Voyager Technologies, Inc./DE - VOYG
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 | 3,714,279 | 119,785 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Senvest Management, LLC | History | No change | 2,965,788 | 95,646 | 2.81% | 2.81% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,307,088 | 74,403 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,219,954 | 71,593 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,174,538 | 70,128 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,920,229 | 61,927 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 1,917,055 | 61,825 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,876,400 | 60,513 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,813,510 | 58,485 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 1,343,054 | 43,313 | 0.4% | 0.4% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 1,320,717 | 42,593 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEMA ETFS LLC | History | Reduced | 1,171,789 | 35,446 | 1.32% | 1.41% | 12 | -181,696 | -13.42% | Q3 2026 | Oct 16, 2026 |
| Jupiter Topco LLC | History | No change | 1,057,271 | 34,097 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 1,053,006 | 33,959 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 951,677 | 30,691 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International Investors | History | No change | 875,525 | 28,235 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 919,665 | 27,819 | 0.05% | 0.04% | 17 | +47,622 | 5.46% | Q3 2026 | Oct 28, 2026 |
| UBS Group AG | History | No change | 845,531 | 27,268 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 842,350 | 27,168 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 805,891 | 25,989 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 804,855 | 25,956 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 702,839 | 21,260 | 0.01% | 0.01% | 22 | +170,289 | 31.98% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 901,305 | 21,081 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 648,593 | 20,917 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 621,230 | 20,034 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 621,024 | 20,028 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 612,465 | 19,751 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 554,439 | 17,880 | 0.87% | 0.87% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 506,375 | 16,330 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 491,192 | 15,840 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 446,519 | 14,400 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 460,325 | 13,924 | 0.01% | 0.01% | 32 | -7,795 | -1.67% | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 427,258 | 13,779 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 410,251 | 13,230 | 0.45% | 0.45% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 415,522 | 12,615 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 364,029 | 11,739 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 347,568 | 11,209 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 347,285 | 11,199 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 334,898 | 10,800 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 308,680 | 9,954 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 308,187 | 9,939 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 300,000 | 9,675 | 3.41% | 3.41% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mizuho Markets Cayman LP | History | No change | 286,921 | 9,253 | 0.35% | 0.35% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 281,388 | 9,074 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | No change | 269,003 | 8,675 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 266,545 | 8,596 | 0.15% | 0.15% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 260,680 | 8,406 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 250,000 | 8,062 | 0.32% | 0.32% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 265,154 | 8,020 | 2.33% | 1.86% | 49 | +62,428 | 30.79% | Q3 2026 | Nov 03, 2026 |
| FEDERATED HERMES, INC. | History | No change | 245,100 | 7,904 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | No change | 467,214 | 7,808 | 0.12% | 0.12% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Neuberger Berman Group LLC | History | No change | 238,244 | 7,683 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| IMC-Chicago, LLC | History | Reduced | 212,400 | 6,425 | 0.0% | 0.0% | 53 | -40,800 | -16.11% | Q3 2026 | Nov 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 198,652 | 6,406 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 196,156 | 6,326 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Defiance ETFs, LLC | History | No change | 178,272 | 6,027 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 178,745 | 5,764 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 160,411 | 5,173 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 160,339 | 5,170 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 154,525 | 4,983 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 141,141 | 4,551 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanderbilt University | History | No change | 136,925 | 4,141 | 0.5% | 0.61% | 62 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BAMCO INC /NY/ | History | No change | 120,000 | 3,870 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burkehill Global Management, LP | History | No change | 120,000 | 3,870 | 0.14% | 0.14% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 118,479 | 3,820 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 117,683 | 3,795 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 103,805 | 3,347 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 101,200 | 3,263 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 100,524 | 3,241 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 99,509 | 3,209 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 103,712 | 3,137 | 0.01% | 0.01% | 71 | +175 | 0.17% | Q3 2026 | Nov 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 87,153 | 2,810 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 82,675 | 2,666 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 77,684 | 2,505 | 1.38% | 1.38% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 74,743 | 2,410 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lane Generational LLC | History | No change | 71,598 | 2,309 | 2.03% | 2.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 66,714 | 2,151 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 64,943 | 2,094 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 64,308 | 2,073 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evercore Wealth Management, LLC | History | No change | 63,672 | 2,053 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 62,153 | 2,004 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 60,491 | 1,950 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIG BROKERAGE, LP | History | No change | 60,000 | 1,935 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 58,869 | 1,898 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 58,332 | 1,881 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 53,500 | 1,725 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management LLC | History | No change | 50,000 | 1,612 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 49,212 | 1,587 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 48,726 | 1,473 | 0.06% | 0.12% | 89 | -43,726 | -47.3% | Q3 2026 | Oct 21, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 43,235 | 1,395 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 45,397 | 1,373 | 0.01% | 0.01% | 91 | -170 | -0.37% | Q3 2026 | Oct 23, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 42,885 | 1,297 | 0.07% | 0.07% | 92 | -33 | -0.08% | Q3 2026 | Nov 03, 2026 |
| Firsthand Capital Management, Inc. | History | No change | 40,000 | 1,290 | 2.06% | 2.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 37,109 | 1,196 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Saba Capital Management, L.P. | History | No change | 35,984 | 1,160 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skaana Management L.P. | History | No change | 34,900 | 1,125 | 0.24% | 0.24% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 33,868 | 1,092 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 35,945 | 1,087 | 0.05% | 0.06% | 98 | +53 | 0.15% | Q3 2026 | Oct 15, 2026 |
| Swiss National Bank | History | No change | 32,100 | 1,035 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 31,757 | 1,025 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 30,543 | 985 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 29,738 | 959 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 30,931 | 935 | 0.0% | — | 103 | +30,931 | New | Q3 2026 | Nov 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 28,889 | 931 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Biltmore Family Office, LLC | History | Added to | 30,158 | 912 | 0.12% | 0.13% | 105 | +385 | 1.29% | Q3 2026 | Nov 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 27,507 | 832 | 0.0% | 0.01% | 106 | -11,991 | -30.36% | Q3 2026 | Oct 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 24,469 | 789 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 24,400 | 786 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 24,196 | 780 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 21,847 | 704 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 21,608 | 696 | 0.13% | 0.13% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,633 | 694 | 0.0% | 0.0% | 112 | +64 | 0.26% | Q3 2026 | Oct 13, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 21,774 | 658 | 0.07% | 0.14% | 113 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FORA Capital, LLC | History | No change | 19,196 | 619 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 19,156 | 617 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 17,973 | 579 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 17,808 | 574 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Fortis Advisors, LLC | History | No change | 17,563 | 566 | 0.26% | 0.26% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 17,353 | 559 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 17,200 | 554 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| X-Square Capital, LLC | History | No change | 16,980 | 548 | 0.14% | 0.14% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 16,308 | 525 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,088 | 518 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 17,115 | 517 | 0.33% | 0.33% | 124 | -28,850 | -62.77% | Q3 2026 | Oct 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,820 | 510 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 16,811 | 508 | 0.05% | 0.07% | 126 | -2,806 | -14.3% | Q3 2026 | Oct 22, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 16,699 | 505 | 0.21% | 0.28% | 127 | -21,734 | -56.55% | Q3 2026 | Oct 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 15,404 | 496 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,327 | 494 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 14,478 | 466 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 14,443 | 465 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | No change | 14,367 | 463 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 15,154 | 458 | 0.0% | 0.0% | 133 | +6,787 | 81.12% | Q3 2026 | Nov 04, 2026 |
| Arizona State Retirement System | History | New | 14,860 | 449 | 0.0% | — | 134 | +14,860 | New | Q3 2026 | Nov 03, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 14,380 | 434 | 0.0% | 0.0% | 135 | -104 | -0.72% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | Added to | 14,344 | 433 | 0.0% | 0.0% | 136 | +8,089 | 129.32% | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 13,406 | 432 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CastleKnight Management LP | History | No change | 12,700 | 409 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 11,559 | 372 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 11,222 | 361 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 11,566 | 349 | 0.0% | 0.0% | 141 | -949 | -7.58% | Q3 2026 | Oct 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 10,672 | 344 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 10,438 | 336 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,384 | 334 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 10,043 | 323 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Genesis Financial Group, LLC | History | No change | 10,000 | 322 | 0.21% | 0.21% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 9,344 | 301 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | No change | 9,342 | 301 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Advisory, LLC | History | No change | 9,151 | 295 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jefferies Financial Group Inc. | History | No change | 9,136 | 294 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 9,696 | 293 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Shay Capital LLC | History | No change | 9,039 | 291 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 8,812 | 284 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 8,590 | 277 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Proficio Capital Partners LLC | History | No change | 8,244 | 265 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 8,667 | 262 | 0.04% | 0.05% | 156 | -222 | -2.5% | Q3 2026 | Oct 21, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 8,557 | 258 | 0.51% | 0.63% | 157 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cetera Investment Advisers | History | No change | 7,848 | 253 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Richardson Capital Management LLC | History | No change | 8,000 | 242 | 0.1% | 0.11% | 159 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FMR LLC | History | No change | 7,421 | 239 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| nVerses Capital, LLC | History | No change | 7,132 | 230 | 0.35% | 0.35% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 6,979 | 225 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pictet Asset Management Holding SA | History | New | 7,302 | 220 | 0.0% | — | 163 | +7,302 | New | Q3 2026 | Nov 03, 2026 |
| Walleye Trading LLC | History | No change | 6,722 | 216 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 6,709 | 216 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 7,000 | 211 | 0.04% | — | 166 | +7,000 | New | Q3 2026 | Nov 03, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 6,464 | 208 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,652 | 201 | 0.0% | 0.0% | 168 | -342 | -4.89% | Q3 2026 | Nov 02, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 5,500 | 188 | 0.22% | 0.22% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,686 | 183 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 5,518 | 177 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5,423 | 164 | 0.0% | 0.0% | 172 | -669 | -10.98% | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,018 | 161 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,716 | 152 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,659 | 150 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,616 | 148 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 4,458 | 134 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NATIXIS | History | No change | 3,480 | 112 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,400 | 109 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 3,193 | 102 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,399 | 99 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 3,121 | 94 | 0.05% | 0.06% | 183 | -168 | -5.11% | Q3 2026 | Oct 27, 2026 |
| Canton Hathaway, LLC | History | No change | 3,131 | 94 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| KBC Group NV | History | New | 2,900 | 88 | 0.0% | — | 184 | +2,900 | New | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,750 | 83 | 0.0% | 0.0% | 185 | -108 | -3.78% | Q3 2026 | Oct 20, 2026 |
| Leonteq Securities AG | History | Added to | 2,328 | 70 | 0.0% | 0.0% | 186 | +328 | 16.4% | Q3 2026 | Oct 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,158 | 69 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,945 | 62 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FNY Investment Advisers, LLC | History | No change | 2,000 | 60 | 0.01% | 0.02% | 189 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,827 | 55 | 0.0% | 0.0% | 190 | +361 | 24.62% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,730 | 52 | 0.0% | 0.0% | 191 | +1,548 | 850.55% | Q3 2026 | Oct 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,496 | 45 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Blue Trust, Inc. | History | Added to | 1,344 | 40 | 0.0% | 0.0% | 193 | +421 | 45.61% | Q3 2026 | Oct 15, 2026 |
| DV Trading LLC | History | No change | 1,155 | 37 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1,200 | 36 | 0.0% | 0.08% | 195 | -16,787 | -93.33% | Q3 2026 | Oct 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,098 | 33 | 0.0% | 0.0% | 196 | +440 | 66.87% | Q3 2026 | Oct 01, 2026 |
| Fulcrum Asset Management LLP | History | New | 925 | 28 | 0.0% | — | 198 | +925 | New | Q3 2026 | Nov 04, 2026 |
| US BANCORP \DE\ | History | No change | 883 | 28 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 841 | 27 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 723 | 21 | 0.0% | 0.0% | 200 | +324 | 81.2% | Q3 2026 | Oct 08, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 500 | 16 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 550 | 16 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Strive Financial Group ,LLC | History | No change | 500 | 16 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 474 | 15 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 457 | 13 | 0.0% | 0.0% | 205 | +213 | 87.3% | Q3 2026 | Nov 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 400 | 12 | 0.0% | 0.0% | 206 | +127 | 46.52% | Q3 2026 | Oct 08, 2026 |
| Quarry LP | History | No change | 386 | 12 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 400 | 12 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 284 | 8 | 0.0% | — | 212 | +284 | New | Q3 2026 | Oct 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 250 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 256 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Burnham & Co LLC | History | No change | 250 | 8 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 242 | 7 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 227 | 6 | 0.0% | — | 216 | +227 | New | Q3 2026 | Nov 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 200 | 6 | 0.0% | — | 215 | +200 | New | Q3 2026 | Oct 22, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 210 | 6 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 155 | 5 | 0.0% | — | 219 | +155 | New | Q3 2026 | Oct 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 196 | 5 | 0.0% | 0.0% | 218 | +116 | 145.0% | Q3 2026 | Oct 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 150 | 5 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Parkside Financial Bank & Trust | History | New | 165 | 4 | 0.0% | — | 221 | +165 | New | Q3 2026 | Oct 27, 2026 |
| Hurley Capital, LLC | History | No change | 144 | 4 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 110 | 3 | 0.0% | 0.0% | 222 | +10 | 10.0% | Q3 2026 | Oct 23, 2026 |
| Investors Research Corp | History | No change | 105 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Aventura Private Wealth, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Essential Partners LLC | History | Reduced | 86 | 2 | 0.0% | 0.0% | 227 | -13 | -13.13% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 56 | 1 | 0.0% | — | 232 | +56 | New | Q3 2026 | Oct 21, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 41 | 1 | 0.0% | — | 233 | +41 | New | Q3 2026 | Oct 16, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 60 | 1 | 0.0% | 0.0% | 231 | -37 | -38.14% | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 62 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -38,263 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,068 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,956 | -100.0% | Q3 2026 | Oct 16, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,805 | -100.0% | Q3 2026 | Oct 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,200 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2026 | Oct 19, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 08, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 24 | 0 | — | 0.0% | — | -25 | -51.02% | Q3 2026 | Oct 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Burk Holdings LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Nov 03, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Ascentis Wealth Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Nov 03, 2026 |
| Covestor Ltd | History | Reduced | 10 | 0 | — | — | — | -4 | -28.57% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Added to | 12 | 0 | — | — | — | +3 | 33.33% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q3 2026 | Oct 26, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Truvestments Capital LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPL Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |