Net Lease Office Properties - NLOP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,649,290 | 18,356 | 0.0% | 0.0% | 1 | +1,982 | 0.12% | Q2 2026 | Aug 07, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 703,199 | 7,827 | 0.14% | 0.11% | 2 | +161,812 | 29.89% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 654,700 | 7,286 | 0.0% | 0.0% | 3 | -224,812 | -25.56% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 450,213 | 5,010 | 0.0% | 0.0% | 4 | +30,811 | 7.35% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 386,641 | 4,304 | 0.0% | 0.0% | 5 | +20,907 | 5.72% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | New | 384,016 | 4,274 | 0.0% | — | 6 | +384,016 | New | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 330,459 | 3,678 | 0.0% | 0.0% | 7 | +242,701 | 276.56% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 235,521 | 2,621 | 0.0% | 0.0% | 8 | -49,001 | -17.22% | Q2 2026 | Aug 14, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 186,702 | 2,077 | 0.15% | 0.13% | 9 | +26,417 | 16.48% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 185,861 | 2,068 | 0.0% | 0.0% | 10 | -117,067 | -38.65% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 182,889 | 2,035 | 0.0% | 0.0% | 11 | +10,056 | 5.82% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 172,284 | 1,917 | 0.0% | 0.0% | 12 | +82,466 | 91.81% | Q2 2026 | Aug 14, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 133,151 | 1,481 | 0.22% | 0.15% | 13 | +46,786 | 54.17% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 124,079 | 1,380 | 0.0% | 0.0% | 14 | +109,979 | 779.99% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 120,480 | 1,340 | 0.0% | 0.0% | 15 | +8,185 | 7.29% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 108,648 | 1,209 | 0.0% | 0.0% | 16 | +382 | 0.35% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Reduced | 103,820 | 1,155 | 0.0% | 0.0% | 17 | -67,948 | -39.56% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 103,308 | 1,149 | 0.0% | 0.0% | 18 | -2,538 | -2.4% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 101,979 | 1,135 | 0.0% | 0.0% | 19 | +30,705 | 43.08% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 100,703 | 1,120 | 0.0% | 0.0% | 20 | +14,477 | 16.79% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 100,533 | 1,118 | 0.0% | 0.0% | 21 | +7,901 | 8.53% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 100,449 | 1,117 | 0.0% | 0.0% | 22 | +52,949 | 111.47% | Q2 2026 | Sep 02, 2026 |
| Rangeley Capital, LLC | History | Reduced | 95,000 | 1,057 | 0.97% | 1.29% | 23 | -19,870 | -17.3% | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 84,940 | 978 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 87,275 | 972 | 0.0% | 0.0% | 25 | +16,668 | 23.61% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 86,330 | 960 | 0.0% | 0.0% | 26 | +46,026 | 114.2% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 75,746 | 843 | 0.0% | 0.0% | 27 | -17,619 | -18.87% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 69,011 | 768 | 0.0% | 0.0% | 28 | +33,534 | 94.52% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 61,880 | 688 | 0.0% | 0.0% | 29 | +49,983 | 420.13% | Q2 2026 | Aug 14, 2026 |
| Verdad Advisers, LP | History | Added to | 58,791 | 654 | 0.63% | 0.31% | 30 | +34,862 | 145.69% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 58,200 | 647 | 0.0% | 0.0% | 31 | -38,900 | -40.06% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 56,862 | 632 | 0.0% | 0.0% | 32 | +2,943 | 5.46% | Q2 2026 | Aug 06, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 55,006 | 612 | 0.03% | 0.03% | 33 | +10,659 | 24.04% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 52,674 | 586 | 0.0% | 0.0% | 34 | +29,560 | 127.89% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 50,799 | 565 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 46,900 | 521 | 0.0% | 0.0% | 36 | -11,500 | -19.69% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 44,156 | 491 | 0.0% | 0.0% | 37 | +3,817 | 9.46% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 39,743 | 442 | 0.02% | 0.03% | 38 | +1,396 | 3.64% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 39,703 | 441 | 0.0% | 0.0% | 39 | -2 | -0.01% | Q2 2026 | Jul 29, 2026 |
| JBF Capital, Inc. | History | No change | 32,228 | 358 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 31,807 | 354 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 31,751 | 353 | 0.0% | 0.0% | 42 | +3,857 | 13.83% | Q2 2026 | Aug 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 31,432 | 349 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Qube Research & Technologies Ltd | History | New | 29,552 | 328 | 0.0% | — | 44 | +29,552 | New | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 27,715 | 308 | 0.0% | 0.0% | 45 | +2,750 | 11.02% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Reduced | 27,260 | 303 | 0.0% | 0.01% | 46 | -18,114 | -39.92% | Q2 2026 | Aug 14, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 24,996 | 278 | 0.07% | 0.18% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 23,140 | 257 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 22,536 | 250 | 0.0% | 0.0% | 49 | -24,406 | -51.99% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 22,187 | 246 | 0.0% | 0.0% | 50 | -102 | -0.46% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 21,150 | 243 | 0.0% | 0.0% | 51 | +2,275 | 12.05% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 21,136 | 235 | 0.0% | 0.0% | 52 | -159 | -0.75% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 20,936 | 233 | 0.0% | 0.0% | 53 | +10,377 | 98.28% | Q2 2026 | Aug 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 20,416 | 227 | 0.01% | — | 54 | +20,416 | New | Q2 2026 | Aug 06, 2026 |
| Asset Management One Co., Ltd. | History | No change | 20,065 | 223 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 19,741 | 219 | 0.01% | 0.01% | 56 | -18,100 | -47.83% | Q2 2026 | Aug 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 19,460 | 216 | 0.01% | 0.01% | 57 | +7,155 | 58.15% | Q2 2026 | Jul 29, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 19,317 | 214 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 17,861 | 198 | 0.0% | 0.0% | 60 | +1,229 | 7.39% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 17,816 | 198 | 0.0% | 0.0% | 59 | +114 | 0.64% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | Added to | 17,448 | 194 | 0.0% | 0.0% | 61 | +6,827 | 64.28% | Q2 2026 | Aug 13, 2026 |
| Militia Capital Management LLC | History | New | 16,000 | 178 | 0.01% | — | 62 | +16,000 | New | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 14,745 | 164 | 0.0% | 0.0% | 64 | +10,338 | 234.58% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,761 | 164 | 0.0% | 0.0% | 63 | +6,821 | 85.91% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 14,500 | 161 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,446 | 160 | 0.0% | 0.0% | 66 | +2,248 | 18.43% | Q2 2026 | Jul 28, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 13,867 | 154 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 13,547 | 150 | 0.0% | 0.0% | 68 | +467 | 3.57% | Q2 2026 | Aug 03, 2026 |
| National Philanthropic Trust | History | Reduced | 12,718 | 141 | 0.0% | 0.0% | 69 | -12,497 | -49.56% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 12,159 | 135 | 0.0% | 0.0% | 70 | -20,161 | -62.38% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 11,795 | 131 | 0.0% | — | 71 | +11,795 | New | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,428 | 128 | 0.0% | 0.0% | 72 | +2,247 | 24.47% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | New | 11,284 | 125 | 0.0% | — | 73 | +11,284 | New | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,118 | 123 | 0.0% | 0.0% | 74 | +7,916 | 247.22% | Q2 2026 | Aug 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 10,673 | 118 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MetLife Investment Management, LLC | History | Added to | 9,619 | 107 | 0.0% | 0.0% | 76 | +511 | 5.61% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 9,494 | 104 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 8,908 | 99 | 0.0% | 0.0% | 78 | +803 | 9.91% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,959 | 77 | 0.0% | 0.0% | 79 | -132 | -1.86% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 6,347 | 71 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,266 | 69 | 0.0% | 0.0% | 81 | +2,501 | 66.43% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,181 | 68 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,706 | 63 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 5,434 | 60 | 0.0% | 0.0% | 84 | -120 | -2.16% | Q2 2026 | Jul 31, 2026 |
| Daytona Street Capital LLC | History | No change | 5,000 | 55 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 4,579 | 50 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,437 | 49 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 4,004 | 44 | 0.0% | — | 88 | +3,992 | 33266.67% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 3,351 | 38 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | No change | 2,800 | 31 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,556 | 29 | 0.0% | 0.0% | 91 | +1,596 | 166.25% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 2,538 | 28 | 0.0% | 0.0% | 92 | -142 | -5.3% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Reduced | 2,472 | 27 | 0.0% | 0.0% | 93 | -20 | -0.8% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,345 | 26 | 0.0% | 0.0% | 94 | -1,173 | -33.34% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,333 | 25 | 0.0% | 0.0% | 95 | +361 | 18.31% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,144 | 24 | 0.0% | 0.0% | 96 | +486 | 29.31% | Q2 2026 | Aug 14, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 1,872 | 20 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,562 | 17 | 0.0% | — | 98 | +1,487 | 1982.67% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,613 | 17 | 0.0% | 0.0% | 99 | -146 | -8.3% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,455 | 16 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,353 | 15 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 1,050 | 11 | 0.0% | — | 103 | +1,050 | New | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,025 | 11 | 0.0% | 0.0% | 102 | +524 | 104.59% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | Added to | 972 | 10 | 0.0% | 0.0% | 104 | +434 | 80.67% | Q2 2026 | Aug 10, 2026 |
| Basepoint Wealth LLC | History | Added to | 931 | 10 | 0.01% | 0.0% | 105 | +204 | 28.06% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | Reduced | 848 | 9 | 0.0% | 0.0% | 106 | -20 | -2.3% | Q2 2026 | Jul 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 725 | 8 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Capital Management LLC | History | No change | 650 | 7 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 599 | 6 | 0.0% | 0.0% | 109 | -542 | -47.5% | Q2 2026 | Jul 24, 2026 |
| Advocate Investing Services LLC | History | No change | 544 | 6 | 0.0% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 532 | 5 | 0.0% | 0.0% | 114 | -1,016 | -65.63% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 475 | 5 | 0.0% | 0.0% | 111 | -273 | -36.5% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 468 | 5 | 0.0% | 0.0% | 112 | +248 | 112.73% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 490 | 5 | 0.0% | 0.0% | 113 | +12 | 2.51% | Q2 2026 | Jul 22, 2026 |
| Avion Wealth | History | No change | 428 | 4 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | New | 282 | 3 | 0.0% | — | 124 | +282 | New | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 329 | 3 | 0.0% | — | 121 | +272 | 477.19% | Q2 2026 | Jul 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 288 | 3 | 0.0% | 0.0% | 118 | -214 | -42.63% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 276 | 3 | 0.0% | 0.0% | 120 | +123 | 80.39% | Q2 2026 | Aug 07, 2026 |
| LGT Financial Advisors LLC | History | Added to | 350 | 3 | 0.02% | 0.02% | 122 | +75 | 27.27% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 275 | 3 | 0.0% | 0.0% | 117 | +27 | 10.89% | Q2 2026 | Aug 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 345 | 3 | 0.0% | 0.0% | 116 | +6 | 1.77% | Q2 2026 | Sep 02, 2026 |
| Sunbelt Securities, Inc. | History | No change | 291 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 316 | 3 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 208 | 2 | 0.0% | 0.0% | 125 | -599 | -74.23% | Q2 2026 | Aug 24, 2026 |
| Ameritas Advisory Services, LLC | History | New | 238 | 2 | 0.0% | — | 129 | +238 | New | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 190 | 2 | 0.0% | 0.0% | 127 | +14 | 7.95% | Q2 2026 | Jul 30, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 141 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Battery Global Advisors, LLC | History | No change | 245 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | New | 160 | 1 | 0.0% | — | 147 | +160 | New | Q2 2026 | Aug 07, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 145 | 1 | 0.0% | — | 148 | +145 | New | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | New | 116 | 1 | 0.0% | — | 149 | +116 | New | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Added to | 140 | 1 | 0.0% | — | 139 | +86 | 159.26% | Q2 2026 | Jul 20, 2026 |
| CX Institutional | History | Reduced | 70 | 1 | 0.0% | 0.0% | 140 | -61 | -46.56% | Q2 2026 | Jul 01, 2026 |
| North Star Investment Management Corp. | History | Reduced | 104 | 1 | 0.0% | 0.0% | 134 | -33 | -24.09% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | Added to | 88 | 1 | 0.0% | 0.0% | 137 | +19 | 27.54% | Q2 2026 | Aug 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 156 | 1 | 0.0% | 0.0% | 146 | +18 | 13.04% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 115 | 1 | 0.0% | 0.0% | 138 | +10 | 9.52% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 78 | 1 | 0.0% | 0.0% | 131 | -8 | -9.3% | Q2 2026 | Aug 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 137 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 57 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 159 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 126 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Management Professionals, Inc. | History | No change | 98 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TSFG, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 93 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 127 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Planning,Inc | History | No change | 102 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 116 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VELA Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -133,780 | -100.0% | Q2 2026 | Aug 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,520 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,434 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,994 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -34,910 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,835 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Coronation Fund Managers Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -25,260 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,036 | -100.0% | Q2 2026 | Aug 10, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -15,000 | -100.0% | Q2 2026 | Jul 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,243 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Able Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,766 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 70 | 0 | — | 0.0% | — | -4,778 | -98.56% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -931 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 5 | 0 | — | 0.0% | — | -626 | -99.21% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -564 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -378 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -207 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Optiver Holding B.V. | History | Reduced | 42 | 0 | — | 0.0% | — | -120 | -74.07% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -109 | -98.2% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 60 | 0 | — | 0.0% | — | -100 | -62.5% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | New | 86 | 0 | — | — | — | +86 | New | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 82 | 0 | — | — | — | +82 | New | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -82 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -75 | -100.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 37 | 0 | — | 0.0% | — | -69 | -65.09% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 66 | 0 | — | — | — | +66 | New | Q2 2026 | Jul 28, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | — | — | -66 | -100.0% | Q2 2026 | Aug 12, 2026 |
| First Bancorp, Inc /ME/ | History | New | 65 | 0 | — | — | — | +65 | New | Q2 2026 | Aug 11, 2026 |
| Fulcrum Asset Management LLP | History | New | 57 | 0 | — | — | — | +57 | New | Q2 2026 | Aug 18, 2026 |
| Concord Wealth Partners | History | New | 55 | 0 | — | — | — | +55 | New | Q2 2026 | Jul 27, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1 | 0 | — | — | — | -45 | -97.83% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q2 2026 | Aug 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 43 | 0 | — | — | — | +43 | New | Q2 2026 | Jul 31, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 59 | 0 | — | 0.0% | — | -39 | -39.8% | Q2 2026 | Jul 23, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 61 | 0 | — | 0.0% | — | -37 | -37.76% | Q2 2026 | Jul 21, 2026 |
| Avalon Trust Co | History | New | 33 | 0 | — | — | — | +33 | New | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q2 2026 | Jul 16, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 44 | 0 | — | — | — | -30 | -40.54% | Q2 2026 | Aug 14, 2026 |
| Investors Portfolio Services LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | Reduced | 29 | 0 | — | — | — | -25 | -46.3% | Q2 2026 | Aug 07, 2026 |
| Johnson Financial Group, Inc. | History | New | 24 | 0 | — | — | — | +24 | New | Q2 2026 | Aug 10, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q2 2026 | Jul 22, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 84 | 0 | — | 0.0% | — | -16 | -16.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 16 | 0 | — | — | — | +15 | 1500.0% | Q2 2026 | Jul 02, 2026 |
| Nemes Rush Group LLC | History | Added to | 68 | 0 | — | — | — | +15 | 28.3% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Jul 27, 2026 |
| PlanVest Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2026 | Aug 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 28, 2026 |
| Colonial Trust Advisors | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 11, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 70 | 0 | — | — | — | +8 | 12.9% | Q2 2026 | Aug 11, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 58 | 0 | — | — | — | -7 | -10.77% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q2 2026 | Aug 13, 2026 |
| Westend Capital Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q2 2026 | Aug 04, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q2 2026 | Sep 04, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q2 2026 | Jul 22, 2026 |
| LifeSteps Financial, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 17, 2026 |
| Buck Wealth Strategies, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 30, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HM PAYSON & CO | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cheviot Value Management, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Korea Investment CORP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blume Capital Management, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCF Advisors LLC | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Independence Bank of Kentucky | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Triumph Capital Management | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| West Branch Capital LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IFS Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Osbon Capital Management LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Corp | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHP Wealth Management | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GoalVest Advisory LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bell Investment Advisors, Inc | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Colonial Trust Co / SC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Perspectives, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bare Financial Services, Inc | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tidemark, LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navigoe, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Burk Holdings LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |