ACCURAY INC - ARAY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 5,818,576 | 4,800 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TCW GROUP INC | History | No change | 15,467,952 | 4,084 | 0.03% | 0.07% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 8,458,409 | 3,282 | 0.0% | 0.0% | 3 | -88,720 | -1.04% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 5,855,064 | 2,253 | 0.0% | 0.0% | 4 | +888,096 | 17.88% | Q1 2026 | May 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 5,636,000 | 2,187 | 0.04% | 0.04% | 5 | +1,136,000 | 25.24% | Q1 2026 | May 15, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | No change | 5,055,294 | 1,961 | 1.96% | 3.94% | 6 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,430,392 | 1,718 | 0.0% | — | 7 | +4,430,392 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,380,839 | 924 | 0.0% | 0.0% | 8 | -95,505 | -3.86% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 2,346,360 | 910 | 0.0% | 0.0% | 9 | +428,274 | 22.33% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,290,984 | 889 | 0.0% | 0.0% | 10 | -161,623 | -6.59% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 2,017,653 | 783 | 0.0% | 0.0% | 11 | +21,186 | 1.06% | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 1,977,450 | 767 | 0.04% | 0.15% | 12 | -1,350,857 | -40.59% | Q1 2026 | May 06, 2026 |
| DAFNA Capital Management LLC | History | Added to | 1,680,508 | 652 | 0.15% | 0.27% | 13 | +285,000 | 20.42% | Q1 2026 | May 15, 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | History | Added to | 1,650,000 | 640 | 0.09% | 0.18% | 14 | +117,481 | 7.67% | Q1 2026 | May 21, 2026 |
| UBS Group AG | History | Added to | 1,401,766 | 543 | 0.0% | 0.0% | 15 | +1,036,281 | 283.54% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 1,288,788 | 500 | 0.0% | 0.0% | 16 | +225,156 | 21.17% | Q1 2026 | May 15, 2026 |
| Parkman Healthcare Partners LLC | History | Added to | 884,578 | 343 | 0.04% | 0.07% | 17 | +32,566 | 3.82% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 861,635 | 334 | 0.0% | 0.0% | 18 | +87,861 | 11.35% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 843,646 | 327 | 0.0% | 0.0% | 19 | -839,623 | -49.88% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 765,448 | 296 | 0.0% | — | 20 | +765,448 | New | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 738,096 | 286 | 0.02% | 0.04% | 21 | -214,979 | -22.56% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 717,045 | 278 | 0.0% | 0.0% | 22 | -43,549 | -5.73% | Q1 2026 | May 14, 2026 |
| Silverberg Bernstein Capital Management LLC | History | Added to | 655,681 | 254 | 0.14% | 0.31% | 23 | +7,133 | 1.1% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 617,477 | 239 | 0.0% | 0.0% | 24 | +574,824 | 1347.68% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 595,229 | 230 | 0.0% | — | 25 | +595,229 | New | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | New | 547,076 | 212 | 0.0% | — | 26 | +547,076 | New | Q1 2026 | May 15, 2026 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | History | No change | 500,000 | 194 | 0.0% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 394,270 | 152 | 0.0% | 0.0% | 28 | -175,819 | -30.84% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 334,023 | 129 | 0.0% | 0.0% | 29 | +50,428 | 17.78% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 328,175 | 127 | 0.0% | 0.0% | 30 | +83,175 | 33.95% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Added to | 295,412 | 114 | 0.0% | 0.0% | 33 | +1,733 | 0.59% | Q1 2026 | Apr 30, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 294,903 | 114 | 0.0% | 0.0% | 31 | -60 | -0.02% | Q1 2026 | May 07, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 139,413 | 114 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 288,813 | 112 | 0.0% | 0.0% | 34 | -187,330 | -39.34% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 245,107 | 95 | 0.0% | 0.0% | 35 | +156,565 | 176.83% | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 239,163 | 92 | 0.0% | 0.0% | 36 | -138,254 | -36.63% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 219,959 | 85 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 211,597 | 82 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 204,015 | 79 | 0.0% | 0.0% | 39 | -1,213 | -0.59% | Q1 2026 | Apr 20, 2026 |
| BARCLAYS PLC | History | Reduced | 184,610 | 71 | 0.0% | 0.0% | 40 | -136,648 | -42.54% | Q1 2026 | May 14, 2026 |
| Williams & Novak, LLC | History | Added to | 182,030 | 70 | 0.05% | 0.07% | 41 | +63,175 | 53.15% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 172,109 | 66 | 0.0% | 0.0% | 42 | +15,438 | 9.85% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 162,505 | 63 | 0.0% | 0.0% | 43 | -571,448 | -77.86% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Reduced | 164,620 | 63 | 0.0% | 0.04% | 44 | -519,700 | -75.94% | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 147,547 | 57 | 0.0% | 0.0% | 45 | -72,462 | -32.94% | Q1 2026 | May 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 132,292 | 51 | 0.0% | 0.0% | 46 | -162,428 | -55.11% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 128,065 | 50 | 0.0% | 0.0% | 47 | +109,926 | 606.02% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 54,730 | 45 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | No change | 111,442 | 40 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 88,948 | 34 | 0.0% | 0.0% | 50 | +5,408 | 6.47% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 79,843 | 27 | 0.0% | 0.0% | 51 | +39,537 | 98.09% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 68,751 | 26 | 0.0% | 0.0% | 53 | +46,837 | 213.73% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 69,376 | 26 | 0.0% | 0.0% | 52 | -13,119 | -15.9% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 65,681 | 25 | 0.0% | 0.0% | 54 | +43,915 | 201.76% | Q1 2026 | May 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 55,648 | 21 | 0.0% | 0.0% | 55 | -29,341 | -34.52% | Q1 2026 | May 14, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | Reduced | 52,500 | 20 | 0.02% | 0.06% | 57 | -34,000 | -39.31% | Q1 2026 | Apr 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 50,833 | 20 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 49,226 | 19 | 0.0% | 0.0% | 60 | +21,624 | 78.34% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,775 | 19 | 0.0% | 0.0% | 58 | +10,063 | 24.72% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 50,032 | 19 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 47,130 | 18 | 0.0% | 0.0% | 61 | +1,122 | 2.44% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 43,427 | 16 | 0.0% | — | 63 | +43,427 | New | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 43,800 | 16 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 41,222 | 15 | 0.0% | — | 64 | +41,222 | New | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 36,400 | 14 | 0.0% | 0.0% | 65 | -57,800 | -61.36% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 33,777 | 13 | 0.0% | 0.0% | 67 | -47,808 | -58.6% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 35,484 | 13 | 0.0% | — | 68 | +35,484 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 34,080 | 13 | 0.0% | 0.0% | 66 | +2,280 | 7.17% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 28,600 | 11 | 0.0% | 0.0% | 71 | -1,458,228 | -98.08% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 30,839 | 11 | 0.0% | 0.0% | 72 | +18,127 | 142.6% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 29,777 | 11 | 0.0% | 0.0% | 70 | -12,932 | -30.28% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 29,096 | 11 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 26,718 | 10 | 0.0% | 0.0% | 73 | +21,435 | 405.74% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 28,113 | 10 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 23,400 | 9 | 0.0% | 0.0% | 76 | -213,120 | -90.11% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,361 | 9 | 0.0% | 0.0% | 75 | +19,981 | 591.15% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | New | 21,000 | 8 | 0.0% | — | 77 | +21,000 | New | Q1 2026 | Apr 23, 2026 |
| R Squared Ltd | History | New | 20,418 | 7 | 0.0% | — | 79 | +20,418 | New | Q1 2026 | Apr 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 17,752 | 7 | 0.0% | — | 78 | +17,752 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 16,911 | 6 | 0.0% | — | 82 | +16,911 | New | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | New | 16,427 | 6 | 0.0% | — | 84 | +16,427 | New | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 14,633 | 6 | 0.0% | — | 83 | +14,633 | New | Q1 2026 | Apr 08, 2026 |
| Teton Advisors, LLC | History | Reduced | 18,000 | 6 | 0.0% | 0.01% | 81 | -2,000 | -10.0% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 16,005 | 6 | 0.0% | 0.0% | 80 | +1,480 | 10.19% | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 13,300 | 5 | 0.0% | 0.0% | 88 | -161,125 | -92.37% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 14,541 | 5 | 0.0% | 0.0% | 90 | -19,484 | -57.26% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | New | 14,112 | 5 | 0.0% | — | 91 | +14,112 | New | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 14,364 | 5 | 0.0% | 0.0% | 89 | -3,740 | -20.66% | Q1 2026 | Apr 24, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 12,908 | 5 | 0.0% | 0.0% | 86 | +443 | 3.55% | Q1 2026 | May 15, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 13,832 | 5 | 0.0% | 0.0% | 87 | -325 | -2.3% | Q1 2026 | May 01, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 13,675 | 5 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,298 | 4 | 0.0% | — | 93 | +11,298 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 10,378 | 4 | 0.0% | — | 92 | +10,378 | New | Q1 2026 | May 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 10,275 | 3 | 0.0% | — | 98 | +10,275 | New | Q1 2026 | May 04, 2026 |
| Legal & General Group Plc | History | Reduced | 9,424 | 3 | 0.0% | 0.0% | 95 | -1,767 | -15.79% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,000 | 3 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,401 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,749 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 7,486 | 2 | 0.0% | 0.0% | 101 | -16,814 | -69.19% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 5,165 | 2 | 0.0% | 0.0% | 99 | +1,450 | 39.03% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,702 | 2 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 3,075 | 1 | 0.0% | 0.0% | 103 | -74,525 | -96.04% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,256 | 1 | 0.0% | — | 105 | +4,256 | New | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 3,878 | 1 | 0.0% | 0.0% | 104 | +978 | 33.72% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 1,345 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -602,114 | -100.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -328,043 | -100.0% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -183,537 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -166,673 | -100.0% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87,775 | -100.0% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -61,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -60,695 | -100.0% | Q1 2026 | May 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -53,526 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -37,285 | -100.0% | Q1 2026 | May 15, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -25,202 | -100.0% | Q1 2026 | May 12, 2026 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.0% | — | -25,045 | -100.0% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,748 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,103 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Sagewood Asset Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,793 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,915 | -100.0% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,433 | -100.0% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,810 | -100.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -12,296 | -100.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,060 | -100.0% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,827 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,391 | -100.0% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -6,085 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,113 | -100.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,987 | -100.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,517 | -100.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,247 | 0 | — | — | — | +1,199 | 2497.92% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | New | 920 | 0 | — | — | — | +920 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 775 | 0 | — | — | — | +775 | New | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 438 | 0 | — | — | — | +438 | New | Q1 2026 | Apr 07, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 398 | 0 | — | — | — | +398 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 246 | 0 | — | — | — | +246 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 210 | 0 | — | — | — | +210 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 335 | 0 | — | — | — | +205 | 157.69% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 213 | 0 | — | — | — | +205 | 2562.5% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 121 | 0 | — | — | — | +121 | New | Q1 2026 | Apr 24, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 234 | 0 | — | — | — | +110 | 88.71% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | New | 66 | 0 | — | — | — | +66 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 67 | 0 | — | — | — | +49 | 272.22% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 143 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sterling Capital Management LLC | History | No change | 985 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,446 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighMark Wealth Management LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Optiver Holding B.V. | History | No change | 1,712 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | No change | 479 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | No change | 1,500 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |