Live Oak Bancshares, Inc. - LOB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | History | Reduced | 6,471,452 | 264,295 | 0.17% | 0.15% | 1 | -18,649 | -0.29% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,515,856 | 143,587 | 0.0% | 0.0% | 2 | +82,957 | 2.42% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,654,730 | 67,579 | 0.0% | 0.0% | 3 | +121,959 | 7.96% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,615,529 | 65,979 | 0.01% | 0.01% | 4 | +22,344 | 1.4% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Reduced | 1,367,619 | 55,875 | 0.0% | 0.0% | 5 | -69,696 | -4.85% | Q2 2026 | Aug 07, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 1,360,091 | 55,546 | 0.17% | 0.18% | 6 | -261,812 | -16.14% | Q2 2026 | Aug 12, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 1,123,910 | 45,900 | 0.47% | 0.47% | 7 | -69,204 | -5.8% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 996,870 | 40,712 | 0.0% | 0.0% | 8 | +88,724 | 9.77% | Q2 2026 | Aug 13, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Reduced | 934,751 | 38,175 | 5.14% | 4.95% | 9 | -98,788 | -9.56% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 912,543 | 37,275 | 0.0% | 0.0% | 10 | +58,585 | 6.86% | Q2 2026 | Aug 12, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 671,994 | 27,444 | 0.03% | 0.03% | 11 | -56,135 | -7.71% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 667,556 | 27,262 | 0.01% | 0.0% | 12 | +485,769 | 267.22% | Q2 2026 | Aug 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 646,091 | 26,386 | 0.21% | 0.19% | 13 | +72,241 | 12.59% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 586,166 | 23,939 | 0.28% | 0.18% | 14 | +223,487 | 61.62% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 569,233 | 23,247 | 0.07% | 0.08% | 15 | -153,664 | -21.26% | Q2 2026 | Aug 11, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 554,642 | 22,651 | 0.06% | 0.04% | 16 | +239,814 | 76.17% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 420,262 | 17,163 | 0.01% | 0.01% | 17 | -13,906 | -3.2% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 320,783 | 13,100 | 0.0% | 0.0% | 18 | -3,604 | -1.11% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 299,270 | 12,222 | 0.0% | 0.0% | 19 | +8,636 | 2.97% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 287,390 | 11,737 | 0.0% | 0.0% | 20 | +24,602 | 9.36% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 283,133 | 11,563 | 0.01% | 0.01% | 21 | -2,000 | -0.7% | Q2 2026 | Sep 09, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 270,239 | 11,036 | 0.03% | 0.03% | 22 | +20,520 | 8.22% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 249,249 | 10,179 | 0.0% | 0.0% | 23 | +15,081 | 6.44% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 237,127 | 9,684 | 0.0% | 0.0% | 24 | -2,197 | -0.92% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 230,020 | 9,394 | 0.0% | 0.0% | 25 | +55,407 | 31.73% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | Reduced | 224,384 | 9,379 | 0.09% | 0.09% | 26 | -1,571 | -0.7% | Q2 2026 | Jul 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 217,937 | 8,900 | 0.0% | 0.01% | 27 | -45,066 | -17.14% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 203,445 | 8,308 | 0.0% | 0.0% | 28 | -115,555 | -36.22% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 188,571 | 7,701 | 0.0% | 0.0% | 29 | -33,154 | -14.95% | Q2 2026 | Aug 13, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | Added to | 179,294 | 7,322 | 0.06% | 0.04% | 30 | +9,714 | 5.73% | Q2 2026 | Aug 06, 2026 |
| Trust Co of the South | History | No change | 167,500 | 6,840 | 0.96% | 0.89% | 31 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| UBS Group AG | History | Added to | 161,904 | 6,612 | 0.0% | 0.0% | 32 | +19,079 | 13.36% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 154,378 | 6,304 | 0.11% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 140,163 | 5,724 | 0.28% | 0.27% | 34 | -5,394 | -3.71% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 138,955 | 5,674 | 0.0% | 0.0% | 35 | +38,340 | 38.11% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 138,919 | 5,673 | 0.01% | 0.01% | 36 | -13,033 | -8.58% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 137,581 | 5,618 | 0.0% | 0.0% | 37 | +37,008 | 36.8% | Q2 2026 | Aug 06, 2026 |
| Trexquant Investment LP | History | Added to | 127,605 | 5,211 | 0.03% | 0.02% | 38 | +60,432 | 89.96% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 117,000 | 4,809 | 0.09% | 0.08% | 39 | -136 | -0.12% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | New | 117,466 | 4,797 | 0.06% | — | 40 | +117,466 | New | Q2 2026 | Jul 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 110,334 | 4,506 | 0.0% | 0.0% | 41 | +10,055 | 10.03% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 107,771 | 4,401 | 0.0% | 0.0% | 42 | +4,711 | 4.57% | Q2 2026 | Sep 02, 2026 |
| E. Ohman J:or Asset Management AB | History | No change | 98,745 | 4,032 | 0.09% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 95,789 | 3,912 | 0.0% | 0.0% | 44 | +4,876 | 5.36% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 95,469 | 3,898 | 0.0% | 0.0% | 45 | +6,185 | 6.93% | Q2 2026 | Aug 07, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 89,556 | 3,657 | 0.1% | 0.06% | 46 | +40,720 | 83.38% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 89,193 | 3,642 | 0.02% | 0.02% | 47 | +5 | 0.01% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 85,379 | 3,486 | 0.0% | 0.0% | 48 | +55,650 | 187.19% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 85,275 | 3,482 | 0.0% | 0.0% | 49 | -29,539 | -25.73% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 84,408 | 3,447 | 0.01% | 0.0% | 50 | -1,327 | -1.55% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 81,054 | 3,310 | 0.0% | 0.0% | 51 | +5,929 | 7.89% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 78,008 | 3,185 | 0.0% | 0.0% | 52 | +4,431 | 6.02% | Q2 2026 | Aug 11, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 73,366 | 2,996 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Man Group plc | History | New | 71,864 | 2,934 | 0.0% | — | 54 | +71,864 | New | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 71,800 | 2,932 | 0.0% | 0.0% | 55 | -400 | -0.55% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 66,187 | 2,703 | 0.0% | — | 56 | +66,187 | New | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 65,920 | 2,692 | 0.17% | 0.15% | 57 | +15,281 | 30.18% | Q2 2026 | Aug 14, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 65,180 | 2,661 | 0.48% | 0.49% | 58 | -6,614 | -9.21% | Q2 2026 | Jul 29, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 78,483 | 2,595 | 1.68% | 1.68% | 59 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 59,402 | 2,425 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 58,903 | 2,405 | 0.31% | 0.25% | 61 | +6,353 | 12.09% | Q2 2026 | Jul 10, 2026 |
| Invesco Ltd. | History | Reduced | 58,742 | 2,399 | 0.0% | 0.0% | 62 | -6,539 | -10.02% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 56,079 | 2,290 | 0.01% | 0.02% | 63 | -76,739 | -57.78% | Q2 2026 | Aug 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 55,369 | 2,271 | 0.0% | 0.01% | 64 | -98,165 | -63.94% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 54,424 | 2,222 | 0.0% | 0.0% | 65 | +13,449 | 32.82% | Q2 2026 | Aug 11, 2026 |
| CenterBook Partners LP | History | Reduced | 53,530 | 2,186 | 0.11% | 0.23% | 66 | -77,999 | -59.3% | Q2 2026 | Aug 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 53,182 | 2,171 | 0.01% | 0.01% | 67 | -56,451 | -51.49% | Q2 2026 | Aug 14, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 50,541 | 2,064 | 0.08% | 0.08% | 68 | -5,355 | -9.58% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 50,531 | 2,063 | 0.0% | 0.0% | 69 | -644 | -1.26% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 49,849 | 2,035 | 0.0% | 0.0% | 70 | +2,543 | 5.38% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 49,141 | 2,006 | 0.0% | 0.0% | 71 | +9,626 | 24.36% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 49,094 | 2,004 | 0.02% | 0.02% | 72 | +628 | 1.3% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 47,878 | 1,955 | 0.0% | 0.0% | 73 | -36,148 | -43.02% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 46,392 | 1,894 | 0.0% | 0.0% | 74 | +669 | 1.46% | Q2 2026 | Aug 03, 2026 |
| SG Americas Securities, LLC | History | Added to | 45,618 | 1,863 | 0.0% | 0.0% | 75 | +8,051 | 21.43% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 44,880 | 1,832 | 0.0% | 0.0% | 76 | +15,189 | 51.16% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | New | 44,516 | 1,818 | 0.0% | — | 77 | +44,516 | New | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 43,665 | 1,783 | 0.0% | 0.0% | 78 | +77 | 0.18% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 41,844 | 1,782 | 0.0% | 0.0% | 79 | -64,780 | -60.76% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 42,533 | 1,737 | 0.0% | 0.0% | 80 | +16,090 | 60.85% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 41,528 | 1,697 | 0.0% | 0.0% | 81 | +8,403 | 25.37% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 40,858 | 1,668 | 0.0% | 0.0% | 82 | +7,897 | 23.96% | Q2 2026 | Aug 24, 2026 |
| Walleye Capital LLC | History | New | 39,973 | 1,632 | 0.01% | — | 83 | +39,973 | New | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 39,622 | 1,618 | 0.0% | 0.0% | 84 | +16,229 | 69.38% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,371 | 1,607 | 0.0% | 0.0% | 85 | +10,845 | 38.02% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | New | 38,616 | 1,577 | 0.0% | — | 86 | +38,616 | New | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 46,590 | 1,540 | 0.0% | 0.0% | 87 | +9,220 | 24.67% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 36,958 | 1,509 | 0.0% | 0.0% | 88 | +3,103 | 9.17% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 36,324 | 1,483 | 0.0% | 0.0% | 89 | +2,286 | 6.72% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 36,337 | 1,479 | 0.0% | 0.0% | 90 | +8,200 | 29.14% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 34,362 | 1,474 | 0.11% | 0.1% | 91 | +1,820 | 5.59% | Q2 2026 | Jul 29, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 34,100 | 1,392 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 31,910 | 1,303 | 0.03% | 0.04% | 93 | -6,295 | -16.48% | Q2 2026 | Jul 14, 2026 |
| PDT Partners, LLC | History | Reduced | 31,021 | 1,266 | 0.07% | 0.08% | 94 | -8,700 | -21.9% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 30,657 | 1,252 | 0.0% | 0.0% | 95 | -10,467 | -25.45% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 29,965 | 1,223 | 0.0% | 0.0% | 96 | -675 | -2.2% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 29,606 | 1,209 | 0.0% | 0.0% | 97 | +327 | 1.12% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 29,394 | 1,200 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 29,271 | 1,195 | 0.0% | 0.0% | 99 | +6,002 | 25.79% | Q2 2026 | Jul 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 28,680 | 1,171 | 0.07% | 0.08% | 100 | -12,374 | -30.14% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 27,935 | 1,140 | 0.0% | 0.0% | 101 | +9,406 | 50.76% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 27,486 | 1,122 | 0.01% | 0.01% | 102 | +783 | 2.93% | Q2 2026 | Aug 03, 2026 |
| XTX Topco Ltd | History | Reduced | 26,795 | 1,094 | 0.01% | 0.04% | 103 | -43,134 | -61.68% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | Added to | 25,598 | 1,045 | 0.02% | 0.02% | 104 | +253 | 1.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 24,995 | 1,020 | 0.03% | 0.03% | 105 | -231 | -0.92% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 24,576 | 1,003 | 0.0% | 0.0% | 106 | +53 | 0.22% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 22,911 | 935 | 0.0% | 0.0% | 107 | -112,679 | -83.1% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 22,685 | 926 | 0.0% | 0.0% | 108 | -12,106 | -34.8% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 21,280 | 869 | 0.0% | 0.0% | 109 | +2,048 | 10.65% | Q2 2026 | Aug 13, 2026 |
| one8zero8, LLC | History | No change | 20,985 | 857 | 0.17% | 0.15% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | Reduced | 20,979 | 856 | 0.0% | 0.0% | 111 | -5,894 | -21.93% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 20,048 | 818 | 0.0% | 0.01% | 112 | -20,914 | -51.06% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 19,145 | 781 | 0.05% | 0.05% | 113 | +322 | 1.71% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 16,857 | 688 | 0.01% | 0.01% | 114 | +499 | 3.05% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Reduced | 16,811 | 686 | 0.0% | 0.0% | 115 | -881 | -4.98% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 16,808 | 686 | 0.0% | 0.0% | 116 | +207 | 1.25% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 16,561 | 676 | 0.03% | 0.04% | 117 | +1,129 | 7.32% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 16,278 | 664 | 0.0% | 0.0% | 118 | -609 | -3.61% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 15,990 | 653 | 0.0% | 0.0% | 119 | -2,120 | -11.71% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 15,215 | 621 | 0.01% | 0.0% | 120 | +3,180 | 26.42% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 14,550 | 594 | 0.03% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 14,510 | 592 | 0.06% | 0.06% | 122 | +17 | 0.12% | Q2 2026 | Jul 30, 2026 |
| Jupiter Topco LLC | History | New | 14,061 | 573 | 0.0% | — | 124 | +14,061 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 14,052 | 573 | 0.0% | 0.0% | 123 | -34 | -0.24% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,557 | 564 | 0.0% | 0.0% | 125 | +1,037 | 8.28% | Q2 2026 | Jul 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 13,393 | 546 | 0.0% | 0.0% | 126 | +3,589 | 36.61% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 13,286 | 542 | 0.02% | 0.02% | 127 | +4,422 | 49.89% | Q2 2026 | Aug 06, 2026 |
| Callan Family Office, LLC | History | New | 13,080 | 534 | 0.01% | — | 128 | +13,080 | New | Q2 2026 | Aug 11, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 13,028 | 532 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 12,876 | 525 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aquatic Capital Management LLC | History | Added to | 12,584 | 513 | 0.02% | 0.0% | 131 | +12,052 | 2265.41% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,184 | 497 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,127 | 495 | 0.0% | 0.0% | 133 | +27 | 0.22% | Q2 2026 | Jul 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,061 | 465 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 10,875 | 444 | 0.0% | 0.0% | 135 | +1,112 | 11.39% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,751 | 439 | 0.0% | 0.0% | 136 | +23 | 0.21% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 10,678 | 436 | 0.04% | — | 137 | +10,678 | New | Q2 2026 | Jul 31, 2026 |
| HOWE & RUSLING INC | History | No change | 10,541 | 430 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,260 | 419 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,899 | 404 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Reduced | 9,888 | 403 | 0.0% | 0.0% | 141 | -150 | -1.49% | Q2 2026 | Aug 07, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 9,668 | 394 | 0.11% | — | 142 | +9,668 | New | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,604 | 392 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,557 | 390 | 0.0% | 0.0% | 144 | +1,811 | 23.38% | Q2 2026 | Aug 19, 2026 |
| Advisors Capital Management, LLC | History | No change | 9,250 | 377 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | Added to | 9,156 | 373 | 0.0% | 0.0% | 146 | +931 | 11.32% | Q2 2026 | Aug 12, 2026 |
| Smith Salley Wealth Management | History | No change | 8,954 | 365 | 0.02% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ballentine Partners, LLC | History | No change | 8,568 | 349 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 8,368 | 341 | 0.05% | 0.04% | 149 | -238 | -2.77% | Q2 2026 | Aug 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 8,200 | 334 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,200 | 334 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,130 | 332 | 0.0% | 0.0% | 152 | -66 | -0.81% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | New | 7,941 | 325 | 0.0% | — | 154 | +7,941 | New | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 7,973 | 325 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 7,941 | 324 | 0.0% | — | 155 | +7,941 | New | Q2 2026 | Jul 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,786 | 317 | 0.0% | 0.0% | 156 | -636 | -7.55% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | No change | 7,786 | 317 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 7,345 | 299 | 0.0% | 0.0% | 158 | +925 | 14.41% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 7,301 | 298 | 0.01% | — | 159 | +7,301 | New | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,177 | 293 | 0.0% | 0.0% | 160 | -52 | -0.72% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Added to | 6,908 | 282 | 0.0% | 0.0% | 161 | +4,786 | 225.54% | Q2 2026 | Jul 21, 2026 |
| Quantbot Technologies LP | History | Reduced | 6,519 | 266 | 0.01% | 0.03% | 162 | -13,968 | -68.18% | Q2 2026 | Aug 12, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | New | 6,307 | 257 | 0.04% | — | 163 | +6,307 | New | Q2 2026 | Jul 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 6,135 | 250 | 0.0% | — | 164 | +6,135 | New | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | New | 5,928 | 242 | 0.0% | — | 165 | +5,928 | New | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,500 | 224 | 0.0% | — | 166 | +5,500 | New | Q2 2026 | Aug 14, 2026 |
| Tannin Capital LLC | History | New | 5,388 | 220 | 0.14% | — | 167 | +5,388 | New | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 5,280 | 215 | 0.0% | — | 168 | +5,280 | New | Q2 2026 | Aug 04, 2026 |
| Abel Hall, LLC | History | New | 5,263 | 214 | 0.04% | — | 169 | +5,263 | New | Q2 2026 | Jul 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,214 | 213 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | New | 5,150 | 210 | 0.0% | — | 171 | +5,150 | New | Q2 2026 | Jul 28, 2026 |
| Pictet Asset Management Holding SA | History | New | 5,020 | 205 | 0.0% | — | 172 | +5,020 | New | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 4,983 | 203 | 0.01% | 0.02% | 173 | -2,742 | -35.5% | Q2 2026 | Aug 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 4,848 | 197 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 5,935 | 196 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hamilton Capital Partners Inc. | History | Reduced | 4,251 | 173 | 0.01% | 0.01% | 176 | -2,036 | -32.38% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,313 | 135 | 0.0% | 0.0% | 177 | +358 | 12.12% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,135 | 128 | 0.0% | 0.01% | 178 | -200 | -6.0% | Q2 2026 | Aug 17, 2026 |
| Concord Wealth Partners | History | New | 2,850 | 116 | 0.01% | — | 179 | +2,850 | New | Q2 2026 | Jul 27, 2026 |
| Quantum Portfolio Management LLC | History | New | 2,304 | 94 | 0.03% | — | 180 | +2,304 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,206 | 91 | 0.0% | 0.0% | 181 | +83 | 3.91% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,794 | 73 | 0.0% | 0.0% | 182 | -2,855 | -61.41% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Added to | 1,479 | 60 | 0.0% | 0.0% | 183 | +72 | 5.12% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,402 | 57 | 0.0% | 0.0% | 184 | +1,232 | 724.71% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,352 | 55 | 0.0% | 0.0% | 185 | -565 | -29.47% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | No change | 1,046 | 42 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Global Retirement Partners, LLC | History | New | 889 | 36 | 0.0% | — | 187 | +889 | New | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 709 | 28 | 0.0% | 0.0% | 188 | +2 | 0.28% | Q2 2026 | Jul 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 642 | 26 | 0.0% | 0.0% | 189 | -36 | -5.31% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 583 | 23 | 0.0% | 0.0% | 190 | +55 | 10.42% | Q2 2026 | Aug 05, 2026 |
| Nykredit A/S | History | New | 529 | 21 | 0.0% | — | 192 | +529 | New | Q2 2026 | Sep 08, 2026 |
| Allworth Financial LP | History | Added to | 528 | 21 | 0.0% | 0.0% | 191 | +221 | 71.99% | Q2 2026 | Aug 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 500 | 20 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 500 | 20 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 437 | 17 | 0.0% | 0.0% | 195 | -330 | -43.02% | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 402 | 16 | 0.0% | 0.0% | 197 | -57 | -12.42% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 400 | 16 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 382 | 15 | 0.0% | 0.0% | 198 | +129 | 50.99% | Q2 2026 | Jul 06, 2026 |
| SouthState Bank Corp | History | No change | 250 | 10 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 254 | 10 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CrossGen Wealth, LLC | History | No change | 245 | 10 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 239 | 9 | 0.0% | 0.0% | 203 | +88 | 58.28% | Q2 2026 | Jul 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 223 | 9 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Providence Capital Advisors, LLC | History | New | 200 | 8 | 0.0% | — | 207 | +200 | New | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 201 | 8 | 0.0% | 0.0% | 206 | -89 | -30.69% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 207 | 8 | 0.0% | 0.0% | 205 | -83 | -28.62% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 200 | 8 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | Added to | 178 | 7 | 0.0% | 0.0% | 208 | +88 | 97.78% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 171 | 7 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 153 | 6 | 0.0% | 0.0% | 210 | +16 | 11.68% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 128 | 5 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 120 | 4 | 0.0% | 0.0% | 212 | +36 | 42.86% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 117 | 4 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 61 | 2 | 0.0% | 0.0% | 217 | -144 | -70.24% | Q2 2026 | Aug 10, 2026 |
| Quarry LP | History | Reduced | 71 | 2 | 0.0% | 0.0% | 219 | -139 | -66.19% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 56 | 2 | 0.0% | 0.0% | 215 | +7 | 14.29% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 58 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 39 | 1 | 0.0% | 0.0% | 222 | -48 | -55.17% | Q2 2026 | Jul 22, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 29 | 1 | 0.0% | — | 225 | +29 | New | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | Added to | 17 | 1 | 0.0% | — | 223 | +12 | 240.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 30 | 1 | 0.0% | — | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 28 | 1 | 0.0% | — | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Abound Wealth Management | History | No change | 40 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Motley Fool Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -209,559 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.04% | — | -125,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -67,117 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -48,305 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,700 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,767 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PMC FIG Opportunities LLC | History | Closed out | 0 | 0 | — | 1.23% | — | -24,307 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EQUITABLE TRUST CO | History | Closed out | 0 | 0 | — | 0.02% | — | -14,722 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -9,595 | -100.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -7,481 | -100.0% | Q2 2026 | Aug 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,689 | -100.0% | Q2 2026 | Jul 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,204 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -373 | -100.0% | Q2 2026 | Aug 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -322 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Rachor Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q2 2026 | Aug 06, 2026 |
| WEST PACES ADVISORS INC. | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Jul 17, 2026 |
| Missouri Trust & Investment Co | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Stone House Investment Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 05, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 11 | 0 | — | — | — | -2 | -15.38% | Q2 2026 | Aug 04, 2026 |
| JPL Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parallel Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SWAN Capital LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kilter Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Torren Management, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |