Stellar Bancorp, Inc. - STEL
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 | Reduced | 6,344,688 | 249,473 | 0.0% | 0.0% | 1 | -402,998 | -5.97% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,581,607 | 101,508 | 0.02% | 0.02% | 2 | +82,389 | 3.3% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 2,026,800 | 79,693 | 0.0% | 0.0% | 3 | -7,703 | -0.38% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Reduced | 1,947,340 | 76,569 | 0.0% | 0.0% | 4 | -180,829 | -8.5% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,418,033 | 55,757 | 0.02% | 0.01% | 5 | +828,557 | 140.56% | Q2 2026 | Aug 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 1,285,316 | 50,538 | 0.21% | 0.2% | 6 | +2,230 | 0.17% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 977,587 | 38,438 | 0.04% | 0.01% | 7 | +828,390 | 555.23% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 878,109 | 34,527 | 0.04% | 0.06% | 8 | -416,063 | -32.15% | Q2 2026 | Aug 14, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | Added to | 815,467 | 32,064 | 7.14% | 1.14% | 9 | +672,154 | 469.01% | Q2 2026 | Aug 12, 2026 |
| Magnetar Financial LLC | History | No change | 812,216 | 31,936 | 0.29% | 0.3% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR Arbitrage LLC | History | Added to | 711,552 | 27,978 | 0.4% | 0.41% | 11 | +25,744 | 3.75% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 627,679 | 24,680 | 0.0% | 0.0% | 12 | -262,714 | -29.51% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 549,076 | 21,595 | 0.0% | 0.0% | 13 | -575,285 | -51.17% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 546,524 | 21,489 | 0.0% | 0.0% | 14 | +75,996 | 16.15% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 474,654 | 18,658 | 0.0% | 0.0% | 15 | -165,746 | -25.88% | Q2 2026 | Aug 12, 2026 |
| TORONTO DOMINION BANK | History | Added to | 455,400 | 17,906 | 0.02% | 0.02% | 16 | +74,000 | 19.4% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 418,411 | 16,451 | 0.0% | 0.0% | 17 | +13,691 | 3.38% | Q2 2026 | Aug 13, 2026 |
| Polar Asset Management Partners Inc. | History | Reduced | 398,737 | 15,678 | 0.26% | 0.39% | 18 | -133,263 | -25.05% | Q2 2026 | Aug 14, 2026 |
| WATER ISLAND CAPITAL LLC | History | Reduced | 383,227 | 15,068 | 1.4% | 1.76% | 19 | -48,004 | -11.13% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 357,235 | 14,046 | 0.0% | 0.0% | 20 | +31,520 | 9.68% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 324,592 | 12,762 | 0.02% | 0.01% | 21 | +210,118 | 183.55% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 321,664 | 12,647 | 0.0% | 0.0% | 22 | -100,882 | -23.87% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 313,886 | 12,342 | 0.0% | 0.0% | 23 | -364 | -0.12% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 296,871 | 11,672 | 0.01% | 0.0% | 24 | +251,230 | 550.45% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 289,221 | 11,372 | 0.0% | 0.0% | 25 | -451,127 | -60.93% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 284,640 | 11,192 | 0.0% | 0.0% | 26 | -9,822 | -3.34% | Q2 2026 | Aug 13, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Added to | 283,750 | 11,157 | 0.7% | 0.41% | 27 | +95,100 | 50.41% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 282,786 | 11,119 | 0.02% | 0.01% | 28 | +132,800 | 88.54% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 277,320 | 10,904 | 0.01% | 0.01% | 29 | -2,433 | -0.87% | Q2 2026 | Aug 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 255,805 | 10,058 | 0.0% | 0.01% | 30 | -183,820 | -41.81% | Q2 2026 | Aug 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 229,638 | 9,029 | 0.66% | 0.14% | 31 | +178,001 | 344.72% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 220,521 | 8,670 | 0.0% | 0.0% | 32 | -1,534 | -0.69% | Q2 2026 | Aug 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 214,141 | 8,420 | 0.0% | 0.0% | 33 | +185,891 | 658.02% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 206,247 | 8,109 | 0.01% | 0.01% | 34 | -285 | -0.14% | Q2 2026 | Aug 19, 2026 |
| Invesco Ltd. | History | Reduced | 200,980 | 7,902 | 0.0% | 0.0% | 35 | -76,822 | -27.65% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 187,392 | 7,368 | 0.0% | 0.0% | 36 | -139,674 | -42.71% | Q2 2026 | Aug 06, 2026 |
| ABC ARBITRAGE SA | History | Added to | 180,859 | 7,111 | 0.77% | 0.78% | 37 | +21,035 | 13.16% | Q2 2026 | Jul 20, 2026 |
| Callahan Advisors, LLC | History | Reduced | 160,912 | 6,327 | 0.48% | 0.5% | 38 | -1,249 | -0.77% | Q2 2026 | Aug 03, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 157,453 | 6,191 | 0.02% | 0.02% | 39 | -5,984 | -3.66% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 153,441 | 6,033 | 0.0% | 0.0% | 40 | +124,318 | 426.87% | Q2 2026 | Aug 14, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 151,926 | 5,973 | 2.77% | 2.72% | 41 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 142,565 | 5,605 | 0.0% | 0.0% | 42 | +107,411 | 305.54% | Q2 2026 | Aug 14, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | New | 138,128 | 5,431 | 0.36% | — | 43 | +138,128 | New | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 118,294 | 4,651 | 0.06% | 0.01% | 44 | +97,573 | 470.89% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 110,577 | 4,347 | 0.0% | 0.0% | 45 | -17,351 | -13.56% | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | Added to | 101,764 | 4,001 | 0.13% | 0.07% | 46 | +56,872 | 126.69% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 98,749 | 3,882 | 0.0% | 0.0% | 47 | -21,492 | -17.87% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 96,262 | 3,785 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 89,267 | 3,509 | 0.19% | 0.18% | 49 | +7,058 | 8.59% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 81,078 | 3,187 | 0.0% | 0.0% | 50 | +23,032 | 39.68% | Q2 2026 | Aug 03, 2026 |
| Segment Wealth Management, LLC | History | No change | 79,999 | 3,145 | 0.16% | 0.17% | 51 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 79,256 | 3,116 | 0.0% | 0.0% | 52 | +41,011 | 107.23% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 75,234 | 2,977 | 0.0% | 0.0% | 53 | -6,738 | -8.22% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 75,617 | 2,973 | 0.0% | 0.0% | 54 | +3,856 | 5.37% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 70,935 | 2,789 | 0.02% | 0.01% | 55 | +34,013 | 92.12% | Q2 2026 | Aug 10, 2026 |
| Paragon Capital Management LLC | History | No change | 65,848 | 2,589 | 1.2% | 1.19% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 65,848 | 2,589 | 0.22% | 0.23% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Legal & General Group Plc | History | Reduced | 65,701 | 2,583 | 0.0% | 0.0% | 58 | -39,692 | -37.66% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Reduced | 65,223 | 2,564 | 0.0% | 0.0% | 60 | -35,486 | -35.24% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 65,226 | 2,564 | 0.0% | 0.0% | 59 | -1,868 | -2.78% | Q2 2026 | Aug 24, 2026 |
| FMR LLC | History | Added to | 60,480 | 2,378 | 0.0% | 0.0% | 61 | +5,553 | 10.11% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 58,045 | 2,125 | 0.0% | 0.0% | 62 | -900 | -1.53% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 52,567 | 2,066 | 0.0% | 0.0% | 63 | -45,773 | -46.55% | Q2 2026 | Aug 14, 2026 |
| Cannon Global Investment Management, LLC | History | New | 49,960 | 1,964 | 5.56% | — | 64 | +49,960 | New | Q2 2026 | Jul 30, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 47,801 | 1,879 | 0.73% | 0.75% | 65 | +2,000 | 4.37% | Q2 2026 | Jul 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 46,566 | 1,830 | 0.0% | 0.0% | 66 | -260 | -0.56% | Q2 2026 | Aug 12, 2026 |
| MCDANIEL TERRY & CO | History | No change | 46,419 | 1,825 | 0.14% | 0.14% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clear Trail Advisors, LLC | History | No change | 46,368 | 1,823 | 0.28% | 0.28% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Versor Investments LP | History | Added to | 46,173 | 1,815 | 3.82% | 3.77% | 69 | +4,119 | 9.79% | Q2 2026 | Aug 07, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 45,302 | 1,781 | 0.12% | — | 70 | +45,302 | New | Q2 2026 | Aug 14, 2026 |
| Teton Advisors, LLC | History | Reduced | 42,800 | 1,682 | 0.97% | 1.13% | 71 | -1,000 | -2.28% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 41,489 | 1,631 | 0.0% | 0.0% | 72 | -370,177 | -89.92% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 41,210 | 1,620 | 0.0% | 0.0% | 73 | -59,043 | -58.89% | Q2 2026 | Sep 02, 2026 |
| Centiva Capital, LP | History | New | 40,747 | 1,602 | 0.01% | — | 74 | +40,747 | New | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 38,956 | 1,531 | 0.0% | 0.0% | 75 | +12,993 | 50.04% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 34,832 | 1,369 | 0.01% | 0.01% | 76 | -148 | -0.42% | Q2 2026 | Sep 08, 2026 |
| ACADEMY CAPITAL MANAGEMENT | History | Added to | 34,720 | 1,365 | 0.18% | 0.04% | 77 | +27,687 | 393.67% | Q2 2026 | Aug 12, 2026 |
| Kintayl Capital LP | History | Added to | 34,435 | 1,353 | 0.54% | 0.15% | 78 | +26,679 | 343.98% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 31,220 | 1,227 | 0.0% | — | 79 | +31,220 | New | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 30,806 | 1,211 | 0.01% | — | 80 | +30,806 | New | Q2 2026 | Aug 10, 2026 |
| Inscription Capital, LLC | History | Added to | 29,202 | 1,148 | 0.1% | 0.11% | 81 | +42 | 0.14% | Q2 2026 | Aug 13, 2026 |
| Oxbow Advisors, LLC | History | No change | 28,368 | 1,115 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 26,525 | 1,042 | 0.0% | 0.01% | 83 | -57,833 | -68.56% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 26,350 | 1,037 | 0.0% | 0.0% | 84 | -26,825 | -50.45% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 26,164 | 1,028 | 0.0% | 0.0% | 85 | -1,440 | -5.22% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 26,140 | 1,027 | 0.0% | 0.0% | 86 | -4,641 | -15.08% | Q2 2026 | Aug 14, 2026 |
| SFMG, LLC | History | Added to | 25,159 | 989 | 0.06% | 0.06% | 87 | +3 | 0.01% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Associates, LP | History | New | 24,010 | 944 | 0.0% | — | 88 | +24,010 | New | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 23,844 | 937 | 0.01% | 0.01% | 89 | +1 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 23,575 | 926 | 0.0% | 0.0% | 90 | +18,572 | 371.22% | Q2 2026 | Aug 06, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 22,550 | 886 | 0.05% | — | 91 | +22,550 | New | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 21,684 | 852 | 0.0% | 0.0% | 92 | -55 | -0.25% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 21,270 | 836 | 0.0% | 0.0% | 93 | -1,488 | -6.54% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 20,439 | 803 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 20,100 | 790 | 0.01% | 0.01% | 95 | -200 | -0.99% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,059 | 789 | 0.0% | 0.0% | 96 | +24 | 0.12% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 19,674 | 773 | 0.0% | 0.0% | 97 | -38 | -0.19% | Q2 2026 | Jul 29, 2026 |
| Jupiter Topco LLC | History | New | 19,495 | 765 | 0.0% | — | 98 | +19,495 | New | Q2 2026 | Aug 14, 2026 |
| OP Asset Management Ltd | History | New | 18,971 | 745 | 0.01% | — | 99 | +18,971 | New | Q2 2026 | Jul 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 19,495 | 714 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 17,701 | 696 | 0.0% | 0.0% | 101 | +2,600 | 17.22% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | Added to | 17,582 | 691 | 0.0% | 0.0% | 102 | +4,518 | 34.58% | Q2 2026 | Aug 07, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 17,255 | 678 | 0.01% | 0.01% | 103 | -7,446 | -30.14% | Q2 2026 | Jul 20, 2026 |
| Argent Trust Co | History | No change | 17,258 | 678 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 17,240 | 677 | 0.0% | 0.0% | 105 | -1,005 | -5.51% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 16,850 | 662 | 0.02% | 0.0% | 106 | +12,143 | 257.98% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 16,735 | 658 | 0.0% | 0.0% | 107 | -508 | -2.95% | Q2 2026 | Aug 11, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 16,470 | 647 | 0.06% | 0.07% | 108 | +374 | 2.32% | Q2 2026 | Jul 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 16,304 | 596 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 14,994 | 589 | 0.29% | — | 110 | +14,994 | New | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 14,446 | 568 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 14,433 | 567 | 0.0% | — | 112 | +14,433 | New | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | New | 14,248 | 560 | 0.0% | — | 113 | +14,248 | New | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 13,887 | 546 | 0.01% | 0.02% | 114 | -15,689 | -53.05% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,904 | 546 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 13,717 | 539 | 0.09% | 0.11% | 116 | -1,621 | -10.57% | Q2 2026 | Jul 21, 2026 |
| Squarepoint Ops LLC | History | New | 13,602 | 534 | 0.0% | — | 117 | +13,602 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 13,180 | 518 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,043 | 512 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,147 | 477 | 0.01% | 0.01% | 120 | -25 | -0.21% | Q2 2026 | Jul 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 11,630 | 457 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,065 | 435 | 0.0% | 0.0% | 122 | -2,131 | -16.15% | Q2 2026 | Jul 23, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 11,088 | 435 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,868 | 427 | 0.0% | 0.0% | 124 | -429 | -3.8% | Q2 2026 | Jul 17, 2026 |
| PATRON PARTNERS, LLC | History | No change | 10,658 | 419 | 0.16% | 0.17% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARVEST MANAGEMENT LLC | History | Reduced | 10,598 | 416 | 0.16% | 1.56% | 126 | -77,402 | -87.96% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,361 | 407 | 0.0% | 0.0% | 127 | -787 | -7.06% | Q2 2026 | Aug 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 10,327 | 406 | 0.0% | 0.01% | 128 | -100 | -0.96% | Q2 2026 | Jul 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,257 | 403 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crestmont Private Wealth LLC | History | Reduced | 10,145 | 398 | 0.11% | 0.15% | 130 | -2,584 | -20.3% | Q2 2026 | Aug 07, 2026 |
| CSS LLC/IL | History | New | 10,000 | 393 | 0.02% | — | 132 | +10,000 | New | Q2 2026 | Aug 14, 2026 |
| Greenland Capital Management LP | History | No change | 10,000 | 393 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Reduced | 9,914 | 389 | 0.0% | 0.0% | 133 | -522 | -5.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 9,807 | 386 | 0.0% | 0.0% | 134 | +1,535 | 18.56% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 9,619 | 378 | 0.0% | 0.0% | 135 | -223 | -2.27% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,208 | 362 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PenderFund Capital Management Ltd. | History | New | 8,800 | 346 | 0.04% | — | 137 | +8,800 | New | Q2 2026 | Aug 14, 2026 |
| Chicago Capital Management, LLC | History | New | 11,559 | 342 | 0.3% | — | 138 | +11,559 | New | Q2 2026 | Jul 22, 2026 |
| Brevan Howard Capital Management LP | History | New | 8,600 | 338 | 0.0% | — | 139 | +8,600 | New | Q2 2026 | Aug 14, 2026 |
| First Trust Capital Management L.P. | History | New | 8,600 | 338 | 0.02% | — | 140 | +8,600 | New | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 8,427 | 331 | 0.0% | — | 141 | +8,427 | New | Q2 2026 | Jul 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,400 | 330 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 8,181 | 321 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 8,144 | 320 | 0.01% | 0.01% | 144 | -2,197 | -21.25% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 7,688 | 302 | 0.0% | 0.0% | 145 | +58 | 0.76% | Q2 2026 | Aug 07, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 7,581 | 298 | 0.22% | 0.2% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEI INVESTMENTS CO | History | Added to | 7,569 | 297 | 0.0% | 0.0% | 147 | +47 | 0.62% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,675 | 262 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | Added to | 6,633 | 260 | 0.0% | 0.0% | 149 | +613 | 10.18% | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 6,333 | 249 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6,808 | 249 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Murchinson Ltd. | History | No change | 6,300 | 247 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 6,140 | 241 | 0.05% | 0.06% | 153 | -300 | -4.66% | Q2 2026 | Jul 09, 2026 |
| Cetera Investment Advisers | History | Added to | 6,105 | 240 | 0.0% | 0.0% | 154 | +13 | 0.21% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 6,011 | 236 | 0.0% | 0.0% | 155 | -3,767 | -38.53% | Q2 2026 | Jul 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 5,983 | 235 | 0.0% | 0.0% | 156 | -5,769 | -49.09% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,524 | 217 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 5,249 | 206 | 0.0% | — | 158 | +5,249 | New | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | Added to | 4,979 | 195 | 0.0% | 0.0% | 159 | +19 | 0.38% | Q2 2026 | Jul 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,389 | 172 | 0.0% | 0.0% | 160 | +271 | 6.58% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,128 | 163 | 0.0% | 0.0% | 161 | +56 | 1.38% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 4,467 | 163 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,931 | 154 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,990 | 117 | 0.0% | 0.0% | 164 | +43 | 1.46% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 2,985 | 117 | 0.01% | 0.01% | 165 | +15 | 0.51% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 2,155 | 84 | 0.03% | — | 166 | +2,155 | New | Q2 2026 | Aug 13, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 2,079 | 81 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,930 | 75 | 0.0% | 0.0% | 168 | -44,579 | -95.85% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,862 | 73 | 0.0% | 0.0% | 169 | +125 | 7.2% | Q2 2026 | Jul 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,569 | 61 | 0.0% | 0.0% | 170 | +1,101 | 235.26% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,474 | 57 | 0.0% | 0.0% | 171 | -420 | -22.18% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,292 | 50 | 0.0% | 0.0% | 172 | +1,236 | 2207.14% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,077 | 42 | 0.0% | 0.0% | 173 | -17,641 | -94.25% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Reduced | 968 | 38 | 0.0% | 0.0% | 174 | -21,632 | -95.72% | Q2 2026 | Jul 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 949 | 37 | 0.0% | 0.0% | 175 | -588 | -38.26% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 814 | 31 | 0.0% | — | 177 | +814 | New | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 798 | 31 | 0.0% | 0.0% | 176 | +24 | 3.1% | Q2 2026 | Aug 07, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 788 | 30 | 0.0% | — | 178 | +788 | New | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 700 | 27 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 499 | 20 | 0.0% | 0.0% | 180 | -142 | -22.15% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Added to | 410 | 16 | 0.0% | 0.0% | 181 | +211 | 106.03% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 318 | 12 | 0.0% | 0.0% | 182 | -48,191 | -99.34% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Added to | 255 | 10 | 0.0% | — | 183 | +235 | 1175.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 253 | 9 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Reduced | 212 | 8 | 0.0% | 0.0% | 185 | -18 | -7.83% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 197 | 7 | 0.0% | 0.0% | 187 | +107 | 118.89% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 202 | 7 | 0.0% | 0.0% | 189 | +37 | 22.42% | Q2 2026 | Jul 17, 2026 |
| UMB Bank, n.a. | History | Added to | 182 | 7 | 0.0% | 0.0% | 186 | +17 | 10.3% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 177 | 7 | 0.0% | 0.0% | 188 | -16 | -8.29% | Q2 2026 | Aug 13, 2026 |
| Lummis Asset Management, LP | History | No change | 200 | 7 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 173 | 6 | 0.0% | 0.0% | 191 | -632 | -78.51% | Q2 2026 | Jul 24, 2026 |
| Bare Financial Services, Inc | History | No change | 130 | 5 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 62 | 2 | 0.0% | 0.0% | 193 | -46 | -42.59% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 75 | 2 | 0.0% | 0.0% | 196 | -1 | -1.32% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 71 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 200 | -107 | -79.26% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 48 | 1 | 0.0% | 0.0% | 198 | -40 | -45.45% | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | Added to | 14 | 1 | 0.0% | — | 199 | +7 | 100.0% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 28 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -189,836 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -95,485 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -95,213 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Fortress Investment Group LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -89,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88,979 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -76,199 | -100.0% | Q2 2026 | Aug 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -69,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -48,384 | -100.0% | Q2 2026 | Jul 23, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,740 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FCA CORP /TX | History | Closed out | 0 | 0 | — | 0.4% | — | -38,876 | -100.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,716 | -100.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -37,920 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,788 | -100.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -31,419 | -100.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -30,493 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.09% | — | -27,203 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,614 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -24,735 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -24,671 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,763 | -100.0% | Q2 2026 | Aug 05, 2026 |
| GLAZER CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,479 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -16,500 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Linscomb Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -15,742 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -13,351 | -100.0% | Q2 2026 | Aug 07, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,723 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -12,425 | -100.0% | Q2 2026 | Sep 09, 2026 |
| Vanguard Investments Australia, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,715 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -10,984 | -100.0% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,387 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Odyssean, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,261 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,257 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,193 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,182 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,322 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,009 | -100.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | Closed out | 0 | 0 | — | 0.0% | — | -1,982 | -100.0% | Q2 2026 | Aug 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -536 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -126 | -84.56% | Q2 2026 | Jul 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 2 | 0 | — | — | — | -23 | -92.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 04, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Ankerstar Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| Evolution Advisers, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 31, 2026 |
| Davis Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 16, 2026 |
| Fortitude Family Office, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 20, 2026 |
| Freestone Grove Partners LP | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Torren Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |