Opendoor Technologies Inc. - OPEN
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 115,205,390 | 532,248 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 76,214,771 | 352,112 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 72,920,992 | 336,894 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 34,618,646 | 159,938 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,750,060 | 132,825 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 24,951,742 | 115,294 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 21,768,138 | 100,568 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,581,919 | 85,848 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 14,201,295 | 65,609 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LENNAR CORP /NEW/ | History | No change | 13,534,807 | 62,530 | 98.99% | 98.99% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 10,290,223 | 47,540 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 9,029,870 | 41,717 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 8,990,700 | 41,537 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 8,428,729 | 38,940 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,389,697 | 38,760 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 6,543,144 | 30,229 | 0.13% | 0.13% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 6,190,566 | 28,601 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 5,804,669 | 26,817 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 5,417,707 | 25,029 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 9,504,120 | 22,524 | 0.0% | 0.01% | 20 | -3,074,091 | -24.44% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 4,795,931 | 22,157 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Fox Capital LLC | History | No change | 4,735,000 | 21,875 | 10.36% | 10.36% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 9,062,925 | 21,479 | 0.04% | 0.04% | 23 | +4,396,582 | 94.22% | Q3 2026 | Oct 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,544,997 | 20,997 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 8,017,333 | 19,001 | 0.0% | 0.01% | 25 | -690,917 | -7.93% | Q3 2026 | Nov 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 3,197,900 | 14,774 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 3,115,090 | 14,391 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,945,883 | 13,609 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,931,209 | 13,542 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 2,656,469 | 12,272 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Privium Fund Management B.V. | History | Added to | 5,140,904 | 12,183 | 2.36% | 3.35% | 31 | +1,200,000 | 30.45% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 2,228,657 | 10,296 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walleye Capital LLC | History | No change | 2,142,659 | 9,899 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | No change | 2,126,907 | 9,826 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Graham Capital Management, L.P. | History | No change | 2,120,412 | 9,796 | 0.18% | 0.18% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 4,052,288 | 9,603 | 0.0% | 0.0% | 36 | +3,494,495 | 626.49% | Q3 2026 | Nov 04, 2026 |
| Prentice Capital Management, LP | History | No change | 2,021,246 | 9,338 | 17.67% | 17.67% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 2,007,200 | 9,273 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 2,003,658 | 9,256 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,928,562 | 8,909 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 3,619,600 | 8,578 | 0.32% | 0.55% | 41 | -115,300 | -3.09% | Q3 2026 | Oct 28, 2026 |
| Swiss National Bank | History | No change | 1,826,800 | 8,439 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,672,531 | 8,071 | 0.0% | 0.01% | 43 | -479,590 | -9.31% | Q3 2026 | Nov 04, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,631,486 | 7,537 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,577,905 | 7,459 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alight Capital Management LP | History | No change | 1,500,000 | 6,930 | 0.97% | 0.97% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,888,299 | 6,845 | 0.0% | 0.0% | 47 | +8,528 | 0.3% | Q3 2026 | Nov 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,461,333 | 6,751 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,654,206 | 6,290 | 0.07% | 0.13% | 49 | +150,118 | 5.99% | Q3 2026 | Oct 30, 2026 |
| TORNO CAPITAL, LLC | History | No change | 1,225,000 | 5,659 | 0.16% | 0.16% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 1,199,801 | 5,543 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 1,180,753 | 5,455 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,139,260 | 5,263 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,050,110 | 4,851 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,001,200 | 4,685 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 1,004,490 | 4,640 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 903,447 | 4,173 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAZ INVESTMENTS LP | History | No change | 872,465 | 4,030 | 1.68% | 1.68% | 58 | 0 | 0.0% | Q2 2026 | Nov 04, 2026 |
| FEDERATED HERMES, INC. | History | No change | 835,428 | 3,859 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 731,996 | 3,381 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 712,568 | 3,292 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 632,742 | 2,923 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 606,294 | 2,801 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 599,204 | 2,768 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | No change | 568,845 | 2,628 | 0.32% | 0.32% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORA Capital, LLC | History | No change | 559,273 | 2,583 | 0.18% | 0.18% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 549,831 | 2,540 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 528,638 | 2,442 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 525,769 | 2,429 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 510,025 | 2,356 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWAM LLC | History | No change | 440,654 | 2,035 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 432,016 | 1,995 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 426,325 | 1,969 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 426,274 | 1,969 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 424,515 | 1,961 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 421,551 | 1,947 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 425,301 | 1,941 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jupiter Topco LLC | History | No change | 397,152 | 1,832 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearline Capital LP | History | No change | 385,900 | 1,782 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 347,400 | 1,604 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marathon Trading Investment Management LLC | History | No change | 341,200 | 1,576 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 340,756 | 1,574 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 318,600 | 1,472 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 309,300 | 1,428 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 303,636 | 1,402 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 303,252 | 1,401 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 293,120 | 1,354 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 282,688 | 1,306 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 279,666 | 1,292 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 277,886 | 1,283 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 277,126 | 1,280 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 517,130 | 1,225 | 0.02% | 0.03% | 92 | +961 | 0.19% | Q3 2026 | Oct 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 263,793 | 1,218 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sullivan Wood Capital Management LLC | History | New | 501,375 | 1,188 | 1.82% | — | 94 | +501,375 | New | Q3 2026 | Oct 13, 2026 |
| Private Advisor Group, LLC | History | No change | 257,063 | 1,187 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 253,938 | 1,173 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TTRF Capital Ltd | History | No change | 250,500 | 1,157 | 0.76% | 0.76% | 97 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 246,600 | 1,139 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 237,872 | 1,098 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 234,817 | 1,084 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 227,100 | 1,049 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caprock Group, LLC | History | No change | 201,100 | 929 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 191,480 | 884 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tradition Wealth Management, LLC | History | No change | 188,404 | 870 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 179,777 | 830 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IPG Investment Advisors LLC | History | Added to | 350,000 | 829 | 0.12% | 0.17% | 107 | +100,000 | 40.0% | Q3 2026 | Oct 29, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 179,555 | 829 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALGERT GLOBAL LLC | History | No change | 174,340 | 805 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 338,009 | 801 | 0.0% | 0.0% | 109 | +35,998 | 11.92% | Q3 2026 | Nov 05, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 169,910 | 784 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 166,716 | 770 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 162,255 | 749 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 160,089 | 739 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLSTATE CORP | History | No change | 158,848 | 733 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 155,830 | 719 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 154,915 | 715 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altshuler Shaham Ltd | History | No change | 151,193 | 674 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bay Rivers Group | History | No change | 145,641 | 672 | 0.23% | 0.23% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 140,439 | 648 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 136,894 | 632 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | No change | 135,900 | 627 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 135,132 | 624 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | No change | 135,000 | 623 | 0.17% | 0.17% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 262,585 | 622 | 0.0% | 0.0% | 124 | +225,565 | 609.31% | Q3 2026 | Nov 02, 2026 |
| Squarepoint Ops LLC | History | No change | 133,595 | 617 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 258,159 | 611 | 0.0% | 0.01% | 126 | +6,950 | 2.77% | Q3 2026 | Nov 03, 2026 |
| STRS OHIO | History | Added to | 257,500 | 610 | 0.0% | 0.0% | 127 | +72,800 | 39.42% | Q3 2026 | Oct 30, 2026 |
| Alphadyne Asset Management LP | History | No change | 127,900 | 590 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 350,000 | 584 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Havemeyer Place LP | History | No change | 106,881 | 493 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 103,439 | 477 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 102,184 | 471 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 100,894 | 466 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shay Capital LLC | History | No change | 100,000 | 462 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 105,323 | 460 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Activest Wealth Management | History | Added to | 192,600 | 456 | 0.08% | 0.16% | 136 | +17,350 | 9.9% | Q3 2026 | Oct 15, 2026 |
| Cerity Partners LLC | History | No change | 97,005 | 448 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 184,742 | 437 | 0.01% | 0.03% | 138 | -284,860 | -60.66% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 93,670 | 433 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 93,350 | 431 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 93,094 | 430 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OP Asset Management Ltd | History | Added to | 176,161 | 417 | 0.0% | 0.01% | 142 | +23,732 | 15.57% | Q3 2026 | Nov 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 175,600 | 416 | 0.0% | 0.01% | 143 | -93,100 | -34.65% | Q3 2026 | Oct 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 85,507 | 395 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 157,158 | 372 | 0.01% | 0.01% | 145 | -17,268 | -9.9% | Q3 2026 | Nov 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 78,691 | 363 | 0.08% | 0.08% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 149,320 | 353 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sigma Planning Corp | History | Reduced | 148,300 | 351 | 0.01% | 0.02% | 148 | -11,500 | -7.2% | Q3 2026 | Oct 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 75,508 | 348 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 75,278 | 347 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 139,474 | 330 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 66,821 | 308 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 66,200 | 305 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 64,774 | 299 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 62,000 | 286 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 61,841 | 285 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ProShare Advisors LLC | History | Reduced | 118,289 | 280 | 0.0% | 0.0% | 157 | -5,079 | -4.12% | Q3 2026 | Oct 28, 2026 |
| Defiance ETFs, LLC | History | No change | 52,770 | 260 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 54,721 | 252 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 52,010 | 240 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 51,965 | 240 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 98,404 | 233 | 0.0% | 0.0% | 162 | +35,287 | 55.91% | Q3 2026 | Nov 02, 2026 |
| HB Wealth Management, LLC | History | Reduced | 98,505 | 233 | 0.0% | 0.0% | 164 | -1,597 | -1.6% | Q3 2026 | Oct 23, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 50,620 | 233 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestcor Inc | History | No change | 50,145 | 232 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 50,189 | 231 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 50,000 | 231 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 50,897 | 231 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 49,500 | 228 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 95,606 | 226 | 0.0% | 0.0% | 171 | +32,315 | 51.06% | Q3 2026 | Oct 26, 2026 |
| Wealthfront Advisers LLC | History | No change | 49,052 | 226 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | New | 86,195 | 222 | 0.01% | — | 172 | +86,195 | New | Q3 2026 | Nov 03, 2026 |
| XPONANCE LLC | History | Added to | 92,010 | 218 | 0.0% | 0.0% | 173 | +111 | 0.12% | Q3 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 88,945 | 210 | 0.0% | 0.01% | 174 | +30,095 | 51.14% | Q3 2026 | Oct 21, 2026 |
| Compound Planning, Inc. | History | Added to | 88,367 | 209 | 0.01% | 0.01% | 176 | +318 | 0.36% | Q3 2026 | Nov 05, 2026 |
| Corient Private Wealth LP | History | No change | 45,451 | 209 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cambria Investment Management, L.P. | History | No change | 43,197 | 199 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | No change | 41,711 | 192 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 41,568 | 192 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 41,315 | 190 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 78,700 | 180 | 0.0% | 0.0% | 181 | -30,770 | -28.11% | Q3 2026 | Oct 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 35,922 | 165 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 66,170 | 157 | 0.0% | 0.0% | 183 | +3,549 | 5.67% | Q3 2026 | Nov 02, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 66,484 | 157 | 0.0% | 0.0% | 184 | +2,002 | 3.1% | Q3 2026 | Nov 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 32,573 | 150 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 63,186 | 149 | 0.0% | 0.0% | 186 | +7,609 | 13.69% | Q3 2026 | Nov 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 31,510 | 145 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cloud Capital Management, LLC | History | No change | 31,389 | 144 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blueshift Asset Management, LLC | History | No change | 31,058 | 143 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Street Group Inc. | History | No change | 31,030 | 143 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 83,533 | 135 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 56,211 | 133 | 0.0% | 0.0% | 192 | -350 | -0.62% | Q3 2026 | Oct 13, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 28,071 | 129 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 27,279 | 126 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 26,900 | 124 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 24,503 | 113 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | New | 47,609 | 112 | 0.01% | — | 197 | +47,609 | New | Q3 2026 | Oct 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 45,050 | 108 | 0.01% | 0.01% | 199 | -1,600 | -3.43% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,440 | 108 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Belvedere Trading LLC | History | Added to | 45,200 | 107 | 0.0% | 0.0% | 200 | +7,900 | 21.18% | Q3 2026 | Nov 05, 2026 |
| XML Financial, LLC | History | No change | 45,000 | 106 | 0.01% | 0.02% | 201 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 22,742 | 105 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| GTS SECURITIES LLC | History | No change | 22,670 | 104 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 22,359 | 103 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 22,149 | 102 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 42,413 | 100 | 0.0% | 0.0% | 206 | +912 | 2.2% | Q3 2026 | Oct 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 21,326 | 98 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 21,390 | 98 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 20,791 | 96 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 20,393 | 94 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 20,000 | 92 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 19,749 | 91 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Facet Wealth, Inc. | History | New | 38,372 | 90 | 0.0% | — | 215 | +38,372 | New | Q3 2026 | Nov 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 38,227 | 90 | 0.01% | 0.0% | 214 | +31,367 | 457.24% | Q3 2026 | Oct 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 38,126 | 90 | 0.0% | 0.01% | 213 | -7,023 | -15.56% | Q3 2026 | Oct 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 37,142 | 88 | 0.0% | 0.0% | 216 | -26,409 | -41.56% | Q3 2026 | Oct 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 18,500 | 85 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Emerald Advisors, LLC | History | No change | 35,000 | 82 | 0.01% | 0.02% | 218 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WEDBUSH SECURITIES INC | History | New | 34,350 | 81 | 0.0% | — | 219 | +34,350 | New | Q3 2026 | Oct 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 17,138 | 79 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DnB Asset Management AS | History | No change | 17,150 | 79 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 17,000 | 78 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 16,694 | 77 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 16,623 | 76 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 16,576 | 76 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forum Finance Group S.A. | History | No change | 20,000 | 75 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COFG Advisors, LLC | History | No change | 16,182 | 74 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 15,626 | 72 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 15,378 | 71 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bogart Wealth, LLC | History | No change | 15,250 | 70 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lauer Wealth, LLC | History | New | 30,300 | 69 | 0.04% | — | 234 | +30,300 | New | Q3 2026 | Oct 13, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 29,496 | 69 | 0.04% | 0.08% | 233 | +4,200 | 16.6% | Q3 2026 | Oct 09, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 15,001 | 69 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fieldview Capital Management, LLC | History | No change | 15,080 | 69 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 28,947 | 68 | 0.0% | 0.0% | 235 | +22,962 | 383.66% | Q3 2026 | Oct 22, 2026 |
| CIBC Asset Management Inc | History | No change | 28,553 | 67 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,400 | 66 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 14,192 | 65 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MYECFO, LLC | History | Added to | 27,039 | 64 | 0.02% | 0.03% | 241 | +11,539 | 74.45% | Q3 2026 | Oct 14, 2026 |
| Rathbones Group PLC | History | No change | 14,055 | 64 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 14,066 | 64 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 26,598 | 63 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 13,673 | 63 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BFC Planning, Inc. | History | No change | 13,740 | 63 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| AMALGAMATED BANK | History | No change | 25,563 | 61 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BDFS Capital LLC | History | New | 25,624 | 60 | 0.03% | — | 249 | +25,624 | New | Q3 2026 | Oct 14, 2026 |
| Centiva Capital, LP | History | No change | 13,101 | 60 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Adalta Capital Management LLC | History | No change | 13,000 | 60 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRB Wealth Management, LLC | History | No change | 13,187 | 60 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | No change | 12,900 | 59 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | New | 24,289 | 58 | 0.01% | — | 252 | +24,289 | New | Q3 2026 | Oct 29, 2026 |
| Arax Advisory Partners | History | No change | 12,660 | 58 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | History | No change | 12,519 | 57 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | New | 24,020 | 56 | 0.0% | — | 255 | +24,020 | New | Q3 2026 | Oct 28, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 12,159 | 56 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 23,470 | 55 | 0.03% | 0.06% | 256 | -33 | -0.14% | Q3 2026 | Oct 15, 2026 |
| Quantinno Capital Management LP | History | No change | 11,692 | 54 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 11,482 | 53 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 11,516 | 53 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advance Capital Management, Inc. | History | No change | 11,089 | 51 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| L & S Advisors Inc | History | No change | 11,005 | 50 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STG SECURITIES, LLC | History | No change | 10,986 | 50 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 10,405 | 48 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 20,000 | 47 | 0.0% | — | 266 | +20,000 | New | Q3 2026 | Oct 28, 2026 |
| Betterment LLC | History | No change | 10,197 | 47 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 10,335 | 47 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Permanens Capital L.P. | History | No change | 10,000 | 46 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19,088 | 45 | 0.0% | 0.0% | 268 | -14,993 | -43.99% | Q3 2026 | Oct 08, 2026 |
| Abel Hall, LLC | History | Added to | 19,396 | 45 | 0.01% | 0.01% | 269 | +2,568 | 15.26% | Q3 2026 | Oct 19, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 18,551 | 43 | 0.0% | 0.0% | 270 | -770 | -3.99% | Q3 2026 | Oct 28, 2026 |
| Castleview Partners, LLC | History | Added to | 17,299 | 40 | 0.02% | 0.03% | 271 | +804 | 4.87% | Q3 2026 | Oct 09, 2026 |
| Balance Wealth Partners LLC | History | Added to | 16,611 | 39 | 0.01% | 0.01% | 273 | +6,596 | 65.86% | Q3 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 8,518 | 39 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 7,929 | 36 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 7,922 | 36 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,828 | 35 | 0.0% | 0.0% | 276 | -3,729 | -20.09% | Q3 2026 | Oct 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,257 | 33 | 0.0% | 0.0% | 278 | +7 | 0.05% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 7,185 | 33 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 13,310 | 31 | 0.0% | 0.0% | 280 | +2,170 | 19.48% | Q3 2026 | Nov 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 13,446 | 31 | 0.0% | 0.0% | 279 | -206 | -1.51% | Q3 2026 | Oct 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 12,508 | 29 | 0.0% | 0.0% | 281 | -10,776 | -46.28% | Q3 2026 | Nov 02, 2026 |
| Alta Advisers Ltd | History | New | 11,900 | 28 | 0.0% | — | 282 | +11,900 | New | Q3 2026 | Nov 02, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 6,000 | 27 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | New | 14,500 | 26 | 0.0% | — | 284 | +14,500 | New | Q3 2026 | Nov 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 10,779 | 25 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BRIGHTON JONES LLC | History | New | 10,385 | 24 | 0.0% | — | 289 | +10,385 | New | Q3 2026 | Nov 03, 2026 |
| Signal Advisors Wealth, LLC | History | New | 10,133 | 24 | 0.0% | — | 290 | +10,133 | New | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,290 | 24 | 0.0% | 0.0% | 287 | +250 | 2.49% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,383 | 24 | 0.0% | 0.0% | 286 | +40 | 0.39% | Q3 2026 | Oct 30, 2026 |
| Financial Security Advisor, Inc. | History | No change | 10,400 | 24 | 0.0% | 0.01% | 288 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SteelPeak Wealth, LLC | History | New | 10,013 | 23 | 0.0% | — | 294 | +10,013 | New | Q3 2026 | Oct 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,016 | 23 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,046 | 23 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McGuire Investment Group, LLC | History | No change | 10,000 | 23 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Meramec Financial Planners, LLC | History | No change | 5,200 | 20 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 8,091 | 19 | 0.0% | 0.0% | 296 | -569 | -6.57% | Q3 2026 | Oct 20, 2026 |
| Triumph Capital Management | History | No change | 7,870 | 18 | 0.0% | 0.01% | 297 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,420 | 15 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 3,266 | 15 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 3,233 | 14 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova Financial LLC | History | New | 5,700 | 13 | 0.01% | — | 302 | +5,700 | New | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,876 | 13 | 0.0% | 0.0% | 301 | -2,195 | -27.2% | Q3 2026 | Nov 05, 2026 |
| Strive Financial Group ,LLC | History | No change | 2,528 | 11 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,300 | 10 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 2,180 | 10 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 4,034 | 9 | 0.0% | 0.0% | 306 | +3,772 | 1439.69% | Q3 2026 | Oct 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,854 | 8 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,853 | 8 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1,750 | 8 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GAMMA Investing LLC | History | Added to | 3,036 | 7 | 0.0% | 0.0% | 313 | +2,538 | 509.64% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Added to | 3,200 | 7 | 0.0% | 0.0% | 312 | +1,000 | 45.45% | Q3 2026 | Oct 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,584 | 7 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 1,640 | 7 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 2,540 | 6 | 0.0% | 0.0% | 314 | +835 | 48.97% | Q3 2026 | Nov 05, 2026 |
| SouthState Bank Corp | History | No change | 1,471 | 6 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,137 | 5 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,131 | 5 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Inspire Investing, LLC | History | No change | 2,152 | 5 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Nemes Rush Group LLC | History | No change | 2,500 | 5 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | Added to | 2,021 | 4 | 0.0% | 0.0% | 322 | +645 | 46.88% | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,067 | 4 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 978 | 4 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,000 | 4 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,904 | 4 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,000 | 4 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,404 | 3 | 0.0% | 0.0% | 327 | -401 | -22.22% | Q3 2026 | Oct 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 693 | 3 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 635 | 3 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | New | 1,032 | 2 | 0.0% | — | 334 | +1,032 | New | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 450 | 2 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winch Advisory Services, LLC | History | No change | 480 | 2 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 501 | 2 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,000 | 2 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Spire Wealth Management | History | No change | 1,000 | 2 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 607 | 1 | 0.0% | 0.0% | 342 | -435 | -41.75% | Q3 2026 | Nov 05, 2026 |
| DB Fitzpatrick & Co, Inc | History | Reduced | 795 | 1 | 0.0% | 0.0% | 340 | -120 | -13.11% | Q3 2026 | Oct 19, 2026 |
| Parallel Advisors, LLC | History | Reduced | 690 | 1 | 0.0% | 0.0% | 337 | -7 | -1.0% | Q3 2026 | Nov 03, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 820 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Hurley Capital, LLC | History | No change | 539 | 1 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Avion Wealth | History | No change | 500 | 1 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Continuum Advisory, LLC | History | No change | 369 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 250 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kilter Group LLC | History | No change | 252 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harborfront Financial Group LLC | History | No change | 274 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -112,706 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,799 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,776 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -29,100 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,462 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Carnegie Lake Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,930 | -100.0% | Q3 2026 | Nov 03, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 1.4% | — | -16,091 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Tamar Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,307 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SAXON INTERESTS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,700 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Moss Adams Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,522 | -100.0% | Q3 2026 | Oct 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,237 | -100.0% | Q3 2026 | Oct 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,423 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BXM Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 53 | 0 | — | 0.0% | — | -1,500 | -96.59% | Q3 2026 | Oct 20, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,086 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -647 | -100.0% | Q3 2026 | Oct 16, 2026 |
| TrinityBridge Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2026 | Oct 30, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q3 2026 | Oct 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2026 | Oct 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -231 | -95.85% | Q3 2026 | Nov 03, 2026 |
| Jacobi Capital Management LLC | History | New | 200 | 0 | — | — | — | +200 | New | Q3 2026 | Nov 05, 2026 |
| ASSETMARK, INC | History | Added to | 309 | 0 | — | — | — | +188 | 155.37% | Q3 2026 | Oct 21, 2026 |
| Bare Financial Services, Inc | History | New | 179 | 0 | — | — | — | +179 | New | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | Added to | 298 | 0 | — | — | — | +132 | 79.52% | Q3 2026 | Oct 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 14 | 0 | — | — | — | -109 | -88.62% | Q3 2026 | Oct 15, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 39 | 0 | — | — | — | -101 | -72.14% | Q3 2026 | Oct 26, 2026 |
| GK Wealth Management LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q3 2026 | Oct 09, 2026 |
| Clark Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | — | — | -99 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Covestor Ltd | History | New | 97 | 0 | — | — | — | +97 | New | Q3 2026 | Oct 30, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -81 | -100.0% | Q3 2026 | Nov 05, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 22 | 0 | — | — | — | -78 | -78.0% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | New | 74 | 0 | — | — | — | +74 | New | Q3 2026 | Oct 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -67 | -98.53% | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 52 | 0 | — | — | — | +52 | New | Q3 2026 | Oct 21, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q3 2026 | Oct 21, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 30 | 0 | — | — | — | +20 | 200.0% | Q3 2026 | Oct 16, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 3 | 0 | — | — | — | -7 | -70.0% | Q3 2026 | Oct 27, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 24 | 0 | — | — | — | +1 | 4.35% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 175 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 299 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BERKSHIRE CAPITAL HOLDINGS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 209 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 89 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 327 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SITTNER & NELSON, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Skaana Management L.P. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Quarry LP | History | No change | 131 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fairman Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LRI Investments, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rialto Wealth Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 300 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| HFM Investment Advisors, LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aventura Private Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 194 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 155 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |