ALKAMI TECHNOLOGY, INC. - ALKT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENERAL ATLANTIC, L.P. | History | Added to | 15,337,495 | 240,338 | 11.19% | 9.63% | 1 | +3,346,015 | 27.9% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 8,414,419 | 194,120 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| North Reef Capital Management LP | History | Added to | 7,650,000 | 119,875 | 4.13% | 1.95% | 3 | +5,550,000 | 264.29% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 5,885,203 | 92,221 | 0.0% | 0.0% | 4 | +207,977 | 3.66% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 5,806,898 | 90,994 | 0.01% | 0.01% | 5 | +2,353,368 | 68.14% | Q1 2026 | May 05, 2026 |
| JANA Partners Management, LP | History | Added to | 5,431,388 | 85,109 | 5.3% | 5.88% | 6 | +536,723 | 10.97% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,682,285 | 73,371 | 0.0% | — | 7 | +4,682,285 | New | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 3,855,334 | 60,413 | 0.03% | 0.03% | 8 | +646,898 | 20.16% | Q1 2026 | May 18, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,201,488 | 50,167 | 0.0% | — | 9 | +3,201,488 | New | Q1 2026 | May 15, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 3,127,039 | 48,919 | 3.54% | 2.26% | 10 | +1,893,493 | 153.5% | Q1 2026 | May 13, 2026 |
| Irenic Capital Management LP | History | Added to | 2,675,151 | 41,919 | 2.73% | 3.27% | 11 | +568,703 | 27.0% | Q1 2026 | May 18, 2026 |
| BAMCO INC /NY/ | History | Reduced | 2,308,036 | 36,166 | 0.11% | 0.19% | 12 | -675,029 | -22.63% | Q1 2026 | May 15, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 2,232,676 | 34,986 | 0.93% | 1.33% | 13 | -379,187 | -14.52% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 2,198,269 | 34,446 | 0.03% | 0.04% | 14 | +303,995 | 16.05% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,841,702 | 28,865 | 0.0% | 0.0% | 15 | +28,091 | 1.55% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 1,837,979 | 28,801 | 0.0% | 0.0% | 16 | -19,799 | -1.07% | Q1 2026 | May 15, 2026 |
| Long Path Partners LP | History | Reduced | 1,799,216 | 28,193 | 12.81% | 24.78% | 17 | -1,341,899 | -42.72% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,628,780 | 25,522 | 0.0% | 0.0% | 18 | +1,392,232 | 588.56% | Q1 2026 | May 15, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 1,602,566 | 25,112 | 0.32% | 0.46% | 19 | -381,695 | -19.24% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,465,297 | 22,961 | 0.0% | 0.0% | 20 | -273,849 | -15.75% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,460,425 | 22,884 | 0.0% | 0.0% | 21 | +199,828 | 15.85% | Q1 2026 | May 15, 2026 |
| Praesidium Investment Management Company, LLC | History | Reduced | 1,396,038 | 21,875 | 5.23% | 9.77% | 22 | -891,058 | -38.96% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,338,710 | 20,977 | 0.01% | 0.01% | 23 | -232,044 | -14.77% | Q1 2026 | May 14, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | History | Added to | 1,335,000 | 20,919 | 2.55% | 1.95% | 24 | +166,000 | 14.2% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,173,366 | 18,386 | 0.0% | 0.01% | 25 | -729,681 | -38.34% | Q1 2026 | May 13, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 1,166,651 | 18,281 | 0.16% | 0.23% | 26 | -2,213 | -0.19% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,150,927 | 18,035 | 0.0% | 0.0% | 27 | +207,850 | 22.04% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,132,794 | 17,750 | 0.0% | 0.0% | 28 | +61,501 | 5.74% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,040,206 | 16,300 | 0.02% | 0.0% | 29 | +867,653 | 502.83% | Q1 2026 | May 14, 2026 |
| Select Equity Group, L.P. | History | Added to | 983,950 | 15,418 | 0.08% | 0.09% | 30 | +91,607 | 10.27% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 841,626 | 13,190 | 0.0% | 0.0% | 31 | -211,273 | -20.07% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 688,980 | 10,796 | 0.26% | 0.77% | 32 | -1,096,118 | -61.4% | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 659,730 | 10,337 | 0.0% | 0.0% | 33 | -35,749 | -5.14% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 635,825 | 9,963 | 0.0% | 0.0% | 34 | -2 | -0.0% | Q1 2026 | May 15, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | New | 564,030 | 8,838 | 0.12% | — | 35 | +564,030 | New | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 530,829 | 8,318 | 0.0% | — | 36 | +530,829 | New | Q1 2026 | May 08, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 500,000 | 7,835 | 1.09% | 1.51% | 37 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 460,030 | 7,208 | 0.0% | 0.0% | 38 | -13,728 | -2.9% | Q1 2026 | May 15, 2026 |
| Clearline Capital LP | History | New | 455,088 | 7,131 | 0.37% | — | 39 | +455,088 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 435,864 | 6,829 | 0.0% | 0.0% | 40 | +212,223 | 94.89% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 431,007 | 6,753 | 0.0% | 0.0% | 41 | +10,296 | 2.45% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 371,238 | 5,817 | 0.0% | 0.0% | 42 | -12,795 | -3.33% | Q1 2026 | May 06, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 346,582 | 5,430 | 0.11% | 0.13% | 43 | +34,285 | 10.98% | Q1 2026 | May 04, 2026 |
| Hodges Capital Management Inc. | History | Added to | 344,423 | 5,397 | 0.45% | 0.56% | 44 | +63,095 | 22.43% | Q1 2026 | Apr 28, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 340,745 | 5,339 | 0.04% | 0.05% | 45 | +49,176 | 16.87% | Q1 2026 | Apr 14, 2026 |
| Sovereign's Capital Management, LLC | History | Added to | 326,804 | 5,123 | 3.77% | 3.26% | 46 | +93,541 | 40.1% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 273,241 | 4,281 | 0.0% | 0.0% | 47 | +236,085 | 635.39% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 258,519 | 4,051 | 0.01% | 0.0% | 48 | +248,630 | 2514.21% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 257,808 | 4,021 | 0.0% | 0.0% | 49 | +189,146 | 275.47% | Q1 2026 | May 13, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 252,868 | 3,962 | 0.19% | 0.26% | 50 | -12,398 | -4.67% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 217,150 | 3,402 | 0.01% | 0.01% | 51 | +52,000 | 31.49% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Added to | 202,264 | 3,169 | 0.02% | 0.0% | 52 | +187,464 | 1266.65% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 189,924 | 2,976 | 0.01% | 0.01% | 53 | -119,424 | -38.61% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 187,542 | 2,938 | 0.0% | 0.0% | 54 | -11,432 | -5.75% | Q1 2026 | May 07, 2026 |
| Roubaix Capital, LLC | History | New | 161,101 | 2,524 | 1.18% | — | 55 | +161,101 | New | Q1 2026 | May 06, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 160,791 | 2,519 | 0.31% | 0.38% | 56 | +31,135 | 24.01% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 150,990 | 2,366 | 0.0% | 0.0% | 57 | -12,757 | -7.79% | Q1 2026 | May 13, 2026 |
| Taylor Frigon Capital Management LLC | History | Added to | 149,610 | 2,344 | 1.33% | 1.38% | 58 | +31,135 | 26.28% | Q1 2026 | Apr 29, 2026 |
| Swiss National Bank | History | No change | 143,800 | 2,253 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Reduced | 141,977 | 2,224 | 0.0% | 0.0% | 60 | -4,567 | -3.12% | Q1 2026 | Apr 30, 2026 |
| Bullseye Asset Management LLC | History | Added to | 139,809 | 2,190 | 1.27% | 1.5% | 61 | +19,419 | 16.13% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Added to | 130,980 | 2,052 | 0.0% | 0.0% | 62 | +119,780 | 1069.46% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 129,373 | 2,027 | 0.0% | 0.0% | 63 | -1,686 | -1.29% | Q1 2026 | May 13, 2026 |
| Penbrook Management LLC | History | No change | 127,685 | 2,000 | 1.51% | 2.03% | 64 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | New | 123,184 | 1,930 | 0.0% | — | 65 | +123,184 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 77,653 | 1,791 | 0.0% | 0.02% | 66 | -2,335,514 | -96.78% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 110,837 | 1,736 | 0.03% | 0.01% | 67 | +100,606 | 983.34% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | New | 109,020 | 1,708 | 0.01% | — | 68 | +109,020 | New | Q1 2026 | May 13, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | Reduced | 105,707 | 1,656 | 0.19% | 0.48% | 69 | -48,971 | -31.66% | Q1 2026 | May 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 100,156 | 1,569 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 98,842 | 1,548 | 0.0% | 0.0% | 71 | -1,553 | -1.55% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 97,396 | 1,526 | 0.0% | 0.0% | 72 | +28,846 | 42.08% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 87,201 | 1,366 | 0.0% | 0.0% | 73 | -2,641 | -2.94% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 78,402 | 1,228 | 0.0% | 0.0% | 74 | +8,860 | 12.74% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 74,381 | 1,165 | 0.0% | 0.0% | 75 | +65,813 | 768.13% | Q1 2026 | May 14, 2026 |
| Chicago Capital, LLC | History | Reduced | 73,785 | 1,156 | 0.03% | 0.97% | 76 | -1,627,747 | -95.66% | Q1 2026 | Apr 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 73,092 | 1,146 | 0.0% | 0.0% | 77 | +13,527 | 22.71% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 73,067 | 1,144 | 0.01% | 0.02% | 78 | -182 | -0.25% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 72,631 | 1,138 | 0.0% | 0.0% | 79 | +23,317 | 47.28% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 68,049 | 1,066 | 0.01% | — | 80 | +68,049 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 67,149 | 1,052 | 0.0% | 0.0% | 81 | -8,486 | -11.22% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 66,697 | 1,045 | 0.0% | 0.01% | 82 | -94,584 | -58.65% | Q1 2026 | May 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 65,655 | 1,028 | 0.0% | — | 83 | +65,655 | New | Q1 2026 | May 08, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | New | 64,327 | 1,008 | 0.06% | — | 84 | +64,327 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 60,627 | 950 | 0.0% | 0.0% | 85 | -18,561 | -23.44% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 50,218 | 786 | 0.0% | 0.0% | 86 | -57,269 | -53.28% | Q1 2026 | May 14, 2026 |
| IVY LANE CAPITAL MANAGEMENT, LLC | History | New | 50,000 | 783 | 1.18% | — | 89 | +50,000 | New | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | New | 49,976 | 783 | 0.0% | — | 88 | +49,976 | New | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 50,000 | 783 | 0.08% | 0.11% | 87 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | Added to | 47,066 | 737 | 0.01% | 0.02% | 90 | +5,949 | 14.47% | Q1 2026 | Apr 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 46,310 | 725 | 0.09% | 0.13% | 91 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 45,356 | 710 | 0.0% | 0.0% | 92 | +21,212 | 87.86% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 44,099 | 691 | 0.0% | 0.0% | 93 | -46,699 | -51.43% | Q1 2026 | May 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 42,407 | 664 | 0.04% | 0.07% | 94 | -26,926 | -38.84% | Q1 2026 | May 08, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 42,201 | 661 | 0.03% | 0.06% | 95 | -10,215 | -19.49% | Q1 2026 | Apr 17, 2026 |
| Jump Financial, LLC | History | New | 41,993 | 658 | 0.01% | — | 96 | +41,993 | New | Q1 2026 | May 14, 2026 |
| Lee Financial Co | History | Reduced | 40,480 | 634 | 0.09% | 0.16% | 97 | -9,420 | -18.88% | Q1 2026 | Apr 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 39,795 | 623 | 0.0% | 0.0% | 98 | -4,181 | -9.51% | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 38,536 | 603 | 0.0% | 0.0% | 99 | -307 | -0.79% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 36,675 | 575 | 0.04% | — | 100 | +36,675 | New | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 32,507 | 509 | 0.0% | 0.0% | 101 | -280,263 | -89.61% | Q1 2026 | May 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 32,344 | 506 | 0.0% | 0.0% | 102 | +328 | 1.02% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 31,701 | 496 | 0.0% | 0.0% | 103 | +5,918 | 22.95% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 31,316 | 490 | 0.0% | — | 104 | +31,316 | New | Q1 2026 | May 08, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 30,687 | 480 | 0.04% | 0.06% | 105 | -23,176 | -43.03% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 27,120 | 424 | 0.0% | 0.0% | 106 | -52,751 | -66.05% | Q1 2026 | May 11, 2026 |
| Amundi | History | No change | 26,364 | 413 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 26,215 | 411 | 0.01% | 0.02% | 108 | -2,595 | -9.01% | Q1 2026 | May 13, 2026 |
| Diametric Capital, LP | History | New | 26,085 | 408 | 0.11% | — | 109 | +26,085 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 25,950 | 406 | 0.0% | — | 110 | +25,950 | New | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 25,469 | 399 | 0.0% | 0.0% | 111 | +5,458 | 27.27% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 24,719 | 387 | 0.0% | — | 112 | +24,719 | New | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 23,100 | 362 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 23,042 | 361 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 23,500 | 358 | 0.0% | — | 115 | +23,488 | 195733.33% | Q1 2026 | May 15, 2026 |
| Scientech Research LLC | History | New | 22,210 | 348 | 0.29% | — | 116 | +22,210 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | New | 21,836 | 341 | 0.0% | — | 117 | +21,836 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 14,324 | 330 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CenterBook Partners LP | History | New | 20,642 | 323 | 0.02% | — | 119 | +20,642 | New | Q1 2026 | May 05, 2026 |
| Arizona State Retirement System | History | Reduced | 20,013 | 313 | 0.0% | 0.0% | 120 | -475 | -2.32% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 19,798 | 310 | 0.0% | 0.0% | 121 | -14,326 | -41.98% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 19,295 | 302 | 0.0% | 0.0% | 122 | -152,655 | -88.78% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | New | 19,097 | 299 | 0.0% | — | 123 | +19,097 | New | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Added to | 19,028 | 298 | 0.01% | 0.01% | 125 | +10,313 | 118.34% | Q1 2026 | May 15, 2026 |
| Sompo Asset Management Co., Ltd. | History | Reduced | 19,030 | 298 | 0.05% | 0.08% | 124 | -800 | -4.03% | Q1 2026 | Apr 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,886 | 295 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Centiva Capital, LP | History | Added to | 18,232 | 285 | 0.0% | 0.0% | 127 | +5,193 | 39.83% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | New | 17,900 | 280 | 0.0% | — | 128 | +17,900 | New | Q1 2026 | May 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 17,663 | 277 | 0.02% | 0.12% | 129 | -50,485 | -74.08% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | Reduced | 16,950 | 266 | 0.0% | 0.0% | 130 | -36,460 | -68.26% | Q1 2026 | May 06, 2026 |
| Fulcrum Equity Management | History | New | 16,850 | 264 | 0.26% | — | 131 | +16,850 | New | Q1 2026 | Apr 02, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 16,477 | 258 | 0.0% | — | 132 | +16,477 | New | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 16,400 | 256 | 0.0% | — | 133 | +16,400 | New | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 15,606 | 244 | 0.0% | 0.0% | 134 | -2,379 | -13.23% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 15,600 | 244 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | Reduced | 15,444 | 242 | 0.0% | 0.0% | 136 | -310 | -1.97% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 15,400 | 241 | 0.0% | 0.0% | 137 | +2,900 | 23.2% | Q1 2026 | May 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,564 | 228 | 0.0% | 0.01% | 138 | -11,329 | -43.75% | Q1 2026 | May 08, 2026 |
| Pictet Asset Management Holding SA | History | No change | 13,322 | 208 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY TRUST CO | History | No change | 12,600 | 197 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 8,561 | 197 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Headlands Technologies LLC | History | New | 12,204 | 191 | 0.02% | — | 142 | +12,204 | New | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 12,126 | 190 | 0.0% | 0.0% | 143 | -172 | -1.4% | Q1 2026 | May 12, 2026 |
| West Tower Group, LLC | History | New | 12,000 | 188 | 0.59% | — | 144 | +12,000 | New | Q1 2026 | Apr 29, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,632 | 182 | 0.0% | 0.01% | 145 | -202,347 | -94.56% | Q1 2026 | Apr 16, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 11,639 | 182 | 0.0% | — | 146 | +11,639 | New | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,340 | 177 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 10,773 | 168 | 0.03% | — | 148 | +10,751 | 48868.18% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 10,665 | 167 | 0.0% | — | 149 | +10,665 | New | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | New | 10,272 | 160 | 0.0% | — | 150 | +10,272 | New | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 10,095 | 158 | 0.0% | 0.0% | 151 | -12,410 | -55.14% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,603 | 103 | 0.0% | 0.0% | 152 | +5,561 | 533.69% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 6,508 | 101 | 0.01% | 0.01% | 153 | +1,951 | 42.81% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,190 | 96 | 0.0% | 0.0% | 154 | +5,078 | 456.65% | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,701 | 89 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,614 | 87 | 0.0% | 0.0% | 156 | +88 | 1.59% | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,878 | 76 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,611 | 72 | 0.01% | 0.0% | 159 | +4,539 | 6304.17% | Q1 2026 | Apr 06, 2026 |
| PALLADIEM, LLC | History | No change | 4,645 | 72 | 0.07% | 0.1% | 158 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,556 | 71 | 0.0% | 0.0% | 160 | +4,388 | 2611.9% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,476 | 70 | 0.0% | 0.0% | 161 | -226 | -4.81% | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 4,144 | 64 | 0.0% | 0.0% | 162 | -40 | -0.96% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 3,090 | 48 | 0.0% | 0.0% | 163 | +1,148 | 59.11% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 2,766 | 43 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,617 | 41 | 0.0% | 0.0% | 165 | +535 | 25.7% | Q1 2026 | Apr 14, 2026 |
| Fulcrum Asset Management LLP | History | No change | 2,682 | 41 | 0.01% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Added to | 2,373 | 37 | 0.01% | — | 167 | +2,340 | 7090.91% | Q1 2026 | May 21, 2026 |
| Advisory Services Network, LLC | History | New | 2,360 | 36 | 0.0% | — | 169 | +2,360 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,585 | 36 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | New | 2,278 | 35 | 0.0% | — | 170 | +2,278 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,169 | 34 | 0.0% | 0.0% | 171 | -94 | -4.15% | Q1 2026 | Apr 07, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 1,842 | 28 | 0.0% | 0.0% | 173 | +842 | 84.2% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | No change | 1,850 | 28 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,617 | 25 | 0.0% | 0.0% | 174 | -18,036 | -91.77% | Q1 2026 | May 14, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 1,567 | 24 | 0.0% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,496 | 23 | 0.0% | 0.0% | 176 | +1,292 | 633.33% | Q1 2026 | Apr 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 1,346 | 21 | 0.0% | 0.0% | 177 | -133,059 | -99.0% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 1,232 | 19 | 0.01% | 0.04% | 178 | -1,977 | -61.61% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 960 | 15 | 0.0% | 0.0% | 179 | -233 | -19.53% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 940 | 14 | 0.0% | 0.0% | 180 | -2,017 | -68.21% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 926 | 14 | 0.0% | 0.0% | 181 | -320 | -25.68% | Q1 2026 | Apr 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 849 | 13 | 0.0% | 0.0% | 182 | +266 | 45.63% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 731 | 11 | 0.0% | 0.0% | 183 | -716 | -49.48% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 602 | 9 | 0.0% | 0.0% | 184 | -777 | -56.35% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 622 | 9 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Added to | 554 | 8 | 0.0% | — | 186 | +522 | 1631.25% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 447 | 7 | 0.0% | 0.0% | 187 | -6 | -1.32% | Q1 2026 | Apr 22, 2026 |
| Hilltop National Bank | History | New | 373 | 5 | 0.0% | — | 188 | +373 | New | Q1 2026 | Apr 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 304 | 4 | 0.0% | 0.0% | 189 | -13,179 | -97.75% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 218 | 3 | 0.0% | 0.0% | 190 | +131 | 150.57% | Q1 2026 | May 14, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Strive Financial Group ,LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 129 | 2 | 0.0% | 0.0% | 196 | -947 | -88.01% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 164 | 2 | 0.0% | 0.0% | 194 | -427 | -72.25% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 168 | 2 | 0.0% | 0.0% | 195 | -303 | -64.33% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 128 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 112 | 1 | 0.0% | 0.0% | 200 | -196 | -63.64% | Q1 2026 | Apr 23, 2026 |
| BAYBAN | History | New | 118 | 1 | 0.0% | — | 202 | +118 | New | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | New | 67 | 1 | 0.0% | — | 201 | +67 | New | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 93 | 1 | 0.0% | — | 199 | +54 | 138.46% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 98 | 1 | 0.0% | 0.0% | 197 | +23 | 30.67% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 80 | 1 | 0.0% | 0.0% | 198 | +17 | 26.98% | Q1 2026 | May 15, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Closed out | 0 | 0 | — | 0.4% | — | -4,118,355 | -100.0% | Q1 2026 | May 11, 2026 |
| WASATCH ADVISORS LP | History | Closed out | 0 | 0 | — | 0.19% | — | -1,413,011 | -100.0% | Q1 2026 | Apr 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -660,581 | -100.0% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -356,610 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE GROUP LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -259,524 | -100.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -224,904 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -168,705 | -100.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -117,731 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -85,403 | -100.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -81,627 | -100.0% | Q1 2026 | May 12, 2026 |
| DDD Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -76,212 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.01% | — | -69,913 | -100.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -62,816 | -100.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -58,232 | -100.0% | Q1 2026 | May 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -35,360 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -34,188 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,108 | -100.0% | Q1 2026 | Apr 22, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,900 | -100.0% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,443 | -100.0% | Q1 2026 | May 04, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.03% | — | -16,545 | -100.0% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -14,948 | -100.0% | Q1 2026 | May 12, 2026 |
| Yarbrough Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,061 | -100.0% | Q1 2026 | Apr 13, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,776 | -100.0% | Q1 2026 | May 12, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,690 | -100.0% | Q1 2026 | May 15, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,538 | -100.0% | Q1 2026 | May 07, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,893 | -100.0% | Q1 2026 | May 13, 2026 |
| Keebeck Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -12,682 | -100.0% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,602 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -11,581 | -100.0% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,200 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,376 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -10,294 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Voya Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,308 | -100.0% | Q1 2026 | May 12, 2026 |
| Trust Point Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,204 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,968 | -100.0% | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,256 | -100.0% | Q1 2026 | May 06, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,020 | -100.0% | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -3,997 | -100.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 40 | 0 | — | 0.01% | — | -3,878 | -98.98% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,166 | -100.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,079 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -891 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -782 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -567 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.0% | — | -493 | -100.0% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -382 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -373 | -100.0% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 60 | 0 | — | 0.0% | — | -174 | -74.36% | Q1 2026 | Apr 15, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | May 06, 2026 |
| Elequin Capital, LP | History | Reduced | 30 | 0 | — | 0.0% | — | -80 | -72.73% | Q1 2026 | May 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 54 | 0 | — | — | — | +54 | New | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 46 | 0 | — | 0.0% | — | -42 | -47.73% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 3 | 0 | — | — | — | -38 | -92.68% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 08, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SBI Securities Co., Ltd. | History | No change | 55 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Torren Management, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |