TPG Mortgage Investment Trust, Inc. - MITT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PharVision Advisers, LLC | History | Reduced | 13,271 | 105,106 | 1.98% | 1.3% | 1 | -4,294 | -24.45% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | Added to | 2,618,326 | 20,737 | 0.0% | 0.0% | 2 | +149,083 | 6.04% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,316,400 | 10,425 | 0.0% | 0.0% | 3 | +56,817 | 4.51% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 802,209 | 6,355 | 0.0% | 0.0% | 4 | +12,189 | 1.54% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 695,474 | 5,508 | 0.0% | 0.0% | 5 | +332,574 | 91.64% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 633,262 | 5,164 | 0.0% | 0.0% | 6 | +18,831 | 3.06% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 511,533 | 4,051 | 0.0% | 0.0% | 7 | +88,136 | 20.82% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 410,208 | 3,248 | 0.0% | 0.0% | 8 | +124,932 | 43.79% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 319,393 | 2,530 | 0.0% | 0.0% | 9 | +18,600 | 6.18% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 289,257 | 2,290 | 0.0% | 0.0% | 10 | +197,600 | 215.59% | Q2 2026 | Aug 13, 2026 |
| TPG GP A, LLC | History | No change | 288,290 | 2,283 | 0.05% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 280,315 | 2,220 | 0.0% | 0.0% | 12 | +195,248 | 229.52% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 256,262 | 2,029 | 0.0% | 0.0% | 13 | +3,519 | 1.39% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 229,946 | 1,821 | 0.0% | 0.0% | 14 | -76,050 | -24.85% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 213,722 | 1,692 | 0.01% | 0.0% | 15 | +65,523 | 44.21% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 210,602 | 1,667 | 0.0% | 0.0% | 16 | +11,022 | 5.52% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 206,120 | 1,632 | 0.0% | 0.0% | 17 | +4,967 | 2.47% | Q2 2026 | Aug 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 202,475 | 1,603 | 0.0% | 0.0% | 18 | +37,440 | 22.69% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 190,642 | 1,509 | 0.0% | 0.0% | 19 | +69,053 | 56.79% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 189,215 | 1,498 | 0.0% | 0.0% | 20 | -119,852 | -38.78% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 174,253 | 1,380 | 0.0% | 0.0% | 21 | +6,241 | 3.71% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 161,240 | 1,277 | 0.01% | 0.01% | 22 | +11,943 | 8.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 147,423 | 1,168 | 0.07% | 0.05% | 23 | +37,273 | 33.84% | Q2 2026 | Aug 06, 2026 |
| Odyssean, LLC | History | Added to | 101,269 | 802 | 0.13% | 0.08% | 24 | +69,639 | 220.17% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 90,529 | 716 | 0.0% | 0.0% | 25 | +1,078 | 1.21% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 86,826 | 687 | 0.0% | 0.0% | 26 | +10,538 | 13.81% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 75,965 | 601 | 0.0% | 0.0% | 27 | +6,347 | 9.12% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 75,621 | 598 | 0.0% | 0.0% | 28 | +31,900 | 72.96% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 72,679 | 576 | 0.0% | 0.0% | 29 | +23,251 | 47.04% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 58,314 | 462 | 0.0% | 0.0% | 30 | +832 | 1.45% | Q2 2026 | Jul 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 57,722 | 458 | 0.0% | 0.0% | 31 | +3,991 | 7.43% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,675 | 401 | 0.0% | 0.0% | 32 | +44,574 | 730.6% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 49,117 | 389 | 0.0% | 0.0% | 33 | +13,552 | 38.1% | Q2 2026 | Aug 12, 2026 |
| MARINER INVESTMENT GROUP LLC | History | No change | 48,094 | 380 | 0.08% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nuveen, LLC | History | No change | 48,023 | 380 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Reduced | 46,918 | 371 | 0.0% | 0.0% | 36 | -32,963 | -41.27% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 45,793 | 362 | 0.0% | 0.0% | 37 | +425 | 0.94% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 45,367 | 359 | 0.0% | 0.0% | 38 | +3,400 | 8.1% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 42,767 | 338 | 0.0% | 0.0% | 39 | -15,959 | -27.18% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 39,028 | 309 | 0.0% | 0.0% | 40 | -7,149 | -15.48% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 37,150 | 294 | 0.0% | 0.0% | 41 | -23,076 | -38.32% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 35,536 | 281 | 0.0% | 0.0% | 42 | -7,005 | -16.47% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 35,100 | 277 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 34,816 | 275 | 0.0% | 0.0% | 44 | -591 | -1.67% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Reduced | 34,663 | 274 | 0.0% | 0.0% | 45 | -8,474 | -19.64% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 33,400 | 264 | 0.0% | 0.0% | 46 | -246,482 | -88.07% | Q2 2026 | Sep 02, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 11,805 | 253 | 0.05% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 31,647 | 250 | 0.0% | 0.0% | 48 | +14,622 | 85.89% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 31,059 | 245 | 0.01% | 0.01% | 49 | +1,937 | 6.65% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 30,319 | 240 | 0.0% | 0.0% | 50 | +20,687 | 214.77% | Q2 2026 | Aug 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 29,947 | 237 | 0.0% | 0.0% | 51 | +4,444 | 17.43% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 29,244 | 231 | 0.0% | 0.0% | 52 | -14,102 | -32.53% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 26,869 | 212 | 0.0% | 0.0% | 53 | +6,444 | 31.55% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 25,466 | 201 | 0.0% | 0.0% | 54 | +9,674 | 61.26% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 25,109 | 198 | 0.0% | 0.0% | 55 | -39,320 | -61.03% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 22,253 | 176 | 0.0% | 0.0% | 56 | +12,693 | 132.77% | Q2 2026 | Aug 17, 2026 |
| XTX Topco Ltd | History | Reduced | 21,714 | 171 | 0.0% | 0.0% | 57 | -3,835 | -15.01% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 20,931 | 165 | 0.0% | 0.0% | 58 | +465 | 2.27% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | New | 20,457 | 162 | 0.0% | — | 59 | +20,457 | New | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 21,170 | 154 | 0.0% | 0.0% | 60 | +900 | 4.44% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 19,112 | 151 | 0.0% | — | 61 | +19,112 | New | Q2 2026 | Aug 07, 2026 |
| Graham Capital Management, L.P. | History | Added to | 17,940 | 142 | 0.0% | 0.0% | 62 | +1,086 | 6.44% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,818 | 133 | 0.0% | 0.0% | 63 | -8,162 | -32.67% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 16,601 | 131 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Engineers Gate Manager LP | History | Reduced | 15,683 | 124 | 0.0% | 0.0% | 65 | -15,430 | -49.59% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 15,429 | 122 | 0.0% | 0.0% | 66 | -467 | -2.94% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | Added to | 14,533 | 115 | 0.0% | 0.0% | 67 | +384 | 2.71% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 14,434 | 114 | 0.0% | 0.0% | 68 | +382 | 2.72% | Q2 2026 | Aug 07, 2026 |
| DENALI ADVISORS LLC | History | New | 14,009 | 110 | 0.01% | — | 69 | +14,009 | New | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Added to | 13,836 | 109 | 0.0% | 0.0% | 70 | +12,495 | 931.77% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 13,799 | 109 | 0.0% | 0.0% | 71 | +45 | 0.33% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,706 | 108 | 0.0% | 0.0% | 72 | +2,523 | 22.56% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,066 | 103 | 0.0% | 0.0% | 73 | +392 | 3.09% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 12,423 | 100 | 0.0% | 0.0% | 74 | -185,330 | -93.72% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,573 | 91 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 11,374 | 90 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,630 | 89 | 0.0% | — | 77 | +11,630 | New | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | New | 10,707 | 84 | 0.0% | — | 78 | +10,707 | New | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,416 | 82 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,232 | 65 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,088 | 64 | 0.0% | 0.0% | 81 | +481 | 6.32% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 6,546 | 47 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | No change | 5,400 | 42 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,100 | 40 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,479 | 27 | 0.0% | 0.0% | 85 | +1,470 | 73.17% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,154 | 25 | 0.0% | — | 86 | +3,154 | New | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 3,028 | 23 | 0.0% | 0.0% | 87 | +620 | 25.75% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 2,891 | 22 | 0.0% | — | 89 | +2,891 | New | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,820 | 22 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,872 | 14 | 0.0% | 0.0% | 90 | -1,293 | -40.85% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,700 | 13 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Inspire Investing, LLC | History | No change | 1,500 | 11 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 1,043 | 8 | 0.0% | — | 93 | +1,043 | New | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 810 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 732 | 5 | 0.0% | 0.0% | 96 | +366 | 100.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 680 | 5 | 0.0% | 0.0% | 95 | +240 | 54.55% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 581 | 4 | 0.0% | — | 101 | +581 | New | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 604 | 4 | 0.0% | 0.0% | 97 | -343 | -36.22% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Added to | 591 | 4 | 0.0% | 0.0% | 98 | +290 | 96.35% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 543 | 4 | 0.0% | 0.0% | 100 | +106 | 24.26% | Q2 2026 | Jul 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 537 | 4 | 0.0% | 0.0% | 99 | +24 | 4.68% | Q2 2026 | Jul 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 401 | 3 | 0.0% | 0.0% | 102 | -1,147 | -74.1% | Q2 2026 | Aug 24, 2026 |
| Essential Partners LLC | History | Reduced | 379 | 3 | 0.0% | 0.0% | 103 | -36 | -8.67% | Q2 2026 | Aug 10, 2026 |
| Montgomery Financial Services LLC | History | New | 300 | 2 | 0.0% | — | 105 | +300 | New | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Added to | 203 | 2 | 0.0% | 0.0% | 104 | +92 | 82.88% | Q2 2026 | Aug 07, 2026 |
| FEDERATED HERMES, INC. | History | New | 234 | 1 | 0.0% | — | 108 | +234 | New | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | New | 200 | 1 | 0.0% | — | 109 | +200 | New | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 128 | 1 | 0.0% | — | 106 | +97 | 312.9% | Q2 2026 | Aug 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 133 | 1 | 0.0% | — | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -226,365 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -89,326 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Northern Right Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.17% | — | -63,951 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,427 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,888 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -11,200 | -100.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,169 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,662 | -100.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,133 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -712 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 2 | 0 | — | 0.0% | — | -296 | -99.33% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -79 | -100.0% | Q2 2026 | Jul 29, 2026 |
| True Wealth Design, LLC | History | Added to | 73 | 0 | — | — | — | +69 | 1725.0% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | Added to | 84 | 0 | — | — | — | +43 | 104.88% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 119 | 0 | — | — | — | +23 | 23.96% | Q2 2026 | Jul 17, 2026 |
| JPL Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 09, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |