ONE LIBERTY PROPERTIES INC - OLP
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 | No change | 1,837,942 | 44,882 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 894,241 | 21,837 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 687,064 | 16,778 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 489,478 | 11,953 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 510,364 | 11,220 | 0.0% | 0.0% | 5 | -1,889 | -0.37% | Q3 2026 | Nov 06, 2026 |
| STATE STREET CORP | History | No change | 424,679 | 10,552 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ALTFEST L J & CO INC | History | No change | 356,763 | 7,841 | 0.78% | 0.85% | 7 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 261,523 | 6,386 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 242,137 | 5,912 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 234,758 | 5,160 | 0.0% | 0.0% | 10 | +2,410 | 1.04% | Q3 2026 | Nov 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 156,520 | 3,822 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 156,420 | 3,819 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 150,081 | 3,664 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 128,186 | 3,130 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 118,456 | 2,603 | 0.0% | 0.0% | 15 | +1,407 | 1.2% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 106,279 | 2,595 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 104,911 | 2,561 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Man Group plc | History | No change | 100,082 | 2,444 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 74,116 | 1,809 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 69,593 | 1,699 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 64,562 | 1,576 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 62,814 | 1,380 | 0.01% | 0.01% | 22 | -861 | -1.35% | Q3 2026 | Oct 28, 2026 |
| Penserra Capital Management LLC | History | No change | 52,580 | 1,284 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 55,000 | 1,208 | 0.0% | — | 24 | +55,000 | New | Q3 2026 | Nov 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 49,438 | 1,207 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 47,370 | 1,156 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 41,439 | 1,011 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 44,030 | 967 | 0.0% | 0.0% | 28 | -13,503 | -23.47% | Q3 2026 | Nov 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 36,138 | 882 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 38,952 | 856 | 0.0% | 0.0% | 30 | +801 | 2.1% | Q3 2026 | Nov 10, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 33,848 | 826 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 29,389 | 730 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 31,305 | 688 | 0.0% | 0.0% | 33 | +2,042 | 6.98% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 27,686 | 682 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 29,078 | 639 | 0.01% | — | 35 | +29,078 | New | Q3 2026 | Oct 16, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 28,835 | 633 | 0.0% | — | 36 | +28,835 | New | Q3 2026 | Nov 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 24,920 | 608 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 26,800 | 589 | 0.0% | 0.0% | 38 | +297 | 1.12% | Q3 2026 | Nov 10, 2026 |
| Invesco Ltd. | History | No change | 23,300 | 568 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 24,223 | 532 | 0.0% | 0.0% | 40 | +12,726 | 110.69% | Q3 2026 | Nov 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,218 | 518 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 23,285 | 511 | 0.0% | 0.0% | 42 | -2,137 | -8.41% | Q3 2026 | Nov 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 20,834 | 509 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 22,761 | 500 | 0.0% | 0.0% | 44 | -48 | -0.21% | Q3 2026 | Oct 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 20,233 | 494 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 22,441 | 493 | 0.0% | 0.0% | 46 | +2,907 | 14.88% | Q3 2026 | Nov 10, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 20,132 | 491 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 19,761 | 482 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 18,591 | 453 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HSBC HOLDINGS PLC | History | No change | 17,605 | 430 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 16,095 | 393 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 17,758 | 390 | 0.0% | 0.0% | 52 | -1,281 | -6.73% | Q3 2026 | Oct 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 16,563 | 355 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 16,131 | 354 | 0.0% | 0.0% | 54 | -1 | -0.01% | Q3 2026 | Nov 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 15,846 | 348 | 0.0% | 0.0% | 55 | +3,368 | 26.99% | Q3 2026 | Nov 04, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 15,095 | 331 | 0.0% | 0.0% | 56 | -2,178 | -12.61% | Q3 2026 | Nov 06, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 13,350 | 326 | 0.14% | 0.14% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 13,006 | 317 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 12,950 | 316 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,869 | 265 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,422 | 254 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 11,069 | 248 | 0.0% | 0.0% | 62 | -57 | -0.51% | Q3 2026 | Oct 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 11,287 | 248 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| EntryPoint Capital, LLC | History | No change | 9,568 | 233 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 10,363 | 227 | 0.0% | 0.0% | 65 | +105 | 1.02% | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 8,885 | 217 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,766 | 214 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,541 | 208 | 0.0% | 0.0% | 68 | -619 | -6.09% | Q3 2026 | Oct 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,425 | 206 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 8,301 | 202 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 8,151 | 199 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,584 | 185 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 6,828 | 168 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,377 | 155 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | Added to | 6,974 | 153 | 0.0% | 0.0% | 75 | +4,422 | 173.28% | Q3 2026 | Nov 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 6,956 | 151 | 0.0% | 0.0% | 76 | -10,353 | -59.81% | Q3 2026 | Nov 09, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,003 | 146 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 6,438 | 141 | 0.0% | 0.0% | 78 | +297 | 4.84% | Q3 2026 | Oct 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,041 | 110 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| STRS OHIO | History | Added to | 4,900 | 107 | 0.0% | 0.0% | 80 | +1,400 | 40.0% | Q3 2026 | Oct 30, 2026 |
| Daytona Street Capital LLC | History | No change | 4,092 | 90 | 0.06% | 0.07% | 81 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,131 | 68 | 0.01% | 0.01% | 82 | +371 | 13.44% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | Added to | 3,052 | 67 | 0.0% | 0.0% | 83 | +675 | 28.4% | Q3 2026 | Oct 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,750 | 60 | 0.0% | 0.0% | 85 | +1,041 | 60.91% | Q3 2026 | Oct 23, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,439 | 60 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,436 | 59 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 2,583 | 56 | 0.0% | 0.0% | 87 | -7,102 | -73.33% | Q3 2026 | Nov 04, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,463 | 54 | 0.0% | 0.0% | 89 | +21 | 0.86% | Q3 2026 | Nov 10, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 2,500 | 54 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,199 | 53 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,151 | 52 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 2,116 | 51 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | No change | 1,664 | 40 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,524 | 37 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,626 | 35 | 0.0% | 0.0% | 95 | -48 | -2.87% | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 1,433 | 35 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,561 | 34 | 0.0% | 0.0% | 97 | +10 | 0.64% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,299 | 31 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,017 | 24 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,041 | 22 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Latitude Advisors, LLC | History | New | 1,000 | 21 | 0.01% | — | 101 | +1,000 | New | Q3 2026 | Oct 27, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 723 | 15 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| WealthCollab, LLC | History | No change | 575 | 14 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 576 | 13 | 0.0% | 0.0% | 104 | -142 | -19.78% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | Added to | 603 | 13 | 0.0% | 0.0% | 105 | +39 | 6.91% | Q3 2026 | Nov 05, 2026 |
| Fortis Group Advisors, LLC | History | No change | 634 | 13 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Root Financial Partners, LLC | History | New | 560 | 12 | 0.0% | — | 108 | +560 | New | Q3 2026 | Oct 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 569 | 12 | 0.0% | 0.0% | 107 | +3 | 0.53% | Q3 2026 | Oct 20, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 434 | 9 | 0.0% | — | 110 | +434 | New | Q3 2026 | Oct 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 415 | 9 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 371 | 8 | 0.0% | 0.0% | 111 | +65 | 21.24% | Q3 2026 | Nov 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 373 | 8 | 0.0% | 0.0% | 112 | +11 | 3.04% | Q3 2026 | Oct 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 349 | 7 | 0.0% | 0.0% | 114 | +6 | 1.75% | Q3 2026 | Oct 22, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 348 | 7 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Employees Retirement System of Texas | History | New | 257 | 6 | 0.0% | — | 116 | +257 | New | Q3 2026 | Nov 10, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 305 | 6 | 0.0% | 0.0% | 115 | -79 | -20.57% | Q3 2026 | Nov 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 205 | 5 | 0.0% | 0.0% | 117 | +4 | 1.99% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 244 | 5 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Parallel Advisors, LLC | History | No change | 214 | 4 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 110 | 2 | 0.0% | 0.0% | 120 | -108 | -49.54% | Q3 2026 | Nov 05, 2026 |
| SJS Investment Consulting Inc. | History | New | 93 | 2 | 0.0% | — | 123 | +93 | New | Q3 2026 | Oct 26, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 104 | 2 | 0.0% | 0.0% | 121 | +37 | 55.22% | Q3 2026 | Oct 20, 2026 |
| Bare Financial Services, Inc | History | No change | 97 | 2 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 72 | 1 | 0.0% | 0.0% | 127 | -29 | -28.71% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 46 | 1 | 0.0% | 0.0% | 124 | -25 | -35.21% | Q3 2026 | Oct 16, 2026 |
| Avion Wealth | History | Added to | 66 | 1 | 0.0% | 0.0% | 126 | +20 | 43.48% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 77 | 1 | 0.0% | 0.0% | 125 | -9 | -10.47% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Reduced | 48 | 1 | 0.0% | 0.0% | 128 | -5 | -9.43% | Q3 2026 | Oct 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -110,859 | -100.0% | Q3 2026 | Nov 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,350 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -615 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2026 | Nov 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 38 | 0 | — | 0.0% | — | -14 | -26.92% | Q3 2026 | Nov 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 6 | 0 | — | — | — | -13 | -68.42% | Q3 2026 | Oct 13, 2026 |
| Covestor Ltd | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q3 2026 | Oct 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 10, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q3 2026 | Nov 06, 2026 |
| Optiver Holding B.V. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| James T. Borello RIA | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |