Accolade, Inc. - 00437E102
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 | Reduced | 6,038,019 | 42,145 | 0.0% | 0.0% | 1 | -189,030 | -3.04% | Q1 2025 | May 02, 2025 |
| Magnetar Financial LLC | History | New | 5,750,393 | 40,137 | 0.53% | — | 2 | +5,750,393 | New | Q1 2025 | May 15, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,194,759 | 36,259 | 0.01% | 0.0% | 3 | +5,119,667 | 6817.86% | Q1 2025 | May 15, 2025 |
| VANGUARD GROUP INC | History | Added to | 4,186,679 | 29,223 | 0.0% | 0.0% | 4 | +5,292 | 0.13% | Q1 2025 | May 09, 2025 |
| First Trust Capital Management L.P. | History | New | 2,257,932 | 15,760 | 1.14% | — | 5 | +2,257,932 | New | Q1 2025 | Jul 25, 2025 |
| Polar Asset Management Partners Inc. | History | New | 1,873,557 | 13,077 | 0.3% | — | 6 | +1,873,557 | New | Q1 2025 | May 15, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,813,032 | 12,658 | 0.0% | 0.0% | 7 | +68,639 | 3.93% | Q1 2025 | May 13, 2025 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,705,171 | 11,902 | 0.0% | 0.0% | 8 | +886,240 | 108.22% | Q1 2025 | Jun 27, 2025 |
| AQR Arbitrage LLC | History | New | 1,673,254 | 11,679 | 0.28% | — | 9 | +1,673,254 | New | Q1 2025 | May 15, 2025 |
| JANE STREET GROUP, LLC | History | Reduced | 1,525,278 | 10,646 | 0.0% | 0.0% | 10 | -328,487 | -17.72% | Q1 2025 | May 19, 2025 |
| STATE STREET CORP | History | Reduced | 1,459,042 | 10,184 | 0.0% | 0.0% | 11 | -5,656 | -0.39% | Q1 2025 | May 15, 2025 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,175,449 | 8,204 | 0.01% | 0.01% | 12 | -1,105,334 | -48.46% | Q1 2025 | May 15, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,119,596 | 7,814 | 0.0% | 0.0% | 13 | -393,679 | -26.02% | Q1 2025 | May 13, 2025 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 1,090,904 | 7,614 | 0.18% | 0.08% | 14 | +25,147 | 2.36% | Q1 2025 | May 13, 2025 |
| Qube Research & Technologies Ltd | History | Added to | 1,004,299 | 7,010 | 0.01% | 0.0% | 15 | +665,865 | 196.75% | Q1 2025 | May 15, 2025 |
| CITADEL ADVISORS LLC | History | Added to | 814,689 | 5,686 | 0.0% | 0.0% | 16 | +73,571 | 9.93% | Q1 2025 | May 15, 2025 |
| NORTHERN TRUST CORP | History | Reduced | 619,038 | 4,320 | 0.0% | 0.0% | 17 | -17,974 | -2.82% | Q1 2025 | May 13, 2025 |
| MORGAN STANLEY | History | Added to | 611,186 | 4,266 | 0.0% | 0.0% | 18 | +261,541 | 74.8% | Q1 2025 | May 15, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 604,171 | 4,217 | 0.0% | 0.01% | 19 | -2,486,690 | -80.45% | Q1 2025 | May 15, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 600,382 | 4,190 | 0.0% | 0.0% | 20 | -11,349 | -1.86% | Q1 2025 | Sep 15, 2025 |
| GABELLI FUNDS LLC | History | New | 569,336 | 3,973 | 0.03% | — | 21 | +569,336 | New | Q1 2025 | May 14, 2025 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 490,000 | 3,420 | 0.06% | 0.03% | 22 | -90,000 | -15.52% | Q1 2025 | May 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 418,585 | 2,921 | 0.0% | 0.0% | 23 | +112,749 | 36.87% | Q1 2025 | May 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 361,787 | 2,525 | 0.0% | 0.0% | 24 | -229,149 | -38.78% | Q1 2025 | May 15, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 351,265 | 2,451 | 0.01% | — | 25 | +351,265 | New | Q1 2025 | May 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 317,923 | 2,219 | 0.0% | 0.0% | 26 | -246,820 | -43.7% | Q1 2025 | May 15, 2025 |
| JPMORGAN CHASE & CO | History | Added to | 299,279 | 2,088 | 0.0% | 0.0% | 27 | +216,022 | 259.46% | Q1 2025 | May 12, 2025 |
| PenderFund Capital Management Ltd. | History | New | 62,700 | 2,087 | 0.57% | — | 28 | +62,700 | New | Q1 2025 | Aug 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 289,134 | 2,018 | 0.0% | 0.0% | 29 | +197,479 | 215.46% | Q1 2025 | May 14, 2025 |
| Carmignac Gestion | History | New | 238,864 | 1,667 | 0.03% | — | 30 | +238,864 | New | Q1 2025 | May 14, 2025 |
| Groupe la Francaise | History | New | 226,800 | 1,586 | 0.03% | — | 31 | +226,800 | New | Q1 2025 | May 14, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | New | 220,000 | 1,535 | 0.02% | — | 32 | +220,000 | New | Q1 2025 | May 14, 2025 |
| Nuveen, LLC | History | New | 214,621 | 1,498 | 0.0% | — | 33 | +214,621 | New | Q1 2025 | May 12, 2025 |
| Bank of New York Mellon Corp | History | Added to | 208,617 | 1,456 | 0.0% | 0.0% | 34 | +7,417 | 3.69% | Q1 2025 | Apr 29, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 203,201 | 1,418 | 0.0% | 0.0% | 35 | -95,166 | -31.9% | Q1 2025 | May 15, 2025 |
| CITIGROUP INC | History | Added to | 202,554 | 1,413 | 0.0% | 0.0% | 36 | +145,375 | 254.25% | Q1 2025 | May 12, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 144,985 | 1,011 | 0.01% | — | 37 | +144,985 | New | Q1 2025 | May 08, 2025 |
| OMERS ADMINISTRATION Corp | History | New | 138,800 | 968 | 0.01% | — | 38 | +138,800 | New | Q1 2025 | May 14, 2025 |
| Invesco Ltd. | History | Added to | 134,601 | 939 | 0.0% | 0.0% | 39 | +55,877 | 70.98% | Q1 2025 | May 12, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 121,445 | 847 | 0.0% | — | 40 | +121,445 | New | Q1 2025 | May 14, 2025 |
| RHUMBLINE ADVISERS | History | Reduced | 114,704 | 800 | 0.0% | 0.0% | 41 | -432 | -0.38% | Q1 2025 | May 29, 2025 |
| AMERIPRISE FINANCIAL INC | History | Added to | 111,224 | 776 | 0.0% | 0.0% | 42 | +57,471 | 106.92% | Q1 2025 | May 14, 2025 |
| BARCLAYS PLC | History | Reduced | 107,809 | 752 | 0.0% | 0.0% | 43 | -43,684 | -28.84% | Q1 2025 | Mar 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 102,598 | 720 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2025 | May 14, 2025 |
| HSBC HOLDINGS PLC | History | Added to | 102,712 | 718 | 0.0% | 0.0% | 45 | +39,773 | 63.19% | Q1 2025 | May 14, 2025 |
| LMR Partners LLP | History | New | 96,590 | 674 | 0.01% | — | 46 | +96,590 | New | Q1 2025 | May 15, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 91,735 | 640 | 0.01% | — | 47 | +91,735 | New | Q1 2025 | May 12, 2025 |
| Cresset Asset Management, LLC | History | Added to | 82,192 | 573 | 0.0% | 0.0% | 48 | +1,039 | 1.28% | Q1 2025 | May 13, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | New | 80,276 | 560 | 0.0% | — | 49 | +80,276 | New | Q1 2025 | May 13, 2025 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 79,163 | 552 | 0.0% | 0.0% | 50 | +1,706 | 2.2% | Q1 2025 | May 15, 2025 |
| US BANCORP \DE\ | History | Added to | 75,539 | 527 | 0.0% | 0.0% | 51 | +214 | 0.28% | Q1 2025 | May 08, 2025 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 63,300 | 441 | 0.0% | 0.0% | 52 | -131,500 | -67.51% | Q1 2025 | May 15, 2025 |
| DEUTSCHE BANK AG\ | History | Added to | 62,240 | 434 | 0.0% | 0.0% | 53 | +59,099 | 1881.53% | Q1 2025 | May 09, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 60,329 | 421 | 0.0% | 0.0% | 54 | +4,649 | 8.35% | Q1 2025 | Apr 30, 2025 |
| FMR LLC | History | Added to | 57,497 | 401 | 0.0% | 0.0% | 55 | +4,004 | 7.49% | Q1 2025 | May 12, 2025 |
| Miracle Mile Advisors, LLC | History | No change | 57,427 | 400 | 0.01% | 0.0% | 56 | 0 | 0.0% | Q1 2025 | Apr 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | New | 56,200 | 392 | 0.0% | — | 57 | +56,200 | New | Q1 2025 | May 15, 2025 |
| UBS Group AG | History | Reduced | 54,213 | 378 | 0.0% | 0.0% | 58 | -204,563 | -79.05% | Q1 2025 | May 13, 2025 |
| XTX Topco Ltd | History | Reduced | 49,888 | 348 | 0.02% | 0.02% | 59 | -37,626 | -42.99% | Q1 2025 | May 08, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 44,563 | 311 | 0.0% | 0.0% | 60 | +7,579 | 20.49% | Q1 2025 | May 20, 2025 |
| MetLife Investment Management, LLC | History | Reduced | 42,958 | 299 | 0.0% | 0.0% | 61 | -379 | -0.87% | Q1 2025 | May 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Added to | 42,142 | 294 | 0.0% | 0.0% | 62 | +1,989 | 4.95% | Q1 2025 | May 13, 2025 |
| IEQ CAPITAL, LLC | History | Reduced | 39,804 | 277 | 0.0% | 0.0% | 63 | -42,705 | -51.76% | Q1 2025 | May 14, 2025 |
| Graham Capital Management, L.P. | History | Reduced | 38,685 | 270 | 0.0% | 0.0% | 64 | -38,890 | -50.13% | Q1 2025 | May 15, 2025 |
| STIFEL FINANCIAL CORP | History | Reduced | 32,185 | 224 | 0.0% | 0.0% | 65 | -345,036 | -91.47% | Q1 2025 | May 14, 2025 |
| Cerity Partners LLC | History | Reduced | 31,179 | 217 | 0.0% | 0.0% | 66 | -28,194 | -47.49% | Q1 2025 | Apr 30, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,477 | 191 | 0.0% | 0.0% | 67 | -7,678 | -21.84% | Q1 2025 | May 13, 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 26,949 | 188 | 0.0% | 0.0% | 68 | -743 | -2.68% | Q1 2025 | May 15, 2025 |
| Verition Fund Management LLC | History | New | 26,471 | 184 | 0.0% | — | 69 | +26,471 | New | Q1 2025 | May 15, 2025 |
| Creative Planning | History | New | 26,045 | 181 | 0.0% | — | 71 | +26,045 | New | Q1 2025 | May 15, 2025 |
| CANTOR FITZGERALD, L. P. | History | New | 25,940 | 181 | 0.0% | — | 70 | +25,940 | New | Q1 2025 | May 15, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,909 | 152 | 0.0% | 0.0% | 72 | -984 | -4.3% | Q1 2025 | May 12, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 21,085 | 147 | 0.0% | 0.0% | 73 | -7,077 | -25.13% | Q1 2025 | Oct 08, 2025 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 20,854 | 145 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2025 | Apr 17, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 20,000 | 139 | 0.0% | — | 76 | +20,000 | New | Q1 2025 | May 07, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 19,933 | 139 | 0.0% | 0.0% | 75 | -3,433 | -14.69% | Q1 2025 | Jun 18, 2025 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,354 | 135 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2025 | May 12, 2025 |
| GLENMEDE TRUST CO NA | History | Reduced | 19,011 | 132 | 0.0% | 0.0% | 78 | -2,176 | -10.27% | Q1 2025 | May 15, 2025 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 17,661 | 123 | 0.0% | 0.0% | 79 | +3,623 | 25.81% | Q1 2025 | May 09, 2025 |
| CIBC WORLD MARKETS CORP | History | New | 16,549 | 115 | 0.0% | — | 80 | +16,549 | New | Q1 2025 | May 13, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,546 | 115 | 0.0% | 0.0% | 81 | +2,552 | 18.24% | Q1 2025 | Apr 16, 2025 |
| SIMPLEX TRADING, LLC | History | Reduced | 14,146 | 98 | 0.0% | 0.0% | 82 | -7,750 | -35.39% | Q1 2025 | May 12, 2025 |
| HighTower Advisors, LLC | History | Reduced | 12,010 | 83 | 0.0% | 0.0% | 83 | -29,490 | -71.06% | Q1 2025 | May 13, 2025 |
| Legal & General Group Plc | History | Reduced | 6,932 | 48 | 0.0% | 0.0% | 84 | -145 | -2.05% | Q1 2025 | May 15, 2025 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 5,366 | 37 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2025 | May 15, 2025 |
| ROYAL BANK OF CANADA | History | New | 5,004 | 35 | 0.0% | — | 86 | +5,004 | New | Q1 2025 | Nov 21, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,342 | 30 | 0.0% | 0.0% | 87 | -81,792 | -94.96% | Q1 2025 | May 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,867 | 20 | 0.0% | 0.0% | 88 | -490 | -14.6% | Q1 2025 | May 15, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,780 | 19 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2025 | May 14, 2025 |
| GROUP ONE TRADING LLC | History | Reduced | 2,540 | 17 | 0.0% | 0.0% | 90 | -108,822 | -97.72% | Q1 2025 | May 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,263 | 15 | 0.0% | — | 91 | +2,099 | 1279.88% | Q1 2025 | May 09, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 1,415 | 9 | 0.0% | — | 92 | +1,415 | New | Q1 2025 | May 13, 2025 |
| Sterling Capital Management LLC | History | Reduced | 882 | 6 | 0.0% | 0.0% | 93 | -795 | -47.41% | Q1 2025 | May 13, 2025 |
| Russell Investments Group, Ltd. | History | Added to | 926 | 6 | 0.0% | — | 94 | +777 | 521.48% | Q1 2025 | May 13, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 422 | 2 | 0.0% | — | 95 | +417 | 8340.0% | Q1 2025 | Apr 14, 2025 |
| ARK Investment Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,663,613 | -100.0% | Q4 2024 | Feb 04, 2025 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | History | Closed out | 0 | 0 | — | 0.23% | — | -3,475,000 | -100.0% | Q4 2024 | Feb 14, 2025 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,766,480 | -100.0% | Q4 2024 | Jan 28, 2025 |
| Nikko Asset Management Americas, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,766,480 | -100.0% | Q4 2024 | Feb 10, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -844,999 | -100.0% | Q4 2024 | Feb 14, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -634,470 | -100.0% | Q4 2024 | Feb 10, 2025 |
| Bellevue Group AG | History | Closed out | 0 | 0 | — | 0.04% | — | -615,509 | -100.0% | Q4 2024 | Feb 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -531,885 | -100.0% | Q4 2024 | Feb 13, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -431,063 | -100.0% | Q4 2024 | Feb 11, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.01% | — | -286,600 | -100.0% | Q4 2024 | Feb 13, 2025 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -169,223 | -100.0% | Q4 2024 | Feb 12, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -133,471 | -100.0% | Q4 2024 | May 02, 2025 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -116,204 | -100.0% | Q4 2024 | Feb 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -89,779 | -100.0% | Q4 2024 | Feb 14, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -81,763 | -100.0% | Q4 2024 | Feb 12, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,630 | -100.0% | Q4 2024 | Feb 14, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -54,063 | -100.0% | Q4 2024 | Feb 11, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,794 | -100.0% | Q4 2024 | Jan 29, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,489 | -100.0% | Q4 2024 | Feb 13, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,201 | -100.0% | Q4 2024 | Feb 11, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,969 | -100.0% | Q4 2024 | Feb 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,319 | -100.0% | Q4 2024 | Feb 10, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,045 | -100.0% | Q4 2024 | Feb 13, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,282 | -100.0% | Q4 2024 | Feb 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -21,508 | -100.0% | Q4 2024 | Feb 13, 2025 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,574 | -100.0% | Q4 2024 | Feb 14, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,734 | -100.0% | Q4 2024 | Feb 13, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,535 | -100.0% | Q4 2024 | Feb 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,256 | -100.0% | Q4 2024 | Feb 13, 2025 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,000 | -100.0% | Q4 2024 | Feb 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,247 | -100.0% | Q4 2024 | Feb 14, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,505 | -100.0% | Q4 2024 | Feb 10, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,366 | -100.0% | Q4 2024 | Jan 16, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -492 | -100.0% | Q4 2024 | Feb 13, 2025 |
| SBI Securities Co., Ltd. | History | Added to | 12 | 0 | — | — | — | +3 | 33.33% | Q1 2025 | May 02, 2025 |
| Leonteq Securities AG | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2025 | Feb 23, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2025 | May 05, 2025 |