SmartStop Self Storage REIT, Inc. - SMA
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 | 5,416,274 | 176,028 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 5,270,721 | 171,299 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 3,265,154 | 105,138 | 0.05% | 0.05% | 3 | +59,369 | 1.85% | Q3 2026 | Nov 02, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,899,665 | 94,239 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,744,749 | 89,204 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,367,053 | 76,929 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,244,402 | 73,231 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| NORGES BANK | History | No change | 1,630,366 | 52,986 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,574,206 | 51,170 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 1,415,860 | 46,015 | 0.39% | 0.39% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,079,954 | 35,099 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 1,034,596 | 33,624 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 967,028 | 31,428 | 0.3% | 0.3% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 956,577 | 31,088 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 932,759 | 30,314 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 896,899 | 29,149 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Irenic Capital Management LP | History | No change | 876,608 | 28,489 | 1.37% | 1.37% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 851,253 | 27,665 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 675,774 | 21,962 | 0.14% | 0.14% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 579,922 | 18,847 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | No change | 501,768 | 16,279 | 0.95% | 0.95% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Long Pond Capital, LP | History | No change | 444,839 | 14,457 | 1.39% | 1.39% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zimmer Partners, LP | History | No change | 437,500 | 14,218 | 0.33% | 0.33% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 389,780 | 12,667 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 375,764 | 12,305 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 369,899 | 12,021 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 362,619 | 11,676 | 0.21% | 0.23% | 27 | -12,013 | -3.21% | Q3 2026 | Oct 13, 2026 |
| Aberdeen Group plc | History | No change | 348,725 | 11,333 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | No change | 303,577 | 9,866 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 282,877 | 9,193 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 264,581 | 8,598 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 259,427 | 8,529 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 250,469 | 8,140 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 241,155 | 7,837 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 236,822 | 7,696 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 232,347 | 7,551 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COHEN & STEERS, INC. | History | No change | 231,241 | 7,515 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 228,854 | 7,437 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 220,560 | 7,126 | 0.22% | 0.22% | 39 | +3,316 | 1.53% | Q3 2026 | Oct 28, 2026 |
| Clearbridge Investments, LLC | History | No change | 211,712 | 6,880 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 204,658 | 6,651 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Reduced | 200,238 | 6,447 | 0.07% | 0.07% | 42 | -490 | -0.24% | Q3 2026 | Oct 28, 2026 |
| MORGAN STANLEY | History | No change | 196,846 | 6,397 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 195,963 | 6,368 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 191,173 | 6,213 | 0.17% | 0.17% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 191,007 | 6,207 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DigitalBridge Group, Inc. | History | No change | 182,200 | 5,921 | 0.35% | 0.35% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argosy-Lionbridge Management, LLC | History | No change | 176,787 | 5,745 | 3.61% | 3.61% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 172,447 | 5,604 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 158,096 | 5,138 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 155,868 | 5,065 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 145,029 | 4,713 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 135,326 | 4,398 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 121,645 | 3,953 | 0.15% | 0.15% | 54 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 119,731 | 3,891 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 116,966 | 3,801 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 114,567 | 3,723 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 112,595 | 3,626 | 0.01% | 0.01% | 58 | -5,480 | -4.64% | Q3 2026 | Nov 02, 2026 |
| Swiss National Bank | History | No change | 111,000 | 3,607 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 110,364 | 3,586 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 105,680 | 3,434 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 103,562 | 3,365 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 96,864 | 3,119 | 0.0% | 0.0% | 63 | -14,133 | -12.73% | Q3 2026 | Nov 02, 2026 |
| Verition Fund Management LLC | History | No change | 93,515 | 3,039 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 89,200 | 2,899 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 84,901 | 2,760 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 82,901 | 2,669 | 0.01% | 0.01% | 67 | +9,018 | 12.21% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 81,066 | 2,634 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 79,196 | 2,573 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 78,220 | 2,542 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 76,258 | 2,455 | 0.01% | 0.01% | 71 | +4,450 | 6.2% | Q3 2026 | Nov 03, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 75,620 | 2,434 | 0.01% | 0.01% | 72 | -4,291 | -5.37% | Q3 2026 | Oct 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 73,508 | 2,389 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 73,338 | 2,383 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 67,886 | 2,206 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 67,432 | 2,191 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 65,572 | 2,131 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paralel Advisors LLC | History | No change | 65,000 | 2,112 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 64,570 | 2,098 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 63,050 | 2,049 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 65,427 | 1,981 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 60,657 | 1,971 | 0.42% | 0.42% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 60,612 | 1,951 | 0.02% | 0.04% | 83 | -61,760 | -50.47% | Q3 2026 | Oct 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 59,799 | 1,943 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 57,637 | 1,873 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 54,375 | 1,767 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 53,964 | 1,753 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 54,334 | 1,749 | 0.0% | 0.0% | 88 | -5,523 | -9.23% | Q3 2026 | Oct 29, 2026 |
| CITIGROUP INC | History | Reduced | 52,940 | 1,704 | 0.0% | 0.0% | 89 | -23,526 | -30.77% | Q3 2026 | Nov 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 51,690 | 1,679 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 50,216 | 1,632 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 49,917 | 1,622 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 49,600 | 1,612 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 48,170 | 1,565 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 47,163 | 1,533 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 46,269 | 1,503 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 44,108 | 1,433 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 44,082 | 1,417 | 0.01% | 0.01% | 98 | +1,941 | 4.61% | Q3 2026 | Oct 15, 2026 |
| Premier Private Wealth Management LLC | History | No change | 42,262 | 1,373 | 1.2% | 1.2% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 39,993 | 1,299 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 38,583 | 1,253 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 38,412 | 1,248 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 37,665 | 1,224 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 34,698 | 1,127 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanderbilt University | History | Reduced | 34,304 | 1,104 | 0.13% | 0.16% | 105 | -1,288 | -3.62% | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 33,167 | 1,078 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Capital Management, LLC | History | No change | 31,000 | 1,007 | 0.09% | 0.09% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 29,430 | 956 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 29,149 | 947 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 27,788 | 903 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 27,312 | 888 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 26,490 | 861 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 26,009 | 845 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 25,967 | 843 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crossingbridge Advisors, LLC | History | No change | 25,000 | 812 | 0.14% | 0.14% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 24,872 | 808 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 24,524 | 805 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 24,955 | 803 | 0.0% | 0.0% | 118 | +387 | 1.58% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 24,443 | 794 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 23,600 | 767 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 23,417 | 761 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 23,352 | 758 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 22,945 | 738 | 0.01% | 0.01% | 123 | -1,528 | -6.24% | Q3 2026 | Oct 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 22,334 | 725 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Seven Hills Financial, LLC | History | New | 22,457 | 723 | 0.44% | — | 125 | +22,457 | New | Q3 2026 | Oct 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 22,112 | 718 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | Added to | 21,755 | 714 | 0.02% | 0.02% | 127 | +128 | 0.59% | Q3 2026 | Oct 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 21,947 | 713 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 20,600 | 669 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trivium Point Advisory, LLC | History | No change | 18,968 | 616 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CenterBook Partners LP | History | New | 18,566 | 597 | 0.03% | — | 131 | +18,566 | New | Q3 2026 | Nov 02, 2026 |
| MBL Wealth, LLC | History | New | 18,500 | 595 | 0.04% | — | 132 | +18,500 | New | Q3 2026 | Oct 22, 2026 |
| &PARTNERS | History | No change | 17,762 | 577 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 16,916 | 549 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,882 | 548 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 16,911 | 544 | 0.23% | 0.32% | 136 | -6,372 | -27.37% | Q3 2026 | Oct 13, 2026 |
| Freedom Day Solutions, LLC | History | No change | 16,406 | 528 | 0.12% | 0.12% | 137 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Valued Wealth Advisors LLC | History | No change | 15,889 | 516 | 0.19% | 0.19% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 15,952 | 514 | 0.18% | — | 140 | +15,952 | New | Q3 2026 | Nov 04, 2026 |
| Creative Planning | History | Added to | 15,971 | 514 | 0.0% | 0.0% | 139 | +60 | 0.38% | Q3 2026 | Nov 02, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 15,956 | 513 | 0.12% | 0.15% | 141 | -3,981 | -19.97% | Q3 2026 | Oct 08, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 15,701 | 510 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 15,597 | 502 | 0.0% | 0.0% | 143 | +322 | 2.11% | Q3 2026 | Nov 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 15,422 | 501 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STRS OHIO | History | Reduced | 15,500 | 499 | 0.0% | 0.01% | 145 | -63,600 | -80.4% | Q3 2026 | Oct 30, 2026 |
| Clare Market Investments LLC | History | No change | 14,744 | 479 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Metis Global Partners, LLC | History | No change | 14,442 | 469 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 13,438 | 435 | 0.0% | — | 149 | +13,438 | New | Q3 2026 | Oct 27, 2026 |
| Waverly Advisors, LLC | History | No change | 13,387 | 435 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 13,086 | 425 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 12,997 | 418 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ALLSTATE CORP | History | No change | 12,829 | 416 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlTi Global, Inc. | History | No change | 12,547 | 409 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Key Capital Management, INC | History | New | 11,290 | 397 | 0.15% | — | 155 | +11,290 | New | Q3 2026 | Nov 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,200 | 397 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 11,657 | 378 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 11,619 | 377 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Freestone Grove Partners LP | History | No change | 11,521 | 374 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 11,076 | 368 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Square, LLC | History | Reduced | 11,216 | 361 | 0.16% | 0.18% | 160 | -1,156 | -9.34% | Q3 2026 | Oct 19, 2026 |
| IFM Investors Pty Ltd | History | Added to | 11,190 | 360 | 0.0% | 0.0% | 161 | +2,158 | 23.89% | Q3 2026 | Oct 13, 2026 |
| Vestcor Inc | History | No change | 10,900 | 354 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,676 | 346 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 10,742 | 345 | 0.05% | 0.08% | 164 | -5,658 | -34.5% | Q3 2026 | Oct 23, 2026 |
| Signature Equity Partners, LLC | History | Added to | 10,574 | 340 | 0.12% | 0.08% | 165 | +5,496 | 108.23% | Q3 2026 | Oct 29, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 10,356 | 336 | 0.11% | 0.11% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Achmea Investment Management B.V. | History | New | 10,210 | 329 | 0.0% | — | 167 | +10,210 | New | Q3 2026 | Oct 30, 2026 |
| OneAscent Wealth Management LLC | History | No change | 10,103 | 328 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 10,039 | 326 | 0.24% | 0.24% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 9,807 | 318 | 0.12% | 0.12% | 170 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,728 | 316 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,361 | 306 | 0.0% | 0.0% | 172 | +1,636 | 21.18% | Q3 2026 | Oct 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 9,298 | 302 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,264 | 301 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 9,131 | 296 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,160 | 294 | 0.0% | 0.0% | 177 | +13 | 0.14% | Q3 2026 | Nov 03, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 9,076 | 294 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| M&T BANK CORP | History | No change | 8,932 | 290 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Castleview Partners, LLC | History | Reduced | 8,991 | 289 | 0.13% | 0.15% | 179 | -1,524 | -14.49% | Q3 2026 | Oct 09, 2026 |
| US BANCORP \DE\ | History | No change | 8,486 | 275 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 8,441 | 274 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 8,421 | 273 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 8,294 | 270 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 8,106 | 263 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 7,806 | 253 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 7,796 | 251 | 0.0% | — | 186 | +7,796 | New | Q3 2026 | Nov 04, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 9,696 | 247 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 7,517 | 244 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 7,500 | 243 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 7,291 | 234 | 0.07% | 0.08% | 190 | -612 | -7.74% | Q3 2026 | Oct 27, 2026 |
| Balboa Wealth Partners | History | No change | 7,128 | 229 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ProShare Advisors LLC | History | Reduced | 7,091 | 228 | 0.0% | 0.0% | 192 | -304 | -4.11% | Q3 2026 | Oct 28, 2026 |
| Gross & Hartman Investments LLC | History | No change | 6,729 | 218 | 0.1% | 0.1% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 6,729 | 218 | 0.15% | 0.15% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 6,726 | 216 | 0.05% | 0.08% | 195 | -2,414 | -26.41% | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 6,631 | 215 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UniSuper Management Pty Ltd | History | No change | 6,600 | 212 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,525 | 210 | 0.0% | — | 198 | +6,525 | New | Q3 2026 | Oct 21, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 6,512 | 209 | 0.05% | 0.04% | 199 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 6,375 | 207 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | Reduced | 6,411 | 206 | 0.0% | 0.0% | 201 | -2 | -0.03% | Q3 2026 | Oct 22, 2026 |
| ROCKLAND TRUST CO | History | No change | 6,391 | 205 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Allianz Asset Management GmbH | History | No change | 6,306 | 204 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CX Institutional | History | Reduced | 6,122 | 197 | 0.01% | 0.01% | 204 | -950 | -13.43% | Q3 2026 | Oct 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,135 | 171 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 5,114 | 166 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,126 | 166 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 4,530 | 145 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4,414 | 143 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 4,102 | 134 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 4,091 | 132 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KBC Group NV | History | Added to | 2,966 | 96 | 0.0% | 0.0% | 212 | +1,344 | 82.86% | Q3 2026 | Oct 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,886 | 93 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIL Ltd | History | No change | 2,720 | 88 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 2,693 | 87 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,667 | 86 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 2,655 | 86 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 2,614 | 84 | 0.03% | 0.03% | 218 | -57 | -2.13% | Q3 2026 | Oct 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,599 | 83 | 0.01% | 0.0% | 220 | +2,158 | 489.34% | Q3 2026 | Oct 01, 2026 |
| Arax Advisory Partners | History | No change | 2,579 | 83 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silicon Valley Capital Partners | History | No change | 2,336 | 75 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Bayforest Capital Ltd | History | Reduced | 2,002 | 64 | 0.09% | 0.17% | 224 | -3,708 | -64.94% | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Added to | 2,002 | 64 | 0.0% | 0.0% | 222 | +277 | 16.06% | Q3 2026 | Oct 21, 2026 |
| NFSG Corp | History | No change | 1,995 | 64 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BFC Planning, Inc. | History | No change | 1,909 | 62 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,823 | 59 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 1,788 | 58 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Financial Planning Group LLC | History | No change | 1,337 | 43 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Canton Hathaway, LLC | History | No change | 1,250 | 40 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,249 | 40 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,209 | 38 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,120 | 36 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,100 | 35 | 0.0% | 0.0% | 233 | -38 | -3.34% | Q3 2026 | Oct 22, 2026 |
| Avalon Trust Co | History | No change | 1,100 | 35 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,000 | 32 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 958 | 31 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 974 | 31 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 907 | 29 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 874 | 28 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 850 | 27 | 0.0% | 0.0% | 240 | +10 | 1.19% | Q3 2026 | Nov 04, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 861 | 27 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 804 | 26 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 731 | 23 | 0.0% | 0.0% | 243 | -5 | -0.68% | Q3 2026 | Oct 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 616 | 19 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| GAMMA Investing LLC | History | Added to | 557 | 17 | 0.0% | 0.0% | 245 | +347 | 165.24% | Q3 2026 | Oct 08, 2026 |
| Heritage Family Offices, LLP | History | New | 527 | 16 | 0.01% | — | 247 | +527 | New | Q3 2026 | Nov 02, 2026 |
| SWAN Capital LLC | History | No change | 501 | 16 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 430 | 13 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 352 | 11 | 0.0% | 0.0% | 250 | +61 | 20.96% | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 360 | 11 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GK Wealth Management LLC | History | New | 340 | 10 | 0.01% | — | 252 | +340 | New | Q3 2026 | Oct 09, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 340 | 10 | 0.0% | 0.0% | 251 | +4 | 1.19% | Q3 2026 | Nov 04, 2026 |
| TD Capital Management LLC | History | No change | 279 | 9 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | New | 240 | 7 | 0.0% | — | 255 | +240 | New | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 246 | 7 | 0.0% | 0.0% | 254 | -12 | -4.65% | Q3 2026 | Nov 04, 2026 |
| Napier Financial, LLC | History | No change | 194 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRIVATE TRUST CO NA | History | No change | 158 | 5 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 143 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 143 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 87 | 2 | 0.0% | 0.0% | 260 | -142 | -62.01% | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | New | 88 | 2 | 0.0% | — | 262 | +88 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 71 | 2 | 0.0% | 0.0% | 261 | +31 | 77.5% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 61 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.04% | — | -51,100 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AlphaCentric Advisors LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -25,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,666 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -491 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -431 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 31 | 0 | — | — | — | +31 | New | Q3 2026 | Oct 27, 2026 |
| Bare Financial Services, Inc | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2026 | Nov 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Clark Wealth Partners | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SJS Investment Consulting Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 26, 2026 |
| Covestor Ltd | History | Reduced | 8 | 0 | — | — | — | -6 | -42.86% | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |