Walker & Dunlop, Inc. - WD
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 | 5,294,589 | 289,614 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,081,971 | 113,883 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,622,038 | 88,725 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,493,413 | 81,689 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,280,019 | 70,018 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 1,159,668 | 63,433 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,311,353 | 58,197 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,571,250 | 55,169 | 0.01% | 0.01% | 8 | +112,690 | 7.73% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 872,309 | 47,724 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 676,507 | 37,004 | 0.3% | 0.3% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 671,312 | 36,720 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 608,086 | 32,813 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 555,439 | 30,382 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 541,414 | 29,615 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 531,654 | 29,081 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 481,276 | 26,325 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | No change | 450,000 | 24,223 | 0.19% | 0.19% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 395,344 | 21,625 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 394,359 | 21,571 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 373,617 | 20,436 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 366,261 | 20,034 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 329,771 | 18,038 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 260,953 | 14,274 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 239,143 | 13,081 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 225,710 | 12,346 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 168,234 | 9,202 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 155,974 | 8,531 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 143,087 | 7,826 | 0.13% | 0.13% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 133,040 | 7,277 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRATIA CAPITAL, LLC | History | No change | 132,919 | 7,270 | 4.4% | 4.4% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 126,632 | 6,926 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | New | 193,529 | 6,794 | 0.31% | — | 32 | +193,529 | New | Q3 2026 | Nov 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 121,602 | 6,652 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 120,882 | 6,612 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 188,234 | 6,608 | 0.0% | 0.0% | 35 | -2,889 | -1.51% | Q3 2026 | Nov 05, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 120,376 | 6,584 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 115,714 | 6,329 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 112,410 | 6,148 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 108,851 | 5,954 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invenomic Capital Management LP | History | No change | 106,881 | 5,846 | 0.35% | 0.35% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 105,911 | 5,793 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 164,024 | 5,758 | 0.0% | 0.0% | 42 | -1,885 | -1.14% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 98,464 | 5,385 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 93,150 | 5,095 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 138,401 | 4,859 | 0.24% | 0.4% | 45 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| RHUMBLINE ADVISERS | History | No change | 88,821 | 4,858 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 85,052 | 4,652 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 81,380 | 4,451 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 78,931 | 4,317 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 77,452 | 4,236 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 75,502 | 4,129 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 68,840 | 3,765 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 66,800 | 3,653 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 66,238 | 3,623 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 66,046 | 3,612 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 53,079 | 2,903 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 48,262 | 2,639 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 46,932 | 2,568 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resolute Capital Asset Partners LLC | History | No change | 45,000 | 2,461 | 1.05% | 1.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARGA Investment Management, LP | History | Added to | 69,535 | 2,441 | 0.06% | 0.05% | 60 | +33,906 | 95.16% | Q3 2026 | Oct 30, 2026 |
| Mariner, LLC | History | No change | 42,335 | 2,315 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 41,926 | 2,293 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 40,874 | 2,235 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 62,463 | 2,193 | 0.09% | 0.4% | 64 | -76,092 | -54.92% | Q3 2026 | Oct 26, 2026 |
| PDT Partners, LLC | History | No change | 39,922 | 2,183 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 38,749 | 2,119 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 38,391 | 2,099 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 38,251 | 2,092 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 37,203 | 2,035 | 0.42% | 0.42% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 36,309 | 1,986 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 35,395 | 1,936 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 33,840 | 1,851 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 31,830 | 1,741 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 31,700 | 1,733 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 31,231 | 1,708 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 47,650 | 1,673 | 0.0% | 0.0% | 76 | -1,000 | -2.06% | Q3 2026 | Oct 22, 2026 |
| HighTower Advisors, LLC | History | No change | 30,120 | 1,647 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 29,076 | 1,590 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 44,463 | 1,561 | 0.0% | 0.0% | 79 | +13,243 | 42.42% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 28,400 | 1,553 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 28,262 | 1,545 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 26,804 | 1,466 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 26,724 | 1,461 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 37,597 | 1,320 | 0.0% | 0.0% | 84 | -855 | -2.22% | Q3 2026 | Nov 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 23,354 | 1,277 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 22,710 | 1,242 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VARCOV Co. | History | No change | 22,646 | 1,238 | 0.47% | 0.47% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 22,362 | 1,223 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 21,054 | 1,151 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 19,752 | 1,080 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEINBERG ASSET MANAGEMENT LLC | History | Reduced | 30,275 | 1,062 | 0.69% | 1.03% | 91 | -59 | -0.19% | Q3 2026 | Oct 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 19,226 | 1,052 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 18,340 | 1,003 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 17,587 | 962 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 16,753 | 916 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Holocene Advisors, LP | History | No change | 16,265 | 889 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DBA TRADING, LLC | History | New | 25,000 | 877 | 1.48% | — | 97 | +25,000 | New | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 15,974 | 873 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 15,700 | 858 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 15,520 | 848 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 14,773 | 808 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 21,832 | 767 | 0.0% | 0.0% | 102 | -712 | -3.16% | Q3 2026 | Nov 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,900 | 760 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 13,541 | 740 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carson Advisory Inc. | History | No change | 13,500 | 738 | 0.34% | 0.34% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GatePass Capital, LLC | History | No change | 13,427 | 734 | 0.28% | 0.28% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,172 | 720 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 12,828 | 701 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 12,787 | 699 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 12,300 | 672 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 11,975 | 655 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | No change | 11,600 | 634 | 0.15% | 0.15% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,383 | 622 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 11,232 | 614 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 17,441 | 612 | 0.01% | 0.01% | 115 | -340 | -1.91% | Q3 2026 | Nov 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,103 | 607 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,958 | 598 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,758 | 588 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,451 | 572 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arax Advisory Partners | History | No change | 10,112 | 553 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Entropy Technologies, LP | History | No change | 10,089 | 551 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,983 | 546 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 9,991 | 546 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 9,685 | 529 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,600 | 512 | 0.01% | 0.01% | 125 | -400 | -2.67% | Q3 2026 | Oct 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 14,340 | 503 | 0.0% | 0.0% | 126 | -153 | -1.06% | Q3 2026 | Nov 02, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 9,154 | 500 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 14,172 | 498 | 0.03% | 0.04% | 128 | +4,473 | 46.12% | Q3 2026 | Oct 22, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 8,739 | 478 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 7,575 | 414 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Financial Group, LTD | History | No change | 7,476 | 408 | 0.29% | 0.29% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 7,444 | 407 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brevan Howard Capital Management LP | History | No change | 7,416 | 405 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 7,395 | 404 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,300 | 399 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First American Bank | History | No change | 11,108 | 390 | 0.02% | 0.03% | 136 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| FMR LLC | History | No change | 6,948 | 380 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,468 | 353 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 9,426 | 330 | 0.0% | 0.0% | 141 | +195 | 2.11% | Q3 2026 | Nov 03, 2026 |
| BARCLAYS PLC | History | No change | 6,051 | 330 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 9,400 | 330 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 5,989 | 327 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Centiva Capital, LP | History | No change | 5,941 | 324 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,885 | 312 | 0.0% | 0.0% | 144 | -324 | -3.52% | Q3 2026 | Oct 23, 2026 |
| CHOREO, LLC | History | Added to | 8,775 | 308 | 0.0% | 0.0% | 145 | +3,039 | 52.98% | Q3 2026 | Oct 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,737 | 306 | 0.0% | 0.01% | 146 | -351 | -3.86% | Q3 2026 | Oct 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 5,239 | 286 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 8,088 | 283 | 0.0% | — | 149 | +8,088 | New | Q3 2026 | Nov 03, 2026 |
| Focus Partners Wealth | History | No change | 5,175 | 283 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,999 | 280 | 0.0% | 0.0% | 150 | +323 | 4.21% | Q3 2026 | Nov 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 5,116 | 279 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,090 | 278 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dempze Nancy E | History | No change | 5,000 | 273 | 0.13% | 0.13% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,704 | 270 | 0.0% | 0.0% | 154 | -100 | -1.28% | Q3 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,952 | 270 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Amundi | History | No change | 4,713 | 257 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,285 | 255 | 0.0% | 0.01% | 157 | -5,464 | -42.86% | Q3 2026 | Oct 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,470 | 244 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,298 | 235 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,265 | 233 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 3,884 | 212 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,782 | 206 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,975 | 205 | 0.0% | 0.0% | 163 | -9,327 | -60.95% | Q3 2026 | Oct 13, 2026 |
| R Squared Ltd | History | No change | 3,763 | 205 | 0.11% | 0.11% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,726 | 203 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,783 | 203 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,072 | 168 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,356 | 128 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,230 | 121 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 2,046 | 111 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 2,000 | 109 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Wyoming | History | New | 3,030 | 106 | 0.01% | — | 173 | +3,030 | New | Q3 2026 | Oct 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,946 | 106 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,759 | 96 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,717 | 93 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,691 | 92 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,982 | 69 | 0.0% | 0.0% | 177 | -21 | -1.05% | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,149 | 63 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,069 | 58 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,561 | 54 | 0.0% | 0.0% | 180 | +795 | 103.79% | Q3 2026 | Nov 03, 2026 |
| Nykredit A/S | History | No change | 951 | 52 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| KBC Group NV | History | No change | 1,136 | 40 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,070 | 37 | 0.0% | 0.0% | 183 | +556 | 108.17% | Q3 2026 | Oct 23, 2026 |
| Quantbot Technologies LP | History | No change | 640 | 35 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 859 | 30 | 0.0% | 0.0% | 185 | -129 | -13.06% | Q3 2026 | Oct 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 740 | 25 | 0.0% | 0.0% | 187 | -9,276 | -92.61% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | Added to | 714 | 25 | 0.0% | 0.0% | 186 | +119 | 20.0% | Q3 2026 | Nov 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 454 | 24 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 659 | 23 | 0.0% | 0.0% | 189 | -23 | -3.37% | Q3 2026 | Oct 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 401 | 21 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 333 | 18 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 337 | 18 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 315 | 17 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 300 | 16 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 300 | 16 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 279 | 15 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 260 | 14 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 400 | 14 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 377 | 13 | 0.0% | 0.0% | 201 | -112 | -22.9% | Q3 2026 | Oct 16, 2026 |
| BESSEMER GROUP INC | History | No change | 230 | 13 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 242 | 13 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 234 | 12 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 317 | 11 | 0.0% | 0.0% | 203 | +156 | 96.89% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 290 | 10 | 0.0% | 0.0% | 205 | -458 | -61.23% | Q3 2026 | Oct 08, 2026 |
| Colonial Trust Advisors | History | No change | 200 | 10 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 277 | 9 | 0.0% | 0.02% | 206 | -554 | -66.67% | Q3 2026 | Oct 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 152 | 8 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 220 | 7 | 0.0% | — | 209 | +220 | New | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | Added to | 208 | 7 | 0.0% | 0.0% | 208 | +41 | 24.55% | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 156 | 5 | 0.0% | 0.0% | 210 | -950 | -85.9% | Q3 2026 | Nov 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 154 | 5 | 0.0% | 0.0% | 213 | +16 | 11.59% | Q3 2026 | Oct 21, 2026 |
| Main Street Group, LTD | History | Added to | 150 | 5 | 0.0% | 0.0% | 214 | +3 | 2.04% | Q3 2026 | Oct 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 100 | 5 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 92 | 5 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Added to | 108 | 4 | 0.0% | 0.0% | 215 | +1 | 0.93% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 100 | 3 | 0.0% | 0.0% | 218 | -330 | -76.74% | Q3 2026 | Oct 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 108 | 3 | 0.0% | — | 220 | +108 | New | Q3 2026 | Oct 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 94 | 3 | 0.0% | 0.0% | 219 | +23 | 32.39% | Q3 2026 | Oct 26, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 67 | 2 | 0.0% | 0.0% | 222 | -262 | -79.64% | Q3 2026 | Oct 29, 2026 |
| GW&K Investment Management, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SWAN Capital LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 29 | 1 | 0.0% | — | 231 | +29 | New | Q3 2026 | Nov 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 35 | 1 | 0.0% | 0.0% | 224 | +12 | 52.17% | Q3 2026 | Oct 22, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 44 | 1 | 0.0% | 0.0% | 225 | +1 | 2.33% | Q3 2026 | Oct 22, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 53 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vanguard National Trust Co | History | No change | 20 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 23 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.65% | — | -705,675 | -100.0% | Q3 2026 | Oct 13, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -20,178 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -12,777 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,968 | -100.0% | Q3 2026 | Nov 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,193 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,095 | -100.0% | Q3 2026 | Oct 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,039 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,832 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Davidson Kahn Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,627 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,330 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,189 | -100.0% | Q3 2026 | Oct 28, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,932 | -100.0% | Q3 2026 | Oct 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 23 | 0 | — | 0.0% | — | -292 | -92.7% | Q3 2026 | Oct 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2026 | Nov 02, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2026 | Oct 07, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2026 | Oct 21, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 27, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 23, 2026 |
| UMB Private Wealth Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 19, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Davis Capital Management | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q3 2026 | Oct 09, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 30, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Evolution Advisers, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Tidemark, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ankerstar Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Portfolio Services LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |