TPG RE Finance Trust, Inc. - TRTX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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
Long Pond Capital, LP History No change 7,029,102 58,833 5.66% 5.24% 1 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History Added to 6,497,688 54,385 0.0% 0.0% 2 +226,588 3.61% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 3,352,835 28,063 0.0% 0.0% 3 +129,803 4.03% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 3,286,960 27,511 0.03% 0.03% 4 +105,664 3.32% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund A History No change 3,149,148 26,358 11.8% 10.89% 5 0 0.0% Q2 2026 Jul 27, 2026
TPG GP A, LLC History No change 2,392,863 20,028 0.4% 0.51% 6 0 0.0% Q2 2026 Aug 14, 2026
GRATIA CAPITAL, LLC History Reduced 2,067,333 17,303 10.46% 14.79% 7 -2,234,416 -51.94% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,955,268 16,369 0.0% 0.0% 8 +111,965 6.07% Q2 2026 Aug 12, 2026
STATE STREET CORP History Reduced 1,836,490 15,791 0.0% 0.0% 9 -60,949 -3.21% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History Added to 1,516,270 12,691 0.0% 0.0% 10 +315,085 26.23% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 1,458,255 12,205 0.01% 0.01% 11 -416,874 -22.23% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Reduced 1,284,388 10,750 0.01% 0.01% 12 -329,099 -20.4% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 1,268,465 10,617 0.0% 0.0% 13 +338,899 36.46% Q2 2026 Aug 13, 2026
CITIGROUP INC History Added to 1,194,111 9,994 0.0% 0.0% 14 +3,326 0.28% Q2 2026 Aug 03, 2026
MORGAN STANLEY History Added to 1,186,018 9,926 0.0% 0.0% 15 +219,163 22.67% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,135,354 9,502 0.0% 0.0% 16 +29,282 2.65% Q2 2026 Aug 14, 2026
One William Street Capital Management, L.P. History No change 1,070,000 8,955 3.69% 0.71% 17 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,062,115 8,889 0.0% 0.0% 18 -72,737 -6.41% Q2 2026 Aug 14, 2026
Caption Management, LLC History Reduced 867,247 7,258 0.03% 0.08% 19 -833,021 -48.99% Q2 2026 Aug 14, 2026
FMR LLC History Added to 861,520 7,210 0.0% 0.0% 20 +141,690 19.68% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History Added to 816,098 6,830 0.0% 0.0% 21 +69,463 9.3% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 746,004 6,244 0.0% 0.0% 22 +73,976 11.01% Q2 2026 Aug 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 724,317 6,062 0.71% 0.79% 23 +3,720 0.52% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 712,440 5,963 0.0% 0.0% 24 -1,180 -0.17% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Added to 680,786 5,759 0.0% 0.0% 25 +224,716 49.27% Q2 2026 Aug 12, 2026
UBS Group AG History Added to 684,218 5,726 0.0% 0.0% 26 +88,582 14.87% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 632,035 5,290 0.01% 27 +632,035 New Q2 2026 Aug 14, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 624,405 5,226 0.39% 0.41% 28 -6,796 -1.08% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 590,988 4,946 0.0% 0.0% 29 +59,722 11.24% Q2 2026 Aug 13, 2026
Q Global Advisors, LLC History No change 589,903 4,937 3.15% 4.06% 30 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Added to 576,708 4,827 0.0% 0.0% 31 +63,565 12.39% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 571,631 4,784 0.0% 0.0% 32 -164,235 -22.32% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Reduced 503,056 4,210 0.0% 0.0% 33 -2,066 -0.41% Q2 2026 Aug 13, 2026
Focus Partners Wealth History Reduced 467,885 3,916 0.0% 0.0% 34 -6,725 -1.42% Q2 2026 Aug 12, 2026
Cercano Management LLC History No change 401,607 3,361 0.45% 0.14% 35 0 0.0% Q2 2026 Aug 13, 2026
Almitas Capital LLC History Added to 362,684 3,035 0.73% 0.58% 36 +34,852 10.63% Q2 2026 Aug 14, 2026
Solel Partners LP History Reduced 349,838 2,928 0.5% 0.9% 37 -190,736 -35.28% Q2 2026 Aug 14, 2026
Nokomis Capital, L.L.C. History No change 312,898 2,618 0.9% 0.7% 38 0 0.0% Q2 2026 Aug 21, 2026
NORGES BANK History New 288,800 2,417 0.0% 39 +288,800 New Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 270,651 2,265 0.0% 0.0% 40 +11,789 4.55% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 286,670 2,238 0.0% 0.0% 41 +13,400 4.9% Q2 2026 Aug 14, 2026
FJ Capital Management LLC History New 249,738 2,090 0.27% 42 +249,738 New Q2 2026 Aug 14, 2026
BARCLAYS PLC History Added to 219,245 1,835 0.0% 0.0% 43 +144,123 191.85% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 211,233 1,768 0.0% 0.0% 44 +12,972 6.54% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 184,234 1,542 0.0% 0.0% 45 +90,188 95.9% Q2 2026 Aug 14, 2026
Bracebridge Capital, LLC History No change 182,157 1,524 0.03% 0.04% 46 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 180,941 1,514 0.0% 0.0% 47 +390 0.22% Q2 2026 Aug 13, 2026
JUPITER ASSET MANAGEMENT LTD History New 166,089 1,390 0.01% 48 +166,089 New Q2 2026 Aug 10, 2026
Penserra Capital Management LLC History Added to 148,058 1,239 0.01% 0.01% 49 +14,529 10.88% Q2 2026 Aug 13, 2026
XTX Topco Ltd History Added to 143,371 1,200 0.02% 0.01% 50 +48,524 51.16% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 142,509 1,192 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
Swiss National Bank History Added to 141,500 1,184 0.0% 0.0% 52 +1,900 1.36% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 138,237 1,157 0.0% 0.0% 53 -529,552 -79.3% Q2 2026 Aug 14, 2026
Invesco Ltd. History Reduced 132,222 1,106 0.0% 0.0% 54 -14,930 -10.15% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 130,494 1,092 0.0% 0.0% 55 +35,080 36.77% Q2 2026 Aug 14, 2026
Bouchey Financial Group, Ltd. History Added to 126,761 1,091 0.07% 0.04% 56 +61,145 93.19% Q2 2026 Jul 27, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 130,205 1,089 0.0% 0.0% 57 -55,300 -29.81% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History Added to 127,940 1,070 0.0% 0.0% 58 +67,740 112.52% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 127,300 1,065 0.01% 0.01% 59 +12,200 10.6% Q2 2026 Aug 25, 2026
JENNISON ASSOCIATES LLC History Reduced 123,535 1,033 0.0% 0.0% 60 -46,767 -27.46% Q2 2026 Aug 03, 2026
RAYMOND JAMES FINANCIAL INC History Added to 113,547 950 0.0% 0.0% 61 +13,862 13.91% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 113,030 947 0.0% 0.0% 62 +6,015 5.62% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 107,119 896 0.02% 0.02% 63 -29,540 -21.62% Q2 2026 Jul 13, 2026
Russell Investments Group, Ltd. History Added to 105,939 886 0.0% 0.0% 64 +31,541 42.39% Q2 2026 Aug 06, 2026
RHUMBLINE ADVISERS History Added to 98,814 827 0.0% 0.0% 65 +2,593 2.69% Q2 2026 Aug 11, 2026
Redhawk Wealth Advisors, Inc. History Reduced 97,047 812 0.08% 0.09% 66 -2,577 -2.59% Q2 2026 Jul 09, 2026
CAXTON ASSOCIATES LLP History New 89,418 748 0.01% 67 +89,418 New Q2 2026 Aug 14, 2026
Atom Investors LP History Added to 81,456 681 0.06% 0.02% 68 +50,019 159.11% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Reduced 74,296 621 0.0% 0.0% 69 -6,183 -7.68% Q2 2026 Aug 07, 2026
Schonfeld Strategic Advisors LLC History Added to 73,683 616 0.0% 0.0% 70 +2,054 2.87% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Added to 72,771 609 0.0% 0.0% 71 +6,719 10.17% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Reduced 69,100 578 0.0% 0.0% 72 -251,770 -78.46% Q2 2026 Sep 02, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 66,486 556 0.0% 0.0% 73 -12,613 -15.95% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 64,568 540 0.0% 0.0% 74 -2,315 -3.46% Q2 2026 Aug 24, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 57,855 484 0.0% 0.0% 75 +3,347 6.14% Q2 2026 Aug 12, 2026
Cerity Partners LLC History Added to 54,983 460 0.0% 0.0% 76 +831 1.53% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 53,847 450 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History Added to 53,688 449 0.0% 0.0% 78 +612 1.15% Q2 2026 Aug 14, 2026
CWM, LLC History No change 50,125 391 0.0% 0.0% 79 0 0.0% Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Added to 41,473 347 0.0% 0.0% 80 +9,800 30.94% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History Added to 40,742 341 0.0% 0.0% 81 +21,098 107.4% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History Reduced 37,600 314 0.0% 0.01% 82 -37,462 -49.91% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History Added to 37,123 310 0.0% 0.0% 83 +12,251 49.26% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 36,066 301 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History No change 31,255 261 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Reduced 30,045 251 0.0% 0.0% 86 -3,781 -11.18% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 27,800 232 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 26,575 222 0.04% 0.02% 88 +12,177 84.57% Q2 2026 Aug 04, 2026
State of Wyoming History Reduced 25,203 210 0.02% 0.03% 89 -6,014 -19.27% Q2 2026 Aug 06, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 22,478 188 0.0% 0.0% 90 +243 1.09% Q2 2026 Aug 07, 2026
Jupiter Topco LLC History New 22,444 187 0.0% 91 +22,444 New Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 22,083 184 0.0% 0.0% 92 +8,600 63.78% Q2 2026 Jul 29, 2026
JANUS HENDERSON GROUP PLC History No change 22,444 175 0.0% 0.0% 93 0 0.0% Q1 2026 May 18, 2026
Janney Montgomery Scott LLC History New 19,985 167 0.0% 94 +19,985 New Q2 2026 Aug 05, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 19,727 165 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 10, 2026
Arizona State Retirement System History Added to 19,458 162 0.0% 0.0% 96 +29 0.15% Q2 2026 Aug 07, 2026
Pine Valley Investments Ltd Liability Co History Reduced 18,825 160 0.01% 0.01% 97 -7,675 -28.96% Q2 2026 Jul 24, 2026
Police & Firemen's Retirement System of New Jersey History No change 18,871 157 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 17,922 150 0.0% 0.0% 99 -862 -4.59% Q2 2026 Sep 09, 2026
Mariner, LLC History Added to 16,111 134 0.0% 0.0% 100 +3,234 25.11% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 15,702 131 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 15,439 129 0.0% 0.0% 102 -9,251 -37.47% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History New 15,278 127 0.0% 104 +15,278 New Q2 2026 Aug 11, 2026
KLP KAPITALFORVALTNING AS History No change 14,900 127 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 14,605 122 0.0% 0.0% 105 -8,048 -35.53% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History New 13,004 108 0.0% 106 +13,004 New Q2 2026 Aug 14, 2026
STRS OHIO History No change 12,900 107 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 30, 2026
PRUDENTIAL FINANCIAL INC History Reduced 12,015 100 0.0% 0.0% 108 -14,050 -53.9% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History Reduced 11,173 93 0.0% 0.0% 110 -62 -0.55% Q2 2026 Jul 30, 2026
Cresset Asset Management, LLC History No change 10,843 93 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 10,396 89 0.0% 0.0% 111 -1 -0.01% Q2 2026 Aug 14, 2026
MAI Capital Management History Added to 10,195 87 0.0% 112 +10,117 12970.51% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 10,461 87 0.0% 0.0% 113 +454 4.54% Q2 2026 Aug 06, 2026
SIG BROKERAGE, LP History No change 10,105 84 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 9,245 77 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History Reduced 8,350 69 0.0% 0.01% 116 -30,244 -78.36% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 5,635 47 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History Reduced 5,250 43 0.0% 0.0% 118 -405 -7.16% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 4,059 34 0.0% 0.0% 119 +19 0.47% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History Added to 3,820 31 0.0% 0.0% 120 +1,746 84.19% Q2 2026 Jul 23, 2026
Steward Partners Investment Advisory, LLC History Added to 3,078 25 0.0% 0.0% 121 +86 2.87% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 2,262 18 0.0% 0.0% 122 +153 7.25% Q2 2026 Aug 17, 2026
GROUP ONE TRADING LLC History Reduced 1,732 14 0.0% 0.0% 123 -3,810 -68.75% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 1,434 12 0.0% 0.0% 124 -935 -39.47% Q2 2026 Jul 28, 2026
Arax Advisory Partners History New 1,410 11 0.0% 125 +1,410 New Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 1,298 10 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 05, 2026
Anfield Capital Management, LLC History No change 1,168 9 0.0% 0.0% 127 0 0.0% Q1 2026 May 12, 2026
Versant Capital Management, Inc History No change 878 7 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 02, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 748 6 0.0% 129 +637 573.87% Q2 2026 Aug 14, 2026
Crewe Advisors LLC History No change 781 6 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History Reduced 667 5 0.0% 0.0% 131 -635 -48.77% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History Reduced 523 4 0.0% 0.0% 135 -1,581 -75.14% Q2 2026 Jul 24, 2026
IFP Advisors, Inc History Added to 577 4 0.0% 0.0% 134 +302 109.82% Q2 2026 Jul 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 510 4 0.0% 0.0% 132 +178 53.61% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 478 4 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History Added to 365 3 0.0% 137 +319 693.48% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 382 3 0.0% 0.0% 136 +159 71.3% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History Added to 388 3 0.0% 0.0% 138 +63 19.38% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 254 2 0.0% 144 +254 New Q2 2026 Aug 13, 2026
Optiver Holding B.V. History Reduced 282 2 0.0% 0.0% 142 -240 -45.98% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History Added to 259 2 0.0% 0.0% 139 +103 66.03% Q2 2026 Aug 12, 2026
Capital Advisors, Ltd. LLC History Reduced 219 2 0.0% 0.0% 141 -1 -0.45% Q2 2026 Jul 16, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 306 2 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 313 2 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History Reduced 150 1 0.0% 0.0% 145 -1,100 -88.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History Added to 232 1 0.0% 148 +212 1060.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Added to 204 1 0.0% 147 +95 87.16% Q2 2026 Jul 17, 2026
Covestor Ltd History Added to 106 1 0.0% 0.0% 146 +35 49.3% Q2 2026 Aug 07, 2026
Nan Shan Life Insurance Co., Ltd. History Closed out 0 0 0.2% -711,605 -100.0% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History Closed out 0 0 0.06% -96,974 -100.0% Q2 2026 Aug 04, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -46,908 -100.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History Closed out 0 0 0.0% -31,321 -100.0% Q2 2026 Aug 07, 2026
Empowered Funds, LLC History Closed out 0 0 0.0% -27,778 -100.0% Q2 2026 Aug 14, 2026
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.03% -25,440 -100.0% Q2 2026 Aug 13, 2026
PharVision Advisers, LLC History Closed out 0 0 1.18% -14,932 -100.0% Q2 2026 Aug 11, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -13,128 -100.0% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.01% -10,587 -100.0% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -10,365 -100.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History Closed out 0 0 0.0% -2,000 -100.0% Q2 2026 Jul 31, 2026
Root Financial Partners, LLC History Closed out 0 0 0.0% -147 -100.0% Q2 2026 Jul 29, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.0% -137 -100.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 -88 -100.0% Q2 2026 Aug 10, 2026
True Wealth Design, LLC History Added to 81 0 +77 1925.0% Q2 2026 Jul 16, 2026
GAMMA Investing LLC History Added to 83 0 +63 315.0% Q2 2026 Jul 07, 2026
Clearstead Advisors, LLC History New 37 0 +37 New Q2 2026 Aug 06, 2026
JFS WEALTH ADVISORS, LLC History New 30 0 +30 New Q2 2026 Jul 10, 2026
SJS Investment Consulting Inc. History New 15 0 +15 New Q2 2026 Jul 22, 2026
Advisory Services Network, LLC History Closed out 0 0 -5 -100.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History New 1 0 +1 New Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 65 0 0 0.0% Q2 2026 Sep 04, 2026
Arlington Trust Co LLC History No change 55 0 0 0.0% Q2 2026 Jul 07, 2026
Hughes Financial Services, LLC History No change 9 0 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Financial Management LLC History No change 72 0 0 0.0% Q2 2026 Aug 28, 2026