SONIC AUTOMOTIVE INC - SAH
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 | Reduced | 2,406,210 | 204,022 | 0.0% | 0.0% | 1 | -101,800 | -4.06% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,334,018 | 113,111 | 0.02% | 0.02% | 2 | +20,161 | 1.53% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 760,863 | 64,513 | 0.0% | 0.0% | 3 | -68,011 | -8.21% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | New | 733,977 | 62,234 | 0.11% | — | 4 | +733,977 | New | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | Reduced | 634,362 | 54,062 | 0.0% | 0.0% | 5 | -41,490 | -6.14% | Q2 2026 | Sep 22, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 588,516 | 49,900 | 0.07% | 0.07% | 6 | -46,410 | -7.31% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 536,078 | 45,454 | 0.0% | 0.0% | 7 | -41,815 | -7.24% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 494,907 | 41,963 | 0.32% | 0.3% | 8 | -112,975 | -18.59% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 388,304 | 32,924 | 0.0% | 0.0% | 9 | -61,875 | -13.74% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 386,136 | 32,740 | 0.01% | 0.01% | 10 | +70,639 | 22.39% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 366,892 | 31,108 | 0.01% | 0.01% | 11 | +142,790 | 63.72% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 325,171 | 27,575 | 0.0% | 0.0% | 12 | -35,770 | -9.91% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 294,753 | 25,005 | 0.0% | 0.0% | 13 | +272,485 | 1223.66% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 277,547 | 23,533 | 0.0% | 0.0% | 14 | -49,130 | -15.04% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 273,431 | 23,184 | 0.0% | 0.0% | 15 | +90,490 | 49.46% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 234,242 | 19,861 | 0.0% | 0.0% | 16 | -17,181 | -6.83% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 223,776 | 18,973 | 0.33% | 0.27% | 17 | +25,802 | 13.03% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 204,779 | 17,363 | 0.01% | 0.0% | 18 | +124,320 | 154.51% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 196,402 | 16,652 | 0.01% | 0.01% | 19 | -40,931 | -17.25% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 195,215 | 16,552 | 0.0% | 0.0% | 20 | +44,838 | 29.82% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 192,741 | 16,342 | 0.0% | 0.0% | 21 | -7,791 | -3.89% | Q2 2026 | Aug 06, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 183,076 | 15,523 | 0.05% | 0.05% | 22 | -34,310 | -15.78% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 156,371 | 13,258 | 0.07% | 0.06% | 23 | +25,069 | 19.09% | Q2 2026 | Aug 14, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 147,598 | 12,514 | 0.56% | 0.43% | 24 | +24,373 | 19.78% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 130,802 | 11,090 | 0.0% | 0.0% | 25 | +511 | 0.39% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 121,722 | 10,320 | 0.04% | 0.06% | 26 | -94,858 | -43.8% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 113,695 | 9,640 | 0.0% | 0.0% | 27 | +30,542 | 36.73% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 104,641 | 8,872 | 0.0% | 0.0% | 28 | +63,892 | 156.79% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 99,077 | 8,400 | 0.0% | 0.0% | 29 | +3,280 | 3.42% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 87,255 | 7,398 | 0.0% | 0.0% | 30 | -10,650 | -10.88% | Q2 2026 | Aug 13, 2026 |
| PDT Partners, LLC | History | Added to | 84,474 | 7,162 | 0.38% | 0.31% | 31 | +7,777 | 10.14% | Q2 2026 | Aug 14, 2026 |
| Phocas Financial Corp. | History | Reduced | 83,342 | 7,066 | 0.98% | 0.94% | 32 | -4,376 | -4.99% | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 80,872 | 6,857 | 0.01% | 0.01% | 33 | -22,557 | -21.81% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 79,123 | 6,708 | 0.0% | 0.0% | 34 | -7,474 | -8.63% | Q2 2026 | Aug 04, 2026 |
| HRT FINANCIAL LP | History | Reduced | 70,943 | 6,015 | 0.01% | 0.01% | 35 | -15,837 | -18.25% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Reduced | 70,108 | 5,944 | 0.01% | 0.01% | 36 | -5,218 | -6.93% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 67,041 | 5,684 | 0.0% | 0.0% | 37 | +15,906 | 31.11% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | New | 56,600 | 4,799 | 0.48% | — | 38 | +56,600 | New | Q2 2026 | Aug 10, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 56,384 | 4,780 | 0.01% | 0.01% | 39 | -7,559 | -11.82% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 54,643 | 4,633 | 0.07% | 0.06% | 40 | +110 | 0.2% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 53,885 | 4,568 | 0.01% | 0.01% | 41 | -100,363 | -65.07% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 49,477 | 4,195 | 0.0% | 0.0% | 42 | -28,878 | -36.86% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 48,492 | 4,111 | 0.1% | 0.08% | 43 | +1,500 | 3.19% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 45,199 | 3,832 | 0.0% | 0.0% | 44 | -6,901 | -13.25% | Q2 2026 | Aug 14, 2026 |
| Teewinot Capital Advisers, L.L.C. | History | No change | 39,260 | 3,328 | 0.24% | 0.21% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 39,146 | 3,319 | 0.0% | 0.0% | 46 | -5,612 | -12.54% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 38,875 | 3,296 | 0.0% | 0.0% | 47 | +1,299 | 3.46% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 36,040 | 3,055 | 0.0% | 0.0% | 48 | -918 | -2.48% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 35,885 | 3,042 | 0.0% | 0.0% | 49 | -8,891 | -19.86% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | Added to | 35,828 | 3,037 | 0.04% | 0.04% | 50 | +1,440 | 4.19% | Q2 2026 | Aug 14, 2026 |
| FORMULA GROWTH LTD | History | No change | 35,800 | 3,035 | 1.07% | 1.11% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 35,738 | 3,030 | 0.0% | 0.0% | 52 | -5,935 | -14.24% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 35,500 | 3,010 | 0.0% | 0.01% | 53 | -52,626 | -59.72% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 34,987 | 2,966 | 0.0% | 0.0% | 54 | +14,100 | 67.51% | Q2 2026 | Jul 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 34,804 | 2,951 | 0.01% | 0.01% | 55 | -11,375 | -24.63% | Q2 2026 | Aug 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 30,811 | 2,612 | 0.0% | 0.0% | 56 | +3,011 | 10.83% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | Reduced | 30,439 | 2,580 | 0.03% | 0.09% | 57 | -72,405 | -70.4% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 30,071 | 2,549 | 0.0% | 0.0% | 58 | -2,379 | -7.33% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 28,100 | 2,382 | 0.0% | 0.0% | 59 | -200 | -0.71% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 27,506 | 2,332 | 0.0% | 0.0% | 60 | +5,753 | 26.45% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 27,871 | 2,328 | 0.0% | 0.0% | 61 | +14,352 | 106.16% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | New | 27,310 | 2,315 | 0.08% | — | 62 | +27,310 | New | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 26,897 | 2,280 | 0.0% | 0.0% | 63 | +463 | 1.75% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 26,301 | 2,230 | 0.0% | 0.0% | 64 | -37,354 | -58.68% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 25,666 | 2,176 | 0.0% | 0.0% | 65 | -3,892 | -13.17% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 24,356 | 2,065 | 0.0% | 0.0% | 66 | +17,571 | 258.97% | Q2 2026 | Sep 02, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 23,288 | 1,974 | 0.01% | — | 67 | +23,288 | New | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 23,139 | 1,961 | 0.01% | 0.0% | 68 | +5,956 | 34.66% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 21,149 | 1,793 | 0.08% | 0.08% | 69 | -5,293 | -20.02% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,633 | 1,749 | 0.0% | 0.0% | 70 | -4,621 | -18.3% | Q2 2026 | Jul 23, 2026 |
| CITIGROUP INC | History | Added to | 20,620 | 1,748 | 0.0% | 0.0% | 71 | +7,629 | 58.73% | Q2 2026 | Aug 03, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 17,682 | 1,685 | 0.04% | 0.04% | 72 | +47 | 0.27% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 19,800 | 1,678 | 0.0% | 0.0% | 73 | -11,636 | -37.01% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 19,111 | 1,620 | 0.0% | — | 74 | +19,111 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 18,586 | 1,576 | 0.0% | 0.0% | 75 | +1,179 | 6.77% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 17,949 | 1,521 | 0.01% | — | 76 | +17,949 | New | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 17,796 | 1,508 | 0.01% | 0.01% | 77 | +8,841 | 98.73% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 16,779 | 1,422 | 0.0% | 0.0% | 78 | -3,800 | -18.47% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,767 | 1,412 | 0.0% | 0.0% | 79 | +14,469 | 79.07% | Q2 2026 | Jul 15, 2026 |
| Quantbot Technologies LP | History | Added to | 16,507 | 1,399 | 0.06% | 0.03% | 80 | +7,024 | 74.07% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 19,838 | 1,360 | 0.0% | 0.0% | 81 | -1,059 | -5.07% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 15,546 | 1,318 | 0.0% | 0.0% | 82 | +1,789 | 13.0% | Q2 2026 | Aug 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,347 | 1,301 | 0.0% | 0.0% | 83 | +5,304 | 52.81% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 13,478 | 1,142 | 0.0% | 0.0% | 84 | -1,955 | -12.67% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 13,173 | 1,116 | 0.0% | 0.0% | 85 | -16,231 | -55.2% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,038 | 1,105 | 0.0% | 0.01% | 86 | -33,052 | -71.71% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 12,835 | 1,088 | 0.01% | 0.01% | 87 | +2,669 | 26.25% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,781 | 1,083 | 0.0% | 0.0% | 88 | -8,223 | -39.15% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 12,321 | 1,044 | 0.0% | 0.0% | 89 | +3,680 | 42.59% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 12,117 | 1,027 | 0.01% | 0.01% | 90 | -5,858 | -32.59% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 12,012 | 1,018 | 0.0% | 0.0% | 91 | +4,046 | 50.79% | Q2 2026 | Aug 13, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 11,755 | 996 | 0.43% | 0.38% | 92 | +109 | 0.94% | Q2 2026 | Jul 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 11,058 | 937 | 0.0% | 0.0% | 93 | -1,549 | -12.29% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 9,728 | 824 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,612 | 730 | 0.0% | 0.0% | 95 | -1,291 | -13.04% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 8,500 | 721 | 0.0% | 0.0% | 96 | -600 | -6.59% | Q2 2026 | Jul 10, 2026 |
| Brooklyn Investment Group | History | No change | 10,412 | 713 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MARSHALL WACE, LLP | History | Added to | 8,300 | 703 | 0.0% | 0.0% | 98 | +3,355 | 67.85% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Added to | 8,030 | 680 | 0.03% | 0.04% | 100 | +469 | 6.2% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Added to | 8,027 | 680 | 0.0% | 0.0% | 99 | +171 | 2.18% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 7,762 | 658 | 0.01% | 0.01% | 101 | +4 | 0.05% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 7,722 | 654 | 0.0% | 0.0% | 102 | -1,111 | -12.58% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 7,288 | 618 | 0.0% | — | 103 | +7,288 | New | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 6,752 | 572 | 0.0% | 0.0% | 104 | +33 | 0.49% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 6,613 | 560 | 0.0% | 0.0% | 105 | +836 | 14.47% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 5,906 | 500 | 0.0% | 0.0% | 106 | -1,035 | -14.91% | Q2 2026 | Sep 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 7,288 | 500 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,700 | 483 | 0.01% | 0.01% | 108 | -900 | -13.64% | Q2 2026 | Jul 21, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 5,636 | 477 | 0.01% | — | 110 | +5,636 | New | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,633 | 477 | 0.0% | 0.0% | 109 | -146 | -2.53% | Q2 2026 | Sep 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,617 | 476 | 0.0% | 0.0% | 111 | -1,407 | -20.03% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,536 | 469 | 0.0% | 0.01% | 112 | -3,004 | -35.18% | Q2 2026 | Jul 20, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 5,200 | 440 | 0.03% | — | 113 | +5,200 | New | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | New | 5,200 | 440 | 0.0% | — | 114 | +5,200 | New | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,151 | 436 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,122 | 434 | 0.0% | — | 116 | +5,122 | New | Q2 2026 | Aug 13, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 4,931 | 418 | 0.02% | 0.02% | 117 | -196 | -3.82% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,745 | 404 | 0.0% | 0.0% | 118 | +121 | 2.62% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | Reduced | 4,752 | 402 | 0.0% | 0.0% | 119 | -1,521 | -24.25% | Q2 2026 | Aug 27, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 4,655 | 394 | 0.01% | — | 120 | +4,655 | New | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,594 | 389 | 0.0% | 0.0% | 121 | +582 | 14.51% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | New | 4,531 | 384 | 0.21% | — | 123 | +4,531 | New | Q2 2026 | Aug 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 4,525 | 384 | 0.0% | 0.0% | 122 | +2,551 | 129.23% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | New | 4,435 | 376 | 0.0% | — | 124 | +4,435 | New | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 4,400 | 373 | 0.0% | 0.0% | 125 | +800 | 22.22% | Q2 2026 | Aug 25, 2026 |
| Cetera Investment Advisers | History | Reduced | 4,374 | 370 | 0.0% | 0.0% | 127 | -3,072 | -41.26% | Q2 2026 | Aug 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 4,372 | 370 | 0.02% | 0.02% | 126 | +3 | 0.07% | Q2 2026 | Jul 21, 2026 |
| Ares Systematic Credit Ltd | History | New | 4,328 | 366 | 0.22% | — | 129 | +4,328 | New | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,322 | 366 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Numerai GP LLC | History | Added to | 4,225 | 358 | 0.03% | 0.02% | 130 | +598 | 16.49% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,086 | 346 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,074 | 345 | 0.01% | 0.0% | 132 | +2,344 | 135.49% | Q2 2026 | Aug 11, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 4,043 | 342 | 0.0% | 0.0% | 133 | -53 | -1.29% | Q2 2026 | Aug 14, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 3,865 | 327 | 0.08% | 0.08% | 135 | -398 | -9.34% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | Reduced | 3,859 | 327 | 0.0% | 0.0% | 134 | -93 | -2.35% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,826 | 324 | 0.01% | 0.0% | 136 | +3,470 | 974.72% | Q2 2026 | Jul 28, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 3,826 | 324 | 0.0% | 0.0% | 137 | +625 | 19.53% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,782 | 320 | 0.0% | 0.0% | 138 | +498 | 15.16% | Q2 2026 | Aug 19, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 3,700 | 313 | 0.0% | 0.0% | 139 | -12,375 | -76.98% | Q2 2026 | Aug 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 3,651 | 309 | 0.0% | 0.0% | 140 | -50 | -1.35% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,639 | 308 | 0.0% | 0.0% | 141 | -428 | -10.52% | Q2 2026 | Aug 05, 2026 |
| TORONTO DOMINION BANK | History | New | 3,529 | 299 | 0.0% | — | 143 | +3,529 | New | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,536 | 299 | 0.0% | 0.0% | 142 | -452 | -11.33% | Q2 2026 | Jul 16, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,498 | 297 | 0.0% | 0.0% | 144 | -775 | -18.14% | Q2 2026 | Jul 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,409 | 289 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 3,351 | 284 | 0.0% | 0.0% | 146 | -500 | -12.98% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 4,058 | 278 | 0.01% | 0.01% | 147 | +1 | 0.02% | Q2 2026 | Jul 09, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,110 | 263 | 0.0% | 0.0% | 148 | -559 | -15.24% | Q2 2026 | Jul 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,100 | 263 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,042 | 257 | 0.02% | 0.02% | 150 | -742 | -19.61% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 3,012 | 255 | 0.0% | — | 151 | +3,012 | New | Q2 2026 | Aug 13, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | No change | 3,000 | 254 | 0.06% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 2,955 | 250 | 0.0% | 0.0% | 153 | -400 | -11.92% | Q2 2026 | Jul 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 2,937 | 249 | 0.01% | — | 154 | +2,937 | New | Q2 2026 | Jul 17, 2026 |
| Probity Advisors, Inc. | History | New | 2,839 | 240 | 0.03% | — | 155 | +2,839 | New | Q2 2026 | Jul 31, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 2,802 | 237 | 0.0% | 0.0% | 156 | -11,149 | -79.92% | Q2 2026 | Aug 17, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 2,700 | 228 | 0.16% | 0.16% | 157 | -1,946 | -41.89% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,685 | 227 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 2,651 | 224 | 0.0% | 0.0% | 159 | -443 | -14.32% | Q2 2026 | Aug 10, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 3,427 | 211 | 0.03% | 0.03% | 160 | +116 | 3.5% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | New | 2,459 | 208 | 0.0% | — | 162 | +2,459 | New | Q2 2026 | Jul 30, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 2,458 | 208 | 0.01% | — | 161 | +2,458 | New | Q2 2026 | Jul 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,299 | 195 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 2,611 | 179 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,577 | 133 | 0.0% | 0.0% | 165 | +20 | 1.28% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,342 | 113 | 0.0% | 0.0% | 166 | -16 | -1.18% | Q2 2026 | Jul 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,107 | 93 | 0.0% | 0.0% | 167 | -144 | -11.51% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,033 | 87 | 0.0% | — | 168 | +1,033 | New | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 585 | 49 | 0.0% | 0.0% | 169 | +426 | 267.92% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 513 | 43 | 0.0% | 0.0% | 170 | +451 | 727.42% | Q2 2026 | Jul 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 497 | 42 | 0.0% | 0.0% | 171 | -8 | -1.58% | Q2 2026 | Jul 02, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 469 | 39 | 0.01% | 0.09% | 172 | -4,291 | -90.15% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 421 | 35 | 0.0% | 0.0% | 173 | +6 | 1.45% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 299 | 25 | 0.0% | 0.0% | 174 | -28 | -8.56% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 272 | 23 | 0.0% | 0.0% | 175 | +195 | 253.25% | Q2 2026 | Jul 24, 2026 |
| Salomon & Ludwin, LLC | History | No change | 280 | 23 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 219 | 18 | 0.0% | 0.0% | 177 | -78 | -26.26% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 202 | 17 | 0.0% | — | 179 | +202 | New | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 202 | 17 | 0.0% | 0.0% | 178 | +25 | 14.12% | Q2 2026 | Jul 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 160 | 13 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Added to | 147 | 12 | 0.0% | 0.0% | 181 | +31 | 26.72% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 124 | 11 | 0.0% | 0.0% | 182 | +47 | 61.04% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | Added to | 129 | 10 | 0.0% | 0.0% | 183 | +14 | 12.17% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 113 | 9 | 0.0% | 0.0% | 184 | -183 | -61.82% | Q2 2026 | Jul 20, 2026 |
| Archer Investment Corp | History | Added to | 111 | 9 | 0.0% | 0.0% | 185 | +1 | 0.91% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 93 | 7 | 0.0% | — | 188 | +93 | New | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | New | 90 | 7 | 0.0% | — | 189 | +90 | New | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 88 | 7 | 0.0% | 0.0% | 187 | +2 | 2.33% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 87 | 7 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Reduced | 64 | 5 | 0.0% | 0.18% | 190 | -87,430 | -99.93% | Q2 2026 | Jul 01, 2026 |
| Torren Management, LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 53 | 4 | 0.0% | 0.0% | 193 | -2 | -3.64% | Q2 2026 | Jul 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 52 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 50 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 43 | 3 | 0.0% | 0.0% | 195 | +23 | 115.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 37 | 3 | 0.0% | 0.0% | 196 | +2 | 5.71% | Q2 2026 | Aug 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 30 | 2 | 0.0% | — | 204 | +30 | New | Q2 2026 | Aug 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 35 | 2 | 0.0% | 0.0% | 197 | +7 | 25.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | Added to | 28 | 2 | 0.0% | 0.0% | 203 | +4 | 16.67% | Q2 2026 | Aug 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 29 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| CVA Family Office, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nykredit A/S | History | New | 14 | 1 | 0.0% | — | 220 | +14 | New | Q2 2026 | Sep 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 14 | 1 | 0.0% | — | 221 | +14 | New | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | New | 12 | 1 | 0.0% | — | 219 | +12 | New | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 16 | 1 | 0.0% | — | 211 | +11 | 220.0% | Q2 2026 | Jul 22, 2026 |
| Investors Portfolio Services LLC | History | Added to | 12 | 1 | 0.0% | — | 216 | +5 | 71.43% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 7 | 1 | 0.0% | — | 212 | +4 | 133.33% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19 | 1 | 0.0% | 0.0% | 209 | +3 | 18.75% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 14 | 1 | 0.0% | — | 207 | +2 | 16.67% | Q2 2026 | Jul 10, 2026 |
| Fortitude Family Office, LLC | History | Added to | 14 | 1 | 0.0% | — | 213 | +1 | 7.69% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 214 | -1 | -5.26% | Q2 2026 | Jul 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 20 | 1 | 0.0% | 0.0% | 217 | -1 | -4.76% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Added to | 23 | 1 | 0.0% | 0.0% | 218 | +1 | 4.55% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 13 | 1 | 0.0% | — | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 7 | 1 | 0.0% | — | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12 | 1 | 0.0% | — | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bare Financial Services, Inc | History | No change | 22 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.06% | — | -124,923 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -109,094 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -22,055 | -100.0% | Q2 2026 | Aug 06, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.09% | — | -19,818 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,346 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,031 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,808 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,263 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,429 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,129 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,024 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,851 | -100.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -1,154 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -885 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tacita Capital Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -188 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +4 | 200.0% | Q2 2026 | Aug 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q2 2026 | Jul 10, 2026 |
| Clearstead Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |
| Navigoe, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 31, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q2 2026 | Jul 28, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 02, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q2 2026 | Jul 24, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| DecisionPoint Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 05, 2026 |
| LRI Investments, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 20, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |