VILLAGE SUPER MARKET INC - VLGEA
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 | 780,235 | 32,910 | 0.0% | 0.0% | 1 | +63,906 | 8.92% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 742,855 | 31,333 | 0.01% | 0.01% | 2 | +5,173 | 0.7% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 514,096 | 21,684 | 0.01% | 0.01% | 3 | +87,163 | 20.42% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 440,384 | 18,575 | 0.03% | 0.03% | 4 | -23,700 | -5.11% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 403,610 | 17,024 | 0.0% | 0.0% | 5 | +7,698 | 1.94% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 399,653 | 16,857 | 0.78% | 0.91% | 6 | +8,439 | 2.16% | Q2 2026 | Aug 04, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 396,509 | 16,724 | 0.33% | 0.39% | 7 | -8,803 | -2.17% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 250,092 | 10,551 | 0.0% | 0.0% | 8 | +27,435 | 12.32% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 218,948 | 9,235 | 0.0% | 0.0% | 9 | +10,526 | 5.05% | Q2 2026 | Sep 22, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 187,500 | 7,908 | 0.07% | 0.08% | 10 | +2,000 | 1.08% | Q2 2026 | Aug 12, 2026 |
| Bulldog Investors, LLP | History | No change | 170,515 | 7,192 | 1.58% | 1.62% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 167,482 | 7,064 | 0.0% | 0.0% | 12 | -3,063 | -1.8% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 156,507 | 6,601 | 0.12% | 0.13% | 13 | +4,876 | 3.22% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 144,035 | 6,075 | 0.05% | 0.05% | 14 | +14,465 | 11.16% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 114,054 | 4,864 | 0.01% | 0.01% | 15 | +18,164 | 18.94% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 110,803 | 4,673 | 0.0% | 0.0% | 16 | -33,584 | -23.26% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 103,667 | 4,372 | 0.0% | 0.0% | 17 | +2,021 | 1.99% | Q2 2026 | Aug 06, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 92,571 | 3,905 | 0.01% | 0.01% | 18 | -3,100 | -3.24% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 91,440 | 3,856 | 0.0% | 0.0% | 19 | +5,887 | 6.88% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 90,257 | 3,807 | 0.02% | 0.02% | 20 | +4,876 | 5.71% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 85,361 | 3,600 | 0.0% | 0.0% | 21 | +5,127 | 6.39% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 75,080 | 3,166 | 0.0% | 0.0% | 22 | +10,834 | 16.86% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 71,462 | 3,014 | 0.0% | 0.0% | 23 | -5,650 | -7.33% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 68,947 | 2,908 | 0.0% | 0.0% | 24 | +15,448 | 28.88% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 61,534 | 2,595 | 0.0% | 0.0% | 25 | +2,392 | 4.04% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 58,355 | 2,461 | 0.02% | 0.02% | 26 | -11,445 | -16.4% | Q2 2026 | Aug 12, 2026 |
| AEGIS FINANCIAL CORP | History | No change | 55,733 | 2,350 | 0.37% | 0.41% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | Added to | 53,660 | 2,263 | 0.0% | 0.0% | 28 | +3,183 | 6.31% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 53,254 | 2,246 | 0.0% | 0.0% | 29 | +3,981 | 8.08% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 51,757 | 2,184 | 0.0% | 0.0% | 30 | -5,512 | -9.62% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 51,637 | 2,178 | 0.0% | 0.0% | 31 | +7,206 | 16.22% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 50,000 | 2,109 | 0.11% | 0.13% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Reduced | 48,133 | 2,030 | 0.0% | 0.0% | 33 | -24,886 | -34.08% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 43,171 | 1,820 | 0.0% | 0.0% | 34 | +130 | 0.3% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 39,484 | 1,665 | 0.0% | 0.0% | 35 | +18,172 | 85.27% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 31,730 | 1,338 | 0.01% | 0.01% | 36 | +719 | 2.32% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 31,069 | 1,310 | 0.0% | 0.0% | 37 | +1,324 | 4.45% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 30,412 | 1,282 | 0.0% | 0.0% | 38 | -4,869 | -13.8% | Q2 2026 | Aug 13, 2026 |
| Uncommon Cents Investing LLC | History | Reduced | 30,285 | 1,277 | 0.28% | 0.3% | 39 | -25 | -0.08% | Q2 2026 | Jul 20, 2026 |
| Value Investment Professionals, LLC | History | Added to | 26,846 | 1,132 | 0.95% | 1.04% | 40 | +23 | 0.09% | Q2 2026 | Jul 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 26,591 | 1,121 | 0.0% | 0.0% | 41 | -1,172 | -4.22% | Q2 2026 | Aug 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 24,229 | 1,021 | 0.02% | 0.02% | 42 | +3,700 | 18.02% | Q2 2026 | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 22,606 | 953 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 21,246 | 896 | 0.0% | 0.0% | 44 | +12,336 | 138.45% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 20,807 | 877 | 0.0% | 0.0% | 45 | +3,047 | 17.16% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 19,146 | 808 | 0.0% | 0.0% | 46 | +1,469 | 8.31% | Q2 2026 | Aug 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 17,981 | 758 | 0.0% | 0.0% | 47 | -119 | -0.66% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 17,805 | 751 | 0.0% | 0.0% | 48 | +2,475 | 16.14% | Q2 2026 | Aug 11, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 17,782 | 750 | 0.05% | 0.05% | 49 | +8,891 | 100.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 15,672 | 661 | 0.0% | — | 50 | +15,672 | New | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 15,380 | 648 | 0.0% | — | 51 | +15,380 | New | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 14,995 | 632 | 0.0% | 0.0% | 52 | -5,044 | -25.17% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 14,503 | 611 | 0.0% | 0.0% | 53 | +6,305 | 76.91% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | Added to | 13,494 | 569 | 0.0% | 0.0% | 54 | +3,957 | 41.49% | Q2 2026 | Aug 06, 2026 |
| DGS Capital Management, LLC | History | No change | 13,414 | 566 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 13,233 | 558 | 0.0% | 0.0% | 56 | -15,293 | -53.61% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 13,148 | 554 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 13,061 | 550 | 0.01% | 0.01% | 58 | +3,413 | 35.38% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | New | 13,006 | 548 | 0.0% | — | 59 | +13,006 | New | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,831 | 541 | 0.0% | 0.0% | 60 | +985 | 8.32% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 12,724 | 536 | 0.0% | 0.0% | 61 | -1,151 | -8.3% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 12,144 | 512 | 0.0% | 0.0% | 62 | -5 | -0.04% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 11,470 | 484 | 0.0% | 0.0% | 63 | +100 | 0.88% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Reduced | 10,576 | 446 | 0.0% | 0.01% | 64 | -16,246 | -60.57% | Q2 2026 | Aug 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 10,000 | 421 | 0.02% | 0.04% | 65 | -2,500 | -20.0% | Q2 2026 | Aug 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 9,658 | 407 | 0.0% | 0.0% | 66 | -451 | -4.46% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 9,582 | 404 | 0.0% | 0.0% | 67 | +520 | 5.74% | Q2 2026 | Aug 11, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 9,245 | 389 | 0.09% | 0.02% | 68 | +7,424 | 407.69% | Q2 2026 | Jul 21, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,157 | 386 | 0.0% | 0.0% | 69 | +1,369 | 17.58% | Q2 2026 | Aug 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,100 | 383 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,481 | 357 | 0.0% | 0.0% | 71 | +4,922 | 138.3% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 8,177 | 344 | 0.01% | 0.0% | 72 | +396 | 5.09% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 7,880 | 332 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verdad Advisers, LP | History | New | 7,770 | 327 | 0.31% | — | 74 | +7,770 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 7,700 | 325 | 0.0% | 0.0% | 75 | +1,251 | 19.4% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,455 | 314 | 0.0% | 0.0% | 76 | +4,619 | 162.87% | Q2 2026 | Aug 06, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 7,285 | 307 | 0.0% | 0.0% | 77 | +682 | 10.33% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 6,800 | 286 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 6,316 | 266 | 0.06% | 0.08% | 79 | -529 | -7.73% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Added to | 6,184 | 260 | 0.0% | 0.0% | 81 | +1,228 | 24.78% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 6,173 | 260 | 0.0% | 0.0% | 80 | +133 | 2.2% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 5,518 | 232 | 0.0% | 0.0% | 82 | +765 | 16.1% | Q2 2026 | Aug 13, 2026 |
| JMN Financial LLC | History | New | 5,383 | 227 | 0.18% | — | 83 | +5,383 | New | Q2 2026 | Aug 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 4,909 | 207 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 4,869 | 205 | 0.0% | 0.0% | 85 | -239 | -4.68% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,299 | 181 | 0.0% | 0.0% | 86 | -57 | -1.31% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,074 | 171 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,847 | 162 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,701 | 113 | 0.0% | 0.0% | 89 | +156 | 6.13% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,393 | 100 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,365 | 99 | 0.0% | 0.0% | 91 | -11 | -0.46% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 2,099 | 88 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,760 | 73 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | Added to | 1,729 | 72 | 0.0% | 0.0% | 94 | +1,542 | 824.6% | Q2 2026 | Jul 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,700 | 71 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Abound Wealth Management | History | No change | 1,500 | 63 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BARCLAYS PLC | History | Reduced | 1,475 | 62 | 0.0% | 0.0% | 97 | -529 | -26.4% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 1,155 | 49 | 0.0% | 0.0% | 98 | -87 | -7.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,140 | 48 | 0.0% | 0.0% | 99 | -431 | -27.43% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,131 | 47 | 0.0% | 0.0% | 100 | +540 | 91.37% | Q2 2026 | Jul 23, 2026 |
| Legal & General Group Plc | History | Added to | 955 | 40 | 0.0% | 0.0% | 101 | +120 | 14.37% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 944 | 39 | 0.0% | 0.0% | 102 | -122 | -11.44% | Q2 2026 | Jul 22, 2026 |
| STRS OHIO | History | New | 900 | 37 | 0.0% | — | 103 | +900 | New | Q2 2026 | Jul 30, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 791 | 33 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 759 | 32 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 507 | 21 | 0.0% | 0.0% | 107 | +462 | 1026.67% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 519 | 21 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 480 | 20 | 0.0% | 0.0% | 110 | -335 | -41.1% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | Added to | 482 | 20 | 0.0% | 0.0% | 108 | +182 | 60.67% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 485 | 20 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Allworth Financial LP | History | Added to | 317 | 13 | 0.0% | 0.0% | 111 | +11 | 3.59% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 12 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 258 | 11 | 0.0% | — | 113 | +252 | 4200.0% | Q2 2026 | Aug 14, 2026 |
| High Point Wealth Management, LLC | History | Added to | 268 | 11 | 0.01% | 0.01% | 114 | +2 | 0.75% | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | Reduced | 240 | 10 | 0.01% | 0.01% | 115 | -72 | -23.08% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 209 | 9 | 0.0% | 0.0% | 116 | -104 | -33.23% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 189 | 7 | 0.0% | 0.0% | 117 | -114 | -37.62% | Q2 2026 | Jul 28, 2026 |
| Smithfield Trust Co | History | No change | 142 | 6 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 129 | 5 | 0.0% | 0.0% | 120 | -367 | -73.99% | Q2 2026 | Aug 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 119 | 5 | 0.0% | 0.0% | 119 | +69 | 138.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 137 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 102 | 4 | 0.0% | — | 124 | +102 | New | Q2 2026 | Jul 27, 2026 |
| WealthCollab, LLC | History | Reduced | 118 | 4 | 0.0% | 0.0% | 123 | -62 | -34.44% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 113 | 4 | 0.0% | 0.0% | 122 | -13 | -10.32% | Q2 2026 | Aug 05, 2026 |
| Quarry LP | History | New | 91 | 3 | 0.0% | — | 127 | +91 | New | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 83 | 3 | 0.0% | 0.0% | 125 | +40 | 93.02% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Added to | 74 | 3 | 0.0% | 0.0% | 126 | +5 | 7.25% | Q2 2026 | Jul 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 63 | 2 | 0.0% | — | 133 | +63 | New | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 49 | 2 | 0.0% | 0.0% | 132 | -16 | -24.62% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 57 | 2 | 0.0% | 0.0% | 130 | -1 | -1.72% | Q2 2026 | Jul 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 54 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ASSETMARK, INC | History | No change | 48 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Financial Management LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Optiver Holding B.V. | History | Reduced | 26 | 1 | 0.0% | 0.0% | 136 | -56 | -68.29% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | New | 45 | 1 | 0.0% | — | 139 | +45 | New | Q2 2026 | Aug 12, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avion Wealth | History | No change | 38 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ares Financial Consulting, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,841 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,874 | -100.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,398 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,152 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,718 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -908 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -608 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q2 2026 | Aug 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 22 | 0 | — | — | — | +22 | New | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q2 2026 | Jul 29, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 8 | 0 | — | — | — | -15 | -65.22% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q2 2026 | Jul 16, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Torren Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |