q3 2026 | Nov 04, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,279 | 461 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 6,271 | 460 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Quadrature Capital Ltd | History | No change | 6,172 | 453 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 6,054 | 444 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 6,009 | 441 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,788 | 425 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 5,330 | 407 | 0.0% | 0.0% | 134 | +2,027 | 61.37% | Q3 2026 | Oct 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,910 | 360 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,745 | 348 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 4,725 | 347 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 4,731 | 347 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,695 | 344 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,659 | 342 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walleye Capital LLC | History | No change | 4,545 | 333 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 4,547 | 333 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 4,413 | 324 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 4,225 | 323 | 0.0% | 0.0% | 144 | +28 | 0.67% | Q3 2026 | Nov 03, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 4,200 | 308 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,183 | 307 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,901 | 298 | 0.0% | 0.0% | 147 | -135 | -3.34% | Q3 2026 | Oct 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,998 | 293 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,887 | 285 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,694 | 282 | 0.0% | 0.0% | 150 | -355 | -8.77% | Q3 2026 | Oct 22, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,687 | 281 | 0.0% | 0.0% | 151 | -343 | -8.51% | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,762 | 276 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Capital Management, LLC / WI | History | New | 3,539 | 270 | 0.14% | — | 153 | +3,539 | New | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,477 | 265 | 0.0% | 0.0% | 154 | -81 | -2.28% | Q3 2026 | Nov 03, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 3,596 | 264 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Odyssean, LLC | History | No change | 3,575 | 262 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,500 | 259 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 3,500 | 257 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 3,481 | 255 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 3,294 | 251 | 0.0% | 0.0% | 160 | -100 | -2.95% | Q3 2026 | Oct 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,424 | 251 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 3,290 | 250 | 0.0% | 0.0% | 162 | -2,544 | -43.61% | Q3 2026 | Oct 15, 2026 |
| BARCLAYS PLC | History | No change | 3,391 | 249 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | No change | 3,292 | 241 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,231 | 237 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Merit Financial Group, LLC | History | No change | 3,208 | 235 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sovereign's Capital Management, LLC | History | No change | 3,211 | 235 | 0.16% | 0.16% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 3,009 | 221 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 2,779 | 212 | 0.01% | 0.01% | 169 | +839 | 43.25% | Q3 2026 | Oct 08, 2026 |
| HUB Investment Partners, LLC | History | New | 2,640 | 201 | 0.0% | — | 170 | +2,640 | New | Q3 2026 | Nov 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,577 | 199 | 0.0% | 0.0% | 171 | +263 | 11.37% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,443 | 179 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,329 | 171 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,255 | 165 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,043 | 150 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARD ASSOCIATES INC | History | No change | 1,800 | 133 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,509 | 110 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,297 | 95 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,121 | 85 | 0.0% | 0.0% | 179 | -677 | -37.65% | Q3 2026 | Nov 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,124 | 85 | 0.0% | 0.0% | 180 | +142 | 14.46% | Q3 2026 | Oct 23, 2026 |
| Nykredit A/S | History | No change | 932 | 68 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 869 | 66 | 0.01% | 0.01% | 182 | +89 | 11.41% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 891 | 65 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 835 | 61 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 753 | 57 | 0.0% | 0.0% | 185 | +289 | 62.28% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 718 | 52 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 677 | 52 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 625 | 47 | 0.0% | 0.0% | 189 | +74 | 13.43% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 645 | 47 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 526 | 39 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Family Offices, LLP | History | New | 504 | 38 | 0.01% | — | 193 | +504 | New | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 509 | 38 | 0.0% | 0.0% | 192 | +62 | 13.87% | Q3 2026 | Nov 03, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 529 | 38 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NFSG Corp | History | No change | 475 | 36 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Added to | 455 | 34 | 0.0% | 0.0% | 195 | +137 | 43.08% | Q3 2026 | Oct 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 451 | 33 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 420 | 31 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 347 | 26 | 0.0% | 0.0% | 198 | +224 | 182.11% | Q3 2026 | Oct 26, 2026 |
| Versant Capital Management, Inc | History | Reduced | 323 | 24 | 0.0% | 0.0% | 200 | -83 | -20.44% | Q3 2026 | Oct 01, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 320 | 24 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Reduced | 292 | 23 | 0.01% | 0.03% | 201 | -414 | -58.64% | Q3 2026 | Oct 30, 2026 |
| Essential Partners LLC | History | Reduced | 312 | 23 | 0.01% | 0.01% | 202 | -59 | -15.9% | Q3 2026 | Oct 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 292 | 22 | 0.0% | 0.0% | 203 | -15 | -4.89% | Q3 2026 | Oct 22, 2026 |
| Fortitude Family Office, LLC | History | Added to | 216 | 16 | 0.0% | — | 204 | +209 | 2985.71% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 217 | 15 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | New | 178 | 13 | 0.0% | — | 207 | +178 | New | Q3 2026 | Oct 21, 2026 |
| UMB Bank, n.a. | History | No change | 189 | 13 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 122 | 9 | 0.0% | 0.0% | 208 | -1 | -0.81% | Q3 2026 | Oct 22, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 105 | 8 | 0.0% | 0.0% | 209 | +16 | 17.98% | Q3 2026 | Oct 29, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 7 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 82 | 6 | 0.0% | 0.0% | 211 | -29 | -26.13% | Q3 2026 | Oct 05, 2026 |
| WHITTIER TRUST CO | History | No change | 91 | 6 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Optiver Holding B.V. | History | No change | 92 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Wealth Partners | History | New | 42 | 3 | 0.0% | — | 217 | +42 | New | Q3 2026 | Oct 16, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 48 | 3 | 0.0% | — | 215 | +35 | 269.23% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Added to | 52 | 3 | 0.0% | 0.0% | 216 | +14 | 36.84% | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GK Wealth Management LLC | History | New | 36 | 2 | 0.0% | — | 223 | +36 | New | Q3 2026 | Oct 09, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 30 | 2 | 0.0% | — | 222 | +27 | 900.0% | Q3 2026 | Oct 07, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 31 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smithfield Trust Co | History | No change | 32 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ascentis Wealth Management, LLC | History | New | 23 | 1 | 0.0% | — | 232 | +23 | New | Q3 2026 | Nov 03, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 20 | 1 | 0.0% | — | 233 | +20 | New | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | Added to | 21 | 1 | 0.0% | — | 228 | +14 | 200.0% | Q3 2026 | Nov 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 15 | 1 | 0.0% | — | 229 | +8 | 114.29% | Q3 2026 | Oct 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 16 | 1 | 0.0% | — | 224 | +6 | 60.0% | Q3 2026 | Oct 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 23 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Manchester Capital Management LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Ancora Advisors LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,880 | -100.0% | Q3 2026 | Oct 28, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,114 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Kathmere Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,800 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 5 | 0 | — | 0.0% | — | -280 | -98.25% | Q3 2026 | Oct 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Oct 07, 2026 |
| UMB Private Wealth Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 19, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 28, 2026 |
| Signature Equity Partners, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 29, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -5 | -71.43% | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 23, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 05, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 28, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Trust Co | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Quarry LP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Kilter Group LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Portfolio Services LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |