TWO HARBORS INVESTMENT CORP. - TWO
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 | Added to | 17,057,600 | 211,684 | 0.0% | 0.0% | 1 | +490,960 | 2.96% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 6,186,102 | 76,769 | 0.0% | 0.0% | 2 | +66,208 | 1.08% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 4,656,908 | 57,792 | 0.0% | 0.0% | 3 | +5,628 | 0.12% | Q2 2026 | Aug 13, 2026 |
| Sand Grove Capital Management LLP | History | Added to | 4,494,970 | 55,782 | 14.56% | 7.96% | 4 | +1,400,183 | 45.24% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 4,168,926 | 51,736 | 0.0% | 0.0% | 5 | +234,397 | 5.96% | Q2 2026 | Sep 22, 2026 |
| AQR Arbitrage LLC | History | Added to | 3,094,518 | 38,402 | 0.55% | 0.38% | 6 | +1,073,434 | 53.11% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,733,957 | 33,935 | 0.0% | 0.0% | 7 | +254,828 | 10.28% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,014,242 | 24,996 | 0.0% | 0.0% | 8 | +1,344,090 | 200.56% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,894,045 | 23,505 | 0.03% | 0.03% | 9 | +52,669 | 2.86% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | Added to | 1,817,400 | 22,553 | 0.03% | 0.01% | 10 | +1,222,546 | 205.52% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,792,765 | 22,248 | 0.0% | 0.0% | 11 | +295,312 | 19.72% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 1,748,877 | 21,703 | 0.02% | 0.01% | 12 | +1,322,962 | 310.62% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,564,654 | 19,417 | 0.01% | 0.01% | 13 | -560,683 | -26.38% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 1,512,163 | 18,765 | 0.0% | 0.0% | 14 | -443,657 | -22.68% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,576,808 | 18,007 | 0.01% | 0.01% | 15 | -532,691 | -25.25% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,287,282 | 15,975 | 0.0% | 0.0% | 16 | +64,491 | 5.27% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,263,989 | 15,686 | 0.0% | 0.0% | 17 | -114,616 | -8.31% | Q2 2026 | Aug 14, 2026 |
| Melqart Asset Management (UK) Ltd | History | Added to | 1,201,262 | 14,907 | 1.42% | 0.42% | 18 | +824,292 | 218.66% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,146,434 | 14,227 | 0.01% | — | 19 | +1,146,434 | New | Q2 2026 | Aug 14, 2026 |
| Governors Lane LP | History | Added to | 1,072,123 | 13,305 | 1.11% | 0.24% | 20 | +742,623 | 225.38% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,040,487 | 12,912 | 0.01% | 0.01% | 21 | +176,584 | 20.44% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 976,899 | 12,123 | 0.01% | 0.01% | 22 | -121,880 | -11.09% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 964,744 | 11,972 | 0.0% | 0.0% | 23 | -503,029 | -34.27% | Q2 2026 | Aug 13, 2026 |
| GLAZER CAPITAL, LLC | History | Added to | 963,745 | 11,960 | 0.29% | 0.03% | 24 | +838,745 | 671.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 888,424 | 11,025 | 0.15% | 0.06% | 25 | +515,946 | 138.52% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 863,568 | 10,716 | 0.0% | 0.0% | 26 | -312,233 | -26.55% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | Added to | 831,450 | 10,318 | 0.02% | 0.0% | 27 | +731,450 | 731.45% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 803,897 | 9,976 | 0.01% | 0.01% | 28 | +103,897 | 14.84% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 699,492 | 8,680 | 0.0% | 0.0% | 29 | -772,834 | -52.49% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 694,657 | 8,620 | 0.63% | 0.37% | 30 | +271,554 | 64.18% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 694,212 | 8,615 | 0.0% | 0.0% | 31 | -7,971 | -1.14% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | Added to | 675,085 | 8,377 | 0.05% | 0.01% | 32 | +525,085 | 350.06% | Q2 2026 | Aug 12, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Reduced | 661,234 | 8,205 | 0.51% | 0.45% | 33 | -3,017 | -0.45% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 612,432 | 7,600 | 0.0% | 0.0% | 34 | +59,607 | 10.78% | Q2 2026 | Aug 06, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 602,257 | 7,474 | 0.48% | 0.08% | 35 | +509,257 | 547.59% | Q2 2026 | Jul 24, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 593,402 | 7,364 | 0.11% | 0.15% | 36 | -176,806 | -22.96% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 581,293 | 7,213 | 0.01% | 0.07% | 37 | -4,348,128 | -88.21% | Q2 2026 | Aug 14, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 518,237 | 6,431 | 0.94% | 0.2% | 38 | +398,852 | 334.09% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 507,717 | 6,300 | 0.0% | 0.0% | 39 | -3,379 | -0.66% | Q2 2026 | Aug 04, 2026 |
| Verition Fund Management LLC | History | Added to | 465,512 | 5,777 | 0.03% | 0.03% | 40 | +50,139 | 12.07% | Q2 2026 | Aug 14, 2026 |
| Fort Baker Capital Management LP | History | New | 386,971 | 4,802 | 0.35% | — | 41 | +386,971 | New | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 363,688 | 4,513 | 0.01% | 0.01% | 42 | -11,857 | -3.16% | Q2 2026 | Aug 13, 2026 |
| Polar Asset Management Partners Inc. | History | Added to | 333,060 | 4,133 | 0.07% | 0.04% | 43 | +155,060 | 87.11% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 301,697 | 3,744 | 0.0% | 0.0% | 44 | +94,185 | 45.39% | Q2 2026 | Aug 11, 2026 |
| Centiva Capital, LP | History | Reduced | 300,200 | 3,725 | 0.03% | 0.03% | 45 | -51,009 | -14.52% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 268,865 | 3,336 | 0.0% | 0.0% | 46 | -34,047 | -11.24% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 265,229 | 3,291 | 0.0% | 0.0% | 47 | -30,274 | -10.24% | Q2 2026 | Aug 13, 2026 |
| GraniteShares Advisors LLC | History | Added to | 264,265 | 3,279 | 2.11% | 1.89% | 48 | +34,600 | 15.07% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 258,000 | 3,201 | 0.0% | 0.0% | 49 | -102,700 | -28.47% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 249,837 | 3,100 | 0.0% | 0.0% | 50 | +9,190 | 3.82% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 210,788 | 2,615 | 0.0% | 0.0% | 51 | +5,500 | 2.68% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 195,940 | 2,431 | 0.0% | 0.0% | 52 | +56,223 | 40.24% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 173,984 | 2,159 | 0.0% | 0.0% | 53 | -3,620 | -2.04% | Q2 2026 | Aug 14, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | New | 165,100 | 2,048 | 0.37% | — | 54 | +165,100 | New | Q2 2026 | Jul 20, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 158,676 | 1,969 | 0.0% | — | 55 | +158,676 | New | Q2 2026 | Aug 13, 2026 |
| HARVEST MANAGEMENT LLC | History | Reduced | 141,573 | 1,756 | 0.69% | 1.11% | 56 | -58,427 | -29.21% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 138,589 | 1,720 | 0.0% | 0.0% | 57 | +24,883 | 21.88% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 128,523 | 1,594 | 0.0% | 0.0% | 58 | +36,971 | 40.38% | Q2 2026 | Aug 03, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 119,969 | 1,488 | 0.0% | 0.0% | 59 | -21,317 | -15.09% | Q2 2026 | Aug 24, 2026 |
| Groupe la Francaise | History | New | 116,257 | 1,443 | 0.02% | — | 60 | +116,257 | New | Q2 2026 | Aug 25, 2026 |
| DLD Asset Management, LP | History | New | 114,903 | 1,425 | 0.09% | — | 61 | +114,903 | New | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 113,455 | 1,407 | 0.0% | 0.0% | 62 | +16,042 | 16.47% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 109,056 | 1,353 | 0.0% | 0.0% | 63 | +1,490 | 1.39% | Q2 2026 | Aug 12, 2026 |
| CSS LLC/IL | History | Added to | 105,775 | 1,312 | 0.05% | 0.02% | 64 | +61,242 | 137.52% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 102,578 | 1,272 | 0.0% | 0.0% | 65 | +49,480 | 93.19% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Reduced | 98,429 | 1,221 | 0.01% | 0.02% | 66 | -46,879 | -32.26% | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 97,899 | 1,214 | 0.02% | 0.02% | 67 | +6,196 | 6.76% | Q2 2026 | Aug 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 90,600 | 1,124 | 0.11% | — | 68 | +90,600 | New | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 87,661 | 1,087 | 0.0% | 0.0% | 69 | -36,992 | -29.68% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 76,288 | 1,004 | 0.0% | 0.0% | 70 | -64,934 | -45.98% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 71,890 | 892 | 0.0% | 0.0% | 71 | -82,010 | -53.29% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 71,486 | 887 | 0.01% | 0.0% | 72 | +47,854 | 202.5% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 71,516 | 887 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ABC ARBITRAGE SA | History | Added to | 69,374 | 860 | 0.09% | 0.08% | 74 | +17,920 | 34.83% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 68,980 | 856 | 0.0% | 0.0% | 75 | -976 | -1.4% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 68,847 | 854 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 68,509 | 850 | 0.0% | 0.0% | 77 | +143 | 0.21% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 62,162 | 771 | 0.0% | 0.0% | 78 | +9,120 | 17.19% | Q2 2026 | Aug 13, 2026 |
| TIG Advisors, LLC | History | Reduced | 61,680 | 765 | 0.03% | 0.73% | 79 | -1,312,404 | -95.51% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 61,560 | 763 | 0.0% | 0.0% | 80 | +38,513 | 167.11% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 58,265 | 723 | 0.0% | 0.0% | 81 | +10,853 | 22.89% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 57,605 | 714 | 0.0% | 0.0% | 82 | +35,005 | 154.89% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 56,022 | 695 | 0.0% | 0.01% | 83 | -26,421 | -32.05% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 55,503 | 688 | 0.0% | 0.0% | 84 | +38,261 | 221.91% | Q2 2026 | Aug 06, 2026 |
| Blackstone Inc. | History | No change | 53,677 | 666 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 53,040 | 658 | 0.0% | — | 86 | +53,040 | New | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 50,000 | 620 | 0.0% | — | 87 | +50,000 | New | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 53,040 | 605 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 46,000 | 570 | 0.01% | 0.01% | 89 | -500 | -1.08% | Q2 2026 | Jul 21, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 42,791 | 531 | 0.02% | 0.07% | 91 | -69,174 | -61.78% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Added to | 42,833 | 531 | 0.0% | 0.0% | 90 | +2,004 | 4.91% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 40,641 | 504 | 0.0% | 0.0% | 92 | -2,882 | -6.62% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 40,077 | 497 | 0.0% | 0.0% | 93 | -722,977 | -94.75% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 35,443 | 439 | 0.0% | 0.0% | 94 | -11,400 | -24.34% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 34,594 | 429 | 0.0% | 0.01% | 95 | -17,029 | -32.99% | Q2 2026 | Jul 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,976 | 409 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MARINER INVESTMENT GROUP LLC | History | No change | 32,776 | 406 | 0.09% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 32,197 | 399 | 0.0% | 0.0% | 98 | +10,225 | 46.54% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 31,434 | 390 | 0.0% | 0.0% | 99 | +3,689 | 13.3% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Added to | 28,985 | 359 | 0.0% | 0.0% | 100 | +347 | 1.21% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | Reduced | 28,259 | 351 | 0.0% | 0.0% | 101 | -1,901 | -6.3% | Q2 2026 | Jul 23, 2026 |
| APS Management Group, Inc. | History | Reduced | 28,265 | 350 | 0.27% | 0.3% | 102 | -2,517 | -8.18% | Q2 2026 | Jul 10, 2026 |
| AlphaGrep UK Ltd | History | New | 28,100 | 348 | 0.1% | — | 103 | +28,100 | New | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 27,831 | 345 | 0.0% | 0.0% | 104 | -167 | -0.6% | Q2 2026 | Sep 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 27,789 | 344 | 0.0% | 0.0% | 106 | -51 | -0.18% | Q2 2026 | Jul 16, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 27,773 | 344 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 25,728 | 319 | 0.0% | 0.0% | 107 | -133 | -0.51% | Q2 2026 | Aug 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 25,518 | 317 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 24,910 | 309 | 0.0% | 0.0% | 109 | -1,008 | -3.89% | Q2 2026 | Jul 17, 2026 |
| Amundi | History | Added to | 24,529 | 304 | 0.0% | 0.0% | 110 | +5,109 | 26.31% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 24,463 | 303 | 0.0% | 0.0% | 111 | -8,906 | -26.69% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 23,900 | 296 | 0.0% | 0.0% | 112 | -104 | -0.43% | Q2 2026 | Jul 28, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 23,417 | 291 | 0.0% | 0.0% | 113 | +3,476 | 17.43% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 23,322 | 289 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 23,141 | 287 | 0.0% | 0.0% | 115 | +7,426 | 47.25% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 22,114 | 274 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 21,823 | 270 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 21,224 | 263 | 0.01% | 0.01% | 118 | +5,914 | 38.63% | Q2 2026 | Jul 24, 2026 |
| STRS OHIO | History | Added to | 20,900 | 259 | 0.0% | 0.0% | 119 | +1,800 | 9.42% | Q2 2026 | Jul 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 20,789 | 257 | 0.0% | 0.0% | 120 | +1,228 | 6.28% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,215 | 238 | 0.0% | 0.0% | 121 | +5,694 | 42.11% | Q2 2026 | Jul 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 18,990 | 235 | 0.0% | 0.0% | 122 | +10,855 | 133.44% | Q2 2026 | Aug 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 18,500 | 229 | 0.02% | 0.54% | 123 | -434,291 | -95.91% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,623 | 219 | 0.0% | 0.0% | 124 | -801 | -4.35% | Q2 2026 | Jul 27, 2026 |
| SG Americas Securities, LLC | History | New | 17,166 | 213 | 0.0% | — | 125 | +17,166 | New | Q2 2026 | Aug 07, 2026 |
| Murchinson Ltd. | History | No change | 17,000 | 210 | 0.03% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | New | 16,769 | 208 | 0.0% | — | 127 | +16,769 | New | Q2 2026 | Aug 13, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 16,265 | 201 | 0.14% | 0.15% | 128 | +482 | 3.05% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | Added to | 15,635 | 194 | 0.0% | 0.0% | 129 | +3,185 | 25.58% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 15,181 | 188 | 0.0% | 0.0% | 130 | -1,076 | -6.62% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 15,157 | 188 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,118 | 187 | 0.0% | 0.0% | 132 | +4,413 | 41.22% | Q2 2026 | Aug 19, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 15,050 | 186 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 14,876 | 184 | 0.0% | 0.0% | 134 | -782 | -4.99% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 14,754 | 183 | 0.0% | 0.0% | 135 | +3,035 | 25.9% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,607 | 181 | 0.0% | 0.0% | 136 | +23 | 0.16% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,441 | 179 | 0.0% | 0.0% | 138 | +24 | 0.17% | Q2 2026 | Aug 05, 2026 |
| SEI INVESTMENTS CO | History | No change | 14,476 | 179 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 13,897 | 172 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Reduced | 13,800 | 171 | 0.0% | 0.0% | 140 | -42,377 | -75.43% | Q2 2026 | Aug 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 12,868 | 159 | 0.0% | — | 141 | +12,868 | New | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,345 | 153 | 0.0% | 0.0% | 142 | +227 | 1.87% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 12,310 | 152 | 0.0% | — | 144 | +12,310 | New | Q2 2026 | Aug 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 12,265 | 152 | 0.0% | 0.0% | 143 | -1,243 | -9.2% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 12,031 | 149 | 0.0% | 0.0% | 145 | +37 | 0.31% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,893 | 135 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 10,676 | 131 | 0.01% | 0.01% | 147 | +64 | 0.6% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,200 | 126 | 0.0% | 0.0% | 148 | -332,834 | -97.03% | Q2 2026 | Sep 02, 2026 |
| XPONANCE LLC | History | New | 10,232 | 126 | 0.0% | — | 149 | +10,232 | New | Q2 2026 | Aug 10, 2026 |
| Rangeley Capital, LLC | History | No change | 10,000 | 124 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 9,673 | 120 | 0.0% | 0.0% | 151 | +947 | 10.85% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,614 | 119 | 0.0% | 0.0% | 152 | -3,564 | -27.05% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,118 | 113 | 0.0% | 0.0% | 153 | +155 | 1.73% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,985 | 111 | 0.0% | 0.0% | 154 | +172 | 1.95% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 7,162 | 88 | 0.0% | 0.0% | 155 | +1,964 | 37.78% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 6,130 | 76 | 0.0% | 0.0% | 156 | -12 | -0.2% | Q2 2026 | Aug 14, 2026 |
| Bayforest Capital Ltd | History | New | 5,807 | 72 | 0.07% | — | 157 | +5,807 | New | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | Added to | 4,995 | 61 | 0.0% | 0.0% | 158 | +1,115 | 28.74% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 5,165 | 58 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | Reduced | 4,536 | 56 | 0.0% | 0.0% | 160 | -3,258 | -41.8% | Q2 2026 | Aug 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 3,383 | 41 | 0.0% | 0.0% | 161 | -506 | -13.01% | Q2 2026 | Jul 02, 2026 |
| Global Retirement Partners, LLC | History | New | 2,889 | 35 | 0.0% | — | 162 | +2,889 | New | Q2 2026 | Aug 06, 2026 |
| Quantum Portfolio Management LLC | History | New | 2,858 | 35 | 0.01% | — | 163 | +2,858 | New | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | New | 2,394 | 29 | 0.0% | — | 167 | +2,394 | New | Q2 2026 | Sep 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,359 | 29 | 0.0% | 0.0% | 165 | +1,133 | 92.41% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,400 | 29 | 0.0% | 0.0% | 164 | +306 | 14.61% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | Reduced | 2,379 | 29 | 0.01% | 0.01% | 166 | -7 | -0.29% | Q2 2026 | Jul 20, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,148 | 26 | 0.0% | 0.0% | 168 | +108 | 5.29% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,021 | 25 | 0.0% | 0.0% | 169 | +556 | 37.95% | Q2 2026 | Aug 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 2,000 | 24 | 0.01% | — | 171 | +2,000 | New | Q2 2026 | Jul 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,994 | 24 | 0.0% | 0.0% | 170 | -342 | -14.64% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 1,915 | 23 | 0.0% | — | 173 | +1,915 | New | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 1,896 | 23 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,597 | 19 | 0.0% | 0.0% | 174 | +575 | 56.26% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,481 | 18 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 1,150 | 14 | 0.0% | — | 176 | +1,150 | New | Q2 2026 | Jul 15, 2026 |
| HighMark Wealth Management LLC | History | Added to | 919 | 11 | 0.0% | 0.0% | 177 | +27 | 3.03% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 739 | 9 | 0.0% | 0.0% | 178 | -12 | -1.6% | Q2 2026 | Aug 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 797 | 9 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Optiver Holding B.V. | History | New | 713 | 8 | 0.0% | — | 181 | +713 | New | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 717 | 8 | 0.0% | 0.0% | 180 | +260 | 56.89% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 576 | 7 | 0.0% | 0.0% | 183 | -399 | -40.92% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 584 | 7 | 0.0% | 0.0% | 184 | +171 | 41.4% | Q2 2026 | Jul 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 581 | 7 | 0.0% | 0.0% | 182 | +20 | 3.57% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 582 | 7 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF VERMONT | History | New | 506 | 6 | 0.0% | — | 187 | +506 | New | Q2 2026 | Aug 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 500 | 6 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 480 | 5 | 0.0% | 0.0% | 189 | +11 | 2.35% | Q2 2026 | Aug 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 454 | 5 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| UMB Bank, n.a. | History | Added to | 323 | 4 | 0.0% | 0.0% | 190 | +44 | 15.77% | Q2 2026 | Aug 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 375 | 4 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 387 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 266 | 3 | 0.0% | 0.0% | 195 | -1,037 | -79.59% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 263 | 3 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 282 | 3 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 232 | 2 | 0.0% | 0.0% | 199 | -7,258 | -96.9% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 137 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 228 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 217 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 207 | 2 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LifeSteps Financial, Inc. | History | New | 129 | 1 | 0.0% | — | 207 | +129 | New | Q2 2026 | Jul 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 125 | 1 | 0.0% | — | 206 | +125 | New | Q2 2026 | Jul 28, 2026 |
| Markowski Investments | History | New | 125 | 1 | 0.0% | — | 208 | +125 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 101 | 1 | 0.0% | — | 201 | +100 | 10000.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 81 | 1 | 0.0% | 0.0% | 202 | -93 | -53.45% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 160 | 1 | 0.0% | 0.0% | 203 | +43 | 36.75% | Q2 2026 | Jul 30, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 125 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| City State Bank | History | No change | 100 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| First Trust Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.65% | — | -1,082,650 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.8% | — | -1,043,637 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Slotnik Capital, LLC | History | Closed out | 0 | 0 | — | 1.09% | — | -325,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -155,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -154,909 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.1% | — | -121,583 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -95,353 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.13% | — | -52,500 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -50,100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -31,403 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -29,566 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,415 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,500 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,015 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Odyssean, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,960 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,845 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,375 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,169 | -100.0% | Q2 2026 | Jul 15, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,528 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CHICAGO TRUST Co NA | History | Closed out | 0 | 0 | — | 0.02% | — | -10,335 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,334 | -100.0% | Q2 2026 | Jul 15, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,636 | -100.0% | Q2 2026 | Aug 04, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,396 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 17 | 0 | — | 0.0% | — | -1,624 | -98.96% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -974 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -920 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -821 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -642 | -94.83% | Q2 2026 | Aug 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -68 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Quarry LP | History | Reduced | 63 | 0 | — | 0.0% | — | -59 | -48.36% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | New | 50 | 0 | — | — | — | +50 | New | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 35 | 0 | — | — | — | +35 | New | Q2 2026 | Aug 13, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 26 | 0 | — | — | — | -27 | -50.94% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 23 | 0 | — | — | — | -20 | -46.51% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Jul 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 13 | 0 | — | — | — | +11 | 550.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Added to | 19 | 0 | — | — | — | +10 | 111.11% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 06, 2026 |
| Evolution Advisers, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Jul 31, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Crewe Advisors LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 23, 2026 |
| Covestor Ltd | History | Added to | 37 | 0 | — | — | — | +7 | 23.33% | Q2 2026 | Aug 07, 2026 |
| Davis Capital Management | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 16, 2026 |
| Fortitude Family Office, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 69 | 0 | — | — | — | -3 | -4.17% | Q2 2026 | Aug 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 22, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q2 2026 | Jul 20, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ancora Advisors LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Community Financial Services Group, LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |