Sweetgreen, Inc. - SG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | History | Reduced | 10,156,071 | 89,474 | 0.08% | 0.05% | 1 | -159,553 | -1.55% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | Added to | 8,324,234 | 73,336 | 0.0% | 0.0% | 2 | +613,948 | 7.96% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,457,608 | 48,081 | 0.0% | 0.0% | 3 | +1,495,700 | 37.75% | Q2 2026 | Aug 14, 2026 |
| Woodson Capital Management, LP | History | Reduced | 5,300,000 | 46,693 | 7.82% | 5.47% | 4 | -1,400,000 | -20.9% | Q2 2026 | Aug 14, 2026 |
| Greenhouse Funds LLLP | History | Added to | 5,066,028 | 44,631 | 2.28% | 1.17% | 5 | +16,793 | 0.33% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 4,389,769 | 38,673 | 0.0% | 0.0% | 6 | +77,393 | 1.79% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,885,229 | 34,228 | 0.0% | 0.0% | 7 | +1,031,419 | 36.14% | Q2 2026 | Sep 02, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 3,505,377 | 30,882 | 0.03% | 0.01% | 8 | +2,052,442 | 141.26% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,429,002 | 30,209 | 0.0% | 0.0% | 9 | +362,880 | 11.84% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 3,379,698 | 29,775 | 0.0% | 0.0% | 10 | +345,189 | 11.38% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,196,000 | 28,156 | 0.0% | 0.0% | 11 | +2,316,800 | 263.51% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,868,905 | 25,275 | 0.04% | 0.03% | 12 | -1,043,105 | -26.66% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,865,116 | 25,241 | 0.02% | 0.02% | 13 | -2,988,975 | -51.06% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 2,845,293 | 25,067 | 0.0% | 0.0% | 14 | +109,607 | 4.01% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,703,498 | 23,822 | 0.0% | 0.0% | 15 | +203,745 | 8.15% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,606,063 | 22,959 | 0.0% | 0.0% | 16 | +1,684,786 | 182.88% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 2,550,635 | 22,471 | 0.0% | 0.0% | 17 | +149,124 | 6.21% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | Added to | 1,667,090 | 14,687 | 0.0% | 0.0% | 18 | +1,423,320 | 583.88% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 1,589,892 | 14,006 | 0.0% | 0.0% | 19 | -339,533 | -17.6% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 1,550,368 | 13,658 | 0.02% | — | 20 | +1,550,368 | New | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 1,467,675 | 12,930 | 0.01% | 0.01% | 21 | -9,143 | -0.62% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,246,889 | 10,985 | 0.0% | 0.01% | 22 | -2,452,319 | -66.29% | Q2 2026 | Aug 14, 2026 |
| IBEX INVESTORS LLC | History | Added to | 1,123,000 | 9,893 | 5.1% | 3.77% | 23 | +20,000 | 1.81% | Q2 2026 | Aug 11, 2026 |
| MAPLELANE CAPITAL, LLC | History | Reduced | 1,050,200 | 9,252 | 0.17% | 0.35% | 24 | -572,525 | -35.28% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,033,063 | 9,101 | 0.01% | 0.01% | 25 | +424,574 | 69.78% | Q2 2026 | Aug 14, 2026 |
| Portolan Capital Management, LLC | History | New | 1,029,016 | 9,065 | 0.34% | — | 26 | +1,029,016 | New | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 959,781 | 8,455 | 0.01% | 0.0% | 27 | +60,224 | 6.69% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 918,974 | 8,096 | 0.0% | 0.0% | 28 | +60,464 | 7.04% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 905,221 | 7,974 | 0.0% | 0.0% | 29 | +44,106 | 5.12% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 905,274 | 7,973 | 0.0% | 0.0% | 30 | -34,570 | -3.68% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 883,604 | 7,784 | 0.0% | 0.0% | 31 | +426,879 | 93.47% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 881,877 | 7,769 | 0.0% | — | 32 | +881,877 | New | Q2 2026 | Aug 04, 2026 |
| Walleye Trading LLC | History | Reduced | 837,652 | 7,379 | 0.01% | 0.01% | 33 | -39,900 | -4.55% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | Reduced | 835,771 | 7,363 | 0.0% | 0.0% | 34 | -1,567,279 | -65.22% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 737,276 | 6,495 | 0.0% | 0.0% | 35 | +11,868 | 1.64% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 707,859 | 6,236 | 0.01% | — | 36 | +707,859 | New | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 650,242 | 5,728 | 0.0% | 0.0% | 37 | -90,271 | -12.19% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | Reduced | 570,214 | 5,023 | 0.04% | 0.05% | 38 | -81,341 | -12.48% | Q2 2026 | Aug 13, 2026 |
| Granahan Investment Management, LLC | History | Added to | 559,643 | 4,930 | 0.18% | 0.07% | 39 | +275,997 | 97.3% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 517,202 | 4,556 | 0.0% | — | 40 | +517,202 | New | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 480,660 | 4,234 | 0.01% | 0.0% | 41 | +156,513 | 48.28% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 437,195 | 3,851 | 0.0% | 0.0% | 42 | -11,888 | -2.65% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 398,513 | 3,510 | 0.0% | 0.0% | 43 | -39,460 | -9.01% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 384,252 | 3,285 | 0.0% | 0.0% | 44 | +332,270 | 639.2% | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 369,790 | 3,257 | 0.05% | 0.0% | 45 | +323,761 | 703.38% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 356,837 | 3,143 | 0.01% | 0.01% | 46 | +68,011 | 23.55% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 329,058 | 2,898 | 0.02% | 0.01% | 47 | +30,000 | 10.03% | Q2 2026 | Aug 12, 2026 |
| Verition Fund Management LLC | History | Added to | 327,000 | 2,880 | 0.01% | 0.0% | 48 | +305,807 | 1442.96% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 316,888 | 2,791 | 0.0% | 0.0% | 49 | +37,818 | 13.55% | Q2 2026 | Aug 06, 2026 |
| CERTUITY, LLC | History | Reduced | 300,000 | 2,643 | 0.13% | 0.1% | 50 | -2,500 | -0.83% | Q2 2026 | Jul 28, 2026 |
| Divisadero Street Capital Management, LP | History | Added to | 288,601 | 2,542 | 0.06% | 0.06% | 51 | +15,331 | 5.61% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 268,554 | 2,365 | 0.0% | 0.0% | 52 | +74,797 | 38.6% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 258,300 | 2,275 | 0.0% | 0.0% | 53 | -276,900 | -51.74% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 253,604 | 2,234 | 0.14% | — | 54 | +253,604 | New | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 222,748 | 1,962 | 0.0% | 0.0% | 55 | +1,954 | 0.88% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 220,597 | 1,943 | 0.0% | 0.0% | 56 | -55,976 | -20.24% | Q2 2026 | Aug 06, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 210,526 | 1,854 | 0.02% | — | 57 | +210,526 | New | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 209,173 | 1,842 | 0.0% | 0.0% | 58 | +27,257 | 14.98% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | Reduced | 198,400 | 1,747 | 0.0% | 0.0% | 59 | -11,300 | -5.39% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Added to | 194,822 | 1,716 | 0.0% | 0.0% | 60 | +15,512 | 8.65% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 194,855 | 1,716 | 0.0% | 0.0% | 61 | +4,194 | 2.2% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | Reduced | 191,437 | 1,686 | 0.0% | 0.01% | 62 | -804,033 | -80.77% | Q2 2026 | Aug 12, 2026 |
| Lotus Technology Management, LP | History | New | 168,200 | 1,587 | 1.95% | — | 63 | +168,200 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 174,568 | 1,538 | 0.0% | 0.0% | 64 | +28,780 | 19.74% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 167,504 | 1,475 | 0.02% | — | 65 | +167,504 | New | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 159,577 | 1,405 | 0.0% | 0.0% | 66 | +76,542 | 92.18% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Added to | 157,133 | 1,384 | 0.0% | 0.0% | 67 | +310 | 0.2% | Q2 2026 | Aug 27, 2026 |
| Walleye Capital LLC | History | Reduced | 149,664 | 1,318 | 0.0% | 0.01% | 68 | -156,497 | -51.12% | Q2 2026 | Aug 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 149,176 | 1,314 | 0.08% | 0.1% | 69 | -151,514 | -50.39% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 143,559 | 1,264 | 0.01% | 0.0% | 70 | +110,154 | 329.75% | Q2 2026 | Aug 11, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 137,900 | 1,214 | 0.19% | 0.25% | 71 | -110,000 | -44.37% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 135,600 | 1,194 | 0.01% | 0.02% | 72 | -864,700 | -86.44% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 132,828 | 1,170 | 0.0% | 0.0% | 73 | +5 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 132,690 | 1,168 | 0.01% | 0.01% | 74 | -33,372 | -20.1% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 132,167 | 1,164 | 0.0% | 0.0% | 75 | +6,543 | 5.21% | Q2 2026 | Aug 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 123,900 | 1,091 | 0.0% | 0.0% | 76 | +85,500 | 222.66% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 121,546 | 1,070 | 0.0% | 0.0% | 77 | +20,516 | 20.31% | Q2 2026 | Aug 24, 2026 |
| Atika Capital Management LLC | History | New | 120,000 | 1,057 | 0.07% | — | 78 | +120,000 | New | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 116,285 | 1,024 | 0.0% | 0.0% | 80 | -535,641 | -82.16% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 116,300 | 1,024 | 0.0% | 0.0% | 79 | -271,973 | -70.05% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 111,932 | 986 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | New | 110,891 | 976 | 0.16% | — | 82 | +110,891 | New | Q2 2026 | Jul 24, 2026 |
| Voleon Capital Management LP | History | Reduced | 106,517 | 938 | 0.02% | 0.02% | 83 | -85,692 | -44.58% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 106,200 | 935 | 0.0% | 0.01% | 84 | -426,430 | -80.06% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 99,905 | 880 | 0.0% | 0.0% | 85 | +38,155 | 61.79% | Q2 2026 | Aug 14, 2026 |
| Employees Retirement System of Texas | History | No change | 91,154 | 803 | 0.01% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 86,040 | 758 | 0.05% | 0.03% | 87 | -4,495 | -4.96% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | Added to | 82,739 | 728 | 0.0% | 0.0% | 88 | +6,921 | 9.13% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 78,598 | 692 | 0.0% | 0.0% | 89 | +67,624 | 616.22% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 78,171 | 688 | 0.0% | 0.0% | 90 | -17,849 | -18.59% | Q2 2026 | Aug 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 77,022 | 675 | 0.0% | 0.0% | 91 | +35,186 | 84.1% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 75,582 | 665 | 0.01% | 0.01% | 92 | -98,053 | -56.47% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 69,003 | 607 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 64,009 | 563 | 0.01% | 0.0% | 94 | +35,463 | 124.23% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 62,857 | 553 | 0.0% | 0.0% | 95 | +6,916 | 12.36% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 61,435 | 541 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 101,667 | 527 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curated Wealth Partners LLC | History | No change | 54,103 | 476 | 0.06% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 51,898 | 457 | 0.0% | 0.0% | 99 | -39,562 | -43.26% | Q2 2026 | Aug 13, 2026 |
| GM Advisory Group, LLC | History | No change | 84,015 | 436 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 49,048 | 432 | 0.0% | 0.0% | 101 | +15,821 | 47.61% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 48,174 | 424 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | New | 47,166 | 414 | 0.0% | — | 103 | +47,166 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 45,608 | 401 | 0.0% | 0.0% | 104 | +16,601 | 57.23% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 45,394 | 399 | 0.0% | 0.0% | 105 | +1,894 | 4.35% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 41,687 | 367 | 0.01% | 0.0% | 106 | +714 | 1.74% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 41,216 | 363 | 0.0% | 0.0% | 107 | +18,944 | 85.06% | Q2 2026 | Aug 19, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 40,596 | 357 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frec Markets, Inc. | History | Added to | 40,425 | 356 | 0.03% | 0.02% | 109 | +13,713 | 51.34% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 38,800 | 341 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | Added to | 38,382 | 337 | 0.0% | 0.0% | 111 | +3,408 | 9.74% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 37,546 | 330 | 0.0% | 0.0% | 112 | +6,551 | 21.14% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,656 | 323 | 0.0% | 0.0% | 113 | +16,896 | 77.65% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | New | 35,599 | 313 | 0.0% | — | 114 | +35,599 | New | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 34,062 | 299 | 0.0% | 0.0% | 115 | -10,284 | -23.19% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 33,674 | 296 | 0.0% | 0.0% | 117 | +5,034 | 17.58% | Q2 2026 | Jul 23, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 33,701 | 296 | 0.04% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 30,608 | 269 | 0.0% | 0.0% | 118 | +20,807 | 212.29% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,325 | 267 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aspen Grove Capital, LLC | History | No change | 30,000 | 264 | 0.04% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 29,914 | 263 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 27,982 | 246 | 0.0% | 0.0% | 122 | +10 | 0.04% | Q2 2026 | Sep 09, 2026 |
| Jain Global LLC | History | Added to | 27,734 | 244 | 0.0% | 0.0% | 124 | +16,768 | 152.91% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 47,166 | 244 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 27,580 | 242 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Reduced | 27,285 | 240 | 0.0% | 0.0% | 126 | -2,013 | -6.87% | Q2 2026 | Aug 07, 2026 |
| nVerses Capital, LLC | History | New | 27,032 | 238 | 0.37% | — | 127 | +27,032 | New | Q2 2026 | Aug 04, 2026 |
| Warren Street Wealth Advisors, LLC | History | New | 27,000 | 237 | 0.05% | — | 128 | +27,000 | New | Q2 2026 | Jul 22, 2026 |
| EASTERN BANK | History | Added to | 25,224 | 222 | 0.0% | 0.0% | 129 | +5,693 | 29.15% | Q2 2026 | Jul 01, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 24,605 | 216 | 0.03% | 0.01% | 130 | +14,615 | 146.3% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | New | 24,503 | 215 | 0.0% | — | 131 | +24,503 | New | Q2 2026 | Aug 10, 2026 |
| CADEN CAPITAL PARTNERS, LP | History | Reduced | 24,211 | 213 | 2.57% | 2.18% | 132 | -10,000 | -29.23% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 23,966 | 211 | 0.0% | 0.0% | 133 | -3,900 | -14.0% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 39,294 | 203 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 22,856 | 201 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | New | 22,096 | 194 | 0.01% | — | 136 | +22,096 | New | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 21,841 | 192 | 0.0% | 0.0% | 137 | -972,083 | -97.8% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 21,400 | 188 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manhattan West Asset Management, LLC | History | New | 21,311 | 187 | 0.03% | — | 139 | +21,311 | New | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 20,032 | 176 | 0.0% | 0.0% | 140 | +1,509 | 8.15% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Reduced | 19,415 | 171 | 0.0% | 0.0% | 141 | -126,312 | -86.68% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 18,825 | 165 | 0.02% | — | 142 | +18,825 | New | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,872 | 157 | 0.0% | 0.0% | 143 | +13 | 0.07% | Q2 2026 | Jul 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 17,735 | 156 | 0.0% | 0.0% | 144 | +1,540 | 9.51% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | Added to | 15,894 | 140 | 0.0% | 0.0% | 145 | +4,049 | 34.18% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | New | 15,705 | 138 | 0.0% | — | 146 | +15,705 | New | Q2 2026 | Aug 03, 2026 |
| Optas, LLC | History | No change | 15,608 | 137 | 0.02% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INCEPTIONR LLC | History | New | 15,269 | 134 | 0.03% | — | 148 | +15,269 | New | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 14,846 | 130 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | New | 14,439 | 127 | 0.0% | — | 150 | +14,439 | New | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 14,167 | 124 | 0.0% | 0.0% | 151 | +775 | 5.79% | Q2 2026 | Aug 11, 2026 |
| SIG BROKERAGE, LP | History | New | 14,044 | 123 | 0.0% | — | 153 | +14,044 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,937 | 123 | 0.0% | 0.0% | 152 | +3,060 | 28.13% | Q2 2026 | Jul 27, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,899 | 122 | 0.0% | 0.0% | 154 | -1,114 | -7.42% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 13,303 | 117 | 0.0% | — | 157 | +13,303 | New | Q2 2026 | Aug 14, 2026 |
| PSI Advisors, LLC | History | Reduced | 13,366 | 117 | 0.03% | 0.02% | 155 | -63 | -0.47% | Q2 2026 | Aug 03, 2026 |
| Brooklyn Investment Group | History | No change | 22,548 | 117 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | New | 12,732 | 112 | 0.0% | — | 158 | +12,732 | New | Q2 2026 | Sep 08, 2026 |
| PFG Investments, LLC | History | New | 12,700 | 111 | 0.0% | — | 159 | +12,700 | New | Q2 2026 | Jul 23, 2026 |
| Magnetar Financial LLC | History | New | 12,507 | 110 | 0.0% | — | 161 | +12,507 | New | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 12,537 | 110 | 0.0% | 0.0% | 160 | -133 | -1.05% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 12,415 | 109 | 0.0% | 0.0% | 162 | +1,965 | 18.8% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 11,808 | 104 | 0.0% | 0.0% | 163 | +454 | 4.0% | Q2 2026 | Aug 07, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 11,849 | 104 | 0.0% | 0.0% | 164 | +20 | 0.17% | Q2 2026 | Jul 31, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 11,700 | 103 | 0.0% | 0.0% | 165 | -1,650 | -12.36% | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 11,691 | 102 | 0.01% | — | 166 | +11,691 | New | Q2 2026 | Aug 03, 2026 |
| Proficio Capital Partners LLC | History | New | 11,198 | 98 | 0.0% | — | 167 | +11,198 | New | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | New | 11,066 | 97 | 0.0% | — | 168 | +11,066 | New | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | No change | 11,000 | 96 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 10,467 | 92 | 0.01% | — | 171 | +10,467 | New | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 10,518 | 92 | 0.01% | 0.0% | 170 | +7,438 | 241.49% | Q2 2026 | Jul 02, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 10,300 | 90 | 0.01% | 0.01% | 172 | -500 | -4.63% | Q2 2026 | Jul 23, 2026 |
| XPONANCE LLC | History | New | 10,210 | 89 | 0.0% | — | 174 | +10,210 | New | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 10,202 | 89 | 0.0% | — | 173 | +10,202 | New | Q2 2026 | Jul 17, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | New | 10,000 | 88 | 0.04% | — | 176 | +10,000 | New | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | No change | 10,000 | 88 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 9,632 | 84 | 0.0% | 0.0% | 177 | +980 | 11.33% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,455 | 83 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | History | Reduced | 9,000 | 79 | 0.03% | 0.03% | 179 | -1,800 | -16.67% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,305 | 64 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 7,200 | 63 | 0.0% | 0.0% | 181 | +5,800 | 414.29% | Q2 2026 | Jul 29, 2026 |
| Quantbot Technologies LP | History | Reduced | 4,162 | 36 | 0.0% | 0.01% | 182 | -46,103 | -91.72% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | Reduced | 4,000 | 35 | 0.0% | 0.0% | 183 | -1,000 | -20.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,492 | 31 | 0.0% | 0.0% | 184 | +1,688 | 93.57% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,375 | 29 | 0.0% | 0.0% | 185 | -7,031 | -67.57% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 3,000 | 26 | 0.02% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KBC Group NV | History | No change | 2,891 | 25 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighMark Wealth Management LLC | History | No change | 2,914 | 25 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,729 | 24 | 0.0% | 0.0% | 189 | +2,057 | 306.1% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,766 | 24 | 0.0% | 0.0% | 190 | +256 | 10.2% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | Added to | 2,157 | 19 | 0.0% | 0.0% | 191 | +1,388 | 180.49% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,942 | 17 | 0.0% | 0.0% | 192 | -991 | -33.79% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 1,833 | 16 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ancora Advisors LLC | History | New | 1,500 | 13 | 0.0% | — | 194 | +1,500 | New | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | New | 1,460 | 12 | 0.0% | — | 195 | +1,460 | New | Q2 2026 | Sep 08, 2026 |
| Essential Partners LLC | History | Reduced | 1,253 | 11 | 0.01% | 0.0% | 197 | -877 | -41.17% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Added to | 1,291 | 11 | 0.0% | 0.0% | 196 | +669 | 107.56% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,067 | 9 | 0.0% | 0.0% | 198 | +396 | 59.02% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,010 | 8 | 0.0% | 0.0% | 199 | -1,490 | -59.6% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 934 | 8 | 0.0% | 0.0% | 200 | +84 | 9.88% | Q2 2026 | Jul 23, 2026 |
| Quent Capital, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 900 | 7 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 613 | 5 | 0.0% | 0.0% | 203 | +295 | 92.77% | Q2 2026 | Aug 06, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 610 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 496 | 4 | 0.0% | — | 205 | +367 | 284.5% | Q2 2026 | Jul 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 450 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 407 | 3 | 0.0% | — | 213 | +407 | New | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | New | 300 | 3 | 0.0% | — | 212 | +300 | New | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 438 | 3 | 0.0% | 0.0% | 210 | -264 | -37.61% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 350 | 3 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 430 | 3 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bravera Wealth | History | No change | 406 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 257 | 2 | 0.0% | 0.0% | 217 | -60 | -18.93% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 240 | 2 | 0.0% | 0.0% | 214 | +19 | 8.6% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 299 | 2 | 0.0% | 0.0% | 215 | -7 | -2.29% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 289 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 295 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 234 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kilter Group LLC | History | No change | 305 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fulcrum Asset Management LLP | History | New | 229 | 1 | 0.0% | — | 227 | +229 | New | Q2 2026 | Aug 18, 2026 |
| Triumph Capital Management | History | Reduced | 125 | 1 | 0.0% | 0.0% | 223 | -140 | -52.83% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Added to | 174 | 1 | 0.0% | — | 225 | +129 | 286.67% | Q2 2026 | Jul 16, 2026 |
| North Star Investment Management Corp. | History | No change | 200 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 213 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 124 | 1 | 0.0% | — | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -500,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.23% | — | -411,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -364,495 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Havemeyer Place LP | History | Closed out | 0 | 0 | — | 0.15% | — | -243,171 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -204,747 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -144,424 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -140,400 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76,199 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -66,273 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -60,952 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,105 | -100.0% | Q2 2026 | Aug 07, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -42,907 | -100.0% | Q2 2026 | Aug 04, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,688 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Riverview Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -34,200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,841 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -24,897 | -100.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,461 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,833 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,381 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.99% | — | -14,351 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -11,827 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,355 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,300 | -100.0% | Q2 2026 | Jul 09, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,276 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,111 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -696 | -100.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 76 | 0 | — | 0.0% | — | -496 | -86.71% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Reduced | 48 | 0 | — | 0.0% | — | -470 | -90.73% | Q2 2026 | Aug 07, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -263 | -100.0% | Q2 2026 | Jul 27, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -137 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 30 | 0 | — | — | — | -108 | -78.26% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 101 | 0 | — | — | — | +101 | New | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 97 | 0 | — | — | — | +97 | New | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | New | 95 | 0 | — | — | — | +95 | New | Q2 2026 | Sep 04, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -95 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Strive Financial Group ,LLC | History | New | 94 | 0 | — | — | — | +94 | New | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | New | 66 | 0 | — | — | — | +66 | New | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 54 | 0 | — | — | — | +54 | New | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 11, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 167 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silicon Valley Capital Partners | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Stone House Investment Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 94 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GAMMA Investing LLC | History | No change | 95 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LRI Investments, LLC | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |