Westrock Coffee Co - WEST
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HF Capital, LLC | History | No change | 12,749,755 | 103,400 | 34.85% | 34.85% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stephens Group, LLC | History | No change | 7,347,871 | 59,076 | 28.9% | 28.88% | 2 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| FMR LLC | History | No change | 4,046,466 | 32,816 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,774,331 | 22,499 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,182,542 | 17,700 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFC Investments, LLC | History | No change | 2,066,711 | 16,761 | 4.26% | 4.26% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,876,688 | 15,219 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,023,780 | 8,304 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AGMAN CAPITAL LLC | History | No change | 838,846 | 6,744 | 4.74% | 4.29% | 9 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| STATE STREET CORP | History | No change | 793,823 | 6,437 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 647,826 | 5,253 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 601,611 | 4,879 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 546,450 | 4,431 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 472,859 | 3,834 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 450,508 | 3,653 | 0.3% | 0.3% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | No change | 416,134 | 3,374 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 407,297 | 3,303 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 375,992 | 3,049 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 368,272 | 2,986 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 363,695 | 2,949 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 355,156 | 2,855 | 0.81% | 2.14% | 21 | -613,061 | -63.32% | Q3 2026 | Oct 02, 2026 |
| ALGERT GLOBAL LLC | History | No change | 347,241 | 2,816 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 316,978 | 2,570 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 300,280 | 2,435 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 296,402 | 2,403 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 286,063 | 2,319 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEE DANNER & BASS INC | History | No change | 283,000 | 2,275 | 0.13% | 0.13% | 27 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 262,343 | 2,127 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 250,482 | 2,031 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 242,588 | 1,967 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 218,376 | 1,771 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Jupiter Topco LLC | History | No change | 204,235 | 1,656 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 197,582 | 1,602 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 194,193 | 1,574 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 186,642 | 1,513 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 181,025 | 1,455 | 0.01% | 0.01% | 36 | -13,000 | -6.7% | Q3 2026 | Oct 14, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 157,648 | 1,267 | 0.67% | 0.59% | 37 | -866 | -0.55% | Q3 2026 | Oct 08, 2026 |
| Sovereign's Capital Management, LLC | History | No change | 154,500 | 1,251 | 0.83% | 0.83% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 145,811 | 1,182 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 137,488 | 1,105 | 0.66% | 0.68% | 40 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 127,483 | 1,024 | 0.14% | 0.13% | 41 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Quantinno Capital Management LP | History | No change | 121,803 | 987 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 113,400 | 919 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 109,081 | 884 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | No change | 105,722 | 857 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 99,515 | 807 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 96,521 | 782 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 96,160 | 779 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 84,344 | 678 | 0.0% | 0.0% | 50 | +1,275 | 1.53% | Q3 2026 | Nov 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 83,700 | 678 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 83,564 | 677 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 79,067 | 635 | 0.03% | 0.03% | 52 | -5,613 | -6.63% | Q3 2026 | Oct 22, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 69,920 | 568 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 64,305 | 521 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 62,934 | 510 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 57,614 | 467 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 57,716 | 464 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 56,776 | 460 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 47,430 | 381 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 46,665 | 378 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pillsbury Lake Capital LLC | History | No change | 5,166 | 361 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 42,451 | 344 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Reduced | 42,316 | 340 | 0.0% | 0.0% | 63 | -1,470 | -3.36% | Q3 2026 | Nov 02, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 38,727 | 311 | 0.01% | 0.02% | 64 | -19,440 | -33.42% | Q3 2026 | Oct 30, 2026 |
| Aquatic Capital Management LLC | History | No change | 37,848 | 306 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 35,454 | 287 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 34,301 | 278 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 34,078 | 276 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 28,754 | 233 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 27,604 | 223 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 26,939 | 218 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 26,411 | 214 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 24,759 | 200 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 23,615 | 192 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,820 | 186 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 22,852 | 185 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Arvest Bank Trust Division | History | No change | 22,635 | 183 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | No change | 22,376 | 181 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 22,273 | 180 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | No change | 22,435 | 180 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,933 | 177 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 20,648 | 167 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 230,000 | 161 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 19,356 | 156 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SEI INVESTMENTS CO | History | No change | 18,916 | 153 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 18,111 | 146 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 17,211 | 139 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | New | 17,178 | 138 | 0.01% | — | 88 | +17,178 | New | Q3 2026 | Oct 28, 2026 |
| Red Door Wealth Management, LLC | History | No change | 17,000 | 137 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Magnetar Financial LLC | History | No change | 16,564 | 134 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 15,585 | 127 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 15,423 | 125 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 15,478 | 125 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,951 | 114 | 0.0% | 0.0% | 94 | -1,373 | -8.96% | Q3 2026 | Oct 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 13,335 | 108 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 12,424 | 100 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Arax Advisory Partners | History | No change | 12,256 | 99 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WINTON GROUP Ltd | History | No change | 12,300 | 99 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,000 | 97 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,070 | 97 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 12,061 | 96 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 11,147 | 90 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,812 | 87 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Waterloo Capital, L.P. | History | No change | 10,729 | 87 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Asset Management, LLC | History | No change | 10,750 | 86 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 10,548 | 85 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SG Americas Securities, LLC | History | No change | 10,354 | 84 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 10,149 | 82 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,640 | 53 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantbot Technologies LP | History | No change | 4,860 | 39 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 4,643 | 37 | 0.0% | 0.0% | 111 | +1,152 | 33.0% | Q3 2026 | Oct 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,778 | 35 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,048 | 32 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 3,733 | 30 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,500 | 28 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,348 | 27 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,320 | 26 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,859 | 15 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 1,861 | 14 | 0.0% | 0.0% | 119 | -18,053 | -90.65% | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,793 | 14 | 0.0% | 0.0% | 120 | +630 | 54.17% | Q3 2026 | Oct 01, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,271 | 10 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 1,302 | 10 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,202 | 9 | 0.0% | 0.0% | 123 | +1,034 | 615.48% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 1,120 | 9 | 0.0% | 0.0% | 124 | +448 | 66.67% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,000 | 8 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,010 | 8 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 944 | 7 | 0.0% | — | 127 | +944 | New | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 838 | 6 | 0.0% | 0.0% | 129 | -1,042 | -55.43% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 754 | 6 | 0.0% | 0.0% | 128 | -210 | -21.78% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 517 | 4 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 373 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 327 | 2 | 0.0% | 0.0% | 135 | -263 | -44.58% | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 261 | 2 | 0.0% | 0.0% | 133 | -6 | -2.25% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 367 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 280 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 139 | 1 | 0.0% | — | 137 | +139 | New | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 130 | 1 | 0.0% | 0.0% | 136 | -40 | -23.53% | Q3 2026 | Oct 26, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -34,500 | -100.0% | Q3 2026 | Oct 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -394 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Larson Financial Group LLC | History | New | 91 | 0 | — | — | — | +91 | New | Q3 2026 | Nov 05, 2026 |
| True Wealth Design, LLC | History | Reduced | 63 | 0 | — | 0.0% | — | -62 | -49.6% | Q3 2026 | Oct 13, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 57 | 0 | — | — | — | +57 | New | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Covestor Ltd | History | Reduced | 26 | 0 | — | — | — | -18 | -40.91% | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 3 | 0 | — | — | — | -8 | -72.73% | Q3 2026 | Oct 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| West Financial Advisors, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |