TOOTSIE ROLL INDUSTRIES INC - TR
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 | 2,133,246 | 84,369 | 0.0% | 0.0% | 1 | -895,290 | -29.56% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,168,746 | 46,223 | 0.01% | 0.01% | 2 | +16,032 | 1.39% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 1,155,359 | 45,694 | 0.0% | 0.0% | 3 | -135,231 | -10.48% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 792,110 | 31,327 | 0.0% | 0.0% | 4 | -5,988 | -0.75% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Reduced | 484,035 | 19,199 | 0.0% | 0.0% | 5 | -293,321 | -37.73% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 471,926 | 18,664 | 0.03% | 0.03% | 6 | +18,134 | 4.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 443,267 | 17,531 | 0.01% | 0.0% | 7 | +342,684 | 340.7% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 356,853 | 14,117 | 0.0% | 0.0% | 8 | -208,134 | -36.84% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 297,050 | 11,748 | 0.01% | 0.01% | 9 | +71,262 | 31.56% | Q2 2026 | Aug 14, 2026 |
| HFR Wealth Management, LLC | History | Added to | 295,263 | 11,677 | 2.85% | 3.04% | 10 | +5,554 | 1.92% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | Reduced | 247,952 | 9,806 | 0.0% | 0.0% | 11 | -9,825 | -3.81% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 225,986 | 8,937 | 0.0% | 0.0% | 12 | +200,998 | 804.38% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 198,899 | 7,867 | 0.01% | 0.01% | 13 | -135 | -0.07% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 196,360 | 7,766 | 0.0% | 0.0% | 14 | -8,883 | -4.33% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 195,426 | 7,729 | 0.01% | — | 15 | +195,426 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 193,162 | 7,639 | 0.0% | 0.0% | 16 | -5,249 | -2.65% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | Reduced | 180,100 | 7,122 | 0.63% | 0.73% | 17 | -282 | -0.16% | Q2 2026 | Jul 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 179,119 | 7,084 | 0.0% | 0.0% | 18 | +94,531 | 111.75% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 155,952 | 6,167 | 0.0% | 0.0% | 19 | +60,422 | 63.25% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 153,717 | 6,079 | 0.0% | 0.0% | 20 | -33,904 | -18.07% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 143,811 | 5,687 | 0.0% | 0.0% | 21 | -36,916 | -20.43% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 131,322 | 5,193 | 0.0% | 0.0% | 22 | +43,280 | 49.16% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 123,960 | 4,902 | 0.0% | 0.0% | 23 | -14,028 | -10.17% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 118,597 | 4,690 | 0.0% | 0.0% | 24 | +104,109 | 718.59% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 114,850 | 4,542 | 0.0% | 0.0% | 25 | -95,391 | -45.37% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 107,572 | 4,254 | 0.01% | 0.0% | 26 | +69,751 | 184.42% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 106,255 | 4,202 | 0.0% | 0.0% | 27 | -916 | -0.85% | Q2 2026 | Aug 04, 2026 |
| GABELLI FUNDS LLC | History | No change | 99,395 | 3,931 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 90,957 | 3,597 | 0.0% | 0.0% | 29 | +60,978 | 203.4% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 89,062 | 3,522 | 0.0% | 0.0% | 30 | -54,560 | -37.99% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 86,035 | 3,402 | 0.0% | — | 31 | +86,035 | New | Q2 2026 | Aug 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 84,000 | 3,322 | 0.77% | 0.6% | 32 | +19,110 | 29.45% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | Added to | 76,171 | 3,012 | 0.0% | 0.0% | 33 | +21,486 | 39.29% | Q2 2026 | Aug 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 72,249 | 2,857 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 71,895 | 2,843 | 0.0% | — | 35 | +71,895 | New | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 69,427 | 2,745 | 0.01% | 0.01% | 36 | -2,961 | -4.09% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | New | 67,484 | 2,668 | 0.03% | — | 37 | +67,484 | New | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | New | 64,330 | 2,544 | 0.0% | — | 38 | +64,330 | New | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 62,011 | 2,452 | 0.16% | 0.07% | 39 | +37,424 | 152.21% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 54,502 | 2,155 | 0.01% | 0.02% | 40 | +783 | 1.46% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,728 | 1,966 | 0.0% | 0.0% | 41 | +24,411 | 96.42% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 45,577 | 1,802 | 0.0% | 0.0% | 42 | +4,960 | 12.21% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 44,269 | 1,750 | 0.0% | 0.0% | 43 | +35,496 | 404.61% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 42,523 | 1,681 | 0.0% | 0.0% | 44 | -681 | -1.58% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Reduced | 41,347 | 1,635 | 0.0% | 0.0% | 45 | -4,047 | -8.92% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 37,662 | 1,489 | 0.02% | 0.01% | 46 | +25,293 | 204.49% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | New | 37,593 | 1,486 | 0.01% | — | 47 | +37,593 | New | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 33,055 | 1,412 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 34,359 | 1,359 | 0.0% | 0.0% | 49 | -290 | -0.84% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 33,611 | 1,329 | 0.0% | 0.0% | 50 | -4,600 | -12.04% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | Added to | 33,000 | 1,305 | 0.01% | 0.0% | 51 | +27,948 | 553.21% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 32,309 | 1,278 | 0.0% | 0.0% | 52 | +544 | 1.71% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 31,361 | 1,243 | 0.03% | 0.04% | 53 | +896 | 2.94% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | Added to | 30,117 | 1,191 | 0.0% | 0.0% | 54 | +27,365 | 994.37% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,031 | 1,187 | 0.0% | 0.0% | 55 | +2,727 | 9.99% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 27,877 | 1,102 | 0.0% | — | 56 | +27,877 | New | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 27,775 | 1,098 | 0.25% | 0.38% | 57 | -7,731 | -21.77% | Q2 2026 | Sep 02, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 26,275 | 1,039 | 0.0% | 0.0% | 58 | -22,081 | -45.66% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 25,957 | 1,026 | 0.0% | 0.0% | 59 | +267 | 1.04% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 25,902 | 1,024 | 0.0% | 0.0% | 60 | +15,043 | 138.53% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 25,804 | 1,021 | 0.06% | 0.02% | 61 | +16,967 | 192.0% | Q2 2026 | Aug 06, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 24,721 | 977 | 0.01% | 0.01% | 62 | +1,182 | 5.02% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 24,061 | 951 | 0.0% | 0.0% | 63 | -7,386 | -23.49% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 23,324 | 922 | 0.02% | 0.02% | 64 | +7,489 | 47.29% | Q2 2026 | Aug 13, 2026 |
| Weiss Asset Management LP | History | New | 22,400 | 885 | 0.01% | — | 65 | +22,400 | New | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 20,994 | 830 | 0.18% | — | 66 | +20,994 | New | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 19,903 | 787 | 0.0% | 0.0% | 67 | -1,892 | -8.68% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,829 | 744 | 0.0% | 0.0% | 68 | +42 | 0.22% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 17,860 | 706 | 0.0% | 0.0% | 69 | +11,463 | 179.19% | Q2 2026 | Aug 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 17,723 | 700 | 0.0% | 0.0% | 70 | -2,808 | -13.68% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 17,394 | 687 | 0.0% | 0.0% | 71 | -91 | -0.52% | Q2 2026 | Aug 24, 2026 |
| XTX Topco Ltd | History | New | 16,757 | 662 | 0.01% | — | 72 | +16,757 | New | Q2 2026 | Aug 14, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 16,536 | 653 | 0.25% | 0.29% | 74 | +1,980 | 13.6% | Q2 2026 | Aug 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 16,548 | 653 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 16,461 | 651 | 0.07% | 0.08% | 75 | -1,383 | -7.75% | Q2 2026 | Aug 07, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 15,932 | 630 | 0.04% | 0.05% | 76 | +1,750 | 12.34% | Q2 2026 | Aug 12, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 15,891 | 628 | 0.02% | 0.02% | 77 | -1 | -0.01% | Q2 2026 | Jul 14, 2026 |
| LPL Financial LLC | History | Added to | 14,481 | 572 | 0.0% | 0.0% | 78 | +530 | 3.8% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 14,311 | 566 | 0.0% | 0.0% | 79 | +3,254 | 29.43% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 13,018 | 543 | 0.0% | 0.0% | 80 | -44,153 | -77.23% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,504 | 534 | 0.0% | 0.0% | 81 | +5,274 | 64.08% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 13,294 | 526 | 0.0% | 0.0% | 82 | -220 | -1.63% | Q2 2026 | Aug 14, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 13,231 | 523 | 0.06% | 0.08% | 84 | -1,782 | -11.87% | Q2 2026 | Aug 11, 2026 |
| REIK & CO., LLC | History | No change | 13,246 | 523 | 0.14% | 0.16% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 12,990 | 512 | 0.01% | 0.01% | 85 | -3,327 | -20.39% | Q2 2026 | Jul 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 12,828 | 507 | 0.0% | — | 86 | +12,828 | New | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | New | 12,698 | 502 | 0.05% | — | 87 | +12,698 | New | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 11,779 | 466 | 0.0% | 0.0% | 88 | +11,779 | New | Q2 2026 | Jul 23, 2026 |
| Graham Capital Management, L.P. | History | Added to | 11,672 | 461 | 0.01% | 0.01% | 89 | +74 | 0.64% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,312 | 447 | 0.0% | 0.0% | 90 | -4,160 | -26.89% | Q2 2026 | Aug 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 11,193 | 443 | 0.0% | 0.0% | 91 | -13,332 | -54.36% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Reduced | 11,009 | 435 | 0.0% | 0.0% | 93 | -1,324 | -10.74% | Q2 2026 | Aug 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 11,003 | 435 | 0.0% | 0.0% | 92 | +319 | 2.99% | Q2 2026 | Aug 14, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 10,950 | 433 | 0.05% | 0.05% | 94 | +317 | 2.98% | Q2 2026 | Jul 15, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 10,609 | 419 | 0.26% | 0.38% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 10,024 | 396 | 0.0% | — | 96 | +10,024 | New | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 9,837 | 389 | 0.0% | 0.01% | 98 | -244 | -2.42% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 9,843 | 389 | 0.01% | 0.01% | 97 | -39 | -0.39% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | Added to | 9,426 | 372 | 0.01% | 0.0% | 99 | +7,007 | 289.67% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,240 | 365 | 0.0% | 0.01% | 100 | +267 | 2.98% | Q2 2026 | Jul 22, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 8,900 | 351 | 0.01% | 0.01% | 101 | -99 | -1.1% | Q2 2026 | Jul 21, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 8,079 | 345 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Rodgers Brothers Inc. | History | Added to | 8,683 | 343 | 0.03% | 0.04% | 103 | +277 | 3.3% | Q2 2026 | Aug 05, 2026 |
| Fieldview Capital Management, LLC | History | New | 8,127 | 321 | 0.09% | — | 105 | +8,127 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,124 | 321 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 8,079 | 319 | 0.0% | — | 106 | +8,079 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,037 | 318 | 0.0% | 0.0% | 107 | +2,903 | 56.54% | Q2 2026 | Aug 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 7,412 | 293 | 0.0% | 0.0% | 108 | +215 | 2.99% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,359 | 291 | 0.0% | 0.0% | 109 | +256 | 3.6% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,282 | 288 | 0.0% | — | 110 | +7,282 | New | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | Added to | 7,063 | 279 | 0.01% | 0.01% | 111 | +204 | 2.97% | Q2 2026 | Jul 23, 2026 |
| ALGERT GLOBAL LLC | History | New | 6,880 | 272 | 0.0% | — | 112 | +6,880 | New | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 6,773 | 268 | 0.0% | 0.0% | 113 | +399 | 6.26% | Q2 2026 | Jul 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,677 | 264 | 0.01% | 0.0% | 114 | +5,243 | 365.62% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,586 | 260 | 0.0% | 0.0% | 115 | -1,921 | -22.58% | Q2 2026 | Aug 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 6,364 | 251 | 0.0% | 0.0% | 116 | +184 | 2.98% | Q2 2026 | Jul 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 6,274 | 248 | 0.0% | 0.0% | 117 | +1,056 | 20.24% | Q2 2026 | Aug 03, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 6,200 | 245 | 0.01% | — | 119 | +6,200 | New | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,219 | 245 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Semanteon Capital Management, LP | History | New | 6,170 | 244 | 1.1% | — | 120 | +6,170 | New | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 6,076 | 240 | 0.0% | — | 122 | +6,076 | New | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 6,069 | 240 | 0.0% | — | 121 | +6,069 | New | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,015 | 238 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 5,963 | 236 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Procyon Advisors, LLC | History | New | 5,586 | 220 | 0.01% | — | 125 | +5,586 | New | Q2 2026 | Jul 09, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 5,534 | 218 | 0.06% | — | 126 | +5,534 | New | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 5,423 | 214 | 0.0% | 0.0% | 127 | -983 | -15.34% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,256 | 208 | 0.0% | 0.0% | 128 | +215 | 4.27% | Q2 2026 | Jul 27, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 5,123 | 202 | 0.0% | 0.0% | 129 | -950 | -15.64% | Q2 2026 | Aug 14, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 5,114 | 202 | 0.14% | 0.16% | 130 | -1 | -0.02% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,082 | 201 | 0.0% | — | 131 | +5,082 | New | Q2 2026 | Aug 19, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 4,997 | 198 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,910 | 194 | 0.0% | 0.0% | 133 | -148 | -2.93% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 4,648 | 183 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pacer Advisors, Inc. | History | Added to | 4,594 | 182 | 0.0% | — | 135 | +4,593 | 459300.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 4,549 | 179 | 0.01% | 0.01% | 136 | +339 | 8.05% | Q2 2026 | Jul 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,378 | 173 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient IA LP | History | Added to | 4,239 | 167 | 0.15% | 0.16% | 138 | +123 | 2.99% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,202 | 166 | 0.0% | 0.0% | 139 | -260 | -5.83% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,181 | 165 | 0.0% | 0.0% | 140 | +572 | 15.85% | Q2 2026 | Aug 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 4,112 | 162 | 0.0% | 0.0% | 141 | -2 | -0.05% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 3,930 | 155 | 0.0% | 0.0% | 142 | -2 | -0.05% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 3,426 | 135 | 0.01% | 0.01% | 143 | +98 | 2.94% | Q2 2026 | Jul 28, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,268 | 129 | 0.0% | 0.0% | 144 | -15,464 | -82.55% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO | History | Added to | 2,805 | 107 | 0.0% | 0.0% | 145 | +75 | 2.75% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,340 | 92 | 0.0% | 0.0% | 146 | -603 | -20.49% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,147 | 84 | 0.0% | 0.0% | 147 | +51 | 2.43% | Q2 2026 | Jul 23, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,966 | 77 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| State of Wyoming | History | New | 1,905 | 75 | 0.01% | — | 149 | +1,905 | New | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 1,783 | 70 | 0.0% | 0.0% | 150 | +377 | 26.81% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 1,276 | 54 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,315 | 52 | 0.0% | 0.0% | 153 | -3,129 | -70.41% | Q2 2026 | Aug 13, 2026 |
| BLACKHILL CAPITAL INC | History | Added to | 1,317 | 52 | 0.0% | 0.0% | 152 | +38 | 2.97% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,201 | 47 | 0.0% | 0.0% | 154 | -1 | -0.08% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 992 | 39 | 0.0% | 0.0% | 155 | +52 | 5.53% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 944 | 37 | 0.0% | 0.0% | 156 | +823 | 680.17% | Q2 2026 | Jul 02, 2026 |
| SIMPLEX TRADING, LLC | History | New | 922 | 36 | 0.0% | — | 157 | +922 | New | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 885 | 35 | 0.0% | 0.0% | 159 | +279 | 46.04% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 888 | 35 | 0.0% | 0.0% | 158 | +30 | 3.5% | Q2 2026 | Aug 07, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 880 | 34 | 0.01% | 0.01% | 160 | +24 | 2.8% | Q2 2026 | Aug 12, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 846 | 33 | 0.02% | 0.03% | 161 | -1 | -0.12% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 829 | 32 | 0.0% | 0.0% | 162 | -129 | -13.47% | Q2 2026 | Jul 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 800 | 31 | 0.0% | 0.0% | 163 | +454 | 131.21% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 734 | 29 | 0.0% | 0.0% | 165 | -204 | -21.75% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 742 | 29 | 0.0% | 0.0% | 164 | +20 | 2.77% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 713 | 28 | 0.0% | 0.0% | 166 | +21 | 3.03% | Q2 2026 | Jul 28, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 700 | 27 | 0.01% | — | 167 | +698 | 34900.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 665 | 26 | 0.0% | 0.0% | 168 | -8 | -1.19% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 605 | 23 | 0.0% | 0.0% | 169 | +488 | 417.09% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 560 | 22 | 0.0% | — | 170 | +560 | New | Q2 2026 | Aug 06, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 545 | 21 | 0.02% | 0.02% | 172 | +15 | 2.83% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 512 | 21 | 0.0% | 0.0% | 171 | -5 | -0.97% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | New | 453 | 17 | 0.0% | — | 173 | +453 | New | Q2 2026 | Sep 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 381 | 16 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 393 | 15 | 0.0% | 0.0% | 175 | -237 | -37.62% | Q2 2026 | Jul 27, 2026 |
| Asset Planning,Inc | History | Added to | 390 | 15 | 0.01% | 0.01% | 176 | +11 | 2.9% | Q2 2026 | Jul 27, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 293 | 11 | 0.0% | — | 177 | +293 | New | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | Added to | 244 | 9 | 0.0% | 0.0% | 178 | +37 | 17.87% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | New | 204 | 8 | 0.0% | — | 182 | +204 | New | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 221 | 8 | 0.0% | 0.0% | 179 | -91 | -29.17% | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 220 | 8 | 0.0% | 0.0% | 180 | +6 | 2.8% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 226 | 8 | 0.0% | 0.0% | 181 | +6 | 2.73% | Q2 2026 | Jul 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 190 | 7 | 0.0% | 0.0% | 183 | +4 | 2.15% | Q2 2026 | Jul 22, 2026 |
| VIMA LLC | History | New | 174 | 6 | 0.01% | — | 185 | +174 | New | Q2 2026 | Jul 24, 2026 |
| UMB Bank, n.a. | History | Reduced | 160 | 6 | 0.0% | 0.0% | 184 | -50 | -23.81% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 116 | 5 | 0.0% | 0.0% | 186 | -1 | -0.85% | Q2 2026 | Jul 16, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 123 | 4 | 0.0% | 0.0% | 188 | +38 | 44.71% | Q2 2026 | Aug 07, 2026 |
| Smithfield Trust Co | History | Added to | 122 | 4 | 0.0% | 0.0% | 187 | +2 | 1.67% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | New | 90 | 3 | 0.0% | — | 190 | +90 | New | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Reduced | 90 | 3 | 0.0% | 0.0% | 189 | -26 | -22.41% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 60 | 2 | 0.0% | — | 196 | +50 | 500.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 56 | 2 | 0.0% | 0.0% | 192 | +14 | 33.33% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | Added to | 59 | 2 | 0.0% | 0.0% | 194 | +3 | 5.36% | Q2 2026 | Aug 07, 2026 |
| Costello Asset Management, INC | History | Added to | 75 | 2 | 0.0% | 0.0% | 193 | +2 | 2.74% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 52 | 2 | 0.0% | 0.0% | 191 | -1 | -1.89% | Q2 2026 | Jul 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 53 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 33 | 1 | 0.0% | 0.0% | 199 | -58 | -63.74% | Q2 2026 | Jul 20, 2026 |
| Optiver Holding B.V. | History | New | 44 | 1 | 0.0% | — | 203 | +44 | New | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 36 | 1 | 0.0% | — | 202 | +36 | New | Q2 2026 | Aug 04, 2026 |
| TRUST CO OF VERMONT | History | New | 29 | 1 | 0.0% | — | 201 | +29 | New | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | Added to | 24 | 1 | 0.0% | 0.0% | 198 | +7 | 41.18% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 38 | 1 | 0.0% | 0.0% | 200 | +1 | 2.7% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -348,348 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -152,332 | -100.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -26,118 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,072 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,825 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,890 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -9,133 | -100.0% | Q2 2026 | Sep 09, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,961 | -100.0% | Q2 2026 | Jul 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,745 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,224 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,018 | -100.0% | Q2 2026 | Aug 10, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -5,781 | -100.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -5,768 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,609 | -100.0% | Q2 2026 | Aug 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,386 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -5,323 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -5,045 | -100.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,005 | -100.0% | Q2 2026 | Jul 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,990 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,693 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,559 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,402 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -966 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -782 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -720 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q2 2026 | Jul 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 21 | 0 | — | 0.0% | — | -46 | -68.66% | Q2 2026 | Jul 02, 2026 |
| Sachetta, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -31 | -65.96% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 26 | 0 | — | — | — | +26 | New | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 06, 2026 |
| Creative Capital Management Investments LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 24, 2026 |
| Bare Financial Services, Inc | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Jul 27, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 25 | 0 | — | 0.0% | — | -8 | -24.24% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q2 2026 | Aug 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | Reduced | 12 | 0 | — | — | — | -3 | -20.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 22 | 0 | — | 0.0% | — | -2 | -8.33% | Q2 2026 | Aug 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q2 2026 | Jul 24, 2026 |
| Navigoe, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 31, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | Reduced | 18 | 0 | — | — | — | -1 | -5.26% | Q2 2026 | Aug 06, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| DecisionPoint Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 05, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |