Serve Robotics Inc. /DE/ - SERV
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 | 6,040,854 | 39,748 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,863,927 | 32,004 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,264,644 | 21,481 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,931,905 | 19,291 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,828,363 | 18,610 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STATE STREET CORP | History | No change | 2,456,658 | 16,164 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,755,095 | 11,551 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,522,616 | 10,018 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,403,700 | 9,236 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 1,396,282 | 9,187 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | No change | 1,371,454 | 8,410 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,167,709 | 7,683 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 857,318 | 5,641 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 832,404 | 5,477 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 815,926 | 5,327 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 788,465 | 5,188 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 757,205 | 4,982 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 695,130 | 4,573 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 614,892 | 4,045 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 606,373 | 3,989 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 504,252 | 3,317 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 483,620 | 3,182 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 429,000 | 2,822 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 423,146 | 2,784 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 399,248 | 2,627 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Street Group Inc. | History | No change | 363,900 | 2,394 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 280,996 | 1,848 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 273,900 | 1,801 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 271,781 | 1,788 | 0.12% | 0.12% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 266,693 | 1,754 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 265,773 | 1,748 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 242,265 | 1,594 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Themes Management Co LLC | History | No change | 237,530 | 1,562 | 1.04% | 1.04% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 233,084 | 1,533 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 98,201 | 1,203 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 175,024 | 1,151 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 174,574 | 1,148 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DnB Asset Management AS | History | No change | 162,225 | 1,067 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crawford Fund Management, LLC | History | No change | 160,000 | 1,052 | 0.16% | 0.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 156,229 | 992 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 145,137 | 955 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 142,321 | 936 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 132,774 | 873 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 130,597 | 859 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 124,639 | 820 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 123,162 | 810 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 121,500 | 799 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 114,835 | 755 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 109,000 | 717 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 105,970 | 697 | 0.16% | 0.16% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Inspire Investing, LLC | History | No change | 102,484 | 674 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 102,324 | 673 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Squarepoint Ops LLC | History | No change | 100,903 | 663 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCentric Advisors LLC | History | No change | 100,000 | 658 | 0.56% | 0.56% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RHUMBLINE ADVISERS | History | No change | 84,291 | 554 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sphera Management Technology Funds Ltd | History | No change | 80,000 | 526 | 0.18% | 0.18% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 77,009 | 507 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 77,103 | 507 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 71,196 | 468 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Investments, LLC | History | No change | 69,521 | 457 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vontobel Holding Ltd. | History | No change | 67,922 | 446 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capstone Capital Management Ltd | History | No change | 65,076 | 428 | 0.19% | 0.19% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 65,000 | 427 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 62,300 | 409 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 61,690 | 405 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 55,575 | 365 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 44,412 | 292 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 34,100 | 287 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 43,057 | 283 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 41,341 | 272 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 40,818 | 268 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 40,404 | 265 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 38,735 | 254 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 38,362 | 252 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sculptor Capital LP | History | No change | 38,000 | 250 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 37,972 | 249 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 36,037 | 237 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gruss & Co., LLC | History | No change | 35,600 | 234 | 0.57% | 0.57% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 35,040 | 228 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Engineers Gate Manager LP | History | No change | 32,465 | 213 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 31,307 | 206 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 34,246 | 205 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 31,130 | 205 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jupiter Topco LLC | History | No change | 28,400 | 187 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 28,360 | 186 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 27,830 | 183 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 27,228 | 179 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Next Capital Management LLC | History | No change | 26,425 | 173 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Trail Advisors, LLC | History | No change | 25,235 | 166 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 24,993 | 164 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 24,093 | 158 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 23,909 | 157 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 23,750 | 156 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 26,190 | 155 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atom Investors LP | History | No change | 23,116 | 152 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 23,400 | 152 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Purpose Unlimited Inc. | History | No change | 22,804 | 152 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 22,720 | 149 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brevan Howard Capital Management LP | History | No change | 21,201 | 139 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 20,385 | 134 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIAWEALTH, LLC | History | No change | 20,000 | 131 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 19,671 | 129 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 19,607 | 129 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 19,032 | 125 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 18,958 | 124 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 18,391 | 121 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 18,176 | 119 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLSTATE CORP | History | No change | 17,990 | 118 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 17,783 | 117 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 17,287 | 113 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Phoenix Financial Ltd. | History | No change | 17,000 | 111 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | No change | 16,708 | 109 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belvedere Trading LLC | History | No change | 15,557 | 102 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthfront Advisers LLC | History | No change | 15,472 | 101 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,800 | 97 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 14,565 | 95 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 14,388 | 94 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 13,822 | 90 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | No change | 13,500 | 88 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 13,500 | 88 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 13,008 | 85 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Capital Management, LLC | History | No change | 12,485 | 82 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | No change | 12,268 | 80 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,100 | 79 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 11,871 | 78 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pallas Capital Advisors LLC | History | No change | 12,000 | 78 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EFG International AG | History | No change | 11,599 | 76 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,510 | 75 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORA Capital, LLC | History | No change | 11,506 | 75 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 11,335 | 74 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,979 | 72 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,080 | 72 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 10,921 | 71 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 10,854 | 71 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,843 | 71 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Independent Advisor Alliance | History | No change | 10,624 | 69 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 10,200 | 67 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Venture Visionary Partners LLC | History | No change | 10,200 | 67 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,052 | 66 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 10,287 | 60 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 6,861 | 45 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,511 | 42 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 6,200 | 40 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 5,200 | 34 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | No change | 4,929 | 32 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 5,000 | 32 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,646 | 30 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 4,143 | 27 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,011 | 26 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FNY Investment Advisers, LLC | History | No change | 4,000 | 26 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Allworth Financial LP | History | No change | 3,942 | 25 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | New | 4,339 | 20 | 0.0% | — | 152 | +4,339 | New | Q3 2026 | Oct 01, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,003 | 19 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KBC Group NV | History | No change | 2,711 | 18 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BFSG, LLC | History | No change | 2,375 | 15 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 2,116 | 13 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,872 | 12 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 1,910 | 12 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,660 | 10 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1,500 | 9 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,421 | 9 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,300 | 8 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sterling Capital Management LLC | History | No change | 1,116 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,186 | 7 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,099 | 7 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Trust, LLC | History | No change | 1,007 | 6 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,013 | 6 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 975 | 6 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 798 | 5 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 615 | 4 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GAMMA Investing LLC | History | No change | 611 | 4 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 591 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 310 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hurley Capital, LLC | History | No change | 331 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 130 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 233 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 300 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | No change | 175 | 1 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quarry LP | History | No change | 241 | 1 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspect Partners, LLC | History | No change | 248 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 272 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 196 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harborfront Financial Group LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CrossGen Wealth, LLC | History | No change | 208 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 69 | 0 | — | — | — | +69 | New | Q3 2026 | Oct 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Your Advocates Ltd., LLP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| City State Bank | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Leo H. Evart, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 79 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |