Safehold Inc. - SAFE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 9,938,575 156,035 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
MSD CAPITAL, L.P. History No change 5,782,745 90,789 89.19% 89.19% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 5,095,645 80,001 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
T. Rowe Price Investment Management, Inc. History No change 4,677,813 73,442 0.05% 0.05% 4 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 2,596,198 41,210 0.0% 0.0% 5 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,300,293 36,114 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,469,703 23,077 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 1,143,866 17,959 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 861,555 14,043 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 843,064 13,236 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 793,269 12,454 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 670,665 10,529 0.11% 0.11% 12 0 0.0% Q2 2026 Aug 10, 2026
NORTHERN TRUST CORP History No change 652,777 10,248 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 608,243 9,549 0.11% 0.11% 14 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 524,190 8,229 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 456,183 7,162 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 415,613 6,525 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 411,971 6,467 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 06, 2026
BANK OF AMERICA CORP /DE/ History No change 328,214 5,152 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 312,571 4,907 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
DENALI ADVISORS LLC History No change 309,600 4,860 0.49% 0.49% 21 0 0.0% Q2 2026 Aug 10, 2026
State of New Jersey Common Pension Fund D History No change 302,479 4,748 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 04, 2026
Michelson Medical Research Foundation, Inc. History No change 297,477 4,670 4.32% 4.32% 23 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 293,180 4,602 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 292,924 4,598 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 04, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 290,919 4,567 0.15% 0.15% 26 0 0.0% Q2 2026 Jul 17, 2026
Invesco Ltd. History No change 254,589 3,997 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 223,782 3,513 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 06, 2026
MSD Partners, L.P. History No change 222,644 3,495 4.55% 4.55% 29 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 217,444 3,413 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 210,899 3,311 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 210,265 3,301 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 197,890 3,106 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 186,244 2,924 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
JUPITER ASSET MANAGEMENT LTD History No change 182,396 2,863 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 10, 2026
Aristotle Capital Boston, LLC History No change 176,932 2,777 0.19% 0.19% 36 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 175,653 2,757 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 171,960 2,699 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 11, 2026
Berkeley Capital Partners, LLC History No change 169,991 2,668 0.55% 0.55% 39 0 0.0% Q2 2026 Aug 06, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 157,587 2,474 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 141,385 2,219 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 140,023 2,198 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 134,175 2,106 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA INVESTMENTS, LP History No change 130,889 2,054 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 110,762 1,738 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 109,952 1,726 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 105,704 1,659 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 104,918 1,647 0.0% 0.0% 48 0 0.0% Q2 2026 Jul 29, 2026
Man Group plc History No change 98,064 1,539 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 93,714 1,471 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 91,554 1,437 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 90,475 1,420 0.04% 0.04% 52 0 0.0% Q2 2026 Jul 14, 2026
Cerity Partners LLC History No change 81,944 1,286 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 77,118 1,211 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 77,153 1,211 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 73,500 1,153 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 73,292 1,150 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 72,560 1,139 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 14, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History No change 72,508 1,138 0.07% 0.07% 59 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 68,625 1,077 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 78,803 1,066 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 66,553 1,044 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 63,499 996 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 17, 2026
Asset Management One Co., Ltd. History No change 59,871 939 0.0% 0.0% 64 0 0.0% Q2 2026 Jul 28, 2026
CITADEL ADVISORS LLC History No change 55,700 874 0.0% 0.0% 65 0 0.0% Q2 2026 Sep 02, 2026
State of Alaska, Department of Revenue History No change 53,371 834 0.01% 0.01% 66 0 0.0% Q2 2026 Jul 20, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 52,799 828 0.0% 0.0% 67 0 0.0% Q2 2026 Jul 30, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 52,699 827 0.0% 0.0% 68 0 0.0% Q2 2026 Jul 17, 2026
Vanguard Investments Australia, Ltd. History No change 52,421 823 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 52,170 819 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 07, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 51,252 813 0.04% 0.04% 71 0 0.0% Q2 2026 Jul 28, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 51,721 812 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 51,467 808 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 24, 2026
STRS OHIO History No change 48,464 760 0.0% 0.0% 74 0 0.0% Q2 2026 Jul 30, 2026
Amundi History No change 47,420 744 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 42,600 668 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 41,948 664 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 41,911 658 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 41,739 655 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 40,240 631 0.02% 0.02% 80 0 0.0% Q2 2026 Jul 20, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 37,162 583 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 07, 2026
Jefferies Financial Group Inc. History No change 36,550 573 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 17, 2026
ALLSTATE CORP History No change 36,295 569 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 36,225 568 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 03, 2026
Graham Capital Management, L.P. History No change 35,641 559 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
Summit Global Investments History No change 35,142 552 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 03, 2026
MetLife Investment Management, LLC History No change 34,531 542 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 33,451 525 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 29,483 462 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 28,892 453 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 28,550 448 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 28,230 443 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
MACQUARIE GROUP LTD History No change 27,819 436 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 27,544 432 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 26,194 411 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 24,583 385 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 19, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 24,487 384 0.06% 0.06% 97 0 0.0% Q2 2026 Aug 04, 2026
Illinois Municipal Retirement Fund History No change 23,601 370 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 23,415 368 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 23, 2026
Aberdeen Group plc History No change 23,220 364 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 31, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 22,650 355 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 21,953 344 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 11, 2026
Resona Asset Management Co.,Ltd. History No change 20,551 333 0.0% 0.0% 103 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Personalized Indexing Management, LLC History No change 20,403 320 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 11, 2026
Louisiana State Employees Retirement System History No change 20,100 315 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 21, 2026
Jupiter Topco LLC History No change 19,891 312 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 19,584 307 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 11, 2026
Sterling Capital Management LLC History No change 19,508 306 0.01% 0.01% 108 0 0.0% Q2 2026 Jul 28, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 18,586 291 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History No change 17,605 276 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 31, 2026
Vanguard Global Advisers, LLC History No change 16,737 262 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 16,325 256 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 15,855 255 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 15, 2026
VAN ECK ASSOCIATES CORP History No change 15,812 248 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 15,657 245 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 15,600 244 0.0% 0.0% 116 0 0.0% Q2 2026 Sep 09, 2026
PRIVATE MANAGEMENT GROUP INC History No change 15,547 244 0.01% 0.01% 117 0 0.0% Q2 2026 Jul 31, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,510 243 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 23, 2026
Corient Private Wealth LP History No change 15,273 241 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 27, 2026
Breakwater Capital Group History No change 15,054 236 0.03% 0.03% 120 0 0.0% Q2 2026 Jul 08, 2026
Steward Partners Investment Advisory, LLC History No change 14,275 224 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 14,006 219 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 06, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 13,125 206 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 13,025 204 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History No change 12,882 202 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 07, 2026
AE Wealth Management LLC History No change 12,925 202 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 03, 2026
BARCLAYS PLC History No change 12,844 201 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 12,756 200 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 05, 2026
AMALGAMATED BANK History No change 12,611 198 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 12,610 197 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 16, 2026
Focus Partners Wealth History No change 12,330 193 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 12,066 189 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 25, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 11,620 182 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 11,497 180 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 11,487 180 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 10, 2026
Inscription Capital, LLC History No change 11,387 178 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 11,107 174 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 10,850 170 0.01% 0.01% 138 0 0.0% Q2 2026 Jul 07, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 10,598 166 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 22, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 10,602 166 0.12% 0.12% 140 0 0.0% Q2 2026 Jul 27, 2026
Sterneck Capital Management, LLC History No change 10,492 164 0.07% 0.07% 141 0 0.0% Q2 2026 Jul 30, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 10,369 162 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 28, 2026
Greenwich Wealth Management LLC History No change 10,218 160 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 9,725 153 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 12, 2026
DekaBank Deutsche Girozentrale History No change 11,042 150 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 05, 2026
Vestcor Inc History No change 9,182 144 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 6,674 104 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 6,240 97 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 5,231 82 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 5,150 80 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 4,693 73 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Added to 5,635 66 0.01% 0.0% 152 +2,944 109.4% Q3 2026 Oct 01, 2026
GROUP ONE TRADING LLC History No change 3,814 59 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 3,815 59 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 3,636 57 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 3,509 55 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 3,233 51 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,182 34 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 2,120 33 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 2,043 32 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 23, 2026
US BANCORP \DE\ History No change 1,631 25 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,117 17 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 31, 2026
Allworth Financial LP History No change 1,101 17 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 11, 2026
Salomon & Ludwin, LLC History No change 1,052 16 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History No change 996 15 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 17, 2026
NISA INVESTMENT ADVISORS, LLC History No change 917 14 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 10, 2026
Nykredit A/S History No change 853 13 0.0% 0.0% 167 0 0.0% Q2 2026 Sep 08, 2026
Vision Retirement, LLC History No change 874 13 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 21, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 789 12 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 743 11 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 20, 2026
GF FUND MANAGEMENT CO. LTD. History No change 633 9 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 07, 2026
Aster Capital Management (DIFC) Ltd History No change 525 8 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 551 8 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 501 7 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 24, 2026
Larson Financial Group LLC History No change 466 7 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
New England Capital Financial Advisors LLC History No change 500 7 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 27, 2026
Fulcrum Asset Management LLP History No change 391 6 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 18, 2026
Quarry LP History No change 423 6 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 269 4 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 276 4 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 236 3 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History No change 236 3 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 23, 2026
Costello Asset Management, INC History No change 200 3 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 28, 2026
Fortitude Family Office, LLC History No change 198 3 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 20, 2026
True Wealth Design, LLC History No change 245 3 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 16, 2026
Mirae Asset Global Investments Co., Ltd. History No change 191 2 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History No change 102 2 0.0% 0.0% 187 0 0.0% Q2 2026 Jul 16, 2026
MassMutual Private Wealth & Trust, FSB History No change 135 1 0.0% 0.0% 188 0 0.0% Q3 2026 Oct 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 65 1 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 106 1 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 12, 2026
Stone House Investment Management, LLC History No change 82 1 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 96 1 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 75 1 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 76 1 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History No change 79 1 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Plante Moran Financial Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History No change 11 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
Transamerica Financial Advisors, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 46 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Avion Wealth History No change 35 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Center for Financial Planning, Inc. History No change 26 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Davis Capital Management History No change 3 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
SJS Investment Consulting Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 37 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Evolution Advisers, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 10 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Bare Financial Services, Inc History No change 35 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Smartleaf Asset Management LLC History No change 29 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
American Capital Advisory, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Ankerstar Wealth, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Investors Portfolio Services LLC History No change 39 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 37 0 — — — 0 0.0% Q2 2026 Aug 11, 2026