LAKELAND FINANCIAL CORP - LKFN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 3,639,015 | 224,600 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,175,765 | 134,288 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| STATE STREET CORP | History | No change | 1,428,098 | 88,137 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,065,329 | 65,752 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 940,862 | 58,070 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 741,954 | 42,781 | 0.01% | 0.01% | 6 | +54,876 | 7.99% | Q3 2026 | Nov 04, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 679,655 | 41,948 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 661,616 | 40,840 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 598,952 | 36,967 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 588,817 | 36,341 | 0.24% | 0.24% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | No change | 497,399 | 30,699 | 2.1% | 2.1% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 417,612 | 25,775 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 355,466 | 21,939 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 300,208 | 18,528 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 292,152 | 18,031 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 271,574 | 16,761 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 279,458 | 16,113 | 0.13% | 0.14% | 17 | -14,422 | -4.91% | Q3 2026 | Oct 30, 2026 |
| FMR LLC | History | No change | 252,764 | 15,600 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 242,114 | 14,943 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 241,188 | 14,886 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 232,747 | 14,365 | 0.49% | 0.49% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 227,207 | 14,023 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 216,625 | 13,370 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | No change | 210,411 | 12,986 | 0.48% | 0.48% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 203,681 | 12,571 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 200,893 | 12,399 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 207,477 | 11,963 | 0.0% | 0.0% | 27 | -841 | -0.4% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 172,916 | 10,672 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 156,213 | 9,641 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Added to | 163,890 | 9,449 | 0.01% | 0.01% | 30 | +50,763 | 44.87% | Q3 2026 | Oct 28, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 152,293 | 9,399 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Reduced | 146,173 | 8,428 | 1.93% | 2.08% | 32 | -660 | -0.45% | Q3 2026 | Oct 19, 2026 |
| UBS Group AG | History | No change | 126,602 | 7,813 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 122,938 | 7,587 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 119,787 | 6,906 | 0.0% | 0.0% | 35 | -1,454 | -1.2% | Q3 2026 | Nov 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 111,414 | 6,876 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 101,334 | 6,254 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 99,820 | 6,160 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 96,932 | 5,982 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 85,608 | 5,283 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 82,235 | 5,075 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 72,968 | 4,503 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 66,749 | 4,119 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 64,317 | 3,969 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 58,784 | 3,628 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 57,985 | 3,578 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 57,209 | 3,530 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 52,885 | 3,264 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 49,650 | 3,064 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 49,386 | 3,048 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 47,910 | 2,994 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1ST SOURCE BANK | History | No change | 47,696 | 2,943 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 47,503 | 2,931 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridge City Capital, LLC | History | Added to | 50,655 | 2,920 | 0.61% | 0.59% | 54 | +8,914 | 21.36% | Q3 2026 | Oct 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 45,747 | 2,824 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 40,161 | 2,478 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 34,454 | 1,986 | 1.82% | 1.86% | 57 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| XTX Topco Ltd | History | No change | 30,924 | 1,908 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 28,884 | 1,782 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 28,626 | 1,766 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 27,668 | 1,707 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 26,828 | 1,655 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 25,736 | 1,588 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 25,093 | 1,548 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 25,684 | 1,480 | 0.0% | 0.0% | 65 | -219 | -0.85% | Q3 2026 | Nov 04, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 23,900 | 1,475 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 23,875 | 1,473 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 25,377 | 1,456 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 23,248 | 1,434 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 23,691 | 1,366 | 0.0% | 0.0% | 70 | +2,872 | 13.8% | Q3 2026 | Oct 28, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 21,769 | 1,344 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 21,455 | 1,324 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WINTON GROUP Ltd | History | No change | 21,407 | 1,321 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 22,724 | 1,310 | 0.1% | 0.15% | 74 | -7,987 | -26.01% | Q3 2026 | Oct 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 21,012 | 1,296 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Trexquant Investment LP | History | No change | 20,568 | 1,269 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 21,684 | 1,253 | 0.0% | 0.0% | 77 | -550 | -2.47% | Q3 2026 | Nov 05, 2026 |
| Quantinno Capital Management LP | History | No change | 19,703 | 1,216 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 18,442 | 1,138 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 18,165 | 1,121 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 17,436 | 1,076 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 16,999 | 1,049 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 16,770 | 1,035 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | No change | 15,983 | 986 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 14,493 | 894 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 14,442 | 891 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,429 | 890 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uncommon Cents Investing Inc | History | Reduced | 15,241 | 878 | 0.19% | 0.2% | 88 | -25 | -0.16% | Q3 2026 | Oct 20, 2026 |
| Rafferty Asset Management, LLC | History | No change | 14,078 | 868 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 13,975 | 862 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 13,472 | 831 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 12,797 | 789 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 12,248 | 756 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 12,759 | 735 | 0.01% | 0.01% | 94 | -571 | -4.28% | Q3 2026 | Nov 05, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 11,780 | 727 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,428 | 705 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 11,722 | 675 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,853 | 670 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 2,213 | 667 | 0.16% | 0.16% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 10,724 | 661 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 10,541 | 650 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jump Financial, LLC | History | No change | 10,525 | 649 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 10,406 | 642 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 10,369 | 639 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Investing, LLC | History | Added to | 11,058 | 637 | 0.03% | 0.03% | 105 | +17 | 0.15% | Q3 2026 | Oct 22, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,600 | 611 | 0.01% | 0.01% | 106 | -300 | -2.75% | Q3 2026 | Oct 20, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,835 | 607 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 9,649 | 589 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 9,543 | 588 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 9,424 | 581 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 9,103 | 561 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | New | 9,550 | 550 | 0.0% | — | 112 | +9,550 | New | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,495 | 545 | 0.0% | 0.0% | 113 | +1,761 | 22.77% | Q3 2026 | Oct 13, 2026 |
| Pathway Financial Advisers, LLC | History | No change | 9,276 | 534 | 0.13% | 0.14% | 114 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HSBC HOLDINGS PLC | History | No change | 8,605 | 529 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,481 | 523 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Corient Private Wealth LP | History | No change | 8,344 | 514 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 7,929 | 489 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,320 | 451 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,207 | 444 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CHOREO, LLC | History | Added to | 7,597 | 438 | 0.0% | 0.0% | 121 | +1,036 | 15.79% | Q3 2026 | Oct 28, 2026 |
| Legato Capital Management LLC | History | No change | 6,825 | 421 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,679 | 412 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,630 | 409 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 6,500 | 401 | 0.28% | 0.28% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,485 | 400 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | No change | 6,481 | 400 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,402 | 395 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Reduced | 6,665 | 384 | 0.0% | 0.0% | 130 | -167 | -2.44% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,230 | 384 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,060 | 374 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 6,048 | 373 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,030 | 372 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,442 | 371 | 0.0% | 0.0% | 135 | -247 | -3.69% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,016 | 371 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,984 | 369 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,319 | 364 | 0.0% | 0.0% | 137 | -296 | -4.47% | Q3 2026 | Oct 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,897 | 363 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,809 | 358 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,796 | 357 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 6,189 | 356 | 0.01% | 0.04% | 141 | -29,653 | -82.73% | Q3 2026 | Oct 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,745 | 354 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,723 | 353 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Added to | 6,084 | 351 | 0.01% | 0.01% | 144 | +32 | 0.53% | Q3 2026 | Oct 02, 2026 |
| AXQ CAPITAL, LP | History | No change | 5,687 | 351 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 6,040 | 348 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,500 | 339 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,857 | 337 | 0.0% | 0.0% | 148 | -51 | -0.86% | Q3 2026 | Nov 03, 2026 |
| MARSHALL WACE, LLP | History | No change | 5,382 | 332 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 5,383 | 332 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 5,333 | 329 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,538 | 319 | 0.0% | 0.0% | 152 | -100 | -1.77% | Q3 2026 | Oct 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,049 | 311 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,197 | 298 | 0.0% | 0.01% | 154 | -4,029 | -43.67% | Q3 2026 | Oct 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 5,057 | 291 | 0.03% | 0.05% | 156 | -1,770 | -25.93% | Q3 2026 | Oct 16, 2026 |
| HighTower Advisors, LLC | History | No change | 4,730 | 291 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,409 | 272 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 4,649 | 268 | 0.0% | 0.0% | 158 | +987 | 26.95% | Q3 2026 | Nov 02, 2026 |
| Odyssean, LLC | History | No change | 4,186 | 258 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 4,091 | 252 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,000 | 246 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security Financial Services, INC. | History | No change | 4,222 | 243 | 0.03% | 0.04% | 162 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,902 | 241 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 3,781 | 233 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DRW Securities, LLC | History | No change | 3,751 | 231 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 3,737 | 230 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 3,950 | 227 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,636 | 224 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MQS Management LLC | History | No change | 3,579 | 220 | 0.27% | 0.27% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,812 | 219 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HB Wealth Management, LLC | History | New | 3,776 | 217 | 0.0% | — | 171 | +3,776 | New | Q3 2026 | Oct 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,458 | 213 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 3,354 | 207 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 3,500 | 201 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,252 | 138 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 2,139 | 132 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,144 | 132 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,953 | 122 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,934 | 111 | 0.0% | 0.0% | 179 | +245 | 14.51% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 1,774 | 109 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,748 | 100 | 0.01% | 0.0% | 181 | +1,697 | 3327.45% | Q3 2026 | Oct 01, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,465 | 90 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,348 | 83 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 998 | 58 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 787 | 45 | 0.0% | 0.0% | 185 | +15 | 1.94% | Q3 2026 | Oct 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 740 | 42 | 0.0% | 0.0% | 186 | -101 | -12.01% | Q3 2026 | Oct 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 726 | 41 | 0.0% | 0.0% | 187 | +20 | 2.83% | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 659 | 40 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 688 | 39 | 0.0% | 0.0% | 189 | +439 | 176.31% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 614 | 37 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 530 | 32 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 462 | 29 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 488 | 28 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 400 | 23 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 371 | 21 | 0.0% | 0.0% | 195 | -2 | -0.54% | Q3 2026 | Nov 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 337 | 19 | 0.0% | 0.0% | 196 | -428 | -55.95% | Q3 2026 | Oct 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 302 | 18 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Elyxium Wealth, LLC | History | New | 295 | 17 | 0.0% | — | 199 | +295 | New | Q3 2026 | Oct 27, 2026 |
| BESSEMER GROUP INC | History | No change | 262 | 17 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 267 | 16 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBH Bank | History | No change | 275 | 16 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 232 | 13 | 0.0% | 0.0% | 202 | -160 | -40.82% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Added to | 236 | 13 | 0.01% | 0.01% | 203 | +49 | 26.2% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 215 | 12 | 0.0% | 0.0% | 204 | +159 | 283.93% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 201 | 11 | 0.0% | 0.0% | 206 | +56 | 38.62% | Q3 2026 | Oct 08, 2026 |
| FIRST HORIZON CORP | History | No change | 194 | 11 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MATHER GROUP, LLC. | History | No change | 183 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 166 | 9 | 0.0% | — | 210 | +166 | New | Q3 2026 | Oct 21, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 164 | 9 | 0.0% | 0.0% | 208 | -5 | -2.96% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 150 | 9 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Optiver Holding B.V. | History | No change | 142 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 124 | 7 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 98 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 104 | 5 | 0.0% | 0.0% | 215 | -71 | -40.57% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 83 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Synergy Investment Management, LLC | History | No change | 84 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 79 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quarry LP | History | No change | 72 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | No change | 86 | 4 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bare Financial Services, Inc | History | Added to | 55 | 3 | 0.0% | 0.0% | 223 | +8 | 17.02% | Q3 2026 | Nov 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 62 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 55 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 68 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 56 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 52 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | New | 52 | 2 | 0.0% | — | 228 | +52 | New | Q3 2026 | Oct 09, 2026 |
| Larson Financial Group LLC | History | Added to | 38 | 2 | 0.0% | 0.0% | 227 | +18 | 90.0% | Q3 2026 | Nov 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 41 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 21 | 1 | 0.0% | — | 240 | +21 | New | Q3 2026 | Oct 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 25 | 1 | 0.0% | — | 231 | +10 | 66.67% | Q3 2026 | Oct 22, 2026 |
| True Wealth Design, LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 236 | -8 | -23.53% | Q3 2026 | Oct 13, 2026 |
| Covestor Ltd | History | Reduced | 11 | 1 | 0.0% | 0.0% | 235 | -4 | -26.67% | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TD Capital Management LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horizon Investments, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 19 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,300 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Revolve Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,340 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Copeland Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Oct 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 23, 2026 |
| Fairway Wealth LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 30, 2026 |
| Bell Investment Advisors, Inc | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 28, 2026 |
| UMB Private Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 19, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 13 | 0 | — | — | — | +6 | 85.71% | Q3 2026 | Oct 29, 2026 |
| ASSETMARK, INC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q3 2026 | Nov 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q3 2026 | Oct 09, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 23, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortitude Family Office, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |