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% | 47.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 2,011,689 | 37,618 | 0.43% | 0.43% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nitor Capital Management, LLC | History | Added to | 1,948,806 | 31,609 | 21.18% | 22.71% | 3 | +149,901 | 8.33% | Q3 2026 | Nov 04, 2026 |
| BlackRock, Inc. | History | No change | 1,624,752 | 30,382 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,280,586 | 20,771 | 0.0% | 0.0% | 5 | -87,965 | -6.43% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,062,986 | 19,877 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 986,230 | 18,442 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bulldog Investors, LLP | History | No change | 793,449 | 14,837 | 3.26% | 3.26% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 710,339 | 13,283 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 635,379 | 11,884 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEE DANNER & BASS INC | History | No change | 675,425 | 10,955 | 0.64% | 0.73% | 11 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| STATE STREET CORP | History | No change | 506,294 | 9,467 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Added to | 514,815 | 8,350 | 0.89% | 1.12% | 13 | +791 | 0.15% | Q3 2026 | Oct 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 449,745 | 7,294 | 0.05% | 0.07% | 14 | +1,068 | 0.24% | Q3 2026 | Oct 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 368,648 | 6,893 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 313,818 | 5,868 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gem Investment Advisors, LLC | History | No change | 309,985 | 5,796 | 3.55% | 3.55% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GABELLI FUNDS LLC | History | No change | 269,000 | 5,030 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 208,486 | 3,898 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 194,740 | 3,641 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oppenheimer & Close, LLC | History | No change | 164,766 | 3,081 | 1.94% | 1.94% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 163,692 | 3,061 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 154,658 | 2,892 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 148,130 | 2,770 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 113,871 | 2,129 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 131,095 | 2,126 | 0.0% | 0.0% | 26 | +82,522 | 169.89% | Q3 2026 | Nov 02, 2026 |
| Neuberger Berman Group LLC | History | No change | 111,182 | 2,079 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 110,292 | 2,062 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 99,950 | 1,869 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 97,953 | 1,831 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | No change | 90,257 | 1,687 | 0.4% | 0.4% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Topline Capital Management, LLC | History | No change | 85,229 | 1,593 | 0.41% | 0.41% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 85,072 | 1,590 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Teton Advisors, LLC | History | No change | 80,900 | 1,512 | 0.87% | 0.87% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 74,763 | 1,398 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 77,253 | 1,253 | 0.09% | 0.1% | 36 | -5,000 | -6.08% | Q3 2026 | Nov 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 54,592 | 1,020 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 53,566 | 1,001 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 49,280 | 921 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 48,053 | 898 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 46,019 | 860 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 43,970 | 822 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 34,400 | 643 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 30,298 | 567 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REIK & CO., LLC | History | Reduced | 34,526 | 560 | 0.16% | 0.23% | 45 | -12,353 | -26.35% | Q3 2026 | Oct 27, 2026 |
| Invesco Ltd. | History | No change | 29,263 | 547 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 27,429 | 512 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,322 | 439 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 20,815 | 389 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 20,556 | 384 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 20,183 | 377 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Covestor Ltd | History | Added to | 22,519 | 365 | 0.23% | 0.23% | 52 | +1,120 | 5.23% | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 18,932 | 354 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 20,000 | 324 | 0.01% | 0.02% | 54 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,600 | 291 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | No change | 15,459 | 289 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 15,283 | 285 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 15,189 | 284 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 17,175 | 278 | 0.0% | 0.0% | 59 | -4,168 | -19.53% | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 14,372 | 268 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Numerai GP LLC | History | No change | 14,063 | 262 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 12,993 | 242 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 14,220 | 230 | 0.0% | — | 63 | +14,220 | New | Q3 2026 | Oct 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 12,099 | 226 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 11,415 | 213 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | New | 12,353 | 200 | 0.01% | — | 66 | +12,353 | New | Q3 2026 | Oct 21, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 10,286 | 192 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 9,848 | 184 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,214 | 174 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,065 | 169 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 8,098 | 151 | 0.0% | 0.0% | 71 | 0 | 0.0% | 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 | Added to | 5,800 | 94 | 0.0% | 0.0% | 76 | +1,700 | 41.46% | Q3 2026 | Oct 30, 2026 |
| Quent Capital, LLC | History | No change | 3,851 | 72 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 3,369 | 63 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,108 | 58 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 2,142 | 40 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 2,071 | 38 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,066 | 38 | 0.0% | 0.0% | 82 | 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% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,889 | 30 | 0.0% | 0.01% | 84 | -1,546 | -45.01% | Q3 2026 | Oct 01, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,321 | 24 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,446 | 23 | 0.0% | 0.0% | 86 | +515 | 55.32% | Q3 2026 | Oct 08, 2026 |
| State of Alaska, Department of Revenue | History | New | 1,189 | 19 | 0.0% | — | 89 | +1,189 | New | Q3 2026 | Oct 15, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,178 | 19 | 0.0% | 0.0% | 87 | -150 | -11.3% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,000 | 19 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 903 | 16 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 872 | 16 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 852 | 15 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 700 | 13 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 643 | 10 | 0.0% | 0.0% | 94 | +483 | 301.88% | Q3 2026 | Oct 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 596 | 9 | 0.0% | — | 96 | +596 | New | Q3 2026 | Oct 27, 2026 |
| GROUP ONE TRADING LLC | History | No change | 500 | 9 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 414 | 7 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 402 | 7 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 423 | 6 | 0.0% | 0.0% | 100 | -10 | -2.31% | Q3 2026 | Oct 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 400 | 6 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 295 | 5 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 303 | 4 | 0.0% | — | 103 | +303 | New | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | New | 254 | 4 | 0.0% | — | 104 | +254 | New | Q3 2026 | Oct 27, 2026 |
| Key FInancial Inc | History | No change | 283 | 4 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 201 | 3 | 0.0% | 0.0% | 105 | +134 | 200.0% | Q3 2026 | Nov 03, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 161 | 2 | 0.0% | — | 111 | +161 | New | Q3 2026 | Oct 16, 2026 |
| Fortitude Family Office, LLC | History | New | 144 | 2 | 0.0% | — | 110 | +144 | New | Q3 2026 | Oct 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 135 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cheviot Value Management, LLC | History | No change | 120 | 2 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 133 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 143 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Reduced | 71 | 1 | 0.0% | 0.0% | 116 | -37 | -34.26% | Q3 2026 | Nov 04, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 103 | 1 | 0.0% | 0.0% | 115 | -20 | -16.26% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 71 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 86 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 79 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 94 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,420 | -100.0% | Q3 2026 | Nov 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 47 | 0 | — | — | — | +46 | 4600.0% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 11 | 0 | — | — | — | -24 | -68.57% | Q3 2026 | Nov 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 21 | 0 | — | — | — | +20 | 2000.0% | Q3 2026 | Oct 29, 2026 |
| James T. Borello RIA | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 7 | 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% | Q3 2026 | Oct 15, 2026 |
| Optiver Holding B.V. | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accordant Advisory Group Inc | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 59 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Essential Partners LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |