Accelerant Holdings - ARX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Deer Park Road Corp | History | New | 4,594,265 | 90,644 | 82.53% | — | 1 | +4,594,265 | New | Q3 2026 | Oct 23, 2026 |
| FMR LLC | History | No change | 5,628,679 | 65,968 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARINGS LLC | History | No change | 3,128,867 | 61,732 | 1.06% | 0.67% | 3 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Capital World Investors | History | No change | 4,626,664 | 54,224 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keenan Capital, LLC | History | No change | 3,992,923 | 46,797 | 9.25% | 9.25% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,877,619 | 45,445 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 3,732,024 | 43,739 | 0.45% | 0.45% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,496,273 | 40,976 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Azora Capital LP | History | No change | 3,049,846 | 35,744 | 1.51% | 1.51% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,418,330 | 28,342 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,176,807 | 27,493 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,013,582 | 23,599 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,839,620 | 21,560 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,797,785 | 21,070 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,657,197 | 19,422 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,447,153 | 19,333 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owls Nest Partners IA, LLC | History | No change | 1,251,884 | 14,672 | 4.76% | 4.76% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,109,675 | 13,005 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 952,066 | 11,158 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 900,775 | 10,557 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 809,620 | 9,488 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| G2 Investment Partners Management LLC | History | No change | 640,000 | 7,500 | 1.37% | 1.37% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 603,858 | 7,077 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 554,448 | 6,498 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 541,257 | 6,343 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 488,152 | 5,721 | 0.16% | 0.16% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 477,208 | 5,592 | 0.23% | 0.23% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | New | 244,000 | 4,814 | 0.14% | — | 28 | +244,000 | New | Q3 2026 | Oct 26, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 408,931 | 4,792 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 372,813 | 4,369 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 369,625 | 4,332 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 322,417 | 3,778 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | New | 190,408 | 3,756 | 0.06% | — | 33 | +190,408 | New | Q3 2026 | Oct 27, 2026 |
| Holocene Advisors, LP | History | No change | 300,000 | 3,516 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 296,100 | 3,470 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 174,690 | 3,446 | 0.0% | 0.0% | 36 | +4,011 | 2.35% | Q3 2026 | Nov 05, 2026 |
| MORGAN STANLEY | History | No change | 279,971 | 3,281 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 239,317 | 2,804 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANNELL CAPITAL LLC | History | No change | 171,080 | 2,005 | 1.34% | 1.34% | 39 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Transmarket Holdings LP | History | New | 89,851 | 1,772 | 0.99% | — | 40 | +89,851 | New | Q3 2026 | Oct 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 148,881 | 1,744 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 138,295 | 1,620 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 134,777 | 1,579 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 117,100 | 1,372 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burkehill Global Management, LP | History | No change | 100,000 | 1,172 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 98,911 | 1,159 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | No change | 98,354 | 1,152 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 92,404 | 1,082 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 85,940 | 1,007 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 80,519 | 943 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 80,000 | 937 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIGER GLOBAL MANAGEMENT LLC | History | No change | 75,000 | 879 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 69,883 | 819 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 65,691 | 769 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SEI INVESTMENTS CO | History | No change | 65,141 | 763 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 57,554 | 674 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 56,584 | 663 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 52,843 | 619 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 50,853 | 596 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 41,471 | 486 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 40,428 | 473 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 37,826 | 443 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 36,306 | 425 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 33,735 | 395 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORMULA GROWTH LTD | History | No change | 31,000 | 363 | 0.13% | 0.13% | 65 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 25,329 | 348 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 28,594 | 335 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 28,023 | 328 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Reduced | 15,884 | 313 | 0.0% | 0.0% | 69 | -224 | -1.39% | Q3 2026 | Nov 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 25,313 | 296 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 24,086 | 282 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jupiter Topco LLC | History | No change | 23,500 | 275 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 13,851 | 273 | 0.0% | — | 73 | +13,851 | New | Q3 2026 | Nov 04, 2026 |
| WINTON GROUP Ltd | History | No change | 22,000 | 257 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMC-Chicago, LLC | History | New | 12,971 | 255 | 0.0% | — | 75 | +12,971 | New | Q3 2026 | Nov 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 21,400 | 250 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | No change | 20,631 | 241 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 11,997 | 236 | 0.0% | 0.0% | 78 | -21,584 | -64.27% | Q3 2026 | Nov 04, 2026 |
| Graham Capital Management, L.P. | History | No change | 20,001 | 234 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,025 | 211 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 17,491 | 204 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 10,200 | 201 | 0.0% | — | 82 | +10,200 | New | Q3 2026 | Nov 02, 2026 |
| Pictet Asset Management Holding SA | History | No change | 10,163 | 200 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Quadrature Capital Ltd | History | No change | 16,341 | 191 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PEAK6 LLC | History | No change | 15,200 | 178 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 13,300 | 155 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,200 | 154 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Entropy Technologies, LP | History | No change | 12,954 | 151 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | No change | 12,726 | 149 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 12,633 | 148 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 12,297 | 144 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 12,245 | 143 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 12,084 | 142 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Magnetar Financial LLC | History | No change | 11,936 | 139 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 11,600 | 135 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 11,512 | 134 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 11,390 | 133 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 11,079 | 129 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,677 | 125 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,214 | 120 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 10,070 | 118 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,661 | 111 | 0.0% | 0.0% | 102 | +3,007 | 113.3% | Q3 2026 | Nov 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,547 | 65 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,411 | 63 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4,889 | 57 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2,474 | 48 | 0.0% | 0.01% | 106 | -4,399 | -64.0% | Q3 2026 | Oct 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,400 | 39 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | New | 1,925 | 37 | 0.0% | — | 109 | +1,925 | New | Q3 2026 | Oct 01, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,885 | 37 | 0.0% | 0.0% | 108 | +1,592 | 543.34% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 1,758 | 34 | 0.0% | 0.0% | 110 | +1,598 | 998.75% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 731 | 14 | 0.0% | 0.0% | 112 | +65 | 9.76% | Q3 2026 | Nov 03, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,200 | 14 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 422 | 8 | 0.0% | — | 114 | +422 | New | Q3 2026 | Oct 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 750 | 8 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 360 | 7 | 0.0% | 0.0% | 115 | -153 | -29.82% | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | New | 332 | 6 | 0.0% | — | 117 | +332 | New | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 323 | 6 | 0.0% | — | 116 | +275 | 572.92% | Q3 2026 | Nov 04, 2026 |
| Fortitude Family Office, LLC | History | New | 188 | 3 | 0.0% | — | 118 | +188 | New | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 123 | 2 | 0.0% | 0.0% | 120 | -47 | -27.65% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 254 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | New | 75 | 1 | 0.0% | — | 123 | +75 | New | Q3 2026 | Oct 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 140 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quarry LP | History | No change | 143 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | History | Closed out | 0 | 0 | — | 37.88% | — | -5,866,257 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -40,161 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.16% | — | -22,800 | -100.0% | Q3 2026 | Oct 28, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -10,943 | -100.0% | Q3 2026 | Oct 28, 2026 |
| True Wealth Design, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Nov 03, 2026 |
| Hughes Financial Services, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 21, 2026 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |