UPBOUND GROUP, INC. - UPBD
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 | 9,152,511 | 194,216 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,234,326 | 89,852 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 3,312,579 | 70,292 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,744,730 | 58,241 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 2,468,483 | 53,317 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,407,712 | 51,091 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,327,538 | 49,390 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,280,279 | 48,388 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 1,770,257 | 37,564 | 0.17% | 0.17% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,468,034 | 31,157 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 1,189,215 | 25,235 | 0.68% | 0.68% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,155,346 | 24,516 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,104,571 | 23,438 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Huber Capital Management LLC | History | No change | 1,061,869 | 22,532 | 3.32% | 3.32% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,047,419 | 22,226 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 888,866 | 18,861 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 853,179 | 18,104 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 831,810 | 17,651 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 720,150 | 15,281 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 709,357 | 15,052 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 675,057 | 14,324 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 651,996 | 13,835 | 0.24% | 0.24% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 579,041 | 12,287 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 522,258 | 11,082 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Pacer Advisors, Inc. | History | No change | 450,923 | 9,569 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 410,710 | 8,715 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 394,376 | 8,368 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisors Asset Management, Inc. | History | No change | 357,337 | 7,582 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 354,744 | 7,527 | 0.13% | 0.13% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 348,824 | 7,402 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 321,099 | 6,813 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 307,996 | 6,535 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CSM Advisors, LLC | History | No change | 306,014 | 6,494 | 0.14% | 0.14% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 296,542 | 6,292 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 294,594 | 6,251 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 286,621 | 6,082 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 271,002 | 5,750 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 262,831 | 5,577 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 258,000 | 5,474 | 1.29% | 1.29% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 251,447 | 5,335 | 0.17% | 0.17% | 40 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Empowered Funds, LLC | History | No change | 236,744 | 5,023 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 234,921 | 4,985 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 221,265 | 4,695 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | New | 294,173 | 4,619 | 0.13% | — | 44 | +294,173 | New | Q3 2026 | Oct 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 192,157 | 4,077 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 188,883 | 4,008 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 182,312 | 3,868 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 182,289 | 3,868 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 180,319 | 3,826 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 180,284 | 3,825 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 179,366 | 3,806 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 168,344 | 3,572 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 158,362 | 3,362 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 157,506 | 3,342 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 155,595 | 3,301 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 154,942 | 3,268 | 0.23% | 0.23% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sepio Capital, LP | History | No change | 144,609 | 3,068 | 0.15% | 0.15% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 143,592 | 3,047 | 0.2% | 0.2% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 142,832 | 3,030 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 141,470 | 3,002 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 136,873 | 2,904 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 136,656 | 2,899 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 135,250 | 2,870 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 131,517 | 2,790 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 131,437 | 2,789 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 127,100 | 2,697 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 124,926 | 2,651 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 118,300 | 2,510 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 118,017 | 2,504 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 115,280 | 2,446 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 114,141 | 2,422 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLARK ESTATES INC/NY | History | No change | 113,000 | 2,397 | 0.55% | 0.55% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALGERT GLOBAL LLC | History | No change | 109,568 | 2,325 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 105,000 | 2,228 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 101,959 | 2,163 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 98,304 | 2,086 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 91,393 | 1,939 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Venture Visionary Partners LLC | History | No change | 91,367 | 1,938 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Point72 Asset Management, L.P. | History | No change | 90,403 | 1,918 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 90,139 | 1,912 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 88,798 | 1,885 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 85,860 | 1,821 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 83,200 | 1,765 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 82,978 | 1,760 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Financial Group LLC | History | No change | 82,907 | 1,759 | 0.48% | 0.48% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 76,108 | 1,615 | 0.15% | 0.15% | 86 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 74,030 | 1,570 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 72,880 | 1,546 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 68,727 | 1,485 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 67,585 | 1,434 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 63,228 | 1,341 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 62,920 | 1,335 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mork Capital Management, LLC | History | No change | 62,610 | 1,328 | 0.85% | 0.85% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 71,528 | 1,291 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 59,325 | 1,258 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | No change | 58,810 | 1,247 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kendall Capital Management | History | No change | 58,130 | 1,233 | 0.21% | 0.21% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 57,253 | 1,214 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 57,072 | 1,211 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 56,129 | 1,191 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 55,472 | 1,177 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 55,050 | 1,168 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 54,793 | 1,162 | 0.28% | 0.28% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 53,604 | 1,137 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 48,430 | 1,027 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 47,828 | 1,014 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Squarepoint Ops LLC | History | No change | 46,588 | 988 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 42,320 | 898 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 42,271 | 896 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 41,862 | 888 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 41,530 | 881 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | No change | 39,836 | 838 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 37,945 | 805 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Wealth | History | No change | 37,140 | 788 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Global Investments | History | No change | 36,700 | 779 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 34,452 | 731 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 33,086 | 702 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | No change | 32,830 | 696 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 32,590 | 691 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 32,482 | 689 | 0.25% | 0.25% | 120 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 32,482 | 689 | 0.16% | 0.16% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 32,350 | 686 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vinva Investment Management Ltd | History | No change | 21,678 | 657 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 30,726 | 652 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 30,530 | 647 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 29,660 | 629 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 29,413 | 622 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Walleye Capital LLC | History | No change | 28,637 | 607 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversified Trust Co | History | No change | 28,489 | 604 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Blueshift Asset Management, LLC | History | No change | 26,864 | 570 | 0.13% | 0.13% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 26,048 | 552 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 25,335 | 537 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 24,700 | 524 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 23,555 | 499 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 23,051 | 489 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | No change | 23,000 | 488 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFG Investments, LLC | History | No change | 22,708 | 481 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Freestone Grove Partners LP | History | No change | 22,574 | 479 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 22,236 | 471 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 21,651 | 459 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 21,676 | 459 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 21,277 | 451 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 20,667 | 438 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| State of Alaska, Department of Revenue | History | No change | 20,463 | 433 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quadrature Capital Ltd | History | No change | 19,953 | 423 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 19,365 | 410 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 18,820 | 399 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 18,579 | 394 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 18,499 | 392 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 17,900 | 379 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| CoreCap Advisors, LLC | History | No change | 17,404 | 369 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,860 | 357 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Krane Funds Advisors LLC | History | No change | 15,987 | 339 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,737 | 333 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,612 | 331 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 14,572 | 314 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brevan Howard Capital Management LP | History | No change | 14,801 | 314 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | No change | 14,433 | 306 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | No change | 14,183 | 301 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 13,866 | 294 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 13,632 | 289 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 13,151 | 279 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 13,049 | 276 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 12,797 | 271 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optimist Retirement Group LLC | History | No change | 12,454 | 264 | 0.1% | 0.1% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 12,441 | 263 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,800 | 254 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 11,916 | 252 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 11,817 | 250 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,710 | 248 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 11,563 | 245 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 11,588 | 245 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,337 | 240 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SummitTX Capital, L.P. | History | No change | 11,180 | 237 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,168 | 236 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 10,719 | 227 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tidal Investments LLC | History | No change | 10,596 | 224 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 9,584 | 203 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAXON INTERESTS, INC. | History | No change | 9,495 | 201 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 8,652 | 183 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 8,594 | 182 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,390 | 136 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Palouse Capital Management, Inc. | History | No change | 5,807 | 123 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Arax Advisory Partners | History | No change | 5,690 | 120 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,309 | 112 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,015 | 106 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,330 | 91 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,281 | 90 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 3,360 | 71 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,310 | 70 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,754 | 58 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KBC Group NV | History | No change | 2,454 | 52 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Security National Bank | History | No change | 2,470 | 52 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | No change | 2,352 | 49 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 2,167 | 45 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,748 | 37 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,500 | 31 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,344 | 28 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,303 | 27 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 1,214 | 25 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sterling Capital Management LLC | History | No change | 1,114 | 23 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,000 | 21 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,082 | 19 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 821 | 17 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 750 | 15 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 653 | 13 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Purpose Unlimited Inc. | History | No change | 600 | 12 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 597 | 12 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 545 | 11 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Covestor Ltd | History | No change | 512 | 11 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 489 | 10 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 448 | 9 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 461 | 9 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 432 | 9 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 406 | 8 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 384 | 8 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Versant Capital Management, Inc | History | Reduced | 459 | 7 | 0.0% | 0.0% | 219 | -734 | -61.53% | Q3 2026 | Oct 01, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 335 | 7 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 374 | 7 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 338 | 7 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nykredit A/S | History | No change | 367 | 7 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BESSEMER GROUP INC | History | No change | 259 | 6 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 291 | 6 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Optiver Holding B.V. | History | No change | 312 | 6 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 250 | 5 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 269 | 5 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Group, LTD | History | No change | 240 | 5 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 224 | 4 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 151 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 132 | 2 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 107 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SJS Investment Consulting Inc. | History | No change | 136 | 2 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 98 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stone House Investment Management, LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SBI Securities Co., Ltd. | History | No change | 85 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 50 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 66 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Financial Management LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fulcrum Asset Management LLP | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Avion Wealth | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Davis Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Evolution Advisers, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arlington Trust Co LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ankerstar Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paladin Partners, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |