XPLR Infrastructure, LP - XIFR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Anchorage Capital Advisors, L.P. | History | Added to | 8,142,853 | 96,167 | 58.16% | 21.79% | 1 | +389,200 | 5.02% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 7,257,405 | 85,709 | 0.0% | 0.0% | 2 | +657,408 | 9.96% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 6,380,000 | 75,347 | 0.11% | 0.07% | 3 | +1,880,000 | 41.78% | Q2 2026 | Aug 14, 2026 |
| Ripple Effect Asset Management LP | History | Reduced | 4,467,955 | 52,766 | 12.24% | 10.51% | 4 | -2,245,765 | -33.45% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 3,283,852 | 38,782 | 0.03% | 0.02% | 5 | +733,614 | 28.77% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,180,700 | 37,564 | 0.0% | 0.0% | 6 | +731,700 | 29.88% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,610,399 | 30,828 | 0.04% | 0.05% | 7 | -33,598 | -1.27% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,399,379 | 28,336 | 0.01% | 0.01% | 8 | +308,820 | 14.77% | Q2 2026 | Aug 12, 2026 |
| Yaupon Capital Management LP | History | Reduced | 1,944,751 | 22,967 | 0.45% | 0.71% | 9 | -189,036 | -8.86% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,662,700 | 19,636 | 0.0% | 0.0% | 10 | +1,292,300 | 348.89% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 1,561,705 | 18,443 | 0.03% | 0.04% | 11 | +140,374 | 9.88% | Q2 2026 | Aug 14, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 1,331,085 | 15,720 | 1.36% | 1.41% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walleye Trading LLC | History | Reduced | 1,273,597 | 15,041 | 0.02% | 0.02% | 13 | -3,220 | -0.25% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,199,927 | 14,171 | 0.0% | 0.0% | 14 | +431,849 | 56.22% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 1,147,722 | 13,554 | 0.16% | 0.17% | 15 | +92,777 | 8.79% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | Added to | 1,025,400 | 12,109 | 0.02% | 0.01% | 16 | +445,900 | 76.95% | Q2 2026 | Aug 12, 2026 |
| Endure Capital Management, LLC | History | Reduced | 993,541 | 11,733 | 2.6% | 8.28% | 17 | -141,502 | -12.47% | Q2 2026 | Aug 13, 2026 |
| NOMURA HOLDINGS INC | History | New | 942,400 | 11,129 | 0.01% | — | 18 | +942,400 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 890,357 | 10,515 | 0.02% | 0.02% | 19 | +41,593 | 4.9% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 872,439 | 10,303 | 0.01% | 0.0% | 20 | +687,931 | 372.85% | Q2 2026 | Jul 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 870,586 | 10,281 | 0.0% | 0.0% | 21 | +614,132 | 239.47% | Q2 2026 | Aug 14, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 794,852 | 9,387 | 0.13% | 0.13% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 767,300 | 9,061 | 0.01% | 0.01% | 23 | -225,300 | -22.7% | Q2 2026 | Aug 12, 2026 |
| Aberdeen Group plc | History | Added to | 761,053 | 8,988 | 0.01% | 0.01% | 24 | +145,016 | 23.54% | Q2 2026 | Jul 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 725,275 | 8,565 | 0.0% | 0.01% | 25 | -368,358 | -33.68% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 718,935 | 8,490 | 0.0% | 0.0% | 26 | -232,736 | -24.46% | Q2 2026 | Sep 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 718,169 | 8,481 | 0.0% | 0.0% | 27 | +226,801 | 46.16% | Q2 2026 | Aug 13, 2026 |
| Indivisible Partners | History | New | 693,500 | 8,190 | 0.46% | — | 28 | +693,500 | New | Q2 2026 | Aug 04, 2026 |
| Voleon Capital Management LP | History | Added to | 666,638 | 7,872 | 0.14% | 0.12% | 30 | +123,021 | 22.63% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 664,354 | 7,872 | 0.0% | 0.0% | 29 | -109,438 | -14.14% | Q2 2026 | Aug 12, 2026 |
| Greenland Capital Management LP | History | Reduced | 652,722 | 7,708 | 0.95% | 1.76% | 31 | -650,810 | -49.93% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 634,883 | 7,497 | 0.0% | 0.0% | 32 | -67,055 | -9.55% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 628,856 | 7,426 | 0.01% | 0.02% | 33 | -209,558 | -24.99% | Q2 2026 | Aug 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 600,035 | 7,086 | 0.06% | 0.06% | 34 | -11,563 | -1.89% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Added to | 599,299 | 7,077 | 0.0% | 0.0% | 35 | +11,752 | 2.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 570,471 | 6,737 | 0.01% | 0.01% | 36 | -400,769 | -41.26% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 556,397 | 6,571 | 0.01% | 0.01% | 37 | -9,189 | -1.62% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 540,000 | 6,377 | 0.0% | 0.0% | 38 | +193,500 | 55.84% | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 534,428 | 6,311 | 0.01% | 0.01% | 39 | -381,742 | -41.67% | Q2 2026 | Aug 14, 2026 |
| FLAX POND CAPITAL, LLC | History | Added to | 594,084 | 6,309 | 4.98% | 4.98% | 40 | +11,000 | 1.89% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 532,159 | 6,284 | 0.04% | 0.04% | 41 | -20,241 | -3.66% | Q2 2026 | Aug 12, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | Added to | 525,000 | 6,200 | 0.65% | 0.64% | 42 | +50,000 | 10.53% | Q2 2026 | Jul 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 487,900 | 5,762 | 0.02% | 0.02% | 43 | -83,600 | -14.63% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | Added to | 461,002 | 5,444 | 0.03% | 0.01% | 44 | +266,332 | 136.81% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 456,945 | 5,396 | 0.01% | 0.01% | 45 | -503,410 | -52.42% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 453,605 | 5,357 | 0.01% | 0.0% | 46 | +241,772 | 114.13% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 441,379 | 5,212 | 0.01% | 0.0% | 47 | +144,379 | 48.61% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 360,012 | 4,251 | 0.06% | — | 48 | +360,012 | New | Q2 2026 | Aug 14, 2026 |
| FOURSIXTHREE CAPITAL LP | History | New | 351,539 | 4,151 | 0.86% | — | 49 | +351,539 | New | Q2 2026 | Aug 14, 2026 |
| Electron Capital Partners, LLC | History | New | 342,633 | 4,046 | 0.16% | — | 50 | +342,633 | New | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 330,644 | 3,904 | 0.01% | 0.01% | 51 | -118,900 | -26.45% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 319,862 | 3,777 | 0.0% | 0.0% | 52 | +43,257 | 15.64% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 288,317 | 3,405 | 0.01% | 0.01% | 53 | +3,068 | 1.08% | Q2 2026 | Aug 11, 2026 |
| CastleKnight Management LP | History | No change | 285,300 | 3,369 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 252,925 | 2,987 | 0.0% | 0.0% | 55 | +46,869 | 22.75% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 230,914 | 2,727 | 0.0% | 0.0% | 56 | -23,866 | -9.37% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 219,535 | 2,592 | 0.0% | 0.0% | 57 | -8,453 | -3.71% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 205,509 | 2,427 | 0.04% | 0.02% | 58 | +88,160 | 75.13% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Reduced | 189,465 | 2,237 | 0.02% | 0.03% | 59 | -18,436 | -8.87% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Reduced | 169,700 | 2,004 | 0.0% | 0.0% | 60 | -6,400 | -3.63% | Q2 2026 | Aug 11, 2026 |
| Abundance Wealth Counselors | History | Added to | 154,760 | 1,827 | 0.12% | 0.12% | 61 | +77,246 | 99.65% | Q2 2026 | Jul 23, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 152,000 | 1,795 | 0.27% | 0.4% | 62 | -45,000 | -22.84% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 142,731 | 1,685 | 0.01% | 0.01% | 63 | -608 | -0.42% | Q2 2026 | Jul 29, 2026 |
| Amundi | History | Added to | 141,610 | 1,672 | 0.0% | 0.0% | 64 | +27,497 | 24.1% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 137,558 | 1,624 | 0.0% | 0.0% | 65 | -6,336 | -4.4% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 134,964 | 1,593 | 0.01% | 0.02% | 66 | -255,690 | -65.45% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 127,718 | 1,508 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Raiffeisen Bank International AG | History | No change | 120,000 | 1,422 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Empowered Funds, LLC | History | New | 119,626 | 1,412 | 0.01% | — | 69 | +119,626 | New | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 108,510 | 1,281 | 0.02% | 0.01% | 70 | +2,971 | 2.82% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 101,432 | 1,198 | 0.0% | 0.0% | 71 | -462 | -0.45% | Q2 2026 | Aug 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 94,750 | 1,118 | 0.01% | 0.01% | 72 | -4,200 | -4.24% | Q2 2026 | Aug 25, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 88,566 | 1,045 | 0.0% | 0.0% | 73 | +34,968 | 65.24% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Reduced | 85,634 | 1,011 | 0.0% | 0.0% | 74 | -2,244,706 | -96.33% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Added to | 80,620 | 952 | 0.0% | 0.0% | 75 | +31,897 | 65.47% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 77,204 | 911 | 0.0% | 0.0% | 76 | -9,499 | -10.96% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 66,989 | 791 | 0.0% | 0.0% | 77 | +4,533 | 7.26% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 65,247 | 770 | 0.0% | 0.01% | 78 | -77,730 | -54.37% | Q2 2026 | Aug 13, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 58,085 | 685 | 0.44% | 0.4% | 79 | -1,400 | -2.35% | Q2 2026 | Jul 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 54,509 | 643 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 50,000 | 590 | 0.0% | 0.0% | 81 | -50,001 | -50.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Added to | 47,333 | 559 | 0.14% | 0.08% | 82 | +22,035 | 87.1% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 45,765 | 540 | 0.0% | 0.0% | 83 | -2,584 | -5.34% | Q2 2026 | Aug 11, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 45,685 | 539 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ELCO Management Co., LLC | History | Reduced | 43,322 | 511 | 0.22% | 0.25% | 85 | -4,876 | -10.12% | Q2 2026 | Aug 10, 2026 |
| Jupiter Topco LLC | History | New | 43,000 | 508 | 0.0% | — | 86 | +43,000 | New | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 42,795 | 505 | 0.01% | — | 87 | +42,795 | New | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 42,471 | 501 | 0.03% | 0.03% | 88 | +10,350 | 32.22% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 40,651 | 480 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Credit Capital Investments LLC | History | No change | 40,000 | 472 | 0.27% | 0.38% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 39,900 | 471 | 0.0% | 0.0% | 91 | -80 | -0.2% | Q2 2026 | Aug 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 43,000 | 456 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 38,410 | 453 | 0.14% | 0.24% | 93 | -25,104 | -39.53% | Q2 2026 | Jul 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 38,279 | 452 | 0.0% | 0.0% | 94 | -502 | -1.29% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 38,178 | 450 | 0.0% | 0.0% | 95 | -3,080 | -7.47% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 36,059 | 425 | 0.0% | 0.0% | 96 | -2,434 | -6.32% | Q2 2026 | Jul 28, 2026 |
| Oakum Bay Capital LLC | History | No change | 39,984 | 424 | 0.23% | 0.23% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 33,848 | 399 | 0.04% | 0.04% | 98 | +230 | 0.68% | Q2 2026 | Jul 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 32,709 | 387 | 0.0% | 0.0% | 99 | -1,532 | -4.47% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 31,975 | 377 | 0.0% | 0.0% | 100 | +2,187 | 7.34% | Q2 2026 | Aug 07, 2026 |
| SEARLE & CO. | History | Reduced | 31,400 | 370 | 0.08% | 0.1% | 101 | -6,211 | -16.51% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Advisors, LLC | History | New | 31,279 | 369 | 0.0% | — | 102 | +31,279 | New | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 31,185 | 368 | 0.0% | 0.0% | 103 | +17,877 | 134.33% | Q2 2026 | Aug 14, 2026 |
| Investment Research Partners LLC | History | Added to | 30,631 | 361 | 0.12% | 0.13% | 104 | +1,049 | 3.55% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,092 | 355 | 0.0% | 0.0% | 105 | -548 | -1.79% | Q2 2026 | Jul 29, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 30,000 | 354 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ridge Creek Global, Inc | History | No change | 29,430 | 347 | 0.27% | 0.26% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 26,500 | 312 | 0.03% | 0.03% | 108 | +7,000 | 35.9% | Q2 2026 | Jul 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 26,347 | 311 | 0.02% | 0.2% | 109 | -270,178 | -91.11% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | New | 25,881 | 305 | 0.0% | — | 110 | +25,881 | New | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 25,550 | 301 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| State of Wyoming | History | Added to | 25,264 | 298 | 0.03% | 0.03% | 112 | +2,417 | 10.58% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | Added to | 24,035 | 283 | 0.01% | 0.01% | 113 | +7,924 | 49.18% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Reduced | 23,335 | 275 | 0.0% | 0.0% | 114 | -1,185 | -4.83% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,151 | 273 | 0.0% | 0.0% | 115 | +2,403 | 11.58% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | Added to | 22,435 | 264 | 0.0% | 0.0% | 116 | +5,505 | 32.52% | Q2 2026 | Aug 18, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 22,184 | 261 | 0.18% | 0.14% | 117 | +5,000 | 29.1% | Q2 2026 | Jul 24, 2026 |
| Lavaca Capital LLC | History | No change | 22,000 | 259 | 0.03% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 21,690 | 256 | 0.01% | 0.02% | 119 | -13,122 | -37.69% | Q2 2026 | Aug 05, 2026 |
| Wedmont Private Capital | History | No change | 20,557 | 249 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 20,161 | 238 | 0.04% | 0.05% | 121 | -10,433 | -34.1% | Q2 2026 | Aug 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 20,207 | 238 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 19,881 | 234 | 0.0% | 0.01% | 123 | -85,737 | -81.18% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 19,668 | 232 | 0.0% | 0.0% | 125 | +9,299 | 89.68% | Q2 2026 | Aug 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 19,658 | 232 | 0.0% | 0.0% | 124 | -5,604 | -22.18% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 18,186 | 214 | 0.01% | 0.01% | 126 | -700 | -3.71% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,765 | 209 | 0.0% | 0.0% | 127 | +4,445 | 33.37% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Reduced | 17,062 | 201 | 0.0% | 0.0% | 128 | -28,472 | -62.53% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 17,000 | 200 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INVESTED ADVISORS | History | Reduced | 16,738 | 197 | 0.17% | 0.19% | 130 | -865 | -4.91% | Q2 2026 | Aug 04, 2026 |
| Peak Asset Management, LLC | History | New | 16,250 | 191 | 0.03% | — | 131 | +16,250 | New | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 15,487 | 182 | 0.0% | 0.0% | 132 | -90,980 | -85.45% | Q2 2026 | Aug 14, 2026 |
| Hartree Partners, LP | History | New | 14,928 | 176 | 0.04% | — | 133 | +14,928 | New | Q2 2026 | Aug 12, 2026 |
| Headlands Technologies LLC | History | Added to | 14,894 | 175 | 0.02% | 0.01% | 134 | +4,223 | 39.57% | Q2 2026 | Aug 12, 2026 |
| Blackstone Inc. | History | No change | 14,750 | 174 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 14,522 | 171 | 0.01% | 0.03% | 136 | -61,570 | -80.92% | Q2 2026 | Aug 12, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 14,133 | 166 | 0.0% | — | 137 | +14,133 | New | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 13,994 | 165 | 0.0% | 0.0% | 139 | -2,009 | -12.55% | Q2 2026 | Jul 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 13,975 | 165 | 0.01% | 0.01% | 138 | +56 | 0.4% | Q2 2026 | Aug 07, 2026 |
| Avail Investment Partners, LLC | History | Added to | 13,893 | 164 | 0.13% | 0.14% | 140 | +1,914 | 15.98% | Q2 2026 | Jul 31, 2026 |
| CITIGROUP INC | History | Reduced | 13,479 | 159 | 0.0% | 0.0% | 141 | -9,561 | -41.5% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 13,436 | 158 | 0.0% | — | 142 | +13,436 | New | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 13,371 | 157 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 12,733 | 150 | 0.0% | 0.0% | 144 | -2,100 | -14.16% | Q2 2026 | Aug 06, 2026 |
| VARCOV Co. | History | New | 12,354 | 145 | 0.06% | — | 145 | +12,354 | New | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 11,747 | 138 | 0.0% | 0.0% | 146 | -5,428 | -31.6% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 11,554 | 136 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,775 | 127 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,419 | 123 | 0.0% | 0.0% | 149 | +350 | 3.48% | Q2 2026 | Jul 28, 2026 |
| WINTON GROUP Ltd | History | Reduced | 10,143 | 119 | 0.0% | 0.01% | 150 | -29,657 | -74.52% | Q2 2026 | Aug 07, 2026 |
| DRW Securities, LLC | History | New | 10,046 | 118 | 0.0% | — | 152 | +10,046 | New | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 10,000 | 118 | 0.01% | 0.01% | 151 | -25 | -0.25% | Q2 2026 | Aug 20, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,763 | 115 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 9,422 | 111 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,426 | 52 | 0.0% | 0.0% | 155 | -1,068 | -19.44% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 4,389 | 51 | 0.0% | — | 156 | +4,389 | New | Q2 2026 | Aug 11, 2026 |
| Fulcrum Asset Management LLP | History | New | 3,876 | 45 | 0.0% | — | 157 | +3,876 | New | Q2 2026 | Aug 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 3,363 | 40 | 0.0% | 0.0% | 158 | -193 | -5.43% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,124 | 36 | 0.0% | 0.0% | 160 | +293 | 10.35% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,075 | 36 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 2,573 | 30 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 2,050 | 24 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 2,000 | 23 | 0.01% | 0.13% | 163 | -34,822 | -94.57% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 2,014 | 23 | 0.0% | — | 164 | +2,014 | New | Q2 2026 | Aug 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,910 | 22 | 0.0% | 0.0% | 165 | +38 | 2.03% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | New | 1,834 | 21 | 0.0% | — | 167 | +1,834 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,855 | 21 | 0.0% | 0.0% | 166 | +1,279 | 222.05% | Q2 2026 | Aug 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,775 | 20 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,604 | 18 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 1,143 | 12 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1,094 | 12 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 728 | 8 | 0.0% | 0.0% | 173 | -120 | -14.15% | Q2 2026 | Aug 10, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 700 | 8 | 0.01% | 0.01% | 174 | -100 | -12.5% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 750 | 8 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 605 | 7 | 0.0% | 0.0% | 176 | +9 | 1.51% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 600 | 7 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 644 | 7 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MCDONALD PARTNERS LLC | History | New | 535 | 6 | 0.0% | — | 178 | +535 | New | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 460 | 5 | 0.0% | 0.0% | 181 | +29 | 6.73% | Q2 2026 | Aug 12, 2026 |
| Clearstead Trust, LLC | History | Reduced | 495 | 5 | 0.0% | 0.0% | 182 | -5 | -1.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 443 | 5 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 466 | 5 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 500 | 5 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TSFG, LLC | History | No change | 416 | 5 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Harborfront Financial Group LLC | History | New | 394 | 4 | 0.02% | — | 190 | +394 | New | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 378 | 4 | 0.0% | — | 189 | +378 | New | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | No change | 395 | 4 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 360 | 4 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | No change | 392 | 4 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 400 | 4 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | New | 279 | 3 | 0.0% | — | 194 | +279 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 327 | 3 | 0.0% | — | 191 | +258 | 373.91% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 300 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Blume Capital Management, Inc. | History | No change | 270 | 3 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 190 | 2 | 0.0% | 0.0% | 204 | -80 | -29.63% | Q2 2026 | Aug 10, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 190 | 2 | 0.0% | 0.0% | 202 | -10 | -5.0% | Q2 2026 | Jul 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 180 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 217 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BESSEMER GROUP INC | History | No change | 230 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Estabrook Capital Management | History | No change | 235 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 211 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 200 | 2 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 217 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 233 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pacific Center for Financial Services | History | Reduced | 101 | 1 | 0.0% | 0.0% | 209 | -100 | -49.75% | Q2 2026 | Aug 05, 2026 |
| TRUST CO OF VERMONT | History | New | 100 | 1 | 0.0% | — | 216 | +100 | New | Q2 2026 | Aug 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 146 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 94 | 1 | 0.0% | — | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 125 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Parallel Advisors, LLC | History | No change | 119 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crewe Advisors LLC | History | No change | 120 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 117 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SJS Investment Consulting Inc. | History | No change | 100 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 112 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LRI Investments, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aventail Capital Group, LP | History | Closed out | 0 | 0 | — | 0.25% | — | -486,381 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.01% | — | -217,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -173,931 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -165,286 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -79,594 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -75,678 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,857 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -63,711 | -100.0% | Q2 2026 | Aug 03, 2026 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -51,989 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,389 | -100.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -48,329 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.02% | — | -27,822 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ares Systematic Credit Ltd | History | Closed out | 0 | 0 | — | 0.18% | — | -22,578 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -19,122 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Linscomb Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,001 | -100.0% | Q2 2026 | Jul 31, 2026 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -12,334 | -100.0% | Q2 2026 | Jul 28, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,315 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,016 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,634 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,650 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -1,008 | -99.9% | Q2 2026 | Jul 17, 2026 |
| Osbon Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -988 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 15 | 0 | — | 0.0% | — | -558 | -97.38% | Q2 2026 | Aug 11, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Indiana Trust & Investment Management Co | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q2 2026 | Jul 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Institute for Wealth Management, LLC. | History | New | 75 | 0 | — | — | — | +75 | New | Q2 2026 | Jul 28, 2026 |
| BOKF, NA | History | New | 70 | 0 | — | — | — | +70 | New | Q2 2026 | Aug 10, 2026 |
| Wall Street Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -63 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Atlatl Advisers LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 28 | 0 | — | — | — | +10 | 55.56% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Sep 04, 2026 |
| JNBA Financial Advisors | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 23, 2026 |
| ST GERMAIN D J CO INC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 21, 2026 |
| Kroeger Financial Partners | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |