Piedmont Realty Trust, Inc. - PDM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 15,297,139 | 139,968 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 12,682,795 | 116,047 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COHEN & STEERS, INC. | History | No change | 8,088,690 | 74,012 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 6,290,827 | 55,988 | 0.02% | 0.02% | 4 | +562,515 | 9.82% | Q3 2026 | Nov 06, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,566,973 | 50,937 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 5,273,638 | 48,253 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| WILSEY ASSET MANAGEMENT INC | History | Added to | 4,939,487 | 43,961 | 6.45% | 6.6% | 7 | +30,255 | 0.62% | Q3 2026 | Oct 21, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 3,951,829 | 35,171 | 0.97% | 0.98% | 8 | -123,610 | -3.03% | Q3 2026 | Nov 04, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 3,643,054 | 32,423 | 0.06% | 0.06% | 9 | -192,400 | -5.02% | Q3 2026 | Nov 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 3,383,229 | 30,956 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,350,794 | 30,659 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,279,288 | 29,190 | 0.0% | 0.0% | 12 | -248,154 | -7.03% | Q3 2026 | Nov 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,981,922 | 18,134 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DONALD SMITH & CO., INC. | History | No change | 1,944,080 | 17,788 | 0.31% | 0.31% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 1,854,766 | 16,971 | 0.34% | 0.34% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,705,645 | 15,585 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 1,623,873 | 14,452 | 0.02% | 0.02% | 17 | -58,610 | -3.48% | Q3 2026 | Nov 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,576,805 | 14,427 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 1,537,347 | 14,066 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,527,443 | 13,594 | 0.0% | 0.0% | 20 | +229,247 | 17.66% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,275,689 | 11,876 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,240,317 | 11,348 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 1,153,153 | 10,551 | 0.52% | 0.52% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,074,832 | 9,834 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,078,622 | 9,599 | 0.01% | 0.01% | 25 | +72,942 | 7.25% | Q3 2026 | Nov 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,036,345 | 9,482 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 980,523 | 8,971 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 935,518 | 8,559 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 830,143 | 7,595 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 780,641 | 7,142 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 778,322 | 7,121 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 683,216 | 6,251 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 679,845 | 6,220 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | No change | 579,001 | 5,297 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 508,512 | 4,525 | 0.0% | 0.0% | 35 | -35,254 | -6.48% | Q3 2026 | Nov 05, 2026 |
| Nepsis Inc. | History | Added to | 489,139 | 4,353 | 1.37% | 1.5% | 36 | +5,823 | 1.2% | Q3 2026 | Oct 13, 2026 |
| Legal & General Group Plc | History | No change | 429,348 | 3,928 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 426,958 | 3,804 | 0.0% | 0.0% | 38 | +399,563 | 1458.53% | Q3 2026 | Oct 27, 2026 |
| DC Investments Management, LLC | History | No change | 405,502 | 3,710 | 1.27% | 1.27% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 387,878 | 3,549 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 342,302 | 3,132 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 335,657 | 2,987 | 0.0% | 0.0% | 42 | +2,296 | 0.69% | Q3 2026 | Nov 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 325,349 | 2,976 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 299,700 | 2,742 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 293,257 | 2,683 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 272,375 | 2,492 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 269,209 | 2,463 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 265,687 | 2,431 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 250,800 | 2,294 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 244,840 | 2,239 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 236,233 | 2,102 | 0.0% | 0.0% | 51 | +51,488 | 27.87% | Q3 2026 | Nov 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 226,094 | 2,063 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 209,546 | 1,918 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 203,100 | 1,858 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 194,493 | 1,730 | 0.0% | 0.0% | 55 | +8,626 | 4.64% | Q3 2026 | Oct 27, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 180,413 | 1,605 | 0.0% | 0.0% | 56 | +920 | 0.51% | Q3 2026 | Nov 10, 2026 |
| LPL Financial LLC | History | Added to | 177,943 | 1,583 | 0.0% | 0.0% | 57 | +687 | 0.39% | Q3 2026 | Nov 06, 2026 |
| Quantinno Capital Management LP | History | No change | 163,591 | 1,496 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 158,843 | 1,453 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 148,282 | 1,356 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 149,033 | 1,326 | 0.09% | 0.09% | 61 | +11,465 | 8.33% | Q3 2026 | Oct 22, 2026 |
| Focus Partners Wealth | History | No change | 141,572 | 1,295 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 138,891 | 1,270 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 136,464 | 1,248 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 134,689 | 1,232 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 177,493 | 1,166 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 130,054 | 1,157 | 0.0% | 0.0% | 67 | +48,620 | 59.7% | Q3 2026 | Nov 09, 2026 |
| SEI INVESTMENTS CO | History | Added to | 129,540 | 1,152 | 0.0% | 0.0% | 68 | +14,169 | 12.28% | Q3 2026 | Nov 10, 2026 |
| UBS Group AG | History | Reduced | 129,414 | 1,151 | 0.0% | 0.0% | 69 | -272,461 | -67.8% | Q3 2026 | Nov 10, 2026 |
| Allianz Asset Management GmbH | History | No change | 123,651 | 1,131 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cambria Investment Management, L.P. | History | No change | 120,545 | 1,102 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 119,923 | 1,097 | 0.15% | 0.15% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swedbank AB | History | No change | 123,209 | 1,096 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 119,541 | 1,093 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 120,544 | 1,072 | 0.0% | 0.0% | 75 | -17,290 | -12.54% | Q3 2026 | Nov 05, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 116,662 | 1,038 | 0.0% | 0.0% | 76 | -17,093 | -12.78% | Q3 2026 | Oct 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 111,938 | 1,024 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 114,676 | 1,020 | 0.0% | 0.0% | 78 | +8,395 | 7.9% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | Added to | 111,569 | 992 | 0.0% | 0.0% | 79 | +22,169 | 24.8% | Q3 2026 | Nov 06, 2026 |
| FMR LLC | History | Added to | 106,949 | 951 | 0.0% | 0.0% | 80 | +21,765 | 25.55% | Q3 2026 | Nov 10, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 100,541 | 919 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FJ Capital Management LLC | History | No change | 100,262 | 917 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 96,042 | 878 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 94,141 | 861 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 94,593 | 841 | 0.01% | 0.01% | 85 | +47,167 | 99.45% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 92,604 | 824 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Amundi | History | Added to | 88,460 | 787 | 0.0% | 0.0% | 87 | +10,388 | 13.31% | Q3 2026 | Nov 06, 2026 |
| Squarepoint Ops LLC | History | New | 86,853 | 772 | 0.0% | — | 88 | +86,853 | New | Q3 2026 | Nov 09, 2026 |
| Creative Planning | History | Added to | 83,845 | 746 | 0.0% | 0.0% | 89 | +1,741 | 2.12% | Q3 2026 | Nov 02, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 81,714 | 727 | 0.0% | 0.0% | 90 | +6,610 | 8.8% | Q3 2026 | Nov 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 77,604 | 710 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 76,107 | 696 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 75,381 | 689 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 74,236 | 679 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 71,147 | 633 | 0.03% | 0.03% | 95 | -1,969 | -2.69% | Q3 2026 | Oct 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 69,156 | 615 | 0.0% | 0.0% | 96 | +1,248 | 1.84% | Q3 2026 | Nov 06, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 66,949 | 595 | 0.01% | 0.01% | 97 | -959 | -1.41% | Q3 2026 | Oct 15, 2026 |
| VARCOV Co. | History | No change | 64,983 | 594 | 0.23% | 0.23% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 58,448 | 534 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 57,000 | 522 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 54,489 | 498 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 53,634 | 498 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jupiter Topco LLC | History | No change | 53,902 | 492 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 53,794 | 488 | 0.0% | 0.0% | 104 | +10,171 | 23.32% | Q3 2026 | Oct 13, 2026 |
| Aberdeen Group plc | History | Added to | 54,103 | 481 | 0.0% | 0.0% | 105 | +3,098 | 6.07% | Q3 2026 | Nov 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 50,338 | 448 | 0.0% | 0.0% | 106 | +16,431 | 48.46% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 49,577 | 441 | 0.0% | 0.0% | 107 | -2,408 | -4.63% | Q3 2026 | Nov 02, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 49,075 | 436 | 0.0% | 0.0% | 109 | +1,039 | 2.16% | Q3 2026 | Oct 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 47,701 | 436 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 48,562 | 432 | 0.0% | 0.0% | 110 | -182 | -0.37% | Q3 2026 | Oct 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 47,123 | 431 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 45,674 | 417 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 45,341 | 414 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 44,774 | 409 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jefferies Financial Group Inc. | History | New | 45,652 | 406 | 0.0% | — | 115 | +45,652 | New | Q3 2026 | Nov 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 42,580 | 389 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 42,556 | 389 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 42,087 | 385 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 41,170 | 376 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 39,752 | 363 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 38,707 | 354 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 37,490 | 343 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 36,962 | 338 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 36,832 | 327 | 0.0% | 0.0% | 124 | -16,994 | -31.57% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 36,165 | 322 | 0.0% | 0.0% | 125 | -1,660 | -4.39% | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 35,026 | 320 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | Added to | 35,208 | 313 | 0.0% | 0.0% | 128 | +712 | 2.06% | Q3 2026 | Nov 03, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 34,267 | 313 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 35,108 | 312 | 0.0% | 0.0% | 129 | -4,270 | -10.84% | Q3 2026 | Nov 09, 2026 |
| STRS OHIO | History | Added to | 34,700 | 308 | 0.0% | 0.0% | 130 | +9,800 | 39.36% | Q3 2026 | Oct 30, 2026 |
| Metis Global Partners, LLC | History | No change | 32,613 | 298 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 31,443 | 287 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Savant Capital, LLC | History | Added to | 31,842 | 283 | 0.0% | 0.0% | 133 | +20,844 | 189.53% | Q3 2026 | Nov 05, 2026 |
| Cerity Partners LLC | History | No change | 30,806 | 281 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 30,866 | 274 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IEQ CAPITAL, LLC | History | No change | 29,261 | 267 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | Added to | 27,881 | 247 | 0.0% | 0.0% | 137 | +110 | 0.4% | Q3 2026 | Nov 10, 2026 |
| Tidal Investments LLC | History | No change | 26,594 | 243 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 26,600 | 236 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 25,859 | 230 | 0.0% | 0.0% | 140 | +392 | 1.54% | Q3 2026 | Nov 10, 2026 |
| BFSG, LLC | History | No change | 25,811 | 229 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 25,730 | 228 | 0.0% | 0.0% | 142 | -238 | -0.92% | Q3 2026 | Nov 09, 2026 |
| XTX Topco Ltd | History | No change | 24,908 | 227 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 24,518 | 224 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFM Investors Pty Ltd | History | Added to | 25,147 | 223 | 0.0% | 0.0% | 145 | +4,874 | 24.04% | Q3 2026 | Oct 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 24,829 | 220 | 0.0% | 0.0% | 146 | +2,489 | 11.14% | Q3 2026 | Oct 23, 2026 |
| Waverly Advisors, LLC | History | No change | 23,549 | 215 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 23,032 | 204 | 0.0% | 0.0% | 149 | +4 | 0.02% | Q3 2026 | Oct 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 22,330 | 204 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 22,562 | 200 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 22,423 | 199 | 0.0% | 0.0% | 151 | -8 | -0.04% | Q3 2026 | Nov 10, 2026 |
| Achmea Investment Management B.V. | History | New | 22,106 | 196 | 0.0% | — | 152 | +22,106 | New | Q3 2026 | Oct 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 20,938 | 191 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 20,354 | 186 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,198 | 184 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 19,286 | 176 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRW Securities, LLC | History | No change | 18,976 | 173 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 18,888 | 172 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 19,258 | 171 | 0.0% | 0.0% | 159 | +519 | 2.77% | Q3 2026 | Oct 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 18,315 | 167 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 18,570 | 165 | 0.0% | 0.0% | 161 | +465 | 2.57% | Q3 2026 | Nov 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,247 | 157 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,871 | 145 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY TRUST CO | History | No change | 15,800 | 144 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 16,030 | 142 | 0.0% | 0.0% | 165 | -591 | -3.56% | Q3 2026 | Oct 23, 2026 |
| ProShare Advisors LLC | History | Reduced | 15,937 | 141 | 0.0% | 0.0% | 166 | -682 | -4.1% | Q3 2026 | Oct 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 14,901 | 136 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHARF INVESTMENTS, LLC | History | No change | 14,812 | 135 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| UniSuper Management Pty Ltd | History | No change | 14,600 | 129 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Hazelview Securities Inc. | History | Reduced | 14,277 | 127 | 0.02% | 0.06% | 170 | -30,865 | -68.37% | Q3 2026 | Nov 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 14,122 | 125 | 0.0% | 0.0% | 171 | -142 | -1.0% | Q3 2026 | Nov 10, 2026 |
| Belvedere Trading LLC | History | New | 13,736 | 122 | 0.0% | — | 172 | +13,736 | New | Q3 2026 | Nov 05, 2026 |
| Csenge Advisory Group | History | No change | 13,517 | 120 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,193 | 120 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XPONANCE LLC | History | Reduced | 13,409 | 119 | 0.0% | 0.0% | 175 | -208 | -1.53% | Q3 2026 | Nov 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 13,080 | 116 | 0.0% | 0.0% | 176 | +230 | 1.79% | Q3 2026 | Nov 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,751 | 113 | 0.0% | 0.0% | 177 | -691 | -5.14% | Q3 2026 | Nov 06, 2026 |
| Private Advisor Group, LLC | History | No change | 12,316 | 112 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | New | 12,149 | 108 | 0.0% | — | 179 | +12,149 | New | Q3 2026 | Nov 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11,520 | 105 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 11,103 | 101 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,309 | 100 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | Added to | 11,169 | 99 | 0.0% | 0.0% | 183 | +520 | 4.88% | Q3 2026 | Nov 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,815 | 98 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Ballentine Partners, LLC | History | No change | 10,689 | 97 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parallel Advisors, LLC | History | No change | 10,916 | 97 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 10,269 | 93 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 10,222 | 93 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenland Capital Management LP | History | No change | 10,000 | 91 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 10,218 | 90 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | Added to | 9,497 | 86 | 0.0% | 0.0% | 191 | +2,436 | 34.5% | Q3 2026 | Nov 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,242 | 84 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,681 | 77 | 0.0% | 0.0% | 193 | -368 | -4.07% | Q3 2026 | Nov 09, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 7,487 | 68 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 6,944 | 63 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Reduced | 6,000 | 53 | 0.0% | 0.01% | 196 | -2,645 | -30.6% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,024 | 53 | 0.0% | 0.0% | 197 | +116 | 1.96% | Q3 2026 | Oct 08, 2026 |
| Pflug Koory, LLC | History | No change | 4,676 | 41 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| GAMMA Investing LLC | History | Added to | 3,904 | 34 | 0.0% | 0.0% | 199 | +774 | 24.73% | Q3 2026 | Oct 08, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 3,465 | 31 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 3,349 | 29 | 0.0% | 0.0% | 201 | +3,176 | 1835.84% | Q3 2026 | Oct 21, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 2,721 | 24 | 0.0% | — | 203 | +2,721 | New | Q3 2026 | Nov 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,751 | 24 | 0.0% | 0.0% | 202 | +413 | 17.66% | Q3 2026 | Nov 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,471 | 21 | 0.0% | 0.0% | 204 | -87 | -3.4% | Q3 2026 | Oct 22, 2026 |
| Spire Wealth Management | History | No change | 2,372 | 21 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,863 | 17 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 1,895 | 17 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,685 | 14 | 0.0% | 0.0% | 208 | -14 | -0.82% | Q3 2026 | Oct 26, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,281 | 11 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,060 | 10 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | No change | 1,157 | 10 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,068 | 9 | 0.0% | — | 213 | +1,068 | New | Q3 2026 | Oct 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,063 | 9 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | New | 989 | 8 | 0.0% | — | 216 | +989 | New | Q3 2026 | Oct 26, 2026 |
| North Star Investment Management Corp. | History | No change | 900 | 8 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Key FInancial Inc | History | No change | 972 | 8 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 837 | 7 | 0.0% | 0.0% | 217 | +94 | 12.65% | Q3 2026 | Nov 09, 2026 |
| Versant Capital Management, Inc | History | No change | 890 | 7 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 848 | 7 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 771 | 6 | 0.0% | 0.0% | 220 | +238 | 44.65% | Q3 2026 | Nov 10, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 712 | 6 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 591 | 5 | 0.0% | 0.0% | 222 | +55 | 10.26% | Q3 2026 | Nov 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 597 | 5 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 590 | 5 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 602 | 5 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ascentis Wealth Management, LLC | History | New | 457 | 4 | 0.0% | — | 228 | +457 | New | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 504 | 4 | 0.0% | 0.0% | 227 | +74 | 17.21% | Q3 2026 | Nov 05, 2026 |
| IFP Advisors, Inc | History | No change | 473 | 4 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 431 | 3 | 0.0% | — | 230 | +356 | 474.67% | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 431 | 3 | 0.0% | 0.0% | 232 | -41 | -8.69% | Q3 2026 | Nov 10, 2026 |
| Essential Partners LLC | History | Added to | 364 | 3 | 0.0% | 0.0% | 234 | +19 | 5.51% | Q3 2026 | Oct 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 339 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 346 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 374 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 315 | 2 | 0.0% | 0.0% | 236 | -29 | -8.43% | Q3 2026 | Nov 09, 2026 |
| UMB Bank, n.a. | History | No change | 320 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 269 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 221 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 196 | 1 | 0.0% | 0.0% | 240 | -318 | -61.87% | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | New | 187 | 1 | 0.0% | — | 245 | +187 | New | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | Added to | 137 | 1 | 0.0% | — | 241 | +48 | 53.93% | Q3 2026 | Nov 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 129 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 173 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quarry LP | History | No change | 125 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 210 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 100 | 0 | — | 0.04% | — | -539,413 | -99.98% | Q3 2026 | Nov 02, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116,570 | -100.0% | Q3 2026 | Nov 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,359 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Sherry Group, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -11,423 | -100.0% | Q3 2026 | Oct 09, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,756 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,095 | -100.0% | Q3 2026 | Nov 06, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,518 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 56 | 0 | — | 0.0% | — | -700 | -92.59% | Q3 2026 | Oct 26, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -323 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -89 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | New | 67 | 0 | — | — | — | +67 | New | Q3 2026 | Oct 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 62 | 0 | — | — | — | +62 | New | Q3 2026 | Oct 16, 2026 |
| Breakwater Investment Management | History | New | 43 | 0 | — | — | — | +43 | New | Q3 2026 | Oct 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 33 | 0 | — | — | — | -32 | -49.23% | Q3 2026 | Nov 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 67 | 0 | — | — | — | -17 | -20.24% | Q3 2026 | Oct 29, 2026 |
| Covestor Ltd | History | Reduced | 19 | 0 | — | — | — | -12 | -38.71% | Q3 2026 | Oct 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Nov 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 93 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Darwin Wealth Management, LLC | History | No change | 108 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Dunhill Financial, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |