PennyMac Financial Services, Inc. - PFSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MFN Partners Management, LP | History | No change | 4,531,792 | 394,719 | 8.17% | 8.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 3,921,911 | 341,599 | 0.22% | 0.22% | 2 | +321,131 | 8.92% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 2,327,613 | 202,735 | 0.0% | 0.0% | 3 | +123,932 | 5.62% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,130,571 | 185,569 | 0.03% | 0.03% | 4 | +214,300 | 11.18% | Q2 2026 | Aug 11, 2026 |
| DONALD SMITH & CO., INC. | History | Added to | 1,882,201 | 163,939 | 2.9% | 2.16% | 5 | +509,997 | 37.17% | Q2 2026 | Aug 11, 2026 |
| Rubric Capital Management LP | History | Added to | 1,700,000 | 148,070 | 1.36% | 0.05% | 6 | +1,645,273 | 3006.33% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,659,677 | 144,557 | 0.01% | 0.01% | 7 | +1,592 | 0.1% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,293,868 | 112,695 | 0.0% | 0.0% | 8 | +1,283 | 0.1% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 1,007,153 | 87,723 | 0.01% | 0.01% | 9 | +158,040 | 18.61% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,004,623 | 87,502 | 0.01% | 0.01% | 10 | -91,244 | -8.33% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 922,212 | 80,316 | 0.0% | 0.0% | 11 | +65,060 | 7.59% | Q2 2026 | Sep 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 914,763 | 79,675 | 0.01% | 0.01% | 12 | +244,912 | 36.56% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 807,585 | 70,340 | 0.0% | 0.0% | 13 | +58,244 | 7.77% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 758,664 | 66,090 | 0.0% | 0.0% | 14 | +50,720 | 7.16% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 649,995 | 56,614 | 0.03% | 0.02% | 15 | +217,510 | 50.29% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 622,708 | 54,237 | 0.08% | 0.1% | 16 | +14,776 | 2.43% | Q2 2026 | Aug 13, 2026 |
| Symmetry Investments LP | History | Added to | 496,742 | 43,266 | 2.93% | 1.18% | 17 | +373,246 | 302.23% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 482,441 | 42,020 | 0.01% | 0.01% | 18 | +13,669 | 2.92% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 449,157 | 39,121 | 0.01% | 0.09% | 19 | -2,086,603 | -82.29% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 420,903 | 36,660 | 0.0% | 0.02% | 20 | -958,745 | -69.49% | Q2 2026 | Sep 02, 2026 |
| Senvest Management, LLC | History | Reduced | 401,757 | 34,993 | 1.03% | 1.47% | 21 | -106,876 | -21.01% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 397,792 | 34,647 | 0.01% | 0.01% | 22 | +131,192 | 49.21% | Q2 2026 | Aug 14, 2026 |
| BlueCrest Capital Management Ltd | History | Added to | 396,103 | 34,500 | 1.14% | 1.81% | 23 | +45,008 | 12.82% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 348,769 | 30,377 | 0.01% | 0.0% | 24 | +76,499 | 28.1% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 341,593 | 29,752 | 0.0% | 0.0% | 25 | +222,742 | 187.41% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | Added to | 338,052 | 29,444 | 0.06% | 0.07% | 26 | +14,241 | 4.4% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 320,026 | 27,874 | 0.01% | 0.01% | 27 | +23,655 | 7.98% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 303,380 | 26,424 | 0.0% | 0.0% | 28 | +67,646 | 28.7% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 286,228 | 24,930 | 0.0% | 0.0% | 29 | -93,201 | -24.56% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 282,577 | 24,612 | 0.0% | 0.0% | 30 | +77,777 | 37.98% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 273,555 | 23,826 | 0.0% | 0.0% | 31 | +5,548 | 2.07% | Q2 2026 | Aug 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 267,868 | 23,423 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Kinetic Partners Management, LP | History | Reduced | 209,900 | 18,282 | 0.44% | 1.51% | 33 | -98,900 | -32.03% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 203,262 | 17,622 | 0.0% | 0.0% | 34 | +11,421 | 5.95% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 195,024 | 16,986 | 0.01% | 0.01% | 35 | -10,154 | -4.95% | Q2 2026 | Aug 03, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 193,008 | 16,810 | 0.0% | 0.0% | 36 | +4,720 | 2.51% | Q2 2026 | Aug 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 192,334 | 16,752 | 0.67% | 1.9% | 37 | -269,018 | -58.31% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 169,696 | 14,780 | 0.01% | 0.01% | 38 | +15,974 | 10.39% | Q2 2026 | Aug 14, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 159,766 | 13,915 | 1.02% | 0.49% | 39 | +78,764 | 97.24% | Q2 2026 | Aug 07, 2026 |
| Lightrock Netherlands B.V. | History | Added to | 152,713 | 13,301 | 2.63% | 2.84% | 40 | +500 | 0.33% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 129,357 | 11,266 | 0.04% | 0.02% | 41 | +94,495 | 271.05% | Q2 2026 | Aug 14, 2026 |
| Clearline Capital LP | History | Added to | 129,279 | 11,260 | 0.67% | 0.46% | 42 | +26,893 | 26.27% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 126,725 | 11,037 | 0.01% | 0.01% | 43 | +69,222 | 120.38% | Q2 2026 | Aug 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 124,963 | 10,884 | 0.94% | 1.27% | 44 | -21,000 | -14.39% | Q2 2026 | Aug 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 123,657 | 10,770 | 0.01% | 0.01% | 45 | +60,426 | 95.56% | Q2 2026 | Aug 14, 2026 |
| Inherent Management Corp. | History | New | 120,000 | 10,452 | 4.06% | — | 46 | +120,000 | New | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 112,021 | 9,757 | 0.0% | 0.0% | 47 | +89,721 | 402.34% | Q2 2026 | Aug 14, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Added to | 106,161 | 9,246 | 0.07% | 0.05% | 48 | +46,569 | 78.15% | Q2 2026 | Aug 14, 2026 |
| EMG Holdings, L.P. | History | Added to | 100,000 | 8,710 | 6.96% | 1.45% | 49 | +34,273 | 52.14% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 92,167 | 8,027 | 0.0% | 0.0% | 50 | +41,193 | 80.81% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 88,139 | 7,703 | 0.0% | 0.0% | 51 | +2,900 | 3.4% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 88,378 | 7,697 | 0.5% | 0.52% | 52 | +21,303 | 31.76% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | Reduced | 80,036 | 6,971 | 0.02% | 0.05% | 53 | -148,875 | -65.04% | Q2 2026 | Aug 14, 2026 |
| CastleKnight Management LP | History | Added to | 74,800 | 6,515 | 0.09% | 0.06% | 54 | +30,700 | 69.61% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 69,886 | 6,087 | 0.0% | 0.0% | 55 | +4,242 | 6.46% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 68,681 | 5,982 | 0.0% | 0.0% | 56 | -7,409 | -9.74% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 66,100 | 5,757 | 0.01% | — | 57 | +66,100 | New | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 61,664 | 5,370 | 0.0% | 0.0% | 58 | -1,510 | -2.39% | Q2 2026 | Aug 04, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 60,260 | 5,248 | 0.06% | 0.04% | 59 | +32,810 | 119.53% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | New | 60,135 | 5,237 | 0.07% | — | 60 | +60,135 | New | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 60,100 | 5,234 | 0.0% | 0.0% | 61 | -1,600 | -2.59% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 53,817 | 4,687 | 0.0% | 0.0% | 62 | -129,919 | -70.71% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 51,412 | 4,477 | 0.0% | 0.0% | 63 | +7,245 | 16.4% | Q2 2026 | Aug 03, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 50,121 | 4,365 | 0.19% | 0.31% | 64 | -55,380 | -52.49% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 49,224 | 4,287 | 0.01% | 0.01% | 65 | +1,300 | 2.71% | Q2 2026 | Jul 29, 2026 |
| Twin Tree Management, LP | History | No change | 47,300 | 4,119 | 0.08% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| South Dakota Investment Council | History | No change | 46,038 | 4,010 | 0.07% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 44,571 | 3,884 | 0.0% | 0.0% | 68 | +5,834 | 15.06% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 42,415 | 3,694 | 0.0% | — | 69 | +42,415 | New | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 42,294 | 3,683 | 0.0% | 0.0% | 70 | +2,004 | 4.97% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,172 | 3,150 | 0.0% | 0.0% | 71 | +24,974 | 223.02% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 35,783 | 3,116 | 0.06% | 0.07% | 72 | -7,822 | -17.94% | Q2 2026 | Jul 13, 2026 |
| Unifi Asset Management LP | History | No change | 35,407 | 3,083 | 1.23% | 0.93% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantbot Technologies LP | History | Added to | 35,045 | 3,052 | 0.12% | 0.0% | 74 | +34,693 | 9855.97% | Q2 2026 | Aug 12, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | Reduced | 34,817 | 3,032 | 0.25% | 0.36% | 75 | -8,113 | -18.9% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 34,575 | 3,011 | 0.0% | 0.0% | 76 | -1,899 | -5.21% | Q2 2026 | Aug 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 33,324 | 2,901 | 0.0% | 0.0% | 77 | +16,023 | 92.61% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 31,370 | 2,732 | 0.0% | 0.0% | 78 | +5,355 | 20.58% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 30,830 | 2,685 | 0.0% | 0.0% | 79 | +3,417 | 12.46% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 28,800 | 2,508 | 0.0% | 0.0% | 80 | +65 | 0.23% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 28,004 | 2,439 | 0.0% | 0.0% | 81 | +6,172 | 28.27% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 27,143 | 2,364 | 0.0% | 0.0% | 82 | +14,852 | 120.84% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 26,653 | 2,321 | 0.0% | 0.0% | 83 | +24,296 | 1030.8% | Q2 2026 | Aug 27, 2026 |
| BARCLAYS PLC | History | Reduced | 26,502 | 2,308 | 0.0% | 0.0% | 84 | -10,215 | -27.82% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Reduced | 25,923 | 2,257 | 0.0% | 0.0% | 85 | -481 | -1.82% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 25,837 | 2,250 | 0.0% | 0.0% | 86 | -1,521 | -5.56% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 25,600 | 2,229 | 0.0% | 0.0% | 87 | +3,900 | 17.97% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | Added to | 25,394 | 2,211 | 0.84% | 0.25% | 88 | +17,566 | 224.4% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 19,665 | 1,712 | 0.0% | 0.0% | 89 | +2,640 | 15.51% | Q2 2026 | Sep 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 19,300 | 1,681 | 0.0% | 0.0% | 90 | -28,524 | -59.64% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 17,477 | 1,522 | 0.01% | 0.01% | 91 | +1,529 | 9.59% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | New | 15,006 | 1,307 | 0.05% | — | 92 | +15,006 | New | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,629 | 1,274 | 0.0% | 0.0% | 93 | +708 | 5.09% | Q2 2026 | Aug 19, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 14,457 | 1,259 | 0.04% | 0.06% | 94 | -8,323 | -36.54% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 14,255 | 1,241 | 0.0% | 0.0% | 95 | -3,789 | -21.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 13,825 | 1,204 | 0.0% | 0.0% | 96 | +92 | 0.67% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 13,514 | 1,176 | 0.0% | — | 97 | +13,514 | New | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 13,364 | 1,164 | 0.0% | 0.01% | 98 | -10,477 | -43.95% | Q2 2026 | Aug 04, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 12,969 | 1,129 | 0.0% | 0.0% | 99 | -2,376 | -15.48% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 12,935 | 1,126 | 0.0% | 0.0% | 100 | -182 | -1.39% | Q2 2026 | Aug 13, 2026 |
| Palogic Value Management, L.P. | History | Added to | 12,007 | 1,045 | 0.34% | 0.28% | 101 | +4,507 | 60.09% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 11,700 | 1,019 | 0.0% | 0.0% | 102 | -2,800 | -19.31% | Q2 2026 | Jul 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 10,901 | 949 | 0.0% | 0.0% | 103 | -7,995 | -42.31% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 10,403 | 906 | 0.01% | 0.01% | 104 | +3 | 0.03% | Q2 2026 | Aug 10, 2026 |
| Jain Global LLC | History | Added to | 10,216 | 889 | 0.0% | 0.0% | 105 | +4,692 | 84.94% | Q2 2026 | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 9,900 | 862 | 0.05% | — | 106 | +9,900 | New | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Reduced | 9,616 | 837 | 0.0% | 0.0% | 107 | -5,015 | -34.28% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 9,599 | 836 | 0.0% | 0.0% | 108 | -327 | -3.29% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 8,855 | 771 | 0.01% | 0.01% | 109 | +822 | 10.23% | Q2 2026 | Jul 23, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 8,613 | 750 | 0.12% | 0.17% | 110 | -2,703 | -23.89% | Q2 2026 | Aug 04, 2026 |
| IEQ CAPITAL, LLC | History | New | 8,413 | 732 | 0.0% | — | 111 | +8,413 | New | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Reduced | 8,277 | 720 | 0.0% | 0.0% | 112 | -290 | -3.39% | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 8,166 | 711 | 0.0% | 0.0% | 113 | +665 | 8.87% | Q2 2026 | Aug 13, 2026 |
| Fieldview Capital Management, LLC | History | New | 7,325 | 638 | 0.18% | — | 114 | +7,325 | New | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,900 | 600 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,279 | 546 | 0.01% | 0.01% | 116 | -1,127 | -15.22% | Q2 2026 | Aug 10, 2026 |
| Cullen Capital Management, LLC | History | Added to | 6,266 | 545 | 0.01% | 0.01% | 117 | +523 | 9.11% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | New | 6,000 | 522 | 0.01% | — | 119 | +6,000 | New | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 6,000 | 522 | 0.0% | 0.0% | 118 | -3,200 | -34.78% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 5,836 | 508 | 0.0% | 0.0% | 120 | +468 | 8.72% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,644 | 491 | 0.0% | 0.0% | 121 | +574 | 11.32% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | New | 5,599 | 487 | 0.0% | — | 122 | +5,599 | New | Q2 2026 | Aug 14, 2026 |
| Sound Capital Solutions LLC | History | New | 5,507 | 479 | 0.11% | — | 125 | +5,507 | New | Q2 2026 | Aug 13, 2026 |
| CSS LLC/IL | History | Added to | 5,500 | 479 | 0.02% | 0.02% | 123 | +500 | 10.0% | Q2 2026 | Aug 14, 2026 |
| OPTIMIZE FINANCIAL INC. | History | Reduced | 5,507 | 479 | 0.17% | 0.24% | 124 | -19 | -0.34% | Q2 2026 | Aug 27, 2026 |
| State of Wyoming | History | New | 5,273 | 459 | 0.05% | — | 126 | +5,273 | New | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 5,035 | 438 | 0.0% | 0.0% | 127 | +375 | 8.05% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 4,923 | 428 | 0.0% | 0.0% | 128 | -595 | -10.78% | Q2 2026 | Jul 30, 2026 |
| One Capital Management, LLC | History | No change | 4,831 | 422 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,788 | 417 | 0.0% | 0.03% | 130 | -28,897 | -85.79% | Q2 2026 | Aug 14, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Reduced | 4,756 | 414 | 0.01% | 0.01% | 131 | -174 | -3.53% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | Reduced | 4,400 | 383 | 0.0% | 0.03% | 132 | -95,600 | -95.6% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | New | 4,446 | 383 | 0.04% | — | 133 | +4,446 | New | Q2 2026 | Aug 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,253 | 370 | 0.0% | 0.0% | 134 | -2,081 | -32.85% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 4,022 | 350 | 0.0% | 0.0% | 135 | -5,636 | -58.36% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,930 | 342 | 0.0% | 0.0% | 136 | -308 | -7.27% | Q2 2026 | Aug 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,881 | 338 | 0.0% | 0.0% | 137 | +271 | 7.51% | Q2 2026 | Jul 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,787 | 330 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,713 | 323 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | Reduced | 3,591 | 312 | 0.0% | 0.01% | 140 | -1,972 | -35.45% | Q2 2026 | Aug 10, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 3,495 | 304 | 0.03% | — | 141 | +3,495 | New | Q2 2026 | Jul 20, 2026 |
| Alteri Wealth LLC | History | No change | 3,365 | 293 | 0.08% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,362 | 292 | 0.0% | 0.0% | 143 | -1,661 | -33.07% | Q2 2026 | Aug 11, 2026 |
| Amundi | History | New | 3,250 | 283 | 0.0% | — | 144 | +3,250 | New | Q2 2026 | Aug 11, 2026 |
| Cooper Financial Group | History | No change | 3,099 | 269 | 0.02% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ALLSTATE CORP | History | New | 3,008 | 261 | 0.0% | — | 147 | +3,008 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 2,991 | 261 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 2,986 | 260 | 0.0% | 0.0% | 148 | +220 | 7.95% | Q2 2026 | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 2,987 | 259 | 0.0% | 0.0% | 149 | -794 | -21.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 2,881 | 250 | 0.0% | 0.0% | 150 | +5 | 0.17% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,812 | 244 | 0.0% | 0.0% | 151 | -443 | -13.61% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,725 | 237 | 0.01% | 0.01% | 152 | +350 | 14.74% | Q2 2026 | Aug 13, 2026 |
| DV Trading LLC | History | New | 2,700 | 235 | 0.01% | — | 153 | +2,700 | New | Q2 2026 | Aug 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 2,467 | 214 | 0.02% | 0.03% | 154 | +12 | 0.49% | Q2 2026 | Jul 31, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,419 | 210 | 0.0% | 0.0% | 155 | -200 | -7.64% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | Reduced | 2,300 | 200 | 0.01% | 0.02% | 156 | -3,100 | -57.41% | Q2 2026 | Aug 07, 2026 |
| Nykredit A/S | History | New | 2,244 | 195 | 0.0% | — | 157 | +2,244 | New | Q2 2026 | Sep 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,871 | 162 | 0.0% | 0.01% | 158 | -1,338 | -41.7% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,596 | 140 | 0.0% | 0.0% | 159 | +807 | 102.28% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,583 | 138 | 0.0% | 0.0% | 160 | -9,246 | -85.38% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Added to | 1,178 | 102 | 0.0% | 0.0% | 161 | +1,077 | 1066.34% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 954 | 82 | 0.0% | 0.0% | 162 | +629 | 193.54% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 925 | 81 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 910 | 79 | 0.0% | 0.0% | 164 | +100 | 12.35% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 818 | 71 | 0.0% | 0.0% | 165 | +34 | 4.34% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 787 | 68 | 0.0% | 0.0% | 166 | -205 | -20.67% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 605 | 52 | 0.0% | 0.0% | 167 | -364 | -37.56% | Q2 2026 | Jul 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 491 | 43 | 0.0% | 0.0% | 168 | -148 | -23.16% | Q2 2026 | Aug 07, 2026 |
| Freestone Grove Partners LP | History | Reduced | 473 | 41 | 0.0% | 0.01% | 169 | -11,913 | -96.18% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 448 | 39 | 0.0% | 0.0% | 170 | -155 | -25.7% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Added to | 423 | 37 | 0.02% | 0.01% | 171 | +299 | 241.13% | Q2 2026 | Aug 07, 2026 |
| Silvant Capital Management LLC | History | New | 385 | 33 | 0.0% | — | 172 | +385 | New | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 320 | 27 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 288 | 25 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 278 | 23 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 252 | 21 | 0.0% | 0.0% | 176 | -23 | -8.36% | Q2 2026 | Aug 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 239 | 20 | 0.0% | 0.0% | 177 | +5 | 2.14% | Q2 2026 | Aug 10, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 228 | 19 | 0.0% | 0.0% | 178 | +15 | 7.04% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | Reduced | 200 | 17 | 0.0% | 0.0% | 179 | -2,860 | -93.46% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Added to | 192 | 16 | 0.0% | 0.0% | 180 | +88 | 84.62% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 178 | 15 | 0.0% | 0.01% | 181 | -880 | -83.18% | Q2 2026 | Sep 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 174 | 15 | 0.0% | 0.0% | 182 | +12 | 7.41% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Added to | 164 | 14 | 0.0% | 0.0% | 184 | +149 | 993.33% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Added to | 165 | 14 | 0.0% | 0.0% | 183 | +81 | 96.43% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 144 | 12 | 0.0% | 0.0% | 185 | -170 | -54.14% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 140 | 12 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 106 | 9 | 0.0% | 0.0% | 188 | +18 | 20.45% | Q2 2026 | Jul 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 105 | 9 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 95 | 8 | 0.0% | 0.0% | 189 | -21 | -18.1% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 75 | 7 | 0.0% | 0.0% | 190 | -20 | -21.05% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 75 | 6 | 0.0% | — | 195 | +75 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 75 | 6 | 0.0% | 0.0% | 192 | +47 | 167.86% | Q2 2026 | Jul 17, 2026 |
| Kilter Group LLC | History | Added to | 70 | 6 | 0.0% | 0.0% | 193 | +5 | 7.69% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 80 | 6 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Torren Management, LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Essential Partners LLC | History | Reduced | 46 | 4 | 0.0% | 0.0% | 198 | -38 | -45.24% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 51 | 4 | 0.0% | 0.0% | 196 | +3 | 6.25% | Q2 2026 | Jul 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 53 | 4 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | New | 42 | 3 | 0.0% | — | 201 | +42 | New | Q2 2026 | Jul 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 43 | 3 | 0.0% | 0.0% | 199 | +19 | 79.17% | Q2 2026 | Jul 31, 2026 |
| CVA Family Office, LLC | History | Added to | 43 | 3 | 0.0% | 0.0% | 200 | +6 | 16.22% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 24 | 2 | 0.0% | 0.0% | 202 | -77 | -76.24% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 30 | 2 | 0.0% | — | 209 | +30 | New | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | Added to | 24 | 2 | 0.0% | — | 207 | +15 | 166.67% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 28 | 2 | 0.0% | 0.0% | 205 | +6 | 27.27% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Added to | 33 | 2 | 0.0% | 0.0% | 203 | +5 | 17.86% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 23 | 2 | 0.0% | 0.0% | 208 | +2 | 9.52% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 27 | 2 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fortitude Family Office, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 20 | 1 | 0.0% | — | 215 | +20 | New | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | New | 19 | 1 | 0.0% | — | 216 | +19 | New | Q2 2026 | Jul 24, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 17 | 1 | 0.0% | 0.0% | 213 | -10 | -37.04% | Q2 2026 | Jul 20, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 21 | 1 | 0.0% | 0.0% | 210 | +7 | 50.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPL Wealth Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -362,101 | -100.0% | Q2 2026 | Aug 04, 2026 |
| CANYON CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 2.12% | — | -187,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Azora Capital LP | History | Closed out | 0 | 0 | — | 0.63% | — | -109,878 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.25% | — | -87,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Helix Partners Management LP | History | Closed out | 0 | 0 | — | 1.85% | — | -79,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Closed out | 0 | 0 | — | 1.75% | — | -69,366 | -100.0% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -66,700 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -23,565 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,940 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Prana Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -17,410 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ulysses Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HighVista Strategies LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -7,306 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,602 | -100.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Alamea Verwaltungs GmbH | History | Closed out | 0 | 0 | — | 0.22% | — | -3,408 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Closed out | 0 | 0 | — | 0.0% | — | -3,122 | -100.0% | Q2 2026 | Aug 05, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,735 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,662 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,500 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,447 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,306 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -297 | -100.0% | Q2 2026 | Jul 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -272 | -100.0% | Q2 2026 | Aug 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Reduced | 6 | 0 | — | 0.0% | — | -28 | -82.35% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 11 | 0 | — | — | — | +8 | 266.67% | Q2 2026 | Jul 07, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q2 2026 | Aug 04, 2026 |
| LRI Investments, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 22, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q2 2026 | Jul 30, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q2 2026 | Aug 11, 2026 |
| DecisionPoint Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 05, 2026 |
| Navigoe, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 31, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 10 | 0 | — | — | — | -1 | -9.09% | Q2 2026 | Jul 10, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q2 2026 | Jul 20, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 17, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Principia Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 26, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manchester Capital Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Management Group, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |