LendingClub Corp - LC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 15,284,869 | 317,008 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 10,062,332 | 208,692 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 8,248,984 | 171,083 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,912,518 | 101,885 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,682,187 | 98,763 | 0.02% | 0.02% | 5 | +395,075 | 6.28% | Q3 2026 | Nov 04, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 3,714,344 | 77,036 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Senvest Management, LLC | History | No change | 3,346,293 | 69,402 | 2.04% | 2.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,149,433 | 65,319 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,946,283 | 61,118 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 2,942,505 | 61,021 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 2,500,134 | 51,852 | 0.17% | 0.17% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 2,343,874 | 34,642 | 0.03% | 0.0% | 12 | +2,309,930 | 6805.12% | Q3 2026 | Oct 15, 2026 |
| Long Focus Capital Management, LLC | History | No change | 1,665,849 | 34,549 | 0.88% | 0.88% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 1,601,909 | 33,223 | 0.19% | 0.19% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 1,601,657 | 33,218 | 0.12% | 0.12% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,576,086 | 32,688 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,486,448 | 30,828 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,403,804 | 28,828 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,309,425 | 27,157 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,231,567 | 25,542 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 1,205,353 | 25,000 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 1,193,757 | 24,758 | 0.58% | 0.58% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | No change | 1,182,086 | 24,516 | 1.24% | 1.24% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,120,078 | 23,230 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,094,968 | 22,709 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | No change | 1,060,967 | 22,004 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,059,502 | 21,974 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 871,131 | 18,067 | 0.63% | 0.63% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 827,893 | 17,170 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 788,711 | 16,357 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 773,677 | 16,046 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 689,377 | 14,297 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cander Asset Management LP | History | No change | 660,851 | 13,706 | 2.54% | 2.54% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 650,090 | 13,482 | 0.16% | 0.16% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 639,251 | 13,258 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 635,985 | 13,190 | 0.34% | 0.34% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 631,349 | 13,094 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nicholas Investment Partners, LP | History | No change | 624,366 | 12,949 | 0.73% | 0.73% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 563,864 | 11,694 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 532,028 | 11,034 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 515,888 | 10,699 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 435,170 | 9,025 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 418,800 | 8,685 | 0.13% | 0.13% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 394,048 | 8,172 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCW GROUP INC | History | No change | 362,594 | 7,520 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MARSHALL WACE, LLP | History | No change | 336,241 | 6,973 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 326,376 | 6,769 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Edgestream Partners, L.P. | History | No change | 322,115 | 6,680 | 0.2% | 0.2% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ruffer LLP | History | No change | 298,095 | 6,175 | 0.22% | 0.22% | 49 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trexquant Investment LP | History | No change | 294,392 | 6,105 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 293,084 | 6,078 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 377,551 | 5,580 | 0.0% | 0.0% | 52 | +3,112 | 0.83% | Q3 2026 | Nov 05, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 252,205 | 5,230 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 240,508 | 4,988 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 232,479 | 4,756 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 225,360 | 4,673 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 225,020 | 4,666 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 214,204 | 4,442 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 289,370 | 4,276 | 0.07% | 0.12% | 59 | -12,182 | -4.04% | Q3 2026 | Nov 03, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 202,600 | 4,201 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 195,750 | 4,059 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 188,679 | 3,913 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 222,943 | 3,295 | 0.0% | 0.0% | 63 | +58,160 | 35.29% | Q3 2026 | Nov 02, 2026 |
| PEAK6 LLC | History | No change | 157,455 | 3,265 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 153,837 | 3,190 | 0.21% | 0.21% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 151,523 | 3,142 | 0.15% | 0.15% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 149,539 | 3,101 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 146,008 | 3,028 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 135,300 | 2,806 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 134,226 | 2,783 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 133,409 | 2,766 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Quantinno Capital Management LP | History | No change | 129,874 | 2,693 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 127,500 | 2,644 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 124,144 | 2,574 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 173,804 | 2,568 | 0.13% | 0.18% | 75 | +1,084 | 0.63% | Q3 2026 | Nov 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 123,733 | 2,566 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 119,277 | 2,473 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Voleon Capital Management LP | History | No change | 117,381 | 2,434 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 116,909 | 2,424 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 116,547 | 2,417 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 112,700 | 2,337 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 111,309 | 2,308 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 110,285 | 2,287 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 112,889 | 2,287 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 108,213 | 2,244 | 0.3% | 0.3% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 106,832 | 2,215 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 105,556 | 2,189 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 103,058 | 2,137 | 0.18% | 0.18% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | No change | 102,825 | 2,132 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 101,866 | 2,112 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Interval Partners, LP | History | No change | 97,858 | 2,029 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 127,000 | 1,877 | 0.0% | 0.0% | 92 | -76,000 | -37.44% | Q3 2026 | Nov 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 80,994 | 1,679 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 106,413 | 1,638 | 0.29% | 0.39% | 94 | +3,839 | 3.74% | Q3 2026 | Oct 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 112,248 | 1,607 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 75,882 | 1,573 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creek Drive Management Group LLC | History | No change | 75,250 | 1,560 | 0.76% | 0.76% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 70,445 | 1,461 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 68,706 | 1,424 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 67,839 | 1,406 | 0.09% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 66,752 | 1,384 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 66,730 | 1,383 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Round Rock Advisors LLC | History | No change | 65,554 | 1,359 | 0.18% | 0.18% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 59,193 | 1,227 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 57,814 | 1,199 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 78,279 | 1,156 | 0.37% | 0.54% | 106 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 77,972 | 1,152 | 0.26% | 0.36% | 107 | +1,232 | 1.61% | Q3 2026 | Nov 04, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 55,562 | 1,134 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | No change | 54,173 | 1,123 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 53,987 | 1,119 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 52,095 | 1,080 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 51,663 | 1,071 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | No change | 51,399 | 1,066 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 70,000 | 1,034 | 0.03% | 0.07% | 114 | -50,301 | -41.81% | Q3 2026 | Nov 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 69,900 | 1,033 | 0.0% | 0.0% | 115 | -320 | -0.46% | Q3 2026 | Nov 04, 2026 |
| Cambria Investment Management, L.P. | History | No change | 49,375 | 1,024 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 65,269 | 964 | 0.0% | — | 117 | +65,269 | New | Q3 2026 | Nov 05, 2026 |
| Entropy Technologies, LP | History | No change | 44,747 | 928 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 59,824 | 884 | 0.01% | — | 119 | +59,824 | New | Q3 2026 | Oct 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 40,576 | 841 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 36,487 | 756 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 35,283 | 731 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 34,524 | 716 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 33,811 | 701 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 32,068 | 664 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 30,782 | 638 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Reduced | 41,792 | 617 | 0.0% | 0.0% | 127 | -46,681 | -52.76% | Q3 2026 | Nov 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 29,352 | 608 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 28,000 | 580 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 27,713 | 574 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 27,591 | 572 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 26,820 | 556 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bridgewater Associates, LP | History | No change | 26,074 | 540 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 25,929 | 537 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 25,840 | 535 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 23,337 | 484 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 32,500 | 480 | 0.0% | 0.0% | 137 | +20,900 | 180.17% | Q3 2026 | Oct 28, 2026 |
| Arizona State Retirement System | History | Added to | 31,675 | 468 | 0.0% | 0.0% | 138 | +688 | 2.22% | Q3 2026 | Nov 03, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 21,632 | 448 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 21,405 | 443 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 20,784 | 431 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,302 | 421 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Requisite Capital Management, LLC | History | No change | 20,000 | 414 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EntryPoint Capital, LLC | History | No change | 18,248 | 378 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 18,014 | 373 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 17,234 | 357 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 24,038 | 355 | 0.0% | 0.0% | 147 | +2,724 | 12.78% | Q3 2026 | Oct 26, 2026 |
| Independent Advisor Alliance | History | No change | 16,650 | 345 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 15,800 | 327 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 15,677 | 325 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SP Asset Management LLC | History | No change | 21,819 | 322 | 0.02% | 0.04% | 151 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Sompo Asset Management Co., Ltd. | History | No change | 14,480 | 300 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,304 | 296 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cache Advisors, LLC | History | No change | 20,000 | 295 | 0.02% | 0.04% | 154 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Bleakley Financial Group, LLC | History | No change | 13,604 | 282 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 12,961 | 268 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 12,889 | 267 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STRS OHIO | History | Reduced | 17,900 | 264 | 0.0% | 0.0% | 158 | -14,800 | -45.26% | Q3 2026 | Oct 30, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 17,064 | 252 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,190 | 252 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 16,607 | 245 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 10,950 | 227 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 10,812 | 224 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 10,480 | 217 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,430 | 216 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,404 | 215 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 10,363 | 214 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 14,394 | 212 | 0.0% | 0.0% | 168 | -613 | -4.08% | Q3 2026 | Oct 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 13,888 | 205 | 0.0% | 0.0% | 169 | -793 | -5.4% | Q3 2026 | Nov 04, 2026 |
| Olympiad Research LP | History | New | 11,466 | 169 | 0.22% | — | 170 | +11,466 | New | Q3 2026 | Nov 04, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 8,096 | 167 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Reduced | 11,175 | 165 | 0.03% | 0.04% | 172 | -247 | -2.16% | Q3 2026 | Oct 19, 2026 |
| XPONANCE LLC | History | Reduced | 10,918 | 161 | 0.0% | 0.0% | 173 | -189 | -1.7% | Q3 2026 | Nov 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,570 | 156 | 0.0% | 0.0% | 174 | -2,136 | -16.81% | Q3 2026 | Nov 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 8,796 | 130 | 0.0% | 0.0% | 175 | +2,280 | 34.99% | Q3 2026 | Oct 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,365 | 111 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,212 | 108 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 5,187 | 107 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,157 | 86 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 5,204 | 76 | 0.0% | 0.0% | 180 | +628 | 13.72% | Q3 2026 | Oct 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,988 | 60 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 4,040 | 60 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| State of Wyoming | History | Reduced | 3,689 | 54 | 0.0% | 0.03% | 183 | -9,519 | -72.07% | Q3 2026 | Oct 28, 2026 |
| Versant Capital Management, Inc | History | No change | 3,502 | 51 | 0.0% | 0.01% | 184 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,200 | 47 | 0.0% | 0.0% | 185 | -19,200 | -85.71% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,807 | 41 | 0.0% | 0.0% | 186 | +743 | 36.0% | Q3 2026 | Oct 23, 2026 |
| Financial Avengers, Inc. | History | No change | 2,000 | 41 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 2,726 | 40 | 0.0% | 0.0% | 188 | +458 | 20.19% | Q3 2026 | Oct 27, 2026 |
| Nykredit A/S | History | No change | 1,956 | 40 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,591 | 38 | 0.0% | 0.0% | 190 | +728 | 39.08% | Q3 2026 | Oct 22, 2026 |
| Optiver Holding B.V. | History | No change | 1,613 | 33 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,102 | 31 | 0.0% | 0.0% | 192 | +210 | 11.1% | Q3 2026 | Oct 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,474 | 30 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GK Wealth Management LLC | History | New | 1,895 | 28 | 0.02% | — | 194 | +1,895 | New | Q3 2026 | Oct 09, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 1,875 | 27 | 0.0% | — | 195 | +1,875 | New | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | Added to | 1,559 | 23 | 0.0% | 0.0% | 197 | +405 | 35.1% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 1,132 | 23 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,552 | 22 | 0.0% | 0.0% | 198 | +23 | 1.5% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,091 | 22 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,057 | 21 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,282 | 18 | 0.0% | 0.0% | 201 | +80 | 6.66% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | Added to | 1,180 | 17 | 0.0% | 0.0% | 203 | +42 | 3.69% | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 825 | 17 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Added to | 1,091 | 16 | 0.0% | 0.0% | 204 | +203 | 22.86% | Q3 2026 | Nov 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 966 | 14 | 0.0% | 0.0% | 205 | +441 | 84.0% | Q3 2026 | Oct 22, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 586 | 12 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 554 | 11 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Private Wealth Management, LLC | History | New | 700 | 10 | 0.01% | — | 208 | +700 | New | Q3 2026 | Oct 19, 2026 |
| Triumph Capital Management | History | Added to | 670 | 9 | 0.0% | 0.0% | 209 | +300 | 81.08% | Q3 2026 | Oct 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 673 | 9 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 553 | 8 | 0.0% | 0.0% | 212 | +36 | 6.96% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 563 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 388 | 5 | 0.0% | — | 214 | +388 | New | Q3 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 285 | 5 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 236 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 221 | 4 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 205 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 215 | 3 | 0.0% | 0.0% | 221 | -28 | -11.52% | Q3 2026 | Nov 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 166 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BESSEMER GROUP INC | History | No change | 160 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 174 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Torren Management, LLC | History | No change | 209 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Root Financial Partners, LLC | History | New | 177 | 2 | 0.0% | — | 229 | +177 | New | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 194 | 2 | 0.0% | 0.0% | 226 | +42 | 27.63% | Q3 2026 | Nov 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 180 | 2 | 0.0% | 0.0% | 225 | +30 | 20.0% | Q3 2026 | Oct 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 177 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 108 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 158 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| TD Waterhouse Canada Inc. | History | New | 126 | 1 | 0.0% | — | 236 | +126 | New | Q3 2026 | Oct 16, 2026 |
| MATHER GROUP, LLC. | History | New | 81 | 1 | 0.0% | — | 235 | +81 | New | Q3 2026 | Oct 14, 2026 |
| Covestor Ltd | History | Reduced | 45 | 1 | 0.0% | 0.0% | 232 | -18 | -28.57% | Q3 2026 | Oct 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 96 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| True Wealth Design, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -60,193 | -100.0% | Q3 2026 | Oct 16, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.5% | — | -42,137 | -100.0% | Q3 2026 | Oct 19, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -31,700 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Oakmont Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.37% | — | -25,963 | -100.0% | Q3 2026 | Oct 21, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,795 | -100.0% | Q3 2026 | Oct 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.04% | — | -18,229 | -100.0% | Q3 2026 | Oct 16, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.0% | — | -17,627 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,896 | -100.0% | Q3 2026 | Nov 04, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -2,521 | -100.0% | Q3 2026 | Oct 26, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8 | 0 | — | 0.0% | — | -747 | -98.94% | Q3 2026 | Nov 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Ascentis Wealth Management, LLC | History | New | 59 | 0 | — | — | — | +59 | New | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | New | 34 | 0 | — | — | — | +34 | New | Q3 2026 | Oct 15, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 51 | 0 | — | 0.0% | — | -26 | -33.77% | Q3 2026 | Nov 05, 2026 |
| Essential Partners LLC | History | Added to | 49 | 0 | — | — | — | +17 | 53.13% | Q3 2026 | Oct 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Key FInancial Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Freestone Grove Partners LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 54 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Kilter Group LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |