Mistras Group, Inc. - MG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mill Road Capital Management LLC | History | No change | 1,929,509 | 33,708 | 16.64% | 16.64% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,700,793 | 29,715 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 1,580,728 | 27,615 | 0.22% | 0.22% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | No change | 1,448,154 | 25,299 | 21.53% | 21.53% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 1,166,197 | 20,373 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IES Holdings, Inc. | History | No change | 1,124,235 | 19,640 | 6.32% | 6.32% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,052,512 | 18,387 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 656,032 | 11,460 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Eagle Investment Management, LLC | History | No change | 553,855 | 9,675 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 510,059 | 8,912 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 465,887 | 8,139 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 389,488 | 6,804 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 385,924 | 6,742 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 354,371 | 6,190 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 282,880 | 4,941 | 0.9% | 0.9% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 276,512 | 4,825 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 275,749 | 4,817 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 267,586 | 4,674 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearline Capital LP | History | No change | 267,460 | 4,672 | 0.28% | 0.28% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 257,127 | 4,492 | 0.59% | 0.59% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALGERT GLOBAL LLC | History | No change | 232,669 | 4,064 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 225,494 | 3,939 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 202,243 | 3,533 | 0.55% | 0.55% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 201,968 | 3,528 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 171,187 | 2,990 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 161,333 | 2,818 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 149,648 | 2,614 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 149,357 | 2,609 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 148,400 | 2,592 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 143,262 | 2,502 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 139,955 | 2,445 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 130,002 | 2,271 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 113,834 | 1,988 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 111,207 | 1,942 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 109,080 | 1,905 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 105,898 | 1,850 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 102,700 | 1,794 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 101,998 | 1,781 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Informed Momentum Co LLC | History | No change | 92,457 | 1,615 | 0.14% | 0.14% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legato Capital Management LLC | History | No change | 86,529 | 1,511 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 86,445 | 1,510 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS Group AG | History | No change | 84,463 | 1,475 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 83,409 | 1,457 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 79,701 | 1,392 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 79,219 | 1,383 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 77,889 | 1,360 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 71,900 | 1,256 | 0.42% | 0.42% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raiffeisen Bank International AG | History | No change | 65,000 | 1,184 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Juniper Investment Company, LLC | History | No change | 61,138 | 1,068 | 0.28% | 0.28% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 60,219 | 1,052 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RBF Capital, LLC | History | No change | 55,000 | 960 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 54,802 | 957 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 50,134 | 875 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 49,965 | 872 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 44,226 | 772 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 45,011 | 732 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | No change | 40,734 | 711 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concentric Capital Strategies, LP | History | No change | 39,545 | 690 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellsworth Advisors, LLC | History | No change | 42,316 | 679 | 0.11% | 0.11% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 37,245 | 650 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 35,400 | 618 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Values First Advisors, Inc. | History | No change | 34,598 | 604 | 0.28% | 0.28% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 34,501 | 603 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Verdad Advisers, LP | History | No change | 34,526 | 603 | 0.58% | 0.58% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 34,410 | 601 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trexquant Investment LP | History | No change | 33,379 | 583 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 31,972 | 558 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 28,605 | 500 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Invesco Ltd. | History | No change | 27,084 | 473 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 27,131 | 473 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 26,600 | 464 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 24,884 | 434 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EntryPoint Capital, LLC | History | No change | 22,015 | 384 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 20,968 | 366 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 20,000 | 349 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 19,651 | 343 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 19,227 | 335 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 18,938 | 330 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 18,797 | 328 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 18,176 | 317 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | No change | 17,971 | 313 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 17,120 | 299 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 16,957 | 296 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 16,460 | 287 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banco Santander, S.A. | History | No change | 16,392 | 286 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,533 | 254 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 14,268 | 249 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 13,151 | 229 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 15,480 | 228 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 13,018 | 227 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,635 | 203 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,559 | 184 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 10,427 | 182 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,873 | 143 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 8,210 | 143 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 8,152 | 142 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 7,518 | 131 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,490 | 122 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,056 | 105 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,967 | 104 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 5,299 | 92 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,076 | 88 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Wyoming | History | No change | 4,087 | 71 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,520 | 61 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 3,264 | 57 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,280 | 57 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOM Asset Management Ltd | History | No change | 3,000 | 52 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,870 | 49 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 2,361 | 41 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legal & General Group Plc | History | No change | 1,727 | 30 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,765 | 30 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,607 | 28 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 964 | 16 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 527 | 9 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 437 | 7 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 377 | 7 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | No change | 280 | 4 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Colonial Trust Advisors | History | No change | 192 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 120 | 2 | 0.0% | — | 120 | +89 | 287.1% | Q3 2026 | Oct 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 154 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Arax Advisory Partners | History | No change | 155 | 2 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 120 | 2 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | No change | 121 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Torren Management, LLC | History | No change | 126 | 2 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 66 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 78 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 75 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essential Partners LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| True Wealth Design, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |