Qualtrics International Inc. - 747601201
Detailed investor-level table based on 13F positions.
Early Q2 2023 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Silver Lake Group, L.L.C. | History | No change | 24,987,839 | 445,533 | 3.23% | 2.05% | 1 | 0 | 0.0% | Q1 2023 | May 12, 2023 |
| VANGUARD GROUP INC | History | Added to | 10,266,860 | 183,058 | 0.0% | 0.0% | 2 | +42,419 | 0.41% | Q1 2023 | Jul 14, 2023 |
| EdgePoint Investment Group Inc. | History | Added to | 9,296,627 | 165,758 | 1.66% | 0.77% | 3 | +2,306,798 | 33.0% | Q1 2023 | May 15, 2023 |
| Pentwater Capital Management LP | History | New | 6,010,000 | 107,158 | 1.04% | — | 4 | +6,010,000 | New | Q1 2023 | May 15, 2023 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,093,561 | 72,988 | 0.02% | 0.01% | 5 | -701,896 | -14.64% | Q1 2023 | May 14, 2024 |
| Magnetar Financial LLC | History | New | 3,894,425 | 69,437 | 1.35% | — | 6 | +3,894,425 | New | Q1 2023 | May 15, 2023 |
| FIL Ltd | History | New | 3,608,000 | 64,330 | 0.07% | — | 7 | +3,608,000 | New | Q1 2023 | May 11, 2023 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,554,889 | 63,383 | 0.04% | 0.02% | 8 | -349,111 | -8.94% | Q1 2023 | May 15, 2023 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 3,211,895 | 57,268 | 0.65% | 0.58% | 9 | -1,430,885 | -30.82% | Q1 2023 | May 15, 2023 |
| Man Group plc | History | New | 2,588,643 | 46,155 | 0.16% | — | 10 | +2,588,643 | New | Q1 2023 | May 15, 2023 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,576,729 | 45,943 | 0.01% | 0.01% | 11 | -1,939,720 | -42.95% | Q1 2023 | May 12, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,213,900 | 39,474 | 0.05% | 0.02% | 12 | +567,400 | 34.46% | Q1 2023 | May 12, 2023 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,694,363 | 30,210 | 0.02% | 0.01% | 13 | -125,927 | -6.92% | Q1 2023 | May 15, 2023 |
| FMR LLC | History | Reduced | 1,629,061 | 29,046 | 0.0% | 0.0% | 14 | -97,490 | -5.65% | Q1 2023 | Aug 11, 2023 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,444,264 | 25,751 | 0.06% | 0.08% | 15 | -1,211,731 | -45.62% | Q1 2023 | May 15, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,194,343 | 21,295 | 0.0% | 0.0% | 16 | +24,259 | 2.07% | Q1 2023 | May 15, 2023 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,103,027 | 19,666 | 0.02% | 0.02% | 17 | -720,924 | -39.53% | Q1 2023 | May 15, 2023 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,074,720 | 19,163 | 0.3% | 0.03% | 18 | +925,033 | 617.98% | Q1 2023 | May 15, 2023 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,067,630 | 19,035 | 0.0% | 0.0% | 19 | +602,823 | 129.69% | Q1 2023 | May 12, 2023 |
| MORGAN STANLEY | History | Added to | 1,025,855 | 18,290 | 0.0% | 0.0% | 20 | +463,843 | 82.53% | Q1 2023 | May 15, 2023 |
| SOFTBANK GROUP CORP. | History | New | 800,000 | 14,264 | 0.18% | — | 21 | +800,000 | New | Q1 2023 | May 15, 2023 |
| Bank of New York Mellon Corp | History | Reduced | 792,580 | 14,131 | 0.0% | 0.0% | 22 | -176,337 | -18.2% | Q1 2023 | May 09, 2023 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 769,775 | 13,725 | 0.07% | — | 23 | +769,775 | New | Q1 2023 | May 12, 2023 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 750,000 | 13,372 | 0.59% | — | 24 | +750,000 | New | Q1 2023 | May 08, 2023 |
| D. E. Shaw & Co., Inc. | History | Added to | 661,137 | 11,788 | 0.01% | 0.01% | 25 | +224,490 | 51.41% | Q1 2023 | May 15, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 650,416 | 11,596 | 0.0% | 0.0% | 26 | +267,029 | 69.65% | Q1 2023 | May 16, 2023 |
| Qube Research & Technologies Ltd | History | Added to | 634,580 | 11,314 | 0.05% | 0.01% | 27 | +389,971 | 159.43% | Q1 2023 | May 15, 2023 |
| AQR Arbitrage LLC | History | New | 632,028 | 11,269 | 0.35% | — | 28 | +632,028 | New | Q1 2023 | May 15, 2023 |
| CITADEL ADVISORS LLC | History | Reduced | 620,137 | 11,057 | 0.0% | 0.0% | 29 | -115,540 | -15.71% | Q1 2023 | May 15, 2023 |
| Woodline Partners LP | History | Added to | 580,870 | 10,356 | 0.14% | 0.0% | 31 | +552,606 | 1955.16% | Q1 2023 | May 15, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 580,867 | 10,356 | 24.48% | 13.99% | 30 | +4,897 | 0.85% | Q1 2023 | Jan 04, 2024 |
| ALLIANCEBERNSTEIN L.P. | History | New | 560,556 | 9,994 | 0.0% | — | 32 | +560,556 | New | Q1 2023 | May 15, 2023 |
| GABELLI FUNDS LLC | History | New | 530,320 | 9,455 | 0.07% | — | 33 | +530,320 | New | Q1 2023 | May 12, 2023 |
| Polar Asset Management Partners Inc. | History | Added to | 525,000 | 9,360 | 0.14% | 0.03% | 34 | +271,877 | 107.41% | Q1 2023 | May 15, 2023 |
| Centiva Capital, LP | History | New | 522,500 | 9,316 | 0.23% | — | 35 | +522,500 | New | Q1 2023 | May 15, 2023 |
| STATE STREET CORP | History | Added to | 494,472 | 8,816 | 0.0% | 0.0% | 36 | +7,738 | 1.59% | Q1 2023 | May 15, 2023 |
| MARSHALL WACE, LLP | History | New | 405,798 | 7,235 | 0.02% | — | 37 | +405,798 | New | Q1 2023 | May 15, 2023 |
| UBS Group AG | History | Added to | 395,945 | 7,059 | 0.0% | 0.0% | 38 | +368,732 | 1354.98% | Q1 2023 | May 12, 2023 |
| Alberta Investment Management Corp | History | New | 340,000 | 6,062 | 0.06% | — | 39 | +340,000 | New | Q1 2023 | May 15, 2023 |
| JPMORGAN CHASE & CO | History | Added to | 311,446 | 5,553 | 0.0% | 0.0% | 40 | +245,344 | 371.16% | Q1 2023 | May 18, 2023 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 281,182 | 5,013 | 0.02% | — | 41 | +281,182 | New | Q1 2023 | May 15, 2023 |
| Skandinaviska Enskilda Banken AB (publ) | History | Added to | 258,000 | 4,600 | 0.03% | 0.01% | 42 | +156,200 | 153.44% | Q1 2023 | May 11, 2023 |
| AMERIPRISE FINANCIAL INC | History | New | 242,072 | 4,316 | 0.0% | — | 43 | +242,072 | New | Q1 2023 | May 22, 2023 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 225,000 | 4,011 | 0.02% | — | 44 | +225,000 | New | Q1 2023 | May 12, 2023 |
| Walleye Trading LLC | History | Added to | 219,400 | 3,911 | 0.01% | 0.0% | 45 | +197,000 | 879.46% | Q1 2023 | May 15, 2023 |
| JANE STREET GROUP, LLC | History | Added to | 216,676 | 3,863 | 0.0% | 0.0% | 46 | +59,285 | 37.67% | Q1 2023 | May 16, 2023 |
| NORTHERN TRUST CORP | History | Added to | 209,270 | 3,731 | 0.0% | 0.0% | 47 | +21,011 | 11.16% | Q1 2023 | May 15, 2023 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 201,963 | 3,601 | 0.0% | 0.0% | 48 | +92,464 | 84.44% | Q1 2023 | May 12, 2023 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 184,795 | 3,295 | 0.0% | 0.0% | 49 | +113,608 | 159.59% | Q1 2023 | May 15, 2023 |
| Verition Fund Management LLC | History | New | 151,085 | 2,693 | 0.04% | — | 50 | +151,085 | New | Q1 2023 | May 15, 2023 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 129,095 | 2,301 | 0.01% | 0.01% | 51 | -38,933 | -23.17% | Q1 2023 | May 15, 2023 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 121,368 | 2,163 | 0.0% | — | 52 | +121,368 | New | Q1 2023 | May 15, 2023 |
| WELLS FARGO & COMPANY/MN | History | Added to | 117,383 | 2,092 | 0.0% | 0.0% | 53 | +37,508 | 46.96% | Q1 2023 | May 12, 2023 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 109,328 | 1,949 | 0.1% | 0.05% | 54 | +24,065 | 28.22% | Q1 2023 | Sep 15, 2023 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 101,751 | 1,814 | 0.04% | — | 55 | +101,751 | New | Q1 2023 | May 15, 2023 |
| NATIXIS | History | New | 100,000 | 1,783 | 0.02% | — | 56 | +100,000 | New | Q1 2023 | May 12, 2023 |
| ExodusPoint Capital Management, LP | History | Reduced | 94,357 | 1,682 | 0.01% | 0.04% | 57 | -154,069 | -62.02% | Q1 2023 | May 11, 2023 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 85,000 | 1,515 | 0.0% | 0.0% | 58 | -17,736 | -17.26% | Q1 2023 | May 15, 2023 |
| Trexquant Investment LP | History | Added to | 83,464 | 1,488 | 0.04% | 0.02% | 59 | +24,510 | 41.57% | Q1 2023 | May 15, 2023 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 80,000 | 1,426 | 0.03% | — | 60 | +80,000 | New | Q1 2023 | May 15, 2023 |
| BARCLAYS PLC | History | Added to | 79,474 | 1,417 | 0.0% | — | 61 | +79,382 | 86284.78% | Q1 2023 | Mar 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 76,794 | 1,369 | 0.0% | 0.0% | 62 | -3,267 | -4.08% | Q1 2023 | May 09, 2023 |
| SIMPLEX TRADING, LLC | History | Added to | 73,438 | 1,309 | 0.0% | 0.0% | 63 | +19,829 | 36.99% | Q1 2023 | Apr 27, 2023 |
| TWO SIGMA ADVISERS, LP | History | New | 70,400 | 1,255 | 0.0% | — | 64 | +70,400 | New | Q1 2023 | May 15, 2023 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 69,000 | 1,230 | 0.01% | — | 65 | +69,000 | New | Q1 2023 | Dec 19, 2023 |
| Belvedere Trading LLC | History | New | 55,267 | 985 | 0.0% | — | 66 | +55,267 | New | Q1 2023 | May 15, 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 53,185 | 948 | 0.0% | — | 67 | +53,185 | New | Q1 2023 | May 11, 2023 |
| ALPS ADVISORS INC | History | Reduced | 48,913 | 872 | 0.01% | 0.01% | 68 | -60,495 | -55.29% | Q1 2023 | May 10, 2023 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 48,135 | 858 | 0.0% | 0.0% | 69 | +15,162 | 45.98% | Q1 2023 | May 15, 2023 |
| GAMCO INVESTORS, INC. ET AL | History | New | 47,469 | 846 | 0.01% | — | 70 | +47,469 | New | Q1 2023 | May 12, 2023 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 46,711 | 832 | 0.0% | 0.0% | 71 | -33,203 | -41.55% | Q1 2023 | May 11, 2023 |
| Rockefeller Capital Management L.P. | History | Added to | 32,014 | 570 | 0.0% | 0.0% | 72 | +28,256 | 751.89% | Q1 2023 | May 16, 2023 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 26,372 | 434 | 0.7% | 0.58% | 73 | +278 | 1.07% | Q1 2023 | Jun 14, 2024 |
| Invesco Ltd. | History | Reduced | 23,898 | 426 | 0.0% | 0.01% | 74 | -3,814,545 | -99.38% | Q1 2023 | May 12, 2023 |
| TRUIST FINANCIAL CORP | History | Reduced | 21,300 | 379 | 0.0% | 0.0% | 75 | -2,500 | -10.5% | Q1 2023 | May 05, 2023 |
| MACKENZIE FINANCIAL CORP | History | New | 21,100 | 376 | 0.0% | — | 76 | +21,100 | New | Q1 2023 | Apr 24, 2023 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 20,890 | 372 | 0.0% | 0.0% | 77 | -2,237 | -9.67% | Q1 2023 | May 12, 2023 |
| CITIGROUP INC | History | Added to | 19,716 | 351 | 0.0% | 0.0% | 78 | +315 | 1.62% | Q1 2023 | May 11, 2023 |
| ProShare Advisors LLC | History | New | 19,584 | 349 | 0.0% | — | 79 | +19,584 | New | Q1 2023 | May 26, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 17,810 | 317 | 0.0% | — | 80 | +17,810 | New | Q1 2023 | May 08, 2023 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 17,264 | 307 | 0.01% | 0.01% | 81 | -6,810 | -28.29% | Q1 2023 | May 10, 2023 |
| GUGGENHEIM CAPITAL LLC | History | New | 15,435 | 275 | 0.0% | — | 82 | +15,435 | New | Q1 2023 | May 11, 2023 |
| Gotham Asset Management, LLC | History | New | 15,184 | 270 | 0.01% | — | 83 | +15,184 | New | Q1 2023 | May 15, 2023 |
| Cetera Investment Advisers | History | Reduced | 11,796 | 210 | 0.0% | 0.0% | 84 | -5,300 | -31.0% | Q1 2023 | May 15, 2023 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 11,453 | 204 | 0.0% | 0.0% | 85 | +947 | 9.01% | Q1 2023 | May 02, 2023 |
| Jump Financial, LLC | History | Reduced | 10,782 | 192 | 0.36% | 7.15% | 86 | -90,965 | -89.4% | Q1 2023 | Oct 21, 2024 |
| B. Metzler seel. Sohn & Co. AG | History | New | 10,409 | 185 | 0.0% | — | 87 | +10,409 | New | Q1 2023 | May 10, 2023 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 7,081 | 126 | 0.0% | 0.0% | 88 | +3,440 | 94.48% | Q1 2023 | May 15, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | History | Added to | 6,924 | 123 | 0.0% | 0.0% | 89 | +2,793 | 67.61% | Q1 2023 | May 12, 2023 |
| GROUP ONE TRADING, L.P. | History | Reduced | 5,945 | 105 | 0.0% | 0.0% | 90 | -15,630 | -72.44% | Q1 2023 | May 12, 2023 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 4,564 | 81 | 0.0% | — | 91 | +4,564 | New | Q1 2023 | Jan 10, 2025 |
| ROYAL BANK OF CANADA | History | Reduced | 4,073 | 73 | 0.0% | 0.0% | 92 | -90,470 | -95.69% | Q1 2023 | May 15, 2023 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,640 | 64 | 0.0% | 0.0% | 93 | -77,117 | -95.49% | Q1 2023 | Apr 12, 2023 |
| OSSIAM | History | New | 3,006 | 53 | 0.0% | — | 94 | +3,006 | New | Q1 2023 | May 12, 2023 |
| Advisors Asset Management, Inc. | History | Reduced | 2,388 | 42 | 0.0% | 0.0% | 95 | -1,995 | -45.52% | Q1 2023 | May 12, 2023 |
| Advisory Services Network, LLC | History | Added to | 1,190 | 21 | 0.0% | — | 96 | +1,130 | 1883.33% | Q1 2023 | May 17, 2023 |
| FIFTH THIRD BANCORP | History | No change | 1,000 | 17 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2023 | Apr 24, 2023 |
| Tower Research Capital LLC (TRC) | History | Reduced | 724 | 13 | 0.0% | 0.0% | 98 | -5,293 | -87.97% | Q1 2023 | May 09, 2023 |
| SIGNATUREFD, LLC | History | No change | 605 | 10 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2023 | Apr 28, 2023 |
| Allworth Financial LP | History | No change | 500 | 8 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2023 | Apr 18, 2023 |
| Leonteq Securities AG | History | Reduced | 440 | 7 | 0.0% | 0.0% | 101 | -36 | -7.56% | Q1 2023 | Mar 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 375 | 6 | 0.0% | — | 102 | +375 | New | Q1 2023 | May 15, 2023 |
| ALKEON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,268,003 | -100.0% | Q4 2022 | Feb 14, 2023 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,043,243 | -100.0% | Q4 2022 | Jan 23, 2023 |
| TIGER GLOBAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -1,488,500 | -100.0% | Q4 2022 | Feb 14, 2023 |
| Ensign Peak Advisors, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,056,921 | -100.0% | Q4 2022 | Feb 13, 2023 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.36% | — | -714,446 | -100.0% | Q4 2022 | Feb 14, 2023 |
| Polar Capital Holdings Plc | History | Closed out | 0 | 0 | — | 0.04% | — | -483,263 | -100.0% | Q4 2022 | Feb 14, 2023 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -420,787 | -100.0% | Q4 2022 | Feb 14, 2023 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.09% | — | -271,851 | -100.0% | Q4 2022 | Feb 14, 2023 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -268,333 | -100.0% | Q4 2022 | Jan 12, 2023 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -207,081 | -100.0% | Q4 2022 | Feb 13, 2023 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -110,402 | -100.0% | Q4 2022 | Feb 13, 2023 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -102,263 | -100.0% | Q4 2022 | Feb 14, 2023 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -100,000 | -100.0% | Q4 2022 | Feb 14, 2023 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,791 | -100.0% | Q4 2022 | Jan 31, 2023 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q4 2022 | Feb 15, 2023 |
| Hood River Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -41,083 | -100.0% | Q4 2022 | Feb 14, 2023 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -27,631 | -100.0% | Q4 2022 | Feb 10, 2023 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.19% | — | -26,621 | -100.0% | Q4 2022 | Apr 08, 2024 |
| Conestoga Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,366 | -100.0% | Q4 2022 | Feb 01, 2023 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,445 | -100.0% | Q4 2022 | Feb 09, 2023 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,088 | -100.0% | Q4 2022 | Feb 09, 2023 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,431 | -100.0% | Q4 2022 | Feb 14, 2023 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,763 | -100.0% | Q4 2022 | Feb 14, 2023 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q4 2022 | Feb 07, 2023 |
| Ronald Blue Trust, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2023 | Apr 17, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q4 2022 | Feb 10, 2023 |
| CI INVESTMENTS INC. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2023 | May 12, 2023 |
| Parallel Advisors, LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q1 2023 | May 20, 2024 |
| Geneos Wealth Management Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2023 | Apr 25, 2023 |