MONRO, INC. - MNRO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
ICAHN CARL C History No change 5,078,573 86,894 1.05% 1.05% 1 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 2,740,858 46,896 0.42% 0.42% 2 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 2,618,838 44,808 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
Estuary Capital Management LP History No change 1,494,315 25,567 4.34% 4.34% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,433,169 24,521 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,288,545 22,047 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,071,947 18,340 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 996,344 17,047 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 995,201 17,027 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 919,751 15,740 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 903,916 15,466 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 22, 2026
Bank of New York Mellon Corp History No change 889,533 15,219 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 733,866 12,556 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 593,912 10,161 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 568,161 9,721 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 503,500 8,614 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History No change 493,244 8,439 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 466,219 7,977 0.01% 0.01% 18 0 0.0% Q2 2026 Sep 02, 2026
DEPRINCE RACE & ZOLLO INC History No change 464,579 7,948 0.13% 0.13% 19 0 0.0% Q2 2026 Aug 20, 2026
TWO SIGMA INVESTMENTS, LP History No change 462,650 7,915 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
Union Square Park Capital Management, LLC History No change 425,000 7,271 2.62% 2.62% 21 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 406,380 6,953 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 403,003 6,895 0.11% 0.11% 23 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 399,600 6,837 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 337,202 5,769 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 06, 2026
MILLENNIUM MANAGEMENT LLC History No change 329,316 5,634 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Cygnus Capital Advisors, LLC History No change 304,495 5,209 3.54% 3.54% 27 0 0.0% Q2 2026 Sep 03, 2026
NORTHERN TRUST CORP History No change 300,023 5,133 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 266,373 4,557 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 256,170 4,383 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 247,511 4,234 0.31% 0.31% 31 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 247,021 4,226 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 07, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 243,265 4,162 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 242,172 4,143 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 215,539 3,687 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 203,861 3,488 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 200,963 3,438 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 13, 2026
Beartown Capital Management, LLC History No change 200,000 3,422 1.5% 1.5% 38 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 196,111 3,355 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 194,222 3,323 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 193,851 3,316 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 185,187 3,168 0.0% 0.0% 42 0 0.0% Q2 2026 Sep 02, 2026
BESSEMER GROUP INC History No change 178,471 3,054 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 173,998 2,977 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 14, 2026
ING GROEP NV History No change 150,000 2,566 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 144,467 2,471 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
Panoramic Capital, LLC History No change 143,663 2,458 1.06% 1.06% 47 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 139,734 2,390 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 05, 2026
Invesco Ltd. History No change 128,559 2,199 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Weiss Asset Management LP History No change 124,463 2,129 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 114,191 1,953 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 105,230 1,800 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 103,679 1,773 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
Pullen Investment Management, LLC History No change 100,090 1,712 0.79% 0.79% 54 0 0.0% Q2 2026 Jul 28, 2026
Rangeley Capital, LLC History No change 96,500 1,651 1.51% 1.51% 55 0 0.0% Q2 2026 Aug 14, 2026
Madison Avenue Partners, LP History No change 95,966 1,641 0.07% 0.07% 56 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 89,833 1,537 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 75,399 1,290 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 66,766 1,142 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 63,745 1,081 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 63,001 1,077 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Penn Capital Management Company, LLC History No change 62,577 1,070 0.07% 0.07% 62 0 0.0% Q2 2026 Jul 30, 2026
BARCLAYS PLC History No change 57,871 990 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Teton Advisors, LLC History No change 57,000 975 0.56% 0.56% 64 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 55,658 953 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Pacific Ridge Capital Partners, LLC History No change 51,883 887 0.16% 0.16% 66 0 0.0% Q2 2026 Aug 12, 2026
Cannon Global Investment Management, LLC History No change 50,234 859 2.43% 2.43% 67 0 0.0% Q2 2026 Jul 30, 2026
Lewis Asset Management, LLC History No change 49,855 853 0.3% 0.3% 68 0 0.0% Q2 2026 Jul 21, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 47,334 809 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
Atom Investors LP History No change 47,047 804 0.07% 0.07% 70 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 46,623 797 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
SummerHaven Investment Management, LLC History No change 45,309 775 0.42% 0.42% 72 0 0.0% Q2 2026 Jul 21, 2026
Inspire Investing, LLC History No change 39,626 678 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 12, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 38,000 650 0.04% 0.04% 74 0 0.0% Q2 2026 Jul 31, 2026
RHUMBLINE ADVISERS History No change 35,962 615 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 11, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History No change 34,450 589 0.09% 0.09% 76 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 27,704 474 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 27,459 469 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 27,190 465 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 28,290 453 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 25,863 442 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 24,800 424 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 04, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 22,826 390 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 22,391 383 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 07, 2026
1620 INVESTMENT ADVISORS, INC. History No change 22,362 382 0.24% 0.24% 85 0 0.0% Q2 2026 Jul 14, 2026
Clear Harbor Asset Management, LLC History No change 21,500 367 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 20,421 349 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
Counterpoint Mutual Funds LLC History No change 19,117 327 0.03% 0.03% 88 0 0.0% Q2 2026 Jul 20, 2026
Rafferty Asset Management, LLC History No change 19,060 326 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 18,005 307 0.0% 0.0% 90 0 0.0% Q2 2026 Jul 20, 2026
Shay Capital LLC History No change 18,000 307 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History No change 17,640 302 0.17% 0.17% 92 0 0.0% Q2 2026 Aug 07, 2026
CAXTON ASSOCIATES LLP History No change 17,275 295 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Funds Management Pty Ltd History No change 17,100 292 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 16,673 285 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 15,697 268 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History No change 15,300 261 0.01% 0.01% 97 0 0.0% Q2 2026 Jul 30, 2026
IEQ CAPITAL, LLC History No change 14,139 241 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 14,325 240 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 15, 2026
CITIGROUP INC History No change 13,775 235 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 03, 2026
Tower Research Capital LLC (TRC) History No change 12,479 213 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 11, 2026
Baird Financial Group, Inc. History No change 12,104 207 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History No change 11,925 204 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 11,902 203 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 11,506 196 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 11,437 195 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 19, 2026
Tidal Investments LLC History No change 11,131 190 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
Advisor OS, LLC History No change 10,303 176 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 05, 2026
FEDERATED HERMES, INC. History No change 10,240 175 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 9,050 154 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 29, 2026
Mirae Asset Global Investments Co., Ltd. History No change 9,000 153 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 22, 2026
ROYAL BANK OF CANADA History No change 8,879 152 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 8,264 141 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 23, 2026
State of Tennessee, Department of Treasury History No change 6,849 117 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History No change 6,700 114 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 30, 2026
Aquatic Capital Management LLC History No change 6,630 113 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 6,250 106 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 30, 2026
GAMMA Investing LLC History No change 5,933 101 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 07, 2026
SIGNATUREFD, LLC History No change 5,658 96 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 23, 2026
Federation des caisses Desjardins du Quebec History No change 5,546 94 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,239 90 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 10, 2026
PenderFund Capital Management Ltd. History No change 5,000 85 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
Central Pacific Bank - Trust Division History No change 4,000 68 0.01% 0.01% 123 0 0.0% Q2 2026 Jul 07, 2026
Arax Advisory Partners History No change 3,538 60 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 3,422 58 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 3,235 55 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 3,103 53 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 2,497 42 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 2,347 40 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 2,101 35 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 17, 2026
North Star Investment Management Corp. History No change 2,000 34 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 2,045 34 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 17, 2026
Parallel Advisors, LLC History No change 1,879 32 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,456 25 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,438 24 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,195 20 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 1,124 19 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 24, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,022 17 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 1,000 17 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,003 17 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 989 16 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 11, 2026
Sankala Group LLC History No change 1,014 11 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 18, 2026
Sterling Capital Management LLC History No change 528 9 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 543 9 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 07, 2026
Caitong International Asset Management Co., Ltd History No change 534 9 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 04, 2026
US BANCORP \DE\ History No change 365 6 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 400 6 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History No change 357 6 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 16, 2026
Versant Capital Management, Inc History Reduced 405 5 0.0% 0.0% 151 -459 -53.13% Q3 2026 Oct 01, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 344 5 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 24, 2026
IFP Advisors, Inc History No change 308 5 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 20, 2026
Fortitude Family Office, LLC History No change 295 5 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 20, 2026
Essential Partners LLC History No change 332 5 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 247 4 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 236 4 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 218 4 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 123 2 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 160 2 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 167 2 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 150 2 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 04, 2026
Optiver Holding B.V. History No change 120 2 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 102 1 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History No change 72 1 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 02, 2026
ROTHSCHILD INVESTMENT LLC History No change 40 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Plante Moran Financial Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Larson Financial Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Cedar Mountain Advisors, LLC History No change 32 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Davis Capital Management History No change 2 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
SBI Securities Co., Ltd. History No change 29 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Spire Wealth Management History No change 50 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Evolution Advisers, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Quarry LP History No change 51 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 17 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Investors Portfolio Services LLC History No change 49 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 40 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
BAYBAN History No change 18 0 — — — 0 0.0% Q2 2026 Jul 30, 2026