Lucid Group, Inc. - LCID
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLIC INVESTMENT FUND | History | No change | 177,088,867 | 1,184,724 | 3.13% | 3.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uber Technologies, Inc | History | No change | 37,753,583 | 252,571 | 5.61% | 5.61% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,038,847 | 93,919 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 13,675,131 | 91,486 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 12,174,275 | 81,445 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 8,018,928 | 53,646 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,973,235 | 53,340 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,147,741 | 47,818 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 10,892,800 | 44,333 | 0.3% | 0.63% | 9 | +98,400 | 0.91% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,309,250 | 35,518 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 5,254,118 | 35,150 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 4,336,269 | 29,016 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,240,305 | 21,677 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 4,657,635 | 18,956 | 0.01% | 0.01% | 14 | +1,572,058 | 50.95% | Q3 2026 | Nov 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,798,001 | 18,019 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 2,466,217 | 16,498 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caption Management, LLC | History | No change | 2,191,600 | 14,661 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,621,328 | 10,846 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 1,550,163 | 10,370 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,491,186 | 9,976 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 1,453,619 | 9,724 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,365,269 | 9,133 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J. Goldman & Co LP | History | No change | 1,350,000 | 9,031 | 0.23% | 0.23% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,342,594 | 8,981 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,271,877 | 8,508 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shaolin Capital Management LLC | History | No change | 1,250,000 | 8,362 | 0.4% | 0.4% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 1,174,655 | 7,858 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 870,692 | 7,854 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,073,915 | 7,184 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,039,131 | 6,951 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,029,500 | 6,887 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 861,029 | 5,760 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 800,000 | 5,352 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 770,000 | 5,151 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portman Square Capital LLP | History | Added to | 1,265,352 | 5,149 | 0.29% | 0.36% | 35 | +114,998 | 10.0% | Q3 2026 | Oct 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 765,829 | 5,123 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 762,165 | 5,009 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 693,302 | 4,638 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 627,900 | 4,200 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 1,011,800 | 4,118 | 0.01% | 0.02% | 40 | -283,000 | -21.86% | Q3 2026 | Oct 29, 2026 |
| Walleye Trading LLC | History | No change | 612,618 | 4,098 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 599,735 | 4,012 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 557,818 | 3,731 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | History | No change | 470,000 | 3,144 | 0.34% | 0.34% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 459,058 | 3,071 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 448,002 | 2,997 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sculptor Capital LP | History | No change | 446,300 | 2,985 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 378,764 | 2,533 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skaana Management L.P. | History | No change | 367,900 | 2,461 | 0.53% | 0.53% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 362,550 | 2,425 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 349,100 | 2,335 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 565,434 | 2,301 | 0.01% | 0.01% | 52 | +49,380 | 9.57% | Q3 2026 | Nov 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 343,423 | 2,297 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Advisors LLC | History | Added to | 525,000 | 2,136 | 0.01% | 0.01% | 54 | +150,000 | 40.0% | Q3 2026 | Nov 02, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 301,000 | 2,013 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COATUE MANAGEMENT LLC | History | No change | 295,393 | 1,976 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 454,761 | 1,850 | 0.0% | 0.0% | 57 | -12,388 | -2.65% | Q3 2026 | Nov 05, 2026 |
| Verition Fund Management LLC | History | No change | 255,800 | 1,711 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 224,540 | 1,502 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOMURA HOLDINGS INC | History | No change | 219,316 | 1,467 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 215,762 | 1,443 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 214,909 | 1,437 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TORONTO DOMINION BANK | History | No change | 207,888 | 1,390 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 144,889 | 1,380 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 205,470 | 1,374 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 204,423 | 1,367 | 0.15% | 0.15% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 326,314 | 1,328 | 0.0% | 0.0% | 67 | -5,053 | -1.52% | Q3 2026 | Nov 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 197,038 | 1,319 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | No change | 188,050 | 1,224 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 165,988 | 1,110 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 162,521 | 1,087 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 162,364 | 1,086 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 157,179 | 1,051 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 250,000 | 1,017 | 0.01% | 0.02% | 74 | -115,600 | -31.62% | Q3 2026 | Nov 05, 2026 |
| SIG BROKERAGE, LP | History | No change | 150,000 | 1,003 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 148,800 | 995 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 146,602 | 980 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 145,552 | 973 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALPS ADVISORS INC | History | Reduced | 236,038 | 960 | 0.0% | 0.01% | 79 | -24,695 | -9.47% | Q3 2026 | Nov 02, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 141,842 | 948 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 138,043 | 924 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 120,010 | 833 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 115,357 | 771 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 112,380 | 751 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 103,779 | 694 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 100,000 | 669 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 100,000 | 669 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 96,921 | 648 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 95,187 | 636 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 91,875 | 614 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bridgefront Capital, LLC | History | No change | 88,008 | 588 | 0.15% | 0.15% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 80,958 | 541 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 77,232 | 516 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MetLife Investment Management, LLC | History | No change | 76,270 | 510 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 75,696 | 506 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 73,729 | 493 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 73,486 | 491 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 68,839 | 462 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 68,789 | 460 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 67,686 | 451 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 65,026 | 435 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 64,349 | 430 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 60,843 | 407 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 60,639 | 405 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | No change | 60,000 | 401 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 96,674 | 393 | 0.0% | 0.0% | 106 | +54,630 | 129.94% | Q3 2026 | Oct 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 57,476 | 386 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 55,716 | 372 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLSTATE CORP | History | No change | 53,416 | 357 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 53,377 | 357 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 84,564 | 344 | 0.0% | 0.0% | 111 | +44,930 | 113.36% | Q3 2026 | Oct 28, 2026 |
| Militia Capital Management LLC | History | No change | 50,000 | 334 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 48,537 | 324 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 44,780 | 299 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 43,956 | 294 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 43,992 | 294 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 43,789 | 292 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 42,042 | 281 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 39,595 | 264 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 39,029 | 261 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Trail Advisors, LLC | History | No change | 38,986 | 260 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 35,520 | 237 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 35,498 | 237 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 34,665 | 231 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK INVESTMENTS L P | History | No change | 33,070 | 221 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 33,138 | 221 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 32,812 | 219 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 32,446 | 217 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 32,099 | 214 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frec Markets, Inc. | History | No change | 30,427 | 203 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 49,464 | 201 | 0.0% | 0.0% | 132 | +1,467 | 3.06% | Q3 2026 | Nov 03, 2026 |
| Krane Funds Advisors LLC | History | No change | 30,081 | 201 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 29,400 | 196 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 28,152 | 188 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Freestone Grove Partners LP | History | No change | 27,332 | 182 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 26,919 | 180 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 26,361 | 176 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 793 | 171 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 25,341 | 169 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Context Capital Management, LLC | History | Reduced | 41,180 | 167 | 0.0% | 0.08% | 140 | -555,914 | -93.1% | Q3 2026 | Nov 04, 2026 |
| HighTower Advisors, LLC | History | No change | 25,031 | 167 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtu Financial LLC | History | No change | 24,762 | 166 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 23,948 | 160 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caprock Group, LLC | History | No change | 23,776 | 159 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 23,470 | 157 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 23,549 | 157 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | No change | 23,007 | 153 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 22,775 | 152 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 22,620 | 151 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 37,000 | 150 | 0.01% | 0.02% | 150 | +3,999 | 12.12% | Q3 2026 | Nov 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 37,602 | 143 | 0.0% | 0.0% | 152 | -13,042 | -25.75% | Q3 2026 | Oct 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 21,437 | 143 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blueshift Asset Management, LLC | History | No change | 20,611 | 137 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 20,412 | 136 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 20,371 | 136 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 19,943 | 133 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bull Harbor Capital LLC | History | No change | 19,677 | 131 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | Added to | 32,034 | 130 | 0.0% | 0.0% | 158 | +10,712 | 50.24% | Q3 2026 | Nov 05, 2026 |
| Merit Financial Group, LLC | History | No change | 19,444 | 130 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 19,269 | 128 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 19,262 | 128 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 18,442 | 123 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 18,137 | 121 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,768 | 118 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 16,912 | 113 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 27,478 | 111 | 0.0% | 0.0% | 167 | +10,342 | 60.35% | Q3 2026 | Oct 23, 2026 |
| Focus Partners Wealth | History | No change | 21,598 | 111 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 15,956 | 106 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 25,598 | 104 | 0.0% | 0.0% | 169 | +2,233 | 9.56% | Q3 2026 | Oct 21, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 25,500 | 103 | 0.0% | 0.0% | 170 | +500 | 2.0% | Q3 2026 | Oct 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 14,977 | 100 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 14,418 | 96 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ethic Inc. | History | Added to | 22,746 | 92 | 0.0% | 0.0% | 173 | +11,431 | 101.03% | Q3 2026 | Nov 03, 2026 |
| Forum Financial Management, LP | History | Added to | 22,380 | 91 | 0.0% | 0.0% | 174 | +75 | 0.34% | Q3 2026 | Oct 16, 2026 |
| Sivia Capital Partners, LLC | History | No change | 13,651 | 91 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pictet Asset Management Holding SA | History | No change | 22,325 | 90 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| O'Connor Alternative Investments LLC | History | No change | 12,700 | 89 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,482 | 87 | 0.0% | 0.0% | 178 | -12,613 | -36.99% | Q3 2026 | Nov 02, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 19,320 | 78 | 0.01% | 0.03% | 179 | -6,000 | -23.7% | Q3 2026 | Nov 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11,600 | 77 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 11,400 | 76 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Added to | 18,509 | 75 | 0.0% | 0.0% | 182 | +1,786 | 10.68% | Q3 2026 | Oct 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,183 | 74 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | New | 17,702 | 72 | 0.0% | — | 186 | +17,702 | New | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Reduced | 17,858 | 72 | 0.0% | 0.0% | 184 | -8,224 | -31.53% | Q3 2026 | Nov 02, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 17,775 | 72 | 0.0% | 0.01% | 185 | +475 | 2.75% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,255 | 70 | 0.0% | 0.0% | 187 | -24,186 | -58.36% | Q3 2026 | Nov 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 17,023 | 69 | 0.0% | — | 188 | +17,023 | New | Q3 2026 | Nov 02, 2026 |
| Sagewood Asset Management LP | History | No change | 10,022 | 67 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 9,999 | 66 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PEAK6 LLC | History | No change | 10,006 | 66 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANCE WEALTH, LLC | History | No change | 10,000 | 66 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 13,384 | 54 | 0.0% | 0.0% | 194 | +968 | 7.8% | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,081 | 54 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Asset Management Inc | History | Reduced | 13,158 | 53 | 0.0% | 0.0% | 195 | -124 | -0.93% | Q3 2026 | Nov 05, 2026 |
| Belvedere Trading LLC | History | Reduced | 50,504 | 51 | 0.0% | 0.0% | 196 | -5,296 | -9.49% | Q3 2026 | Nov 05, 2026 |
| Quarry LP | History | No change | 7,330 | 49 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 11,801 | 48 | 0.0% | — | 199 | +11,801 | New | Q3 2026 | Oct 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 11,900 | 48 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,054 | 47 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 11,528 | 46 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Nykredit A/S | History | No change | 6,964 | 46 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 11,243 | 45 | 0.0% | 0.0% | 203 | -17,690 | -61.14% | Q3 2026 | Oct 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 6,662 | 44 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 10,135 | 41 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Leonteq Securities AG | History | Reduced | 9,958 | 40 | 0.0% | 0.03% | 206 | -101,992 | -91.1% | Q3 2026 | Oct 29, 2026 |
| CMG Global Holdings, LLC | History | New | 10,000 | 40 | 0.02% | — | 207 | +10,000 | New | Q3 2026 | Oct 14, 2026 |
| Physician Wealth Solutions Inc. | History | New | 10,000 | 40 | 0.02% | — | 208 | +10,000 | New | Q3 2026 | Oct 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,003 | 35 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 7,051 | 28 | 0.0% | — | 210 | +7,051 | New | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 4,010 | 26 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,989 | 24 | 0.0% | 0.0% | 212 | +41 | 0.69% | Q3 2026 | Nov 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,341 | 22 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 4,863 | 19 | 0.0% | 0.0% | 214 | +4,415 | 985.49% | Q3 2026 | Oct 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,912 | 19 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,136 | 16 | 0.0% | 0.0% | 216 | -1,378 | -24.99% | Q3 2026 | Nov 04, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 3,735 | 15 | 0.0% | 0.0% | 217 | +1,872 | 100.48% | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,184 | 14 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 2,039 | 13 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 1,931 | 12 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,806 | 11 | 0.0% | 0.0% | 221 | -1,383 | -33.02% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,535 | 10 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,438 | 9 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 2,109 | 8 | 0.0% | 0.0% | 225 | -6,583 | -75.74% | Q3 2026 | Nov 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,301 | 8 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,860 | 7 | 0.0% | 0.0% | 228 | -51 | -2.67% | Q3 2026 | Oct 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,960 | 7 | 0.0% | 0.0% | 226 | -38 | -1.9% | Q3 2026 | Nov 05, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 1,085 | 7 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BFC Planning, Inc. | History | No change | 1,101 | 7 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,660 | 6 | 0.0% | 0.0% | 230 | -2,121 | -56.1% | Q3 2026 | Oct 16, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,558 | 6 | 0.0% | 0.0% | 231 | -386 | -19.86% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,022 | 6 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 900 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 806 | 5 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 833 | 5 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,300 | 5 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 888 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Markowski Investments | History | No change | 1,326 | 5 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,013 | 4 | 0.0% | 0.0% | 242 | -27,052 | -96.39% | Q3 2026 | Nov 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 706 | 4 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 607 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clean Yield Group | History | No change | 1,160 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CX Institutional | History | Reduced | 801 | 3 | 0.0% | 0.0% | 245 | -12,406 | -93.94% | Q3 2026 | Oct 02, 2026 |
| Essential Partners LLC | History | Added to | 877 | 3 | 0.0% | 0.0% | 250 | +342 | 63.93% | Q3 2026 | Oct 14, 2026 |
| Covestor Ltd | History | Reduced | 690 | 3 | 0.0% | 0.0% | 248 | -26 | -3.63% | Q3 2026 | Oct 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 549 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 504 | 3 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 465 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | No change | 900 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CDKV HOLDINGS LLC | History | No change | 815 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 641 | 2 | 0.0% | 0.0% | 253 | -464 | -41.99% | Q3 2026 | Nov 03, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 585 | 2 | 0.0% | — | 254 | +457 | 357.03% | Q3 2026 | Oct 19, 2026 |
| Blume Capital Management, Inc. | History | Added to | 520 | 2 | 0.0% | 0.0% | 252 | +260 | 100.0% | Q3 2026 | Oct 23, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 500 | 2 | 0.0% | 0.0% | 256 | -75 | -13.04% | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 530 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 627 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Versant Capital Management, Inc | History | Reduced | 288 | 1 | 0.0% | 0.0% | 266 | -998 | -77.6% | Q3 2026 | Oct 01, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 466 | 1 | 0.0% | 0.0% | 268 | -886 | -65.53% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 377 | 1 | 0.0% | — | 271 | +377 | New | Q3 2026 | Oct 21, 2026 |
| Ascentis Independent Advisors | History | New | 372 | 1 | 0.0% | — | 270 | +372 | New | Q3 2026 | Nov 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 300 | 1 | 0.0% | 0.0% | 269 | -71 | -19.14% | Q3 2026 | Oct 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 351 | 1 | 0.0% | 0.0% | 262 | -17 | -4.62% | Q3 2026 | Oct 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 326 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BNP PARIBAS | History | No change | 150 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 165 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 275 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FEDERATED HERMES, INC. | History | No change | 171 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heritage Wealth Advisors | History | No change | 150 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | No change | 238 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crewe Advisors LLC | History | No change | 231 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kozak & Associates, Inc. | History | No change | 567 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -543,424 | -100.0% | Q3 2026 | Oct 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -289,862 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -207,604 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -73,545 | -100.0% | Q3 2026 | Oct 09, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -67,194 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,470 | -100.0% | Q3 2026 | Oct 23, 2026 |
| PIAR LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -21,486 | -100.0% | Q3 2026 | Oct 21, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,425 | -100.0% | Q3 2026 | Oct 27, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,400 | -100.0% | Q3 2026 | Nov 02, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,778 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,054 | -100.0% | Q3 2026 | Oct 26, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,716 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Allen Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,305 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,798 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Kaufman Rossin Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,788 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,549 | -100.0% | Q3 2026 | Oct 29, 2026 |
| KBC Group NV | History | Closed out | 0 | 0 | — | 0.0% | — | -4,584 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,774 | -100.0% | Q3 2026 | Oct 29, 2026 |
| VIMA LLC | History | Reduced | 206 | 0 | — | 0.0% | — | -600 | -74.44% | Q3 2026 | Oct 23, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q3 2026 | Nov 05, 2026 |
| TSFG, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -350 | -94.59% | Q3 2026 | Oct 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 209 | 0 | — | 0.0% | — | -312 | -59.88% | Q3 2026 | Oct 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 238 | 0 | — | — | — | +235 | 7833.33% | Q3 2026 | Oct 26, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q3 2026 | Nov 03, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Burk Holdings LLC | History | New | 138 | 0 | — | — | — | +138 | New | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -112 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Jacobi Capital Management LLC | History | New | 88 | 0 | — | — | — | +88 | New | Q3 2026 | Nov 05, 2026 |
| GK Wealth Management LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q3 2026 | Oct 09, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | — | — | -78 | -100.0% | Q3 2026 | Oct 20, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -66 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 105 | 0 | — | — | — | +61 | 138.64% | Q3 2026 | Oct 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 120 | 0 | — | 0.0% | — | -50 | -29.41% | Q3 2026 | Oct 15, 2026 |
| Planning Strategies Inc. | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q3 2026 | Oct 02, 2026 |
| TRUST CO OF VERMONT | History | New | 48 | 0 | — | — | — | +48 | New | Q3 2026 | Oct 21, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q3 2026 | Oct 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 100 | 0 | — | — | — | -46 | -31.51% | Q3 2026 | Oct 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Rossby Financial, LCC | History | Added to | 40 | 0 | — | — | — | +32 | 400.0% | Q3 2026 | Nov 05, 2026 |
| Guardian Partners Inc. | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 21, 2026 |
| Nova Financial LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Nov 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 1 | 0 | — | — | — | -27 | -96.43% | Q3 2026 | Oct 07, 2026 |
| Wealth Analytics Partners, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Oct 19, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 79 | 0 | — | — | — | +24 | 43.64% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 83 | 0 | — | — | — | -20 | -19.42% | Q3 2026 | Oct 28, 2026 |
| Hughes Financial Services, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 40 | 0 | — | — | — | -18 | -31.03% | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 72 | 0 | — | — | — | -10 | -12.2% | Q3 2026 | Nov 02, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 20, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q3 2026 | Oct 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| DANSKE BANK A/S | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| VANGUARD ADVISERS INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| COUNTRY TRUST BANK | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CHELSEA COUNSEL CO | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | No change | 93 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TD Capital Management LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Friedenthal Financial | History | No change | 189 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Trust Co | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Silicon Valley Capital Partners | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| BFSG, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SFAM, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Your Advocates Ltd., LLP | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HighMark Wealth Management LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Aquatic Capital Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elequin Capital, LP | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TFC Financial Management, Inc. | History | No change | 150 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 121 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Paladin Advisory Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gould Capital, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Nemes Rush Group LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| CGC Financial Services, LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Financial Perspectives, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Valued Wealth Advisors LLC | History | No change | 150 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rakuten Securities, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Tidemark, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Winthrop Capital Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| WealthCollab, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Capital Advisory, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Hilltop National Bank | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BankPlus Trust Department | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keystone Financial Group, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 10Elms LLP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Miller Global Investments, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Ares Financial Consulting, LLC | History | No change | 119 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Signature Equity Partners, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Cornerstone Financial Management LLC | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pioneer Family Office, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Paladin Partners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NBH Bank | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |