LG Display Co., Ltd. - LPL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 20,298,472 | 78,961 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 18,841,217 | 73,292 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,945,923 | 11,459 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,928,181 | 11,390 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 2,743,945 | 10,673 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 2,314,742 | 9,004 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,692,763 | 7,951 | 0.0% | 0.0% | 7 | -114,936 | -4.09% | Q3 2026 | Nov 04, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,642,836 | 6,390 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,487,402 | 5,785 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 1,288,840 | 5,013 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAK6 LLC | History | No change | 1,206,476 | 4,693 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,169,282 | 4,548 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 978,827 | 3,807 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 852,927 | 3,317 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 726,455 | 2,825 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 892,307 | 2,632 | 0.0% | 0.01% | 16 | -2,382,565 | -72.75% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 626,765 | 2,438 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 592,123 | 2,303 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 559,181 | 2,175 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 504,582 | 1,962 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 492,279 | 1,914 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 446,454 | 1,736 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 430,740 | 1,675 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 419,341 | 1,631 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 347,985 | 1,381 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PCM Encore, LLC | History | No change | 287,276 | 1,117 | 0.2% | 0.2% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 259,796 | 1,010 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 258,664 | 1,006 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | No change | 249,792 | 971 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vident Advisory, LLC | History | No change | 230,645 | 897 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 226,907 | 882 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 222,741 | 866 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 237,105 | 699 | 0.0% | 0.0% | 33 | -102,722 | -30.23% | Q3 2026 | Nov 04, 2026 |
| GROUP ONE TRADING LLC | History | No change | 178,898 | 695 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 166,244 | 646 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITIGROUP INC | History | Reduced | 208,531 | 615 | 0.0% | 0.0% | 36 | -175,559 | -45.71% | Q3 2026 | Nov 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 156,817 | 610 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 139,623 | 543 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 134,470 | 523 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Family Investments, Inc. | History | No change | 127,339 | 495 | 0.14% | 0.14% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 117,591 | 457 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | No change | 116,147 | 451 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 114,710 | 446 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 110,000 | 427 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 108,773 | 423 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 106,269 | 413 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 101,502 | 394 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 140,426 | 381 | 0.01% | 0.03% | 48 | -98,723 | -41.28% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 127,482 | 376 | 0.0% | 0.0% | 49 | -213,122 | -62.57% | Q3 2026 | Nov 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 94,293 | 366 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 91,549 | 356 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 87,233 | 339 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 84,632 | 329 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 80,794 | 314 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 78,161 | 304 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 73,255 | 284 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 72,946 | 283 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BSW Wealth Partners | History | No change | 72,262 | 281 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SEI INVESTMENTS CO | History | No change | 71,166 | 276 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 88,152 | 260 | 0.0% | 0.01% | 60 | -189,623 | -68.26% | Q3 2026 | Oct 23, 2026 |
| Sivia Capital Partners, LLC | History | No change | 64,784 | 252 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 63,800 | 248 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 55,830 | 217 | 0.21% | 0.21% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 46,995 | 186 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 58,837 | 173 | 0.01% | 0.01% | 65 | -28,265 | -32.45% | Q3 2026 | Oct 08, 2026 |
| Vise Technologies, Inc. | History | Reduced | 53,590 | 158 | 0.0% | 0.0% | 66 | -5,949 | -9.99% | Q3 2026 | Oct 28, 2026 |
| Composition Wealth, LLC | History | No change | 37,584 | 146 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Inspire Advisors, LLC | History | No change | 35,994 | 139 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | New | 41,993 | 131 | 0.0% | — | 69 | +41,993 | New | Q3 2026 | Nov 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 32,300 | 128 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 31,741 | 123 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | No change | 31,223 | 121 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 29,626 | 115 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | No change | 29,335 | 114 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 37,262 | 109 | 0.0% | 0.0% | 75 | -48,268 | -56.43% | Q3 2026 | Oct 15, 2026 |
| WINTON GROUP Ltd | History | No change | 26,700 | 103 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ethic Inc. | History | Reduced | 32,180 | 94 | 0.0% | 0.02% | 78 | -379,443 | -92.18% | Q3 2026 | Nov 03, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 32,060 | 94 | 0.0% | 0.0% | 77 | -19,846 | -38.23% | Q3 2026 | Oct 27, 2026 |
| Calydon Capital | History | No change | 23,727 | 92 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | Reduced | 30,645 | 90 | 0.01% | 0.05% | 80 | -170,120 | -84.74% | Q3 2026 | Nov 03, 2026 |
| SIG BROKERAGE, LP | History | No change | 23,000 | 89 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 22,882 | 89 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 22,776 | 88 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 22,724 | 88 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 22,649 | 88 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Affirmative Financial Network | History | New | 29,518 | 87 | 0.02% | — | 87 | +29,518 | New | Q3 2026 | Oct 21, 2026 |
| Inspire Investing, LLC | History | Added to | 29,504 | 87 | 0.0% | 0.0% | 86 | +6,864 | 30.32% | Q3 2026 | Oct 22, 2026 |
| GeoWealth Management, LLC | History | No change | 22,274 | 86 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | No change | 21,983 | 85 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 20,962 | 81 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 18,935 | 73 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 18,800 | 73 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | Reduced | 23,165 | 68 | 0.0% | 0.0% | 93 | -9,194 | -28.41% | Q3 2026 | Nov 03, 2026 |
| Plan A Wealth LLC | History | Added to | 22,908 | 67 | 0.02% | 0.03% | 94 | +6,571 | 40.22% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 22,433 | 66 | 0.01% | 0.03% | 96 | -65,518 | -74.49% | Q3 2026 | Oct 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 17,203 | 66 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 21,402 | 63 | 0.0% | 0.0% | 97 | -7,838 | -26.81% | Q3 2026 | Oct 23, 2026 |
| AlTi Global, Inc. | History | No change | 16,376 | 63 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IMC-Chicago, LLC | History | Reduced | 21,259 | 62 | 0.0% | 0.0% | 99 | -11,462 | -35.03% | Q3 2026 | Nov 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,894 | 61 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | Reduced | 20,649 | 60 | 0.0% | 0.0% | 102 | -46,436 | -69.22% | Q3 2026 | Oct 23, 2026 |
| Optas, LLC | History | No change | 15,503 | 60 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nykredit A/S | History | No change | 15,219 | 59 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cetera Investment Advisers | History | No change | 15,121 | 58 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 13,878 | 53 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 17,467 | 51 | 0.02% | — | 107 | +17,467 | New | Q3 2026 | Oct 26, 2026 |
| Essex Bank | History | Added to | 17,561 | 51 | 0.01% | 0.01% | 106 | +3,798 | 27.6% | Q3 2026 | Oct 16, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 17,047 | 50 | 0.0% | 0.0% | 109 | -2,898 | -14.53% | Q3 2026 | Oct 08, 2026 |
| PFG Advisors | History | Reduced | 17,232 | 50 | 0.0% | 0.0% | 108 | -418 | -2.37% | Q3 2026 | Oct 15, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 16,310 | 48 | 0.0% | 0.02% | 111 | -69,406 | -80.97% | Q3 2026 | Nov 05, 2026 |
| NewSquare Capital LLC | History | No change | 12,481 | 48 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 15,950 | 47 | 0.0% | 0.01% | 114 | -96,159 | -85.77% | Q3 2026 | Nov 03, 2026 |
| GREENLEAF TRUST | History | Reduced | 15,955 | 47 | 0.0% | 0.0% | 112 | -73,680 | -82.2% | Q3 2026 | Oct 29, 2026 |
| Curi Capital, LLC | History | No change | 12,216 | 47 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 12,287 | 47 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Truepoint, Inc. | History | No change | 11,704 | 45 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 11,348 | 44 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 14,521 | 42 | 0.0% | 0.0% | 120 | +11,784 | 430.54% | Q3 2026 | Oct 29, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,531 | 42 | 0.0% | 0.0% | 119 | +4,327 | 42.4% | Q3 2026 | Oct 23, 2026 |
| &PARTNERS | History | No change | 10,830 | 42 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Planning Navigators CORP | History | New | 13,718 | 40 | 0.01% | — | 122 | +13,718 | New | Q3 2026 | Oct 14, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 13,871 | 40 | 0.0% | 0.0% | 121 | -2,390 | -14.7% | Q3 2026 | Oct 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,183 | 39 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Arax Advisory Partners | History | No change | 10,081 | 39 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,196 | 39 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 11,301 | 33 | 0.0% | 0.05% | 127 | -213,822 | -94.98% | Q3 2026 | Oct 16, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 11,517 | 33 | 0.0% | 0.0% | 126 | -12,672 | -52.39% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,828 | 23 | 0.0% | 0.0% | 128 | +1,507 | 23.84% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,859 | 22 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 7,002 | 20 | 0.0% | 0.0% | 130 | +136 | 1.98% | Q3 2026 | Oct 20, 2026 |
| BARCLAYS PLC | History | No change | 4,467 | 17 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2,272 | 8 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFS Advisors, LLC | History | No change | 3,040 | 8 | 0.0% | 0.01% | 133 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WealthCollab, LLC | History | No change | 2,251 | 8 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 2,152 | 8 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Ascentis Wealth Management, LLC | History | New | 2,698 | 7 | 0.0% | — | 137 | +2,698 | New | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2,419 | 7 | 0.0% | 0.0% | 136 | -313 | -11.46% | Q3 2026 | Oct 20, 2026 |
| SHP Wealth Management | History | No change | 1,766 | 6 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 1,331 | 5 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,414 | 5 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,520 | 4 | 0.0% | 0.0% | 141 | -10,899 | -87.76% | Q3 2026 | Oct 08, 2026 |
| Rossby Financial, LCC | History | Added to | 767 | 2 | 0.0% | 0.0% | 148 | +160 | 26.36% | Q3 2026 | Nov 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 973 | 2 | 0.0% | 0.0% | 146 | -44 | -4.33% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 656 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 601 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMA Advisory Services, Inc. | History | No change | 568 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 582 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 560 | 2 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Downshift Financial, LLC | History | No change | 803 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 553 | 1 | 0.0% | 0.0% | 155 | -1,909 | -77.54% | Q3 2026 | Nov 05, 2026 |
| North Star Investment Management Corp. | History | Reduced | 434 | 1 | 0.0% | 0.0% | 151 | -1,540 | -78.01% | Q3 2026 | Oct 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 320 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 522 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 304 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 319 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MW ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -61,999 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,441 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Quadrant Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -29,373 | -100.0% | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,191 | -100.0% | Q3 2026 | Nov 02, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,713 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Fragasso Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -24,683 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Elmwood Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -24,019 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Piedmont Capital Management, LLC/NC | History | Closed out | 0 | 0 | — | 0.05% | — | -23,136 | -100.0% | Q3 2026 | Oct 21, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Closed out | 0 | 0 | — | 0.04% | — | -22,698 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,472 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,248 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,204 | -100.0% | Q3 2026 | Oct 13, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,642 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,050 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,970 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,488 | -100.0% | Q3 2026 | Nov 04, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,608 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Syverson Strege & Co | History | Closed out | 0 | 0 | — | 0.01% | — | -14,036 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Canopy Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,646 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,881 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,151 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,147 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -2,946 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 273 | 0 | — | 0.0% | — | -2,004 | -88.01% | Q3 2026 | Oct 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 136 | 0 | — | 0.0% | — | -1,482 | -91.59% | Q3 2026 | Nov 05, 2026 |
| Gleason Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -957 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | 0.0% | — | -706 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -397 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -139 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Noble Wealth Management PBC | History | Reduced | 10 | 0 | — | — | — | -134 | -93.06% | Q3 2026 | Oct 01, 2026 |
| Root Financial Partners, LLC | History | New | 106 | 0 | — | — | — | +106 | New | Q3 2026 | Oct 21, 2026 |
| ASSETMARK, INC | History | Reduced | 195 | 0 | — | 0.0% | — | -75 | -27.78% | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 199 | 0 | — | — | — | -23 | -10.36% | Q3 2026 | Oct 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elequin Capital, LP | History | No change | 111 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 178 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dogwood Wealth Management LLC | History | No change | 209 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |