SABINE ROYALTY TRUST - SBR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Americana Partners, LLC | History | Added to | 295,755 | 21,649 | 0.49% | 0.54% | 1 | +17,474 | 6.28% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 252,353 | 18,472 | 0.09% | 0.09% | 2 | +30,386 | 13.69% | Q2 2026 | Aug 18, 2026 |
| Prospera Financial Services Inc | History | Added to | 180,835 | 13,237 | 0.19% | 0.22% | 3 | +2,534 | 1.42% | Q2 2026 | Jul 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 143,555 | 10,508 | 0.04% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 111,796 | 8,183 | 0.09% | 0.09% | 5 | +646 | 0.58% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 87,436 | 6,400 | 0.0% | 0.0% | 6 | +38,075 | 77.14% | Q2 2026 | Aug 14, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 81,346 | 5,954 | 0.01% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 75,578 | 5,532 | 0.12% | 0.19% | 8 | -31,061 | -29.13% | Q2 2026 | Jul 29, 2026 |
| CWA Asset Management Group, LLC | History | New | 70,788 | 5,181 | 0.16% | — | 9 | +70,788 | New | Q2 2026 | Jul 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 68,187 | 4,991 | 0.5% | 0.57% | 10 | +105 | 0.15% | Q2 2026 | Jul 07, 2026 |
| MORGAN STANLEY | History | Reduced | 66,454 | 4,864 | 0.0% | 0.0% | 11 | -68,810 | -50.87% | Q2 2026 | Aug 13, 2026 |
| Uniplan Investment Counsel, Inc. | History | Added to | 48,207 | 3,528 | 0.33% | 0.3% | 12 | +9,062 | 23.15% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 38,259 | 2,800 | 0.0% | 0.0% | 13 | +3,464 | 9.96% | Q2 2026 | Sep 02, 2026 |
| SCS Capital Management LLC | History | Added to | 32,614 | 2,387 | 0.02% | 0.02% | 14 | +1,499 | 4.82% | Q2 2026 | Aug 06, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 31,896 | 2,334 | 0.19% | 0.25% | 15 | -3,289 | -9.35% | Q2 2026 | Jul 07, 2026 |
| Capital Analysts, LLC | History | Added to | 31,020 | 2,270 | 0.05% | 0.06% | 16 | +380 | 1.24% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 28,320 | 2,073 | 0.0% | 0.0% | 17 | -3,196 | -10.14% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 28,276 | 2,069 | 0.0% | 0.0% | 18 | +1,457 | 5.43% | Q2 2026 | Aug 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 27,698 | 2,027 | 0.06% | 0.08% | 19 | -3,398 | -10.93% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 26,637 | 1,949 | 0.0% | 0.0% | 20 | +1,304 | 5.15% | Q2 2026 | Aug 14, 2026 |
| Significant Wealth Partners LLC | History | Added to | 26,624 | 1,948 | 2.11% | 2.42% | 21 | +414 | 1.58% | Q2 2026 | Jul 14, 2026 |
| Blue Trust, Inc. | History | No change | 25,055 | 1,834 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 23,325 | 1,707 | 0.24% | 0.26% | 23 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HRT FINANCIAL LP | History | Added to | 23,276 | 1,703 | 0.0% | 0.0% | 24 | +5,552 | 31.32% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 23,129 | 1,693 | 0.02% | 0.02% | 25 | +74 | 0.32% | Q2 2026 | Aug 14, 2026 |
| Greenfield Seitz Capital Management, LLC | History | No change | 23,100 | 1,690 | 0.5% | 0.52% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 22,951 | 1,679 | 0.01% | 0.02% | 27 | -530 | -2.26% | Q2 2026 | Jul 27, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 22,367 | 1,637 | 0.0% | 0.0% | 28 | -2,691 | -10.74% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 22,321 | 1,630 | 0.0% | 0.0% | 29 | +16,339 | 273.14% | Q2 2026 | Aug 10, 2026 |
| Clare Market Investments LLC | History | No change | 21,825 | 1,597 | 0.29% | 0.34% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BWM Planning, LLC | History | No change | 21,552 | 1,577 | 0.37% | 0.43% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VeraBank, N.A. | History | No change | 19,752 | 1,445 | 0.24% | 0.27% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nuveen, LLC | History | New | 18,977 | 1,389 | 0.0% | — | 33 | +18,977 | New | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 17,718 | 1,296 | 0.0% | 0.0% | 34 | +429 | 2.48% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 16,980 | 1,242 | 0.0% | 0.0% | 35 | -4,914 | -22.44% | Q2 2026 | Aug 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 16,049 | 1,174 | 0.22% | — | 36 | +16,049 | New | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | New | 16,049 | 1,174 | 0.22% | — | 37 | +16,049 | New | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,423 | 1,128 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,134 | 1,107 | 0.0% | 0.0% | 39 | +200 | 1.34% | Q2 2026 | Aug 19, 2026 |
| PFG Advisors | History | No change | 14,846 | 1,086 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Moors & Cabot, Inc. | History | Added to | 14,596 | 1,068 | 0.04% | 0.05% | 41 | +1 | 0.01% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,171 | 1,037 | 0.0% | 0.0% | 42 | -717 | -4.82% | Q2 2026 | Aug 14, 2026 |
| MCDANIEL TERRY & CO | History | No change | 14,000 | 1,024 | 0.08% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sendero Wealth Management, LLC | History | No change | 12,927 | 946 | 0.09% | 0.11% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMG National Trust Bank | History | No change | 12,680 | 928 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 12,271 | 898 | 0.0% | 0.0% | 46 | -46,572 | -79.15% | Q2 2026 | Aug 13, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 11,985 | 877 | 0.64% | 0.66% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 11,980 | 876 | 0.01% | 0.0% | 48 | +6,603 | 122.8% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 11,824 | 865 | 0.0% | 0.0% | 49 | +5,067 | 74.99% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,669 | 854 | 0.0% | 0.0% | 50 | +373 | 3.3% | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | No change | 11,600 | 849 | 0.07% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 11,212 | 820 | 0.0% | 0.0% | 52 | +944 | 9.19% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,154 | 816 | 0.02% | 0.02% | 53 | +150 | 1.36% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 11,041 | 808 | 0.01% | 0.01% | 54 | -1,110 | -9.14% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,905 | 798 | 0.0% | 0.0% | 55 | +3,223 | 41.96% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,814 | 791 | 0.01% | 0.01% | 56 | +5 | 0.05% | Q2 2026 | Aug 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 10,357 | 776 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 10,600 | 775 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 10,466 | 760 | 0.57% | 0.69% | 59 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 10,081 | 737 | 0.04% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Burford Brothers, Inc. | History | No change | 10,000 | 732 | 0.27% | 0.31% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | New | 9,872 | 722 | 0.01% | — | 62 | +9,872 | New | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,256 | 677 | 0.03% | 0.04% | 63 | +19 | 0.21% | Q2 2026 | Aug 10, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 9,030 | 660 | 0.38% | 0.45% | 64 | +10 | 0.11% | Q2 2026 | Jul 07, 2026 |
| BlackRock, Inc. | History | Reduced | 8,890 | 650 | 0.0% | 0.0% | 65 | -2,728 | -23.48% | Q2 2026 | Aug 07, 2026 |
| DGS Capital Management, LLC | History | No change | 8,582 | 643 | 0.11% | 0.11% | 66 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,500 | 622 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fielder Capital Group LLC | History | No change | 8,497 | 622 | 0.13% | 0.14% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,231 | 602 | 0.0% | — | 69 | +8,231 | New | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 8,000 | 585 | 0.03% | 0.04% | 71 | -1,000 | -11.11% | Q2 2026 | Jul 29, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 8,000 | 585 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 7,600 | 556 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 7,392 | 541 | 0.05% | 0.05% | 73 | +1,585 | 27.29% | Q2 2026 | Aug 06, 2026 |
| Carnegie Investment Counsel | History | No change | 7,300 | 534 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | No change | 6,850 | 501 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,800 | 497 | 0.04% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STATE STREET CORP | History | Added to | 6,404 | 468 | 0.0% | 0.0% | 77 | +503 | 8.52% | Q2 2026 | Aug 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 6,383 | 467 | 0.0% | 0.01% | 78 | -486 | -7.08% | Q2 2026 | Aug 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 6,130 | 448 | 0.02% | 0.05% | 79 | -4,137 | -40.29% | Q2 2026 | Aug 04, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 6,000 | 439 | 0.07% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 5,756 | 421 | 0.0% | 0.0% | 81 | -12,078 | -67.72% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | Reduced | 5,681 | 415 | 0.0% | 0.01% | 82 | -2,399 | -29.69% | Q2 2026 | Aug 06, 2026 |
| Custos Family Office, LLC | History | No change | 5,564 | 407 | 0.24% | 0.29% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 5,269 | 385 | 0.05% | 0.06% | 84 | +9 | 0.17% | Q2 2026 | Aug 06, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 5,255 | 384 | 0.03% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5,000 | 376 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,982 | 364 | 0.03% | 0.04% | 87 | -318 | -6.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,751 | 347 | 0.0% | 0.0% | 88 | -1,470 | -23.63% | Q2 2026 | Jul 28, 2026 |
| HUB Investment Partners, LLC | History | Added to | 4,696 | 343 | 0.01% | 0.01% | 89 | +785 | 20.07% | Q2 2026 | Jul 31, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,678 | 342 | 0.0% | 0.0% | 90 | -5 | -0.11% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,618 | 338 | 0.0% | 0.0% | 91 | -198 | -4.11% | Q2 2026 | Aug 05, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 4,533 | 331 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 4,493 | 328 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,234 | 309 | 0.0% | 0.0% | 94 | +252 | 6.33% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 4,211 | 308 | 0.02% | 0.02% | 95 | +21 | 0.5% | Q2 2026 | Jul 20, 2026 |
| HAMEL ASSOCIATES, INC. | History | New | 4,100 | 300 | 0.08% | — | 96 | +4,100 | New | Q2 2026 | Jul 27, 2026 |
| Oxbow Advisors, LLC | History | No change | 3,768 | 275 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 3,674 | 268 | 0.0% | 0.0% | 98 | -1,671 | -31.26% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,617 | 264 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,561 | 261 | 0.0% | 0.0% | 100 | +1,393 | 64.25% | Q2 2026 | Aug 14, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 3,500 | 256 | 0.12% | 0.13% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,506 | 256 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | New | 3,497 | 255 | 0.19% | — | 103 | +3,497 | New | Q2 2026 | Jul 28, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 3,417 | 250 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,387 | 247 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | New | 3,308 | 242 | 0.0% | — | 106 | +3,308 | New | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,058 | 223 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BOKF, NA | History | No change | 3,000 | 219 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Artesa Financial Group, LLC | History | No change | 2,847 | 208 | 0.18% | 0.2% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,777 | 130 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,613 | 118 | 0.0% | 0.0% | 111 | +331 | 25.82% | Q2 2026 | Aug 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,500 | 109 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,437 | 105 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,393 | 101 | 0.0% | 0.0% | 114 | -2,101 | -60.13% | Q2 2026 | Aug 13, 2026 |
| BankPlus Trust Department | History | No change | 1,360 | 99 | 0.02% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,329 | 96 | 0.0% | 0.0% | 116 | -14,793 | -91.76% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,314 | 96 | 0.0% | 0.0% | 117 | -2,010 | -60.47% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,040 | 76 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 1,000 | 73 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,000 | 73 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,000 | 73 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 912 | 66 | 0.0% | 0.0% | 122 | +47 | 5.43% | Q2 2026 | Jul 17, 2026 |
| SHP Wealth Management | History | Added to | 836 | 61 | 0.0% | 0.0% | 123 | +15 | 1.83% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 787 | 57 | 0.0% | 0.0% | 124 | +181 | 29.87% | Q2 2026 | Aug 03, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 600 | 43 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 500 | 36 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 483 | 35 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 425 | 31 | 0.0% | — | 129 | +425 | New | Q2 2026 | Aug 07, 2026 |
| Olistico Wealth, LLC | History | No change | 427 | 31 | 0.01% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WealthCollab, LLC | History | Reduced | 413 | 30 | 0.01% | 0.02% | 130 | -88 | -17.56% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 386 | 28 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 300 | 21 | 0.0% | — | 132 | +300 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 248 | 18 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 228 | 16 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 226 | 16 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 200 | 14 | 0.01% | — | 137 | +200 | New | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 150 | 10 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 120 | 8 | 0.0% | — | 139 | +112 | 1400.0% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 116 | 8 | 0.0% | 0.0% | 140 | +2 | 1.75% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | Reduced | 97 | 7 | 0.0% | 0.0% | 141 | -98 | -50.26% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 85 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 75 | 5 | 0.0% | — | 143 | +71 | 1775.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 53 | 3 | 0.0% | — | 145 | +53 | New | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 45 | 3 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 36 | 2 | 0.0% | 0.0% | 146 | +8 | 28.57% | Q2 2026 | Aug 04, 2026 |
| Aventura Private Wealth, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mosley Wealth Management | History | Reduced | 26 | 1 | 0.0% | 0.0% | 148 | -1 | -3.7% | Q2 2026 | Jul 23, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -10,466 | -100.0% | Q2 2026 | Jul 07, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,171 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -7,032 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,395 | -100.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,539 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q2 2026 | Aug 05, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.02% | — | -2,959 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SFMG, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,700 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FAIRFIELD, BUSH & CO. | History | Closed out | 0 | 0 | — | 0.11% | — | -2,676 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,337 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -231 | -100.0% | Q2 2026 | Aug 11, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q2 2026 | Aug 04, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Investors Portfolio Services LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |