SONIDA SENIOR LIVING, INC. - SNDA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Conversant Capital LLC | History | No change | 14,605,874 | 595,919 | 69.9% | 69.9% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International Investors | History | No change | 3,291,753 | 134,303 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pertento Partners LLP | History | No change | 2,375,656 | 96,926 | 5.22% | 5.22% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,218,503 | 90,514 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Irenic Capital Management LP | History | No change | 1,903,621 | 77,667 | 3.73% | 3.73% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,289,010 | 52,591 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 742,702 | 30,310 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tyro Capital Management LLC | History | No change | 628,152 | 25,628 | 5.75% | 5.75% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 618,498 | 25,217 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Nuveen, LLC | History | No change | 571,641 | 23,322 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 414,541 | 16,913 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J. Goldman & Co LP | History | No change | 400,023 | 16,320 | 0.42% | 0.42% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hazelview Securities Inc. | History | No change | 350,941 | 14,813 | 2.05% | 2.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 343,524 | 14,015 | 0.25% | 0.25% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solas Capital Management, LLC | History | No change | 337,679 | 13,777 | 7.38% | 7.38% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 335,453 | 13,686 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Clayton Partners LLC | History | No change | 316,775 | 12,924 | 8.49% | 8.49% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DigitalBridge Group, Inc. | History | No change | 309,900 | 12,643 | 0.76% | 0.76% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | No change | 273,500 | 11,158 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | History | No change | 269,368 | 10,990 | 2.07% | 2.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Obion Capital Management LP | History | No change | 268,793 | 10,966 | 9.33% | 9.33% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emmett Investment Management, LP | History | No change | 261,148 | 10,897 | 7.64% | 7.64% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 265,183 | 10,741 | 5.66% | 5.66% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LuminArx Capital Management LP | History | No change | 258,750 | 10,557 | 4.7% | 4.7% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 243,155 | 9,920 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 227,392 | 9,277 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 203,197 | 8,290 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 197,842 | 8,071 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 193,392 | 7,890 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | No change | 185,000 | 7,548 | 0.79% | 0.79% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 143,574 | 5,857 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 122,586 | 5,001 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 120,000 | 4,896 | 1.62% | 1.62% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 149,230 | 4,812 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 106,773 | 4,356 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eversept Partners, LP | History | No change | 102,624 | 4,187 | 0.22% | 0.22% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 99,374 | 4,054 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 98,769 | 4,029 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | No change | 94,441 | 3,853 | 0.19% | 0.19% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | No change | 93,346 | 3,808 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 91,827 | 3,746 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 88,940 | 3,628 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 75,661 | 3,086 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 73,682 | 3,006 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 69,749 | 2,845 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 63,552 | 2,592 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Walleye Capital LLC | History | No change | 62,901 | 2,566 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 61,507 | 2,509 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 58,084 | 2,369 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | No change | 57,500 | 2,346 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 57,294 | 2,337 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 52,499 | 2,141 | 0.18% | 0.18% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 50,500 | 2,060 | 0.15% | 0.15% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 48,835 | 1,992 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 48,654 | 1,985 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investment Management Corp of Ontario | History | No change | 43,400 | 1,770 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 42,112 | 1,718 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 38,895 | 1,586 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 38,774 | 1,582 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 37,468 | 1,528 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 36,664 | 1,495 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Norwood Investment Partners, LP | History | No change | 34,785 | 1,419 | 1.96% | 1.96% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 34,435 | 1,404 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 33,015 | 1,362 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 28,847 | 1,176 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 28,113 | 1,147 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 27,126 | 1,106 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 25,673 | 1,047 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 25,338 | 1,033 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEI INVESTMENTS CO | History | No change | 24,900 | 1,015 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Enhancement Group LLC | History | No change | 24,658 | 1,006 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 24,047 | 981 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 23,678 | 967 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 22,856 | 932 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 22,617 | 922 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 22,491 | 917 | 0.36% | 0.36% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,073 | 900 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 21,641 | 882 | 0.33% | 0.33% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Finivi Inc. | History | No change | 21,398 | 873 | 0.45% | 0.45% | 79 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 21,198 | 864 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 21,091 | 860 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 20,688 | 844 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 17,932 | 731 | 0.18% | 0.18% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 17,706 | 722 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 17,604 | 718 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 16,875 | 688 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,849 | 687 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 16,835 | 686 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 16,588 | 676 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 16,433 | 670 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | No change | 15,154 | 652 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RFG Advisory, LLC | History | No change | 15,902 | 648 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITIGROUP INC | History | No change | 15,595 | 636 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 15,143 | 617 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 13,490 | 550 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 12,728 | 519 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 12,491 | 505 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savant Capital, LLC | History | No change | 14,135 | 502 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtu Financial LLC | History | No change | 12,294 | 502 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 11,575 | 472 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,416 | 465 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 11,361 | 463 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 11,292 | 461 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 11,247 | 458 | 0.14% | 0.14% | 104 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 10,836 | 442 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 10,648 | 434 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 10,662 | 434 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXQ CAPITAL, LP | History | No change | 10,341 | 421 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,100 | 412 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 9,685 | 395 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 9,571 | 390 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Spire Wealth Management | History | No change | 9,300 | 379 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 9,218 | 376 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | No change | 8,942 | 364 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,501 | 346 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,294 | 338 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 7,997 | 326 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 7,923 | 323 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 7,580 | 309 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 7,569 | 308 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,492 | 305 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 7,387 | 301 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 7,209 | 294 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | No change | 6,992 | 285 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 6,958 | 283 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 6,667 | 272 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 6,515 | 265 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 6,409 | 261 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 6,201 | 253 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 6,000 | 245 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 7,182 | 242 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 5,716 | 233 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,488 | 223 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,487 | 223 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 5,453 | 222 | 0.12% | 0.12% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,381 | 220 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 5,342 | 217 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 5,338 | 217 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,274 | 215 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 5,245 | 213 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | No change | 5,129 | 209 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,129 | 209 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | No change | 5,051 | 206 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,045 | 205 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,921 | 200 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FNY Investment Advisers, LLC | History | No change | 4,500 | 183 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Covestor Ltd | History | No change | 4,355 | 178 | 0.1% | 0.1% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 4,130 | 168 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,047 | 165 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dauntless Investment Group, LLC | History | No change | 3,521 | 143 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,069 | 125 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,693 | 109 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,616 | 106 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,515 | 102 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,503 | 102 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,372 | 96 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| State of Wyoming | History | No change | 2,206 | 90 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1,991 | 81 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 1,985 | 80 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,963 | 80 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,963 | 80 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FMR LLC | History | No change | 1,919 | 78 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,604 | 65 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,610 | 65 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Group, LTD | History | No change | 1,554 | 63 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,531 | 62 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,584 | 61 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,447 | 59 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,409 | 57 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NFSG Corp | History | No change | 1,415 | 57 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 1,311 | 53 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,290 | 52 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 1,237 | 50 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,239 | 50 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,195 | 48 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,144 | 45 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,097 | 44 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 1,050 | 42 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,016 | 41 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Blue Trust, Inc. | History | No change | 772 | 31 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 744 | 30 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingdom Financial Group LLC. | History | No change | 741 | 30 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | No change | 748 | 30 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 707 | 27 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Note Wealth, LLC | History | No change | 625 | 25 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 589 | 24 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CX Institutional | History | No change | 629 | 24 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Sterling Capital Management LLC | History | No change | 581 | 23 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 519 | 21 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 497 | 20 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 512 | 20 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 452 | 19 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 429 | 17 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 397 | 16 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| MATHER GROUP, LLC. | History | No change | 401 | 16 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ancora Advisors LLC | History | No change | 339 | 13 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 338 | 13 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 311 | 12 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Raleigh Capital Management Inc. | History | No change | 296 | 12 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 315 | 12 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Life Planners | History | No change | 313 | 12 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 279 | 11 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SWAN Capital LLC | History | No change | 288 | 11 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 202 | 8 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Markowski Investments | History | No change | 218 | 8 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 174 | 7 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 127 | 5 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Estabrook Capital Management | History | No change | 134 | 5 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 143 | 5 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 133 | 5 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PlanVest Financial, Inc | History | No change | 144 | 5 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacifica Partners Inc. | History | No change | 113 | 4 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Optiver Holding B.V. | History | No change | 106 | 4 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 93 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 94 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 71 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Graney & King, LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 34 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 43 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 48 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quarry LP | History | No change | 28 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -566 | -100.0% | Q3 2026 | Oct 05, 2026 |
| US BANCORP \DE\ | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Essential Partners LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |