20230930-DK-Butterfly-1, Inc. - 075896100
Detailed investor-level table based on 13F positions.
Early Q2 2023 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hudson Bay Capital Management LP | History | New | 24,266,416 | 10,371 | 0.09% | — | 1 | +24,266,416 | New | Q1 2023 | May 16, 2023 |
| CITADEL ADVISORS LLC | History | Added to | 11,627,788 | 4,969 | 0.0% | 0.01% | 2 | +1,497,192 | 14.78% | Q1 2023 | May 15, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,809,619 | 4,208 | 0.0% | 0.0% | 3 | +3,533,392 | 56.3% | Q1 2023 | May 16, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 8,661,070 | 3,701 | 8.75% | 9.58% | 4 | +7,030,687 | 431.23% | Q1 2023 | Jan 04, 2024 |
| VANGUARD GROUP INC | History | Reduced | 5,551,624 | 2,372 | 0.0% | 0.0% | 5 | -3,020,494 | -35.24% | Q1 2023 | Jul 14, 2023 |
| NOMURA HOLDINGS INC | History | Reduced | 4,891,806 | 2,090 | 0.01% | 0.05% | 6 | -327,108 | -6.27% | Q1 2023 | May 15, 2023 |
| Allianz Asset Management GmbH | History | Added to | 2,935,818 | 1,254 | 0.0% | 0.01% | 7 | +73,300 | 2.56% | Q1 2023 | May 11, 2023 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,593,912 | 1,107 | 0.0% | 0.0% | 8 | +1,540,532 | 146.25% | Q1 2023 | May 12, 2023 |
| MORGAN STANLEY | History | Added to | 2,304,039 | 984 | 0.0% | 0.0% | 9 | +822,404 | 55.51% | Q1 2023 | May 15, 2023 |
| STATE STREET CORP | History | Reduced | 2,167,906 | 926 | 0.0% | 0.0% | 10 | -1,013,518 | -31.86% | Q1 2023 | May 15, 2023 |
| BARCLAYS PLC | History | Reduced | 1,877,861 | 802 | 0.0% | 0.0% | 11 | -1,557,605 | -45.34% | Q1 2023 | Mar 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,837,304 | 785 | 0.0% | 0.0% | 12 | +434,723 | 30.99% | Q1 2023 | May 15, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 1,752,660 | 749 | 0.0% | — | 13 | +1,752,660 | New | Q1 2023 | May 12, 2023 |
| Walleye Trading LLC | History | Added to | 1,232,809 | 526 | 0.0% | 0.01% | 14 | +115,399 | 10.33% | Q1 2023 | May 15, 2023 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,227,535 | 524 | 0.0% | 0.0% | 15 | +16,945 | 1.4% | Q1 2023 | May 14, 2024 |
| JPMORGAN CHASE & CO | History | Added to | 1,041,302 | 446 | 0.0% | 0.0% | 16 | +301,856 | 40.82% | Q1 2023 | May 18, 2023 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 955,300 | 408 | 0.0% | 0.0% | 17 | +867,000 | 981.88% | Q1 2023 | Apr 12, 2023 |
| NORTHERN TRUST CORP | History | Added to | 854,594 | 365 | 0.0% | 0.0% | 18 | +18,895 | 2.26% | Q1 2023 | May 15, 2023 |
| Invesco Ltd. | History | Reduced | 631,571 | 269 | 0.0% | 0.0% | 19 | -1,731,953 | -73.28% | Q1 2023 | May 12, 2023 |
| UBS Group AG | History | Reduced | 618,702 | 264 | 0.0% | 0.0% | 20 | -517,672 | -45.55% | Q1 2023 | May 12, 2023 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 527,383 | 263 | 0.0% | 0.0% | 21 | -232,985 | -30.64% | Q1 2023 | Jun 13, 2024 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 590,845 | 253 | 0.0% | 0.0% | 22 | +238,568 | 67.72% | Q1 2023 | May 15, 2023 |
| Marathon Trading Investment Management LLC | History | Added to | 515,209 | 220 | 0.02% | — | 23 | +515,109 | 515109.0% | Q1 2023 | May 12, 2023 |
| HBK INVESTMENTS L P | History | New | 504,800 | 215 | 0.01% | — | 24 | +504,800 | New | Q1 2023 | May 15, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 494,800 | 211 | 0.0% | 0.0% | 25 | +474,300 | 2313.66% | Q1 2023 | May 15, 2023 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 489,900 | 209 | 0.0% | 0.0% | 26 | -107,600 | -18.01% | Q1 2023 | May 15, 2023 |
| WHITEBOX ADVISORS LLC | History | No change | 400,000 | 170 | 0.01% | 0.03% | 27 | 0 | 0.0% | Q1 2023 | May 15, 2023 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 373,517 | 160 | 0.0% | 0.01% | 28 | +236,179 | 171.97% | Q1 2023 | May 15, 2023 |
| JANE STREET GROUP, LLC | History | Reduced | 355,906 | 152 | 0.0% | 0.0% | 30 | -336,831 | -48.62% | Q1 2023 | May 16, 2023 |
| Jefferies Financial Group Inc. | History | Reduced | 355,700 | 152 | 0.0% | 0.01% | 29 | -115,500 | -24.51% | Q1 2023 | May 15, 2023 |
| Bank of New York Mellon Corp | History | Reduced | 333,179 | 142 | 0.0% | 0.0% | 31 | -403,553 | -54.78% | Q1 2023 | May 09, 2023 |
| Belvedere Trading LLC | History | Added to | 232,900 | 99 | 0.0% | 0.0% | 32 | +39,700 | 20.55% | Q1 2023 | May 15, 2023 |
| CITIGROUP INC | History | Reduced | 185,527 | 79 | 0.0% | 0.0% | 33 | -29,701 | -13.8% | Q1 2023 | May 11, 2023 |
| Swiss National Bank | History | Added to | 161,700 | 69 | 0.0% | 0.0% | 34 | +800 | 0.5% | Q1 2023 | May 10, 2023 |
| RHUMBLINE ADVISERS | History | Reduced | 140,173 | 60 | 0.0% | 0.0% | 35 | -100,587 | -41.78% | Q1 2023 | May 11, 2023 |
| Engineers Gate Manager LP | History | Added to | 130,482 | 55 | 0.0% | 0.01% | 36 | +89,349 | 217.22% | Q1 2023 | May 15, 2023 |
| Caption Management, LLC | History | Reduced | 125,583 | 53 | 0.0% | 0.01% | 37 | -121,917 | -49.26% | Q1 2023 | May 15, 2023 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 99,097 | 42 | 0.0% | 0.0% | 38 | -719 | -0.72% | Q1 2023 | May 09, 2023 |
| BNP PARIBAS ARBITRAGE, SNC | History | Reduced | 97,112 | 41 | 0.0% | 0.0% | 39 | -263,639 | -73.08% | Q1 2023 | May 12, 2023 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 82,438 | 35 | 0.0% | 0.0% | 40 | -76,158 | -48.02% | Q1 2023 | May 15, 2023 |
| UBS ASSET MANAGEMENT AMERICAS INC | History | Reduced | 65,105 | 27 | 0.0% | 0.0% | 41 | -28,974 | -30.8% | Q1 2023 | May 15, 2023 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 62,416 | 26 | 0.0% | 0.0% | 42 | -25,763 | -29.22% | Q1 2023 | May 15, 2023 |
| Walleye Capital LLC | History | Added to | 59,690 | 25 | 0.0% | 0.0% | 43 | +7,483 | 14.33% | Q1 2023 | May 15, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 57,000 | 24 | 0.0% | 0.0% | 44 | +32,636 | 133.95% | Q1 2023 | May 15, 2023 |
| DEUTSCHE BANK AG\ | History | Added to | 55,369 | 23 | 0.0% | 0.0% | 46 | +17,869 | 47.65% | Q1 2023 | May 15, 2023 |
| HSBC HOLDINGS PLC | History | Reduced | 54,291 | 23 | 0.0% | 0.0% | 45 | -16,534 | -23.34% | Q1 2023 | May 15, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 52,800 | 22 | 0.0% | 0.0% | 47 | -9,200 | -14.84% | Q1 2023 | May 08, 2023 |
| Bleakley Financial Group, LLC | History | Added to | 45,294 | 19 | 0.0% | 0.0% | 48 | +15,188 | 50.45% | Q1 2023 | May 12, 2023 |
| CI Private Wealth, LLC | History | New | 42,600 | 18 | 0.0% | — | 49 | +42,600 | New | Q1 2023 | May 15, 2023 |
| Tower Research Capital LLC (TRC) | History | Added to | 39,760 | 17 | 0.0% | 0.0% | 50 | +39,516 | 16195.08% | Q1 2023 | May 09, 2023 |
| Point72 Asset Management, L.P. | History | New | 37,482 | 16 | 0.0% | — | 51 | +37,482 | New | Q1 2023 | May 15, 2023 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 35,039 | 15 | 0.0% | — | 52 | +35,039 | New | Q1 2023 | Dec 19, 2023 |
| JANUS HENDERSON GROUP PLC | History | Added to | 34,003 | 14 | 0.0% | 0.0% | 53 | +16,727 | 96.82% | Q1 2023 | May 15, 2023 |
| Sculptor Capital LP | History | Reduced | 32,400 | 13 | 0.0% | 0.03% | 56 | -618,800 | -95.02% | Q1 2023 | May 16, 2023 |
| Brookstone Capital Management | History | Added to | 49,476 | 13 | 0.0% | 0.0% | 58 | +30,000 | 154.04% | Q1 2023 | Apr 19, 2023 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 31,522 | 13 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2023 | May 15, 2023 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 30,416 | 13 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2023 | Jun 14, 2023 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 30,972 | 13 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2023 | Feb 07, 2025 |
| SIMPLEX TRADING, LLC | History | New | 29,361 | 12 | 0.0% | — | 59 | +29,361 | New | Q1 2023 | Apr 27, 2023 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 25,960 | 11 | 0.0% | 0.0% | 60 | -461,745 | -94.68% | Q1 2023 | May 09, 2023 |
| HBK Sorce Advisory LLC | History | New | 26,812 | 11 | 0.0% | — | 61 | +26,812 | New | Q1 2023 | Aug 15, 2023 |
| TWO SIGMA ADVISERS, LP | History | Added to | 26,498 | 11 | 0.0% | 0.0% | 62 | +10,193 | 62.51% | Q1 2023 | May 15, 2023 |
| WELLS FARGO & COMPANY/MN | History | Added to | 21,330 | 9 | 0.0% | 0.0% | 63 | +9,374 | 78.4% | Q1 2023 | May 12, 2023 |
| Arizona State Retirement System | History | Added to | 21,709 | 9 | 0.0% | 0.0% | 64 | +2,532 | 13.2% | Q1 2023 | Apr 27, 2023 |
| LPL Financial LLC | History | Reduced | 19,237 | 8 | 0.0% | 0.0% | 66 | -57,406 | -74.9% | Q1 2023 | May 10, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | History | Added to | 19,283 | 8 | 0.0% | 0.0% | 67 | +1,767 | 10.09% | Q1 2023 | May 12, 2023 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 18,787 | 8 | 0.0% | 0.0% | 65 | -141 | -0.74% | Q1 2023 | May 02, 2023 |
| Squarepoint Ops LLC | History | Reduced | 17,871 | 7 | 0.0% | 0.0% | 70 | -75,273 | -80.81% | Q1 2023 | May 15, 2023 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 17,300 | 7 | 0.0% | 0.0% | 68 | -35,500 | -67.23% | Q1 2023 | Oct 08, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 16,525 | 7 | 0.0% | 0.0% | 69 | -884 | -5.08% | Q1 2023 | May 04, 2023 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 14,606 | 6 | 0.0% | 0.0% | 71 | -404 | -2.69% | Q1 2023 | May 08, 2023 |
| Legal & General Group Plc | History | Reduced | 12,428 | 5 | 0.0% | 0.0% | 72 | -270,962 | -95.61% | Q1 2023 | May 15, 2023 |
| Brevan Howard Capital Management LP | History | New | 12,820 | 5 | 0.0% | — | 73 | +12,820 | New | Q1 2023 | May 15, 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 11,592 | 4 | 0.0% | — | 74 | +11,592 | New | Q1 2023 | May 11, 2023 |
| MAI Capital Management | History | New | 10,880 | 4 | 0.0% | — | 76 | +10,880 | New | Q1 2023 | May 10, 2023 |
| Resources Investment Advisors, LLC. | History | New | 10,145 | 4 | 0.0% | — | 80 | +10,145 | New | Q1 2023 | May 10, 2023 |
| DAVENPORT & Co LLC | History | New | 10,000 | 4 | 0.0% | — | 75 | +10,000 | New | Q1 2023 | Apr 27, 2023 |
| Nicholas Hoffman & Company, LLC. | History | New | 10,000 | 4 | 0.0% | — | 79 | +10,000 | New | Q1 2023 | May 15, 2023 |
| ProShare Advisors LLC | History | Reduced | 10,549 | 4 | 0.0% | 0.0% | 77 | -1,573 | -12.98% | Q1 2023 | May 26, 2023 |
| IFP Advisors, Inc | History | Reduced | 268 | 4 | 0.0% | 0.0% | 78 | -616 | -69.68% | Q1 2023 | Apr 18, 2023 |
| ROYAL BANK OF CANADA | History | Reduced | 7,353 | 3 | 0.0% | 0.0% | 81 | -50,990 | -87.4% | Q1 2023 | May 15, 2023 |
| Russell Investments Group, Ltd. | History | Reduced | 8,300 | 3 | 0.0% | 0.0% | 82 | -27,391 | -76.74% | Q1 2023 | May 09, 2023 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,050 | 2 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2023 | Aug 15, 2024 |
| FMR LLC | History | Added to | 3,181 | 1 | 0.0% | 0.0% | 84 | +495 | 18.43% | Q1 2023 | Aug 11, 2023 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.3% | — | -2,395,275 | -100.0% | Q4 2022 | Feb 14, 2023 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,446,053 | -100.0% | Q4 2022 | Feb 13, 2023 |
| FRED ALGER MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -402,510 | -100.0% | Q4 2022 | Feb 14, 2023 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -311,204 | -100.0% | Q4 2022 | Feb 14, 2023 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -282,360 | -100.0% | Q4 2022 | Feb 14, 2023 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -214,700 | -100.0% | Q4 2022 | Feb 13, 2023 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -142,155 | -100.0% | Q4 2022 | Feb 10, 2023 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -139,516 | -100.0% | Q4 2022 | Feb 14, 2023 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -88,558 | -100.0% | Q4 2022 | Feb 14, 2023 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -82,072 | -100.0% | Q4 2022 | Feb 13, 2023 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -80,200 | -100.0% | Q4 2022 | Jan 26, 2023 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.42% | — | -77,943 | -100.0% | Q4 2022 | Jun 14, 2024 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71,756 | -100.0% | Q4 2022 | Feb 14, 2023 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71,273 | -100.0% | Q4 2022 | Jan 09, 2023 |
| State of Tennessee, Treasury Department | History | Closed out | 0 | 0 | — | 0.0% | — | -55,663 | -100.0% | Q4 2022 | Feb 15, 2023 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -49,710 | -100.0% | Q4 2022 | Jan 26, 2023 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,456 | -100.0% | Q4 2022 | Feb 13, 2023 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -44,726 | -100.0% | Q4 2022 | Feb 13, 2023 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -42,133 | -100.0% | Q4 2022 | Feb 14, 2023 |
| Louisiana State Employees Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -36,400 | -100.0% | Q4 2022 | Jan 24, 2023 |
| GROUP ONE TRADING, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,340 | -100.0% | Q4 2022 | Feb 09, 2023 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.0% | — | -31,568 | -100.0% | Q4 2022 | Jan 18, 2023 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,399 | -100.0% | Q4 2022 | May 10, 2024 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -25,488 | -100.0% | Q4 2022 | Jan 26, 2023 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,673 | -100.0% | Q4 2022 | Feb 06, 2023 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -17,000 | -100.0% | Q4 2022 | Apr 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,071 | -100.0% | Q4 2022 | Feb 10, 2023 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,510 | -100.0% | Q4 2022 | Feb 14, 2023 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,983 | -100.0% | Q4 2022 | Jan 31, 2023 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,773 | -100.0% | Q4 2022 | Feb 14, 2023 |
| NORGES BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -11,270 | -100.0% | Q4 2022 | Feb 14, 2023 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,600 | -100.0% | Q4 2022 | Feb 14, 2023 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -3,950 | -100.0% | Q4 2022 | Jan 10, 2025 |
| Steward Partners Investment Advisory, LLC | History | Added to | 702 | 0 | — | — | — | +662 | 1655.0% | Q1 2023 | May 15, 2023 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -495 | -100.0% | Q4 2022 | Feb 21, 2023 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -380 | -100.0% | Q4 2022 | Feb 09, 2023 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q4 2022 | Feb 14, 2023 |
| US BANCORP \DE\ | History | Reduced | 1,214 | 0 | — | 0.0% | — | -139 | -10.27% | Q1 2023 | May 09, 2023 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | — | — | -69 | -100.0% | Q4 2022 | Jan 25, 2023 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q4 2022 | Mar 06, 2023 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 609 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2023 | May 02, 2023 |
| WHITTIER TRUST CO | History | No change | 220 | 0 | — | — | — | 0 | 0.0% | Q1 2023 | Apr 21, 2023 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2023 | May 12, 2023 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 135 | 0 | — | — | — | 0 | 0.0% | Q1 2023 | Apr 21, 2023 |
| Allworth Financial LP | History | No change | 185 | 0 | — | — | — | 0 | 0.0% | Q1 2023 | Apr 18, 2023 |
| Advisory Services Network, LLC | History | No change | 261 | 0 | — | — | — | 0 | 0.0% | Q1 2023 | May 17, 2023 |
| NewEdge Advisors, LLC | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q1 2023 | May 12, 2023 |
| Parallel Advisors, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2023 | May 20, 2024 |