Nano Nuclear Energy Inc. - NNE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | Added to | 3,819,847 | 80,751 | 0.05% | 0.05% | 1 | +810,022 | 26.91% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,492,260 | 73,826 | 0.0% | 0.0% | 2 | +572,797 | 19.62% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,053,865 | 64,558 | 0.08% | 0.08% | 3 | +45,674 | 1.52% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,153,000 | 45,514 | 0.0% | 0.0% | 4 | +1,091,600 | 102.85% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,851,214 | 39,134 | 0.0% | 0.0% | 5 | +331,992 | 21.85% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,717,005 | 36,297 | 0.0% | 0.0% | 6 | +63,964 | 3.87% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,413,822 | 29,888 | 0.0% | 0.0% | 7 | +484,043 | 52.06% | Q2 2026 | Sep 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,102,082 | 23,302 | 0.0% | 0.0% | 8 | +169,502 | 18.18% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 1,034,598 | 21,871 | 0.0% | 0.0% | 9 | +157,924 | 18.01% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 742,356 | 15,693 | 0.0% | 0.0% | 10 | +72,324 | 10.79% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 645,963 | 13,655 | 0.0% | 0.0% | 11 | +64,379 | 11.07% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 607,131 | 12,834 | 0.06% | 0.09% | 12 | +19,344 | 3.29% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 372,231 | 7,868 | 0.0% | 0.0% | 13 | +45,790 | 14.03% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 342,472 | 7,239 | 0.0% | 0.0% | 14 | +59,069 | 20.84% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | Reduced | 306,520 | 6,479 | 0.01% | 0.01% | 15 | -26,593 | -7.98% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 287,211 | 6,071 | 0.0% | 0.0% | 16 | -23,100 | -7.44% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 267,503 | 5,655 | 0.0% | 0.0% | 17 | +6,349 | 2.43% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 256,606 | 5,424 | 0.0% | 0.0% | 18 | -2,120 | -0.82% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 247,368 | 5,229 | 0.0% | 0.0% | 19 | +166,120 | 204.46% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 227,600 | 4,811 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 184,800 | 3,906 | 0.0% | 0.0% | 21 | +34,800 | 23.2% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 184,444 | 3,899 | 0.0% | 0.0% | 22 | +31,974 | 20.97% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | Added to | 173,048 | 3,658 | 0.01% | 0.0% | 23 | +110,258 | 175.6% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | Added to | 172,444 | 3,645 | 0.01% | 0.01% | 24 | +70,470 | 69.11% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 171,932 | 3,634 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Regal Partners Ltd | History | Reduced | 142,033 | 3,002 | 0.17% | 1.09% | 26 | -836,168 | -85.48% | Q2 2026 | Aug 13, 2026 |
| Defiance ETFs, LLC | History | Added to | 144,289 | 2,993 | 0.04% | 0.01% | 27 | +95,305 | 194.56% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 134,565 | 2,844 | 0.0% | 0.0% | 28 | -154,243 | -53.41% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 133,098 | 2,813 | 0.0% | 0.0% | 29 | +24,663 | 22.74% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 130,656 | 2,762 | 0.0% | 0.0% | 30 | -152,566 | -53.87% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 129,433 | 2,736 | 0.01% | 0.01% | 31 | -3,788 | -2.84% | Q2 2026 | Jul 27, 2026 |
| Crawford Fund Management, LLC | History | Added to | 119,000 | 2,515 | 0.39% | 0.25% | 32 | +56,000 | 88.89% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 103,713 | 2,192 | 0.0% | 0.0% | 33 | -4,630 | -4.27% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 102,184 | 2,160 | 0.0% | 0.0% | 34 | +19,519 | 23.61% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 101,570 | 2,147 | 0.0% | 0.0% | 35 | -7,430 | -6.82% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | New | 100,516 | 2,124 | 0.07% | — | 36 | +100,516 | New | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | Added to | 95,279 | 2,014 | 0.01% | 0.0% | 37 | +47,069 | 97.63% | Q2 2026 | Aug 03, 2026 |
| Voleon Capital Management LP | History | New | 93,023 | 1,966 | 0.04% | — | 38 | +93,023 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 81,473 | 1,778 | 0.0% | 0.0% | 39 | -233 | -0.29% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | Added to | 83,600 | 1,767 | 0.0% | 0.0% | 40 | +4,500 | 5.69% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 80,823 | 1,708 | 0.0% | 0.0% | 41 | +31,590 | 64.16% | Q2 2026 | Aug 03, 2026 |
| SHARPEPOINT LLC | History | Reduced | 74,695 | 1,579 | 0.79% | 1.2% | 42 | -23,261 | -23.75% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 73,844 | 1,561 | 0.0% | 0.0% | 43 | +70,455 | 2078.93% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 64,066 | 1,354 | 0.0% | 0.0% | 44 | +1,659 | 2.66% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 63,266 | 1,337 | 0.0% | 0.0% | 45 | +2,993 | 4.97% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Partners, LLC | History | Added to | 61,030 | 1,290 | 0.09% | 0.06% | 46 | +22,830 | 59.76% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 60,669 | 1,282 | 0.0% | 0.0% | 47 | +24,949 | 69.85% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 60,068 | 1,269 | 0.0% | 0.0% | 48 | +9,068 | 17.78% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 56,057 | 1,185 | 0.0% | 0.0% | 49 | +8,213 | 17.17% | Q2 2026 | Aug 11, 2026 |
| Legacy Advisors, LLC | History | Reduced | 53,492 | 1,130 | 0.11% | 0.13% | 50 | -16 | -0.03% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 51,236 | 1,083 | 0.0% | 0.0% | 51 | -18,170 | -26.18% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 50,706 | 1,072 | 0.0% | 0.0% | 52 | -18,186 | -26.4% | Q2 2026 | Aug 07, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Added to | 48,565 | 1,026 | 0.01% | 0.01% | 53 | +6,247 | 14.76% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 48,507 | 1,025 | 0.0% | 0.0% | 54 | -47,310 | -49.38% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 48,166 | 1,018 | 0.0% | 0.0% | 55 | +14,599 | 43.49% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 47,898 | 1,012 | 0.0% | 0.0% | 56 | +10,424 | 27.82% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 48,000 | 983 | 0.0% | 0.0% | 57 | +12,200 | 34.08% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 45,758 | 967 | 0.0% | 0.0% | 58 | +9,904 | 27.62% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 43,558 | 920 | 0.0% | 0.0% | 59 | -4,850 | -10.02% | Q2 2026 | Jul 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 42,149 | 892 | 0.0% | 0.0% | 60 | +7,116 | 20.31% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 39,642 | 838 | 0.0% | 0.0% | 61 | -1,609 | -3.9% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,119 | 826 | 0.01% | 0.01% | 62 | +3,312 | 9.25% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | Added to | 38,809 | 820 | 0.0% | 0.0% | 63 | +2,866 | 7.97% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 36,796 | 777 | 0.02% | — | 64 | +36,796 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,866 | 772 | 0.0% | 0.0% | 65 | +8,258 | 26.98% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Reduced | 34,717 | 733 | 0.01% | 0.02% | 66 | -56 | -0.16% | Q2 2026 | Jul 27, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 33,896 | 716 | 0.0% | 0.01% | 67 | -40,613 | -54.51% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 32,480 | 686 | 0.0% | 0.0% | 68 | +440 | 1.37% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 31,975 | 675 | 0.0% | 0.0% | 69 | +15 | 0.05% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | New | 31,757 | 671 | 0.0% | — | 70 | +31,757 | New | Q2 2026 | Aug 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 30,269 | 639 | 0.01% | 0.01% | 71 | +269 | 0.9% | Q2 2026 | Aug 07, 2026 |
| Belvedere Trading LLC | History | Reduced | 29,809 | 630 | 0.0% | 0.0% | 72 | -6,749 | -18.46% | Q2 2026 | Jul 31, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 28,553 | 603 | 0.0% | 0.01% | 73 | -26,599 | -48.23% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 27,700 | 585 | 0.0% | 0.0% | 74 | +600 | 2.21% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | New | 27,120 | 573 | 0.01% | — | 75 | +27,120 | New | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 26,911 | 568 | 0.0% | 0.0% | 76 | +1,307 | 5.1% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 26,249 | 554 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Themes Management Co LLC | History | Added to | 25,930 | 548 | 0.36% | 0.31% | 78 | +1,481 | 6.06% | Q2 2026 | Jul 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 25,788 | 545 | 0.0% | — | 79 | +25,788 | New | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | Added to | 25,750 | 544 | 0.0% | 0.0% | 80 | +2,466 | 10.59% | Q2 2026 | Aug 13, 2026 |
| Canal Insurance CO | History | No change | 25,000 | 529 | 0.12% | 0.11% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 24,958 | 527 | 0.0% | 0.0% | 82 | +2,106 | 9.22% | Q2 2026 | Aug 12, 2026 |
| Brooklyn Investment Group | History | No change | 25,334 | 518 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 23,680 | 500 | 0.01% | 0.02% | 84 | -330 | -1.37% | Q2 2026 | Jul 08, 2026 |
| Invesco Ltd. | History | Reduced | 23,168 | 489 | 0.0% | 0.0% | 85 | -10,975 | -32.14% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Reduced | 22,525 | 476 | 0.01% | 0.01% | 86 | -2,999 | -11.75% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | New | 20,726 | 438 | 0.01% | — | 87 | +20,726 | New | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | New | 20,612 | 435 | 0.0% | — | 88 | +20,612 | New | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 20,050 | 423 | 0.0% | 0.0% | 89 | +4,132 | 25.96% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 19,563 | 413 | 0.0% | 0.0% | 90 | +505 | 2.65% | Q2 2026 | Sep 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 19,275 | 407 | 0.0% | — | 91 | +19,275 | New | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 19,219 | 406 | 0.0% | 0.0% | 92 | +10,152 | 111.97% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | New | 17,675 | 373 | 0.13% | — | 93 | +17,675 | New | Q2 2026 | Jul 17, 2026 |
| Jupiter Topco LLC | History | New | 17,517 | 369 | 0.0% | — | 94 | +17,517 | New | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,517 | 358 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,900 | 357 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 16,500 | 348 | 0.0% | 0.0% | 97 | +4,900 | 42.24% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 15,213 | 321 | 0.0% | 0.0% | 98 | -1,214 | -7.39% | Q2 2026 | Jul 27, 2026 |
| Squarepoint Ops LLC | History | Reduced | 15,119 | 319 | 0.0% | 0.0% | 99 | -12,882 | -46.01% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | New | 14,996 | 317 | 0.01% | — | 100 | +14,996 | New | Q2 2026 | Aug 13, 2026 |
| Sound Capital Solutions LLC | History | New | 14,871 | 314 | 0.07% | — | 102 | +14,871 | New | Q2 2026 | Aug 13, 2026 |
| OPTIMIZE FINANCIAL INC. | History | Reduced | 14,871 | 314 | 0.11% | 0.15% | 101 | -51 | -0.34% | Q2 2026 | Aug 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 14,701 | 310 | 0.0% | — | 105 | +14,701 | New | Q2 2026 | Aug 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 14,670 | 310 | 0.01% | 0.01% | 104 | +4,350 | 42.15% | Q2 2026 | Jul 24, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 14,701 | 310 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | Reduced | 14,293 | 302 | 0.0% | 0.01% | 106 | -82,323 | -85.21% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | New | 14,272 | 301 | 0.0% | — | 107 | +14,272 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,158 | 299 | 0.0% | 0.0% | 108 | +3,566 | 33.67% | Q2 2026 | Aug 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 13,823 | 292 | 0.01% | 0.01% | 109 | -745 | -5.11% | Q2 2026 | Aug 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 13,793 | 291 | 0.01% | 0.01% | 110 | +1,756 | 14.59% | Q2 2026 | Jul 27, 2026 |
| NFSG Corp | History | Reduced | 13,742 | 290 | 0.04% | 0.05% | 111 | -1,390 | -9.19% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 13,649 | 288 | 0.0% | — | 112 | +13,649 | New | Q2 2026 | Sep 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 13,608 | 287 | 0.0% | — | 113 | +13,608 | New | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Reduced | 13,438 | 284 | 0.0% | 0.0% | 114 | -13,671 | -50.43% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,204 | 279 | 0.01% | 0.01% | 115 | +748 | 6.01% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 13,128 | 277 | 0.0% | 0.0% | 116 | +9,126 | 228.04% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 12,836 | 271 | 0.0% | 0.0% | 117 | +2,086 | 19.4% | Q2 2026 | Jul 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 12,410 | 262 | 0.0% | 0.0% | 118 | -3,328 | -21.15% | Q2 2026 | Aug 14, 2026 |
| Axiom Investment Management LLC | History | No change | 12,010 | 253 | 0.17% | 0.19% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arizona State Retirement System | History | Added to | 11,497 | 243 | 0.0% | 0.0% | 120 | +483 | 4.39% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | New | 11,343 | 239 | 0.0% | — | 121 | +11,343 | New | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 11,280 | 238 | 0.01% | — | 122 | +11,280 | New | Q2 2026 | Jul 22, 2026 |
| BARCLAYS PLC | History | Reduced | 11,094 | 234 | 0.0% | 0.0% | 123 | -26,109 | -70.18% | Q2 2026 | Aug 14, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 11,000 | 232 | 0.09% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 10,340 | 218 | 0.0% | — | 125 | +10,340 | New | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | Reduced | 10,000 | 211 | 0.0% | 0.0% | 126 | -90,800 | -90.08% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,661 | 204 | 0.0% | 0.0% | 127 | -400 | -3.98% | Q2 2026 | Jul 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 9,505 | 200 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leonteq Securities AG | History | Added to | 8,694 | 183 | 0.01% | 0.01% | 129 | +1,190 | 15.86% | Q2 2026 | Jul 27, 2026 |
| Havemeyer Place LP | History | New | 7,852 | 165 | 0.02% | — | 130 | +7,852 | New | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 7,652 | 161 | 0.01% | 0.01% | 131 | -27 | -0.35% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 7,400 | 153 | 0.01% | 0.01% | 132 | +1,240 | 20.13% | Q2 2026 | Jul 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 6,972 | 147 | 0.0% | 0.0% | 133 | +2,705 | 63.39% | Q2 2026 | Jul 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,537 | 138 | 0.0% | 0.0% | 134 | +1,208 | 22.67% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 5,609 | 114 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | New | 4,637 | 98 | 0.0% | — | 136 | +4,637 | New | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,950 | 83 | 0.0% | 0.0% | 137 | +699 | 21.5% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 3,833 | 81 | 0.0% | 0.0% | 138 | +187 | 5.13% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 3,196 | 67 | 0.0% | — | 139 | +3,196 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,888 | 61 | 0.0% | 0.0% | 140 | +76 | 2.7% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 2,845 | 60 | 0.0% | 0.0% | 141 | +369 | 14.9% | Q2 2026 | Aug 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | New | 2,620 | 55 | 0.02% | — | 142 | +2,620 | New | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | New | 2,582 | 54 | 0.0% | — | 143 | +2,582 | New | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,194 | 46 | 0.0% | 0.0% | 144 | +1,044 | 90.78% | Q2 2026 | Aug 13, 2026 |
| Atlatl Advisers LLC | History | New | 2,175 | 45 | 0.01% | — | 146 | +2,175 | New | Q2 2026 | Jul 22, 2026 |
| State of Wyoming | History | New | 2,143 | 45 | 0.0% | — | 145 | +2,143 | New | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,975 | 41 | 0.0% | 0.0% | 148 | +1,476 | 295.79% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,950 | 41 | 0.0% | 0.0% | 147 | -1,300 | -40.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,500 | 31 | 0.0% | — | 150 | +1,500 | New | Q2 2026 | Aug 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,487 | 31 | 0.0% | 0.0% | 149 | -87 | -5.53% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,375 | 29 | 0.0% | 0.0% | 151 | -24,097 | -94.6% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 1,163 | 25 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,173 | 24 | 0.01% | 0.01% | 153 | +66 | 5.96% | Q2 2026 | Jul 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 980 | 20 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Philadelphia Investment Partners, LLC | History | Reduced | 943 | 19 | 0.01% | 0.02% | 155 | -281 | -22.96% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 877 | 18 | 0.0% | 0.0% | 156 | +553 | 170.68% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 873 | 18 | 0.0% | 0.0% | 158 | +107 | 13.97% | Q2 2026 | Jul 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 900 | 18 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 880 | 17 | 0.02% | 0.03% | 159 | -100 | -10.2% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 770 | 16 | 0.0% | — | 163 | +770 | New | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 780 | 16 | 0.0% | 0.0% | 160 | -145 | -15.68% | Q2 2026 | Aug 12, 2026 |
| Stone House Investment Management, LLC | History | No change | 800 | 16 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forum Finance Group S.A. | History | No change | 935 | 16 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 720 | 15 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 676 | 14 | 0.0% | — | 165 | +676 | New | Q2 2026 | Aug 04, 2026 |
| Caitlin John, LLC | History | Reduced | 600 | 12 | 0.01% | 0.03% | 167 | -1,800 | -75.0% | Q2 2026 | Aug 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 599 | 12 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 558 | 11 | 0.0% | 0.0% | 168 | -156 | -21.85% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 542 | 11 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MRP Capital Investments, LLC | History | New | 500 | 10 | 0.01% | — | 173 | +500 | New | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 507 | 10 | 0.0% | 0.0% | 170 | +93 | 22.46% | Q2 2026 | Aug 05, 2026 |
| Truvestments Capital LLC | History | No change | 489 | 10 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sachetta, LLC | History | No change | 500 | 10 | 0.0% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 456 | 9 | 0.0% | 0.0% | 174 | +400 | 714.29% | Q2 2026 | Aug 06, 2026 |
| TORNO CAPITAL, LLC | History | New | 400 | 8 | 0.0% | — | 176 | +400 | New | Q2 2026 | Aug 14, 2026 |
| Banque Transatlantique SA | History | No change | 400 | 8 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | Reduced | 335 | 7 | 0.0% | 0.0% | 180 | -347 | -50.88% | Q2 2026 | Aug 11, 2026 |
| Gen-Wealth Partners Inc | History | New | 335 | 7 | 0.0% | — | 182 | +335 | New | Q2 2026 | Aug 10, 2026 |
| ATWOOD & PALMER INC | History | No change | 375 | 7 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 374 | 7 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 360 | 7 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CrossGen Wealth, LLC | History | No change | 344 | 7 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspect Partners, LLC | History | New | 300 | 6 | 0.0% | — | 186 | +300 | New | Q2 2026 | Jul 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 317 | 6 | 0.0% | 0.0% | 183 | +8 | 2.59% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | No change | 310 | 6 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 400 | 6 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nykredit A/S | History | New | 243 | 5 | 0.0% | — | 192 | +243 | New | Q2 2026 | Sep 08, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 260 | 5 | 0.0% | 0.0% | 190 | +87 | 50.29% | Q2 2026 | Jul 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 237 | 5 | 0.0% | 0.0% | 191 | -64 | -21.26% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 275 | 5 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Activest Wealth Management | History | No change | 250 | 5 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 275 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Citizens National Bank Trust Department | History | New | 210 | 4 | 0.0% | — | 205 | +210 | New | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | New | 200 | 4 | 0.0% | — | 204 | +200 | New | Q2 2026 | Aug 13, 2026 |
| TOWER TRUST & INVESTMENT Co | History | New | 200 | 4 | 0.0% | — | 206 | +200 | New | Q2 2026 | Jul 09, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 200 | 4 | 0.0% | 0.0% | 200 | -100 | -33.33% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 235 | 4 | 0.0% | 0.0% | 197 | -83 | -26.1% | Q2 2026 | Jul 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 232 | 4 | 0.0% | 0.0% | 195 | +50 | 27.47% | Q2 2026 | Jul 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 196 | 4 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 190 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kings Path Partners LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kennebec Savings Bank | History | No change | 225 | 4 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 220 | 4 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 205 | 4 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aventura Private Wealth, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Optiver Holding B.V. | History | New | 169 | 3 | 0.0% | — | 211 | +169 | New | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 168 | 3 | 0.0% | — | 212 | +168 | New | Q2 2026 | Aug 12, 2026 |
| Hurley Capital, LLC | History | No change | 169 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 180 | 3 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Sawyer & Company, Inc | History | No change | 155 | 3 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 142 | 3 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vision Retirement, LLC | History | New | 125 | 2 | 0.0% | — | 220 | +125 | New | Q2 2026 | Jul 21, 2026 |
| BARRETT & COMPANY, INC. | History | New | 110 | 2 | 0.0% | — | 219 | +110 | New | Q2 2026 | Jul 24, 2026 |
| Markowski Investments | History | New | 110 | 2 | 0.0% | — | 221 | +110 | New | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 100 | 2 | 0.0% | 0.0% | 216 | +22 | 28.21% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 105 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Key FInancial Inc | History | No change | 100 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| POM Investment Strategies, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 94 | 1 | 0.0% | — | 230 | +94 | New | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | Added to | 48 | 1 | 0.0% | — | 229 | +35 | 269.23% | Q2 2026 | Aug 14, 2026 |
| SWAN Capital LLC | History | Added to | 90 | 1 | 0.0% | 0.0% | 228 | +30 | 50.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 90 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 75 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Bangor Savings Bank | History | No change | 87 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MCF Advisors LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 75 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 94 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.36% | — | -1,052,756 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -711,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -122,807 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HEIGHTS CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.46% | — | -81,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Powell Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -38,614 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -27,513 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,554 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -25,462 | -100.0% | Q2 2026 | Aug 10, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,121 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -19,033 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -16,560 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.12% | — | -12,651 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -11,623 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,562 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,809 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | 0.01% | — | -8,806 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -5,625 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 24 | 0 | — | 0.03% | — | -2,477 | -99.04% | Q2 2026 | Sep 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,777 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,755 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 45 | 0 | — | 0.0% | — | -409 | -90.09% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10 | 0 | — | 0.0% | — | -325 | -97.01% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -224 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Jul 10, 2026 |
| ADIRONDACK TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q2 2026 | Jul 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q2 2026 | Jul 13, 2026 |
| Rialto Wealth Management, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q2 2026 | Aug 11, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q2 2026 | Jul 27, 2026 |
| True Wealth Design, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Jul 16, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Covestor Ltd | History | Added to | 15 | 0 | — | — | — | +11 | 275.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 06, 2026 |
| TORONTO DOMINION BANK | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roxbury Financial LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Essential Investment Partners LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |