ALTA EQUIPMENT GROUP INC. - ALTG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PharVision Advisers, LLC | History | Reduced | 26,305 | 141,258 | 1.43% | 0.21% | 1 | -64,108 | -70.91% | Q1 2026 | May 11, 2026 |
| Mill Road Capital Management LLC | History | Added to | 4,373,208 | 23,484 | 12.31% | 11.73% | 2 | +80,000 | 1.86% | Q1 2026 | May 15, 2026 |
| Voss Capital, LP | History | Reduced | 2,424,100 | 13,017 | 0.69% | 0.62% | 3 | -400,099 | -14.17% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,619,765 | 8,698 | 0.0% | 0.0% | 4 | -20,707 | -1.26% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,330,235 | 6,119 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,036,470 | 5,565 | 0.0% | — | 6 | +1,036,470 | New | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | Added to | 984,688 | 5,287 | 0.09% | 0.09% | 7 | +114,560 | 13.17% | Q1 2026 | May 15, 2026 |
| Nantahala Capital Management, LLC | History | No change | 934,774 | 5,019 | 0.18% | 0.14% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 730,437 | 3,922 | 0.01% | 0.01% | 9 | -34,154 | -4.47% | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 560,783 | 3,011 | 0.03% | 0.03% | 10 | +10,000 | 1.82% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | Reduced | 515,764 | 2,769 | 0.0% | 0.0% | 11 | -11,880 | -2.25% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 492,897 | 2,646 | 0.0% | 0.0% | 12 | -25,389 | -4.9% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 474,912 | 2,550 | 0.0% | 0.0% | 13 | +13,348 | 2.89% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 337,875 | 1,814 | 0.0% | 0.0% | 14 | +178,430 | 111.91% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 256,347 | 1,376 | 0.0% | — | 15 | +256,347 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 188,196 | 1,010 | 0.0% | 0.0% | 16 | +56,881 | 43.32% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 179,956 | 966 | 0.05% | 0.04% | 17 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 178,495 | 958 | 0.0% | 0.0% | 18 | +31,724 | 21.61% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 157,918 | 848 | 0.0% | 0.0% | 19 | +22,092 | 16.26% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 155,803 | 836 | 0.0% | 0.0% | 20 | +3,810 | 2.51% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 148,031 | 794 | 0.0% | 0.0% | 21 | +66,526 | 81.62% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 147,300 | 791 | 0.0% | 0.0% | 22 | +46,415 | 46.01% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 139,062 | 746 | 0.0% | 0.0% | 23 | +100,222 | 258.04% | Q1 2026 | Apr 30, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 138,128 | 741 | 0.0% | — | 24 | +138,128 | New | Q1 2026 | May 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 135,338 | 727 | 0.05% | 0.11% | 25 | -147,479 | -52.15% | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 133,790 | 718 | 0.0% | — | 26 | +133,790 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 129,632 | 696 | 0.0% | 0.0% | 27 | +53,045 | 69.26% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 124,645 | 669 | 0.0% | 0.0% | 28 | +1,823 | 1.48% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 121,115 | 650 | 0.0% | 0.0% | 29 | +54,576 | 82.02% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 117,418 | 630 | 0.0% | 0.0% | 30 | +64,880 | 123.49% | Q1 2026 | Jun 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 114,033 | 612 | 0.0% | 0.0% | 31 | +24,908 | 27.95% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 109,982 | 588 | 0.0% | 0.0% | 32 | -13,546 | -10.97% | Q1 2026 | May 13, 2026 |
| Register Financial Advisors LLC | History | Reduced | 109,111 | 585 | 0.22% | 0.23% | 33 | -17,000 | -13.48% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 122,432 | 563 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ABS Direct Equity Fund LLC | History | Reduced | 97,425 | 523 | 0.4% | 1.01% | 35 | -87,575 | -47.34% | Q1 2026 | May 15, 2026 |
| Meixler Investment Management, Ltd. | History | Added to | 93,067 | 487 | 0.26% | 0.26% | 36 | +350 | 0.38% | Q1 2026 | May 06, 2026 |
| STRS OHIO | History | Reduced | 87,900 | 472 | 0.0% | 0.0% | 37 | -14,200 | -13.91% | Q1 2026 | Apr 24, 2026 |
| Rock Creek Group LLC | History | Reduced | 86,687 | 465 | 0.05% | 0.05% | 38 | -13,313 | -13.31% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 80,419 | 431 | 0.0% | 0.0% | 39 | +14,933 | 22.8% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 57,073 | 306 | 0.0% | 0.0% | 40 | +17,723 | 45.04% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 56,742 | 304 | 0.0% | 0.0% | 41 | +1,400 | 2.53% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | New | 55,982 | 300 | 0.0% | — | 42 | +55,982 | New | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 55,615 | 298 | 0.0% | 0.0% | 43 | -433 | -0.77% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 55,225 | 296 | 0.0% | 0.0% | 44 | +611 | 1.12% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 53,038 | 284 | 0.0% | 0.0% | 45 | -7,727 | -12.72% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 50,320 | 270 | 0.0% | 0.0% | 46 | +5,000 | 11.03% | Q1 2026 | May 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 48,051 | 258 | 0.0% | 0.0% | 47 | -55,380 | -53.54% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 45,934 | 246 | 0.0% | 0.0% | 48 | -16,708 | -26.67% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 45,245 | 242 | 0.0% | 0.0% | 49 | -6,004 | -11.72% | Q1 2026 | May 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 42,271 | 226 | 0.0% | — | 50 | +42,271 | New | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 39,782 | 213 | 0.0% | 0.0% | 51 | +16,523 | 71.04% | Q1 2026 | May 15, 2026 |
| De Lisle Partners LLP | History | Reduced | 39,392 | 211 | 0.03% | 0.03% | 53 | -20,000 | -33.67% | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 39,400 | 211 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 39,108 | 210 | 0.0% | 0.0% | 54 | +696 | 1.81% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 34,446 | 184 | 0.0% | 0.0% | 55 | -140,568 | -80.32% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 33,764 | 181 | 0.0% | — | 56 | +33,764 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 38,270 | 176 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 21,483 | 166 | 0.01% | 0.01% | 58 | -1,940 | -8.28% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 30,500 | 163 | 0.0% | 0.0% | 59 | -272,549 | -89.94% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 29,025 | 155 | 0.0% | 0.0% | 60 | -2,440 | -7.75% | Q1 2026 | May 12, 2026 |
| Odyssean, LLC | History | New | 27,012 | 145 | 0.05% | — | 61 | +27,012 | New | Q1 2026 | May 15, 2026 |
| Melone Private Wealth, LLC | History | New | 25,157 | 135 | 0.06% | — | 62 | +25,157 | New | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 24,052 | 129 | 0.0% | — | 63 | +24,052 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 21,264 | 114 | 0.0% | 0.0% | 65 | -13,216 | -38.33% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,355 | 114 | 0.0% | 0.0% | 64 | +288 | 1.37% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 20,609 | 110 | 0.0% | — | 66 | +20,609 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 18,821 | 101 | 0.0% | 0.0% | 67 | +7,439 | 65.36% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 18,472 | 99 | 0.0% | 0.0% | 68 | -11,561 | -38.49% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | New | 16,975 | 91 | 0.0% | — | 69 | +16,975 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 16,700 | 89 | 0.0% | 0.0% | 70 | +10,600 | 173.77% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 15,900 | 85 | 0.0% | 0.0% | 71 | +960 | 6.43% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 15,576 | 83 | 0.0% | 0.0% | 72 | +2,073 | 15.35% | Q1 2026 | Apr 20, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 13,363 | 72 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Reduced | 13,365 | 71 | 0.04% | 0.04% | 74 | -4,722 | -26.11% | Q1 2026 | Apr 29, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 13,057 | 70 | 0.0% | — | 75 | +13,057 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 12,914 | 69 | 0.0% | 0.0% | 76 | -3,179 | -19.75% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 12,825 | 68 | 0.0% | 0.0% | 77 | +2,606 | 25.5% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | No change | 12,135 | 65 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Assenagon Asset Management S.A. | History | New | 12,086 | 64 | 0.0% | — | 79 | +12,086 | New | Q1 2026 | Apr 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,482 | 56 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quadrature Capital Ltd | History | New | 10,393 | 55 | 0.0% | — | 82 | +10,393 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 10,248 | 55 | 0.0% | 0.0% | 81 | -3,900 | -27.57% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,690 | 52 | 0.0% | 0.0% | 83 | +238 | 2.52% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | New | 9,139 | 49 | 0.0% | — | 84 | +9,139 | New | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 10,453 | 48 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 10,200 | 46 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,834 | 42 | 0.0% | — | 87 | +7,834 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,974 | 41 | 0.0% | 0.0% | 88 | -59,380 | -88.16% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,365 | 39 | 0.0% | 0.0% | 89 | -14,545 | -66.39% | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 7,044 | 37 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,403 | 29 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,641 | 25 | 0.0% | 0.0% | 92 | -1,512 | -24.57% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 3,852 | 20 | 0.0% | 0.0% | 93 | +2,123 | 122.79% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,760 | 20 | 0.0% | 0.0% | 94 | +1,464 | 63.76% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 3,483 | 18 | 0.0% | 0.0% | 95 | -28,745 | -89.19% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 3,424 | 18 | 0.0% | 0.0% | 96 | +2,149 | 168.55% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,616 | 18 | 0.0% | 0.0% | 97 | -252 | -6.51% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,203 | 17 | 0.0% | 0.0% | 98 | +174 | 5.74% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,926 | 15 | 0.0% | 0.0% | 99 | +701 | 31.51% | Q1 2026 | Apr 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,733 | 14 | 0.0% | 0.0% | 100 | -2,065 | -43.04% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 2,462 | 13 | 0.0% | 0.0% | 101 | -19,343 | -88.71% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,313 | 12 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 1,865 | 10 | 0.0% | 0.0% | 103 | -72 | -3.72% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,662 | 8 | 0.0% | 0.0% | 104 | +1,200 | 259.74% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,061 | 5 | 0.0% | 0.0% | 105 | -143 | -11.88% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 561 | 3 | 0.0% | 0.0% | 106 | -398 | -41.5% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 732 | 3 | 0.0% | 0.0% | 107 | +117 | 19.02% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 552 | 2 | 0.0% | — | 110 | +552 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 506 | 2 | 0.0% | 0.0% | 109 | +247 | 95.37% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 518 | 2 | 0.0% | 0.0% | 108 | +28 | 5.71% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | New | 205 | 1 | 0.0% | — | 114 | +205 | New | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 200 | 1 | 0.0% | 0.0% | 113 | -176 | -46.81% | Q1 2026 | Jun 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 363 | 1 | 0.0% | — | 112 | +173 | 91.05% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 325 | 1 | 0.0% | 0.0% | 111 | +3 | 0.93% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -225,000 | -100.0% | Q1 2026 | May 01, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,853 | -100.0% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,231 | -100.0% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,470 | -100.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,982 | -100.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 67 | 0 | — | 0.0% | — | -19,543 | -99.66% | Q1 2026 | May 06, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,700 | -100.0% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,189 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,676 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -616 | -100.0% | Q1 2026 | May 08, 2026 |
| Bollard Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -602 | -100.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 162 | 0 | — | — | — | +162 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 153 | 0 | — | — | — | +134 | 705.26% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q1 2026 | Apr 24, 2026 |
| Essential Partners LLC | History | Added to | 101 | 0 | — | — | — | +31 | 44.29% | Q1 2026 | May 21, 2026 |
| True Wealth Design, LLC | History | Added to | 43 | 0 | — | — | — | +26 | 152.94% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 80 | 0 | — | — | — | +20 | 33.33% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 06, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 18 | 0 | — | — | — | +14 | 350.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 145 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 119 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |