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 | 72,449 | 46.75% | 43.95% | 1 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 1,902,606 | 35,845 | 0.39% | 0.41% | 2 | -9,967 | -0.52% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,138,336 | 33,721 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 1,556,555 | 29,325 | 0.0% | 0.0% | 4 | -33,612 | -2.11% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,458,434 | 27,477 | 0.01% | 0.01% | 5 | -94,782 | -6.1% | Q1 2026 | May 07, 2026 |
| Nitor Capital Management LLC | History | Added to | 1,681,564 | 21,227 | 16.34% | 18.88% | 6 | +335,508 | 24.93% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,020,173 | 19,220 | 0.0% | — | 7 | +1,020,173 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 982,717 | 18,514 | 0.0% | — | 8 | +982,717 | New | Q1 2026 | May 15, 2026 |
| Bulldog Investors, LLP | History | Added to | 792,535 | 14,931 | 3.36% | 2.78% | 9 | +1,043 | 0.13% | Q1 2026 | May 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 737,939 | 13,902 | 0.14% | 0.11% | 10 | +5,113 | 0.7% | Q1 2026 | May 14, 2026 |
| LEE DANNER & BASS INC | History | Added to | 695,425 | 13,101 | 0.82% | 0.06% | 11 | +637,925 | 1109.43% | Q1 2026 | Apr 28, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 596,599 | 11,242 | 0.0% | 0.0% | 12 | +12,157 | 2.08% | Q1 2026 | May 15, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Added to | 512,314 | 9,651 | 1.09% | 1.04% | 13 | +17,513 | 3.54% | Q1 2026 | Apr 21, 2026 |
| STATE STREET CORP | History | Added to | 505,054 | 9,515 | 0.0% | 0.0% | 14 | +6,320 | 1.27% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 447,764 | 8,435 | 0.09% | 0.08% | 15 | +1,169 | 0.26% | Q1 2026 | Apr 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 348,748 | 6,570 | 0.01% | 0.01% | 16 | +15,922 | 4.78% | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 313,818 | 5,912 | 0.06% | 0.05% | 17 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gem Investment Advisors, LLC | History | No change | 309,985 | 5,840 | 5.74% | 4.63% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | Added to | 280,000 | 5,275 | 0.04% | 0.03% | 19 | +17,000 | 6.46% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 193,791 | 3,651 | 0.0% | 0.0% | 20 | +7,470 | 4.01% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 192,899 | 3,634 | 0.0% | 0.0% | 21 | -1,478 | -0.76% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 168,854 | 3,181 | 0.0% | 0.0% | 22 | +83,921 | 98.81% | Q1 2026 | May 13, 2026 |
| Oppenheimer & Close, LLC | History | Added to | 164,766 | 3,104 | 1.96% | 1.52% | 23 | +23,085 | 16.29% | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 161,875 | 3,049 | 0.0% | — | 24 | +161,875 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 139,549 | 2,629 | 0.0% | 0.0% | 25 | +9,999 | 7.72% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 111,289 | 2,096 | 0.0% | 0.0% | 26 | +333 | 0.3% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | New | 106,192 | 2,000 | 0.0% | — | 27 | +106,192 | New | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 104,850 | 1,975 | 0.0% | 0.0% | 28 | +2,700 | 2.64% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 104,006 | 1,959 | 0.0% | 0.0% | 29 | +34,547 | 49.74% | Q1 2026 | May 15, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 97,772 | 1,842 | 0.14% | 0.14% | 30 | -4,000 | -3.93% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 94,998 | 1,789 | 0.0% | 0.0% | 31 | +26,526 | 38.74% | Q1 2026 | May 15, 2026 |
| Almitas Capital LLC | History | Added to | 94,997 | 1,789 | 0.4% | 0.32% | 32 | +1,860 | 2.0% | Q1 2026 | May 15, 2026 |
| Topline Capital Management, LLC | History | Added to | 94,338 | 1,777 | 0.29% | 0.11% | 33 | +14,065 | 17.52% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 108,992 | 1,718 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Teton Advisors, LLC | History | No change | 82,000 | 1,544 | 1.09% | 0.9% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 70,273 | 1,323 | 0.0% | 0.0% | 36 | -3,011 | -4.11% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | New | 68,174 | 1,284 | 0.0% | — | 37 | +68,174 | New | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 51,966 | 979 | 0.0% | 0.0% | 38 | +6,518 | 14.34% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 51,722 | 974 | 0.0% | 0.0% | 39 | -5,926 | -10.28% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 48,991 | 922 | 0.0% | 0.0% | 40 | -20,799 | -29.8% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 48,624 | 916 | 0.0% | 0.0% | 41 | -9,045 | -15.68% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 48,538 | 914 | 0.0% | 0.0% | 42 | +32,305 | 199.01% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 47,463 | 894 | 0.0% | 0.0% | 43 | +13,343 | 39.11% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 47,230 | 889 | 0.0% | 0.0% | 44 | -6,629 | -12.31% | Q1 2026 | Apr 30, 2026 |
| REIK & CO., LLC | History | No change | 46,879 | 883 | 0.24% | 0.2% | 45 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 43,821 | 825 | 0.0% | — | 46 | +43,821 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,600 | 689 | 0.0% | 0.0% | 47 | +1,100 | 3.1% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 29,369 | 554 | 0.0% | 0.0% | 48 | -2,298 | -7.26% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 26,810 | 505 | 0.0% | 0.0% | 49 | -1,981 | -6.88% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 25,774 | 485 | 0.0% | 0.0% | 50 | -1,056 | -3.94% | Q1 2026 | May 12, 2026 |
| Oakum Bay Capital LLC | History | New | 24,455 | 460 | 0.25% | — | 51 | +24,455 | New | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Added to | 21,438 | 404 | 0.28% | 0.18% | 52 | +39 | 0.18% | Q1 2026 | May 05, 2026 |
| Clayton Partners LLC | History | Added to | 20,000 | 376 | 0.27% | 0.2% | 53 | +2,291 | 12.94% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 19,861 | 374 | 0.0% | 0.0% | 54 | +5,751 | 40.76% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 19,497 | 367 | 0.0% | 0.0% | 55 | +7,897 | 68.08% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 22,322 | 352 | 0.0% | 0.0% | 56 | +1,300 | 6.18% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 18,206 | 343 | 0.02% | 0.01% | 57 | +7,233 | 65.92% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 16,520 | 311 | 0.0% | 0.0% | 58 | -2,200 | -11.75% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,600 | 293 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 14,627 | 275 | 0.0% | — | 60 | +14,627 | New | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 14,563 | 274 | 0.0% | — | 61 | +14,563 | New | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 13,980 | 263 | 0.0% | 0.0% | 62 | -10,665 | -43.27% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 13,406 | 252 | 0.03% | — | 63 | +13,406 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,278 | 250 | 0.0% | 0.0% | 64 | +1,308 | 10.93% | Q1 2026 | May 15, 2026 |
| Arbiter Partners Capital Management LLC | History | Reduced | 12,993 | 244 | 0.14% | 0.11% | 65 | -749 | -5.45% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 11,781 | 221 | 0.0% | 0.0% | 66 | -166 | -1.39% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,601 | 218 | 0.0% | — | 67 | +11,601 | New | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,804 | 217 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,009 | 188 | 0.0% | 0.0% | 69 | +238 | 2.44% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,297 | 175 | 0.0% | 0.0% | 70 | -15,240 | -62.11% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,753 | 167 | 0.0% | 0.0% | 71 | +117 | 1.35% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 7,786 | 146 | 0.0% | 0.0% | 72 | -6,621 | -45.96% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,277 | 118 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,756 | 108 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 5,505 | 105 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,387 | 101 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,592 | 86 | 0.0% | 0.0% | 77 | -2,013 | -30.48% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | No change | 4,100 | 77 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Reduced | 3,972 | 74 | 0.0% | 0.0% | 79 | -28,815 | -87.89% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | No change | 3,851 | 73 | 0.01% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,435 | 64 | 0.01% | 0.0% | 81 | +1,935 | 129.0% | Q1 2026 | Apr 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,373 | 63 | 0.0% | 0.0% | 82 | +923 | 37.67% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,295 | 43 | 0.0% | 0.0% | 83 | +1,580 | 220.98% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 2,073 | 39 | 0.0% | 0.0% | 84 | +44 | 2.17% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,066 | 38 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,958 | 36 | 0.0% | 0.0% | 86 | +1,317 | 205.46% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 1,796 | 33 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,628 | 30 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,138 | 21 | 0.0% | 0.0% | 89 | -156 | -12.06% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,226 | 19 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,000 | 18 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 903 | 17 | 0.0% | — | 93 | +903 | New | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Added to | 907 | 17 | 0.0% | 0.0% | 92 | +262 | 40.62% | Q1 2026 | Apr 06, 2026 |
| FMR LLC | History | Added to | 865 | 16 | 0.0% | 0.0% | 94 | +225 | 35.16% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 872 | 16 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 981 | 15 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 697 | 13 | 0.0% | 0.01% | 98 | -21,966 | -96.92% | Q1 2026 | Apr 22, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 700 | 13 | 0.0% | 0.0% | 97 | +200 | 40.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 700 | 13 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| CWM, LLC | History | Reduced | 689 | 12 | 0.0% | 0.0% | 100 | -42 | -5.75% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 552 | 10 | 0.0% | 0.0% | 101 | -459 | -45.4% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 575 | 10 | 0.0% | 0.0% | 102 | +32 | 5.89% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 402 | 7 | 0.0% | 0.0% | 103 | -526 | -56.68% | Q1 2026 | May 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 400 | 7 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 347 | 6 | 0.0% | 0.0% | 106 | -101 | -22.54% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 355 | 6 | 0.0% | 0.0% | 105 | +24 | 7.25% | Q1 2026 | Apr 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 269 | 5 | 0.0% | — | 107 | +227 | 540.48% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 283 | 5 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 253 | 4 | 0.0% | 0.0% | 109 | +2 | 0.8% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Added to | 204 | 3 | 0.0% | 0.0% | 110 | +32 | 18.6% | Q1 2026 | Jun 02, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 135 | 2 | 0.0% | — | 115 | +135 | New | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | New | 108 | 2 | 0.0% | — | 116 | +108 | New | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 156 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | No change | 120 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 133 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | No change | 143 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 80 | 1 | 0.0% | 0.54% | 121 | -49,448 | -99.84% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 86 | 1 | 0.0% | 0.0% | 118 | -754 | -89.76% | Q1 2026 | Apr 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 57 | 1 | 0.0% | — | 120 | -6 | -9.52% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 74 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| MSRH, LLC | History | No change | 81 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 94 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,422 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -12,106 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,903 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,021 | -100.0% | Q1 2026 | May 05, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -661 | -100.0% | Q1 2026 | May 08, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -51 | -100.0% | Q1 2026 | Apr 24, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 43 | 0 | — | — | — | +43 | New | Q1 2026 | Apr 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 52 | 0 | — | 0.0% | — | -21 | -28.77% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | Reduced | 15 | 0 | — | — | — | -10 | -40.0% | Q1 2026 | May 21, 2026 |
| Advisory Services Network, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 15 | 0 | — | — | — | +1 | 7.14% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 07, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |