Whitestone REIT - WSR
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 | 8,272,745 | 156,851 | 0.0% | 0.0% | 1 | +239,570 | 2.98% | Q2 2026 | Aug 07, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | Added to | 3,050,205 | 57,831 | 3.86% | 0.95% | 2 | +2,174,950 | 248.49% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 2,875,464 | 54,518 | 0.0% | 0.0% | 3 | -132,461 | -4.4% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 2,116,495 | 40,128 | 0.0% | 0.0% | 4 | +14,410 | 0.69% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 1,941,309 | 36,807 | 0.0% | 0.0% | 5 | +90,865 | 4.91% | Q2 2026 | Sep 22, 2026 |
| GLAZER CAPITAL, LLC | History | New | 1,883,574 | 35,713 | 0.88% | — | 6 | +1,883,574 | New | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,419,392 | 26,917 | 0.0% | 0.0% | 7 | +220,671 | 18.41% | Q2 2026 | Aug 12, 2026 |
| WATER ISLAND CAPITAL LLC | History | New | 1,227,709 | 23,277 | 2.17% | — | 8 | +1,227,709 | New | Q2 2026 | Aug 14, 2026 |
| First Trust Capital Management L.P. | History | New | 1,085,310 | 20,577 | 1.2% | — | 9 | +1,085,310 | New | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 899,685 | 17,058 | 0.02% | 0.01% | 10 | +602,709 | 202.95% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 769,812 | 14,595 | 0.01% | — | 11 | +769,812 | New | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 697,240 | 13,219 | 0.02% | 0.02% | 12 | -44,875 | -6.05% | Q2 2026 | Aug 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 682,965 | 12,949 | 0.05% | — | 13 | +682,965 | New | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 648,901 | 12,303 | 0.0% | 0.0% | 14 | +8,159 | 1.27% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Reduced | 641,319 | 12,159 | 0.0% | 0.0% | 15 | -13,248 | -2.02% | Q2 2026 | Aug 13, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | New | 639,008 | 12,115 | 0.76% | — | 16 | +639,008 | New | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 587,118 | 11,131 | 0.0% | 0.0% | 17 | +327,715 | 126.33% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 575,211 | 10,906 | 0.0% | 0.0% | 18 | +33,222 | 6.13% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | New | 498,521 | 9,451 | 0.01% | — | 19 | +498,521 | New | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 450,663 | 8,544 | 0.0% | 0.0% | 20 | +12,590 | 2.87% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 416,238 | 7,891 | 0.0% | 0.0% | 21 | +8,680 | 2.13% | Q2 2026 | Aug 06, 2026 |
| CSM Advisors, LLC | History | Reduced | 409,155 | 7,760 | 0.17% | 0.23% | 22 | -158,919 | -27.98% | Q2 2026 | Aug 14, 2026 |
| Irenic Capital Management LP | History | Reduced | 408,245 | 7,740 | 0.37% | 1.33% | 23 | -857,146 | -67.74% | Q2 2026 | Aug 14, 2026 |
| Emmett Investment Management, LP | History | Reduced | 117,689 | 7,421 | 5.2% | 7.8% | 24 | -514,311 | -81.38% | Q2 2026 | Aug 14, 2026 |
| AQR Arbitrage LLC | History | New | 380,455 | 7,213 | 0.1% | — | 25 | +380,455 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 373,951 | 7,090 | 0.0% | 0.0% | 26 | +211,207 | 129.78% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 365,715 | 6,933 | 0.0% | 0.0% | 27 | -83,466 | -18.58% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 355,674 | 6,743 | 0.01% | — | 28 | +355,674 | New | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | Added to | 337,318 | 6,396 | 0.16% | 0.0% | 29 | +328,279 | 3631.81% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 300,617 | 5,699 | 0.0% | 0.0% | 30 | +11,474 | 3.97% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 285,126 | 5,405 | 0.0% | 0.0% | 31 | -52,469 | -15.54% | Q2 2026 | Aug 14, 2026 |
| Transmarket Holdings LP | History | New | 245,178 | 4,648 | 3.41% | — | 32 | +245,178 | New | Q2 2026 | Jul 21, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 221,186 | 4,193 | 0.07% | 0.08% | 33 | -4,312 | -1.91% | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | History | New | 219,890 | 4,169 | 0.07% | — | 34 | +219,890 | New | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 218,601 | 4,144 | 0.0% | 0.0% | 35 | +335 | 0.15% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 216,581 | 4,106 | 0.0% | 0.0% | 36 | -53,996 | -19.96% | Q2 2026 | Aug 12, 2026 |
| GABELLI FUNDS LLC | History | Added to | 210,524 | 3,991 | 0.03% | 0.01% | 37 | +157,150 | 294.43% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Reduced | 208,831 | 3,959 | 0.0% | 0.0% | 38 | -44,341 | -17.51% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 192,807 | 3,655 | 0.02% | — | 39 | +192,807 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 182,065 | 3,451 | 0.0% | 0.0% | 40 | +18,538 | 11.34% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 158,558 | 3,006 | 0.0% | 0.0% | 41 | +7,613 | 5.04% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 155,364 | 2,945 | 0.01% | 0.01% | 42 | -5,275 | -3.28% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 149,527 | 2,835 | 0.01% | 0.02% | 43 | +1,840 | 1.25% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 117,895 | 2,235 | 0.0% | 0.0% | 44 | +8,686 | 7.95% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 115,842 | 2,196 | 0.0% | 0.0% | 45 | -14,101 | -10.85% | Q2 2026 | Aug 11, 2026 |
| JCP Investment Management, LLC | History | New | 114,881 | 2,178 | 1.16% | — | 46 | +114,881 | New | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 111,228 | 2,108 | 0.0% | 0.0% | 47 | -225,726 | -66.99% | Q2 2026 | Sep 23, 2026 |
| SG Americas Securities, LLC | History | Added to | 109,926 | 2,084 | 0.0% | 0.0% | 48 | +102,162 | 1315.84% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | Added to | 105,833 | 2,006 | 0.0% | 0.0% | 49 | +16,992 | 19.13% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 104,079 | 1,973 | 0.0% | 0.0% | 50 | -64,023 | -38.09% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 102,319 | 1,939 | 0.0% | 0.0% | 51 | +71 | 0.07% | Q2 2026 | Aug 14, 2026 |
| ABC ARBITRAGE SA | History | New | 95,817 | 1,816 | 0.2% | — | 52 | +95,817 | New | Q2 2026 | Jul 20, 2026 |
| UBS Group AG | History | Added to | 89,990 | 1,706 | 0.0% | 0.0% | 53 | +66,839 | 288.71% | Q2 2026 | Aug 13, 2026 |
| Alpine Global Management, LLC | History | New | 87,710 | 1,662 | 0.27% | — | 55 | +87,710 | New | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 87,700 | 1,662 | 0.0% | 0.0% | 54 | -2,900 | -3.2% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 80,584 | 1,527 | 0.0% | 0.0% | 56 | +9,709 | 13.7% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 78,600 | 1,490 | 0.0% | 0.01% | 57 | -16,190 | -17.08% | Q2 2026 | Jul 28, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 72,200 | 1,368 | 0.0% | 0.0% | 58 | +3,000 | 4.34% | Q2 2026 | Aug 13, 2026 |
| VARCOV Co. | History | New | 71,843 | 1,362 | 0.52% | — | 59 | +71,843 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 66,593 | 1,263 | 0.0% | 0.0% | 60 | +3,669 | 5.83% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 65,034 | 1,233 | 0.0% | 0.0% | 61 | -6,768 | -9.43% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 64,440 | 1,221 | 0.03% | 0.14% | 62 | -210,786 | -76.59% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 64,216 | 1,216 | 0.0% | 0.0% | 63 | +3,372 | 5.54% | Q2 2026 | Aug 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 63,051 | 1,195 | 0.0% | 0.0% | 64 | -1,974 | -3.04% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 60,100 | 1,139 | 0.0% | 0.0% | 65 | +6,289 | 11.69% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 59,133 | 1,121 | 0.02% | — | 66 | +59,133 | New | Q2 2026 | Jul 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 55,160 | 1,045 | 0.0% | 0.0% | 68 | +16,466 | 42.55% | Q2 2026 | Aug 06, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 55,151 | 1,045 | 0.15% | 0.12% | 67 | +5,951 | 12.1% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 53,382 | 1,012 | 0.0% | 0.0% | 69 | +10,173 | 23.54% | Q2 2026 | Aug 24, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 53,388 | 1,012 | 0.0% | 0.0% | 70 | -810 | -1.49% | Q2 2026 | Jul 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 52,024 | 986 | 0.0% | 0.0% | 71 | +13,831 | 36.21% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 51,844 | 982 | 0.0% | 0.0% | 72 | -30,021 | -36.67% | Q2 2026 | Aug 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 49,875 | 945 | 0.01% | 0.01% | 73 | -25,804 | -34.1% | Q2 2026 | Aug 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 47,363 | 898 | 0.0% | 0.0% | 74 | +13,482 | 39.79% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | New | 47,175 | 894 | 0.0% | — | 75 | +47,175 | New | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 46,013 | 872 | 0.0% | 0.0% | 76 | -31,200 | -40.41% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 45,728 | 867 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 52,382 | 845 | 0.0% | 0.0% | 78 | +3,204 | 6.52% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 44,217 | 838 | 0.01% | — | 79 | +44,217 | New | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 41,883 | 794 | 0.0% | 0.0% | 80 | +10,371 | 32.91% | Q2 2026 | Aug 03, 2026 |
| Tidal Investments LLC | History | New | 40,293 | 763 | 0.0% | — | 81 | +40,293 | New | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 40,234 | 761 | 0.01% | 0.01% | 82 | -7,053 | -14.92% | Q2 2026 | Jul 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 40,033 | 759 | 0.0% | 0.0% | 83 | +4,703 | 13.31% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 39,442 | 747 | 0.0% | 0.0% | 84 | -1,839 | -4.45% | Q2 2026 | Sep 02, 2026 |
| Menard Financial Group LLC | History | New | 38,919 | 737 | 0.4% | — | 85 | +38,919 | New | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 38,801 | 735 | 0.0% | 0.0% | 86 | -32,064 | -45.25% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 37,111 | 704 | 0.0% | 0.0% | 87 | +4,882 | 15.15% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 37,086 | 703 | 0.0% | 0.0% | 88 | +12,358 | 49.98% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 34,098 | 646 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PenderFund Capital Management Ltd. | History | New | 32,100 | 608 | 0.08% | — | 90 | +32,100 | New | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 31,044 | 588 | 0.0% | — | 91 | +31,044 | New | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 28,415 | 538 | 0.0% | 0.0% | 92 | +2,958 | 11.62% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 26,279 | 498 | 0.0% | 0.0% | 93 | -16,434 | -38.48% | Q2 2026 | Aug 05, 2026 |
| PFG Investments, LLC | History | New | 26,100 | 494 | 0.02% | — | 94 | +26,100 | New | Q2 2026 | Jul 23, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 24,146 | 457 | 0.01% | 0.0% | 95 | +2,930 | 13.81% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 21,646 | 410 | 0.01% | 0.04% | 96 | -112,414 | -83.85% | Q2 2026 | Jul 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,296 | 403 | 0.0% | 0.0% | 97 | +124 | 0.59% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 20,764 | 393 | 0.0% | 0.0% | 98 | +1,544 | 8.03% | Q2 2026 | Aug 14, 2026 |
| One68 Global Capital, LLC | History | New | 20,000 | 379 | 0.8% | — | 99 | +20,000 | New | Q2 2026 | Aug 17, 2026 |
| Jupiter Topco LLC | History | New | 19,815 | 375 | 0.0% | — | 101 | +19,815 | New | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 19,800 | 375 | 0.01% | 0.01% | 100 | -100 | -0.5% | Q2 2026 | Jul 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 19,778 | 374 | 0.0% | 0.0% | 102 | -264 | -1.32% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 19,676 | 373 | 0.01% | 0.01% | 103 | -315 | -1.58% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 19,344 | 366 | 0.0% | 0.0% | 104 | -1,182 | -5.76% | Q2 2026 | Jul 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 18,710 | 354 | 0.0% | 0.0% | 105 | -4,200 | -18.33% | Q2 2026 | Jul 29, 2026 |
| Ridgewood Investments LLC | History | No change | 18,000 | 341 | 0.13% | 0.12% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,567 | 333 | 0.0% | 0.0% | 107 | -41,211 | -70.11% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | New | 17,573 | 333 | 0.0% | — | 108 | +17,573 | New | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 17,541 | 332 | 0.0% | 0.0% | 109 | -172 | -0.97% | Q2 2026 | Jul 31, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 17,207 | 326 | 0.0% | 0.0% | 110 | -577 | -3.24% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 17,159 | 325 | 0.0% | 0.0% | 111 | -3 | -0.02% | Q2 2026 | Aug 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 19,815 | 319 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,619 | 315 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 16,376 | 310 | 0.0% | 0.0% | 114 | -338 | -2.02% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 15,486 | 293 | 0.0% | 0.0% | 115 | -2,730 | -14.99% | Q2 2026 | Aug 13, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 15,400 | 291 | 0.07% | 0.06% | 116 | -600 | -3.75% | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | Reduced | 13,980 | 265 | 0.0% | 0.0% | 117 | -81 | -0.58% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 13,377 | 253 | 0.0% | 0.01% | 118 | -24,772 | -64.93% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 13,187 | 250 | 0.0% | — | 120 | +13,187 | New | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | Reduced | 13,206 | 250 | 0.0% | 0.0% | 119 | -719 | -5.16% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 13,130 | 248 | 0.0% | 0.0% | 121 | -105,610 | -88.94% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,063 | 247 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,970 | 245 | 0.0% | 0.0% | 123 | +722 | 5.89% | Q2 2026 | Aug 19, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 12,923 | 245 | 0.0% | 0.0% | 124 | +28 | 0.22% | Q2 2026 | Sep 09, 2026 |
| AMALGAMATED BANK | History | Reduced | 12,187 | 231 | 0.0% | 0.0% | 125 | -744 | -5.75% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 12,164 | 230 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Reduced | 12,053 | 228 | 0.0% | 0.0% | 128 | -575 | -4.55% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 12,068 | 228 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ballentine Partners, LLC | History | Added to | 11,947 | 226 | 0.0% | 0.0% | 129 | +171 | 1.45% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | Reduced | 11,625 | 220 | 0.0% | 0.0% | 130 | -33,115 | -74.02% | Q2 2026 | Aug 07, 2026 |
| IMA Advisory Services, Inc. | History | New | 11,624 | 220 | 0.01% | — | 131 | +11,624 | New | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 11,459 | 217 | 0.0% | 0.0% | 132 | +789 | 7.39% | Q2 2026 | Jul 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 11,329 | 214 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,184 | 212 | 0.0% | 0.0% | 134 | -848 | -7.05% | Q2 2026 | Jul 16, 2026 |
| Pallas Capital Advisors LLC | History | New | 11,070 | 209 | 0.01% | — | 135 | +11,070 | New | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,828 | 205 | 0.0% | 0.0% | 137 | -11,758 | -52.06% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | Added to | 10,846 | 205 | 0.0% | 0.0% | 136 | +553 | 5.37% | Q2 2026 | Aug 04, 2026 |
| Ignite Planners, LLC | History | Reduced | 10,683 | 202 | 0.03% | 0.03% | 138 | -250 | -2.29% | Q2 2026 | Jul 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,332 | 195 | 0.0% | 0.0% | 140 | -70,725 | -87.25% | Q2 2026 | Aug 12, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 10,304 | 195 | 0.05% | 0.05% | 139 | -1,305 | -11.24% | Q2 2026 | Aug 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 10,200 | 193 | 0.0% | 0.0% | 141 | -24 | -0.23% | Q2 2026 | Jul 28, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 11,624 | 187 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 10,723 | 173 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 9,010 | 170 | 0.0% | 0.0% | 144 | -13,006 | -59.08% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,549 | 162 | 0.0% | 0.0% | 145 | -24 | -0.28% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | No change | 8,200 | 155 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | Added to | 7,164 | 135 | 0.0% | 0.0% | 147 | +641 | 9.83% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,046 | 133 | 0.0% | 0.0% | 148 | -6,869 | -49.36% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 6,800 | 128 | 0.0% | — | 149 | +6,800 | New | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 6,486 | 122 | 0.0% | 0.0% | 150 | +293 | 4.73% | Q2 2026 | Jul 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,902 | 112 | 0.0% | 0.0% | 151 | -135,315 | -95.82% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 5,850 | 110 | 0.01% | 0.01% | 152 | +3 | 0.05% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,215 | 79 | 0.0% | 0.0% | 153 | +444 | 11.77% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,556 | 67 | 0.0% | 0.0% | 154 | +69 | 1.98% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 3,783 | 61 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,141 | 40 | 0.0% | 0.0% | 156 | -452 | -17.43% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 2,028 | 38 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Manchester Capital Management LLC | History | No change | 2,000 | 37 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,764 | 33 | 0.0% | 0.0% | 159 | +376 | 27.09% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 1,407 | 26 | 0.0% | 0.0% | 161 | +1,055 | 299.72% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,398 | 26 | 0.0% | 0.0% | 162 | +351 | 33.52% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 1,387 | 26 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 1,297 | 24 | 0.0% | 0.38% | 164 | -672,904 | -99.81% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,285 | 24 | 0.0% | 0.0% | 163 | +343 | 36.41% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,114 | 21 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Grove Bank & Trust | History | New | 1,000 | 18 | 0.0% | — | 169 | +1,000 | New | Q2 2026 | Jul 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 957 | 18 | 0.0% | — | 168 | +957 | New | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 974 | 18 | 0.0% | 0.0% | 166 | +30 | 3.18% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 962 | 18 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 936 | 17 | 0.0% | 0.0% | 170 | -559 | -37.39% | Q2 2026 | Jul 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 751 | 14 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | No change | 654 | 12 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 600 | 11 | 0.0% | — | 173 | +568 | 1775.0% | Q2 2026 | Aug 12, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 587 | 11 | 0.0% | 0.0% | 175 | -117 | -16.62% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 600 | 11 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | New | 400 | 7 | 0.0% | — | 178 | +400 | New | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 409 | 7 | 0.0% | — | 177 | +395 | 2821.43% | Q2 2026 | Jul 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 367 | 7 | 0.0% | 0.0% | 176 | -110 | -23.06% | Q2 2026 | Aug 07, 2026 |
| PROSPERITY BANCSHARES INC | History | Reduced | 369 | 6 | 0.0% | 0.02% | 180 | -1,268 | -77.46% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Added to | 351 | 6 | 0.0% | 0.0% | 181 | +231 | 192.5% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 339 | 6 | 0.0% | 0.0% | 179 | +17 | 5.28% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 337 | 6 | 0.0% | 0.0% | 182 | -14 | -3.99% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | New | 303 | 5 | 0.0% | — | 185 | +303 | New | Q2 2026 | Aug 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 300 | 5 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 286 | 4 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 188 | 3 | 0.0% | 0.0% | 188 | -854 | -81.96% | Q2 2026 | Jul 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 180 | 3 | 0.0% | 0.0% | 187 | -765 | -80.95% | Q2 2026 | Jul 22, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 139 | 2 | 0.0% | — | 193 | +139 | New | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 122 | 2 | 0.0% | 0.0% | 191 | +14 | 12.96% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 155 | 2 | 0.0% | 0.0% | 190 | +6 | 4.03% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 141 | 2 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 146 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 73 | 1 | 0.0% | 0.0% | 194 | -35 | -32.41% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 65 | 1 | 0.0% | 0.0% | 197 | -27 | -29.35% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | Added to | 76 | 1 | 0.0% | — | 195 | +20 | 35.71% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | Added to | 71 | 1 | 0.0% | 0.0% | 198 | +4 | 5.97% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 90 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| GW&K Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,035,745 | -100.0% | Q2 2026 | Aug 12, 2026 |
| DigitalBridge Group, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -283,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -272,874 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139,304 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -113,661 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96,128 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -66,512 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -60,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -54,407 | -100.0% | Q2 2026 | Aug 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.01% | — | -49,017 | -100.0% | Q2 2026 | Aug 25, 2026 |
| Greenland Capital Management LP | History | Closed out | 0 | 0 | — | 0.09% | — | -45,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,897 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,584 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.02% | — | -39,110 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.21% | — | -33,328 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Crossingbridge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -28,490 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCentric Advisors LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -28,490 | -100.0% | Q2 2026 | Jul 24, 2026 |
| DENALI ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -25,701 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,872 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Worth Venture Partners, LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -22,300 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Gross & Hartman Investments LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -18,162 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Safe Harbor Family Capital, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -18,162 | -100.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,403 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,613 | -100.0% | Q2 2026 | Aug 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,221 | -100.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,103 | -100.0% | Q2 2026 | Jul 17, 2026 |
| RW Investment Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,500 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,185 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,102 | -100.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,900 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,261 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Copeland Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,533 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -3,400 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,502 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | Reduced | 38 | 0 | — | 0.0% | — | -387 | -91.06% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 27 | 0 | — | 0.0% | — | -301 | -91.77% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 46 | 0 | — | 0.0% | — | -67 | -59.29% | Q2 2026 | Jul 22, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q2 2026 | Jul 29, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 10, 2026 |
| Quantbot Technologies LP | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 31, 2026 |
| Evolution Advisers, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 31, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 33 | 0 | — | — | — | +4 | 13.79% | Q2 2026 | Aug 04, 2026 |
| Davis Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 16, 2026 |
| Clearstead Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 20, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silicon Valley Capital Partners | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Triumph Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |