LandBridge Co LLC - LB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | History | Added to | 7,082,845 | 561,244 | 1.43% | 1.35% | 1 | +25,617 | 0.36% | Q2 2026 | Aug 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 5,821,263 | 461,276 | 5.23% | 4.23% | 2 | +164,129 | 2.9% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 1,775,450 | 140,686 | 0.01% | 0.0% | 3 | +440,622 | 33.01% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 1,276,671 | 101,164 | 0.07% | — | 4 | +1,276,671 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,267,116 | 100,406 | 0.0% | 0.0% | 5 | +27,218 | 2.2% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 1,235,265 | 97,882 | 0.29% | 0.2% | 6 | +347,799 | 39.19% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Reduced | 731,836 | 57,990 | 0.0% | 0.01% | 7 | -743,991 | -50.41% | Q2 2026 | Aug 13, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 644,716 | 51,087 | 1.7% | 1.45% | 8 | +51,825 | 8.74% | Q2 2026 | Jul 27, 2026 |
| Hood River Capital Management LLC | History | Reduced | 592,619 | 46,959 | 0.34% | 0.43% | 9 | -28,456 | -4.58% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 573,587 | 45,451 | 0.01% | 0.01% | 10 | -59,582 | -9.41% | Q2 2026 | Aug 13, 2026 |
| DF DENT & CO INC | History | Added to | 567,536 | 44,971 | 0.85% | 0.66% | 11 | +69,729 | 14.01% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 518,850 | 41,113 | 0.03% | 0.03% | 12 | -26,627 | -4.88% | Q2 2026 | Aug 14, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | Reduced | 384,317 | 30,453 | 4.4% | 3.95% | 13 | -14,391 | -3.61% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 376,807 | 29,858 | 0.01% | 0.01% | 14 | +13,695 | 3.77% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 281,951 | 22,341 | 0.03% | 0.03% | 15 | +7,392 | 2.69% | Q2 2026 | Aug 13, 2026 |
| MAD RIVER INVESTORS | History | Added to | 267,953 | 21,232 | 7.92% | 6.62% | 16 | +1,568 | 0.59% | Q2 2026 | Aug 03, 2026 |
| Moors & Cabot, Inc. | History | Added to | 251,704 | 19,945 | 0.78% | 0.66% | 17 | +27,710 | 12.37% | Q2 2026 | Aug 10, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 234,860 | 18,610 | 2.0% | 2.12% | 18 | -13,680 | -5.5% | Q2 2026 | Aug 21, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 224,152 | 17,761 | 4.09% | 4.07% | 19 | -11,613 | -4.93% | Q2 2026 | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 222,604 | 17,639 | 0.0% | 0.0% | 20 | +34,349 | 18.25% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 211,305 | 16,743 | 0.01% | 0.0% | 21 | +192,440 | 1020.09% | Q2 2026 | Aug 14, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 210,805 | 16,704 | 2.24% | 2.02% | 22 | +1,850 | 0.89% | Q2 2026 | Aug 10, 2026 |
| Summit Street Capital Management, LLC | History | Reduced | 203,365 | 16,114 | 2.26% | 2.22% | 23 | -23,893 | -10.51% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 176,920 | 14,019 | 0.0% | 0.0% | 24 | -110,778 | -38.5% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 164,497 | 13,034 | 0.0% | 0.0% | 25 | -69,421 | -29.68% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 140,912 | 11,165 | 0.01% | 0.01% | 26 | -15,997 | -10.2% | Q2 2026 | Aug 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 128,490 | 10,181 | 0.13% | 0.1% | 27 | +27,540 | 27.28% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 120,860 | 9,576 | 0.0% | 0.0% | 28 | -147,873 | -55.03% | Q2 2026 | Sep 02, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 118,494 | 9,389 | 0.01% | 0.04% | 29 | -443,568 | -78.92% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 108,741 | 8,616 | 0.0% | 0.0% | 30 | +21,735 | 24.98% | Q2 2026 | Aug 07, 2026 |
| SPROTT INC. | History | Added to | 100,059 | 7,928 | 0.25% | 0.2% | 31 | +1,455 | 1.48% | Q2 2026 | Jul 28, 2026 |
| Ghisallo Capital Management LLC | History | No change | 100,000 | 7,924 | 0.16% | 0.19% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 100,000 | 7,924 | 0.32% | 0.46% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 95,243 | 7,547 | 0.13% | 0.11% | 34 | +1,746 | 1.87% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 91,909 | 7,282 | 0.08% | 0.08% | 35 | +1,038 | 1.14% | Q2 2026 | Aug 12, 2026 |
| Daiwa Securities Group Inc. | History | New | 85,738 | 6,793 | 0.01% | — | 36 | +85,738 | New | Q2 2026 | Jul 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 83,955 | 6,652 | 0.01% | 0.01% | 37 | +43,563 | 107.85% | Q2 2026 | Aug 14, 2026 |
| one8zero8, LLC | History | Added to | 83,668 | 6,629 | 1.31% | 1.19% | 38 | +6,015 | 7.75% | Q2 2026 | Aug 10, 2026 |
| MSRH, LLC | History | No change | 93,756 | 6,473 | 5.73% | 5.73% | 39 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 78,767 | 6,241 | 0.0% | 0.0% | 40 | +53,794 | 215.41% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 75,633 | 5,993 | 0.0% | 0.0% | 41 | -2,170 | -2.79% | Q2 2026 | Aug 14, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Added to | 68,930 | 5,462 | 2.62% | 2.4% | 42 | +1,692 | 2.52% | Q2 2026 | Aug 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 67,360 | 5,337 | 0.0% | 0.01% | 43 | -67,360 | -50.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 58,629 | 4,645 | 0.0% | 0.0% | 44 | +27,772 | 90.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 58,491 | 4,634 | 0.0% | 0.0% | 45 | +3,310 | 6.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 58,077 | 4,601 | 0.01% | 0.0% | 46 | +30,476 | 110.42% | Q2 2026 | Jul 29, 2026 |
| VIKING FUND MANAGEMENT LLC | History | No change | 56,000 | 4,437 | 0.4% | 0.4% | 47 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Swiss National Bank | History | Added to | 55,900 | 4,429 | 0.0% | 0.0% | 48 | +900 | 1.64% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Added to | 52,313 | 4,085 | 0.0% | 0.0% | 49 | +34,585 | 195.09% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 51,416 | 4,074 | 0.0% | 0.0% | 50 | -13,517 | -20.82% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 51,066 | 4,046 | 0.0% | 0.0% | 51 | +20,538 | 67.28% | Q2 2026 | Sep 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 56,931 | 3,976 | 0.0% | — | 52 | +56,926 | 1138520.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 49,995 | 3,961 | 0.05% | 0.01% | 53 | +45,549 | 1024.49% | Q2 2026 | Aug 14, 2026 |
| Cinctive Capital Management LP | History | Added to | 49,826 | 3,948 | 0.15% | 0.03% | 54 | +43,525 | 690.76% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 46,097 | 3,652 | 0.15% | 0.22% | 55 | -19,635 | -29.87% | Q2 2026 | Jul 27, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 45,342 | 3,592 | 0.0% | — | 56 | +45,342 | New | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 42,934 | 3,402 | 0.0% | — | 57 | +42,934 | New | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | Added to | 38,554 | 3,055 | 0.0% | 0.0% | 58 | +35,530 | 1174.93% | Q2 2026 | Aug 03, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 38,420 | 3,044 | 3.32% | 2.7% | 59 | +390 | 1.03% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 35,051 | 2,777 | 0.02% | 0.02% | 60 | -388 | -1.09% | Q2 2026 | Aug 06, 2026 |
| Annex Advisory Services, LLC | History | Added to | 33,466 | 2,651 | 0.05% | 0.04% | 61 | +3,556 | 11.89% | Q2 2026 | Jul 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 32,008 | 2,536 | 0.01% | 0.01% | 62 | +9,776 | 43.97% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 31,575 | 2,502 | 0.0% | 0.0% | 63 | +7,795 | 32.78% | Q2 2026 | Aug 24, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 28,882 | 2,288 | 0.48% | 0.49% | 64 | -1,497 | -4.93% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | Added to | 27,277 | 2,161 | 0.01% | 0.01% | 65 | +488 | 1.82% | Q2 2026 | Aug 14, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | New | 26,000 | 2,060 | 0.04% | — | 66 | +26,000 | New | Q2 2026 | Jul 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 22,953 | 1,818 | 0.0% | 0.0% | 67 | +2,680 | 13.22% | Q2 2026 | Aug 13, 2026 |
| PKS Advisory Services, LLC | History | New | 21,765 | 1,724 | 0.28% | — | 68 | +21,765 | New | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 21,733 | 1,722 | 0.0% | 0.0% | 69 | -4,262 | -16.4% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 20,702 | 1,640 | 0.0% | 0.0% | 70 | +770 | 3.86% | Q2 2026 | Aug 05, 2026 |
| Independent Advisor Alliance | History | Added to | 19,123 | 1,515 | 0.04% | 0.01% | 71 | +337 | 1.79% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 19,001 | 1,505 | 0.0% | 0.0% | 72 | -25,984 | -57.76% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 18,912 | 1,498 | 0.07% | 0.08% | 73 | -1,431 | -7.03% | Q2 2026 | Aug 10, 2026 |
| IMC-Chicago, LLC | History | Reduced | 18,800 | 1,489 | 0.0% | 0.0% | 74 | -1,713 | -8.35% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 18,395 | 1,457 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SANTA MONICA PARTNERS LP | History | No change | 18,000 | 1,426 | 0.77% | 0.69% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 17,597 | 1,394 | 0.0% | 0.0% | 77 | +890 | 5.33% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 17,401 | 1,378 | 0.0% | 0.0% | 78 | -5,491 | -23.99% | Q2 2026 | Aug 14, 2026 |
| Cannell & Spears LLC | History | No change | 17,340 | 1,374 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,637 | 1,318 | 0.0% | 0.0% | 80 | +1,757 | 11.81% | Q2 2026 | Aug 14, 2026 |
| PECAUT & CO. | History | Added to | 15,894 | 1,259 | 0.38% | 0.36% | 81 | +1 | 0.01% | Q2 2026 | Aug 03, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 15,570 | 1,233 | 0.0% | — | 82 | +15,570 | New | Q2 2026 | Aug 04, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 14,971 | 1,186 | 0.38% | 0.38% | 83 | -182 | -1.2% | Q2 2026 | Jul 23, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 14,602 | 1,157 | 0.07% | 0.13% | 84 | -15,340 | -51.23% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 14,544 | 1,152 | 0.0% | 0.0% | 85 | +4,026 | 38.28% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 14,241 | 1,128 | 0.01% | — | 86 | +14,241 | New | Q2 2026 | Aug 18, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 14,210 | 1,126 | 0.13% | — | 87 | +14,210 | New | Q2 2026 | Jul 20, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 13,117 | 1,039 | 0.0% | 0.0% | 88 | +7,116 | 118.58% | Q2 2026 | Aug 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 12,850 | 1,018 | 0.09% | 0.09% | 89 | +150 | 1.18% | Q2 2026 | Jul 30, 2026 |
| Adalta Capital Management LLC | History | Added to | 12,735 | 1,009 | 0.44% | 0.37% | 90 | +1,450 | 12.85% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 12,659 | 1,003 | 0.05% | — | 91 | +12,659 | New | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,658 | 1,002 | 0.01% | 0.02% | 92 | -2,238 | -15.02% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,536 | 993 | 0.0% | 0.0% | 93 | -2,103 | -14.37% | Q2 2026 | Aug 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,325 | 990 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Renaissance Capital LLC | History | Added to | 12,411 | 983 | 0.54% | 0.57% | 95 | +922 | 8.03% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 12,279 | 972 | 0.0% | 0.0% | 96 | -297 | -2.36% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,237 | 969 | 0.0% | 0.01% | 97 | -3,995 | -24.61% | Q2 2026 | Jul 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 11,389 | 902 | 0.0% | 0.0% | 98 | +10,389 | 1038.9% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 11,040 | 874 | 0.01% | 0.01% | 99 | -3,361 | -23.34% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 10,925 | 867 | 0.0% | — | 100 | +10,925 | New | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 10,528 | 834 | 0.01% | 0.01% | 101 | -2,076 | -16.47% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 9,768 | 774 | 0.0% | 0.0% | 102 | -3,528 | -26.53% | Q2 2026 | Aug 13, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 9,712 | 769 | 0.22% | 0.07% | 103 | +6,040 | 164.49% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | New | 9,124 | 722 | 0.01% | — | 104 | +9,124 | New | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 8,914 | 706 | 0.0% | 0.0% | 105 | +931 | 11.66% | Q2 2026 | Aug 13, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 8,700 | 689 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 8,440 | 668 | 0.0% | 0.0% | 107 | +16 | 0.19% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Reduced | 8,397 | 665 | 0.0% | 0.0% | 108 | -293 | -3.37% | Q2 2026 | Aug 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 8,147 | 645 | 0.01% | 0.01% | 109 | +77 | 0.95% | Q2 2026 | Aug 03, 2026 |
| Lido Advisors, LLC | History | Reduced | 8,010 | 634 | 0.0% | 0.0% | 110 | -702 | -8.06% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,846 | 621 | 0.0% | 0.0% | 111 | -229 | -2.84% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 7,710 | 610 | 0.0% | 0.0% | 112 | -595 | -7.16% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 7,681 | 608 | 0.0% | 0.0% | 113 | +12 | 0.16% | Q2 2026 | Aug 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 7,333 | 581 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 7,325 | 580 | 0.1% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 7,079 | 560 | 0.0% | — | 116 | +7,079 | New | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,930 | 549 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 6,517 | 516 | 0.01% | — | 118 | +6,517 | New | Q2 2026 | Aug 14, 2026 |
| NCM Capital Management, LLC | History | Reduced | 6,150 | 487 | 0.15% | 0.16% | 119 | -200 | -3.15% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 6,111 | 484 | 0.0% | 0.0% | 120 | +2,735 | 81.01% | Q2 2026 | Aug 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,100 | 483 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 6,047 | 479 | 0.0% | 0.0% | 122 | -2,391 | -28.34% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 6,021 | 477 | 0.0% | 0.0% | 123 | +322 | 5.65% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 5,929 | 469 | 0.0% | 0.0% | 124 | +842 | 16.55% | Q2 2026 | Aug 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 5,819 | 461 | 0.11% | 0.11% | 125 | +80 | 1.39% | Q2 2026 | Jul 15, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 5,691 | 450 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,661 | 448 | 0.0% | 0.0% | 127 | +93 | 1.67% | Q2 2026 | Jul 27, 2026 |
| Massar Capital Management, LP | History | Reduced | 5,623 | 445 | 0.04% | 0.17% | 129 | -17,539 | -75.72% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 5,617 | 445 | 0.04% | 0.04% | 128 | -57 | -1.0% | Q2 2026 | Jul 16, 2026 |
| Invesco Ltd. | History | Added to | 5,566 | 441 | 0.0% | 0.0% | 130 | +30 | 0.54% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,503 | 436 | 0.0% | 0.0% | 131 | +6 | 0.11% | Q2 2026 | Aug 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 5,285 | 418 | 0.01% | — | 132 | +5,285 | New | Q2 2026 | Aug 14, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 5,207 | 412 | 0.11% | 0.09% | 133 | -280 | -5.1% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,124 | 406 | 0.0% | 0.0% | 134 | +3,387 | 194.99% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 5,020 | 397 | 0.0% | 0.0% | 135 | -20,245 | -80.13% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,621 | 392 | 0.02% | 0.02% | 136 | +400 | 7.66% | Q2 2026 | Jul 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 4,534 | 359 | 0.0% | 0.0% | 137 | +507 | 12.59% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 4,363 | 345 | 0.0% | — | 138 | +4,363 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,349 | 344 | 0.0% | 0.0% | 139 | +168 | 4.02% | Q2 2026 | Aug 06, 2026 |
| Headlands Technologies LLC | History | Reduced | 4,303 | 340 | 0.04% | 0.09% | 140 | -6,823 | -61.32% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 3,964 | 314 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,956 | 313 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Composition Wealth, LLC | History | New | 3,753 | 297 | 0.0% | — | 144 | +3,753 | New | Q2 2026 | Jul 22, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 3,722 | 297 | 0.1% | — | 143 | +3,722 | New | Q2 2026 | Aug 13, 2026 |
| Voleon Capital Management LP | History | New | 3,733 | 295 | 0.01% | — | 146 | +3,733 | New | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | Reduced | 3,733 | 295 | 0.0% | 0.0% | 145 | -61 | -1.61% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,640 | 288 | 0.01% | 0.01% | 147 | +160 | 4.6% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,566 | 282 | 0.0% | 0.0% | 148 | +262 | 7.93% | Q2 2026 | Aug 19, 2026 |
| Corecam Pte. Ltd. | History | New | 3,520 | 278 | 0.11% | — | 149 | +3,520 | New | Q2 2026 | Jul 14, 2026 |
| State of Wyoming | History | Reduced | 3,398 | 269 | 0.03% | 0.03% | 150 | -439 | -11.44% | Q2 2026 | Aug 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,360 | 266 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 3,206 | 254 | 0.0% | — | 152 | +3,206 | New | Q2 2026 | Jul 09, 2026 |
| Quent Capital, LLC | History | No change | 3,590 | 250 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lionsbridge Wealth Management LLC | History | New | 3,028 | 239 | 0.23% | — | 154 | +3,028 | New | Q2 2026 | Aug 05, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 3,000 | 237 | 0.01% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 2,767 | 219 | 0.0% | — | 156 | +2,767 | New | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 2,749 | 217 | 0.0% | — | 157 | +2,749 | New | Q2 2026 | Sep 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,669 | 211 | 0.01% | 0.01% | 158 | +202 | 8.19% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,605 | 169 | 0.0% | 0.0% | 159 | +563 | 27.57% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,710 | 135 | 0.0% | 0.0% | 160 | -8 | -0.47% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,575 | 124 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,485 | 117 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,393 | 110 | 0.0% | 0.0% | 163 | -408 | -22.65% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,317 | 104 | 0.0% | 0.0% | 164 | -81 | -5.79% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,275 | 101 | 0.01% | 0.01% | 165 | -5 | -0.39% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,188 | 85 | 0.01% | 0.0% | 166 | +1,160 | 4142.86% | Q2 2026 | Jul 22, 2026 |
| Quantbot Technologies LP | History | New | 991 | 78 | 0.0% | — | 167 | +991 | New | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 788 | 62 | 0.01% | 0.03% | 168 | -1,194 | -60.24% | Q2 2026 | Aug 04, 2026 |
| Fairway Wealth LLC | History | No change | 777 | 61 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF VERMONT | History | New | 708 | 56 | 0.0% | — | 170 | +708 | New | Q2 2026 | Aug 07, 2026 |
| Markowski Investments | History | New | 678 | 53 | 0.01% | — | 171 | +678 | New | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 628 | 50 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Reduced | 563 | 44 | 0.0% | 0.0% | 173 | -301 | -34.84% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 550 | 37 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 406 | 32 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 380 | 30 | 0.02% | 0.0% | 176 | +350 | 1166.67% | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 331 | 26 | 0.0% | 0.0% | 177 | -162 | -32.86% | Q2 2026 | Jul 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 294 | 23 | 0.0% | 0.0% | 180 | -224 | -43.24% | Q2 2026 | Jul 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 300 | 23 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Founders Capital Management | History | No change | 300 | 23 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 271 | 21 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 250 | 19 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caldwell Trust Co | History | New | 150 | 11 | 0.0% | — | 183 | +150 | New | Q2 2026 | Aug 03, 2026 |
| WEST PACES ADVISORS INC. | History | New | 120 | 9 | 0.0% | — | 184 | +120 | New | Q2 2026 | Jul 17, 2026 |
| Avion Wealth | History | New | 100 | 7 | 0.0% | — | 186 | +100 | New | Q2 2026 | Jul 31, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 100 | 7 | 0.0% | — | 187 | +100 | New | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | Reduced | 100 | 7 | 0.0% | 0.0% | 185 | -2 | -1.96% | Q2 2026 | Jul 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 71 | 5 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Reduced | 15 | 1 | 0.0% | 0.0% | 191 | -144 | -90.57% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Added to | 25 | 1 | 0.0% | — | 194 | +22 | 733.33% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 15 | 1 | 0.0% | 0.0% | 192 | -8 | -34.78% | Q2 2026 | Jul 22, 2026 |
| Bare Financial Services, Inc | History | Reduced | 22 | 1 | 0.0% | 0.0% | 193 | -4 | -15.38% | Q2 2026 | Jul 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 18 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -102,085 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -59,785 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aventail Capital Group, LP | History | Closed out | 0 | 0 | — | 0.14% | — | -41,208 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,478 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -27,924 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -27,260 | -100.0% | Q2 2026 | Jul 09, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -19,603 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,268 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,050 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,672 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,620 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,439 | -100.0% | Q2 2026 | Jul 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,178 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,014 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Arrow Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -3,613 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,031 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,954 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Chung Wu Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,900 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Ascentis Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,340 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -6 | -85.71% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |