Ready Capital Corp - RC
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 | Added to | 17,747,767 | 31,058 | 0.0% | 0.0% | 1 | +3,250,961 | 22.43% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 11,362,315 | 19,888 | 0.0% | 0.0% | 2 | +75,457 | 0.67% | Q2 2026 | Aug 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 7,932,521 | 13,881 | 0.37% | 0.34% | 3 | +689,928 | 9.53% | Q2 2026 | Jul 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 6,489,106 | 11,355 | 0.0% | 0.0% | 4 | -21,055 | -0.32% | Q2 2026 | Aug 13, 2026 |
| MASON CAPITAL MANAGEMENT LLC | History | No change | 4,319,933 | 7,559 | 1.25% | 1.14% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,926,983 | 6,874 | 0.0% | 0.0% | 6 | +184,950 | 4.94% | Q2 2026 | Aug 12, 2026 |
| Waterfall Asset Management, LLC | History | No change | 3,908,983 | 6,840 | 4.19% | 3.54% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Reduced | 3,355,345 | 5,904 | 0.0% | 0.0% | 8 | -38,533 | -1.14% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,147,977 | 5,508 | 0.0% | 0.0% | 9 | +1,514,986 | 92.77% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,038,221 | 5,316 | 0.0% | 0.0% | 10 | -194,908 | -6.03% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,796,045 | 3,143 | 0.0% | 0.0% | 11 | -285,408 | -13.71% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,792,938 | 3,137 | 0.0% | 0.0% | 12 | +93,976 | 5.53% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 1,292,949 | 2,262 | 0.0% | 0.0% | 13 | -108,290 | -7.73% | Q2 2026 | Aug 14, 2026 |
| RAMSEY QUANTITATIVE SYSTEMS | History | No change | 1,249,003 | 2,185 | 1.96% | 2.09% | 14 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,209,565 | 2,116 | 0.0% | 0.0% | 15 | -255,596 | -17.44% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,209,540 | 2,116 | 0.0% | 0.0% | 16 | -178,357 | -12.85% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,208,816 | 2,115 | 0.0% | 0.0% | 17 | +100,979 | 9.11% | Q2 2026 | Aug 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 1,105,627 | 1,945 | 0.44% | 0.28% | 18 | -7,187 | -0.65% | Q2 2026 | Jul 30, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 1,023,341 | 1,790 | 0.0% | 0.0% | 19 | +48,570 | 4.98% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 1,018,434 | 1,782 | 0.0% | 0.0% | 20 | +96,779 | 10.5% | Q2 2026 | Aug 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 863,008 | 1,510 | 0.08% | 0.09% | 21 | -35,643 | -3.97% | Q2 2026 | Jul 31, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 850,129 | 1,487 | 0.1% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 727,537 | 1,273 | 0.0% | 0.0% | 23 | +68,350 | 10.37% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 597,353 | 1,045 | 0.01% | 0.03% | 24 | +47,663 | 8.67% | Q2 2026 | Aug 10, 2026 |
| Atom Investors LP | History | Reduced | 581,559 | 1,017 | 0.09% | 0.08% | 25 | -124,037 | -17.58% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 488,886 | 856 | 0.05% | 0.01% | 26 | +362,959 | 288.23% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 482,777 | 844 | 0.0% | 0.0% | 27 | +12,304 | 2.62% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 466,595 | 816 | 0.0% | 0.0% | 28 | +254,333 | 119.82% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Reduced | 423,372 | 740 | 0.0% | 0.0% | 29 | -116,371 | -21.56% | Q2 2026 | Aug 14, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 386,120 | 675 | 0.24% | 0.23% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 379,514 | 664 | 0.0% | 0.0% | 31 | -66,886 | -14.98% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Reduced | 371,561 | 650 | 0.01% | 0.03% | 32 | -831,066 | -69.1% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | Added to | 349,648 | 611 | 0.1% | 0.04% | 33 | +274,118 | 362.93% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 341,782 | 599 | 0.0% | 0.0% | 34 | +53,343 | 18.49% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 335,978 | 587 | 0.0% | 0.0% | 35 | +303,947 | 948.92% | Q2 2026 | Aug 13, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 332,825 | 582 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 287,241 | 502 | 0.0% | 0.0% | 37 | -41,438 | -12.61% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 263,899 | 461 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IAT REINSURANCE CO LTD. | History | No change | 20,000 | 450 | 0.27% | 0.12% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 230,397 | 403 | 0.0% | 0.0% | 40 | -164,835 | -41.71% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 218,578 | 383 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 190,978 | 334 | 0.0% | 0.0% | 42 | +47,580 | 33.18% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 190,609 | 333 | 0.0% | 0.0% | 43 | +89,443 | 88.41% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 184,100 | 322 | 0.0% | 0.0% | 44 | -12,936 | -6.57% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 186,457 | 302 | 0.0% | 0.0% | 45 | +15,900 | 9.32% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 156,533 | 273 | 0.0% | 0.0% | 46 | -159,040 | -50.4% | Q2 2026 | Sep 02, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 147,661 | 258 | 0.0% | 0.0% | 47 | +12,129 | 8.95% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 140,791 | 246 | 0.0% | 0.0% | 48 | -356,312 | -71.68% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 134,956 | 236 | 0.0% | 0.0% | 49 | -21,144 | -13.55% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 132,863 | 232 | 0.0% | 0.0% | 50 | -2,444,341 | -94.84% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 132,000 | 231 | 0.0% | — | 51 | +132,000 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 125,631 | 219 | 0.0% | 0.0% | 52 | +66,141 | 111.18% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | Reduced | 117,637 | 206 | 0.01% | 0.01% | 53 | -3,782 | -3.11% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 110,943 | 194 | 0.0% | 0.0% | 54 | +75,072 | 209.28% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 106,723 | 186 | 0.0% | 0.0% | 55 | +62,807 | 143.02% | Q2 2026 | Aug 19, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 104,301 | 182 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jain Global LLC | History | New | 102,772 | 179 | 0.0% | — | 57 | +102,772 | New | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 100,255 | 175 | 0.0% | 0.0% | 58 | -2,291 | -2.23% | Q2 2026 | Jul 28, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 97,250 | 170 | 0.01% | — | 59 | +97,250 | New | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 96,731 | 169 | 0.0% | 0.0% | 60 | -238,349 | -71.13% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 99,631 | 161 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 86,161 | 150 | 0.0% | 0.0% | 62 | +66,878 | 346.82% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 104,117 | 149 | 0.0% | 0.0% | 63 | +68,278 | 190.51% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 79,774 | 147 | 0.0% | 0.0% | 64 | +2,106 | 2.71% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 81,566 | 142 | 0.0% | 0.0% | 65 | -56,416 | -40.89% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 80,813 | 141 | 0.0% | 0.0% | 66 | -38,465 | -32.25% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 80,725 | 141 | 0.0% | 0.0% | 67 | +15,181 | 23.16% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | Reduced | 75,609 | 132 | 0.0% | 0.0% | 68 | -1,668 | -2.16% | Q2 2026 | Aug 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 70,208 | 122 | 0.0% | 0.0% | 69 | -5,444 | -7.2% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Added to | 69,768 | 122 | 0.0% | 0.0% | 70 | +3,785 | 5.74% | Q2 2026 | Aug 12, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | No change | 70,000 | 122 | 0.09% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 68,996 | 120 | 0.0% | 0.0% | 72 | +11 | 0.02% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 67,963 | 119 | 0.0% | 0.0% | 73 | +43,075 | 173.08% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 67,802 | 118 | 0.0% | 0.0% | 74 | +59,909 | 759.01% | Q2 2026 | Aug 03, 2026 |
| Eagle Point Credit Management LLC | History | No change | 67,920 | 118 | 0.18% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 66,876 | 117 | 0.0% | 0.0% | 76 | -3,785 | -5.36% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 66,582 | 116 | 0.0% | 0.0% | 77 | -126,326 | -65.49% | Q2 2026 | Aug 14, 2026 |
| OceanIQ Capital, LLC | History | New | 61,054 | 109 | 0.07% | — | 78 | +61,054 | New | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 61,018 | 107 | 0.0% | 0.0% | 79 | +1,383 | 2.32% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 60,945 | 106 | 0.0% | 0.0% | 80 | +1,822 | 3.08% | Q2 2026 | Aug 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 60,296 | 105 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEN GROUP LLC | History | Reduced | 59,824 | 104 | 0.01% | 0.05% | 82 | -253,003 | -80.88% | Q2 2026 | Jul 29, 2026 |
| BRIGHTON JONES LLC | History | Added to | 59,306 | 103 | 0.0% | 0.0% | 83 | +23,092 | 63.77% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 58,000 | 101 | 0.0% | 0.0% | 84 | -162,500 | -73.7% | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | Added to | 56,921 | 99 | 0.01% | 0.01% | 85 | +4,910 | 9.44% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 55,259 | 96 | 0.0% | 0.0% | 86 | -3,614 | -6.14% | Q2 2026 | Aug 12, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 51,103 | 89 | 0.01% | 0.02% | 87 | -23,790 | -31.77% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 47,865 | 83 | 0.0% | 0.0% | 89 | +28,144 | 142.71% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 47,593 | 83 | 0.0% | 0.0% | 88 | +17,405 | 57.66% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 50,258 | 81 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 45,736 | 80 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 46,014 | 80 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 44,418 | 77 | 0.0% | 0.0% | 94 | +1,689 | 3.95% | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 44,049 | 77 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Virtu Financial LLC | History | New | 42,679 | 75 | 0.0% | — | 96 | +42,679 | New | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 42,977 | 75 | 0.0% | 0.0% | 95 | +32,370 | 305.18% | Q2 2026 | Aug 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 42,495 | 74 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 41,358 | 72 | 0.0% | 0.0% | 98 | -9,723 | -19.03% | Q2 2026 | Aug 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 41,424 | 72 | 0.0% | 0.0% | 99 | -776 | -1.84% | Q2 2026 | Jul 20, 2026 |
| Abel Hall, LLC | History | New | 40,733 | 71 | 0.01% | — | 101 | +40,733 | New | Q2 2026 | Jul 24, 2026 |
| SG Americas Securities, LLC | History | Reduced | 40,290 | 71 | 0.0% | 0.0% | 100 | -16,458 | -29.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 38,861 | 68 | 0.0% | — | 102 | +38,861 | New | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | New | 39,948 | 65 | 0.04% | — | 104 | +39,948 | New | Q2 2026 | Jul 09, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 37,403 | 65 | 0.0% | 0.0% | 103 | -291 | -0.77% | Q2 2026 | Jul 31, 2026 |
| Sowell Financial Services LLC | History | Reduced | 36,639 | 64 | 0.0% | 0.0% | 105 | -1,181 | -3.12% | Q2 2026 | Jul 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 36,005 | 63 | 0.0% | 0.0% | 106 | +4,855 | 15.59% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 35,500 | 62 | 0.0% | 0.0% | 107 | -102,499 | -74.28% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 33,784 | 59 | 0.0% | 0.0% | 108 | -2,594 | -7.13% | Q2 2026 | Aug 10, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 33,134 | 57 | 0.0% | 0.0% | 109 | +22,168 | 202.15% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 31,993 | 56 | 0.0% | 0.0% | 110 | +24,414 | 322.13% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 32,221 | 56 | 0.0% | 0.0% | 111 | -6,012 | -15.72% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | Added to | 22,697 | 54 | 0.0% | 0.0% | 112 | +1,214 | 5.65% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 30,809 | 53 | 0.0% | 0.0% | 113 | -2,061 | -6.27% | Q2 2026 | Jul 21, 2026 |
| STRS OHIO | History | No change | 30,200 | 52 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 28,576 | 50 | 0.0% | 0.0% | 116 | -170,859 | -85.67% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 28,992 | 50 | 0.0% | 0.0% | 117 | -6,031 | -17.22% | Q2 2026 | Aug 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 28,456 | 50 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 25,979 | 45 | 0.0% | 0.0% | 119 | -14,155 | -35.27% | Q2 2026 | Aug 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 26,085 | 45 | 0.0% | 0.0% | 118 | +4,378 | 20.17% | Q2 2026 | Jul 20, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 25,518 | 44 | 0.01% | 0.01% | 120 | +126 | 0.5% | Q2 2026 | Aug 05, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 25,163 | 44 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 24,699 | 43 | 0.01% | 0.02% | 124 | -20,878 | -45.81% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 24,929 | 43 | 0.0% | 0.0% | 123 | +11,887 | 91.14% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 24,598 | 43 | 0.0% | 0.0% | 122 | +11,346 | 85.62% | Q2 2026 | Aug 07, 2026 |
| Cascade Financial Partners, LLC | History | No change | 24,480 | 42 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 23,435 | 41 | 0.0% | — | 128 | +23,435 | New | Q2 2026 | Aug 18, 2026 |
| Illumine Investment Management, LLC | History | Closed out | 0 | 41 | 0.03% | 0.03% | 127 | -23,375 | -100.0% | Q2 2026 | Jul 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 23,667 | 41 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 23,415 | 40 | 0.0% | 0.0% | 130 | -287 | -1.21% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | Reduced | 23,415 | 40 | 0.0% | 0.0% | 131 | -287 | -1.21% | Q2 2026 | Aug 05, 2026 |
| SEI INVESTMENTS CO | History | No change | 23,267 | 40 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | New | 22,336 | 39 | 0.0% | — | 133 | +22,336 | New | Q2 2026 | Jul 20, 2026 |
| Miller Global Investments, LLC | History | No change | 22,393 | 39 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 21,986 | 38 | 0.0% | 0.0% | 134 | -861 | -3.77% | Q2 2026 | Jul 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 21,332 | 37 | 0.0% | 0.0% | 135 | +2,156 | 11.24% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 20,448 | 35 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,951 | 33 | 0.0% | 0.0% | 139 | +5,812 | 44.23% | Q2 2026 | Jul 29, 2026 |
| ProShare Advisors LLC | History | Reduced | 19,018 | 33 | 0.0% | 0.0% | 137 | -2,212 | -10.42% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 18,956 | 33 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 18,664 | 32 | 0.0% | 0.0% | 141 | -1,780,887 | -98.96% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 18,419 | 32 | 0.0% | 0.0% | 140 | -917 | -4.74% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 17,974 | 31 | 0.0% | 0.0% | 143 | -2,348 | -11.55% | Q2 2026 | Aug 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 18,219 | 31 | 0.0% | 0.0% | 142 | +1,136 | 6.65% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 17,492 | 30 | 0.0% | 0.0% | 145 | -604 | -3.34% | Q2 2026 | Aug 06, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 19,697 | 30 | 0.0% | 0.0% | 144 | +209 | 1.07% | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 16,952 | 29 | 0.0% | 0.02% | 147 | -41,290 | -70.89% | Q2 2026 | Aug 04, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 16,645 | 29 | 0.0% | — | 148 | +16,645 | New | Q2 2026 | Jul 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 16,983 | 29 | 0.0% | 0.0% | 146 | +204 | 1.22% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 16,279 | 28 | 0.0% | 0.0% | 149 | +4,069 | 33.33% | Q2 2026 | Aug 17, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 16,346 | 28 | 0.0% | 0.0% | 150 | -416 | -2.48% | Q2 2026 | Jul 28, 2026 |
| Sharkey, Howes & Javer | History | No change | 16,218 | 28 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 15,923 | 27 | 0.0% | 0.0% | 152 | -13 | -0.08% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 14,904 | 26 | 0.0% | — | 154 | +14,904 | New | Q2 2026 | Aug 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 14,931 | 26 | 0.0% | 0.0% | 153 | -4,249 | -22.15% | Q2 2026 | Aug 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 14,700 | 25 | 0.0% | 0.0% | 155 | -944 | -6.03% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 14,167 | 24 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 13,297 | 23 | 0.0% | — | 159 | +13,297 | New | Q2 2026 | Sep 08, 2026 |
| Legal & General Group Plc | History | No change | 13,324 | 23 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Map LLC | History | No change | 16,148 | 23 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 13,290 | 22 | 0.0% | — | 164 | +13,290 | New | Q2 2026 | Jul 15, 2026 |
| Krilogy Financial LLC | History | New | 13,031 | 22 | 0.0% | — | 163 | +13,031 | New | Q2 2026 | Jul 27, 2026 |
| XPONANCE LLC | History | Reduced | 13,109 | 22 | 0.0% | 0.0% | 160 | -565 | -4.13% | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | No change | 12,680 | 22 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 12,921 | 22 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,325 | 21 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 11,821 | 20 | 0.0% | — | 167 | +11,821 | New | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,573 | 20 | 0.0% | 0.0% | 166 | +49 | 0.43% | Q2 2026 | Jul 28, 2026 |
| Parcion Private Wealth LLC | History | New | 11,013 | 19 | 0.0% | — | 169 | +11,013 | New | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Added to | 11,197 | 19 | 0.0% | 0.0% | 168 | +583 | 5.49% | Q2 2026 | Jul 20, 2026 |
| Callan Family Office, LLC | History | Reduced | 10,555 | 18 | 0.0% | 0.0% | 172 | -8,665 | -45.08% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Added to | 10,331 | 18 | 0.0% | 0.0% | 171 | +5,280 | 104.53% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,668 | 18 | 0.0% | 0.0% | 170 | +191 | 1.82% | Q2 2026 | Jul 29, 2026 |
| Anfield Capital Management, LLC | History | No change | 10,157 | 16 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | New | 6,597 | 11 | 0.0% | — | 174 | +6,597 | New | Q2 2026 | Aug 06, 2026 |
| Quantum Portfolio Management LLC | History | New | 5,250 | 9 | 0.0% | — | 177 | +5,250 | New | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,546 | 9 | 0.0% | 0.0% | 175 | +3,507 | 172.0% | Q2 2026 | Jul 24, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,823 | 9 | 0.0% | 0.0% | 176 | +6 | 0.33% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 5,040 | 8 | 0.0% | 0.0% | 178 | +3,967 | 369.71% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Added to | 4,242 | 7 | 0.0% | 0.0% | 181 | +3,263 | 333.3% | Q2 2026 | Aug 10, 2026 |
| MOTCO | History | No change | 4,549 | 7 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,961 | 7 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,880 | 6 | 0.0% | 0.0% | 182 | +20 | 0.52% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,315 | 5 | 0.0% | 0.0% | 183 | +2,106 | 174.19% | Q2 2026 | Jul 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,413 | 5 | 0.0% | 0.0% | 184 | -442 | -11.47% | Q2 2026 | Jul 07, 2026 |
| WealthCollab, LLC | History | No change | 3,396 | 5 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,255 | 5 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,740 | 4 | 0.0% | 0.0% | 187 | -2,173 | -44.23% | Q2 2026 | Jul 28, 2026 |
| North Star Investment Management Corp. | History | No change | 2,554 | 4 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 2,425 | 4 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,088 | 3 | 0.0% | — | 190 | +1,690 | 424.62% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,742 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aspect Partners, LLC | History | No change | 2,005 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 1,490 | 2 | 0.0% | 0.0% | 194 | -3,428 | -69.7% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,203 | 2 | 0.0% | 0.0% | 193 | -2,282 | -65.48% | Q2 2026 | Jul 23, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 1,387 | 2 | 0.0% | — | 198 | +1,037 | 296.29% | Q2 2026 | Jul 27, 2026 |
| True Wealth Design, LLC | History | Added to | 1,563 | 2 | 0.0% | 0.0% | 197 | +780 | 99.62% | Q2 2026 | Jul 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,290 | 2 | 0.0% | 0.0% | 195 | +7 | 0.55% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 1,248 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Gravity Companies, Inc. | History | New | 828 | 1 | 0.0% | — | 209 | +828 | New | Q2 2026 | Aug 05, 2026 |
| Quarry LP | History | New | 784 | 1 | 0.0% | — | 210 | +784 | New | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 720 | 1 | 0.0% | 0.0% | 201 | +100 | 16.13% | Q2 2026 | Jul 02, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,030 | 1 | 0.0% | 0.0% | 199 | -81 | -7.29% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 904 | 1 | 0.0% | 0.0% | 200 | +3 | 0.33% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 548 | 1 | 0.0% | 0.0% | 203 | +3 | 0.55% | Q2 2026 | Jul 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,133 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 828 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Coston, McIsaac & Partners | History | No change | 827 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 1,092 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 839 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,100 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,153,493 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TCW GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -874,300 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -476,315 | -100.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -310,465 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -245,106 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203,843 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -101,979 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89,075 | -100.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -76,704 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Permanens Capital L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -65,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Crawford Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -60,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,065 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,512 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -26,759 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,911 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Madison Park Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,150 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Samalin Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,974 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,592 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arcus Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,167 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ENTREWEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,047 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Seed Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,400 | -100.0% | Q2 2026 | Jul 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,940 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Osbon Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,508 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 364 | 0 | — | 0.0% | — | -2,541 | -87.47% | Q2 2026 | Aug 13, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -1,500 | -99.93% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 4 | 0 | — | 0.0% | — | -1,464 | -99.73% | Q2 2026 | Aug 12, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -659 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Fortitude Family Office, LLC | History | New | 467 | 0 | — | — | — | +467 | New | Q2 2026 | Jul 20, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -466 | -100.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 367 | 0 | — | 0.0% | — | -339 | -48.02% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | — | — | -237 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q2 2026 | Aug 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 203 | 0 | — | — | — | +152 | 298.04% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | Added to | 155 | 0 | — | — | — | +109 | 236.96% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | New | 105 | 0 | — | — | — | +105 | New | Q2 2026 | Aug 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q2 2026 | Jul 27, 2026 |
| JPL Wealth Management, LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Avion Wealth | History | Added to | 312 | 0 | — | — | — | +52 | 20.0% | Q2 2026 | Jul 31, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 468 | 0 | — | — | — | +2 | 0.43% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 303 | 0 | — | — | — | -1 | -0.33% | Q2 2026 | Jul 29, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 520 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 118 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 223 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 208 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 531 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 534 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NFSG Corp | History | No change | 389 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 460 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Freestone Grove Partners LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 325 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Roxbury Financial LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Ares Financial Consulting, LLC | History | No change | 225 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clark Wealth Partners | History | No change | 562 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 557 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |