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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 1,607,853 | 41,466 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 1,647,308 | 18,976 | 0.0% | 0.0% | 2 | +272,715 | 19.84% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 879,512 | 10,131 | 0.0% | — | 3 | +879,512 | New | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 541,387 | 6,237 | 0.11% | 0.23% | 4 | +16,431 | 3.13% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Added to | 419,402 | 6,183 | 0.0% | 0.0% | 5 | +4,437 | 1.07% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 365,734 | 4,214 | 0.0% | 0.0% | 6 | -59,396 | -13.97% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 302,928 | 3,489 | 0.0% | 0.0% | 7 | +139,277 | 85.11% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 284,522 | 3,277 | 0.0% | 0.0% | 8 | +214,398 | 305.74% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 172,833 | 1,990 | 0.0% | 0.0% | 9 | -21,925 | -11.26% | Q1 2026 | May 07, 2026 |
| Man Group plc | History | Added to | 171,768 | 1,978 | 0.0% | 0.0% | 10 | +113,856 | 196.6% | Q1 2026 | May 15, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 160,285 | 1,846 | 0.13% | 0.32% | 11 | +5,785 | 3.74% | Q1 2026 | May 14, 2026 |
| VELA Investment Management, LLC | History | Added to | 133,780 | 1,541 | 0.35% | 0.57% | 12 | +39,453 | 41.83% | Q1 2026 | May 08, 2026 |
| Rangeley Capital, LLC | History | Added to | 114,870 | 1,323 | 1.29% | 1.47% | 13 | +46,390 | 67.74% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 112,295 | 1,293 | 0.0% | 0.0% | 14 | +5,210 | 4.87% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 108,266 | 1,247 | 0.0% | — | 15 | +108,266 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 105,846 | 1,219 | 0.0% | 0.0% | 16 | -669 | -0.63% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 97,100 | 1,118 | 0.0% | 0.0% | 17 | +38,600 | 65.98% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 93,365 | 1,075 | 0.0% | 0.0% | 18 | +58,713 | 169.44% | Q1 2026 | May 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 92,632 | 1,067 | 0.0% | — | 19 | +92,632 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 89,818 | 1,034 | 0.0% | 0.0% | 20 | +46,316 | 106.47% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 87,758 | 1,010 | 0.0% | 0.0% | 21 | -13,976 | -13.74% | Q1 2026 | May 14, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 86,365 | 994 | 0.15% | 0.3% | 22 | +8,784 | 11.32% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 86,226 | 993 | 0.0% | — | 23 | +86,226 | New | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 84,940 | 978 | 0.03% | — | 24 | +84,940 | New | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 71,274 | 821 | 0.0% | 0.0% | 25 | +56,586 | 385.25% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 70,607 | 814 | 0.0% | 0.0% | 26 | +32,949 | 87.5% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 62,520 | 720 | 0.0% | 0.0% | 27 | +4,194 | 7.19% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 58,400 | 672 | 0.0% | 0.0% | 28 | +17,200 | 41.75% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 53,919 | 621 | 0.0% | 0.0% | 29 | -2,416 | -4.29% | Q1 2026 | May 05, 2026 |
| Marex Group plc | History | No change | 50,799 | 585 | 0.0% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 49,434 | 569 | 0.0% | 0.0% | 31 | +36,985 | 297.09% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 47,500 | 547 | 0.0% | 0.0% | 32 | +17,246 | 57.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 46,942 | 540 | 0.0% | 0.0% | 33 | +26,283 | 127.22% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 45,374 | 522 | 0.01% | 0.0% | 34 | +37,048 | 444.97% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | New | 44,347 | 510 | 0.03% | — | 35 | +44,347 | New | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 42,994 | 495 | 0.0% | — | 36 | +42,994 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 18,875 | 486 | 0.0% | 0.0% | 37 | +4,220 | 28.8% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 40,304 | 464 | 0.0% | 0.0% | 39 | +20,615 | 104.7% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 40,339 | 464 | 0.0% | 0.0% | 38 | -3,623 | -8.24% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 39,705 | 457 | 0.0% | 0.0% | 40 | +10,170 | 34.43% | Q1 2026 | Apr 27, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 38,347 | 441 | 0.03% | 0.05% | 41 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 37,841 | 435 | 0.01% | 0.03% | 42 | -12,734 | -25.18% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 35,477 | 408 | 0.0% | 0.0% | 43 | +27,352 | 336.64% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Added to | 34,910 | 402 | 0.02% | 0.02% | 44 | +16,967 | 94.56% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 32,835 | 383 | 0.0% | — | 45 | +32,835 | New | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 32,320 | 373 | 0.0% | — | 46 | +32,320 | New | Q1 2026 | May 01, 2026 |
| JBF Capital, Inc. | History | No change | 32,228 | 371 | 0.05% | 0.12% | 47 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 31,807 | 366 | 0.0% | 0.0% | 48 | +213 | 0.67% | Q1 2026 | Apr 30, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 31,432 | 362 | 0.01% | 0.02% | 49 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Reduced | 27,894 | 321 | 0.0% | 0.0% | 50 | -217 | -0.77% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | New | 25,215 | 290 | 0.0% | — | 52 | +25,215 | New | Q1 2026 | May 15, 2026 |
| Coronation Fund Managers Ltd. | History | No change | 25,260 | 290 | 0.01% | 0.03% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Reduced | 24,996 | 287 | 0.18% | 0.19% | 54 | -5,000 | -16.67% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 24,965 | 287 | 0.0% | 0.0% | 53 | -41 | -0.16% | Q1 2026 | May 12, 2026 |
| Verdad Advisers, LP | History | New | 23,929 | 275 | 0.31% | — | 55 | +23,929 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 23,114 | 266 | 0.0% | 0.0% | 56 | -1,097 | -4.53% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 23,140 | 266 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 22,289 | 256 | 0.0% | 0.0% | 58 | -509 | -2.23% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 9,916 | 255 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 21,295 | 245 | 0.0% | 0.0% | 60 | -184 | -0.86% | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | New | 21,036 | 242 | 0.06% | — | 61 | +21,036 | New | Q1 2026 | May 11, 2026 |
| Asset Management One Co., Ltd. | History | No change | 20,065 | 231 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 19,317 | 222 | 0.03% | 0.08% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 17,702 | 203 | 0.0% | 0.0% | 64 | -3,069 | -14.78% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 16,632 | 191 | 0.0% | — | 65 | +16,632 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 12,243 | 181 | 0.0% | 0.0% | 66 | +1,690 | 16.01% | Q1 2026 | Apr 30, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 15,000 | 172 | 0.08% | 0.04% | 67 | +10,000 | 200.0% | Q1 2026 | Apr 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 14,500 | 167 | 0.0% | 0.0% | 68 | -555 | -3.69% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 14,100 | 162 | 0.0% | 0.0% | 69 | -1,631 | -10.37% | Q1 2026 | May 05, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 13,867 | 159 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 13,080 | 150 | 0.0% | 0.0% | 71 | -2,544 | -16.28% | Q1 2026 | May 11, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 12,305 | 141 | 0.01% | 0.02% | 72 | +81 | 0.66% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,198 | 140 | 0.0% | 0.0% | 73 | +4,153 | 51.62% | Q1 2026 | Apr 30, 2026 |
| Point72 Asset Management, L.P. | History | New | 11,897 | 137 | 0.0% | — | 74 | +11,897 | New | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | New | 10,766 | 124 | 0.03% | — | 75 | +10,766 | New | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 10,621 | 122 | 0.0% | 0.0% | 76 | -6,595 | -38.31% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 10,673 | 122 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 10,559 | 121 | 0.0% | 0.0% | 78 | +7,258 | 219.87% | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 9,494 | 108 | 0.0% | 0.0% | 79 | +185 | 1.99% | Q1 2026 | Apr 20, 2026 |
| MetLife Investment Management, LLC | History | Added to | 9,108 | 104 | 0.0% | 0.0% | 80 | +7 | 0.08% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 9,181 | 103 | 0.0% | 0.0% | 81 | -11,512 | -55.63% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,940 | 91 | 0.0% | 0.0% | 82 | -11,843 | -59.86% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 8,105 | 91 | 0.0% | 0.0% | 83 | +2,140 | 35.88% | Q1 2026 | May 14, 2026 |
| Sandia Investment Management LP | History | No change | 3,339 | 86 | 0.21% | 0.21% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,091 | 81 | 0.0% | 0.0% | 85 | +170 | 2.46% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,181 | 71 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 6,347 | 71 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,706 | 65 | 0.0% | — | 88 | +5,706 | New | Q1 2026 | May 08, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 5,554 | 63 | 0.0% | 0.0% | 89 | -75 | -1.33% | Q1 2026 | May 13, 2026 |
| Daytona Street Capital LLC | History | No change | 5,000 | 57 | 0.04% | 0.1% | 90 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,848 | 55 | 0.0% | 0.0% | 91 | +4,602 | 1870.73% | Q1 2026 | Jun 02, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 4,579 | 52 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,437 | 51 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,407 | 50 | 0.0% | 0.0% | 94 | -7,575 | -63.22% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,765 | 43 | 0.0% | 0.0% | 95 | -923 | -19.69% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,518 | 40 | 0.0% | 0.0% | 96 | +41 | 1.18% | Q1 2026 | May 12, 2026 |
| AlphaQuest LLC | History | No change | 1,581 | 40 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 3,351 | 38 | 0.0% | 0.0% | 98 | +2,429 | 263.45% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,202 | 36 | 0.0% | 0.0% | 99 | +2,804 | 704.52% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | No change | 2,800 | 32 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 2,680 | 30 | 0.0% | 0.0% | 101 | -109 | -3.91% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 2,492 | 28 | 0.0% | 0.0% | 102 | -21,081 | -89.43% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,086 | 28 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,972 | 22 | 0.0% | 0.0% | 104 | +1,049 | 113.65% | Q1 2026 | May 15, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 1,872 | 21 | 0.0% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,759 | 20 | 0.0% | 0.0% | 106 | -35 | -1.95% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,658 | 19 | 0.0% | 0.0% | 107 | -864 | -34.26% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,548 | 18 | 0.0% | 0.0% | 108 | +1,002 | 183.52% | Q1 2026 | Apr 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,455 | 16 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 1,353 | 15 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 960 | 14 | 0.0% | 0.0% | 111 | +149 | 18.37% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,141 | 13 | 0.0% | 0.0% | 113 | +575 | 101.59% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 533 | 13 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 931 | 11 | 0.0% | 0.0% | 114 | +250 | 36.71% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 807 | 9 | 0.0% | 0.0% | 115 | -109 | -11.9% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Reduced | 868 | 9 | 0.0% | 0.0% | 116 | -16 | -1.81% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 725 | 8 | 0.0% | 0.0% | 117 | +644 | 795.06% | Q1 2026 | May 13, 2026 |
| Basepoint Wealth LLC | History | Added to | 727 | 8 | 0.0% | 0.01% | 119 | +299 | 69.86% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 748 | 8 | 0.0% | 0.0% | 118 | +253 | 51.11% | Q1 2026 | May 07, 2026 |
| Covestor Ltd | History | Added to | 631 | 7 | 0.0% | 0.0% | 121 | +377 | 148.43% | Q1 2026 | May 05, 2026 |
| Orion Capital Management LLC | History | Reduced | 650 | 7 | 0.0% | 0.01% | 120 | -143 | -18.03% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 564 | 6 | 0.0% | 0.01% | 123 | -522 | -48.07% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 538 | 6 | 0.0% | 0.0% | 122 | -247 | -31.46% | Q1 2026 | May 13, 2026 |
| Advocate Investing Services LLC | History | No change | 544 | 6 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 502 | 5 | 0.0% | 0.0% | 125 | -366 | -42.17% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 501 | 5 | 0.0% | 0.0% | 128 | +203 | 68.12% | Q1 2026 | Apr 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 478 | 5 | 0.0% | 0.0% | 126 | +13 | 2.8% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 202 | 5 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Western Wealth Management, LLC | History | New | 424 | 4 | 0.0% | — | 133 | +424 | New | Q1 2026 | May 19, 2026 |
| Advisory Services Network, LLC | History | New | 378 | 4 | 0.0% | — | 132 | +378 | New | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 160 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Avion Wealth | History | No change | 428 | 4 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 188 | 4 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LGT Financial Advisors LLC | History | Added to | 275 | 3 | 0.02% | 0.02% | 137 | +130 | 89.66% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 291 | 3 | 0.0% | 0.0% | 136 | +93 | 46.97% | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 339 | 3 | 0.0% | 0.0% | 134 | -61 | -15.25% | Q1 2026 | Apr 17, 2026 |
| Battery Global Advisors, LLC | History | No change | 245 | 3 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 316 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 207 | 2 | 0.0% | — | 145 | +207 | New | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 248 | 2 | 0.0% | 0.0% | 139 | +110 | 79.71% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 176 | 2 | 0.0% | 0.0% | 141 | +94 | 114.63% | Q1 2026 | May 06, 2026 |
| CX Institutional | History | Reduced | 131 | 2 | 0.0% | 0.0% | 142 | -2 | -1.5% | Q1 2026 | Apr 06, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 141 | 2 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 220 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Creative Capital Management Investments LLC | History | No change | 189 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 153 | 1 | 0.0% | — | 157 | +151 | 7550.0% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Added to | 111 | 1 | 0.0% | — | 168 | +105 | 1750.0% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 106 | 1 | 0.0% | — | 146 | +101 | 2020.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 105 | 1 | 0.0% | 0.0% | 156 | -91 | -46.43% | Q1 2026 | Jun 02, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 98 | 1 | 0.0% | 0.0% | 153 | -87 | -47.03% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 126 | 1 | 0.0% | 0.0% | 152 | -72 | -36.36% | Q1 2026 | Apr 17, 2026 |
| BALLAST ADVISORS LLC | History | New | 66 | 1 | 0.0% | — | 170 | +66 | New | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 100 | 1 | 0.0% | 0.0% | 159 | -59 | -37.11% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 138 | 1 | 0.0% | 0.0% | 167 | +49 | 55.06% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | New | 48 | 1 | 0.0% | — | 169 | +48 | New | Q1 2026 | Apr 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 57 | 1 | 0.0% | — | 149 | +46 | 418.18% | Q1 2026 | May 01, 2026 |
| North Star Investment Management Corp. | History | Added to | 137 | 1 | 0.0% | 0.0% | 151 | +41 | 42.71% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | Added to | 69 | 1 | 0.0% | 0.0% | 155 | +33 | 91.67% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Added to | 162 | 1 | 0.0% | 0.0% | 163 | +24 | 17.39% | Q1 2026 | Jun 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 160 | 1 | 0.0% | 0.0% | 160 | -23 | -12.57% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 98 | 1 | 0.0% | 0.0% | 158 | +16 | 19.51% | Q1 2026 | Apr 27, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 137 | 1 | 0.0% | 0.0% | 147 | -6 | -4.2% | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | No change | 86 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 159 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Management Professionals, Inc. | History | No change | 98 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 98 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Spire Wealth Management | History | No change | 93 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 127 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Asset Planning,Inc | History | No change | 102 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 116 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Asset Value Investors Ltd | History | Closed out | 0 | 0 | — | 16.79% | — | -762,328 | -100.0% | Q1 2026 | Apr 09, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.35% | — | -516,008 | -100.0% | Q1 2026 | May 15, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 2.01% | — | -84,801 | -100.0% | Q1 2026 | May 12, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -79,805 | -100.0% | Q1 2026 | May 13, 2026 |
| Marnell Management LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -68,027 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -23,733 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,632 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,129 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,803 | -100.0% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 50 | 0 | — | 0.0% | — | -4,539 | -98.91% | Q1 2026 | May 04, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -1,102 | -100.0% | Q1 2026 | May 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -872 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -468 | -100.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 39 | 0 | — | 0.0% | — | -287 | -88.04% | Q1 2026 | Apr 24, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 65 | 0 | — | 0.0% | — | -126 | -65.97% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 57 | 0 | — | 0.0% | — | -107 | -65.24% | Q1 2026 | Apr 06, 2026 |
| CENTRAL TRUST Co | History | New | 82 | 0 | — | — | — | +82 | New | Q1 2026 | Apr 17, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 46 | 0 | — | — | — | +45 | 4500.0% | Q1 2026 | May 06, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 11 | 0 | — | 0.0% | — | -36 | -76.6% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 75 | 0 | — | 0.0% | — | +32 | 74.42% | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | Added to | 33 | 0 | — | — | — | +32 | 3200.0% | Q1 2026 | Apr 13, 2026 |
| MTM Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q1 2026 | May 06, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 62 | 0 | — | — | — | +30 | 93.75% | Q1 2026 | May 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | May 12, 2026 |
| Nemes Rush Group LLC | History | Added to | 53 | 0 | — | — | — | +25 | 89.29% | Q1 2026 | Apr 21, 2026 |
| Networth Advisors, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | Apr 22, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 04, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 11 | 0 | — | — | — | -18 | -62.07% | Q1 2026 | May 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | Apr 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 11, 2026 |
| American Capital Advisory, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 12, 2026 |
| PlanVest Financial, Inc | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 08, 2026 |
| Quent Capital, LLC | History | Reduced | 54 | 0 | — | 0.0% | — | -9 | -14.29% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 42 | 0 | — | — | — | +9 | 27.27% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 1 | 0 | — | — | — | -6 | -85.71% | Q1 2026 | Apr 16, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 65 | 0 | — | 0.0% | — | -6 | -8.45% | Q1 2026 | Apr 28, 2026 |
| JPL Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 12 | 0 | — | — | — | -2 | -14.29% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | May 08, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GODSEY & GIBB, INC | History | No change | 40 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HM PAYSON & CO | History | No change | 72 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cheviot Value Management, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Korea Investment CORP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Blume Capital Management, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MCF Advisors LLC | History | No change | 58 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | No change | 54 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 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 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| West Branch Capital LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Truvestments Capital LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFS Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Osbon Capital Management LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | No change | 63 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GoalVest Advisory LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Addison Advisors LLC | History | No change | 75 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | No change | 44 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | No change | 42 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 67 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 64 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Navigoe, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |