UNITY BANCORP INC /NJ/ - UNTY
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 | 550,326 | 32,298 | 0.0% | 0.0% | 1 | +42,393 | 8.35% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 452,070 | 26,532 | 0.0% | 0.0% | 2 | +3,635 | 0.81% | Q2 2026 | Aug 11, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 370,469 | 21,742 | 3.59% | 3.62% | 3 | -5,000 | -1.33% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 361,720 | 18,747 | 0.01% | 0.01% | 4 | -2,140 | -0.59% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 302,925 | 17,778 | 0.0% | 0.0% | 5 | -325 | -0.11% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 265,764 | 15,597 | 0.01% | 0.01% | 6 | +35,778 | 15.56% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 182,802 | 10,731 | 0.0% | 0.0% | 7 | +14,042 | 8.32% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 164,203 | 9,637 | 0.0% | 0.0% | 8 | +16,294 | 11.02% | Q2 2026 | Aug 07, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 157,618 | 9,250 | 1.68% | 1.78% | 9 | -1,231 | -0.77% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 143,502 | 8,422 | 0.0% | 0.0% | 10 | +379 | 0.26% | Q2 2026 | Aug 13, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 142,332 | 8,353 | 1.52% | 1.48% | 11 | -2,500 | -1.73% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 130,043 | 7,632 | 0.0% | 0.0% | 12 | -65,359 | -33.45% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 126,754 | 7,439 | 0.06% | 0.07% | 13 | -1,674 | -1.3% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 111,506 | 6,544 | 0.0% | 0.0% | 14 | +26,684 | 31.46% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 95,603 | 5,611 | 0.0% | 0.0% | 15 | +8,520 | 9.78% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 82,320 | 4,831 | 0.09% | 0.09% | 16 | +2,491 | 3.12% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 78,496 | 4,606 | 0.0% | 0.0% | 17 | +4,819 | 6.54% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 69,866 | 4,100 | 0.0% | 0.0% | 18 | +27,795 | 66.07% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 68,820 | 4,037 | 0.0% | 0.01% | 19 | -11,704 | -14.53% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 62,483 | 3,667 | 0.0% | 0.0% | 20 | +13,674 | 28.02% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 49,750 | 2,919 | 0.0% | 0.0% | 21 | +32,124 | 182.25% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 47,132 | 2,766 | 0.0% | 0.0% | 22 | +2,638 | 5.93% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 42,879 | 2,516 | 0.0% | 0.0% | 23 | +34,999 | 444.15% | Q2 2026 | Sep 02, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | Reduced | 42,000 | 2,476 | 2.17% | 2.64% | 24 | -10,000 | -19.23% | Q2 2026 | Jul 28, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 41,061 | 2,409 | 0.0% | 0.0% | 25 | +3,393 | 9.01% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 38,900 | 2,283 | 0.0% | 0.0% | 26 | +23,200 | 147.77% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 38,601 | 2,265 | 0.0% | 0.0% | 27 | +11,472 | 42.29% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | Added to | 36,900 | 2,165 | 0.05% | 0.03% | 28 | +16,000 | 76.56% | Q2 2026 | Jul 28, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 36,004 | 2,113 | 0.04% | 0.09% | 29 | -50,000 | -58.14% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 33,660 | 1,975 | 0.0% | 0.0% | 30 | +1,286 | 3.97% | Q2 2026 | Aug 06, 2026 |
| Gator Capital Management, LLC | History | Reduced | 31,370 | 1,841 | 0.39% | 0.38% | 31 | -4,101 | -11.56% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 31,354 | 1,840 | 0.0% | 0.0% | 32 | -726 | -2.26% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 30,531 | 1,791 | 0.0% | 0.0% | 33 | -536 | -1.73% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 29,351 | 1,722 | 0.0% | 0.0% | 34 | +4,386 | 17.57% | Q2 2026 | Aug 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 27,050 | 1,587 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 25,848 | 1,517 | 0.01% | 0.02% | 36 | -24,000 | -48.15% | Q2 2026 | Aug 14, 2026 |
| SALZHAUER MICHAEL | History | Added to | 25,674 | 1,506 | 0.51% | 0.47% | 37 | +6,250 | 32.18% | Q2 2026 | Jul 20, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 25,197 | 1,478 | 0.01% | 0.01% | 38 | -2,825 | -10.08% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 23,052 | 1,352 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 22,426 | 1,316 | 1.29% | 1.39% | 40 | -40 | -0.18% | Q2 2026 | Jul 31, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 22,411 | 1,315 | 0.0% | 0.0% | 41 | -321 | -1.41% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 22,374 | 1,313 | 0.0% | 0.0% | 42 | +4,070 | 22.24% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 22,241 | 1,305 | 0.0% | 0.0% | 43 | -1,554 | -6.53% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 21,129 | 1,240 | 0.0% | 0.0% | 44 | +3,447 | 19.49% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 19,951 | 1,170 | 0.0% | 0.0% | 45 | +1,065 | 5.64% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 19,873 | 1,166 | 0.0% | 0.0% | 46 | +1,207 | 6.47% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 19,255 | 1,130 | 0.19% | 0.18% | 47 | +21 | 0.11% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 16,555 | 971 | 0.0% | — | 48 | +16,555 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,415 | 963 | 0.0% | 0.0% | 49 | +9,800 | 148.15% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,529 | 911 | 0.0% | 0.0% | 50 | +2,276 | 17.17% | Q2 2026 | Aug 19, 2026 |
| Voleon Capital Management LP | History | Added to | 14,871 | 872 | 0.02% | 0.01% | 51 | +9,966 | 203.18% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Reduced | 14,820 | 869 | 0.01% | 0.01% | 52 | -878 | -5.59% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | Added to | 13,630 | 799 | 0.07% | 0.06% | 53 | +1,016 | 8.05% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Added to | 13,344 | 783 | 0.01% | 0.01% | 54 | +2,263 | 20.42% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 12,471 | 731 | 0.0% | 0.0% | 55 | -1,245 | -9.08% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,390 | 727 | 0.0% | 0.0% | 56 | -2,920 | -19.07% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,208 | 716 | 0.0% | 0.0% | 57 | +233 | 1.95% | Q2 2026 | Jul 29, 2026 |
| Invesco Ltd. | History | Reduced | 12,166 | 714 | 0.0% | 0.0% | 58 | -729 | -5.65% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Added to | 12,139 | 712 | 0.0% | 0.0% | 59 | +2,182 | 21.91% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 11,675 | 685 | 0.0% | 0.0% | 60 | +10 | 0.09% | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, LLC | History | Added to | 11,594 | 680 | 0.03% | 0.04% | 61 | +1,649 | 16.58% | Q2 2026 | Aug 12, 2026 |
| Magnetar Financial LLC | History | Added to | 10,330 | 606 | 0.01% | 0.0% | 62 | +6,234 | 152.2% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 10,267 | 602 | 0.01% | 0.01% | 63 | +207 | 2.06% | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 10,235 | 600 | 0.0% | 0.0% | 64 | +1,318 | 14.78% | Q2 2026 | Aug 11, 2026 |
| ALPS ADVISORS INC | History | Added to | 9,999 | 586 | 0.0% | 0.0% | 65 | +96 | 0.97% | Q2 2026 | Jul 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 9,776 | 573 | 0.0% | 0.0% | 66 | -445 | -4.35% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,600 | 563 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 9,578 | 562 | 0.0% | — | 68 | +9,578 | New | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 9,348 | 548 | 0.03% | 0.02% | 69 | +2,335 | 33.3% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 9,146 | 536 | 0.0% | 0.0% | 70 | -7,925 | -46.42% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,721 | 511 | 0.0% | 0.0% | 71 | +3,815 | 77.76% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 8,676 | 508 | 0.0% | 0.0% | 72 | +1,563 | 21.97% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 8,564 | 502 | 0.0% | 0.0% | 73 | +10 | 0.12% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,469 | 497 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | Added to | 8,014 | 470 | 0.02% | 0.0% | 75 | +5,662 | 240.73% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | New | 7,965 | 467 | 0.07% | — | 76 | +7,965 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 7,819 | 458 | 0.0% | 0.0% | 77 | -981 | -11.15% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,285 | 427 | 0.0% | 0.0% | 78 | +3,373 | 86.22% | Q2 2026 | Aug 07, 2026 |
| Quantbot Technologies LP | History | New | 6,846 | 401 | 0.02% | — | 79 | +6,846 | New | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 6,630 | 389 | 0.0% | 0.0% | 80 | +2,462 | 59.07% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 6,119 | 360 | 0.0% | 0.0% | 81 | +1,172 | 23.69% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 6,130 | 359 | 0.01% | 0.01% | 82 | -600 | -8.92% | Q2 2026 | Aug 14, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 6,113 | 358 | 0.08% | 0.09% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 5,391 | 316 | 0.0% | — | 84 | +5,391 | New | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 5,303 | 311 | 0.0% | 0.0% | 86 | -1,657 | -23.81% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 5,300 | 311 | 0.01% | 0.01% | 85 | -1,000 | -15.87% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 5,252 | 308 | 0.0% | 0.0% | 87 | +7 | 0.13% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 5,029 | 295 | 0.0% | 0.0% | 88 | +3,567 | 243.98% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,696 | 275 | 0.0% | 0.0% | 89 | -136 | -2.81% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 4,612 | 270 | 0.0% | 0.0% | 90 | +566 | 13.99% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,592 | 269 | 0.0% | 0.0% | 92 | +107 | 2.39% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,586 | 269 | 0.0% | 0.0% | 91 | -64 | -1.38% | Q2 2026 | Jul 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 4,560 | 268 | 0.02% | — | 93 | +4,560 | New | Q2 2026 | Aug 06, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 4,214 | 247 | 0.02% | 0.03% | 94 | +18 | 0.43% | Q2 2026 | Jul 31, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,112 | 241 | 0.0% | — | 95 | +4,112 | New | Q2 2026 | Jul 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,030 | 236 | 0.0% | — | 96 | +4,030 | New | Q2 2026 | Jul 29, 2026 |
| Semanteon Capital Management, LP | History | New | 3,992 | 234 | 1.06% | — | 97 | +3,992 | New | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 3,861 | 226 | 0.0% | 0.0% | 98 | +1,800 | 87.34% | Q2 2026 | Jul 29, 2026 |
| Engineers Gate Manager LP | History | Reduced | 3,634 | 213 | 0.0% | 0.0% | 99 | -2,337 | -39.14% | Q2 2026 | Aug 14, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 3,628 | 212 | 0.08% | 0.09% | 100 | +89 | 2.51% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | Reduced | 3,600 | 211 | 0.0% | 0.0% | 101 | -316 | -8.07% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 3,539 | 207 | 0.0% | — | 102 | +3,539 | New | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 3,536 | 207 | 0.0% | — | 103 | +3,536 | New | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 3,520 | 206 | 0.0% | — | 104 | +3,520 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,465 | 203 | 0.0% | 0.0% | 105 | +2,557 | 281.61% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 3,416 | 200 | 0.0% | 0.0% | 106 | -82 | -2.34% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 3,391 | 199 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,826 | 165 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,105 | 123 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Reduced | 1,791 | 105 | 0.0% | 0.0% | 110 | -18 | -1.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | New | 1,765 | 104 | 0.0% | — | 111 | +1,765 | New | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 1,572 | 92 | 0.0% | 0.0% | 112 | +138 | 9.62% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 1,500 | 88 | 0.0% | 0.0% | 113 | +300 | 25.0% | Q2 2026 | Jul 30, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,412 | 81 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CWM, LLC | History | No change | 1,052 | 54 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Added to | 749 | 43 | 0.0% | 0.0% | 116 | +86 | 12.97% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 748 | 43 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 477 | 28 | 0.0% | 0.0% | 118 | +181 | 61.15% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 462 | 27 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 378 | 22 | 0.0% | 0.0% | 120 | +257 | 212.4% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Added to | 336 | 19 | 0.0% | 0.0% | 121 | +54 | 19.15% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 307 | 18 | 0.0% | 0.0% | 122 | -941 | -75.4% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 234 | 13 | 0.0% | — | 123 | +228 | 3800.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 171 | 10 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 103 | 6 | 0.0% | 0.0% | 125 | -293 | -73.99% | Q2 2026 | Aug 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 76 | 4 | 0.0% | 0.0% | 126 | -9 | -10.59% | Q2 2026 | Jul 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 45 | 2 | 0.0% | 0.0% | 127 | +21 | 87.5% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | Reduced | 24 | 1 | 0.0% | 0.0% | 130 | -48 | -66.67% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 128 | -23 | -42.59% | Q2 2026 | Aug 05, 2026 |
| Essential Partners LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 132 | -9 | -32.14% | Q2 2026 | Aug 10, 2026 |
| Covestor Ltd | History | Reduced | 15 | 1 | 0.0% | 0.0% | 131 | -1 | -6.25% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 30 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -12,270 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.03% | — | -11,700 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,803 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,173 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -231 | -100.0% | Q2 2026 | Aug 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10 | 0 | — | — | — | +9 | 900.0% | Q2 2026 | Jul 17, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q2 2026 | Jul 16, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 13 | 0 | — | — | — | +3 | 30.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |