TEJON RANCH CO - TRC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TOWERVIEW LLC | History | No change | 3,845,500 | 71,910 | 47.16% | 46.75% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 2,011,689 | 37,618 | 0.43% | 0.39% | 2 | +109,083 | 5.73% | Q2 2026 | Aug 11, 2026 |
| Nitor Capital Management LLC | History | Added to | 1,798,905 | 33,639 | 22.71% | 16.34% | 3 | +117,341 | 6.98% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,624,752 | 30,382 | 0.0% | 0.0% | 4 | +68,197 | 4.38% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,368,551 | 25,592 | 0.0% | 0.01% | 5 | -89,883 | -6.16% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,062,986 | 19,877 | 0.0% | 0.0% | 6 | +42,813 | 4.2% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 986,230 | 18,442 | 0.0% | 0.0% | 7 | +3,513 | 0.36% | Q2 2026 | Aug 13, 2026 |
| Bulldog Investors, LLP | History | Added to | 793,449 | 14,837 | 3.26% | 3.36% | 8 | +914 | 0.12% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 710,339 | 13,283 | 0.12% | 0.14% | 9 | -27,600 | -3.74% | Q2 2026 | Aug 12, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 675,425 | 12,630 | 0.73% | 0.82% | 10 | -20,000 | -2.88% | Q2 2026 | Jul 21, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 635,379 | 11,884 | 0.0% | 0.0% | 11 | +38,780 | 6.5% | Q2 2026 | Aug 12, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Added to | 514,024 | 9,612 | 1.12% | 1.09% | 12 | +1,710 | 0.33% | Q2 2026 | Jul 21, 2026 |
| STATE STREET CORP | History | Added to | 506,294 | 9,467 | 0.0% | 0.0% | 13 | +1,240 | 0.25% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 448,677 | 8,390 | 0.07% | 0.09% | 14 | +913 | 0.2% | Q2 2026 | Jul 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 368,648 | 6,893 | 0.01% | 0.01% | 15 | +19,900 | 5.71% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 313,818 | 5,868 | 0.05% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gem Investment Advisors, LLC | History | No change | 309,985 | 5,796 | 3.55% | 5.74% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 269,000 | 5,030 | 0.03% | 0.04% | 18 | -11,000 | -3.93% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 208,486 | 3,898 | 0.0% | 0.0% | 19 | +14,695 | 7.58% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 194,740 | 3,641 | 0.0% | 0.0% | 20 | +1,841 | 0.95% | Q2 2026 | Aug 14, 2026 |
| Oppenheimer & Close, LLC | History | No change | 164,766 | 3,081 | 1.94% | 1.96% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 163,692 | 3,061 | 0.0% | 0.0% | 22 | +1,817 | 1.12% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 154,658 | 2,892 | 0.0% | 0.0% | 23 | +15,109 | 10.83% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 148,130 | 2,770 | 0.0% | 0.0% | 24 | +53,132 | 55.93% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 113,871 | 2,129 | 0.0% | 0.0% | 25 | +9,865 | 9.49% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 111,182 | 2,079 | 0.0% | 0.0% | 26 | -107 | -0.1% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 110,292 | 2,062 | 0.0% | 0.0% | 27 | +4,100 | 3.86% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 99,950 | 1,869 | 0.0% | 0.0% | 28 | -4,900 | -4.67% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 97,953 | 1,831 | 0.0% | 0.0% | 29 | +45,987 | 88.49% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | Reduced | 90,257 | 1,687 | 0.4% | 0.4% | 30 | -4,740 | -4.99% | Q2 2026 | Aug 14, 2026 |
| Topline Capital Management, LLC | History | Reduced | 85,229 | 1,593 | 0.41% | 0.29% | 31 | -9,109 | -9.66% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 85,072 | 1,590 | 0.0% | 0.0% | 32 | -83,782 | -49.62% | Q2 2026 | Aug 14, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 82,253 | 1,538 | 0.1% | 0.14% | 33 | -15,519 | -15.87% | Q2 2026 | Jul 31, 2026 |
| Teton Advisors, LLC | History | Reduced | 80,900 | 1,512 | 0.87% | 1.09% | 34 | -1,100 | -1.34% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 74,763 | 1,398 | 0.0% | 0.0% | 35 | +4,490 | 6.39% | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 54,592 | 1,020 | 0.0% | 0.0% | 36 | +2,870 | 5.55% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | Added to | 53,566 | 1,001 | 0.0% | 0.0% | 37 | +6,336 | 13.42% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 49,280 | 921 | 0.0% | 0.0% | 38 | +742 | 1.53% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | Reduced | 48,573 | 908 | 0.0% | 0.0% | 39 | -51 | -0.1% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 48,053 | 898 | 0.0% | 0.0% | 40 | +590 | 1.24% | Q2 2026 | Aug 14, 2026 |
| REIK & CO., LLC | History | No change | 46,879 | 876 | 0.23% | 0.24% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Reduced | 46,019 | 860 | 0.0% | 0.0% | 42 | -2,972 | -6.07% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 43,970 | 822 | 0.0% | 0.0% | 43 | +149 | 0.34% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 34,400 | 643 | 0.0% | 0.0% | 44 | -2,200 | -6.01% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 30,298 | 567 | 0.0% | 0.0% | 45 | +929 | 3.16% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 29,263 | 547 | 0.0% | 0.0% | 46 | +3,489 | 13.54% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 27,429 | 512 | 0.0% | 0.0% | 47 | +619 | 2.31% | Q2 2026 | Aug 11, 2026 |
| Oakum Bay Capital LLC | History | No change | 24,455 | 460 | 0.25% | 0.25% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 23,322 | 439 | 0.0% | 0.0% | 49 | +1,000 | 4.48% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 21,399 | 400 | 0.23% | 0.28% | 50 | -39 | -0.18% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 21,343 | 399 | 0.0% | 0.0% | 51 | +13,557 | 174.12% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 20,815 | 389 | 0.0% | 0.0% | 52 | +4,295 | 26.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 20,556 | 384 | 0.0% | 0.0% | 53 | +695 | 3.5% | Q2 2026 | Aug 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 20,183 | 377 | 0.02% | 0.02% | 54 | +1,977 | 10.86% | Q2 2026 | Aug 03, 2026 |
| EQUITABLE TRUST CO | History | New | 20,000 | 374 | 0.02% | — | 55 | +20,000 | New | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 18,932 | 354 | 0.0% | 0.0% | 56 | +9,635 | 103.64% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | New | 18,420 | 344 | 0.0% | — | 57 | +18,420 | New | Q2 2026 | Jul 29, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,600 | 291 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | New | 15,459 | 289 | 0.05% | — | 59 | +15,459 | New | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,283 | 285 | 0.0% | 0.0% | 60 | +2,005 | 15.1% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 15,189 | 284 | 0.0% | 0.0% | 61 | +626 | 4.3% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 14,372 | 268 | 0.0% | 0.0% | 62 | +10,999 | 326.09% | Q2 2026 | Aug 06, 2026 |
| Numerai GP LLC | History | Added to | 14,063 | 262 | 0.02% | 0.03% | 63 | +657 | 4.9% | Q2 2026 | Aug 14, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 12,993 | 242 | 0.13% | 0.14% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MetLife Investment Management, LLC | History | Added to | 12,099 | 226 | 0.0% | 0.0% | 65 | +318 | 2.7% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,415 | 213 | 0.02% | — | 66 | +11,415 | New | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 10,286 | 192 | 0.01% | — | 67 | +10,286 | New | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 9,848 | 184 | 0.0% | 0.0% | 68 | -161 | -1.61% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,214 | 174 | 0.0% | 0.0% | 69 | +461 | 5.27% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 9,065 | 169 | 0.0% | 0.0% | 70 | -2,536 | -21.86% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 8,098 | 151 | 0.0% | 0.0% | 71 | +7,233 | 836.18% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,277 | 117 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,756 | 108 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 5,505 | 104 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,387 | 100 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STRS OHIO | History | No change | 4,100 | 76 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quent Capital, LLC | History | No change | 3,851 | 72 | 0.0% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | No change | 3,435 | 64 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BARCLAYS PLC | History | Reduced | 3,369 | 63 | 0.0% | 0.0% | 79 | -603 | -15.18% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,108 | 58 | 0.0% | 0.0% | 80 | -1,484 | -32.32% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 2,142 | 40 | 0.0% | 0.0% | 81 | +346 | 19.27% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,071 | 38 | 0.0% | 0.0% | 82 | -2 | -0.1% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,066 | 38 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,958 | 36 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,321 | 24 | 0.0% | 0.0% | 86 | -974 | -42.44% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,328 | 24 | 0.0% | 0.0% | 85 | -300 | -18.43% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,000 | 19 | 0.0% | 0.0% | 87 | +448 | 81.16% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 931 | 17 | 0.0% | 0.0% | 88 | +24 | 2.65% | Q2 2026 | Jul 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 903 | 16 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 872 | 16 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 852 | 15 | 0.0% | 0.0% | 91 | +599 | 236.76% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 700 | 13 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 689 | 12 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 500 | 9 | 0.0% | 0.0% | 94 | -200 | -28.57% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 433 | 8 | 0.0% | 0.0% | 95 | -264 | -37.88% | Q2 2026 | Jul 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 414 | 7 | 0.0% | 0.0% | 96 | +258 | 165.38% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 402 | 7 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 400 | 7 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 295 | 5 | 0.0% | 0.0% | 99 | -843 | -74.08% | Q2 2026 | Aug 24, 2026 |
| Key FInancial Inc | History | No change | 283 | 5 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 160 | 2 | 0.0% | 0.0% | 103 | -195 | -54.93% | Q2 2026 | Jul 23, 2026 |
| SJS Investment Consulting Inc. | History | New | 123 | 2 | 0.0% | — | 107 | +123 | New | Q2 2026 | Jul 22, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 135 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cheviot Value Management, LLC | History | No change | 120 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 133 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 143 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 108 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | Reduced | 79 | 1 | 0.0% | 0.0% | 111 | -496 | -86.26% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 59 | 1 | 0.0% | — | 115 | +59 | New | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 58 | 1 | 0.0% | — | 108 | +15 | 34.88% | Q2 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 71 | 1 | 0.0% | 0.0% | 109 | -3 | -4.05% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 86 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MSRH, LLC | History | No change | 81 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 94 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -68,174 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Clayton Partners LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -20,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,497 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,627 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,980 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -347 | -100.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 52 | 0 | — | 0.0% | — | -152 | -74.51% | Q2 2026 | Aug 12, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 45 | 0 | — | 0.0% | — | -35 | -43.75% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 34 | 0 | — | 0.0% | — | -23 | -40.35% | Q2 2026 | Jul 16, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 35 | 0 | — | — | — | -17 | -32.69% | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |