Xerox Holdings Corp - XRX
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 | 10,594,117 | 33,159 | 0.0% | 0.0% | 1 | +440,048 | 4.33% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 5,941,429 | 18,596 | 0.01% | 0.0% | 2 | +2,441,104 | 69.74% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 5,833,839 | 18,404 | 0.0% | 0.0% | 3 | -34,149 | -0.58% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 5,508,739 | 17,242 | 0.0% | 0.0% | 4 | -605,279 | -9.9% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 5,471,574 | 17,126 | 0.01% | 0.01% | 5 | +217,484 | 4.14% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 5,188,512 | 16,240 | 0.01% | 0.0% | 6 | +1,494,031 | 40.44% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 4,642,965 | 14,532 | 0.0% | 0.0% | 7 | -416,473 | -8.23% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 4,290,878 | 13,430 | 0.0% | 0.0% | 8 | +397,357 | 10.21% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,793,040 | 11,872 | 0.0% | 0.0% | 9 | +359,405 | 10.47% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,293,527 | 10,308 | 0.0% | 0.0% | 10 | -344,747 | -9.48% | Q2 2026 | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 3,248,819 | 10,168 | 0.2% | 0.05% | 11 | +2,053,739 | 171.85% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,194,268 | 10,000 | 0.0% | 0.0% | 12 | +271,535 | 9.29% | Q2 2026 | Aug 12, 2026 |
| DLD Asset Management, LP | History | Added to | 3,075,000 | 9,606 | 0.63% | 0.22% | 13 | +1,225,000 | 66.22% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,760,368 | 8,640 | 0.0% | 0.0% | 14 | -3,072,639 | -52.68% | Q2 2026 | Aug 11, 2026 |
| Man Group plc | History | Reduced | 2,172,183 | 6,798 | 0.01% | 0.01% | 15 | -416,177 | -16.08% | Q2 2026 | Aug 14, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 2,000,000 | 6,260 | 0.08% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | Reduced | 1,921,900 | 6,015 | 0.02% | 0.01% | 17 | -9,000 | -0.47% | Q2 2026 | Aug 14, 2026 |
| Kore Advisors LP | History | No change | 1,862,700 | 5,830 | 6.06% | 2.59% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Added to | 1,797,300 | 5,625 | 0.15% | 0.04% | 19 | +917,300 | 104.24% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,786,979 | 5,593 | 0.0% | 0.0% | 20 | +226,905 | 14.54% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,515,984 | 4,745 | 0.0% | 0.0% | 21 | +1,220,221 | 412.57% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,506,999 | 4,716 | 0.0% | 0.0% | 22 | +1,062,799 | 239.26% | Q2 2026 | Sep 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,352,045 | 4,204 | 0.0% | 0.0% | 23 | +485,818 | 56.08% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 1,334,763 | 4,177 | 0.0% | 0.0% | 24 | -225,527 | -14.45% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,300,559 | 4,070 | 0.0% | 0.0% | 25 | +145,355 | 12.58% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,299,770 | 4,068 | 0.0% | 0.0% | 26 | +601,956 | 86.26% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,119,915 | 3,505 | 0.0% | 0.0% | 27 | +839,615 | 299.54% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 1,065,255 | 3,334 | 0.03% | 0.01% | 28 | +9,190 | 0.87% | Q2 2026 | Aug 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,045,722 | 3,273 | 0.01% | 0.0% | 29 | +30,234 | 2.98% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 958,168 | 3,037 | 0.0% | 0.0% | 30 | -424,963 | -30.72% | Q2 2026 | Aug 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 934,045 | 2,923 | 0.08% | 0.04% | 31 | -25,026 | -2.61% | Q2 2026 | Jul 31, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 860,000 | 2,691 | 0.0% | 0.0% | 32 | +24,500 | 2.93% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 817,928 | 2,560 | 0.0% | 0.0% | 33 | +172,304 | 26.69% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 796,041 | 2,491 | 0.0% | 0.0% | 34 | +37,734 | 4.98% | Q2 2026 | Aug 13, 2026 |
| Greenland Capital Management LP | History | New | 750,000 | 2,347 | 0.29% | — | 35 | +750,000 | New | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 720,850 | 2,234 | 0.11% | 0.04% | 36 | +74,000 | 11.44% | Q2 2026 | Jul 28, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | No change | 700,000 | 2,191 | 0.3% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 615,765 | 1,927 | 0.03% | 0.02% | 38 | +29,526 | 5.04% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 602,950 | 1,887 | 0.0% | 0.0% | 39 | -48,200 | -7.4% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | Added to | 599,444 | 1,876 | 0.01% | 0.0% | 40 | +69,046 | 13.02% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 584,825 | 1,830 | 0.0% | 0.0% | 41 | +170,776 | 41.25% | Q2 2026 | Aug 14, 2026 |
| Converium Capital Inc. | History | New | 575,000 | 1,799 | 0.23% | — | 42 | +575,000 | New | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 565,700 | 1,770 | 0.02% | 0.01% | 43 | +1,700 | 0.3% | Q2 2026 | Aug 12, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 503,589 | 1,573 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 491,602 | 1,538 | 0.0% | — | 45 | +491,602 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 469,498 | 1,469 | 0.0% | 0.0% | 46 | +291,613 | 163.93% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 458,505 | 1,435 | 0.0% | 0.0% | 47 | -1,892,416 | -80.5% | Q2 2026 | Sep 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 420,455 | 1,316 | 0.0% | 0.0% | 48 | +331,554 | 372.95% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 419,462 | 1,312 | 0.0% | 0.0% | 49 | +36,352 | 9.49% | Q2 2026 | Aug 06, 2026 |
| CastleKnight Management LP | History | No change | 404,600 | 1,266 | 0.02% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 374,942 | 1,173 | 0.0% | 0.0% | 51 | -84,929 | -18.47% | Q2 2026 | Aug 14, 2026 |
| Mork Capital Management, LLC | History | No change | 375,000 | 1,173 | 0.75% | 0.34% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 354,979 | 1,111 | 0.0% | 0.0% | 53 | +311,456 | 715.61% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | Reduced | 331,498 | 1,037 | 0.0% | 0.0% | 54 | -24,669 | -6.93% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 327,807 | 1,026 | 0.0% | 0.0% | 55 | +12,648 | 4.01% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 321,723 | 1,006 | 0.0% | 0.0% | 56 | -4,561 | -1.4% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 286,622 | 897 | 0.02% | 0.0% | 57 | +203,123 | 243.26% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 260,289 | 814 | 0.0% | 0.0% | 58 | +246,678 | 1812.34% | Q2 2026 | Aug 07, 2026 |
| Sculptor Capital LP | History | No change | 253,200 | 792 | 0.01% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | New | 248,792 | 778 | 0.08% | — | 60 | +248,792 | New | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 246,434 | 771 | 0.01% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Asset Management LLC | History | New | 5,152 | 745 | 0.1% | — | 62 | +5,152 | New | Q2 2026 | Jul 07, 2026 |
| STRS OHIO | History | Added to | 211,200 | 661 | 0.0% | 0.0% | 63 | +122,900 | 139.18% | Q2 2026 | Jul 30, 2026 |
| Odyssean, LLC | History | New | 203,988 | 638 | 0.1% | — | 64 | +203,988 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 186,975 | 586 | 0.0% | 0.0% | 65 | +39,668 | 26.93% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Added to | 183,432 | 574 | 0.02% | 0.0% | 66 | +170,768 | 1348.45% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 175,046 | 547 | 0.0% | 0.0% | 67 | +7,215 | 4.3% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 172,606 | 540 | 0.0% | 0.0% | 68 | +7,739 | 4.69% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Reduced | 172,156 | 538 | 0.0% | 0.0% | 69 | -315,543 | -64.7% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | New | 151,814 | 475 | 0.0% | — | 70 | +151,814 | New | Q2 2026 | Jul 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 149,139 | 466 | 0.0% | — | 71 | +149,139 | New | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | New | 142,422 | 445 | 0.05% | — | 72 | +142,422 | New | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 140,180 | 438 | 0.0% | 0.0% | 73 | +97,994 | 232.29% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | Added to | 135,400 | 423 | 0.0% | 0.0% | 74 | +93,800 | 225.48% | Q2 2026 | Aug 03, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 121,348 | 379 | 0.01% | 0.01% | 75 | -160,436 | -56.94% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 119,964 | 375 | 0.0% | 0.0% | 76 | +36,134 | 43.1% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 119,066 | 372 | 0.0% | 0.0% | 77 | +22,902 | 23.82% | Q2 2026 | Aug 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 104,700 | 327 | 0.0% | 0.0% | 78 | -62,000 | -37.19% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 99,099 | 310 | 0.0% | 0.0% | 79 | -22,237 | -18.33% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 97,384 | 304 | 0.0% | 0.0% | 80 | +91,913 | 1680.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 91,974 | 287 | 0.0% | 0.0% | 81 | +27,071 | 41.71% | Q2 2026 | Aug 12, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 87,108 | 272 | 0.15% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 198,155 | 255 | 0.0% | 0.0% | 83 | +45,156 | 29.51% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 81,087 | 253 | 0.0% | — | 84 | +81,087 | New | Q2 2026 | Aug 06, 2026 |
| Walleye Capital LLC | History | Reduced | 74,505 | 233 | 0.0% | 0.0% | 85 | -218,999 | -74.62% | Q2 2026 | Aug 03, 2026 |
| Engineers Gate Manager LP | History | Reduced | 73,041 | 228 | 0.0% | 0.0% | 86 | -172,412 | -70.24% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 68,000 | 212 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 67,250 | 210 | 0.0% | 0.0% | 88 | +24,322 | 56.66% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 61,962 | 193 | 0.0% | 0.0% | 89 | -19 | -0.03% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 59,695 | 186 | 0.01% | — | 90 | +59,695 | New | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | Reduced | 56,936 | 178 | 0.02% | 0.05% | 91 | -506,706 | -89.9% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 55,959 | 175 | 0.0% | 0.0% | 92 | -101 | -0.18% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 60,947 | 171 | 0.0% | 0.0% | 93 | +41,711 | 216.84% | Q2 2026 | Jul 15, 2026 |
| Belvedere Trading LLC | History | New | 48,507 | 156 | 0.0% | — | 94 | +48,507 | New | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 44,571 | 139 | 0.0% | 0.0% | 95 | +3,708 | 9.07% | Q2 2026 | Jul 22, 2026 |
| IEQ CAPITAL, LLC | History | New | 42,571 | 133 | 0.0% | — | 96 | +42,571 | New | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 41,658 | 130 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | New | 40,000 | 125 | 0.0% | — | 98 | +40,000 | New | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 38,589 | 120 | 0.0% | — | 99 | +38,589 | New | Q2 2026 | Aug 19, 2026 |
| Gotham Asset Management, LLC | History | New | 36,770 | 115 | 0.0% | — | 100 | +36,770 | New | Q2 2026 | Aug 14, 2026 |
| Marathon Trading Investment Management LLC | History | Reduced | 35,655 | 111 | 0.0% | 0.0% | 101 | -25,000 | -41.22% | Q2 2026 | Aug 12, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 35,615 | 111 | 0.01% | 0.0% | 102 | +3,453 | 10.74% | Q2 2026 | Jul 17, 2026 |
| Sigma Planning Corp | History | Reduced | 49,674 | 105 | 0.0% | 0.0% | 103 | -34,929 | -41.29% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 33,048 | 103 | 0.0% | 0.0% | 104 | -87,965 | -72.69% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 33,193 | 103 | 0.0% | 0.0% | 105 | -312 | -0.93% | Q2 2026 | Jul 16, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 32,774 | 102 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 32,563 | 101 | 0.0% | 0.0% | 107 | -2,432 | -6.95% | Q2 2026 | Sep 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 32,521 | 101 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 32,127 | 100 | 0.0% | — | 109 | +32,127 | New | Q2 2026 | Aug 13, 2026 |
| J. Safra Sarasin Holding AG | History | New | 32,103 | 100 | 0.0% | — | 110 | +32,103 | New | Q2 2026 | Jul 31, 2026 |
| Wealthfront Advisers LLC | History | Added to | 31,868 | 99 | 0.0% | 0.0% | 111 | +1,654 | 5.47% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,687 | 96 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 30,209 | 94 | 0.0% | 0.0% | 113 | -2,996 | -9.02% | Q2 2026 | Aug 10, 2026 |
| Prism Advisors, Inc. | History | Added to | 29,071 | 90 | 0.02% | 0.01% | 114 | +100 | 0.35% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 28,271 | 88 | 0.0% | 0.0% | 115 | +16,885 | 148.3% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | Reduced | 27,898 | 87 | 0.02% | 0.01% | 116 | -575 | -2.02% | Q2 2026 | Jul 10, 2026 |
| Creative Planning | History | Added to | 26,489 | 82 | 0.0% | 0.0% | 117 | +15,959 | 151.56% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | New | 24,646 | 77 | 0.0% | — | 119 | +24,646 | New | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 24,646 | 77 | 0.01% | 0.0% | 118 | +22,914 | 1322.98% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 24,339 | 76 | 0.0% | 0.0% | 120 | +9,810 | 67.52% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 24,071 | 75 | 0.0% | 0.0% | 121 | +3,305 | 15.92% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 23,837 | 74 | 0.0% | 0.0% | 122 | -30,975 | -56.51% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 21,973 | 68 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 21,035 | 65 | 0.01% | 0.03% | 125 | -90,264 | -81.1% | Q2 2026 | Aug 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 25,280 | 65 | 0.0% | 0.0% | 124 | +6,014 | 31.22% | Q2 2026 | Jul 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 20,752 | 64 | 0.0% | 0.0% | 126 | -55,450 | -72.77% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 20,047 | 62 | 0.0% | 0.0% | 127 | +972 | 5.1% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 18,545 | 58 | 0.0% | 0.0% | 128 | +11,551 | 165.16% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | Reduced | 17,914 | 56 | 0.0% | 0.0% | 129 | -129,736 | -87.87% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | New | 17,822 | 55 | 0.0% | — | 130 | +17,822 | New | Q2 2026 | Aug 13, 2026 |
| CSS LLC/IL | History | Reduced | 17,000 | 53 | 0.0% | 0.0% | 131 | -3,400 | -16.67% | Q2 2026 | Aug 14, 2026 |
| Portman Square Capital LLP | History | No change | 16,807 | 52 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BRIGHTON JONES LLC | History | New | 16,474 | 51 | 0.0% | — | 134 | +16,474 | New | Q2 2026 | Aug 11, 2026 |
| Coastwise Capital Group, LLC | History | New | 16,359 | 51 | 0.03% | — | 137 | +16,359 | New | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | Added to | 16,336 | 51 | 0.0% | 0.0% | 135 | +5,830 | 55.49% | Q2 2026 | Aug 14, 2026 |
| BFSG, LLC | History | Reduced | 16,545 | 51 | 0.0% | 0.0% | 136 | -230 | -1.37% | Q2 2026 | Jul 20, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 16,357 | 51 | 0.0% | 0.0% | 133 | -2 | -0.01% | Q2 2026 | Aug 12, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 16,140 | 50 | 0.0% | 0.0% | 139 | -4,260 | -20.88% | Q2 2026 | Aug 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 15,983 | 50 | 0.0% | 0.0% | 138 | -1,092 | -6.4% | Q2 2026 | Aug 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 36,693 | 47 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 14,472 | 45 | 0.0% | — | 141 | +14,472 | New | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,658 | 42 | 0.0% | 0.0% | 142 | -15,203 | -52.68% | Q2 2026 | Jul 27, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | New | 13,164 | 41 | 0.01% | — | 143 | +13,164 | New | Q2 2026 | Aug 13, 2026 |
| Teton Advisors, LLC | History | New | 12,146 | 38 | 0.02% | — | 145 | +12,146 | New | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | Reduced | 12,258 | 38 | 0.0% | 0.0% | 144 | -9,361 | -43.3% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | New | 12,070 | 37 | 0.01% | — | 147 | +12,070 | New | Q2 2026 | Jul 24, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 12,000 | 37 | 0.01% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | New | 11,628 | 36 | 0.0% | — | 150 | +11,628 | New | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | New | 11,537 | 36 | 0.0% | — | 148 | +11,537 | New | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Added to | 11,618 | 36 | 0.0% | 0.0% | 149 | +1,040 | 9.83% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 11,369 | 35 | 0.0% | — | 152 | +11,369 | New | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | New | 11,359 | 35 | 0.0% | — | 151 | +11,359 | New | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,586 | 33 | 0.0% | 0.0% | 153 | -43,226 | -80.33% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 10,336 | 32 | 0.0% | 0.0% | 154 | -14,101 | -57.7% | Q2 2026 | Aug 11, 2026 |
| Krilogy Financial LLC | History | New | 10,500 | 32 | 0.0% | — | 155 | +10,500 | New | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | Added to | 10,334 | 32 | 0.0% | 0.0% | 156 | +289 | 2.88% | Q2 2026 | Aug 12, 2026 |
| S Harris Financial Group, LLC | History | No change | 10,397 | 32 | 0.02% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,840 | 30 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 8,598 | 26 | 0.0% | 0.0% | 159 | -97 | -1.12% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 8,143 | 25 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 7,961 | 24 | 0.0% | 0.0% | 161 | +3,643 | 84.37% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 6,100 | 19 | 0.0% | — | 162 | +6,100 | New | Q2 2026 | Aug 13, 2026 |
| NBH Bank | History | New | 5,807 | 18 | 0.01% | — | 164 | +5,807 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,654 | 18 | 0.0% | 0.0% | 163 | +3,934 | 228.72% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 5,354 | 16 | 0.0% | 0.0% | 165 | +2,945 | 122.25% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,001 | 15 | 0.0% | — | 166 | +5,000 | 500000.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Added to | 4,859 | 15 | 0.0% | 0.0% | 167 | +90 | 1.89% | Q2 2026 | Jul 20, 2026 |
| NFSG Corp | History | Reduced | 4,404 | 13 | 0.0% | 0.0% | 169 | -439 | -9.06% | Q2 2026 | Aug 14, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 4,166 | 13 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,053 | 9 | 0.0% | — | 171 | +2,887 | 1739.16% | Q2 2026 | Aug 10, 2026 |
| Covestor Ltd | History | Reduced | 2,914 | 9 | 0.01% | 0.0% | 172 | -2,299 | -44.1% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,126 | 9 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,517 | 7 | 0.0% | 0.0% | 173 | -4,833 | -65.76% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,460 | 7 | 0.0% | 0.0% | 174 | -1,438 | -36.89% | Q2 2026 | Jul 28, 2026 |
| Clear Street Group Inc. | History | New | 2,200 | 6 | 0.0% | — | 175 | +2,200 | New | Q2 2026 | Aug 12, 2026 |
| Mosley Wealth Management | History | Added to | 2,000 | 6 | 0.0% | 0.0% | 176 | +1,000 | 100.0% | Q2 2026 | Jul 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,650 | 5 | 0.0% | 0.0% | 177 | -4,724 | -74.11% | Q2 2026 | Aug 24, 2026 |
| Institute for Wealth Management, LLC. | History | New | 1,500 | 4 | 0.0% | — | 179 | +1,500 | New | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,572 | 4 | 0.0% | — | 180 | +956 | 155.19% | Q2 2026 | Jul 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,442 | 4 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,500 | 4 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 985 | 3 | 0.0% | 0.0% | 186 | -6,721 | -87.22% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,000 | 3 | 0.0% | 0.0% | 183 | -1,400 | -58.33% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | New | 1,031 | 3 | 0.0% | — | 184 | +1,031 | New | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,209 | 3 | 0.0% | — | 182 | +1,006 | 495.57% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,142 | 3 | 0.0% | — | 185 | +504 | 79.0% | Q2 2026 | Jul 17, 2026 |
| Parallel Advisors, LLC | History | New | 907 | 2 | 0.0% | — | 188 | +907 | New | Q2 2026 | Aug 05, 2026 |
| True Wealth Design, LLC | History | Added to | 863 | 2 | 0.0% | — | 189 | +619 | 253.69% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 680 | 2 | 0.0% | — | 187 | -86 | -11.23% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | New | 425 | 1 | 0.0% | — | 193 | +425 | New | Q2 2026 | Sep 04, 2026 |
| PRIVATE TRUST CO NA | History | New | 346 | 1 | 0.0% | — | 191 | +346 | New | Q2 2026 | Jul 28, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 472 | 1 | 0.0% | — | 200 | +338 | 252.24% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | New | 335 | 1 | 0.0% | — | 197 | +335 | New | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | Added to | 327 | 1 | 0.0% | — | 195 | +285 | 678.57% | Q2 2026 | Jul 24, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 410 | 1 | 0.0% | — | 198 | +262 | 177.03% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 389 | 1 | 0.0% | — | 196 | +2 | 0.52% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 399 | 1 | 0.0% | — | 190 | +1 | 0.25% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 565 | 1 | 0.0% | — | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 629 | 1 | 0.0% | — | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 469 | 1 | 0.0% | — | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Eagle Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,099,635 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -576,727 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -432,805 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -281,841 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -200,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Unifi Asset Management LP | History | Closed out | 0 | 0 | — | 0.07% | — | -175,541 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -173,228 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105,390 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Rangeley Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cable Car Capital, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -100,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -87,840 | -100.0% | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71,044 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,266 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,000 | -100.0% | Q2 2026 | Jul 08, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -20,654 | -100.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,307 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Williams & Novak, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,615 | -100.0% | Q2 2026 | Jul 08, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,213 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JBF Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,638 | -100.0% | Q2 2026 | Aug 13, 2026 |
| OPINICUS CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,841 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,704 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,751 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Bank of Jackson Hole Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -5,807 | -100.0% | Q1 2026 | May 12, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,299 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 118 | 0 | — | 0.0% | — | -1,329 | -91.85% | Q2 2026 | Aug 05, 2026 |
| PayPay Securities Corp | History | Reduced | 292 | 0 | — | 0.07% | — | -1,088 | -78.84% | Q2 2026 | Jul 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -773 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -723 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -249 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | New | 246 | 0 | — | — | — | +246 | New | Q2 2026 | Jul 20, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 238 | 0 | — | — | — | +238 | New | Q2 2026 | Aug 06, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | — | — | -199 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -193 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -193 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Avion Wealth | History | New | 189 | 0 | — | — | — | +189 | New | Q2 2026 | Jul 31, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -189 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -187 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -142 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 132 | 0 | — | — | — | +132 | New | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | — | — | -130 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Markowski Investments | History | New | 125 | 0 | — | — | — | +125 | New | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -125 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | New | 95 | 0 | — | — | — | +95 | New | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | New | 57 | 0 | — | — | — | +57 | New | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 54 | 0 | — | — | — | +52 | 2600.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | Added to | 154 | 0 | — | — | — | +29 | 23.2% | Q2 2026 | Aug 06, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 49 | 0 | — | — | — | -25 | -33.78% | Q2 2026 | Jul 20, 2026 |
| Front Row Advisors LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 22 | 0 | — | — | — | +22 | New | Q2 2026 | Jul 29, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 03, 2026 |
| GAMMA Investing LLC | History | Added to | 249 | 0 | — | — | — | +19 | 8.26% | Q2 2026 | Jul 07, 2026 |
| Key Capital Management, INC | History | Reduced | 239 | 0 | — | — | — | -5 | -2.05% | Q2 2026 | Jul 27, 2026 |
| Downshift Financial, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | Added to | 50 | 0 | — | — | — | +1 | 2.04% | Q2 2026 | Aug 11, 2026 |
| LRI Investments, LLC | History | Added to | 120 | 0 | — | — | — | +1 | 0.84% | Q2 2026 | Jul 14, 2026 |
| PlanVest Financial, Inc | History | Added to | 26 | 0 | — | — | — | +1 | 4.0% | Q2 2026 | Aug 10, 2026 |
| EASTERN BANK | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| COUNTRY TRUST BANK | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kimelman & Baird, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ASSETMARK, INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCF Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Costello Asset Management, INC | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ESL Trust Services, LLC | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fortis Group Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 195 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McMillan Office, Inc. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |