UMH PROPERTIES, INC. - UMH
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 | No change | 8,397,572 | 127,139 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,225,497 | 63,974 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 3,679,545 | 55,712 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| FMR LLC | History | No change | 3,645,734 | 55,196 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,448,062 | 52,203 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Research Global Investors | History | No change | 3,034,683 | 45,945 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,323,227 | 35,180 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,092,331 | 31,677 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 1,970,696 | 29,836 | 0.79% | 0.79% | 9 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,943,138 | 29,419 | 0.16% | 0.16% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,476,121 | 21,300 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,312,010 | 19,863 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,160,736 | 17,574 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,033,986 | 15,654 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,010,182 | 15,294 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 969,903 | 14,684 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 883,272 | 13,372 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 858,167 | 12,993 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | No change | 833,219 | 12,614 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 795,640 | 12,045 | 0.16% | 0.16% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 788,834 | 11,942 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 744,610 | 11,273 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 731,295 | 11,071 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | History | No change | 700,000 | 10,598 | 0.34% | 0.34% | 24 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 670,317 | 10,349 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 672,085 | 10,175 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 580,640 | 8,790 | 0.16% | 0.16% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 536,737 | 8,126 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 497,070 | 7,525 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 476,378 | 7,212 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 447,176 | 6,770 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 445,154 | 6,739 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 429,904 | 6,508 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cherokee Insurance Co | History | No change | 415,162 | 6,285 | 2.43% | 2.43% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 387,843 | 5,871 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 363,716 | 5,506 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | No change | 335,512 | 5,079 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 332,751 | 5,037 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 323,704 | 4,900 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 315,020 | 4,863 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 313,226 | 4,742 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 307,597 | 4,657 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 283,306 | 4,289 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 274,499 | 4,155 | 0.36% | 0.36% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 258,354 | 3,911 | 0.17% | 0.17% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 218,817 | 3,312 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 198,900 | 3,011 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 189,997 | 2,877 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 172,867 | 2,617 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 168,020 | 2,543 | 0.14% | 0.14% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | No change | 164,842 | 2,495 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 164,256 | 2,486 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 162,100 | 2,454 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | No change | 159,678 | 2,417 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 157,910 | 2,390 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 154,375 | 2,337 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 149,474 | 2,260 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 148,085 | 2,242 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 140,279 | 2,123 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 135,275 | 2,049 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | No change | 133,575 | 2,022 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 132,403 | 2,004 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 131,400 | 1,989 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 125,256 | 1,896 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 116,534 | 1,764 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Penserra Capital Management LLC | History | No change | 113,321 | 1,715 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Lake Advisory, LLC | History | No change | 109,819 | 1,662 | 0.59% | 0.59% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 107,229 | 1,623 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 106,063 | 1,605 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 104,883 | 1,587 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthTrust Axiom LLC | History | No change | 103,627 | 1,568 | 0.35% | 0.35% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 102,570 | 1,552 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 98,531 | 1,491 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Pensionfund PDN | History | Added to | 94,900 | 1,461 | 0.86% | 0.69% | 74 | +6,000 | 6.75% | Q3 2026 | Oct 05, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 96,368 | 1,459 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 91,954 | 1,392 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 88,317 | 1,337 | 0.3% | 0.3% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 88,031 | 1,332 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 86,305 | 1,306 | 0.12% | 0.12% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 82,826 | 1,253 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | No change | 82,376 | 1,247 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 81,923 | 1,240 | 0.47% | 0.47% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 76,201 | 1,153 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 76,015 | 1,151 | 0.85% | 0.85% | 84 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 74,650 | 1,130 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 73,998 | 1,120 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 70,496 | 1,067 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 69,173 | 1,047 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 66,900 | 1,012 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESPAC Advisors, LLC | History | No change | 65,587 | 992 | 0.48% | 0.48% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 64,370 | 974 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 63,441 | 960 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 59,828 | 905 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SEI INVESTMENTS CO | History | No change | 59,729 | 904 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 58,156 | 880 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 56,344 | 853 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 54,600 | 826 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 53,350 | 807 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 52,153 | 789 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 51,181 | 774 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 50,334 | 762 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 49,854 | 754 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pensionfund Sabic | History | Added to | 45,564 | 702 | 0.85% | 0.69% | 103 | +3,000 | 7.05% | Q3 2026 | Oct 05, 2026 |
| Amundi | History | No change | 44,822 | 678 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 44,825 | 677 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Inspire Investing, LLC | History | No change | 44,563 | 674 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 41,186 | 624 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 41,280 | 624 | 0.1% | 0.1% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 41,142 | 622 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Creative Planning | History | No change | 39,881 | 603 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vert Asset Management LLC | History | No change | 38,237 | 578 | 0.16% | 0.16% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 37,772 | 571 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 34,877 | 537 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 35,200 | 532 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 35,136 | 532 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 34,015 | 514 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aberdeen Group plc | History | No change | 32,953 | 498 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 32,724 | 495 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 32,331 | 489 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jupiter Topco LLC | History | No change | 31,802 | 481 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 31,176 | 472 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,714 | 465 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daiwa Securities Group Inc. | History | No change | 30,753 | 465 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 30,191 | 461 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 29,807 | 451 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 28,029 | 424 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 28,059 | 424 | 0.16% | 0.16% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IEQ CAPITAL, LLC | History | No change | 27,690 | 419 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Boston Partners | History | No change | 26,847 | 406 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LDR Capital Management LLC | History | No change | 26,198 | 396 | 0.46% | 0.46% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,755 | 389 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 24,795 | 375 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 24,609 | 372 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,297 | 352 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Meixler Investment Management, Ltd. | History | No change | 23,200 | 351 | 0.19% | 0.19% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 23,004 | 348 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 22,898 | 346 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 22,881 | 346 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | No change | 22,286 | 337 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 21,738 | 329 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Metis Global Partners, LLC | History | No change | 21,106 | 319 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BCO Wealth Management LLC | History | No change | 19,954 | 302 | 0.16% | 0.16% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 19,917 | 301 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 19,810 | 299 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Cerity Partners LLC | History | No change | 18,700 | 283 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 18,255 | 276 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,200 | 275 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Square, LLC | History | No change | 17,963 | 274 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 17,986 | 272 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 17,636 | 267 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 17,656 | 267 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 17,478 | 264 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,234 | 261 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,649 | 252 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | No change | 16,517 | 250 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Entropy Technologies, LP | History | No change | 16,488 | 249 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&G Plc | History | No change | 16,263 | 243 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestcor Inc | History | No change | 15,942 | 241 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,909 | 240 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BFSG, LLC | History | No change | 15,755 | 238 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 15,356 | 232 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 15,287 | 231 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 15,111 | 228 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 15,000 | 227 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 14,939 | 226 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 14,278 | 216 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 14,035 | 212 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 13,738 | 207 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 13,681 | 207 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | No change | 13,145 | 199 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 13,099 | 198 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFM Investors Pty Ltd | History | No change | 13,098 | 198 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 12,784 | 193 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yoffe Investment Management, LLC | History | No change | 11,612 | 175 | 0.2% | 0.2% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 11,321 | 171 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,048 | 167 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 10,996 | 166 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | No change | 10,786 | 163 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 10,795 | 163 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Inscription Capital, LLC | History | No change | 10,661 | 161 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 10,399 | 157 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Abel Hall, LLC | History | No change | 10,388 | 157 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 10,000 | 151 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crossingbridge Advisors, LLC | History | No change | 10,000 | 151 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCentric Advisors LLC | History | No change | 10,000 | 151 | 0.13% | 0.13% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,670 | 146 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARD ASSOCIATES INC | History | No change | 8,450 | 127 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 8,397 | 127 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,476 | 113 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,447 | 112 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 6,196 | 93 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| State of Wyoming | History | No change | 4,783 | 72 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,600 | 69 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,868 | 59 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 3,229 | 48 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 3,005 | 45 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,957 | 44 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 2,970 | 44 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,580 | 39 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 2,554 | 38 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,386 | 36 | 0.0% | 0.0% | 201 | +366 | 18.12% | Q3 2026 | Oct 01, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | No change | 2,260 | 34 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,039 | 31 | 0.0% | 0.0% | 203 | +733 | 56.13% | Q3 2026 | Oct 08, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,816 | 27 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,625 | 24 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sterling Capital Management LLC | History | No change | 1,546 | 23 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1,471 | 22 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,465 | 22 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 1,237 | 18 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,240 | 18 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | Added to | 1,092 | 16 | 0.0% | 0.0% | 211 | +476 | 77.27% | Q3 2026 | Oct 08, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | No change | 1,097 | 16 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | No change | 972 | 14 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 920 | 13 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 684 | 10 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 718 | 10 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 708 | 10 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 619 | 9 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 630 | 9 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 592 | 8 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 519 | 7 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 416 | 6 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 333 | 5 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 374 | 5 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 362 | 5 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 307 | 4 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GROUP ONE TRADING LLC | History | No change | 307 | 4 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | No change | 291 | 4 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 308 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 290 | 4 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 233 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 145 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 182 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 158 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Capital Analysts, LLC | History | No change | 120 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 145 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 163 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Synergy Investment Management, LLC | History | No change | 167 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 69 | 1 | 0.0% | — | 246 | +69 | New | Q3 2026 | Oct 09, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 111 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Optiver Holding B.V. | History | No change | 114 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 47 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 89 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 114 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Oct 05, 2026 |
| FIRST HORIZON CORP | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Trust, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPL Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| WPG Advisers, LLC | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MidFirst Bank | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |