RMR GROUP INC. - RMR
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 | 1,483,326 | 30,452 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nantahala Capital Management, LLC | History | No change | 1,147,902 | 23,566 | 0.78% | 0.78% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 875,317 | 17,970 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flat Footed LLC | History | No change | 861,507 | 17,686 | 1.35% | 1.35% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 859,675 | 17,649 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 762,493 | 15,654 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 693,823 | 14,244 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 535,817 | 11,000 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 480,913 | 9,874 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 418,714 | 8,596 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 406,118 | 8,337 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 390,120 | 8,009 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garner Asset Management Corp | History | No change | 332,472 | 6,809 | 2.21% | 2.21% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 310,912 | 6,383 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | History | No change | 290,000 | 5,954 | 0.58% | 0.58% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 193,846 | 3,979 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 188,393 | 3,867 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 186,768 | 3,834 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 136,039 | 2,792 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 106,967 | 2,196 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 104,815 | 2,151 | 0.32% | 0.32% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jefferies Financial Group Inc. | History | No change | 102,511 | 2,104 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CWA Asset Management Group, LLC | History | No change | 98,576 | 2,023 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 95,395 | 1,958 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aviance Capital Partners, LLC | History | No change | 89,340 | 1,834 | 0.19% | 0.19% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quantinno Capital Management LP | History | No change | 87,083 | 1,787 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 84,700 | 1,738 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 84,656 | 1,737 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 79,453 | 1,631 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Linden Thomas Advisory Services, LLC | History | No change | 77,364 | 1,588 | 0.13% | 0.13% | 30 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORGES BANK | History | No change | 69,800 | 1,432 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 64,511 | 1,324 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 64,355 | 1,321 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 64,253 | 1,320 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 60,000 | 1,231 | 0.15% | 0.15% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 59,414 | 1,219 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 58,651 | 1,204 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 55,548 | 1,140 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 50,022 | 1,026 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 44,263 | 908 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 41,500 | 851 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 38,050 | 781 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 36,046 | 740 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 35,735 | 733 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pavaki Capital Management LLC | History | No change | 35,500 | 728 | 0.25% | 0.25% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 33,363 | 684 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | No change | 32,849 | 674 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 30,954 | 635 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 29,780 | 611 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 28,821 | 591 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 28,183 | 579 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 25,758 | 528 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 25,366 | 520 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 25,242 | 518 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 23,951 | 491 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verdad Advisers, LP | History | No change | 22,496 | 461 | 0.44% | 0.44% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,900 | 429 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 20,512 | 421 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 20,178 | 414 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 20,098 | 412 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 19,231 | 394 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 19,238 | 394 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,797 | 368 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 14,477 | 297 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 14,372 | 295 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 13,254 | 272 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 12,497 | 256 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,600 | 238 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | No change | 11,540 | 236 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 10,354 | 212 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,285 | 211 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 10,263 | 210 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,233 | 210 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 10,211 | 209 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 10,172 | 208 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 9,939 | 204 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,879 | 202 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,718 | 160 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,279 | 149 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,560 | 134 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,306 | 129 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,948 | 101 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,609 | 94 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,036 | 62 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 3,052 | 62 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STRS OHIO | History | No change | 3,000 | 61 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,758 | 56 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,184 | 45 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,186 | 44 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,015 | 41 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,410 | 29 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legal & General Group Plc | History | No change | 1,459 | 29 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,361 | 27 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,260 | 25 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,099 | 22 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,056 | 21 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,030 | 21 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 947 | 19 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 891 | 18 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 910 | 18 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Covestor Ltd | History | No change | 720 | 15 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | No change | 731 | 13 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 455 | 9 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 471 | 9 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 406 | 8 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 426 | 8 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 304 | 5 | 0.0% | 0.0% | 107 | -8 | -2.56% | Q3 2026 | Oct 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 4 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 218 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Essential Partners LLC | History | No change | 177 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Montgomery Financial Services LLC | History | No change | 151 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 106 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 100 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 134 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 136 | 2 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 140 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 115 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 105 | 2 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | No change | 76 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 116 | 2 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 113 | 2 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 80 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 60 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 88 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | No change | 67 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HM PAYSON & CO | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 49 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| North Star Investment Management Corp. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AdvisorNet Financial, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Colonial Trust Advisors | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eukles Asset Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Founders Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortis Group Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Optiver Holding B.V. | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Colonial Trust Co / SC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quarry LP | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Point Nemo Capital, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vision Retirement, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |