PLAINS GP HOLDINGS LP - PAGP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Reduced | 11,116,796 | 269,804 | 2.74% | 2.98% | 1 | -682,302 | -5.78% | Q2 2026 | Aug 14, 2026 |
| Energy Income Partners, LLC | History | Added to | 9,045,863 | 219,543 | 3.45% | 3.51% | 2 | +71,087 | 0.79% | Q2 2026 | Aug 07, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 8,930,864 | 216,752 | 0.07% | 0.07% | 3 | -135,308 | -1.49% | Q2 2026 | Aug 03, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 8,630,172 | 209,454 | 7.53% | 7.45% | 4 | -44,974 | -0.52% | Q2 2026 | Jul 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 7,459,767 | 181,048 | 0.13% | 0.14% | 5 | +123,540 | 1.68% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 6,854,964 | 166,369 | 0.14% | 0.15% | 6 | -91,118 | -1.31% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,556,006 | 159,114 | 0.01% | 0.02% | 7 | -521,921 | -7.37% | Q2 2026 | Aug 14, 2026 |
| Artemis Investment Management LLP | History | Reduced | 5,276,057 | 128,049 | 1.14% | 1.73% | 8 | -1,435,899 | -21.39% | Q2 2026 | Jul 23, 2026 |
| Invesco Ltd. | History | Added to | 4,423,183 | 107,350 | 0.01% | 0.02% | 9 | +36,783 | 0.84% | Q2 2026 | Aug 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 4,207,381 | 102,113 | 0.31% | 0.36% | 10 | -270,882 | -6.05% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,865,600 | 93,818 | 0.01% | 0.01% | 11 | +112,893 | 3.01% | Q2 2026 | Aug 14, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Added to | 3,795,000 | 92,104 | 4.12% | 4.16% | 12 | +335,000 | 9.68% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,508,967 | 85,162 | 0.01% | 0.01% | 13 | -97,339 | -2.7% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,498,315 | 84,904 | 0.01% | 0.01% | 14 | -427,623 | -10.89% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 3,489,870 | 84,699 | 0.0% | 0.01% | 15 | -575,971 | -14.17% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 3,280,555 | 79,619 | 0.01% | 0.01% | 16 | -473,565 | -12.61% | Q2 2026 | Aug 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 2,942,570 | 71,416 | 0.76% | 0.83% | 17 | +5,461 | 0.19% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 2,904,729 | 70,497 | 0.03% | 0.02% | 18 | +1,435,748 | 97.74% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 2,854,795 | 69,291 | 0.03% | 0.03% | 19 | +147,603 | 5.45% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | Reduced | 2,771,100 | 67,254 | 0.14% | 0.18% | 20 | -340,000 | -10.93% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,283,853 | 55,429 | 0.05% | 0.07% | 21 | -328,205 | -12.56% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Reduced | 2,031,022 | 49,292 | 0.0% | 0.0% | 22 | -220,028 | -9.77% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,012,334 | 48,839 | 0.06% | 0.07% | 23 | -52,521 | -2.54% | Q2 2026 | Aug 14, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 1,921,458 | 46,633 | 0.06% | 0.06% | 24 | -65,700 | -3.31% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,906,900 | 46,280 | 0.0% | 0.01% | 25 | -1,208,118 | -38.78% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | Reduced | 1,900,132 | 46,116 | 0.14% | 0.19% | 26 | -79,029 | -3.99% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 1,860,469 | 45,153 | 0.0% | 0.0% | 27 | -436,760 | -19.01% | Q2 2026 | Aug 13, 2026 |
| Recurrent Investment Advisors LLC | History | Reduced | 1,791,325 | 43,595 | 2.71% | 3.09% | 28 | -333,622 | -15.7% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,577,575 | 38,287 | 0.01% | 0.02% | 29 | -514,660 | -24.6% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,500,302 | 36,412 | 0.11% | 0.03% | 30 | +1,220,812 | 436.8% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | Added to | 1,461,800 | 35,477 | 0.04% | 0.04% | 31 | +548,300 | 60.02% | Q2 2026 | Aug 03, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 1,395,186 | 33,861 | 0.9% | 0.94% | 32 | -26,332 | -1.85% | Q2 2026 | Jul 31, 2026 |
| Yaupon Capital Management LP | History | Added to | 1,354,670 | 32,877 | 0.65% | 0.59% | 33 | +576,717 | 74.13% | Q2 2026 | Aug 14, 2026 |
| McGowan Group Asset Management, Inc. | History | Reduced | 1,342,670 | 32,586 | 3.96% | 4.17% | 34 | -6,198 | -0.46% | Q2 2026 | Aug 12, 2026 |
| Simplify Asset Management Inc. | History | No change | 1,272,360 | 30,880 | 0.43% | 0.47% | 35 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Propel Bio Management, LLC | History | No change | 1,272,360 | 30,880 | 16.16% | 19.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,270,121 | 30,825 | 0.14% | 0.14% | 37 | +21,497 | 1.72% | Q2 2026 | Jul 29, 2026 |
| Bahl & Gaynor LLC | History | Added to | 1,213,582 | 29,453 | 0.14% | 0.14% | 38 | +46,511 | 3.99% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,132,744 | 27,299 | 0.0% | 0.0% | 39 | +702,439 | 163.24% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 1,107,706 | 26,884 | 0.01% | 0.01% | 40 | +80,424 | 7.83% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 1,105,491 | 26,830 | 0.02% | 0.02% | 41 | -21,336 | -1.89% | Q2 2026 | Aug 03, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 1,102,100 | 26,747 | 0.2% | 0.21% | 42 | -106,254 | -8.79% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,052,415 | 25,542 | 0.01% | 0.01% | 43 | +902 | 0.09% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | Reduced | 941,788 | 22,857 | 0.04% | 0.07% | 44 | -145,631 | -13.39% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 935,468 | 22,703 | 0.02% | 0.03% | 45 | +73,044 | 8.47% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 899,024 | 21,810 | 0.01% | 0.01% | 46 | +120,254 | 15.44% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 884,900 | 21,476 | 0.01% | 0.02% | 47 | -123,900 | -12.28% | Q2 2026 | Aug 12, 2026 |
| Goodman Financial Corp | History | Added to | 834,230 | 20,246 | 3.13% | 3.41% | 48 | +16,203 | 1.98% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 821,087 | 19,927 | 0.02% | 0.02% | 49 | -5,739 | -0.69% | Q2 2026 | Aug 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 810,338 | 19,666 | 1.04% | 1.47% | 50 | +10,000 | 1.25% | Q2 2026 | Jul 27, 2026 |
| RR Advisors, LLC | History | Reduced | 787,888 | 19,122 | 5.53% | 5.64% | 51 | -49,401 | -5.9% | Q2 2026 | Aug 13, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 718,163 | 17,429 | 0.29% | 0.32% | 52 | +1,000 | 0.14% | Q2 2026 | Jul 24, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 711,851 | 17,276 | 0.02% | 0.02% | 53 | +151,770 | 27.1% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 692,771 | 16,813 | 0.0% | 0.0% | 54 | +48,614 | 7.55% | Q2 2026 | Sep 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 678,784 | 16,474 | 0.01% | 0.01% | 55 | -10,782 | -1.56% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 650,309 | 15,783 | 0.0% | 0.0% | 56 | -369,684 | -36.24% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 635,100 | 15,413 | 0.02% | 0.03% | 57 | -24,400 | -3.7% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 613,587 | 14,891 | 0.03% | 0.02% | 58 | +176,320 | 40.32% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 605,118 | 14,686 | 0.26% | 0.36% | 59 | -87,497 | -12.63% | Q2 2026 | Jul 23, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 554,560 | 13,459 | 0.45% | 0.49% | 60 | -2,000 | -0.36% | Q2 2026 | Jul 30, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 549,034 | 13,325 | 0.24% | 0.23% | 61 | +15,351 | 2.88% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 537,382 | 13,042 | 0.0% | 0.0% | 62 | -16,817 | -3.03% | Q2 2026 | Aug 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 533,675 | 12,952 | 0.03% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEOS Investment Management LLC | History | Added to | 500,799 | 12,154 | 0.04% | 0.05% | 64 | +122,149 | 32.26% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | Reduced | 459,176 | 11,144 | 0.04% | 0.08% | 65 | -288,932 | -38.62% | Q2 2026 | Aug 03, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 457,200 | 11,096 | 0.01% | 0.0% | 66 | +298,200 | 187.55% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 423,600 | 10,280 | 0.01% | 0.01% | 67 | +14,300 | 3.49% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 418,496 | 10,156 | 0.0% | 0.0% | 68 | -7,185 | -1.69% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 408,331 | 9,910 | 0.0% | 0.0% | 69 | +115,865 | 39.62% | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 403,425 | 9,791 | 0.16% | 0.14% | 70 | +23,425 | 6.16% | Q2 2026 | Aug 14, 2026 |
| Oxbow Advisors, LLC | History | Added to | 403,349 | 9,789 | 0.8% | 0.81% | 71 | +12,389 | 3.17% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | Added to | 395,551 | 9,600 | 0.12% | 0.1% | 72 | +56,213 | 16.57% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 394,010 | 9,562 | 0.47% | 0.51% | 73 | +19,301 | 5.15% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 393,048 | 9,539 | 0.0% | 0.0% | 74 | +8,968 | 2.33% | Q2 2026 | Sep 23, 2026 |
| Swiss National Bank | History | Reduced | 387,134 | 9,395 | 0.0% | 0.01% | 75 | -4,400 | -1.12% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | New | 387,025 | 9,393 | 0.53% | — | 76 | +387,025 | New | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 375,055 | 9,102 | 0.0% | 0.0% | 77 | -83,409 | -18.19% | Q2 2026 | Aug 14, 2026 |
| Callodine Capital Management, LP | History | Reduced | 340,000 | 8,251 | 0.54% | 0.66% | 78 | -50,000 | -12.82% | Q2 2026 | Aug 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 313,713 | 7,613 | 1.04% | 1.14% | 79 | +2,315 | 0.74% | Q2 2026 | Jul 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 308,426 | 7,485 | 0.01% | 0.01% | 80 | +3,624 | 1.19% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 300,652 | 7,299 | 0.0% | 0.0% | 81 | +11,707 | 4.05% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 290,543 | 7,051 | 0.01% | 0.02% | 82 | -22,244 | -7.11% | Q2 2026 | Aug 14, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 279,677 | 6,787 | 0.29% | 0.33% | 83 | -26,218 | -8.57% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 275,141 | 6,677 | 0.02% | 0.01% | 84 | +142,388 | 107.26% | Q2 2026 | Jul 28, 2026 |
| IMC-Chicago, LLC | History | Reduced | 274,700 | 6,666 | 0.0% | 0.0% | 85 | -79,700 | -22.49% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Added to | 273,552 | 6,639 | 0.01% | 0.01% | 86 | +42,361 | 18.32% | Q2 2026 | Jul 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 272,454 | 6,612 | 0.07% | 0.08% | 87 | +14,549 | 5.64% | Q2 2026 | Jul 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 268,970 | 6,527 | 0.01% | 0.01% | 88 | +63,140 | 30.68% | Q2 2026 | Aug 06, 2026 |
| Treasurer of the State of North Carolina | History | New | 261,435 | 6,345 | 0.02% | — | 89 | +261,435 | New | Q2 2026 | Aug 14, 2026 |
| Founders Capital Management | History | Added to | 258,172 | 6,265 | 2.71% | 3.03% | 90 | +2,748 | 1.08% | Q2 2026 | Jul 21, 2026 |
| Jefferies Financial Group Inc. | History | New | 257,578 | 6,251 | 0.04% | — | 91 | +257,578 | New | Q2 2026 | Aug 17, 2026 |
| JRM Investment Counsel, LLC | History | No change | 255,000 | 6,188 | 1.5% | 1.65% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 249,530 | 6,056 | 0.04% | 0.05% | 93 | -8,527 | -3.3% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 239,284 | 5,807 | 0.23% | 0.25% | 94 | -2,000 | -0.83% | Q2 2026 | Aug 10, 2026 |
| Americana Partners, LLC | History | Reduced | 217,421 | 5,276 | 0.12% | 0.14% | 95 | -11,296 | -4.94% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 216,693 | 5,259 | 0.0% | 0.01% | 96 | -16,409 | -7.04% | Q2 2026 | Aug 24, 2026 |
| HF Advisory Group, LLC | History | Reduced | 211,872 | 5,142 | 1.59% | 1.89% | 97 | -16,174 | -7.09% | Q2 2026 | Jul 08, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 206,224 | 5,005 | 0.03% | 0.03% | 98 | +8,137 | 4.11% | Q2 2026 | Jul 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 183,844 | 4,873 | 0.1% | 0.09% | 99 | +1,238 | 0.68% | Q2 2026 | Jul 29, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | No change | 197,711 | 4,798 | 0.09% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 194,490 | 4,720 | 0.02% | 0.04% | 101 | -9,650 | -4.73% | Q2 2026 | Aug 11, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 189,439 | 4,597 | 0.4% | 0.46% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Added to | 188,517 | 4,575 | 0.03% | 0.0% | 103 | +184,788 | 4955.43% | Q2 2026 | Aug 10, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 186,437 | 4,524 | 0.08% | 0.09% | 104 | +9,096 | 5.13% | Q2 2026 | Jul 30, 2026 |
| Nuveen, LLC | History | New | 182,822 | 4,437 | 0.0% | — | 105 | +182,822 | New | Q2 2026 | Aug 11, 2026 |
| Heronetta Management, L.P. | History | No change | 181,025 | 4,393 | 4.03% | 4.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Added to | 179,436 | 4,354 | 0.0% | 0.0% | 107 | +1,548 | 0.87% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 178,935 | 4,342 | 0.0% | 0.0% | 108 | -16,057 | -8.23% | Q2 2026 | Aug 03, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 178,200 | 4,324 | 0.02% | 0.03% | 109 | +3,197 | 1.83% | Q2 2026 | Aug 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 175,704 | 4,264 | 1.09% | 1.16% | 110 | -92 | -0.05% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 170,039 | 4,127 | 0.01% | 0.01% | 111 | -1,082 | -0.63% | Q2 2026 | Aug 05, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 167,049 | 4,054 | 0.12% | 0.13% | 112 | +8,081 | 5.08% | Q2 2026 | Jul 14, 2026 |
| Legal & General Group Plc | History | Reduced | 162,324 | 3,939 | 0.0% | 0.0% | 113 | -3,033 | -1.83% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 161,791 | 3,926 | 1.21% | 1.29% | 114 | -2,137 | -1.3% | Q2 2026 | Aug 12, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 160,675 | 3,899 | 2.5% | 2.51% | 115 | -1,400 | -0.86% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | Reduced | 157,995 | 3,834 | 0.01% | 0.01% | 116 | -82,608 | -34.33% | Q2 2026 | Aug 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 146,133 | 3,546 | 0.0% | 0.0% | 117 | +17,964 | 14.02% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 141,411 | 3,432 | 0.0% | 0.0% | 118 | +8,149 | 6.12% | Q2 2026 | Aug 13, 2026 |
| ProVise Management Group, LLC | History | Reduced | 141,143 | 3,425 | 0.23% | 0.25% | 119 | -291 | -0.21% | Q2 2026 | Aug 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 132,084 | 3,205 | 0.01% | 0.01% | 120 | -14,276 | -9.75% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | Reduced | 131,918 | 3,201 | 0.06% | 0.25% | 121 | -340,523 | -72.08% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | Reduced | 131,061 | 3,181 | 0.08% | 0.23% | 122 | -215,792 | -62.21% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 130,248 | 3,161 | 0.0% | 0.0% | 123 | -46,202 | -26.18% | Q2 2026 | Aug 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 127,200 | 3,087 | 0.0% | 0.01% | 124 | -26,500 | -17.24% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 120,472 | 2,923 | 0.0% | 0.0% | 125 | -18,447 | -13.28% | Q2 2026 | Aug 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 112,237 | 2,723 | 0.0% | 0.0% | 126 | +38,048 | 51.29% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 110,476 | 2,681 | 0.01% | 0.01% | 127 | +16,004 | 16.94% | Q2 2026 | Jul 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 107,159 | 2,600 | 0.07% | 0.08% | 128 | +2,705 | 2.59% | Q2 2026 | Jul 24, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 106,488 | 2,584 | 0.0% | 0.0% | 129 | -60,213 | -36.12% | Q2 2026 | Aug 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 105,380 | 2,558 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 103,822 | 2,520 | 0.01% | 0.01% | 131 | -6,098 | -5.55% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 103,411 | 2,509 | 0.01% | 0.01% | 132 | -4,093 | -3.81% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 99,914 | 2,424 | 0.0% | 0.0% | 133 | +18,736 | 23.08% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 97,643 | 2,369 | 0.04% | 0.04% | 134 | +1,629 | 1.7% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 95,076 | 2,307 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 91,117 | 2,211 | 0.03% | 0.03% | 136 | +4,499 | 5.19% | Q2 2026 | Aug 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 90,500 | 2,197 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Jupiter Topco LLC | History | New | 90,500 | 2,195 | 0.0% | — | 138 | +90,500 | New | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | New | 89,751 | 2,178 | 0.06% | — | 139 | +89,751 | New | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 87,746 | 2,129 | 0.02% | 0.02% | 140 | -23,587 | -21.19% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 87,393 | 2,121 | 0.0% | 0.0% | 141 | +1,567 | 1.83% | Q2 2026 | Sep 02, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 85,831 | 2,083 | 0.02% | 0.02% | 142 | +15,760 | 22.49% | Q2 2026 | Aug 13, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 82,551 | 2,072 | 0.34% | 0.34% | 143 | +7,983 | 10.71% | Q2 2026 | Jul 16, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 84,656 | 2,054 | 0.09% | 0.11% | 144 | +3,762 | 4.65% | Q2 2026 | Jul 28, 2026 |
| Diesslin Group, Inc. | History | Added to | 82,841 | 2,010 | 0.78% | 0.9% | 145 | +664 | 0.81% | Q2 2026 | Jul 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 79,679 | 1,933 | 0.0% | 0.0% | 146 | +39,471 | 98.17% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | Reduced | 78,532 | 1,905 | 0.08% | 0.1% | 147 | -9,093 | -10.38% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 76,732 | 1,862 | 0.01% | 0.01% | 148 | -25,122 | -24.66% | Q2 2026 | Aug 04, 2026 |
| Headlands Technologies LLC | History | Added to | 76,580 | 1,858 | 0.2% | 0.03% | 149 | +65,720 | 605.16% | Q2 2026 | Aug 12, 2026 |
| Argent Advisors, Inc. | History | Reduced | 70,234 | 1,704 | 0.43% | 0.48% | 150 | -1,514 | -2.11% | Q2 2026 | Aug 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 68,848 | 1,671 | 1.19% | 1.18% | 151 | -62 | -0.09% | Q2 2026 | Aug 18, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 67,000 | 1,626 | 0.0% | 0.0% | 152 | -6,000 | -8.22% | Q2 2026 | Jul 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 64,696 | 1,570 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 63,050 | 1,530 | 0.0% | 0.0% | 154 | -882 | -1.38% | Q2 2026 | Aug 06, 2026 |
| Adams Asset Advisors, LLC | History | No change | 57,753 | 1,401 | 0.16% | 0.16% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 57,073 | 1,385 | 0.0% | 0.0% | 156 | +18,005 | 46.09% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 52,895 | 1,309 | 0.0% | 0.0% | 157 | -40,926 | -43.62% | Q2 2026 | Jul 15, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 53,900 | 1,308 | 0.05% | 0.05% | 158 | -200 | -0.37% | Q2 2026 | Jul 08, 2026 |
| Arizona State Retirement System | History | Reduced | 53,242 | 1,292 | 0.01% | 0.01% | 159 | -1,113 | -2.05% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 52,526 | 1,274 | 0.01% | 0.0% | 160 | +43,719 | 496.41% | Q2 2026 | Jul 17, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 51,000 | 1,237 | 0.23% | 0.24% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | No change | 51,000 | 1,237 | 0.67% | 0.68% | 162 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 49,323 | 1,197 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Added to | 49,043 | 1,190 | 0.0% | 0.0% | 164 | +29,925 | 156.53% | Q2 2026 | Aug 13, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 48,140 | 1,168 | 0.1% | 0.11% | 165 | -501 | -1.03% | Q2 2026 | Jul 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 47,326 | 1,148 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 46,926 | 1,138 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 46,482 | 1,128 | 0.0% | 0.0% | 168 | -2,231 | -4.58% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 46,454 | 1,127 | 0.0% | 0.0% | 169 | +671 | 1.47% | Q2 2026 | Jul 28, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 44,700 | 1,084 | 0.1% | 0.14% | 170 | -2,400 | -5.1% | Q2 2026 | Aug 03, 2026 |
| Amundi | History | Added to | 44,385 | 1,077 | 0.0% | 0.0% | 171 | +14,166 | 46.88% | Q2 2026 | Aug 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 43,700 | 1,060 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 43,347 | 1,052 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 42,616 | 1,034 | 0.0% | 0.0% | 174 | +18,070 | 73.62% | Q2 2026 | Aug 13, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 42,059 | 1,020 | 0.61% | 0.61% | 175 | +705 | 1.7% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 41,500 | 1,007 | 0.01% | — | 176 | +41,500 | New | Q2 2026 | Aug 25, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 41,327 | 1,003 | 0.0% | 0.01% | 177 | -7,075 | -14.62% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 41,304 | 1,002 | 0.0% | 0.0% | 178 | -26,122 | -38.74% | Q2 2026 | Aug 07, 2026 |
| Dakota Wealth Management | History | Reduced | 40,167 | 974 | 0.02% | 0.02% | 179 | -2,204 | -5.2% | Q2 2026 | Aug 07, 2026 |
| Leisure Capital Management | History | Added to | 39,728 | 964 | 0.3% | 0.34% | 180 | +33 | 0.08% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 39,290 | 953 | 0.01% | 0.01% | 181 | +4,306 | 12.31% | Q2 2026 | Jul 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 38,983 | 946 | 0.01% | 0.02% | 182 | +334 | 0.86% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 38,772 | 941 | 0.02% | 0.02% | 183 | +493 | 1.29% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | Reduced | 35,606 | 864 | 0.0% | 0.0% | 184 | -1,847 | -4.93% | Q2 2026 | Aug 14, 2026 |
| COWA, LLC | History | Reduced | 33,870 | 822 | 0.21% | 0.22% | 185 | -107 | -0.31% | Q2 2026 | Aug 05, 2026 |
| COFG Advisors, LLC | History | Added to | 33,080 | 802 | 0.14% | 0.2% | 186 | +563 | 1.73% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 31,754 | 770 | 0.0% | 0.0% | 187 | -2,431 | -7.11% | Q2 2026 | Jul 29, 2026 |
| PFG Investments, LLC | History | Reduced | 30,562 | 741 | 0.03% | 0.04% | 188 | -5,506 | -15.27% | Q2 2026 | Jul 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 30,000 | 728 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 29,950 | 726 | 0.0% | 0.0% | 190 | -255 | -0.84% | Q2 2026 | Aug 19, 2026 |
| Requisite Capital Management, LLC | History | No change | 29,576 | 717 | 0.12% | 0.13% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 29,050 | 705 | 0.01% | 0.01% | 192 | -900 | -3.01% | Q2 2026 | Aug 03, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 28,767 | 698 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Intrua Financial, LLC | History | Reduced | 28,103 | 682 | 0.06% | 0.07% | 194 | -1,489 | -5.03% | Q2 2026 | Jul 24, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 27,327 | 663 | 0.01% | 0.01% | 195 | -1,245 | -4.36% | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 26,197 | 635 | 0.03% | 0.04% | 196 | +7 | 0.03% | Q2 2026 | Aug 10, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Added to | 26,114 | 633 | 0.44% | 0.47% | 197 | +526 | 2.06% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 25,816 | 625 | 0.0% | 0.0% | 198 | +2,239 | 9.5% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 25,196 | 611 | 0.01% | 0.01% | 199 | -17 | -0.07% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 24,253 | 588 | 0.0% | 0.0% | 200 | +3,042 | 14.34% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 23,949 | 569 | 0.0% | 0.0% | 202 | +612 | 2.62% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 23,450 | 569 | 0.01% | 0.01% | 201 | -75 | -0.32% | Q2 2026 | Aug 04, 2026 |
| Storgate, LLC | History | No change | 23,072 | 559 | 0.12% | 0.44% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 22,843 | 554 | 0.01% | 0.01% | 204 | +1,314 | 6.1% | Q2 2026 | Aug 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 22,472 | 545 | 0.0% | 0.0% | 205 | +5,894 | 35.55% | Q2 2026 | Aug 14, 2026 |
| ELCO Management Co., LLC | History | Added to | 22,460 | 545 | 0.24% | 0.25% | 206 | +1,000 | 4.66% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 22,434 | 544 | 0.01% | 0.01% | 207 | -2,491 | -9.99% | Q2 2026 | Jul 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,349 | 542 | 0.01% | 0.01% | 208 | +3 | 0.01% | Q2 2026 | Jul 31, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Added to | 22,055 | 535 | 0.1% | 0.1% | 209 | +150 | 0.68% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,441 | 520 | 0.0% | 0.0% | 210 | +1,788 | 9.1% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 21,019 | 510 | 0.0% | 0.0% | 211 | +1,767 | 9.18% | Q2 2026 | Jul 29, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 19,465 | 507 | 0.01% | 0.06% | 212 | +3,560 | 22.38% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 19,465 | 507 | 0.01% | 0.01% | 213 | +2,356 | 13.77% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 20,668 | 501 | 0.0% | 0.0% | 214 | +9,344 | 82.52% | Q2 2026 | Aug 18, 2026 |
| Creative Planning | History | Added to | 20,345 | 493 | 0.0% | 0.0% | 215 | +2,821 | 16.1% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 20,035 | 486 | 0.0% | 0.0% | 216 | +6,183 | 44.64% | Q2 2026 | Aug 07, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 20,000 | 485 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 18,539 | 449 | 0.07% | 0.07% | 218 | -579 | -3.03% | Q2 2026 | Jul 17, 2026 |
| ProShare Advisors LLC | History | Added to | 18,266 | 443 | 0.0% | 0.0% | 219 | +1,864 | 11.36% | Q2 2026 | Aug 11, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 18,245 | 442 | 0.27% | 0.29% | 220 | -232 | -1.26% | Q2 2026 | Jul 28, 2026 |
| Texas Yale Capital Corp. | History | No change | 18,125 | 439 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callahan Advisors, LLC | History | Added to | 17,600 | 427 | 0.03% | 0.03% | 222 | +4,000 | 29.41% | Q2 2026 | Aug 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 17,549 | 426 | 0.0% | 0.0% | 223 | -4,973 | -22.08% | Q2 2026 | Aug 10, 2026 |
| Arista Wealth Management, LLC | History | No change | 17,562 | 426 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 17,642 | 425 | 0.04% | 0.04% | 225 | -660 | -3.61% | Q2 2026 | Aug 12, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 17,524 | 425 | 0.1% | 0.12% | 226 | -352 | -1.97% | Q2 2026 | Jul 21, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 16,837 | 408 | 0.07% | — | 227 | +16,837 | New | Q2 2026 | Jul 21, 2026 |
| Alliance Wealth Advisors, LLC | History | Reduced | 16,273 | 394 | 0.13% | 0.17% | 229 | -86 | -0.53% | Q2 2026 | Jul 09, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 16,275 | 394 | 0.03% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Palo Duro Investment Partners, LP | History | Added to | 16,170 | 392 | 0.08% | 0.08% | 230 | +186 | 1.16% | Q2 2026 | Aug 14, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 16,099 | 390 | 0.15% | 0.17% | 231 | -6 | -0.04% | Q2 2026 | Jul 14, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 15,513 | 376 | 0.18% | 0.22% | 232 | -55 | -0.35% | Q2 2026 | Aug 07, 2026 |
| SL ADVISORS, LLC | History | Reduced | 15,450 | 374 | 0.65% | 0.64% | 233 | -115 | -0.74% | Q2 2026 | Jul 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,408 | 373 | 0.0% | 0.0% | 234 | -26,187 | -62.96% | Q2 2026 | Jul 27, 2026 |
| Highlander Partners, L.P. | History | No change | 15,000 | 364 | 0.12% | 0.14% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 14,850 | 360 | 0.05% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 14,530 | 352 | 0.01% | 0.01% | 237 | -1,370 | -8.62% | Q2 2026 | Aug 03, 2026 |
| XTX Topco Ltd | History | Reduced | 14,091 | 341 | 0.0% | 0.05% | 238 | -113,052 | -88.92% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 13,852 | 336 | 0.0% | 0.0% | 239 | +208 | 1.52% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 13,691 | 332 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 13,266 | 321 | 0.01% | — | 241 | +13,266 | New | Q2 2026 | Jul 23, 2026 |
| ALLSTATE CORP | History | Reduced | 13,223 | 320 | 0.0% | 0.02% | 242 | -49,160 | -78.8% | Q2 2026 | Aug 13, 2026 |
| Lavaca Capital LLC | History | New | 12,983 | 315 | 0.03% | — | 245 | +12,983 | New | Q2 2026 | Aug 14, 2026 |
| Counterpoint Mutual Funds LLC | History | Reduced | 12,990 | 315 | 0.03% | 0.05% | 244 | -573 | -4.22% | Q2 2026 | Jul 20, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 13,002 | 315 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 12,758 | 309 | 0.05% | — | 246 | +12,758 | New | Q2 2026 | Jul 23, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 12,432 | 301 | 0.05% | 0.05% | 247 | -461 | -3.58% | Q2 2026 | Jul 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 12,243 | 297 | 0.01% | 0.01% | 249 | -75 | -0.61% | Q2 2026 | Aug 13, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 12,255 | 297 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 12,133 | 294 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 11,846 | 287 | 0.01% | 0.01% | 251 | -4,954 | -29.49% | Q2 2026 | Aug 14, 2026 |
| Amplify Investments, LLC | History | Added to | 11,660 | 282 | 3.9% | 4.3% | 252 | +1,749 | 17.65% | Q2 2026 | Aug 10, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 11,630 | 282 | 0.09% | 0.1% | 253 | -230 | -1.94% | Q2 2026 | Aug 10, 2026 |
| SCS Capital Management LLC | History | Reduced | 11,464 | 278 | 0.0% | 0.01% | 254 | -9,397 | -45.05% | Q2 2026 | Aug 06, 2026 |
| Principle Wealth Partners LLC | History | No change | 11,445 | 277 | 0.01% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,162 | 270 | 0.0% | 0.0% | 256 | -3,097 | -21.72% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 11,019 | 267 | 0.03% | 0.04% | 257 | -617 | -5.3% | Q2 2026 | Jul 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10,969 | 266 | 0.0% | 0.0% | 258 | -14,134 | -56.3% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 10,880 | 264 | 0.0% | 0.0% | 259 | +1,502 | 16.02% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 10,634 | 258 | 0.0% | 0.0% | 260 | +1,303 | 13.96% | Q2 2026 | Jul 28, 2026 |
| W.H. Cornerstone Investments Inc. | History | New | 10,583 | 256 | 0.14% | — | 261 | +10,583 | New | Q2 2026 | Aug 07, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | New | 10,400 | 252 | 0.06% | — | 262 | +10,400 | New | Q2 2026 | Aug 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 10,154 | 246 | 0.07% | 0.09% | 263 | -1,290 | -11.27% | Q2 2026 | Aug 12, 2026 |
| DRW Securities, LLC | History | Reduced | 10,093 | 244 | 0.01% | 0.01% | 264 | -34,370 | -77.3% | Q2 2026 | Aug 14, 2026 |
| Disciplined Investments, LLC | History | Reduced | 9,794 | 237 | 0.08% | 0.1% | 265 | -1,300 | -11.72% | Q2 2026 | Aug 07, 2026 |
| Platform Technology Partners | History | Reduced | 9,561 | 232 | 0.04% | 0.05% | 266 | -273 | -2.78% | Q2 2026 | Jul 24, 2026 |
| CFO4Life Group, LLC | History | Added to | 9,492 | 230 | 0.03% | 0.03% | 267 | +153 | 1.64% | Q2 2026 | Aug 12, 2026 |
| PDS Planning, Inc | History | New | 9,450 | 229 | 0.01% | — | 268 | +9,450 | New | Q2 2026 | Aug 05, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 9,408 | 228 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 9,291 | 225 | 0.0% | 0.0% | 270 | +3,650 | 64.7% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | New | 8,980 | 216 | 0.02% | — | 271 | +8,980 | New | Q2 2026 | Aug 18, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 8,867 | 215 | 0.21% | 0.23% | 272 | -134 | -1.49% | Q2 2026 | Aug 04, 2026 |
| GDS Wealth Management | History | No change | 8,889 | 215 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quartz Partners, LLC | History | New | 8,648 | 209 | 0.07% | — | 274 | +8,648 | New | Q2 2026 | Aug 10, 2026 |
| OceanIQ Capital, LLC | History | New | 8,100 | 203 | 0.12% | — | 275 | +8,100 | New | Q2 2026 | Aug 12, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 8,362 | 202 | 0.05% | 0.05% | 276 | +433 | 5.46% | Q2 2026 | Aug 11, 2026 |
| Brucke Financial, Inc. | History | Added to | 8,325 | 202 | 0.09% | 0.1% | 277 | +11 | 0.13% | Q2 2026 | Jul 21, 2026 |
| Rossby Financial, LCC | History | Added to | 8,239 | 199 | 0.04% | 0.02% | 278 | +4,072 | 97.72% | Q2 2026 | Aug 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 7,843 | 190 | 0.03% | — | 279 | +7,843 | New | Q2 2026 | Aug 04, 2026 |
| Plato Investment Management Ltd | History | Reduced | 7,748 | 186 | 0.01% | 0.02% | 280 | -2,384 | -23.53% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,662 | 185 | 0.0% | 0.0% | 281 | -1,394 | -15.39% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 6,531 | 158 | 0.0% | 0.0% | 282 | +1,053 | 19.22% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 6,497 | 157 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 6,000 | 145 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| State of Wyoming | History | Reduced | 5,558 | 134 | 0.01% | 0.02% | 285 | -985 | -15.05% | Q2 2026 | Aug 06, 2026 |
| General Partner, Inc. | History | No change | 5,500 | 133 | 0.07% | 0.08% | 286 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 5,300 | 128 | 0.07% | 0.08% | 287 | -600 | -10.17% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,211 | 126 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5,000 | 121 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 4,536 | 110 | 0.04% | 0.05% | 290 | -189 | -4.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Added to | 3,693 | 89 | 0.0% | 0.0% | 291 | +45 | 1.23% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,597 | 87 | 0.0% | 0.0% | 292 | -3 | -0.08% | Q2 2026 | Aug 10, 2026 |
| Cape Investment Advisory, Inc. | History | New | 3,375 | 81 | 0.02% | — | 293 | +3,375 | New | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 3,307 | 80 | 0.0% | — | 294 | +3,307 | New | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 3,062 | 74 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ameritas Advisory Services, LLC | History | New | 2,650 | 64 | 0.0% | — | 296 | +2,650 | New | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | New | 2,496 | 60 | 0.0% | — | 298 | +2,496 | New | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 2,500 | 60 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,417 | 58 | 0.0% | 0.0% | 299 | +1,917 | 383.4% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | Added to | 2,319 | 56 | 0.0% | 0.0% | 300 | +2,000 | 626.96% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 2,300 | 55 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 1,995 | 48 | 0.01% | 0.01% | 302 | +255 | 14.66% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,877 | 45 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,490 | 36 | 0.0% | 0.0% | 304 | -795 | -34.79% | Q2 2026 | Jul 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 1,321 | 32 | 0.0% | — | 305 | +1,321 | New | Q2 2026 | Aug 10, 2026 |
| First Bancorp, Inc /ME/ | History | New | 1,230 | 29 | 0.01% | — | 306 | +1,230 | New | Q2 2026 | Aug 11, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1,160 | 28 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,111 | 26 | 0.0% | — | 309 | +1,111 | New | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,069 | 26 | 0.0% | 0.0% | 308 | -20 | -1.84% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 990 | 24 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avion Wealth | History | No change | 838 | 20 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hilltop National Bank | History | No change | 800 | 19 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Luken Investment Analytics, LLC | History | No change | 750 | 18 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SJS Investment Consulting Inc. | History | No change | 705 | 17 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 700 | 16 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Capital Management LLC | History | No change | 690 | 16 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Center for Financial Services | History | No change | 600 | 14 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 595 | 14 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 566 | 13 | 0.0% | 0.0% | 319 | -1,887 | -76.93% | Q2 2026 | Aug 12, 2026 |
| Markowski Investments | History | New | 500 | 12 | 0.0% | — | 320 | +500 | New | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 490 | 11 | 0.0% | — | 322 | +490 | New | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 479 | 11 | 0.0% | 0.0% | 321 | -58 | -10.8% | Q2 2026 | Jul 21, 2026 |
| Mosley Wealth Management | History | Added to | 430 | 10 | 0.0% | 0.0% | 323 | +15 | 3.61% | Q2 2026 | Jul 23, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 300 | 7 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 312 | 7 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 300 | 7 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concord Wealth Partners | History | New | 234 | 5 | 0.0% | — | 332 | +234 | New | Q2 2026 | Jul 27, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 207 | 5 | 0.01% | — | 333 | +207 | New | Q2 2026 | Aug 10, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 232 | 5 | 0.0% | 0.0% | 328 | +4 | 1.75% | Q2 2026 | Jul 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 213 | 5 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 247 | 5 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Blue Trust, Inc. | History | No change | 243 | 5 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Boreal Capital Management LLC | History | No change | 215 | 5 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FNY Investment Advisers, LLC | History | New | 200 | 4 | 0.0% | — | 336 | +200 | New | Q2 2026 | Jul 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 166 | 4 | 0.0% | 0.0% | 334 | +98 | 144.12% | Q2 2026 | Sep 02, 2026 |
| City State Bank | History | No change | 200 | 4 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Copia Wealth Management | History | New | 135 | 3 | 0.0% | — | 341 | +135 | New | Q2 2026 | Aug 17, 2026 |
| Archer Investment Corp | History | Added to | 130 | 3 | 0.0% | 0.0% | 338 | +3 | 2.36% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 163 | 3 | 0.0% | 0.0% | 337 | +2 | 1.24% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 162 | 3 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 133 | 3 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeSteps Financial, Inc. | History | New | 100 | 2 | 0.0% | — | 346 | +100 | New | Q2 2026 | Jul 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 100 | 2 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 86 | 2 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFS Advisors, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 97 | 2 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | Reduced | 60 | 1 | 0.0% | 0.0% | 350 | -52 | -46.43% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 81 | 1 | 0.0% | 0.0% | 347 | -9 | -10.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Aventail Capital Group, LP | History | Closed out | 0 | 0 | — | 0.18% | — | -152,648 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -150,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -56,771 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -46,365 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.15% | — | -35,457 | -100.0% | Q2 2026 | Aug 04, 2026 |
| CenterStar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -30,800 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -13,700 | -100.0% | Q2 2026 | Aug 04, 2026 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,914 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,868 | -100.0% | Q2 2026 | Jul 28, 2026 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,333 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -9,191 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,138 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,102 | -100.0% | Q2 2026 | Aug 11, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,851 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | — | 0.07% | — | -8,652 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.19% | — | -7,193 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,340 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -6,299 | -100.0% | Q2 2026 | Aug 14, 2026 |
| O'Domhnaill Enterprises, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,700 | -100.0% | Q2 2026 | Jul 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,102 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q2 2026 | Aug 11, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| New England Capital Financial Advisors LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hara Capital LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |