ACCURAY INC - ARAY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TCW GROUP INC | History | Added to | 15,467,952 | 9,292 | 0.07% | 0.01% | 1 | +3,558,595 | 29.88% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 8,547,129 | 7,047 | 0.0% | 0.0% | 2 | -220,172 | -2.51% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 5,818,576 | 4,800 | 0.0% | 0.0% | 3 | +341,899 | 6.24% | Q4 2025 | Jan 29, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | New | 5,055,294 | 4,168 | 3.94% | — | 4 | +5,055,294 | New | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,966,968 | 4,092 | 0.0% | 0.01% | 5 | -316,678 | -5.99% | Q4 2025 | Feb 13, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 4,500,000 | 3,710 | 0.04% | 0.08% | 6 | +1,176,000 | 35.38% | Q4 2025 | Feb 17, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 3,328,307 | 2,744 | 0.15% | 0.44% | 7 | -1,668,193 | -33.39% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,476,344 | 2,042 | 0.0% | 0.0% | 8 | -14,053 | -0.56% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,452,607 | 2,022 | 0.0% | 0.01% | 9 | -31,677 | -1.28% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 1,996,467 | 1,646 | 0.0% | 0.0% | 10 | +1,597 | 0.08% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,918,086 | 1,537 | 0.0% | 0.0% | 11 | +831,220 | 76.48% | Q4 2025 | Feb 18, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,683,269 | 1,388 | 0.0% | 0.0% | 12 | -110,122 | -6.14% | Q4 2025 | Feb 17, 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | History | Added to | 1,532,519 | 1,263 | 0.18% | 0.17% | 13 | +466,465 | 43.76% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,486,828 | 1,226 | 0.0% | 0.0% | 14 | +824,329 | 124.43% | Q4 2025 | Feb 17, 2026 |
| DAFNA Capital Management LLC | History | Added to | 1,395,508 | 1,150 | 0.27% | 0.5% | 15 | +173,150 | 14.17% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,063,632 | 877 | 0.0% | 0.0% | 16 | +189,001 | 21.61% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 953,075 | 785 | 0.04% | 0.16% | 17 | -72,800 | -7.1% | Q4 2025 | Feb 17, 2026 |
| Parkman Healthcare Partners LLC | History | New | 852,012 | 702 | 0.07% | — | 18 | +852,012 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 773,774 | 638 | 0.0% | 0.0% | 19 | +199,801 | 34.81% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 760,594 | 627 | 0.0% | 0.0% | 20 | -56,069 | -6.87% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 733,953 | 605 | 0.0% | — | 21 | +733,953 | New | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 684,320 | 564 | 0.04% | 0.12% | 22 | -478,000 | -41.12% | Q4 2025 | Jan 30, 2026 |
| Silverberg Bernstein Capital Management LLC | History | Added to | 648,548 | 534 | 0.31% | 0.64% | 23 | +15,300 | 2.42% | Q4 2025 | Jan 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 602,114 | 496 | 0.0% | 0.0% | 24 | +16,164 | 2.76% | Q4 2025 | Feb 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 570,089 | 467 | 0.0% | 0.0% | 25 | +260,956 | 84.42% | Q4 2025 | Feb 10, 2026 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | History | Reduced | 500,000 | 412 | 0.01% | 0.02% | 26 | -500,000 | -50.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 476,143 | 392 | 0.0% | 0.0% | 27 | -279,461 | -36.99% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 377,417 | 311 | 0.0% | 0.0% | 28 | -4,069 | -1.07% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 365,485 | 301 | 0.0% | 0.0% | 29 | -8,347 | -2.23% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 328,043 | 270 | 0.0% | 0.0% | 30 | +204,122 | 164.72% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 321,258 | 264 | 0.0% | 0.0% | 31 | +9,644 | 3.09% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 294,720 | 243 | 0.0% | — | 33 | +294,720 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 294,963 | 243 | 0.0% | 0.0% | 32 | -44,330 | -13.07% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 293,679 | 242 | 0.0% | 0.0% | 34 | -810,480 | -73.4% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 283,595 | 240 | 0.0% | 0.0% | 35 | +187,197 | 194.19% | Q4 2025 | Feb 03, 2026 |
| Invesco Ltd. | History | Added to | 245,000 | 202 | 0.0% | 0.0% | 36 | +84,528 | 52.67% | Q4 2025 | Feb 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 236,520 | 195 | 0.0% | 0.0% | 37 | -27,325 | -10.36% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 220,009 | 181 | 0.0% | 0.0% | 38 | -135,793 | -38.17% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 219,959 | 181 | 0.0% | 0.0% | 39 | -25,643 | -10.44% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 211,597 | 174 | 0.0% | 1.64% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 205,228 | 169 | 0.0% | 0.0% | 41 | -288,499 | -58.43% | Q4 2025 | Jan 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 183,537 | 151 | 0.0% | 0.0% | 42 | +139,955 | 321.13% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 174,425 | 143 | 0.0% | 0.0% | 43 | +45,025 | 34.8% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 166,673 | 137 | 0.01% | — | 44 | +166,673 | New | Q4 2025 | Feb 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 156,671 | 129 | 0.0% | 0.0% | 45 | +33,520 | 27.22% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 87,775 | 121 | 0.0% | 0.0% | 46 | -16,902 | -16.15% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 139,413 | 114 | 0.0% | 0.0% | 47 | +18,600 | 15.4% | Q4 2025 | Feb 17, 2026 |
| Williams & Novak, LLC | History | Added to | 118,855 | 98 | 0.07% | 0.1% | 48 | +41,425 | 53.5% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 111,442 | 93 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 94,200 | 77 | 0.0% | 0.0% | 50 | +25,600 | 37.32% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 88,542 | 73 | 0.0% | 0.0% | 51 | +7,960 | 9.88% | Q4 2025 | Feb 11, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | Added to | 86,500 | 71 | 0.06% | 0.1% | 52 | +15,700 | 22.18% | Q4 2025 | Feb 04, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 84,989 | 70 | 0.0% | 0.0% | 53 | +21,360 | 33.57% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 83,540 | 68 | 0.0% | 0.0% | 54 | -5,790 | -6.48% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 82,495 | 68 | 0.0% | 0.0% | 55 | -378 | -0.46% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 81,585 | 67 | 0.0% | 0.0% | 56 | -107,803 | -56.92% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 77,600 | 63 | 0.0% | 0.0% | 57 | +56,500 | 267.77% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 61,100 | 50 | 0.0% | — | 58 | +61,100 | New | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 60,695 | 50 | 0.0% | — | 59 | +60,695 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 54,730 | 45 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 53,526 | 44 | 0.02% | — | 61 | +53,526 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 50,833 | 42 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 50,032 | 41 | 0.0% | — | 63 | +50,032 | New | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 46,008 | 37 | 0.0% | 0.0% | 64 | -1,180 | -2.5% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 43,800 | 36 | 0.0% | — | 65 | +43,800 | New | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 42,653 | 35 | 0.0% | 0.0% | 67 | -94,954 | -69.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 42,709 | 35 | 0.0% | 0.0% | 66 | -5,981 | -12.28% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 40,306 | 33 | 0.0% | 0.0% | 68 | -142,188 | -77.91% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 40,712 | 33 | 0.0% | 0.0% | 69 | +1,343 | 3.41% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Reduced | 37,285 | 30 | 0.0% | 0.0% | 70 | -2,826 | -7.05% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 34,025 | 28 | 0.0% | 0.0% | 71 | -24,944 | -42.3% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 31,800 | 26 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 29,096 | 23 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 28,113 | 23 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 27,602 | 22 | 0.0% | 0.0% | 75 | -1,561 | -5.35% | Q4 2025 | Feb 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 25,045 | 20 | 0.0% | 0.06% | 76 | -222,280 | -89.87% | Q4 2025 | Feb 11, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 25,202 | 20 | 0.0% | — | 78 | +25,202 | New | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 24,300 | 20 | 0.0% | 0.0% | 77 | +6,015 | 32.9% | Q4 2025 | Feb 11, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 23,748 | 19 | 0.0% | 0.0% | 80 | -15,823 | -39.99% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 23,103 | 19 | 0.0% | 0.0% | 79 | -11,668 | -33.56% | Q4 2025 | Jan 09, 2026 |
| Sagewood Asset Management LP | History | New | 22,793 | 18 | 0.01% | — | 82 | +22,793 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 21,915 | 18 | 0.0% | — | 81 | +21,915 | New | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 21,914 | 17 | 0.0% | 0.0% | 85 | -470,267 | -95.55% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 21,766 | 17 | 0.0% | 0.0% | 83 | +19,557 | 885.33% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 21,433 | 17 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Teton Advisors, LLC | History | Reduced | 20,000 | 16 | 0.01% | 0.04% | 86 | -20,000 | -50.0% | Q4 2025 | Feb 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 18,139 | 15 | 0.0% | 0.01% | 87 | -62,562 | -77.52% | Q4 2025 | Feb 06, 2026 |
| ProShare Advisors LLC | History | Added to | 18,104 | 14 | 0.0% | 0.0% | 88 | +763 | 4.4% | Q4 2025 | Feb 06, 2026 |
| Engineers Gate Manager LP | History | New | 16,810 | 13 | 0.0% | — | 89 | +16,810 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,525 | 11 | 0.0% | 0.0% | 92 | -20,945 | -59.05% | Q4 2025 | Feb 13, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | New | 14,157 | 11 | 0.0% | — | 91 | +14,157 | New | Q4 2025 | Feb 09, 2026 |
| ASSOCIATED BANC-CORP | History | New | 13,675 | 11 | 0.0% | — | 90 | +13,675 | New | Q4 2025 | Feb 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 12,296 | 10 | 0.0% | — | 93 | +12,296 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,712 | 10 | 0.0% | 0.0% | 95 | +5,148 | 68.06% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 12,465 | 10 | 0.0% | 0.0% | 94 | +58 | 0.47% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | New | 12,060 | 9 | 0.0% | — | 97 | +12,060 | New | Q4 2025 | Feb 09, 2026 |
| HRT FINANCIAL LP | History | New | 11,827 | 9 | 0.0% | — | 98 | +11,827 | New | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | No change | 11,191 | 9 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 10,391 | 8 | 0.0% | 0.0% | 100 | -144,024 | -93.27% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,000 | 8 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,401 | 6 | 0.0% | 0.0% | 102 | -218,066 | -96.29% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,702 | 6 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 6,085 | 5 | 0.0% | 0.0% | 103 | -868 | -12.48% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 5,283 | 4 | 0.0% | 0.0% | 104 | -5,947 | -52.96% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 3,715 | 3 | 0.0% | 0.0% | 105 | -5,331 | -58.93% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 3,749 | 3 | 0.0% | — | 108 | +3,749 | New | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,987 | 3 | 0.0% | — | 107 | +2,987 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,113 | 3 | 0.0% | 0.0% | 106 | -32 | -1.02% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 2,900 | 2 | 0.0% | — | 110 | +2,900 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,380 | 2 | 0.0% | 0.0% | 109 | -59 | -1.72% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,446 | 1 | 0.0% | — | 112 | +1,446 | New | Q4 2025 | Mar 16, 2026 |
| COMERICA BANK | History | Reduced | 1,345 | 1 | 0.0% | 0.0% | 111 | -550 | -29.02% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,517 | 1 | 0.0% | 0.0% | 114 | -175 | -10.34% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 1,712 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | No change | 1,500 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Acuitas Investments, LLC | History | Closed out | 0 | 0 | — | 2.56% | — | -2,392,126 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Bridge City Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -133,156 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MARATHON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.04% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,204 | -100.0% | Q3 2025 | Nov 05, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -40,550 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,242 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,464 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,828 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,952 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -11,729 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,760 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,023 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,198 | -100.0% | Q3 2025 | Oct 23, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 48 | 0 | — | 0.0% | — | -854 | -94.68% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 985 | 0 | — | — | — | +393 | 66.39% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 8 | 0 | — | — | — | -244 | -96.83% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 124 | 0 | — | — | — | -82 | -39.81% | Q4 2025 | Feb 03, 2026 |
| True Wealth Design, LLC | History | Reduced | 18 | 0 | — | — | — | -7 | -28.0% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 143 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,000 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighMark Wealth Management LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fairscale Capital, LLC | History | No change | 479 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |